FirstPurpose Wealth
Latest statistics and disclosures from FirstPurpose Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAU, DFAC, DFAI, DFCF, BND, and represent 38.86% of FirstPurpose Wealth's stock portfolio.
- Added to shares of these 10 stocks: DFCF, DFAU, SHY, BIL, GLDM, HLF, DFAI, VGIT, DFAR, BND.
- Started 19 new stock positions in WM, LLY, COO, DFSI, KULR, HLF, BMY, VWO, AMT, LIN. CP, SNFCA, QUAL, BIL, CAT, BBJP, MINT, PAYC, BAX.
- Reduced shares in these 10 stocks: NOC, EJAN, TLT, PYPL, LQD, , PECO, PFF, , AMZN.
- Sold out of its positions in AMD, AZUL, AZTA, Cooper Companies, DFAS, AZPN, GILD, HUM, EJAN, LQD. GNMA, MCHI, USHY, MEDP, NOC, PYPL, RGLD, STRM, TDY, TDC, VTV, DFJ.
- FirstPurpose Wealth was a net buyer of stock by $4.3M.
- FirstPurpose Wealth has $276M in assets under management (AUM), dropping by 4.94%.
- Central Index Key (CIK): 0001913420
Tip: Access up to 7 years of quarterly data
Positions held by FirstPurpose Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for FirstPurpose Wealth
FirstPurpose Wealth holds 209 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 14.2 | $39M | +2% | 1.1M | 35.84 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 12.1 | $33M | 1.1M | 31.20 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 5.3 | $15M | +3% | 486k | 29.77 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 3.9 | $11M | +11% | 264k | 41.25 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.3 | $9.1M | +4% | 129k | 71.04 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 2.6 | $7.1M | +5% | 286k | 24.86 |
|
| Dimensional Etf Trust Us Real Estate E (DFAR) | 2.2 | $6.2M | +7% | 290k | 21.36 |
|
| Prog Holdings Com Npv (PRG) | 2.2 | $5.9M | 183k | 32.37 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.7 | $4.7M | +2% | 94k | 50.27 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 1.6 | $4.4M | +10% | 95k | 46.88 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.5 | $4.2M | +11% | 87k | 47.74 |
|
| Amazon (AMZN) | 1.4 | $3.8M | -9% | 20k | 185.95 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 1.3 | $3.6M | +15% | 63k | 57.34 |
|
| Phillips Edison & Co Common Stock (PECO) | 1.3 | $3.6M | -10% | 108k | 33.11 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 1.2 | $3.4M | -2% | 36k | 93.54 |
|
| Microsoft Corporation (MSFT) | 1.1 | $3.1M | 7.4k | 423.26 |
|
|
| Ncino (NCNO) | 1.0 | $2.7M | +5% | 81k | 33.36 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.8 | $2.3M | +5% | 51k | 44.44 |
|
| Fs Kkr Capital Corp (FSK) | 0.8 | $2.2M | -5% | 116k | 19.23 |
|
| Extra Space Storage (EXR) | 0.8 | $2.2M | 16k | 142.50 |
|
|
| Cion Invt Corp (CION) | 0.7 | $2.0M | -2% | 185k | 10.86 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.7 | $1.9M | -17% | 60k | 31.50 |
|
| Bondbloxx Etf Trust Bloomberg Six Mn (XHLF) | 0.6 | $1.8M | 36k | 50.13 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.6 | $1.7M | +117% | 22k | 81.06 |
|
| Spdr Ser Tr Portfli High Yld (SPHY) | 0.6 | $1.6M | 71k | 23.07 |
|
|
| Costco Wholesale Corporation (COST) | 0.6 | $1.5M | 2.1k | 722.53 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.5 | $1.5M | -2% | 12k | 124.93 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.5 | $1.4M | 33k | 41.99 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.4M | 5.4k | 254.98 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.4M | 8.7k | 157.66 |
