$357 Million is the total value of First Personal Financial Services's 341 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 8.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACN | Sell | ACCENTURE PLC IRELAND | $11,930,000 | -17.9% | 42,968 | -0.3% | 3.34% | -1.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $10,428,000 | -22.7% | 4,785 | -1.3% | 2.92% | -7.2% |
| WM | Sell | WASTE MGMT INC DEL | $9,890,000 | -5.2% | 64,648 | -1.7% | 2.77% | +13.9% |
| MSFT | Sell | MICROSOFT CORP | $9,723,000 | -17.4% | 37,858 | -0.8% | 2.72% | -0.8% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $9,702,000 | -24.6% | 25,590 | -9.8% | 2.72% | -9.5% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $9,426,000 | -1.5% | 17,349 | +7.1% | 2.64% | +18.3% |
| AWK | Buy | AMERICAN WTR WKS CO INC NEW | $9,249,000 | -8.6% | 62,171 | +1.7% | 2.59% | +9.7% |
| PG | Sell | PROCTER AND GAMBLE CO | $9,184,000 | -7.0% | 63,869 | -1.2% | 2.57% | +11.7% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $8,987,000 | -18.1% | 39,724 | -2.9% | 2.52% | -1.6% |
| DE | Sell | DEERE & CO | $8,955,000 | -31.0% | 29,904 | -4.3% | 2.51% | -17.1% |
| PSA | Sell | PUBLIC STORAGE | $8,757,000 | -21.4% | 28,008 | -1.9% | 2.45% | -5.7% |
| NOBL | Sell | PROSHARES TRs&p 500 dv arist | $8,605,000 | -17.1% | 100,813 | -7.8% | 2.41% | -0.4% |
| ANSS | Buy | ANSYS INC | $8,372,000 | -22.9% | 34,988 | +2.3% | 2.34% | -7.5% |
| PFE | Buy | PFIZER INC | $8,352,000 | +3.6% | 159,292 | +2.3% | 2.34% | +24.4% |
| MKC | Buy | MCCORMICK & CO INC | $8,207,000 | -16.4% | 98,580 | +0.3% | 2.30% | +0.4% |
| UL | Buy | UNILEVER PLCspon adr new | $8,050,000 | +2.1% | 175,657 | +1.5% | 2.25% | +22.6% |
| DEO | Buy | DIAGEO PLCspon adr new | $7,901,000 | -13.1% | 45,375 | +1.4% | 2.21% | +4.4% |
| NUE | Sell | NUCOR CORP | $7,690,000 | -34.0% | 73,649 | -6.0% | 2.15% | -20.8% |
| EWL | Sell | ISHARES INCmsci switzerland | $7,435,000 | -16.1% | 179,030 | -0.8% | 2.08% | +0.8% |
| CL | Buy | COLGATE PALMOLIVE CO | $6,996,000 | +6.5% | 87,294 | +0.8% | 1.96% | +27.9% |
| CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $6,209,000 | -11.7% | 261,094 | +2.2% | 1.74% | +6.0% |
| SBUX | Buy | STARBUCKS CORP | $5,977,000 | -13.3% | 78,232 | +3.2% | 1.67% | +4.1% |
| WMT | Sell | WALMART INC | $5,796,000 | -19.2% | 47,674 | -1.0% | 1.62% | -3.0% |
| EQIX | Buy | EQUINIX INC | $5,773,000 | -10.3% | 8,787 | +1.2% | 1.62% | +7.7% |
| BMI | Sell | BADGER METER INC | $5,732,000 | -19.5% | 70,861 | -0.8% | 1.60% | -3.4% |
| IJK | Sell | ISHARES TRs&p mc 400gr etf | $5,629,000 | -25.7% | 88,324 | -9.9% | 1.58% | -10.8% |
| VDC | Sell | VANGUARD WORLD FDSconsum stp etf | $5,624,000 | -9.9% | 30,342 | -4.7% | 1.58% | +8.2% |
| ORCL | Sell | ORACLE CORP | $5,365,000 | -19.1% | 76,790 | -4.2% | 1.50% | -2.9% |
| PEP | Sell | PEPSICO INC | $5,334,000 | -2.5% | 32,005 | -2.1% | 1.49% | +17.1% |
| COST | Sell | COSTCO WHSL CORP NEW | $5,296,000 | -18.7% | 11,051 | -2.3% | 1.48% | -2.4% |
| AAPL | Sell | APPLE INC | $4,996,000 | -22.1% | 36,545 | -0.5% | 1.40% | -6.5% |
| MCD | Sell | MCDONALDS CORP | $4,770,000 | -1.7% | 19,321 | -1.5% | 1.34% | +18.0% |
| KMB | Buy | KIMBERLY-CLARK CORP | $4,658,000 | +11.3% | 34,463 | +1.4% | 1.30% | +33.6% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $4,423,000 | -21.8% | 54,106 | -0.2% | 1.24% | -6.1% |
| INFY | Sell | INFOSYS LTDsponsored adr | $4,256,000 | -25.8% | 229,948 | -0.2% | 1.19% | -10.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $4,249,000 | +1.7% | 83,723 | +2.1% | 1.19% | +22.2% |
| TIP | Buy | ISHARES TRtips bd etf | $4,237,000 | -5.7% | 37,192 | +3.1% | 1.19% | +13.2% |
| CLX | Sell | CLOROX CO DEL | $4,216,000 | -5.4% | 29,902 | -6.8% | 1.18% | +13.6% |
