First Affirmative Financial Network as of Dec. 31, 2023
Portfolio Holdings for First Affirmative Financial Network
First Affirmative Financial Network holds 242 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 7.3 | $9.2M | 155k | 59.32 | |
Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 4.8 | $6.0M | 205k | 29.05 | |
Ishares Tr Msci Kld400 Soc (DSI) | 3.5 | $4.4M | 49k | 91.05 | |
Apple (AAPL) | 3.1 | $3.9M | 20k | 192.53 | |
Microsoft Corporation (MSFT) | 2.2 | $2.8M | 7.4k | 376.04 | |
NVIDIA Corporation (NVDA) | 1.8 | $2.2M | 4.5k | 495.24 | |
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 1.7 | $2.1M | 39k | 53.01 | |
Ishares Tr Gl Clean Ene Etf (ICLN) | 1.3 | $1.7M | 106k | 15.57 | |
Proshares Tr Sht 7-10 Yr Tr (TBX) | 1.3 | $1.6M | 56k | 28.62 | |
Pimco Etf Tr Enhancd Short (EMNT) | 1.2 | $1.5M | 16k | 97.92 | |
Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $1.4M | 10k | 139.69 | |
Amazon (AMZN) | 1.0 | $1.2M | 8.1k | 151.95 | |
Mastercard Incorporated Cl A (MA) | 0.9 | $1.1M | 2.7k | 426.52 | |
Chunghwa Telecom Spon Adr New11 (CHT) | 0.9 | $1.1M | 29k | 39.07 | |
Tesla Motors (TSLA) | 0.8 | $1.0M | 4.2k | 248.46 | |
Adobe Systems Incorporated (ADBE) | 0.8 | $1.0M | 1.7k | 596.57 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.8 | $982k | 9.4k | 104.00 | |
Applied Materials (AMAT) | 0.8 | $979k | 6.0k | 162.08 | |
Meta Platforms Cl A (META) | 0.8 | $952k | 2.7k | 354.02 | |
Thermo Fisher Scientific (TMO) | 0.8 | $942k | 1.8k | 530.76 | |
Alphabet Cap Stk Cl C (GOOG) | 0.7 | $896k | 6.4k | 140.92 | |
UnitedHealth (UNH) | 0.7 | $866k | 1.6k | 526.33 | |
Procter & Gamble Company (PG) | 0.7 | $865k | 5.9k | 146.54 | |
Visa Com Cl A (V) | 0.7 | $851k | 3.3k | 260.33 | |
American Express Company (AXP) | 0.7 | $844k | 4.5k | 187.34 | |
Intuit (INTU) | 0.7 | $828k | 1.3k | 625.21 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.7 | $821k | 7.8k | 105.43 | |
Intel Corporation (INTC) | 0.7 | $820k | 16k | 50.25 | |
Sap Se Spon Adr (SAP) | 0.7 | $815k | 5.3k | 154.59 | |
Johnson & Johnson (JNJ) | 0.6 | $806k | 5.1k | 156.74 | |
Unilever Spon Adr New (UL) | 0.6 | $794k | 16k | 48.48 | |
Cisco Systems (CSCO) | 0.6 | $786k | 16k | 50.52 | |
Palo Alto Networks (PANW) | 0.6 | $754k | 2.6k | 294.94 | |
Eli Lilly & Co. (LLY) | 0.6 | $746k | 1.3k | 582.99 | |
Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $678k | 896.00 | 756.73 | |
Chubb (CB) | 0.5 | $665k | 2.9k | 226.00 | |
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.5 | $644k | 14k | 47.79 | |
