First Affirmative Financial Network as of Sept. 30, 2023
Portfolio Holdings for First Affirmative Financial Network
First Affirmative Financial Network holds 214 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 9.2 | $9.4M | 165k | 57.15 | |
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 6.2 | $6.4M | 222k | 28.72 | |
Apple (AAPL) | 2.6 | $2.7M | 16k | 171.21 | |
Ishares Tr Msci Kld400 Soc (DSI) | 2.6 | $2.6M | 32k | 81.41 | |
Microsoft Corporation (MSFT) | 2.0 | $2.0M | 6.4k | 315.76 | |
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 1.8 | $1.9M | 40k | 46.52 | |
Proshares Tr Sht 7-10 Yr Tr (TBX) | 1.6 | $1.7M | 55k | 30.52 | |
NVIDIA Corporation (NVDA) | 1.6 | $1.7M | 3.8k | 434.99 | |
Pimco Etf Tr Enhancd Short (EMNT) | 1.5 | $1.5M | 16k | 98.12 | |
Ishares Tr Gl Clean Ene Etf (ICLN) | 1.5 | $1.5M | 103k | 14.62 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.1M | 8.7k | 130.85 | |
Mastercard Incorporated Cl A (MA) | 0.9 | $939k | 2.4k | 395.92 | |
Chunghwa Telecom Spon Adr New11 (CHT) | 0.8 | $864k | 24k | 35.94 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $862k | 9.9k | 86.90 | |
Applied Materials (AMAT) | 0.8 | $828k | 6.0k | 138.45 | |
Thermo Fisher Scientific (TMO) | 0.8 | $818k | 1.6k | 506.24 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.8 | $800k | 7.8k | 102.87 | |
Tesla Motors (TSLA) | 0.8 | $783k | 3.1k | 250.22 | |
Amazon (AMZN) | 0.8 | $783k | 6.2k | 127.13 | |
Cisco Systems (CSCO) | 0.8 | $779k | 15k | 53.76 | |
Adobe Systems Incorporated (ADBE) | 0.7 | $759k | 1.5k | 509.99 | |
Unilever Spon Adr New (UL) | 0.7 | $754k | 15k | 49.40 | |
Johnson & Johnson (JNJ) | 0.7 | $748k | 4.8k | 155.75 | |
Procter & Gamble Company (PG) | 0.7 | $744k | 5.1k | 145.86 | |
Meta Platforms Cl A (META) | 0.7 | $733k | 2.4k | 300.22 | |
Danaher Corporation (DHR) | 0.7 | $717k | 2.9k | 248.12 | |
UnitedHealth (UNH) | 0.7 | $714k | 1.4k | 504.11 | |
Sap Se Spon Adr (SAP) | 0.7 | $710k | 5.5k | 129.31 | |
Visa Com Cl A (V) | 0.7 | $691k | 3.0k | 229.99 | |
Intuit (INTU) | 0.7 | $670k | 1.3k | 510.85 | |
American Express Company (AXP) | 0.6 | $643k | 4.3k | 149.19 | |
Novo-nordisk A S Adr (NVO) | 0.6 | $624k | 6.9k | 90.94 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.6 | $619k | 13k | 46.23 | |
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.6 | $604k | 14k | 43.70 | |
Palo Alto Networks (PANW) | 0.6 | $588k | 2.5k | 234.46 | |
Ishares Tr National Mun Etf (MUB) | 0.6 | $577k | 5.6k | 102.54 | |
Alphabet Cap Stk Cl C (GOOG) | 0.6 | $577k | 4.4k | 131.86 | |
Automatic Data Processing (ADP) | 0.6 | $574k | 2.4k | 240.53 | |
Merck & Co (MRK) | 0.6 | $571k | 5.5k | 102.96 | |
