First Personal Financial Services

First Personal Financial Services as of March 31, 2024

Portfolio Holdings for First Personal Financial Services

First Personal Financial Services holds 362 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
Accenture Plc Ireland Shs Class A (ACN) 3.6 $15M 44k 346.61
Microsoft Corporation (MSFT) 3.4 $15M 35k 420.72
Waste Management (WM) 3.3 $14M 67k 213.15
Alphabet Cap Stk Cl A (GOOGL) 3.3 $14M 93k 150.93
Nucor Corporation (NUE) 3.0 $13M 66k 197.90
Ishares Tr Core S&p500 Etf (IVV) 2.7 $12M 22k 525.72
Ansys (ANSS) 2.7 $12M 33k 347.16
Thermo Fisher Scientific (TMO) 2.6 $11M 19k 581.20
Procter & Gamble Company (PG) 2.5 $11M 67k 162.25
Deere & Company (DE) 2.5 $11M 26k 410.75
Ishares Tr Core S&p Mcp Etf (IJH) 2.5 $11M 176k 60.74
Proshares Tr S&p 500 Dv Arist (NOBL) 2.3 $9.8M 97k 101.41
Public Storage (PSA) 2.1 $9.2M 32k 290.06
American Water Works (AWK) 2.1 $9.1M 75k 122.21
Ishares Msci Switzerland (EWL) 2.1 $9.0M 190k 47.60
Unilever Spon Adr New (UL) 2.1 $9.0M 179k 50.19
Badger Meter (BMI) 2.0 $8.8M 54k 161.81
Oracle Corporation (ORCL) 2.0 $8.5M 68k 125.61
Colgate-Palmolive Company (CL) 1.9 $8.4M 93k 90.05
Mccormick & Co Com Non Vtg (MKC) 1.9 $8.4M 109k 76.81
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.9 $8.2M 60k 136.05
Equinix (EQIX) 1.8 $7.8M 9.4k 825.30
Costco Wholesale Corporation (COST) 1.8 $7.6M 10k 732.62
Ishares Tr S&p Mc 400gr Etf (IJK) 1.7 $7.4M 82k 91.25
JPMorgan Chase & Co. (JPM) 1.7 $7.4M 37k 200.30
Starbucks Corporation (SBUX) 1.7 $7.2M 79k 91.39
Vanguard World Consum Stp Etf (VDC) 1.6 $6.8M 33k 204.14
Wal-Mart Stores (WMT) 1.5 $6.5M 108k 60.17
Apple (AAPL) 1.4 $6.2M 36k 171.48
Pepsi (PEP) 1.4 $6.2M 35k 175.01
Diageo Spon Adr New (DEO) 1.4 $5.9M 40k 148.74
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.4 $5.8M 205k 28.40
Kimberly-Clark Corporation (KMB) 1.2 $5.3M 41k 129.35
Electronic Arts (EA) 1.2 $5.2M 40k 132.67
Amgen (AMGN) 1.2 $5.0M 18k 284.32
Clorox Company (CLX) 1.1 $4.9M 32k 153.11
Exxon Mobil Corporation (XOM) 1.1 $4.9M 42k 116.24
Infosys Sponsored Adr (INFY) 1.0 $4.5M 252k 17.93
Target Corporation (TGT) 1.0 $4.4M 25k 177.21
McDonald's Corporation (MCD) 0.9 $3.9M 14k 281.94
Southern Company (SO) 0.9 $3.9M 54k 71.74
Verizon Communications (VZ) 0.9 $3.8M 90k 41.96
Cisco Systems (CSCO) 0.9 $3.7M 75k 49.91
Ishares Tr Tips Bd Etf (TIP) 0.8 $3.5M 33k 107.41
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.8 $3.4M 37k 92.72
Intuit (INTU) 0.7 $3.2M 4.9k 650.03
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.7 $2.9M 56k 51.60
Intel Corporation (INTC) 0.6 $2.7M 62k 44.17
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $2.6M 35k 72.63
Cognizant Technology Solutio Cl A (CTSH) 0.6 $2.5M 35k 73.29
Sony Group Corp Sponsored Adr (SONY) 0.6 $2.5M 29k 85.74
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.4M 5.7k 420.52
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $2.3M 27k 86.48
FactSet Research Systems (FDS) 0.5 $2.3M 5.0k 454.39
Visa Com Cl A (V) 0.5 $2.1M 7.7k 279.08
3M Company (MMM) 0.4 $1.8M 17k 106.07
Newmont Mining Corporation (NEM) 0.4 $1.7M 47k 35.84
Essential Utils (WTRG) 0.4 $1.6M 44k 37.05
Coca-Cola Company (KO) 0.3 $1.5M 25k 61.18
Duke Energy Corp Com New (DUK) 0.3 $1.5M 15k 96.71