Danaher Corporation (DHR) | 0.5 | $639k | 2.8k | 231.34 | |
Ishares Tr National Mun Etf (MUB) | 0.5 | $639k | 5.9k | 108.41 | |
Automatic Data Processing (ADP) | 0.5 | $637k | 2.7k | 233.01 | |
American Water Works (AWK) | 0.5 | $635k | 4.8k | 132.00 | |
Servicenow (NOW) | 0.5 | $621k | 879.00 | 706.80 | |
Merck & Co (MRK) | 0.5 | $616k | 5.6k | 109.02 | |
Illinois Tool Works (ITW) | 0.5 | $607k | 2.3k | 261.94 | |
Abbvie (ABBV) | 0.5 | $607k | 3.9k | 154.97 | |
Medtronic SHS (MDT) | 0.5 | $594k | 7.2k | 82.38 | |
Novo-nordisk A S Adr (NVO) | 0.5 | $591k | 5.7k | 103.46 | |
Booking Holdings (BKNG) | 0.5 | $588k | 166.00 | 3543.12 | |
Analog Devices (ADI) | 0.5 | $587k | 3.0k | 198.56 | |
Toronto Dominion Bk Ont Com New (TD) | 0.5 | $582k | 9.0k | 64.62 | |
Prologis (PLD) | 0.5 | $576k | 4.3k | 133.29 | |
American Tower Reit (AMT) | 0.5 | $569k | 2.6k | 215.85 | |
United Parcel Service CL B (UPS) | 0.5 | $565k | 3.6k | 157.23 | |
American Centy Etf Tr Diversified Mu (TAXF) | 0.4 | $558k | 11k | 50.96 | |
Realty Income (O) | 0.4 | $553k | 9.6k | 57.42 | |
Stryker Corporation (SYK) | 0.4 | $542k | 1.8k | 299.52 | |
Synopsys (SNPS) | 0.4 | $540k | 1.0k | 514.68 | |
Toyota Motor Corp Ads (TM) | 0.4 | $535k | 2.9k | 183.39 | |
Home Depot (HD) | 0.4 | $524k | 1.5k | 346.62 | |
Bk Nova Cad (BNS) | 0.4 | $523k | 11k | 48.69 | |
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.4 | $516k | 21k | 24.18 | |
Cigna Corp (CI) | 0.4 | $515k | 1.7k | 299.53 | |
W.W. Grainger (GWW) | 0.4 | $508k | 614.00 | 828.05 | |
Starbucks Corporation (SBUX) | 0.4 | $508k | 5.3k | 96.00 | |
Novartis Sponsored Adr (NVS) | 0.4 | $502k | 5.0k | 100.97 | |
S&p Global (SPGI) | 0.4 | $498k | 1.1k | 440.51 | |
Abbott Laboratories (ABT) | 0.4 | $489k | 4.4k | 110.06 | |
Eaton Corp SHS (ETN) | 0.4 | $486k | 2.0k | 240.86 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $484k | 1.4k | 351.00 | |
International Business Machines (IBM) | 0.4 | $482k | 2.9k | 163.56 | |
Texas Instruments Incorporated (TXN) | 0.4 | $480k | 2.8k | 170.48 | |
Cintas Corporation (CTAS) | 0.4 | $467k | 775.00 | 602.89 | |
Netflix (NFLX) | 0.4 | $465k | 955.00 | 486.72 | |
Equinix (EQIX) | 0.4 | $465k | 577.00 | 805.14 | |
Broadcom (AVGO) | 0.4 | $463k | 415.00 | 1116.08 | |
Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.4 | $456k | 8.6k | 52.80 | |
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) | 0.4 | $451k | 9.6k | 47.00 | |
Target Corporation (TGT) | 0.4 | $450k | 3.2k | 142.43 | |