Chubb (CB) | 0.6 | $570k | 2.7k | 208.15 | |
United Parcel Service CL B (UPS) | 0.6 | $566k | 3.6k | 155.89 | |
Toyota Motor Corp Ads (TM) | 0.5 | $560k | 3.1k | 179.78 | |
Eli Lilly & Co. (LLY) | 0.5 | $542k | 1.0k | 537.00 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $539k | 916.00 | 588.54 | |
Medtronic SHS (MDT) | 0.5 | $528k | 6.7k | 78.36 | |
Booking Holdings (BKNG) | 0.5 | $525k | 170.00 | 3089.01 | |
Illinois Tool Works (ITW) | 0.5 | $521k | 2.3k | 230.27 | |
Analog Devices (ADI) | 0.5 | $515k | 2.9k | 175.06 | |
Toronto Dominion Bk Ont Com New (TD) | 0.5 | $514k | 8.5k | 60.26 | |
Novartis Sponsored Adr (NVS) | 0.5 | $513k | 5.0k | 101.86 | |
American Centy Etf Tr Diversified Mu (TAXF) | 0.5 | $509k | 11k | 47.95 | |
Stryker Corporation (SYK) | 0.5 | $508k | 1.9k | 273.20 | |
American Water Works (AWK) | 0.5 | $500k | 4.0k | 123.84 | |
Prologis (PLD) | 0.5 | $498k | 4.4k | 112.22 | |
Abbvie (ABBV) | 0.5 | $491k | 3.3k | 149.07 | |
Realty Income (O) | 0.5 | $486k | 9.7k | 49.94 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $464k | 1.5k | 307.02 | |
Intel Corporation (INTC) | 0.5 | $461k | 13k | 35.55 | |
Bk Nova Cad (BNS) | 0.4 | $456k | 10k | 45.59 | |
Eaton Corp SHS (ETN) | 0.4 | $455k | 2.1k | 213.23 | |
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.4 | $446k | 20k | 22.16 | |
Cigna Corp (CI) | 0.4 | $446k | 1.6k | 286.14 | |
Servicenow (NOW) | 0.4 | $441k | 788.00 | 559.11 | |
S&p Global (SPGI) | 0.4 | $429k | 1.2k | 365.37 | |
Starbucks Corporation (SBUX) | 0.4 | $426k | 4.7k | 91.28 | |
Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.4 | $423k | 8.4k | 50.07 | |
Synopsys (SNPS) | 0.4 | $419k | 913.00 | 458.97 | |
Abbott Laboratories (ABT) | 0.4 | $418k | 4.3k | 96.85 | |
Texas Instruments Incorporated (TXN) | 0.4 | $414k | 2.6k | 159.01 | |
Equinix (EQIX) | 0.4 | $407k | 561.00 | 725.95 | |
American Tower Reit (AMT) | 0.4 | $407k | 2.5k | 164.46 | |
Ishares Tr Ibonds Dec2023 | 0.4 | $406k | 16k | 25.52 | |
Home Depot (HD) | 0.4 | $403k | 1.3k | 302.16 | |
W.W. Grainger (GWW) | 0.4 | $402k | 582.00 | 691.42 | |
Autoliv (ALV) | 0.4 | $394k | 4.1k | 96.48 | |
Mccormick & Co Com Non Vtg (MKC) | 0.4 | $378k | 5.0k | 75.64 | |
Rbc Cad (RY) | 0.4 | $373k | 4.3k | 87.45 | |
Astrazeneca Sponsored Adr (AZN) | 0.4 | $372k | 5.5k | 67.72 | |
Autodesk (ADSK) | 0.4 | $370k | 1.8k | 206.92 | |
International Business Machines (IBM) | 0.4 | $369k | 2.6k | 140.29 | |
Cintas Corporation (CTAS) | 0.4 | $368k | 766.00 | 480.94 | |
Lowe's Companies (LOW) | 0.4 | $368k | 1.8k | 207.79 | |
Ishares Tr Ibonds Dec (IBMM) | 0.4 | $366k | 14k | 25.69 | |
Air Products & Chemicals (APD) | 0.4 | $366k | 1.3k | 283.45 | |