| ATVI | Sell | ACTIVISION BLIZZARD INC | $3,888,000 | -6.2% | 49,931 | -3.5% | 1.09% | +12.7% |
| EA | Sell | ELECTRONIC ARTS INC | $3,865,000 | -25.0% | 31,771 | -22.0% | 1.08% | -10.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,837,000 | -13.2% | 34,072 | +5.1% | 1.07% | +4.2% |
| IGIB | Sell | ISHARES TR | $3,501,000 | -9.5% | 68,562 | -2.8% | 0.98% | +8.6% |
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $3,180,000 | -24.7% | 54,843 | -2.9% | 0.89% | -9.6% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $3,121,000 | -6.8% | 41,467 | -1.5% | 0.87% | +11.9% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $3,103,000 | -16.7% | 34,059 | -0.9% | 0.87% | +0.1% |
| CSCO | Sell | CISCO SYS INC | $3,090,000 | -23.7% | 72,466 | -0.2% | 0.86% | -8.5% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $2,949,000 | -26.3% | 43,691 | -2.0% | 0.83% | -11.5% |
| TGT | Sell | TARGET CORP | $2,810,000 | -43.9% | 19,896 | -15.7% | 0.79% | -32.6% |
| VNO | Buy | VORNADO RLTY TRsh ben int | $2,263,000 | -29.5% | 79,158 | +11.8% | 0.63% | -15.2% |
| FDS | Sell | FACTSET RESH SYS INC | $2,029,000 | -21.1% | 5,276 | -10.9% | 0.57% | -5.3% |
| WTRG | Buy | ESSENTIAL UTILS INC | $1,973,000 | -9.6% | 43,039 | +0.9% | 0.55% | +8.4% |
| NEM | Buy | NEWMONT CORP | $1,963,000 | -22.5% | 32,895 | +3.2% | 0.55% | -6.8% |
| SONY | Buy | SONY GROUP CORPORATIONsponsored adr | $1,885,000 | -8.4% | 23,047 | +15.1% | 0.53% | +10.0% |
| INTU | Buy | INTUIT | $1,734,000 | -1.8% | 4,498 | +22.5% | 0.49% | +18.0% |
| INTC | Sell | INTEL CORP | $1,595,000 | -32.9% | 42,633 | -11.1% | 0.45% | -19.3% |
| V | Buy | VISA INC | $1,579,000 | -10.0% | 8,020 | +1.4% | 0.44% | +8.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,576,000 | -6.9% | 5,774 | +20.4% | 0.44% | +11.6% |
| KO | Sell | COCA COLA CO | $1,323,000 | -29.6% | 21,027 | -30.6% | 0.37% | -15.5% |
| Buy | SK TELECOM LTDsponsored adr | $1,272,000 | -11.3% | 56,982 | +1.8% | 0.36% | +6.6% | |
| GOOG | ALPHABET INCcap stk cl c | $1,234,000 | -21.7% | 564 | 0.0% | 0.35% | -5.7% | |
| NEE | Sell | NEXTERA ENERGY INC | $1,212,000 | -9.6% | 15,644 | -1.1% | 0.34% | +8.3% |
| CHRW | Sell | C H ROBINSON WORLDWIDE INC | $1,197,000 | -7.8% | 11,808 | -2.0% | 0.34% | +10.6% |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $1,108,000 | -6.0% | 7,275 | -0.2% | 0.31% | +12.7% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,099,000 | -18.5% | 18,215 | +3.2% | 0.31% | -2.2% |
| DAKT | Sell | DAKTRONICS INC | $1,011,000 | -22.1% | 335,921 | -0.6% | 0.28% | -6.6% |
| CALM | Sell | CAL MAINE FOODS INC | $1,006,000 | -60.0% | 20,360 | -55.2% | 0.28% | -51.9% |
| DUK | Buy | DUKE ENERGY CORP NEW | $960,000 | +4.3% | 8,958 | +8.7% | 0.27% | +25.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $934,000 | -28.0% | 2,475 | -13.9% | 0.26% | -13.5% |
| ABEV | Buy | AMBEV SAsponsored adr | $870,000 | -22.3% | 346,582 | +0.1% | 0.24% | -6.5% |
| HAE | Sell | HAEMONETICS CORP MASS | $797,000 | +0.4% | 12,224 | -2.7% | 0.22% | +20.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $755,000 | -19.4% | 4,251 | -19.6% | 0.21% | -3.7% |
| LH | LABORATORY CORP AMER HLDGS | $664,000 | -11.1% | 2,835 | 0.0% | 0.19% | +6.9% | |
| WAT | WATERS CORP | $638,000 | +6.7% | 1,928 | 0.0% | 0.18% | +28.8% | |
| CNI | CANADIAN NATL RY CO | $544,000 | -16.2% | 4,837 | 0.0% | 0.15% | +0.7% | |
| MCK | Sell | MCKESSON CORP | $540,000 | -8.0% | 1,654 | -13.8% | 0.15% | +10.2% |
| DIS | DISNEY WALT CO | $498,000 | -31.2% | 5,276 | 0.0% | 0.14% | -17.8% | |
| IGSB | Sell | ISHARES TR | $496,000 | -2.6% | 9,816 | -0.3% | 0.14% | +16.8% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $455,000 | -16.7% | 3,168 | -5.9% | 0.13% | 0.0% |
| ABT | Sell | ABBOTT LABS | $445,000 | -8.8% | 4,099 | -0.6% | 0.12% | +9.6% |