Ishares Tr Ibonds Dec (IBMM) | 0.4 | $448k | 17k | 25.93 | |
JPMorgan Chase & Co. (JPM) | 0.4 | $441k | 2.6k | 170.08 | |
Lowe's Companies (LOW) | 0.4 | $440k | 2.0k | 222.52 | |
Ecolab (ECL) | 0.3 | $437k | 2.2k | 198.33 | |
Oracle Corporation (ORCL) | 0.3 | $434k | 4.1k | 105.42 | |
salesforce (CRM) | 0.3 | $429k | 1.6k | 263.22 | |
Autodesk (ADSK) | 0.3 | $427k | 1.8k | 243.55 | |
Anthem (ELV) | 0.3 | $424k | 899.00 | 471.52 | |
Canadian Natl Ry (CNI) | 0.3 | $420k | 3.3k | 125.65 | |
Ishares Tr Ibonds Dec 26 (IBMO) | 0.3 | $416k | 16k | 25.51 | |
Trane Technologies SHS (TT) | 0.3 | $415k | 1.7k | 243.85 | |
Comcast Corp Cl A (CMCSA) | 0.3 | $414k | 9.5k | 43.85 | |
Travelers Companies (TRV) | 0.3 | $414k | 2.2k | 190.50 | |
Autoliv (ALV) | 0.3 | $410k | 3.7k | 110.18 | |
Canadian Pacific Kansas City (CP) | 0.3 | $407k | 5.2k | 79.07 | |
Lam Research Corporation (LRCX) | 0.3 | $401k | 512.00 | 783.43 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $400k | 3.3k | 121.51 | |
Workday Cl A (WDAY) | 0.3 | $399k | 1.4k | 276.09 | |
Telus Ord (TU) | 0.3 | $393k | 22k | 17.79 | |
Investment Managers Ser Tr I Axs Change Finan (CHGX) | 0.3 | $392k | 12k | 33.22 | |
Rbc Cad (RY) | 0.3 | $392k | 3.9k | 101.12 | |
Bank Of Montreal Cadcom (BMO) | 0.3 | $389k | 3.9k | 98.94 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $384k | 944.00 | 406.85 | |
Orange Sponsored Adr (ORAN) | 0.3 | $380k | 33k | 11.43 | |
Zoetis Cl A (ZTS) | 0.3 | $379k | 1.9k | 197.36 | |
Us Bancorp Del Com New (USB) | 0.3 | $378k | 8.7k | 43.28 | |
Equity Residential Sh Ben Int (EQR) | 0.3 | $377k | 6.2k | 61.16 | |
Waste Management (WM) | 0.3 | $371k | 2.1k | 179.08 | |
Ishares Tr Ibonds Dec 25 (IBMN) | 0.3 | $369k | 14k | 26.55 | |
Verizon Communications (VZ) | 0.3 | $369k | 9.8k | 37.70 | |
TJX Companies (TJX) | 0.3 | $367k | 3.9k | 93.82 | |
Paypal Holdings (PYPL) | 0.3 | $367k | 6.0k | 61.41 | |
Advanced Micro Devices (AMD) | 0.3 | $366k | 2.5k | 147.43 | |
Invesco Exch Traded Fd Tr Ii Floating Rate Mu (PVI) | 0.3 | $362k | 15k | 24.79 | |
Walt Disney Company (DIS) | 0.3 | $361k | 4.0k | 90.29 | |
Air Products & Chemicals (APD) | 0.3 | $358k | 1.3k | 273.88 | |
Mccormick & Co Com Non Vtg (MKC) | 0.3 | $350k | 5.1k | 68.42 | |
Cadence Design Systems (CDNS) | 0.3 | $348k | 1.3k | 272.43 | |
Qualcomm (QCOM) | 0.3 | $341k | 2.4k | 144.62 | |
Nike CL B (NKE) | 0.3 | $341k | 3.1k | 108.55 | |
Amgen (AMGN) | 0.3 | $341k | 1.2k | 287.98 | |
Broadridge Financial Solutions (BR) | 0.3 | $341k | 1.7k | 205.72 | |
