All Stocks Held By First Personal Financial Services

As of 12/31/2023, we find all stocks held by First Personal Financial Services to be as follows, presented in the table below with each row detailing each First Personal Financial Services position, ordered by largest to smallest position size. The all-stocks-held-by-First Personal Financial Services table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by First Personal Financial Services as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
ACCENTURE PLC IRELAND	44,687	-360	$15,681
ACN	44,687	-360	$15,681
MICROSOFT CORP	35,660	-554	$13,410
MSFT	35,660	-554	$13,410
ALPHABET INC	94,297	-705	$13,172
GOOGL	94,297	-705	$13,172
WASTE MGMT INC DEL	68,868	-704	$12,334
WM	68,868	-704	$12,334
ANSYS INC	33,719	-300	$12,236
ANSS	33,719	-300	$12,236
NUCOR CORP	67,973	-1,328	$11,830
NUE	67,973	-1,328	$11,830
DEERE & CO	26,346	-499	$10,535
DE	26,346	-499	$10,535
ISHARES TR (IVV)	21,740	-510	$10,384
IVV	21,740	-510	$10,384
THERMO FISHER SCIENTIFIC INC	19,347	-274	$10,269
TMO	19,347	-274	$10,269
ISHARES TR (IJH)	35,953	-1,057	$9,964
IJH	35,953	-1,057	$9,964
PROCTER AND GAMBLE CO	67,611	-461	$9,908
PG	67,611	-461	$9,908
AMERICAN WTR WKS CO INC NEW	73,115	+3,860	$9,650
AWK	73,115	+3,860	$9,650
BADGER METER INC	60,613	-514	$9,357
BMI	60,613	-514	$9,357
PUBLIC STORAGE	30,614	-36	$9,337
PSA	30,614	-36	$9,337
PROSHARES TR (NOBL)	96,973	-1,255	$9,232
NOBL	96,973	-1,255	$9,232
UNILEVER PLC	182,752	-12,556	$8,860
UL	182,752	-12,556	$8,860
ISHARES INC (EWL)	179,711	-4,573	$8,675
EWL	179,711	-4,573	$8,675
COLGATE PALMOLIVE CO	98,184	-658	$7,826
CL	98,184	-658	$7,826
EQUINIX INC	9,358	+12	$7,537
EQIX	9,358	+12	$7,537
STARBUCKS CORP	77,008	-1,304	$7,394
SBUX	77,008	-1,304	$7,394
MCCORMICK & CO INC	106,104	-6,644	$7,260
MKC	106,104	-6,644	$7,260
ORACLE CORP	68,311	-1,592	$7,202
ORCL	68,311	-1,592	$7,202
COSTCO WHSL CORP NEW	10,766	-186	$7,106
COST	10,766	-186	$7,106
APPLE INC	36,449	-975	$7,018
AAPL	36,449	-975	$7,018
ISHARES TR (IJK)	83,460	-1,224	$6,612
IJK	83,460	-1,224	$6,612
TAIWAN SEMICONDUCTOR MFG LTD	62,362	-682	$6,486
TSM	62,362	-682	$6,486
JPMORGAN CHASE & CO	37,256	+505	$6,337
JPM	37,256	+505	$6,337
VANGUARD WORLD FDS (VDC)	32,989	-342	$6,300
VDC	32,989	-342	$6,300
PEPSICO INC	34,614	-114	$5,879
PEP	34,614	-114	$5,879
DIAGEO PLC	40,093	-4,766	$5,840
DEO	40,093	-4,766	$5,840
WALMART INC	36,372	-11,434	$5,734
WMT	36,372	-11,434	$5,734
