First Business Financial Services as of March 31, 2025
Portfolio Holdings for First Business Financial Services
First Business Financial Services holds 170 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF (VTI) | 24.4 | $248M | 903k | 274.84 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 12.7 | $129M | 1.7M | 75.65 | |
| iShares Russell 1000 Growth Index (IWF) | 7.3 | $74M | 206k | 361.09 | |
| iShares S&P SmallCap 600 Index (IJR) | 5.9 | $60M | 570k | 104.57 | |
| Ishares Tr core div grwth (DGRO) | 5.7 | $58M | 936k | 61.78 | |
| iShares Russell 1000 Value Index (IWD) | 5.5 | $56M | 296k | 188.16 | |
| iShares S&P MidCap 400 Index (IJH) | 4.6 | $46M | 794k | 58.35 | |
| iShares Lehman Aggregate Bond (AGG) | 3.7 | $38M | 380k | 98.92 | |
| Spdr S&p 500 Etf (SPY) | 2.4 | $25M | 44k | 559.39 | |
| First Business Financial Services (FBIZ) | 1.8 | $19M | 394k | 47.15 | |
| Apple (AAPL) | 1.3 | $14M | 61k | 222.13 | |
| J P Morgan Exchange Traded F ultra shrt (JPST) | 1.0 | $11M | 208k | 50.63 | |
| NVIDIA Corporation (NVDA) | 1.0 | $9.9M | 91k | 108.38 | |
| JPMorgan Chase & Co. (JPM) | 0.8 | $8.1M | 33k | 245.30 | |
| Microsoft Corporation (MSFT) | 0.7 | $7.2M | 19k | 375.39 | |
| Broadcom (AVGO) | 0.7 | $6.9M | 41k | 167.43 | |
| Alphabet Inc Class A cs (GOOGL) | 0.6 | $6.1M | 40k | 154.64 | |
| Eli Lilly & Co. (LLY) | 0.5 | $5.4M | 6.5k | 825.91 | |
| Arista Networks (ANET) | 0.5 | $5.0M | 65k | 77.48 | |
| Caterpillar (CAT) | 0.5 | $4.8M | 15k | 329.80 | |
| Berkshire Hathaway (BRK.A) | 0.5 | $4.8M | 6.00 | 798441.67 | |
| Deere & Company (DE) | 0.5 | $4.7M | 10k | 469.35 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.5 | $4.6M | 44k | 105.44 | |
| MGE Energy (MGEE) | 0.4 | $4.3M | 46k | 92.96 | |
| Metropcs Communications (TMUS) | 0.4 | $4.3M | 16k | 266.71 | |
| Costco Wholesale Corporation (COST) | 0.4 | $4.3M | 4.5k | 945.78 | |
| Ishares Tr Msci Usa Momentum Factor (MTUM) | 0.4 | $4.1M | 20k | 202.13 | |
| AmerisourceBergen (COR) | 0.4 | $4.0M | 15k | 278.09 | |
| Stryker Corporation (SYK) | 0.3 | $3.6M | 9.6k | 372.25 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $3.5M | 29k | 118.93 | |
| Quanta Services (PWR) | 0.3 | $3.4M | 13k | 254.18 | |
| Cisco Systems (CSCO) | 0.3 | $3.4M | 54k | 61.71 | |
| iShares S&P 500 Index (IVV) | 0.3 | $3.3M | 5.9k | 561.90 | |
| Republic Services (RSG) | 0.3 | $3.3M | 14k | 242.16 | |
| Citigroup (C) | 0.3 | $3.2M | 45k | 70.99 | |
| Intercontinental Exchange (ICE) | 0.3 | $2.9M | 17k | 172.50 | |
| Corteva (CTVA) | 0.3 | $2.9M | 45k | 62.93 | |
| Analog Devices (ADI) | 0.3 | $2.9M | 14k | 201.67 | |
| General Dynamics Corporation (GD) | 0.3 | $2.8M | 10k | 272.58 | |