Gilead Sciences (GILD) | 0.3 | $340k | 4.2k | 81.00 | |
Costco Wholesale Corporation (COST) | 0.3 | $339k | 513.00 | 660.12 | |
Open Text Corp (OTEX) | 0.3 | $338k | 8.0k | 42.02 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.3 | $337k | 6.6k | 51.05 | |
AFLAC Incorporated (AFL) | 0.3 | $333k | 4.0k | 82.51 | |
Astrazeneca Sponsored Adr (AZN) | 0.3 | $333k | 4.9k | 67.36 | |
Cibc Cad (CM) | 0.3 | $332k | 6.9k | 48.14 | |
Otis Worldwide Corp (OTIS) | 0.3 | $331k | 3.7k | 89.46 | |
Allstate Corporation (ALL) | 0.3 | $323k | 2.3k | 140.01 | |
Vanguard World Mega Grwth Ind (MGK) | 0.3 | $323k | 1.2k | 259.51 | |
Cme (CME) | 0.3 | $315k | 1.5k | 210.59 | |
Mondelez Intl Cl A (MDLZ) | 0.2 | $313k | 4.3k | 72.43 | |
Ansys (ANSS) | 0.2 | $313k | 862.00 | 363.06 | |
Linde SHS (LIN) | 0.2 | $311k | 756.00 | 410.79 | |
Morgan Stanley Com New (MS) | 0.2 | $310k | 3.3k | 93.25 | |
Genuine Parts Company (GPC) | 0.2 | $309k | 2.2k | 138.49 | |
Intuitive Surgical Com New (ISRG) | 0.2 | $304k | 900.00 | 337.29 | |
Stantec (STN) | 0.2 | $303k | 3.8k | 80.18 | |
Te Connectivity SHS (TEL) | 0.2 | $303k | 2.2k | 140.53 | |
Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $299k | 5.8k | 51.27 | |
Bank of America Corporation (BAC) | 0.2 | $297k | 8.8k | 33.67 | |
Wabtec Corporation (WAB) | 0.2 | $296k | 2.3k | 126.91 | |
Cincinnati Financial Corporation (CINF) | 0.2 | $295k | 2.9k | 103.47 | |
Progressive Corporation (PGR) | 0.2 | $295k | 1.9k | 159.27 | |
Amcor Ord (AMCR) | 0.2 | $291k | 30k | 9.64 | |
Nxp Semiconductors N V (NXPI) | 0.2 | $291k | 1.3k | 229.77 | |
West Pharmaceutical Services (WST) | 0.2 | $288k | 817.00 | 352.09 | |
Pepsi (PEP) | 0.2 | $287k | 1.7k | 169.84 | |
Colgate-Palmolive Company (CL) | 0.2 | $284k | 3.6k | 79.71 | |
Kt Corp Sponsored Adr (KT) | 0.2 | $283k | 21k | 13.44 | |
Rayonier (RYN) | 0.2 | $283k | 8.5k | 33.41 | |
Cummins (CMI) | 0.2 | $282k | 1.2k | 239.66 | |
Essential Utils (WTRG) | 0.2 | $281k | 7.5k | 37.35 | |
McDonald's Corporation (MCD) | 0.2 | $281k | 947.00 | 296.36 | |
AvalonBay Communities (AVB) | 0.2 | $280k | 1.5k | 187.21 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $279k | 8.0k | 34.77 | |
Bank of Hawaii Corporation (BOH) | 0.2 | $278k | 3.8k | 72.45 | |
Hubspot (HUBS) | 0.2 | $276k | 475.00 | 580.79 | |
Union Pacific Corporation (UNP) | 0.2 | $274k | 1.1k | 245.70 | |
Sun Life Financial (SLF) | 0.2 | $273k | 5.3k | 51.86 | |
Pentair SHS (PNR) | 0.2 | $272k | 3.7k | 72.72 | |
Becton, Dickinson and (BDX) | 0.2 | $271k | 1.1k | 243.86 | |