| AOK | Buy | ISHARES TRconser alloc etf | $430,000 | -5.1% | 12,426 | +3.4% | 0.12% | +13.2% |
| RY | Sell | ROYAL BK CDA | $395,000 | -13.8% | 4,079 | -1.8% | 0.11% | +3.7% |
| LOW | Sell | LOWES COS INC | $384,000 | -16.3% | 2,197 | -3.3% | 0.11% | +0.9% |
| XOM | Sell | EXXON MOBIL CORP | $364,000 | 0.0% | 4,249 | -3.5% | 0.10% | +20.0% |
| UNH | UNITEDHEALTH GROUP INC | $362,000 | +0.6% | 705 | 0.0% | 0.10% | +20.2% | |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $337,000 | -12.5% | 4,335 | -7.8% | 0.09% | +4.4% |
| NVS | NOVARTIS AGsponsored adr | $333,000 | -3.8% | 3,943 | 0.0% | 0.09% | +14.8% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $328,000 | +8.6% | 2,325 | 0.0% | 0.09% | +31.4% | |
| SUSA | ISHARES TRmsci usa esg slc | $327,000 | -16.8% | 4,058 | 0.0% | 0.09% | 0.0% | |
| MRK | Sell | MERCK & CO INC | $315,000 | +7.9% | 3,458 | -2.8% | 0.09% | +29.4% |
| MMM | 3M CO | $304,000 | -13.1% | 2,349 | 0.0% | 0.08% | +3.7% | |
| SPHD | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $298,000 | -6.6% | 6,760 | 0.0% | 0.08% | +12.2% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $293,000 | -17.2% | 1,698 | 0.0% | 0.08% | -1.2% | |
| IWR | ISHARES TRrus mid cap etf | $283,000 | -17.0% | 4,371 | 0.0% | 0.08% | -1.2% | |
| PNC | PNC FINL SVCS GROUP INC | $268,000 | -14.6% | 1,700 | 0.0% | 0.08% | +2.7% | |
| NPK | Buy | NATIONAL PRESTO INDS INC | $263,000 | -1.1% | 4,013 | +15.9% | 0.07% | +19.4% |
| UNP | Sell | UNION PAC CORP | $263,000 | -26.5% | 1,235 | -5.7% | 0.07% | -10.8% |
| AMZN | Buy | AMAZON COM INC | $259,000 | -34.9% | 2,440 | +1900.0% | 0.07% | -21.5% |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $256,000 | -22.2% | 405 | -15.6% | 0.07% | -6.5% |
| MAR | MARRIOTT INTL INC NEWcl a | $245,000 | -22.5% | 1,800 | 0.0% | 0.07% | -6.8% | |
| MDT | MEDTRONIC PLC | $240,000 | -18.9% | 2,669 | 0.0% | 0.07% | -2.9% | |
| MAA | MID-AMER APT CMNTYS INC | $234,000 | -16.4% | 1,338 | 0.0% | 0.07% | +1.5% | |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $232,000 | -28.2% | 634 | -10.6% | 0.06% | -13.3% |
| EMR | EMERSON ELEC CO | $231,000 | -18.7% | 2,901 | 0.0% | 0.06% | -1.5% | |
| ABB | Sell | ABB LTDsponsored adr | $223,000 | -22.0% | 8,335 | -5.7% | 0.06% | -7.5% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $210,000 | -81.2% | 7,163 | -68.1% | 0.06% | -77.3% |
| AZO | AUTOZONE INC | $204,000 | +5.2% | 95 | 0.0% | 0.06% | +26.7% | |
| VDE | VANGUARD WORLD FDSenergy etf | $184,000 | -7.1% | 1,853 | 0.0% | 0.05% | +13.0% | |
| Sell | PROSHARES TRultrashrt s&p500 | $182,000 | +14.5% | 3,608 | -15.1% | 0.05% | +37.8% | |
| HON | Buy | HONEYWELL INTL INC | $174,000 | -7.4% | 1,003 | +3.9% | 0.05% | +11.4% |
| RTX | RAYTHEON TECHNOLOGIES CORP | $168,000 | -2.9% | 1,747 | 0.0% | 0.05% | +17.5% | |
| CSX | CSX CORP | $160,000 | -22.3% | 5,502 | 0.0% | 0.04% | -6.2% | |
| MAS | MASCO CORP | $157,000 | -0.6% | 3,100 | 0.0% | 0.04% | +18.9% | |
| PGR | PROGRESSIVE CORP | $158,000 | +2.6% | 1,355 | 0.0% | 0.04% | +22.2% | |
| XMLV | INVESCO EXCH TRADED FD TR IIs&p midcp low | $152,000 | -7.9% | 2,965 | 0.0% | 0.04% | +13.2% | |
| GD | GENERAL DYNAMICS CORP | $154,000 | -8.3% | 696 | 0.0% | 0.04% | +10.3% | |
| NOW | SERVICENOW INC | $150,000 | -14.3% | 315 | 0.0% | 0.04% | +2.4% | |
| ROP | Sell | ROPER TECHNOLOGIES INC | $146,000 | -26.3% | 370 | -11.9% | 0.04% | -10.9% |
| FITB | FIFTH THIRD BANCORP | $144,000 | -22.2% | 4,300 | 0.0% | 0.04% | -7.0% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $142,000 | -9.0% | 1,977 | 0.0% | 0.04% | +11.1% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $140,000 | -2.8% | 580 | 0.0% | 0.04% | +14.7% | |
| NHI | NATIONAL HEALTH INVS INC | $141,000 | +2.9% | 2,325 | 0.0% | 0.04% | +21.9% | |
