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CIK: 0001633869
Total reported value
$472.9M
$472.9M
359 檔
15.6%
According to the latest 13F quarterly dataset, First Personal Financial Services managed an equity portfolio of $472.9M at the end of Q2 2024, spanning 359 distinct U.S. exchange-listed positions.
During Q2 2024, First Personal Financial Services's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GOOGL, WM) accounted for 15.6% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 359 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.93% | — | +12.96% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.68% | — | -4.22% | |
| 3 | WM | Waste Management Inc | Stock-Industrials | 3.25% | — | +0.69% | |
| 4 | ACN | Accenture plc | Stock-Tech | 3.04% | — | +0.24% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.74% | — | -1.17% | |
| 6 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.49% | — | -0.19% | |
| 7 | AKX | Ansys Inc | Stock-Other | 2.42% | — | -0.31% | |
| 8 | NUE | Nucor CORP | Stock-Materials | 2.37% | — | +0.07% | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 2.37% | — | -0.31% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.36% | — | -0.39% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.31% | — | -0.51% | |
| 12 | AWK | American Water Works Co Inc | Stock-Utilities | 2.29% | — | +4.77% | |
| 13 | BMI | Badger Meter Inc | Stock-Tech | 2.27% | — | -0.74% | |
| 14 | DE | Deere & Co | Stock-Industrials | 2.25% | — | +2.22% | |
| 15 | UL | Unilever PLC | Stock-Consumer Staples | 2.20% | — | -0.99% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 2.15% | — | +2.27% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 2.15% | — | -0.58% | |
| 18 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 2.11% | — | +1.70% | |
| 19 | PSA | Public Storage | Stock-Real Estate | 2.08% | — | +0.65% | |
| 20 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 2.04% | — | -0.12% | |
| 21 | MKC | Mccormick & Co-non Vtg Shrs | Stock-Consumer Staples | 2.04% | — | +16.77% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.76% | — | -12.28% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 1.71% | — | -1.09% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.68% | — | -0.42% | |
| 25 | EQIX | Equinix Inc | Stock-Real Estate | 1.66% | — | +2.98% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.65% | — | -0.58% | |
| 27 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.62% | — | +0.08% | |
| 28 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.53% | — | +0.69% | |
| 29 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.40% | — | +0.66% | |
| 30 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.32% | — | +0.86% | |
| 31 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.32% | — | +3.53% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.31% | — | +0.24% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 1.25% | — | -0.11% | |
| 34 | EA | Electronic Arts Inc | Stock-Comm Services | 1.21% | — | -3.00% | |
| 35 | DEO | Diageo Plc-sponsored Adr | Stock-Consumer Staples | 1.16% | — | +2.33% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 1.11% | — | +1.01% | |
| 37 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 1.08% | — | +1.45% | |
| 38 | CLX | Clorox Company | Stock-Consumer Staples | 1.04% | — | +4.40% | |
| 39 | SO | Southern Co/the | Stock-Utilities | 0.98% | — | +3.87% | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.85% | — | +0.73% | |
| 41 | TGT | Target CORP | Stock-Consumer Disc | 0.82% | — | -0.30% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.81% | — | -3.65% | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.78% | — | -0.38% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.78% | — | -2.31% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.76% | — | -5.20% | |
| 46 | INTU | Intuit Inc | Stock-Tech | 0.73% | — | +0.24% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.69% | — | +33.45% | |
| 48 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.64% | — | -0.91% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.58% | — | +0.26% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.55% | — | — |
According to official SEC Form 13F filings, First Personal Financial Services reported a total U.S. public equity portfolio value of $472.9M across 359 disclosed positions in Q2 2024.
During Q2 2024, First Personal Financial Services's top holdings by market value included MSFT (3.9%)、GOOGL (3.7%)、WM (3.3%). The largest single position, MSFT, represented 3.9% of total portfolio value.
In Q2 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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