Cgi Cl A Sub Vtg (GIB) | 0.2 | $268k | 2.5k | 107.20 | |
Iqvia Holdings (IQV) | 0.2 | $267k | 1.2k | 231.34 | |
Coca-Cola Company (KO) | 0.2 | $267k | 4.5k | 58.93 | |
First Solar (FSLR) | 0.2 | $267k | 1.5k | 172.24 | |
Waste Connections (WCN) | 0.2 | $265k | 1.8k | 149.23 | |
Rogers Communications CL B (RCI) | 0.2 | $263k | 5.6k | 46.81 | |
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.2 | $262k | 2.9k | 91.03 | |
Tennant Company (TNC) | 0.2 | $259k | 2.8k | 92.70 | |
Lloyds Banking Group Sponsored Adr (LYG) | 0.2 | $259k | 108k | 2.39 | |
Amdocs SHS (DOX) | 0.2 | $257k | 2.9k | 87.90 | |
Johnson Ctls Intl SHS (JCI) | 0.2 | $252k | 4.4k | 57.64 | |
Charles Schwab Corporation (SCHW) | 0.2 | $251k | 3.6k | 68.80 | |
Sonoco Products Company (SON) | 0.2 | $246k | 4.4k | 55.87 | |
Bce Com New (BCE) | 0.2 | $243k | 6.2k | 39.38 | |
Paychex (PAYX) | 0.2 | $241k | 2.0k | 119.11 | |
Micron Technology (MU) | 0.2 | $240k | 2.8k | 85.34 | |
Public Storage (PSA) | 0.2 | $239k | 783.00 | 304.84 | |
Telefonica S A Sponsored Adr (TEF) | 0.2 | $238k | 61k | 3.90 | |
Aptiv SHS (APTV) | 0.2 | $237k | 2.6k | 89.72 | |
Owl Rock Capital Corporation (OBDC) | 0.2 | $235k | 16k | 14.76 | |
Manulife Finl Corp (MFC) | 0.2 | $234k | 11k | 22.10 | |
Sk Telecom Sponsored Adr (SKM) | 0.2 | $234k | 11k | 21.40 | |
Carrier Global Corporation (CARR) | 0.2 | $233k | 4.1k | 57.45 | |
Ishares Tr New York Mun Etf (NYF) | 0.2 | $233k | 4.3k | 54.09 | |
Murphy Usa (MUSA) | 0.2 | $232k | 650.00 | 356.72 | |
Thomson Reuters Corp. (TRI) | 0.2 | $230k | 1.6k | 146.22 | |
Marsh & McLennan Companies (MMC) | 0.2 | $229k | 1.2k | 189.48 | |
Garmin SHS (GRMN) | 0.2 | $228k | 1.8k | 128.54 | |
Bain Cap Specialty Fin Com Stk (BCSF) | 0.2 | $225k | 15k | 15.07 | |
Boston Scientific Corporation (BSX) | 0.2 | $223k | 3.9k | 57.81 | |
Dolby Laboratories Com Cl A (DLB) | 0.2 | $223k | 2.6k | 86.18 | |
Caterpillar (CAT) | 0.2 | $222k | 750.00 | 295.75 | |
GSK Sponsored Adr (GSK) | 0.2 | $221k | 6.0k | 37.06 | |
Diageo Spon Adr New (DEO) | 0.2 | $220k | 1.5k | 145.70 | |
Koninklijke Philips N V Ny Regis Shs New (PHG) | 0.2 | $216k | 9.3k | 23.33 | |
Brown & Brown (BRO) | 0.2 | $215k | 3.0k | 71.11 | |
Hdfc Bank Sponsored Ads (HDB) | 0.2 | $212k | 3.2k | 67.12 | |
Sanofi Sponsored Adr (SNY) | 0.2 | $211k | 4.2k | 49.73 | |
Ishares Tr Gnma Bond Etf (GNMA) | 0.2 | $211k | 4.8k | 44.25 | |
Reynolds Consumer Prods (REYN) | 0.2 | $209k | 7.8k | 26.84 | |
Manager Directed Portfolios Vert Glb Sust Re (VGSR) | 0.2 | $209k | 21k | 9.96 | |