| BX | Sell | BLACKSTONE INC | $135,000 | -30.4% | 1,479 | -3.3% | 0.04% | -15.6% |
| ED | CONSOLIDATED EDISON INC | $137,000 | +0.7% | 1,439 | 0.0% | 0.04% | +18.8% | |
| F | FORD MTR CO DEL | $128,000 | -34.4% | 11,514 | 0.0% | 0.04% | -20.0% | |
| HST | HOST HOTELS & RESORTS INC | $128,000 | -19.5% | 8,183 | 0.0% | 0.04% | -2.7% | |
| XSLV | INVESCO EXCH TRADED FD TR IIs&p smlcp low | $126,000 | -9.4% | 2,833 | 0.0% | 0.04% | +9.4% | |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $120,000 | -7.7% | 1,935 | 0.0% | 0.03% | +13.3% | |
| IWD | ISHARES TRrus 1000 val etf | $122,000 | -12.9% | 842 | 0.0% | 0.03% | +3.0% | |
| BLK | Sell | BLACKROCK INC | $119,000 | -41.4% | 195 | -26.4% | 0.03% | -29.8% |
| USB | Sell | US BANCORP DEL | $117,000 | -22.5% | 2,544 | -10.5% | 0.03% | -5.7% |
| TAP | Sell | MOLSON COORS BEVERAGE COcl b | $116,000 | -7.2% | 2,124 | -9.4% | 0.03% | +10.3% |
| PPL | PPL CORP | $114,000 | -5.0% | 4,211 | 0.0% | 0.03% | +14.3% | |
| IWF | ISHARES TRrus 1000 grw etf | $113,000 | -21.0% | 515 | 0.0% | 0.03% | -3.0% | |
| QCOM | QUALCOMM INC | $112,000 | -16.4% | 875 | 0.0% | 0.03% | 0.0% | |
| LLY | LILLY ELI & CO | $107,000 | +12.6% | 331 | 0.0% | 0.03% | +36.4% | |
| XLU | SELECT SECTOR SPDR TRsbi int-utils | $103,000 | -6.4% | 1,475 | 0.0% | 0.03% | +11.5% | |
| PPG | PPG INDS INC | $98,000 | -12.5% | 856 | 0.0% | 0.03% | +3.8% | |
| KR | KROGER CO | $95,000 | -17.4% | 2,000 | 0.0% | 0.03% | 0.0% | |
| AMGN | AMGEN INC | $96,000 | 0.0% | 395 | 0.0% | 0.03% | +22.7% | |
| WFC | Sell | WELLS FARGO CO NEW | $97,000 | -73.0% | 2,489 | -66.4% | 0.03% | -67.9% |
| T | Buy | AT&T INC | $92,000 | 0.0% | 4,409 | +12.8% | 0.03% | +23.8% |
| ATO | ATMOS ENERGY CORP | $89,000 | -5.3% | 790 | 0.0% | 0.02% | +13.6% | |
| VHT | VANGUARD WORLD FDShealth car etf | $84,000 | -7.7% | 356 | 0.0% | 0.02% | +14.3% | |
| FB | Sell | META PLATFORMS INCcl a | $85,000 | -47.2% | 525 | -27.6% | 0.02% | -36.8% |
| PRF | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $87,000 | -13.0% | 584 | 0.0% | 0.02% | +4.3% | |
| SYK | STRYKER CORPORATION | $81,000 | -25.7% | 406 | 0.0% | 0.02% | -8.0% | |
| ITM | Sell | VANECK ETF TRUSTintrmdt muni etf | $83,000 | -15.3% | 1,817 | -11.9% | 0.02% | 0.0% |
| IWM | ISHARES TRrussell 2000 etf | $83,000 | -17.8% | 490 | 0.0% | 0.02% | -4.2% | |
| UPS | UNITED PARCEL SERVICE INCcl b | $82,000 | -15.5% | 451 | 0.0% | 0.02% | 0.0% | |
| ABBV | ABBVIE INC | $79,000 | -4.8% | 514 | 0.0% | 0.02% | +15.8% | |
| BSV | VANGUARD BD INDEX FDSshort trm bond | $77,000 | -1.3% | 1,005 | 0.0% | 0.02% | +22.2% | |
| PDI | New | PIMCO DYNAMIC INCOME FD | $75,000 | – | 3,598 | +100.0% | 0.02% | – |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $76,000 | -37.2% | 600 | -21.4% | 0.02% | -25.0% |
| IBB | ISHARES TRishares biotech | $76,000 | -9.5% | 648 | 0.0% | 0.02% | +5.0% | |
| PCH | POTLATCHDELTIC CORPORATION | $72,000 | -15.3% | 1,621 | 0.0% | 0.02% | 0.0% | |
| NWN | NORTHWEST NAT HLDG CO | $68,000 | +1.5% | 1,290 | 0.0% | 0.02% | +18.8% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $65,000 | -17.7% | 371 | 0.0% | 0.02% | 0.0% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $63,000 | -18.2% | 2,000 | 0.0% | 0.02% | 0.0% | |
| CAT | CATERPILLAR INC | $63,000 | -20.3% | 353 | 0.0% | 0.02% | 0.0% | |
| ISRG | INTUITIVE SURGICAL INC | $65,000 | -33.7% | 324 | 0.0% | 0.02% | -21.7% | |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $65,000 | -9.7% | 1,026 | 0.0% | 0.02% | +5.9% | |
| BBDC | Buy | BARINGS BDC INC | $63,000 | -7.4% | 6,777 | +2.4% | 0.02% | +12.5% |
| NJR | NEW JERSEY RES CORP | $65,000 | -1.5% | 1,449 | 0.0% | 0.02% | +20.0% | |
| CEF | SPROTT PHYSICAL GOLD & SILVEtr unit | $59,000 | -13.2% | 3,510 | 0.0% | 0.02% | +6.2% | |