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.4M 9.1k 152.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.4M 2.6k 523.07
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.3M 16k 84.44
Black Hills Corporation (BKH) 0.3 $1.3M 24k 54.60
Nextera Energy (NEE) 0.2 $928k 15k 63.91
Ambev Sa Sponsored Adr (ABEV) 0.2 $905k 365k 2.48
Vanguard World Utilities Etf (VPU) 0.2 $899k 6.3k 142.58
Haemonetics Corporation (HAE) 0.2 $873k 10k 85.35
McKesson Corporation (MCK) 0.2 $813k 1.5k 536.85
Sk Telecom Sponsored Adr (SKM) 0.2 $806k 37k 21.56
C H Robinson Worldwide Com New (CHRW) 0.2 $731k 9.6k 76.14
Nuveen Insured Tax-Free Adv Munici (NEA) 0.2 $711k 64k 11.07
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $690k 14k 51.28
Johnson & Johnson (JNJ) 0.2 $665k 4.2k 158.19
Waters Corporation (WAT) 0.2 $657k 1.9k 344.23
International Business Machines (IBM) 0.2 $655k 3.4k 190.96
Amazon (AMZN) 0.2 $649k 3.6k 180.38
Canadian Natl Ry (CNI) 0.1 $627k 4.8k 131.71
Kraft Heinz (KHC) 0.1 $609k 17k 36.90
Lowe's Companies (LOW) 0.1 $596k 2.3k 254.73
Laboratory Corp Amer Hldgs Com New 0.1 $596k 2.7k 218.46
Potlatch Corporation (PCH) 0.1 $502k 11k 47.02
Ishares Tr Conser Alloc Etf (AOK) 0.1 $493k 13k 36.82
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $478k 2.6k 182.61
Trane Technologies SHS (TT) 0.1 $477k 1.6k 300.18
Merck & Co (MRK) 0.1 $474k 3.6k 131.95
Walt Disney Company (DIS) 0.1 $464k 3.8k 122.36
Marriott Intl Cl A (MAR) 0.1 $454k 1.8k 252.31
Chevron Corporation (CVX) 0.1 $446k 2.8k 157.74
Abbott Laboratories (ABT) 0.1 $424k 3.7k 113.66
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $389k 3.6k 109.17
American Express Company (AXP) 0.1 $386k 1.7k 227.69
Adobe Systems Incorporated (ADBE) 0.1 $370k 733.00 504.60
Novartis Sponsored Adr (NVS) 0.1 $360k 3.7k 96.73
Rbc Cad (RY) 0.1 $358k 3.5k 100.88
Honeywell International (HON) 0.1 $354k 1.7k 205.25
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $349k 4.1k 84.09
Vanguard Index Fds Large Cap Etf (VV) 0.1 $344k 1.4k 239.76
National Presto Industries (NPK) 0.1 $316k 3.8k 83.80
Union Pacific Corporation (UNP) 0.1 $304k 1.2k 245.93
AutoZone (AZO) 0.1 $299k 95.00 3151.65
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $298k 4.0k 75.40
O'reilly Automotive (ORLY) 0.1 $282k 250.00 1128.88
UnitedHealth (UNH) 0.1 $262k 530.00 494.70
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.1 $256k 5.8k 44.40
Wells Fargo & Company (WFC) 0.1 $249k 4.3k 57.96
Emerson Electric (EMR) 0.1 $249k 2.2k 113.42
Masco Corporation (MAS) 0.1 $241k 3.1k 78.88
Vanguard World Energy Etf (VDE) 0.1 $234k 1.8k 131.70
ConocoPhillips (COP) 0.1 $232k 1.8k 127.28
Freeport-mcmoran CL B (FCX) 0.1 $227k 4.8k 47.02
Progressive Corporation (PGR) 0.1 $227k 1.1k 206.82
CSX Corporation (CSX) 0.1 $221k 6.0k 37.07
Roper Industries (ROP) 0.0 $208k 370.00 560.84
Qualcomm (QCOM) 0.0 $203k 1.2k 169.30
Caterpillar (CAT) 0.0 $195k 533.00 366.43
PNC Financial Services (PNC) 0.0 $192k 1.2k 161.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $190k 732.00 259.90
Eli Lilly & Co. (LLY) 0.0 $188k 241.00 777.96
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $181k 536.00 337.05
Medtronic SHS (MDT) 0.0 $178k 2.0k 87.15
Mid-America Apartment (MAA) 0.0 $176k 1.3k 131.58