Invesco Exch Traded Fd Tr Ii Floating Rate Mu (PVI) | 0.4 | $365k | 15k | 24.84 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $365k | 2.5k | 145.02 | |
Equity Residential Sh Ben Int (EQR) | 0.4 | $364k | 6.2k | 58.71 | |
Ishares Tr Ibonds Dec 25 (IBMN) | 0.4 | $363k | 14k | 26.08 | |
Anthem (ELV) | 0.4 | $358k | 823.00 | 435.32 | |
Oracle Corporation (ORCL) | 0.3 | $357k | 3.4k | 105.93 | |
Target Corporation (TGT) | 0.3 | $355k | 3.2k | 110.57 | |
Broadcom (AVGO) | 0.3 | $354k | 426.00 | 830.63 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $353k | 8.0k | 44.34 | |
Investment Managers Ser Tr I Axs Change Finan (CHGX) | 0.3 | $352k | 12k | 29.60 | |
TJX Companies (TJX) | 0.3 | $352k | 4.0k | 88.87 | |
Genuine Parts Company (GPC) | 0.3 | $347k | 2.4k | 144.38 | |
Bank Of Montreal Cadcom (BMO) | 0.3 | $345k | 4.1k | 84.38 | |
Travelers Companies (TRV) | 0.3 | $344k | 2.1k | 163.35 | |
Paypal Holdings (PYPL) | 0.3 | $341k | 5.8k | 58.46 | |
Canadian Pacific Kansas City (CP) | 0.3 | $341k | 4.6k | 74.40 | |
Canadian Natl Ry (CNI) | 0.3 | $341k | 3.1k | 108.33 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $339k | 2.8k | 120.86 | |
Trane Technologies SHS (TT) | 0.3 | $329k | 1.6k | 202.89 | |
Telus Ord (TU) | 0.3 | $327k | 20k | 16.34 | |
Orange Sponsored Adr (ORAN) | 0.3 | $319k | 28k | 11.49 | |
Ecolab (ECL) | 0.3 | $313k | 1.8k | 169.43 | |
Workday Cl A (WDAY) | 0.3 | $312k | 1.5k | 214.81 | |
Walt Disney Company (DIS) | 0.3 | $310k | 3.8k | 81.04 | |
Verizon Communications (VZ) | 0.3 | $307k | 9.5k | 32.41 | |
Lam Research Corporation (LRCX) | 0.3 | $304k | 485.00 | 626.27 | |
Costco Wholesale Corporation (COST) | 0.3 | $301k | 532.00 | 565.00 | |
West Pharmaceutical Services (WST) | 0.3 | $301k | 801.00 | 375.19 | |
Cincinnati Financial Corporation (CINF) | 0.3 | $298k | 2.9k | 102.28 | |
Becton, Dickinson and (BDX) | 0.3 | $296k | 1.1k | 258.54 | |
AFLAC Incorporated (AFL) | 0.3 | $295k | 3.8k | 76.75 | |
Us Bancorp Del Com New (USB) | 0.3 | $292k | 8.8k | 33.06 | |
Essential Utils (WTRG) | 0.3 | $291k | 8.5k | 34.33 | |
Nike CL B (NKE) | 0.3 | $288k | 3.0k | 95.62 | |
Linde SHS (LIN) | 0.3 | $284k | 763.00 | 372.28 | |
Vanguard World Mega Grwth Ind (MGK) | 0.3 | $282k | 1.2k | 226.90 | |
Morgan Stanley Com New (MS) | 0.3 | $275k | 3.4k | 81.68 | |
Cme (CME) | 0.3 | $273k | 1.4k | 200.18 | |
Sk Telecom Sponsored Adr (SKM) | 0.3 | $271k | 13k | 21.46 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $269k | 5.4k | 49.83 | |
Waste Management (WM) | 0.3 | $268k | 1.8k | 152.43 | |
Cadence Design Systems (CDNS) | 0.3 | $264k | 1.1k | 234.23 | |