|
|
| Visa Com Cl A (V) | 0.5 | $1.4M | +11% | 4.9k | 274.48 |
|
| Tesla Motors (TSLA) | 0.5 | $1.4M | -5% | 7.9k | 171.76 |
|
| Netflix (NFLX) | 0.5 | $1.3M | -3% | 2.2k | 618.58 |
|
| UnitedHealth (UNH) | 0.5 | $1.3M | 2.9k | 450.05 |
|
|
| Apple (AAPL) | 0.5 | $1.3M | +14% | 7.7k | 167.78 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.5 | $1.3M | +2% | 36k | 35.18 |
|
| Drilling Tools Intl Corp (DTI) | 0.4 | $1.2M | 261k | 4.50 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.1M | 5.9k | 195.47 |
|
|
| salesforce (CRM) | 0.4 | $1.1M | 3.7k | 299.62 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.1M | 2.7k | 409.11 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $1.1M | -10% | 25k | 44.98 |
|
| Servicenow (NOW) | 0.4 | $1.1M | -22% | 1.4k | 769.19 |
|
| Eaton Corp SHS (ETN) | 0.4 | $1.1M | 3.4k | 314.37 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.4 | $1.1M | +37% | 6.0k | 177.58 |
|
| Raytheon Technologies Corp (RTX) | 0.4 | $1.1M | +2% | 10k | 101.36 |
|
| Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) | 0.4 | $1.0M | 44k | 23.97 |
|
|
| Abbott Laboratories (ABT) | 0.4 | $1.0M | +16% | 9.4k | 111.17 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $1.0M | 2.2k | 469.17 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.4 | $1.0M | +153% | 22k | 46.18 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.0M | +14% | 6.5k | 156.14 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.0M | -6% | 3.1k | 324.40 |
|
| Spdr Ser Tr Port Mtg Bk Etf (SPMB) | 0.4 | $990k | 47k | 21.17 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $943k | 42k | 22.25 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $939k | -27% | 1.9k | 487.22 |
|
| Walt Disney Company (DIS) | 0.3 | $927k | 7.9k | 117.19 |
|
|
| Medtronic SHS (MDT) | 0.3 | $915k | 11k | 82.33 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.3 | $914k | 19k | 48.73 |
|
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.3 | $897k | 12k | 72.52 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $891k | -7% | 2.0k | 438.38 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.3 | $858k | NEW | 9.4k | 91.54 |
|
| Cisco Systems (CSCO) | 0.3 | $850k | 17k | 49.21 |
|
|
| Dimensional Etf Trust Global Sustaina (DFSB) | 0.3 | $825k | +28% | 16k | 51.27 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $824k | 1.6k | 516.72 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.3 | $821k | 20k | 40.89 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $819k | +4% | 8.9k | 92.06 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $811k | +68% | 1.4k | 573.71 |
|
| Spdr Ser Tr Portfolio Short (SPSB) | 0.3 | $799k | 27k | 29.53 |
|
|
| Verizon Communications (VZ) | 0.3 | $775k | 19k | 40.52 |
|
|
| Airbnb Com Cl A (ABNB) | 0.3 | $725k | -2% | 4.5k | 160.28 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.3 | $711k | +55% | 28k | 25.31 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.3 | $693k | +78% | 21k | 33.51 |
|
| Wells Fargo & Company (WFC) | 0.2 | $688k | -12% | 12k | 56.94 |
|
| Sap Se Spon Adr (SAP) | 0.2 | $681k | 3.7k | 184.22 |
|
|
| Chevron Corporation (CVX) | 0.2 | $655k | +31% | 4.0k | 162.67 |
|
| American Express Company (AXP) | 0.2 | $655k | -3% | 3.0k | 217.65 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $640k | +2% | 657.00 | 974.61 |