Rockwell Automation (ROK) 0.0 $175k 600.00 291.33
Consolidated Edison (ED) 0.0 $171k 1.9k 90.81
General Dynamics Corporation (GD) 0.0 $170k 600.00 282.49
Host Hotels & Resorts (HST) 0.0 $169k 8.2k 20.68
Servicenow (NOW) 0.0 $164k 215.00 762.40
PPG Industries (PPG) 0.0 $163k 1.1k 144.90
Dupont De Nemours (DD) 0.0 $161k 2.1k 76.67
Blackstone Group Inc Com Cl A (BX) 0.0 $158k 1.2k 131.37
Ameriprise Financial (AMP) 0.0 $157k 358.00 438.44
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.0 $156k 2.8k 56.40
Ford Motor Company (F) 0.0 $154k 12k 13.28
National Health Investors (NHI) 0.0 $146k 2.3k 62.83
At&t (T) 0.0 $146k 8.3k 17.60
Eastman Chemical Company (EMN) 0.0 $145k 1.4k 100.22
Dow (DOW) 0.0 $139k 2.4k 57.93
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $137k 1.2k 115.34
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $135k 1.7k 80.63
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $133k 742.00 179.11
Intuitive Surgical Com New (ISRG) 0.0 $129k 324.00 399.09
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $128k 1.9k 65.87
BlackRock 0.0 $127k 152.00 833.70
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.0 $125k 2.8k 44.21
Celsius Hldgs Com New (CELH) 0.0 $124k 1.5k 82.92
Raytheon Technologies Corp (RTX) 0.0 $117k 1.2k 97.53
Abbvie (ABBV) 0.0 $116k 638.00 182.10
Meta Platforms Cl A (META) 0.0 $110k 227.00 485.58
L3harris Technologies (LHX) 0.0 $109k 510.00 213.10
Spx Corp (SPXC) 0.0 $105k 856.00 123.13
Vanguard World Mega Cap Val Etf (MGV) 0.0 $103k 864.00 119.51
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $103k 413.00 249.86
Molson Coors Beverage CL B (TAP) 0.0 $102k 1.5k 67.25
Vanguard World Health Car Etf (VHT) 0.0 $96k 356.00 270.52
Atmos Energy Corporation (ATO) 0.0 $94k 790.00 118.87
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.0 $92k 2.4k 38.47
PPL Corporation (PPL) 0.0 $92k 3.3k 27.53
Advanced Micro Devices (AMD) 0.0 $90k 500.00 180.49
Stryker Corporation (SYK) 0.0 $90k 250.00 357.87
Ishares Tr Russell 2000 Etf (IWM) 0.0 $88k 420.00 210.30
Lockheed Martin Corporation (LMT) 0.0 $88k 194.00 454.87
Kroger (KR) 0.0 $86k 1.5k 57.13
Ishares Tr Ishares Biotech (IBB) 0.0 $86k 624.00 137.22
Wec Energy Group (WEC) 0.0 $84k 1.0k 82.12
Public Service Enterprise (PEG) 0.0 $82k 1.2k 66.78
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $80k 485.00 164.35
Texas Pacific Land Corp (TPL) 0.0 $78k 135.00 578.51
Barings Bdc (BBDC) 0.0 $77k 8.3k 9.30
Sanofi Sponsored Adr (SNY) 0.0 $77k 1.6k 48.60
Ishares Tr Core High Dv Etf (HDV) 0.0 $76k 693.00 110.21
Micron Technology (MU) 0.0 $76k 641.00 117.94
Ishares Tr U.s. Tech Etf (IYW) 0.0 $73k 542.00 135.17
Select Sector Spdr Tr Financial (XLF) 0.0 $71k 1.7k 42.12
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $66k 865.00 76.67
Silvercrest Asset Mgmt Group Cl A (SAMG) 0.0 $63k 4.0k 15.81
Boeing Company (BA) 0.0 $63k 324.00 192.99
Select Sector Spdr Tr Technology (XLK) 0.0 $63k 300.00 208.27
New Jersey Resources Corporation (NJR) 0.0 $62k 1.4k 42.91
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.0 $61k 2.6k 23.83
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $60k 544.00 110.52
United Parcel Service CL B (UPS) 0.0 $59k 396.00 148.63
Phillips 66 (PSX) 0.0 $55k 339.00 163.34
MGE Energy (MGEE) 0.0 $55k 701.00 78.72