Cibc Cad (CM) | 0.3 | $263k | 6.8k | 38.61 | |
Open Text Corp (OTEX) | 0.3 | $259k | 7.4k | 35.10 | |
Gilead Sciences (GILD) | 0.3 | $258k | 3.4k | 74.95 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $256k | 736.00 | 347.76 | |
salesforce (CRM) | 0.2 | $255k | 1.3k | 202.74 | |
Broadridge Financial Solutions (BR) | 0.2 | $254k | 1.4k | 179.07 | |
First Solar (FSLR) | 0.2 | $253k | 1.6k | 161.55 | |
Cummins (CMI) | 0.2 | $253k | 1.1k | 228.48 | |
Qualcomm (QCOM) | 0.2 | $251k | 2.3k | 111.04 | |
Nxp Semiconductors N V (NXPI) | 0.2 | $251k | 1.3k | 199.95 | |
Amgen (AMGN) | 0.2 | $249k | 928.00 | 268.65 | |
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.2 | $248k | 2.9k | 84.15 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $246k | 5.1k | 48.10 | |
Intuitive Surgical Com New (ISRG) | 0.2 | $246k | 841.00 | 292.17 | |
Bank of America Corporation (BAC) | 0.2 | $245k | 8.9k | 27.38 | |
AvalonBay Communities (AVB) | 0.2 | $245k | 1.4k | 171.77 | |
Rayonier (RYN) | 0.2 | $244k | 8.6k | 28.46 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $243k | 3.5k | 69.40 | |
Amcor Ord (AMCR) | 0.2 | $242k | 26k | 9.16 | |
Sun Life Financial (SLF) | 0.2 | $242k | 5.0k | 48.80 | |
Ansys (ANSS) | 0.2 | $240k | 806.00 | 297.48 | |
Activision Blizzard | 0.2 | $239k | 2.6k | 93.64 | |
Zoetis Cl A (ZTS) | 0.2 | $238k | 1.4k | 173.98 | |
Johnson Ctls Intl SHS (JCI) | 0.2 | $238k | 4.5k | 53.21 | |
Pepsi (PEP) | 0.2 | $238k | 1.4k | 169.49 | |
Caterpillar (CAT) | 0.2 | $238k | 870.00 | 273.00 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $238k | 7.7k | 30.66 | |
Netflix (NFLX) | 0.2 | $237k | 628.00 | 377.54 | |
Colgate-Palmolive Company (CL) | 0.2 | $236k | 3.3k | 71.10 | |
Stantec (STN) | 0.2 | $236k | 3.6k | 64.88 | |
Lloyds Banking Group Sponsored Adr (LYG) | 0.2 | $233k | 110k | 2.13 | |
Sonoco Products Company (SON) | 0.2 | $230k | 4.2k | 54.34 | |
Otis Worldwide Corp (OTIS) | 0.2 | $229k | 2.9k | 80.31 | |
Sanofi Sponsored Adr (SNY) | 0.2 | $227k | 4.2k | 53.64 | |
Amdocs SHS (DOX) | 0.2 | $225k | 2.7k | 84.48 | |
Wabtec Corporation (WAB) | 0.2 | $219k | 2.1k | 106.25 | |
Te Connectivity SHS (TEL) | 0.2 | $218k | 1.8k | 123.51 | |
Kt Corp Sponsored Adr (KT) | 0.2 | $217k | 17k | 12.82 | |
Tennant Company (TNC) | 0.2 | $216k | 2.9k | 74.14 | |
Wal-Mart Stores (WMT) | 0.2 | $216k | 1.3k | 159.93 | |
Constellation Brands Cl A (STZ) | 0.2 | $215k | 857.00 | 251.19 | |
Ishares Tr New York Mun Etf (NYF) | 0.2 | $215k | 4.2k | 51.03 | |
Cgi Cl A Sub Vtg (GIB) | 0.2 | $215k | 2.2k | 98.47 | |
Thomson Reuters Corp. (TRI) | 0.2 | $212k | 1.7k | 122.31 | |
Bank of Hawaii Corporation (BOH) | 0.2 | $210k | 4.2k | 49.69 | |