| Bank of America Corporation (BAC) | 0.3 | $2.8M | 66k | 41.73 | |
| Technology SPDR (XLK) | 0.3 | $2.7M | 13k | 206.48 | |
| TJX Companies (TJX) | 0.3 | $2.6M | 21k | 121.80 | |
| Energy Select Sector SPDR (XLE) | 0.3 | $2.5M | 27k | 93.45 | |
| Darden Restaurants (DRI) | 0.2 | $2.5M | 12k | 207.76 | |
| Electronic Arts (EA) | 0.2 | $2.5M | 17k | 144.52 | |
| UnitedHealth (UNH) | 0.2 | $2.5M | 4.7k | 523.75 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $2.4M | 14k | 179.70 | |
| Equinix (EQIX) | 0.2 | $2.4M | 3.0k | 815.35 | |
| Lam Research (LRCX) | 0.2 | $2.3M | 31k | 72.70 | |
| Walt Disney Company (DIS) | 0.2 | $2.2M | 23k | 98.70 | |
| Prudential Financial (PRU) | 0.2 | $2.2M | 20k | 111.68 | |
| Lowe's Companies (LOW) | 0.2 | $2.2M | 9.3k | 233.23 | |
| Expedia (EXPE) | 0.2 | $1.9M | 11k | 168.10 | |
| CSX Corporation (CSX) | 0.2 | $1.9M | 64k | 29.43 | |
| Nextera Energy (NEE) | 0.2 | $1.9M | 27k | 70.89 | |
| Kroger (KR) | 0.2 | $1.9M | 27k | 67.69 | |
| Industrial SPDR (XLI) | 0.2 | $1.8M | 14k | 131.07 | |
| Iqvia Holdings (IQV) | 0.2 | $1.8M | 10k | 176.30 | |
| Schlumberger (SLB) | 0.2 | $1.8M | 43k | 41.80 | |
| Hilton Worldwide Holdings (HLT) | 0.2 | $1.7M | 7.7k | 227.55 | |
| Amazon (AMZN) | 0.2 | $1.7M | 9.2k | 190.26 | |
| iShares Russell 1000 Index (IWB) | 0.2 | $1.7M | 5.6k | 306.74 | |
| SPDR Gold Trust (GLD) | 0.2 | $1.7M | 5.9k | 288.14 | |
| Qualcomm (QCOM) | 0.2 | $1.7M | 11k | 153.61 | |
| Philip Morris International (PM) | 0.2 | $1.7M | 11k | 158.73 | |
| Coca-Cola Company (KO) | 0.2 | $1.6M | 23k | 71.62 | |
| EOG Resources (EOG) | 0.2 | $1.6M | 12k | 128.24 | |
| Abbvie (ABBV) | 0.2 | $1.6M | 7.4k | 209.52 | |
| Ciena Corporation (CIEN) | 0.1 | $1.5M | 24k | 60.43 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | 2.9k | 497.60 | |
| Lululemon Athletica (LULU) | 0.1 | $1.3M | 4.7k | 283.06 | |
| Accenture (ACN) | 0.1 | $1.3M | 4.2k | 312.04 | |
| Procter & Gamble Company (PG) | 0.1 | $1.2M | 7.2k | 170.42 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $1.2M | 24k | 49.81 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $1.2M | 5.9k | 199.49 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $1.2M | 7.5k | 156.23 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $1.2M | 2.2k | 532.58 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.2M | 3.0k | 383.53 | |
| Vanguard Small-Cap ETF (VB) | 0.1 | $1.1M | 5.1k | 221.75 | |
| Ameren Corporation (AEE) | 0.1 | $1.1M | 11k | 100.40 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $1.1M | 5.7k | 197.46 | |
| Alliant Energy Corporation (LNT) | 0.1 | $1.0M | 16k | 64.35 | |
| Chevron Corporation (CVX) | 0.1 | $974k | 5.8k | 167.29 | |