Corteva (CTVA) 0.0 $53k 925.00 57.67
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.0 $51k 1.1k 46.51
Proshares Tr Ultrashrt S&p500 (SDS) 0.0 $51k 2.0k 24.86
Broadcom (AVGO) 0.0 $50k 38.00 1325.42
Cgi Cl A Sub Vtg (GIB) 0.0 $50k 450.00 110.49
Ishares Tr Core Msci Eafe (IEFA) 0.0 $49k 665.00 74.22
First Ban (FBNC) 0.0 $49k 1.4k 36.12
Northwest Natural Holdin (NWN) 0.0 $48k 1.3k 37.22
Vanguard Index Fds Small Cp Etf (VB) 0.0 $47k 205.00 228.59
Automatic Data Processing (ADP) 0.0 $46k 184.00 249.74
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.0 $46k 802.00 56.68
Pinnacle West Capital Corporation (PNW) 0.0 $45k 601.00 74.73
Ishares Tr Select Divid Etf (DVY) 0.0 $43k 350.00 123.18
Gilead Sciences (GILD) 0.0 $40k 550.00 73.25
Prologis (PLD) 0.0 $39k 300.00 130.22
Walgreen Boots Alliance (WBA) 0.0 $39k 1.8k 21.69
Comcast Corp Cl A (CMCSA) 0.0 $39k 888.00 43.35
Shell Spon Ads (SHEL) 0.0 $38k 560.00 67.04
salesforce (CRM) 0.0 $37k 122.00 301.18
Altria (MO) 0.0 $37k 841.00 43.62
American Electric Power Company (AEP) 0.0 $37k 426.00 86.10
Air Products & Chemicals (APD) 0.0 $36k 150.00 242.27
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $35k 462.00 75.98
International Flavors & Fragrances (IFF) 0.0 $34k 400.00 85.99
Mondelez Intl Cl A (MDLZ) 0.0 $34k 484.00 70.00
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $33k 400.00 83.58
Home Depot (HD) 0.0 $32k 83.00 383.60
Wisdomtree Tr Us Midcap Divid (DON) 0.0 $32k 645.00 48.77
Enterprise Products Partners (EPD) 0.0 $31k 1.1k 29.18
Hershey Company (HSY) 0.0 $29k 150.00 194.50
Xylem (XYL) 0.0 $29k 225.00 129.24
Brown Forman Corp CL B (BF.B) 0.0 $29k 562.00 51.62
Pfizer (PFE) 0.0 $28k 1.0k 27.75
Philip Morris International (PM) 0.0 $28k 300.00 91.62
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $27k 146.00 187.36
Edison International (EIX) 0.0 $27k 380.00 70.73
Bristol Myers Squibb (BMY) 0.0 $27k 495.00 54.23
Tanger Factory Outlet Centers (SKT) 0.0 $27k 900.00 29.53
Huntington Ingalls Inds (HII) 0.0 $26k 90.00 291.48
Entergy Corporation (ETR) 0.0 $26k 247.00 105.68
Check Point Software Tech Lt Ord (CHKP) 0.0 $26k 158.00 164.01
Albemarle Corporation (ALB) 0.0 $26k 196.00 131.74
Steris Shs Usd (STE) 0.0 $25k 112.00 224.82
Dominion Resources (D) 0.0 $25k 510.00 49.19
Goldman Sachs (GS) 0.0 $25k 60.00 417.70
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $24k 400.00 60.78
Acuity Brands (AYI) 0.0 $24k 90.00 268.73
Darden Restaurants (DRI) 0.0 $24k 144.00 167.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $24k 571.00 41.77
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $23k 345.00 65.65
Northern Trust Corporation (NTRS) 0.0 $22k 250.00 88.92
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $22k 1.4k 15.73
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $21k 345.00 61.90
Palo Alto Networks (PANW) 0.0 $21k 75.00 284.13
Vanguard Index Fds Growth Etf (VUG) 0.0 $21k 60.00 344.20
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $20k 135.00 147.73
Vanguard Index Fds Value Etf (VTV) 0.0 $19k 119.00 162.87
FirstEnergy (FE) 0.0 $19k 500.00 38.62
Zimmer Holdings (ZBH) 0.0 $19k 146.00 131.99
Kellogg Company (K) 0.0 $19k 325.00 57.29
Ishares Core Msci Emkt (IEMG) 0.0 $19k 360.00 51.60