| QUAL | ISHARES TRmsci usa qlt fct | $59,000 | -16.9% | 525 | 0.0% | 0.02% | 0.0% | |
| KHC | KRAFT HEINZ CO | $53,000 | -1.9% | 1,380 | 0.0% | 0.02% | +15.4% | |
| SNY | SANOFIsponsored adr | $55,000 | -1.8% | 1,100 | 0.0% | 0.02% | +15.4% | |
| MGEE | MGE ENERGY INC | $55,000 | -1.8% | 701 | 0.0% | 0.02% | +15.4% | |
| RA | New | BROOKFIELD REAL ASSETS INCOM | $51,000 | – | 2,777 | +100.0% | 0.01% | – |
| VO | VANGUARD INDEX FDSmid cap etf | $50,000 | -16.7% | 253 | 0.0% | 0.01% | 0.0% | |
| SHELL PLCspon ads | $45,000 | -6.2% | 870 | 0.0% | 0.01% | +18.2% | ||
| MTUM | ISHARES TRmsci usa mmentm | $45,000 | -19.6% | 330 | 0.0% | 0.01% | 0.0% | |
| SPXC | SPX CORP | $45,000 | +7.1% | 856 | 0.0% | 0.01% | +30.0% | |
| COP | Sell | CONOCOPHILLIPS | $46,000 | -43.2% | 516 | -36.1% | 0.01% | -31.6% |
| ITOT | ISHARES TRcore s&p ttl stk | $47,000 | -17.5% | 564 | 0.0% | 0.01% | 0.0% | |
| ADP | AUTOMATIC DATA PROCESSING IN | $46,000 | -8.0% | 220 | 0.0% | 0.01% | +8.3% | |
| CELH | CELSIUS HLDGS INC | $45,000 | +18.4% | 685 | 0.0% | 0.01% | +44.4% | |
| GIB | Sell | CGI INCcl a sub vtg | $48,000 | -20.0% | 600 | -20.0% | 0.01% | -7.1% |
| LMT | LOCKHEED MARTIN CORP | $47,000 | -4.1% | 110 | 0.0% | 0.01% | +18.2% | |
| APD | AIR PRODS & CHEMS INC | $46,000 | -2.1% | 190 | 0.0% | 0.01% | +18.2% | |
| BA | BOEING CO | $44,000 | -29.0% | 324 | 0.0% | 0.01% | -14.3% | |
| BDX | BECTON DICKINSON & CO | $43,000 | -6.5% | 173 | 0.0% | 0.01% | +9.1% | |
| STWD | STARWOOD PPTY TR INC | $44,000 | -13.7% | 2,125 | 0.0% | 0.01% | 0.0% | |
| PNW | PINNACLE WEST CAP CORP | $44,000 | -6.4% | 601 | 0.0% | 0.01% | +9.1% | |
| CTVA | CORTEVA INC | $43,000 | -4.4% | 790 | 0.0% | 0.01% | +20.0% | |
| TFC | TRUIST FINL CORP | $42,000 | -16.0% | 877 | 0.0% | 0.01% | 0.0% | |
| D | DOMINION ENERGY INC | $42,000 | -6.7% | 527 | 0.0% | 0.01% | +20.0% | |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $44,000 | -33.3% | 575 | -5.3% | 0.01% | -20.0% |
| DD | DUPONT DE NEMOURS INC | $44,000 | -24.1% | 790 | 0.0% | 0.01% | -14.3% | |
| CB | CHUBB LIMITED | $42,000 | -6.7% | 212 | 0.0% | 0.01% | +20.0% | |
| DVY | ISHARES TRselect divid etf | $41,000 | -8.9% | 350 | 0.0% | 0.01% | +10.0% | |
| IEFA | ISHARES TRcore msci eafe | $39,000 | -15.2% | 665 | 0.0% | 0.01% | 0.0% | |
| IYW | Sell | ISHARES TRu.s. tech etf | $41,000 | -26.8% | 514 | -5.9% | 0.01% | -15.4% |
| DOW | DOW INC | $41,000 | -18.0% | 790 | 0.0% | 0.01% | -8.3% | |
| VCR | VANGUARD WORLD FDSconsum dis etf | $38,000 | -25.5% | 167 | 0.0% | 0.01% | -8.3% | |
| DRE | DUKE REALTY CORP | $38,000 | -7.3% | 700 | 0.0% | 0.01% | +10.0% | |
| CVX | CHEVRON CORP NEW | $38,000 | -9.5% | 260 | 0.0% | 0.01% | +10.0% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $40,000 | -21.6% | 142 | 0.0% | 0.01% | -8.3% | |
| PWV | INVESCO EXCHANGE TRADED FD Tdynmc lrg valu | $39,000 | -11.4% | 902 | 0.0% | 0.01% | +10.0% | |
| MGV | VANGUARD WORLD FDmega cap val etf | $38,000 | -11.6% | 400 | 0.0% | 0.01% | +10.0% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $38,000 | -17.4% | 200 | 0.0% | 0.01% | 0.0% | |
| BFB | BROWN FORMAN CORPcl b | $39,000 | +2.6% | 562 | 0.0% | 0.01% | +22.2% | |
| AEP | AMERICAN ELEC PWR CO INC | $41,000 | -4.7% | 426 | 0.0% | 0.01% | +10.0% | |
| MU | MICRON TECHNOLOGY INC | $39,000 | -29.1% | 700 | 0.0% | 0.01% | -15.4% | |
| TXN | TEXAS INSTRS INC | $41,000 | -18.0% | 270 | 0.0% | 0.01% | -8.3% | |
| DON | WISDOMTREE TRus midcap divid | $41,000 | -12.8% | 1,049 | 0.0% | 0.01% | 0.0% | |
| NTRS | NORTHERN TR CORP | $35,000 | -18.6% | 365 | 0.0% | 0.01% | 0.0% | |
| SRCL | Sell | STERICYCLE INC | $33,000 | -64.9% | 750 | -53.1% | 0.01% | -59.1% |
| HSY | HERSHEY CO | $32,000 | 0.0% | 150 | 0.0% | 0.01% | +28.6% | |