|
| Home Depot (HD) | 0.2 | $633k | -9% | 1.8k | 350.65 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $633k | -48% | 7.0k | 90.22 |
|
| General Electric Com New (GE) | 0.2 | $632k | 4.0k | 156.62 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $625k | +8% | 10k | 59.88 |
|
| Etfis Ser Tr I Infracp Reit Pfd (PFFR) | 0.2 | $622k | -14% | 34k | 18.31 |
|
| Abbvie (ABBV) | 0.2 | $606k | 3.6k | 169.01 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $602k | +22% | 7.6k | 78.74 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $596k | +24% | 684.00 | 870.72 |
|
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.2 | $572k | 6.7k | 84.83 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.2 | $567k | +4% | 16k | 36.60 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $558k | -13% | 12k | 47.81 |
|
| Bank of America Corporation (BAC) | 0.2 | $549k | -2% | 15k | 36.65 |
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.2 | $548k | -10% | 11k | 48.04 |
|
| Nike CL B (NKE) | 0.2 | $547k | +31% | 6.1k | 89.00 |
|
| Vanguard World Health Car Etf (VHT) | 0.2 | $543k | +35% | 2.1k | 259.74 |
|
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.2 | $538k | 7.4k | 73.20 |
|
|
| Vanguard World Utilities Etf (VPU) | 0.2 | $536k | +40% | 3.8k | 140.53 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.2 | $524k | 5.3k | 99.06 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $523k | +32% | 9.2k | 56.68 |
|
| Herbalife Com Shs (HLF) | 0.2 | $516k | NEW | 60k | 8.60 |
|
| Unilever Spon Adr New (UL) | 0.2 | $509k | +17% | 11k | 47.74 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.2 | $509k | -2% | 5.7k | 89.83 |
|
| Autodesk (ADSK) | 0.2 | $506k | -3% | 2.1k | 239.01 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.2 | $504k | +41% | 2.5k | 198.33 |
|
| Procter & Gamble Company (PG) | 0.2 | $497k | 3.2k | 157.24 |
|
|
| Zoetis Cl A (ZTS) | 0.2 | $497k | +36% | 3.0k | 163.20 |
|
| Qualcomm (QCOM) | 0.2 | $490k | -2% | 2.9k | 170.86 |
|
| Pepsi (PEP) | 0.2 | $466k | +39% | 2.8k | 168.95 |
|
| Wal-Mart Stores (WMT) | 0.2 | $466k | +197% | 7.7k | 60.62 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $465k | -5% | 5.3k | 88.46 |
|
| Oracle Corporation (ORCL) | 0.2 | $464k | 3.8k | 121.75 |
|
|
| Philip Morris International (PM) | 0.2 | $464k | 5.2k | 89.72 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.2 | $459k | -5% | 6.0k | 76.48 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $459k | 12k | 39.72 |
|
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $454k | 29k | 15.78 |
|
|
| Icon SHS (ICLR) | 0.2 | $453k | -4% | 1.4k | 312.51 |
|
| Johnson & Johnson (JNJ) | 0.2 | $451k | 3.0k | 150.22 |
|
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.2 | $447k | 5.3k | 84.00 |
|
|
| Coca-Cola Company (KO) | 0.2 | $445k | 7.5k | 58.92 |
|
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.2 | $443k | 8.6k | 51.66 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $443k | +10% | 12k | 38.27 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.2 | $442k | 5.0k | 88.79 |
|
|
| Agnico (AEM) | 0.2 | $438k | 7.2k | 61.26 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $430k | 5.8k | 74.20 |
|
|