Lamb Weston Hldgs (LW) | 0.2 | $208k | 1.9k | 108.09 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $207k | 812.00 | 255.22 | |
Netstreit Corp (NTST) | 0.2 | $206k | 12k | 17.85 | |
Marriott Intl Cl A (MAR) | 0.2 | $206k | 913.00 | 225.55 | |
Hannon Armstrong (HASI) | 0.2 | $205k | 7.4k | 27.58 | |
Orix Corp Sponsored Adr (IX) | 0.2 | $204k | 2.2k | 93.39 | |
Pearson Sponsored Adr (PSO) | 0.2 | $203k | 17k | 12.29 | |
Bristol Myers Squibb (BMY) | 0.2 | $203k | 4.0k | 51.31 | |
Cooper Cos Com New | 0.2 | $201k | 530.00 | 378.60 | |
Constellation Brands Cl A (STZ) | 0.2 | $200k | 829.00 | 241.64 | |
Equity Comwlth Com Sh Ben Int (EQC) | 0.2 | $196k | 10k | 19.20 | |
Rocket Cos Com Cl A (RKT) | 0.2 | $195k | 14k | 14.48 | |
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $175k | 20k | 8.61 | |
Sunnova Energy International (NOVA) | 0.1 | $173k | 11k | 15.25 | |
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) | 0.1 | $152k | 24k | 6.30 | |
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) | 0.1 | $150k | 16k | 9.68 | |
Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $136k | 15k | 9.41 | |
Mizuho Financial Group Sponsored Adr (MFG) | 0.1 | $125k | 37k | 3.44 | |
Himax Technologies Sponsored Adr (HIMX) | 0.1 | $121k | 20k | 6.07 | |
Centrais Eletricas Brasileir Sponsored Adr (EBR) | 0.1 | $118k | 14k | 8.62 | |
Hudson Pacific Properties (HPP) | 0.1 | $117k | 13k | 9.31 | |
Grupo Aval Acciones Y Valore Sponsored Ads (AVAL) | 0.1 | $113k | 46k | 2.43 | |
Opendoor Technologies (OPEN) | 0.1 | $102k | 23k | 4.48 | |
Nokia Corp Sponsored Adr (NOK) | 0.1 | $97k | 28k | 3.42 | |
Nio Spon Ads (NIO) | 0.1 | $95k | 11k | 9.07 | |
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG) | 0.1 | $91k | 39k | 2.32 | |
Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.1 | $87k | 13k | 6.95 | |
Natwest Group Spons Adr (NWG) | 0.1 | $84k | 15k | 5.63 | |
Wipro Spon Adr 1 Sh (WIT) | 0.0 | $60k | 11k | 5.57 | |
Companhia Siderurgica Nacion Sponsored Adr (SID) | 0.0 | $54k | 14k | 3.93 | |
Tpi Composites (TPIC) | 0.0 | $52k | 13k | 4.14 | |
Plug Power Com New (PLUG) | 0.0 | $50k | 11k | 4.50 | |
Nomura Hldgs Sponsored Adr (NMR) | 0.0 | $47k | 11k | 4.51 | |
Gevo Com Par (GEVO) | 0.0 | $37k | 32k | 1.16 | |
Village Farms International (VFF) | 0.0 | $15k | 19k | 0.76 | |
Aurora Cannabis | 0.0 | $8.6k | 18k | 0.48 | |
Zhongchao Cl A | 0.0 | $5.4k | 15k | 0.35 | |
Brainstorm Cell Therapeutics Com New (BCLI) | 0.0 | $4.3k | 16k | 0.27 | |
Dare Bioscience | 0.0 | $3.4k | 11k | 0.31 |