| IOO | ISHARES TRglobal 100 etf | $31,000 | -16.2% | 480 | 0.0% | 0.01% | 0.0% | |
| GILD | GILEAD SCIENCES INC | $32,000 | +3.2% | 520 | 0.0% | 0.01% | +28.6% | |
| PM | PHILIP MORRIS INTL INC | $33,000 | +6.5% | 330 | 0.0% | 0.01% | +28.6% | |
| WEC | WEC ENERGY GROUP INC | $32,000 | 0.0% | 320 | 0.0% | 0.01% | +28.6% | |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $32,000 | -71.9% | 415 | -73.3% | 0.01% | -66.7% |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $30,000 | -16.7% | 347 | 0.0% | 0.01% | 0.0% | |
| AXP | AMERICAN EXPRESS CO | $28,000 | -24.3% | 200 | 0.0% | 0.01% | -11.1% | |
| USMV | Sell | ISHARES TRmsci usa min vol | $28,000 | -26.3% | 400 | -17.5% | 0.01% | -11.1% |
| PAYX | PAYCHEX INC | $29,000 | -17.1% | 255 | 0.0% | 0.01% | 0.0% | |
| CRM | SALESFORCE INC | $28,000 | -22.2% | 169 | 0.0% | 0.01% | 0.0% | |
| AMT | AMERICAN TOWER CORP NEW | $26,000 | +4.0% | 101 | 0.0% | 0.01% | +16.7% | |
| BBN | New | BLACKROCK TAX MUNICPAL BD TR | $26,000 | – | 1,365 | +100.0% | 0.01% | – |
| BUD | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $24,000 | -11.1% | 445 | 0.0% | 0.01% | +16.7% | |
| CMCSA | COMCAST CORP NEWcl a | $25,000 | -16.7% | 634 | 0.0% | 0.01% | 0.0% | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $24,000 | -7.7% | 200 | 0.0% | 0.01% | +16.7% | |
| EIX | EDISON INTL | $24,000 | -11.1% | 380 | 0.0% | 0.01% | +16.7% | |
| CTAS | CINTAS CORP | $26,000 | -13.3% | 70 | 0.0% | 0.01% | 0.0% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $25,000 | -13.8% | 183 | 0.0% | 0.01% | 0.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $26,000 | -3.7% | 1,056 | 0.0% | 0.01% | +16.7% | |
| AYI | ACUITY BRANDS INC | $20,000 | -20.0% | 130 | 0.0% | 0.01% | 0.0% | |
| K | KELLOGG CO | $23,000 | +9.5% | 325 | 0.0% | 0.01% | +20.0% | |
| HII | HUNTINGTON INGALLS INDS INC | $20,000 | +11.1% | 90 | 0.0% | 0.01% | +50.0% | |
| DRI | DARDEN RESTAURANTS INC | $20,000 | -16.7% | 180 | 0.0% | 0.01% | 0.0% | |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $20,000 | -4.8% | 280 | 0.0% | 0.01% | +20.0% | |
| NVO | NOVO-NORDISK A Sadr | $23,000 | +4.5% | 202 | 0.0% | 0.01% | +20.0% | |
| ES | EVERSOURCE ENERGY | $19,000 | -5.0% | 225 | 0.0% | 0.01% | 0.0% | |
| TRP | TC ENERGY CORP | $18,000 | -10.0% | 350 | 0.0% | 0.01% | 0.0% | |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $19,000 | -13.6% | 158 | 0.0% | 0.01% | 0.0% | |
| IYH | ISHARES TRus hlthcare etf | $19,000 | -5.0% | 69 | 0.0% | 0.01% | 0.0% | |
| ITW | ILLINOIS TOOL WKS INC | $18,000 | -14.3% | 100 | 0.0% | 0.01% | 0.0% | |
| RWR | SPDR SER TRdj reit etf | $19,000 | -20.8% | 202 | 0.0% | 0.01% | -16.7% | |
| ALC | ALCON AG | $17,000 | -15.0% | 250 | 0.0% | 0.01% | 0.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $17,000 | -5.6% | 135 | 0.0% | 0.01% | +25.0% | |
| AAP | ADVANCE AUTO PARTS INC | $18,000 | -18.2% | 105 | 0.0% | 0.01% | 0.0% | |
| PHILLIPS EDISON & CO INC | $17,000 | -5.6% | 522 | 0.0% | 0.01% | +25.0% | ||
| XYL | XYLEM INC | $18,000 | -5.3% | 225 | 0.0% | 0.01% | +25.0% | |
| FDX | FEDEX CORP | $19,000 | 0.0% | 82 | 0.0% | 0.01% | +25.0% | |
| HD | HOME DEPOT INC | $15,000 | -6.2% | 53 | 0.0% | 0.00% | 0.0% | |
| JKHY | HENRY JACK & ASSOC INC | $14,000 | -6.7% | 75 | 0.0% | 0.00% | +33.3% | |
| AVGO | BROADCOM INC | $15,000 | -21.1% | 30 | 0.0% | 0.00% | 0.0% | |
| SIRI | SIRIUS XM HOLDINGS INC | $14,000 | -6.7% | 2,250 | 0.0% | 0.00% | +33.3% | |
| ET | ENERGY TRANSFER L P | $14,000 | -12.5% | 1,399 | 0.0% | 0.00% | 0.0% | |
| ESS | ESSEX PPTY TR INC | $15,000 | -25.0% | 59 | 0.0% | 0.00% | -20.0% | |
| CI | CIGNA CORP NEW | $13,000 | +8.3% | 48 | 0.0% | 0.00% | +33.3% | |
| MDLZ | MONDELEZ INTL INCcl a | $13,000 | -7.1% | 216 | 0.0% | 0.00% | +33.3% | |