| Spdr Ser Tr S&p 600 Smcp Val (SLYV) | 0.2 | $426k | +2% | 5.4k | 78.64 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $426k | +3% | 8.6k | 49.21 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $424k | +2% | 5.1k | 82.41 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $415k | 1.8k | 235.97 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $413k | 1.7k | 240.99 |
|
|
| Targa Res Corp (TRGP) | 0.1 | $410k | 3.6k | 114.68 |
|
|
| Gartner (IT) | 0.1 | $404k | -4% | 872.00 | 463.78 |
|
| Cigna Corp (CI) | 0.1 | $404k | -13% | 1.1k | 357.84 |
|
| West Pharmaceutical Services (WST) | 0.1 | $396k | 1.0k | 389.77 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $395k | 3.7k | 105.84 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $394k | 2.6k | 151.53 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $390k | -2% | 1.3k | 290.04 |
|
| Cooper Cos (COO) | 0.1 | $389k | NEW | 4.0k | 96.50 |
|
| Security Natl Finl Corp Cl A New (SNFCA) | 0.1 | $385k | NEW | 55k | 6.99 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $380k | +10% | 4.0k | 95.42 |
|
| Williams Companies (WMB) | 0.1 | $379k | -5% | 9.7k | 38.88 |
|
| J P Morgan Exchange Traded F Betabuldrs Japan (BBJP) | 0.1 | $373k | NEW | 6.6k | 56.95 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $371k | NEW | 2.3k | 160.91 |
|
| Pool Corporation (POOL) | 0.1 | $369k | -2% | 967.00 | 381.35 |
|
| Merck & Co (MRK) | 0.1 | $365k | 2.9k | 126.75 |
|
|
| Enbridge (ENB) | 0.1 | $364k | +13% | 11k | 34.54 |
|
| Managed Portfolio Series Tortoise Nram Pi (TPYP) | 0.1 | $360k | +12% | 13k | 27.53 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $360k | 7.1k | 50.92 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $355k | -2% | 5.0k | 71.15 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.1 | $354k | 10k | 35.47 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $352k | 8.5k | 41.39 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $352k | -2% | 744.00 | 472.62 |
|
| Vanguard Admiral Fds Midcp 400 Val (IVOV) | 0.1 | $349k | 4.0k | 87.34 |
|
|
| Workday Cl A (WDAY) | 0.1 | $348k | 1.3k | 266.86 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $347k | +5% | 2.8k | 122.20 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $344k | +41% | 3.7k | 91.89 |
|
| Dimensional Etf Trust International (DFSI) | 0.1 | $339k | NEW | 10k | 32.97 |
|
| ConocoPhillips (COP) | 0.1 | $326k | +6% | 2.5k | 132.82 |
|
| FirstEnergy (FE) | 0.1 | $323k | 8.5k | 37.84 |
|
|
| PG&E Corporation (PCG) | 0.1 | $323k | 19k | 16.72 |
|
|
| Technipfmc (FTI) | 0.1 | $323k | -2% | 12k | 26.95 |
|
| Ryan Specialty Holdings Cl A (RYAN) | 0.1 | $321k | +4% | 6.3k | 51.37 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $313k | +33% | 4.5k | 68.94 |
|
| Comfort Systems USA (FIX) | 0.1 | $305k | -11% | 1.0k | 303.76 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $300k | -30% | 1.4k | 211.22 |
|
| Morningstar (MORN) | 0.1 | $298k | +30% | 953.00 | 312.89 |
|
| Lowe's Companies (LOW) | 0.1 | $294k | -4% | 1.2k | 237.16 |
|
| Oneok (OKE) | 0.1 | $293k | -2% | 3.7k | 79.06 |
|
| Enterprise Products Partners (EPD) | 0.1 | $283k | 9.7k | 29.15 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $282k | 3.4k | 84.13 |
|
|
| Corning Incorporated (GLW) | 0.1 | $279k | +4% | 8.7k | 31.95 |
|
| McDonald's Corporation (MCD) | 0.1 | $278k | 1.0k | 268.67 |
|
|
| Ametek (AME) | 0.1 | $271k | -3% | 1.5k | 179.75 |
|
| Barrick Gold Corp (GOLD) | 0.1 | $264k | -2% | 15k | 17.90 |
|