| Vanguard Telecommunication Services ETF (VOX) | 0.1 | $920k | 6.2k | 148.39 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $902k | 652.00 | 1383.29 | |
| Johnson & Johnson (JNJ) | 0.1 | $890k | 5.4k | 165.84 | |
| Mondelez Int (MDLZ) | 0.1 | $881k | 13k | 67.85 | |
| Nushares Etf Tr a (NULV) | 0.1 | $848k | 21k | 40.49 | |
| Merck & Co (MRK) | 0.1 | $837k | 9.3k | 89.76 | |
| Ishares Tr usa min vo (USMV) | 0.1 | $814k | 8.7k | 93.66 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $800k | 3.1k | 255.53 | |
| Illinois Tool Works (ITW) | 0.1 | $795k | 3.2k | 248.01 | |
| Pepsi (PEP) | 0.1 | $794k | 5.3k | 149.94 | |
| Blackrock (BLK) | 0.1 | $787k | 831.00 | 946.48 | |
| Palantir Technologies (PLTR) | 0.1 | $776k | 9.2k | 84.40 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $768k | 3.0k | 258.62 | |
| Wal-Mart Stores (WMT) | 0.1 | $756k | 8.6k | 87.79 | |
| Abbott Laboratories (ABT) | 0.1 | $722k | 5.4k | 132.65 | |
| McDonald's Corporation (MCD) | 0.1 | $696k | 2.2k | 312.37 | |
| iShares Russell 2000 Value Index (IWN) | 0.1 | $695k | 4.6k | 150.98 | |
| Thomson Reuters Corp. (TRI) | 0.1 | $681k | 3.9k | 172.78 | |
| Select Sector Spdr Tr Communic etfeqty (XLC) | 0.1 | $681k | 7.1k | 96.45 | |
| Home Depot (HD) | 0.1 | $658k | 1.8k | 366.49 | |
| Southern Company (SO) | 0.1 | $648k | 7.1k | 91.95 | |
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.1 | $629k | 13k | 49.62 | |
| Intuitive Surgical (ISRG) | 0.1 | $620k | 1.3k | 495.27 | |
| Allegheny Technologies Incorporated (ATI) | 0.1 | $611k | 12k | 52.03 | |
| PNC Financial Services (PNC) | 0.1 | $587k | 3.3k | 175.77 | |
| Eaton (ETN) | 0.1 | $561k | 2.1k | 271.83 | |
| Vanguard Growth ETF (VUG) | 0.1 | $557k | 1.5k | 370.82 | |
| Aon (AON) | 0.1 | $552k | 1.4k | 399.09 | |
| Facebook Inc cl a (META) | 0.1 | $541k | 938.00 | 576.36 | |
| U.S. Bancorp (USB) | 0.1 | $531k | 13k | 42.22 | |
| Ameriprise Financial (AMP) | 0.1 | $529k | 1.1k | 484.11 | |
| Tetra Tech (TTEK) | 0.1 | $514k | 18k | 29.25 | |
| Asml Holding (ASML) | 0.0 | $488k | 737.00 | 662.63 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $488k | 915.00 | 533.48 | |
| MasterCard Incorporated (MA) | 0.0 | $485k | 885.00 | 548.12 | |
| Visa (V) | 0.0 | $474k | 1.4k | 350.46 | |
| Douglas Dynamics (PLOW) | 0.0 | $465k | 20k | 23.23 | |
| Vanguard Value ETF (VTV) | 0.0 | $465k | 2.7k | 172.74 | |
| Altria (MO) | 0.0 | $427k | 7.1k | 60.02 | |
| Cintas Corporation (CTAS) | 0.0 | $424k | 2.1k | 205.53 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $419k | 5.1k | 81.73 | |
| Waste Management (WM) | 0.0 | $407k | 1.8k | 231.51 | |
| Amdocs Ltd ord (DOX) | 0.0 | $407k | 4.5k | 91.50 | |
| Duke Energy (DUK) | 0.0 | $405k | 3.3k | 121.97 | |
