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