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CIK: 0001633869
Total reported value
$472.9M
$472.9M
362 檔
15.1%
At the close of Q1 2024, First Personal Financial Services disclosed equity holdings valued at approximately $472.9M, spread across 362 reported holdings.
During Q1 2024, First Personal Financial Services's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 362 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACN | Accenture plc | Stock-Tech | 3.55% | — | -1.13% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.36% | — | -3.36% | |
| 3 | WM | Waste Management Inc | Stock-Industrials | 3.30% | — | -2.98% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.27% | — | -0.94% | |
| 5 | NUE | Nucor CORP | Stock-Materials | 3.04% | — | -2.52% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.73% | — | +2.99% | |
| 7 | AKX | Ansys Inc | Stock-Other | 2.68% | — | -1.13% | |
| 8 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.56% | — | -1.79% | |
| 9 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.51% | — | -1.21% | |
| 10 | DE | Deere & Co | Stock-Industrials | 2.49% | — | -0.89% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.48% | — | +388.66% | |
| 12 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.27% | — | -0.40% | |
| 13 | PSA | Public Storage | Stock-Real Estate | 2.14% | — | +3.65% | |
| 14 | AWK | American Water Works Co Inc | Stock-Utilities | 2.12% | — | +2.15% | |
| 15 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 2.10% | — | +5.77% | |
| 16 | UL | Unilever PLC | Stock-Consumer Staples | 2.08% | — | -2.02% | |
| 17 | BMI | Badger Meter Inc | Stock-Tech | 2.04% | — | -10.48% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.97% | — | -1.00% | |
| 19 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.95% | — | -4.97% | |
| 20 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 1.94% | — | +2.85% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.90% | — | -3.26% | |
| 22 | EQIX | Equinix Inc | Stock-Real Estate | 1.81% | — | +0.77% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.77% | — | -3.10% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.72% | — | -2.38% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.72% | — | -0.81% | |
| 26 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.67% | — | +2.45% | |
| 27 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.57% | — | +0.50% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 1.51% | — | +197.56% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 1.45% | — | -0.27% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.43% | — | +1.59% | |
| 31 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.37% | — | -1.01% | |
| 32 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.35% | — | +3.91% | |
| 33 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.22% | — | +0.32% | |
| 34 | EA | Electronic Arts Inc | Stock-Comm Services | 1.22% | — | +0.46% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 1.17% | — | -4.01% | |
| 36 | CLX | Clorox Company | Stock-Consumer Staples | 1.15% | — | -0.26% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 1.14% | — | +0.18% | |
| 38 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 1.05% | — | +3.89% | |
| 39 | TGT | Target CORP | Stock-Consumer Disc | 1.01% | — | -4.11% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.91% | — | -5.63% | |
| 41 | SO | Southern Co/the | Stock-Utilities | 0.90% | — | +93.94% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.88% | — | +6.73% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.87% | — | -4.84% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.81% | — | -1.69% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.79% | — | -6.77% | |
| 46 | INTU | Intuit Inc | Stock-Tech | 0.74% | — | -3.29% | |
| 47 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.67% | — | -7.28% | |
| 48 | INTC | Intel CORP | Stock-Tech | 0.64% | — | -3.48% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.59% | — | -3.02% | |
| 50 | CTSH | Cognizant Tech Solutions-a | Stock-Tech | 0.59% | — | -5.75% |
According to official SEC Form 13F filings, First Personal Financial Services reported a total U.S. public equity portfolio value of $472.9M across 362 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ACN, MSFT, WM) accounted for 15.1% of total reported equity market value during Q1 2024.
During Q1 2024, First Personal Financial Services's top holdings by market value included ACN (3.5%)、MSFT (3.4%)、WM (3.3%). The largest single position, ACN, represented 3.5% of total portfolio value.
In Q1 2024, First Personal Financial Services made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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