| Wey (WEYS) | 0.0 | $399k | 13k | 30.48 | |
| Te Connectivity (TEL) | 0.0 | $396k | 2.8k | 141.32 | |
| American Express Company (AXP) | 0.0 | $395k | 1.5k | 269.05 | |
| Corning Incorporated (GLW) | 0.0 | $383k | 8.4k | 45.78 | |
| Union Pacific Corporation (UNP) | 0.0 | $383k | 1.6k | 236.24 | |
| Toro Company (TTC) | 0.0 | $364k | 5.0k | 72.75 | |
| Advanced Micro Devices (AMD) | 0.0 | $363k | 3.5k | 102.74 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $358k | 1.0k | 345.24 | |
| McKesson Corporation (MCK) | 0.0 | $352k | 523.00 | 672.99 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $331k | 6.5k | 50.83 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $327k | 5.9k | 55.45 | |
| iShares Silver Trust (SLV) | 0.0 | $322k | 10k | 30.99 | |
| Servicenow (NOW) | 0.0 | $321k | 403.00 | 796.14 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $308k | 3.9k | 78.28 | |
| Fidelity National Information Services (FIS) | 0.0 | $296k | 4.0k | 74.68 | |
| Xcel Energy (XEL) | 0.0 | $295k | 4.2k | 70.79 | |
| Utilities SPDR (XLU) | 0.0 | $290k | 3.7k | 78.85 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $286k | 470.00 | 607.85 | |
| Vanguard Information Technology ETF (VGT) | 0.0 | $282k | 519.00 | 542.38 | |
| Cummins (CMI) | 0.0 | $258k | 824.00 | 313.44 | |
| International Business Machines (IBM) | 0.0 | $256k | 1.0k | 248.66 | |
| Oracle Corporation (ORCL) | 0.0 | $254k | 1.8k | 139.81 | |
| Nice Systems (NICE) | 0.0 | $251k | 1.6k | 154.17 | |
| Morgan Stanley (MS) | 0.0 | $243k | 2.1k | 116.67 | |
| General Electric (GE) | 0.0 | $239k | 1.2k | 200.15 | |
| iShares S&P Global Technology Sect. (IXN) | 0.0 | $238k | 3.1k | 75.74 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $238k | 2.5k | 95.51 | |
| At&t (T) | 0.0 | $237k | 8.4k | 28.28 | |
| Starbucks Corporation (SBUX) | 0.0 | $227k | 2.3k | 98.09 | |
| Paypal Holdings (PYPL) | 0.0 | $225k | 3.4k | 65.25 | |
| Goldman Sachs (GS) | 0.0 | $225k | 411.00 | 546.29 | |
| Rockwell Automation (ROK) | 0.0 | $224k | 867.00 | 258.38 | |
| Nike (NKE) | 0.0 | $224k | 3.5k | 63.48 | |
| Intel Corporation (INTC) | 0.0 | $218k | 9.6k | 22.71 | |
| Fiserv (FI) | 0.0 | $216k | 979.00 | 220.83 | |
| Howmet Aerospace (HWM) | 0.0 | $216k | 1.7k | 129.73 | |
| Amgen (AMGN) | 0.0 | $214k | 687.00 | 311.55 | |
| Novo Nordisk A/S (NVO) | 0.0 | $206k | 3.0k | 69.44 | |
| Hca Holdings (HCA) | 0.0 | $204k | 591.00 | 345.55 | |
| Global X Fds us infr dev (PAVE) | 0.0 | $204k | 5.4k | 37.73 | |
| wisdomtreetrusdivd.. (DGRW) | 0.0 | $203k | 2.5k | 79.86 | |
| Ford Motor Company (F) | 0.0 | $145k | 14k | 10.03 | |
| iShares S&P Global Clean Energy Index (ICLN) | 0.0 | $137k | 12k | 11.42 |