| SAP | SAP SEspon adr | $14,000 | -17.6% | 154 | 0.0% | 0.00% | 0.0% | |
| CVS | Sell | CVS HEALTH CORP | $13,000 | -13.3% | 138 | -7.4% | 0.00% | +33.3% |
| GWW | GRAINGER W W INC | $14,000 | -12.5% | 31 | 0.0% | 0.00% | 0.0% | |
| CARR | CARRIER GLOBAL CORPORATION | $14,000 | -17.6% | 380 | 0.0% | 0.00% | 0.0% | |
| VOD | Sell | VODAFONE GROUP PLC NEWsponsored adr | $14,000 | -6.7% | 873 | -0.6% | 0.00% | +33.3% |
| ECL | ECOLAB INC | $16,000 | -15.8% | 105 | 0.0% | 0.00% | 0.0% | |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $16,000 | +77.8% | 431 | +112.3% | 0.00% | +100.0% |
| TEL | TE CONNECTIVITY LTD | $14,000 | -12.5% | 124 | 0.0% | 0.00% | 0.0% | |
| SKT | TANGER FACTORY OUTLET CTRS I | $14,000 | -17.6% | 980 | 0.0% | 0.00% | 0.0% | |
| ILMN | ILLUMINA INC | $16,000 | -46.7% | 85 | 0.0% | 0.00% | -42.9% | |
| ALB | Sell | ALBEMARLE CORP | $15,000 | -11.8% | 70 | -6.7% | 0.00% | 0.0% |
| STZ | CONSTELLATION BRANDS INCcl a | $13,000 | +8.3% | 54 | 0.0% | 0.00% | +33.3% | |
| TRMB | TRIMBLE INC | $9,000 | -18.2% | 156 | 0.0% | 0.00% | 0.0% | |
| TROW | PRICE T ROWE GROUP INC | $11,000 | -26.7% | 100 | 0.0% | 0.00% | 0.0% | |
| ITB | ISHARES TRus home cons etf | $10,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| RF | REGIONS FINANCIAL CORP NEW | $12,000 | -14.3% | 648 | 0.0% | 0.00% | 0.0% | |
| KRE | SPDR SER TRs&p regl bkg | $10,000 | -16.7% | 170 | 0.0% | 0.00% | 0.0% | |
| DIA | SPDR DOW JONES INDL AVERAGEut ser 1 | $12,000 | -7.7% | 39 | 0.0% | 0.00% | 0.0% | |
| HPQ | HP INC | $10,000 | -9.1% | 316 | 0.0% | 0.00% | 0.0% | |
| BUG | GLOBAL X FDScybrscurty etf | $10,000 | -16.7% | 380 | 0.0% | 0.00% | 0.0% | |
| GSK | GSK PLCsponsored adr | $11,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| FE | FIRSTENERGY CORP | $12,000 | -14.3% | 300 | 0.0% | 0.00% | 0.0% | |
| EQR | EQUITY RESIDENTIALsh ben int | $9,000 | -18.2% | 125 | 0.0% | 0.00% | 0.0% | |
| TFX | TELEFLEX INCORPORATED | $10,000 | -28.6% | 40 | 0.0% | 0.00% | 0.0% | |
| CMP | Sell | COMPASS MINERALS INTL INC | $9,000 | -74.3% | 260 | -53.6% | 0.00% | -62.5% |
| CPB | CAMPBELL SOUP CO | $12,000 | +9.1% | 250 | 0.0% | 0.00% | 0.0% | |
| BIIB | BIOGEN INC | $12,000 | -7.7% | 60 | 0.0% | 0.00% | 0.0% | |
| VGT | VANGUARD WORLD FDSinf tech etf | $9,000 | -18.2% | 26 | 0.0% | 0.00% | 0.0% | |
| BIDU | BAIDU INCspon adr rep a | $10,000 | +11.1% | 65 | 0.0% | 0.00% | +50.0% | |
| BCE | BCE INC | $12,000 | -14.3% | 250 | 0.0% | 0.00% | 0.0% | |
| AMAT | APPLIED MATLS INC | $11,000 | -35.3% | 126 | 0.0% | 0.00% | -25.0% | |
| AMP | AMERIPRISE FINL INC | $10,000 | -16.7% | 40 | 0.0% | 0.00% | 0.0% | |
| New | WARNER BROS DISCOVERY INC | $12,000 | – | 874 | +100.0% | 0.00% | – | |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $11,000 | -15.4% | 100 | 0.0% | 0.00% | 0.0% | |
| NKE | NIKE INCcl b | $7,000 | -22.2% | 70 | 0.0% | 0.00% | 0.0% | |
| AVAV | New | AEROVIRONMENT INC | $7,000 | – | 85 | +100.0% | 0.00% | – |
| VUG | VANGUARD INDEX FDSgrowth etf | $7,000 | -22.2% | 33 | 0.0% | 0.00% | 0.0% | |
| AAWW | ATLAS AIR WORLDWIDE HLDGS IN | $6,000 | -33.3% | 100 | 0.0% | 0.00% | 0.0% | |
| GBAB | New | GUGGENHEIM TAXABLE MUNICP BO | $7,000 | – | 416 | +100.0% | 0.00% | – |
| TRV | TRAVELERS COMPANIES INC | $8,000 | -11.1% | 50 | 0.0% | 0.00% | 0.0% | |
| TSLA | TESLA INC | $7,000 | -41.7% | 11 | 0.0% | 0.00% | -33.3% | |
| IJR | ISHARES TRcore s&p scp etf | $8,000 | -20.0% | 90 | 0.0% | 0.00% | 0.0% | |
| BWA | BORGWARNER INC | $8,000 | -11.1% | 225 | 0.0% | 0.00% | 0.0% | |
| CCI | CROWN CASTLE INTL CORP NEW | $8,000 | -11.1% | 49 | 0.0% | 0.00% | 0.0% | |
| DGRO | ISHARES TRcore div grwth | $8,000 | -11.1% | 170 | 0.0% | 0.00% | 0.0% | |