Ingles Mkts Cl A (IMKTA) 0.0 $18k 239.00 76.79
Wheaton Precious Metals Corp (WPM) 0.0 $18k 385.00 47.13
Te Connectivity SHS 0.0 $18k 124.00 145.24
Vanguard World Inf Tech Etf (VGT) 0.0 $17k 32.00 524.34
Eaton Corp SHS (ETN) 0.0 $17k 53.00 312.70
Ishares Tr Mbs Etf (MBB) 0.0 $17k 179.00 92.42
Marsh & McLennan Companies (MMC) 0.0 $17k 80.00 205.99
Biogen Idec (BIIB) 0.0 $16k 74.00 215.64
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $16k 264.00 60.42
Ecolab (ECL) 0.0 $16k 67.00 230.91
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $15k 39.00 395.54
Constellation Brands Cl A (STZ) 0.0 $15k 54.00 271.78
Ishares Tr Msci Intl Moment (IMTM) 0.0 $15k 371.00 39.23
EnPro Industries (NPO) 0.0 $14k 85.00 168.78
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.0 $14k 401.00 35.61
American Tower Reit (AMT) 0.0 $14k 72.00 197.60
Tc Energy Corp (TRP) 0.0 $14k 350.00 40.20
Symbotic Class A Com (SYM) 0.0 $14k 310.00 45.00
Hologic (HOLX) 0.0 $14k 175.00 77.96
FedEx Corporation (FDX) 0.0 $14k 47.00 289.74
Eversource Energy (ES) 0.0 $13k 225.00 59.77
GSK Sponsored Adr (GSK) 0.0 $13k 313.00 42.87
NiSource (NI) 0.0 $12k 445.00 27.66
Fortune Brands (FBIN) 0.0 $12k 144.00 84.67
Calamos Strategic Total Retu Com Sh Ben Int (CSQ) 0.0 $12k 732.00 16.37
Illumina (ILMN) 0.0 $12k 85.00 137.33
Carrier Global Corporation (CARR) 0.0 $12k 200.00 58.13
Nike CL B (NKE) 0.0 $11k 121.00 93.98
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.0 $11k 147.00 76.00
Campbell Soup Company (CPB) 0.0 $11k 250.00 44.45
Cameco Corporation (CCJ) 0.0 $11k 250.00 43.32
Truist Financial Corp equities (TFC) 0.0 $11k 277.00 38.98
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $10k 230.00 45.37
Spdr Ser Tr S&p Regl Bkg (KRE) 0.0 $10k 205.00 50.19
Otis Worldwide Corp (OTIS) 0.0 $9.9k 100.00 99.27
Ishares Tr Core Div Grwth (DGRO) 0.0 $9.9k 170.00 58.06
First Solar (FSLR) 0.0 $9.8k 58.00 168.81
Asml Holding N V N Y Registry Shs (ASML) 0.0 $9.7k 10.00 970.50
Illinois Tool Works (ITW) 0.0 $9.4k 35.00 268.34
Solaredge Technologies (SEDG) 0.0 $9.2k 130.00 70.98
Teleflex Incorporated (TFX) 0.0 $9.0k 40.00 226.18
Hp (HPQ) 0.0 $9.0k 298.00 30.22
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $9.0k 182.00 49.19
Advance Auto Parts (AAP) 0.0 $8.9k 105.00 85.10
Alcon Ord Shs (ALC) 0.0 $8.7k 104.00 83.30
Bank of New York Mellon Corporation (BK) 0.0 $8.6k 150.00 57.62
Bce Com New (BCE) 0.0 $8.5k 250.00 33.98
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $8.3k 35.00 235.80
Paychex (PAYX) 0.0 $8.1k 66.00 122.80
Texas Instruments Incorporated (TXN) 0.0 $8.0k 46.00 174.22
Trimble Navigation (TRMB) 0.0 $7.9k 122.00 64.36
BorgWarner (BWA) 0.0 $7.8k 225.00 34.74
Global X Fds Cybrscurty Etf (BUG) 0.0 $7.7k 260.00 29.75
PG&E Corporation (PCG) 0.0 $7.5k 450.00 16.76
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $7.1k 79.00 90.44
Watts Water Technologies Cl A (WTS) 0.0 $7.0k 33.00 212.58
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $7.0k 90.00 77.31
Baidu Spon Adr Rep A (BIDU) 0.0 $6.8k 65.00 105.29
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $6.7k 57.00 117.21
Under Armour Cl A (UAA) 0.0 $5.9k 800.00 7.38
Ishares Tr U.s. Finls Etf (IYF) 0.0 $5.7k 60.00 95.65
Johnson Ctls Intl SHS (JCI) 0.0 $5.4k 83.00 65.33