GSK Sponsored Adr (GSK) | 0.2 | $210k | 5.8k | 36.25 | |
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.2 | $209k | 25k | 8.49 | |
Exxon Mobil Corporation (XOM) | 0.2 | $209k | 1.8k | 117.56 | |
Carrier Global Corporation (CARR) | 0.2 | $205k | 3.7k | 55.21 | |
Aptiv SHS (APTV) | 0.2 | $205k | 2.1k | 98.58 | |
Ishares Tr Gnma Bond Etf (GNMA) | 0.2 | $203k | 4.9k | 41.78 | |
Iqvia Holdings (IQV) | 0.2 | $203k | 1.0k | 196.72 | |
CVS Caremark Corporation (CVS) | 0.2 | $202k | 2.9k | 69.81 | |
eBay (EBAY) | 0.2 | $202k | 4.6k | 44.09 | |
Telefonica S A Sponsored Adr (TEF) | 0.2 | $201k | 50k | 4.07 | |
Digital Realty Trust (DLR) | 0.2 | $201k | 1.7k | 121.04 | |
Pentair SHS (PNR) | 0.2 | $201k | 3.1k | 64.74 | |
Diageo Spon Adr New (DEO) | 0.2 | $200k | 1.3k | 149.20 | |
Bain Cap Specialty Fin Com Stk (BCSF) | 0.2 | $193k | 13k | 15.31 | |
Horizon Technology Fin (HRZN) | 0.2 | $190k | 16k | 11.88 | |
Owl Rock Capital Corporation (OBDC) | 0.2 | $190k | 14k | 13.85 | |
Manulife Finl Corp (MFC) | 0.2 | $183k | 10k | 18.28 | |
Netstreit Corp (NTST) | 0.2 | $170k | 11k | 15.58 | |
Pearson Sponsored Adr (PSO) | 0.2 | $160k | 15k | 10.54 | |
Himax Technologies Sponsored Adr (HIMX) | 0.2 | $157k | 27k | 5.84 | |
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $144k | 15k | 9.85 | |
Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $128k | 37k | 3.43 | |
Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $124k | 17k | 7.52 | |
Ericsson Adr B Sek 10 (ERIC) | 0.1 | $96k | 20k | 4.86 | |
Rocket Cos Com Cl A (RKT) | 0.1 | $93k | 11k | 8.18 | |
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $90k | 37k | 2.42 | |
Grupo Aval Acciones Y Valore Sponsored Ads (AVAL) | 0.1 | $90k | 37k | 2.42 | |
Natwest Group Spons Adr (NWG) | 0.1 | $89k | 15k | 5.83 | |
Nokia Corp Sponsored Adr (NOK) | 0.1 | $86k | 23k | 3.74 | |
Centrais Eletricas Brasileir Sponsored Adr (EBR) | 0.1 | $85k | 12k | 7.31 | |
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.1 | $67k | 13k | 5.37 | |
Wipro Spon Adr 1 Sh (WIT) | 0.1 | $53k | 11k | 4.84 | |
Opendoor Technologies (OPEN) | 0.0 | $45k | 17k | 2.64 | |
Banco Santander Adr (SAN) | 0.0 | $42k | 11k | 3.76 | |
Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $42k | 11k | 4.02 | |
Genetron Hldgs Ads | 0.0 | $22k | 27k | 0.81 | |
Zhongchao Cl A | 0.0 | $19k | 17k | 1.10 | |
Gevo Com Par (GEVO) | 0.0 | $19k | 16k | 1.19 | |
Village Farms International (VFF) | 0.0 | $15k | 19k | 0.80 | |
Vroom | 0.0 | $14k | 13k | 1.12 | |
Aurora Cannabis | 0.0 | $10k | 18k | 0.58 | |
Workhorse Group Com New | 0.0 | $4.2k | 10k | 0.41 | |
Ocean Pwr Technologies Com New (OPTT) | 0.0 | $4.0k | 10k | 0.39 |