| VOT | VANGUARD INDEX FDSmcap gr idxvip | $6,000 | -25.0% | 35 | 0.0% | 0.00% | 0.0% | |
| OGN | Sell | ORGANON & CO | $7,000 | -12.5% | 198 | -14.3% | 0.00% | 0.0% |
| MO | ALTRIA GROUP INC | $8,000 | -20.0% | 191 | 0.0% | 0.00% | 0.0% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $8,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| AA | ALCOA CORP | $6,000 | -45.5% | 122 | 0.0% | 0.00% | -33.3% | |
| OTIS | OTIS WORLDWIDE CORP | $7,000 | -12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| WTS | WATTS WATER TECHNOLOGIES INCcl a | $4,000 | -20.0% | 33 | 0.0% | 0.00% | 0.0% | |
| UP | New | WHEELS UP EXPERIENCE INC | $2,000 | – | 1,000 | +100.0% | 0.00% | – |
| PCT | New | PURECYCLE TECHNOLOGIES INC | $2,000 | – | 300 | +100.0% | 0.00% | – |
| MRNA | MODERNA INC | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| NBIX | NEUROCRINE BIOSCIENCES INC | $3,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| DELL | DELL TECHNOLOGIES INCcl c | $3,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% | |
| OPCH | OPTION CARE HEALTH INC | $5,000 | 0.0% | 169 | 0.0% | 0.00% | 0.0% | |
| FIW | FIRST TR EXCHANGE TRADED FDwtr etf | $3,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| CCL | CARNIVAL CORP | $3,000 | -50.0% | 300 | 0.0% | 0.00% | 0.0% | |
| FSLR | New | FIRST SOLAR INC | $4,000 | – | 58 | +100.0% | 0.00% | – |
| PCG | PG&E CORP | $4,000 | -20.0% | 450 | 0.0% | 0.00% | 0.0% | |
| ADSK | AUTODESK INC | $2,000 | 0.0% | 11 | 0.0% | 0.00% | – | |
| IYF | ISHARES TRu.s. finls etf | $4,000 | -20.0% | 60 | 0.0% | 0.00% | 0.0% | |
| TSN | TYSON FOODS INCcl a | $5,000 | -16.7% | 62 | 0.0% | 0.00% | 0.0% | |
| VFC | V F CORP | $3,000 | -25.0% | 75 | 0.0% | 0.00% | 0.0% | |
| HBI | HANESBRANDS INC | $5,000 | -28.6% | 480 | 0.0% | 0.00% | -50.0% | |
| SNV | SYNOVUS FINL CORP | $0 | – | 10 | 0.0% | 0.00% | – | |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $0 | – | 0 | +100.0% | 0.00% | – |
| BKD | BROOKDALE SR LIVING INC | $0 | -100.0% | 75 | 0.0% | 0.00% | – | |
| WY | Exit | WEYERHAEUSER CO MTN BE | $0 | – | -25 | -100.0% | 0.00% | – |
| BAC | Sell | BK OF AMERICA CORP | $0 | -100.0% | 3 | -99.4% | 0.00% | -100.0% |
| AFL | Exit | AFLAC INC | $0 | – | -21 | -100.0% | 0.00% | – |
| AZN | ASTRAZENECA PLCsponsored adr | $0 | – | 1 | 0.0% | 0.00% | – | |
| CNBS | AMPLIFY ETF TRseymour cannbs | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| SPPI | Exit | SPECTRUM PHARMACEUTICALS INC | $0 | – | -370 | -100.0% | 0.00% | – |
| PHG | KONINKLIJKE PHILIPS N V | $0 | – | 1 | 0.0% | 0.00% | – | |
| KYNDRYL HLDGS INC | $1,000 | 0.0% | 80 | 0.0% | 0.00% | – | ||
| LYTS | LSI INDS INC OHIO | $1,000 | 0.0% | 118 | 0.0% | 0.00% | – | |
| ZIMVIE INC | $0 | – | 10 | 0.0% | 0.00% | – | ||
| THC | TENET HEALTHCARE CORP | $0 | – | 2 | 0.0% | 0.00% | – | |
| New | EMBECTA CORP | $1,000 | – | 34 | +100.0% | 0.00% | – | |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -93 | -100.0% | -0.00% | – |
| IMKTA | Exit | INGLES MKTS INCcl a | $0 | – | -195 | -100.0% | -0.00% | – |
| Exit | CADENCE BANK | $0 | – | -760 | -100.0% | -0.01% | – | |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -120 | -100.0% | -0.01% | – |
| GDXJ | Exit | VANECK ETF TRUSTjunior gold mine | $0 | – | -825 | -100.0% | -0.01% | – |
| Exit | GENERAL ELECTRIC CO | $0 | – | -506 | -100.0% | -0.01% | – | |
| PHYS | Exit | SPROTT PHYSICAL GOLD TRunit | $0 | – | -5,417 | -100.0% | -0.02% | – |
| GDX | Exit | VANECK ETF TRUSTgold miners etf | $0 | – | -2,200 | -100.0% | -0.02% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -3,975 | -100.0% | -0.23% | – |
| CERN | Exit | CERNER CORP | $0 | – | -22,410 | -100.0% | -0.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-25
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.