| Aaon Com Par $0.004 (AAON) | 0.1 | $263k | +5% | 3.0k | 87.86 |
|
| AES Corporation (AES) | 0.1 | $262k | +3% | 15k | 17.68 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $262k | +6% | 9.8k | 26.72 |
|
| American Intl Group Com New (AIG) | 0.1 | $262k | -2% | 3.5k | 75.32 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $256k | -35% | 6.5k | 39.18 |
|
| Qualys (QLYS) | 0.1 | $255k | +5% | 1.5k | 165.40 |
|
| Entegris (ENTG) | 0.1 | $246k | -2% | 1.8k | 136.05 |
|
| Aon Shs Cl A (AON) | 0.1 | $246k | -4% | 777.00 | 316.00 |
|
| Bondbloxx Etf Trust Bloomberg One Yr (XONE) | 0.1 | $245k | 5.0k | 49.38 |
|
|
| Citigroup Com New (C) | 0.1 | $245k | 4.1k | 60.18 |
|
|
| Paycom Software (PAYC) | 0.1 | $243k | NEW | 1.2k | 203.33 |
|
| Bentley Sys Com Cl B (BSY) | 0.1 | $243k | -2% | 4.9k | 49.83 |
|
| 3M Company (MMM) | 0.1 | $243k | 2.6k | 92.65 |
|
|
| Shopify Cl A (SHOP) | 0.1 | $242k | 3.4k | 71.98 |
|
|
| Enlink Midstream Com Unit Rep Ltd (ENLC) | 0.1 | $240k | 17k | 13.80 |
|
|
| Copart (CPRT) | 0.1 | $240k | 4.3k | 56.03 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.1 | $237k | 4.6k | 51.31 |
|
|
| American Tower Reit (AMT) | 0.1 | $236k | NEW | 1.3k | 181.96 |
|
| MetLife (MET) | 0.1 | $230k | -5% | 3.2k | 71.91 |
|
| Canadian Pacific Kansas City (CP) | 0.1 | $230k | NEW | 2.6k | 88.08 |
|
| At&t (T) | 0.1 | $226k | -2% | 14k | 16.73 |
|
| Waste Management (WM) | 0.1 | $225k | NEW | 1.1k | 208.20 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $223k | NEW | 293.00 | 761.98 |
|
| Applied Materials (AMAT) | 0.1 | $223k | -25% | 1.1k | 209.25 |
|
| Elf Beauty (ELF) | 0.1 | $222k | -22% | 1.3k | 167.18 |
|
| Peakstone Realty Trust Common Shares (PKST) | 0.1 | $218k | -14% | 15k | 14.42 |
|
| Caterpillar (CAT) | 0.1 | $216k | NEW | 580.00 | 372.07 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $215k | NEW | 4.3k | 50.29 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $213k | NEW | 5.0k | 42.28 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $212k | NEW | 2.1k | 100.24 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $210k | -17% | 315.00 | 666.49 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $210k | -17% | 1.5k | 142.30 |
|
| Ross Stores (ROST) | 0.1 | $207k | -2% | 1.5k | 138.29 |
|
| Linde SHS (LIN) | 0.1 | $205k | NEW | 456.00 | 450.49 |
|
| Baxter International (BAX) | 0.1 | $204k | NEW | 4.8k | 42.00 |
|
| Brightspire Capital Com Cl A (BRSP) | 0.1 | $180k | +2% | 29k | 6.19 |
|
| Blackstone Strategic Cred 20 Com Shs Ben In (BGB) | 0.1 | $177k | 15k | 11.78 |
|
|
| Haleon Spon Ads (HLN) | 0.1 | $170k | +34% | 21k | 8.17 |
|
| Qurate Retail Com Ser A (QRTEA) | 0.0 | $16k | +2% | 16k | 1.01 |
|
| Kulr Technology Group (KULR) | 0.0 | $8.7k | NEW | 11k | 0.80 |
|
Past Filings by FirstPurpose Wealth
SEC 13F filings are viewable for FirstPurpose Wealth going back to 2021
- FirstPurpose Wealth 2023 Q4 filed April 23, 2024
- FirstPurpose Wealth 2024 Q1 filed April 23, 2024
- FirstPurpose Wealth 2023 Q3 filed Oct. 30, 2023
- FirstPurpose Wealth 2023 Q2 filed July 21, 2023
- FirstPurpose Wealth 2023 Q1 filed May 3, 2023
- FirstPurpose Wealth 2022 Q4 filed Jan. 26, 2023
- FirstPurpose Wealth 2022 Q3 filed Oct. 24, 2022
- FirstPurpose Wealth 2022 Q2 filed July 25, 2022
- FirstPurpose Wealth 2022 Q1 filed April 18, 2022
- FirstPurpose Wealth 2021 Q4 filed Feb. 24, 2022