$351 Million is the total value of First Personal Financial Services's 318 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VO | New | VANGUARD INDEX FDSmid cap etf | $43,000 | – | 210 | +100.0% | 0.01% | – |
| CRM | New | SALESFORCE COM INC | $32,000 | – | 146 | +100.0% | 0.01% | – |
| VTRS | New | VIATRIS INC | $28,000 | – | 1,516 | +100.0% | 0.01% | – |
| ASML | New | ASML HOLDING N V | $28,000 | – | 58 | +100.0% | 0.01% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $23,000 | – | 65 | +100.0% | 0.01% | – |
| HD | New | HOME DEPOT INC | $24,000 | – | 92 | +100.0% | 0.01% | – |
| SAP | New | SAP SEspon adr | $20,000 | – | 154 | +100.0% | 0.01% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $22,000 | – | 289 | +100.0% | 0.01% | – |
| MS | New | MORGAN STANLEY | $20,000 | – | 290 | +100.0% | 0.01% | – |
| ING | New | ING GROEP N.V.sponsored adr | $17,000 | – | 1,756 | +100.0% | 0.01% | – |
| NKE | New | NIKE INCcl b | $18,000 | – | 130 | +100.0% | 0.01% | – |
| BHP | New | BHP GROUP LTDsponsored ads | $16,000 | – | 242 | +100.0% | 0.01% | – |
| TTE | New | TOTAL SEsponsored ads | $16,000 | – | 382 | +100.0% | 0.01% | – |
| NVO | New | NOVO-NORDISK A Sadr | $14,000 | – | 202 | +100.0% | 0.00% | – |
| PYPL | New | PAYPAL HLDGS INC | $13,000 | – | 57 | +100.0% | 0.00% | – |
| DHR | New | DANAHER CORPORATION | $15,000 | – | 68 | +100.0% | 0.00% | – |
| TM | New | TOYOTA MOTOR CORP | $15,000 | – | 100 | +100.0% | 0.00% | – |
| COF | New | CAPITAL ONE FINL CORP | $9,000 | – | 92 | +100.0% | 0.00% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $10,000 | – | 207 | +100.0% | 0.00% | – |
| NFLX | New | NETFLIX INC | $9,000 | – | 16 | +100.0% | 0.00% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $12,000 | – | 52 | +100.0% | 0.00% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $10,000 | – | 275 | +100.0% | 0.00% | – |
| BUG | New | GLOBAL X FDScybrscurty etf | $11,000 | – | 380 | +100.0% | 0.00% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $6,000 | – | 69 | +100.0% | 0.00% | – |
| BSX | New | BOSTON SCIENTIFIC CORP | $6,000 | – | 155 | +100.0% | 0.00% | – |
| COP | New | CONOCOPHILLIPS | $3,000 | – | 64 | +100.0% | 0.00% | – |
| CNBS | New | AMPLIFY ETF TRseymour cannbs | $2,000 | – | 100 | +100.0% | 0.00% | – |
| SLB | New | SCHLUMBERGER LTD | $5,000 | – | 234 | +100.0% | 0.00% | – |
| MRO | New | MARATHON OIL CORP | $3,000 | – | 408 | +100.0% | 0.00% | – |
| LRCX | New | LAM RESEARCH CORP | $5,000 | – | 10 | +100.0% | 0.00% | – |
| EUFN | New | ISHARES TRmsci euro fl etf | $4,000 | – | 248 | +100.0% | 0.00% | – |
| BP | New | BP PLCsponsored adr | $4,000 | – | 207 | +100.0% | 0.00% | – |
| BBVA | New | BANCO BILBAO VIZCAYA ARGENTAsponsored adr | $5,000 | – | 981 | +100.0% | 0.00% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $1,000 | – | 3 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-01
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 36 | Q3 2023 | 3.2% |
| ACCENTURE PLC IRELAND | 36 | Q3 2023 | 3.9% |
| MICROSOFT CORP | 36 | Q3 2023 | 3.1% |
| ISHARES TR | 36 | Q3 2023 | 3.1% |
| DEERE & CO | 36 | Q3 2023 | 3.7% |
| ISHARES TR | 36 | Q3 2023 | 5.2% |
| ISHARES INC | 36 | Q3 2023 | 2.5% |
| ANSYS INC | 36 | Q3 2023 | 3.4% |
| PROCTER & GAMBLE CO | 36 | Q3 2023 | 2.7% |
| WASTE MGMT INC DEL | 36 | Q3 2023 | 3.0% |
View First Personal Financial Services's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-04 |
View First Personal Financial Services's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.