Vornado Rlty Tr Sh Ben Int (VNO) 0.0 $5.4k 186.00 28.77
Hewlett Packard Enterprise (HPE) 0.0 $5.1k 286.00 17.73
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $4.9k 300.00 16.34
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $4.6k 96.00 48.22
Warner Bros Discovery Com Ser A (WBD) 0.0 $4.4k 505.00 8.73
Peak (DOC) 0.0 $4.3k 230.00 18.75
Netflix (NFLX) 0.0 $4.3k 7.00 607.43
F.N.B. Corporation (FNB) 0.0 $4.2k 300.00 14.10
Safety Insurance (SAFT) 0.0 $4.1k 50.00 82.20
Compass Minerals International (CMP) 0.0 $4.1k 260.00 15.74
WSFS Financial Corporation (WSFS) 0.0 $4.0k 88.00 45.15
United Natural Foods (UNFI) 0.0 $3.9k 338.00 11.49
Prudential Financial (PRU) 0.0 $3.8k 32.00 117.41
CVS Caremark Corporation (CVS) 0.0 $3.6k 45.00 79.78
Smucker J M Com New (SJM) 0.0 $2.9k 23.00 127.83
Autodesk (ADSK) 0.0 $2.9k 11.00 260.45
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $2.8k 35.00 80.51
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $2.8k 55.00 50.18
Sun Life Financial (SLF) 0.0 $2.7k 50.00 54.58
Corning Incorporated (GLW) 0.0 $2.5k 75.00 32.96
Ptc (PTC) 0.0 $2.4k 13.00 181.69
Chesapeake Energy Corp (EXE) 0.0 $2.2k 25.00 87.08
Haleon Spon Ads (HLN) 0.0 $2.1k 250.00 8.49
Select Sector Spdr Tr Energy (XLE) 0.0 $2.1k 22.00 94.45
Ishares Tr Mrgstr Md Cp Val (IMCV) 0.0 $2.0k 27.00 72.56
MetLife (MET) 0.0 $1.9k 25.00 74.12
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $1.6k 15.00 108.93
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $1.6k 19.00 85.11
Wk Kellogg Com Shs (KLG) 0.0 $1.5k 81.00 18.80
Uber Technologies (UBER) 0.0 $1.5k 19.00 77.00
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $1.4k 15.00 94.67
Citizens Financial (CFG) 0.0 $1.4k 38.00 35.82
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $1.3k 7.00 192.00
Match Group (MTCH) 0.0 $1.3k 37.00 36.30
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $1.3k 5.00 260.80
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $1.2k 13.00 89.54
Orla Mining LTD New F (ORLA) 0.0 $1.1k 300.00 3.79
Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.0 $1.1k 37.00 29.03
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $1.0k 86.00 11.88
Organon & Co Common Stock (OGN) 0.0 $921.998700 49.00 18.82
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $918.999900 13.00 70.69
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $684.000000 30.00 22.80
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $678.000000 4.00 169.50
Ishares Tr Usd Inv Grde Etf (USIG) 0.0 $661.000600 13.00 50.85
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $466.999800 6.00 77.83
Kyndryl Hldgs Common Stock (KD) 0.0 $436.000000 20.00 21.80
Synovus Finl Corp Com New (SNV) 0.0 $401.000000 10.00 40.10
Mayville Engineering (MEC) 0.0 $359.000000 25.00 14.36
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $293.000000 5.00 58.60
Wheels Up Experience Com Cl A (UP) 0.0 $287.000000 100.00 2.87
Tenet Healthcare Corp Com New (THC) 0.0 $211.000000 2.00 105.50
Brighthouse Finl (BHF) 0.0 $116.000000 2.00 58.00
Assertio Holdings Com New (ASRT) 0.0 $62.998000 65.00 0.97
Koninklijke Philips N V Ny Regis Shs New (PHG) 0.0 $19.000000 1.00 19.00
Transcode Therapeutics Com New (RNAZ) 0.0 $1.000000 1.00 1.00
Charter Communications Inc N Cl A (CHTR) 0.0 $0 0 0.00