ELECTRONIC ARTS INC	39,314	-207	$5,379
EA	39,314	-207	$5,379
SPDR INDEX SHS FDS (CWI)	197,237	-2,565	$5,333
CWI	197,237	-2,565	$5,333
AMGEN INC	18,439	-190	$5,311
AMGN	18,439	-190	$5,311
KIMBERLY CLARK CORP	40,575	-941	$4,930
KMB	40,575	-941	$4,930
CLOROX CO DEL	32,390	-128	$4,618
CLX	32,390	-128	$4,618
INFOSYS LTD	242,612	-1	$4,459
INFY	242,612	-1	$4,459
MCDONALDS CORP	14,694	-438	$4,357
MCD	14,694	-438	$4,357
EXXON MOBIL CORP	42,033	-837	$4,202
XOM	42,033	-837	$4,202
CISCO SYS INC	78,847	-9	$3,983
CSCO	78,847	-9	$3,983
TARGET CORP	25,646	-124	$3,652
TGT	25,646	-124	$3,652
ISHARES TR (TIP)	33,162	-1,398	$3,565
TIP	33,162	-1,398	$3,565
SCHWAB STRATEGIC TR	39,575	-3,451	$3,283
SCHG	39,575	-3,451	$3,283
INTEL CORP	64,437	-873	$3,238
INTC	64,437	-873	$3,238
VERIZON COMMUNICATIONS INC	84,494	-3,804	$3,185
VZ	84,494	-3,804	$3,185
INTUIT	5,072	-89	$3,170
INTU	5,072	-89	$3,170
ISHARES TR (IGIB)	59,964	-2,476	$3,118
IGIB	59,964	-2,476	$3,118
COGNIZANT TECHNOLOGY SOLUTIO	36,814	-951	$2,781
CTSH	36,814	-951	$2,781
VANGUARD BD INDEX FDS (BND)	36,358	-450	$2,674
BND	36,358	-450	$2,674
VANGUARD INDEX FDS (VNQ)	27,692	-395	$2,447
VNQ	27,692	-395	$2,447
FACTSET RESH SYS INC	4,986	-31	$2,379
FDS	4,986	-31	$2,379
BERKSHIRE HATHAWAY INC DEL			$2,109
BRK.B	5,912	-15	$2,109
SONY GROUP CORP	21,520	-760	$2,038
SONY	21,520	-760	$2,038
VISA INC	7,655	-74	$1,993
V	7,655	-74	$1,993
SOUTHERN CO	27,776	+25,593	$1,948
SO	27,776	+25,593	$1,948
3M CO	17,372	-701	$1,899
MMM	17,372	-701	$1,899
NEWMONT CORP	45,420	-4,360	$1,880
NEM	45,420	-4,360	$1,880
COCA COLA CO	28,628	-300	$1,687
KO	28,628	-300	$1,687
SPDR S&P 500 ETF TR (SPY)	3,445	-75	$1,637
SPY	3,445	-75	$1,637
ESSENTIAL UTILS INC	43,196	+535	$1,613
WTRG	43,196	+535	$1,613
ALPHABET INC	9,235	-496	$1,301
GOOG	9,235	-496	$1,301
ISHARES TR (IVW)	15,974	-296	$1,200
IVW	15,974	-296	$1,200
AMBEV SA	364,975	+1,080	$1,022
ABEV	364,975	+1,080	$1,022
HAEMONETICS CORP MASS	10,583	+85	$905
HAE	10,583	+85	$905
VANGUARD WORLD FDS (VPU)	6,558	-52	$899
VPU	6,558	-52	$899
NEXTERA ENERGY INC	14,630	-405	$889
NEE	14,630	-405	$889
C H ROBINSON WORLDWIDE INC	9,858	-1,738	$852
CHRW	9,858	-1,738	$852
SK TELECOM LTD	38,187	-2,702	$817
SKM	38,187	-2,702	$817
DUKE ENERGY CORP NEW	7,880	UNCH	$765
DUK	7,880	UNCH	$765
NUVEEN AMT FREE QLTY MUN INC	62,908	+9,356	$692
NEA	62,908	+9,356	$692
MCKESSON CORP	1,491	-15	$690
MCK	1,491	-15	$690
ISHARES TR (IGSB)	13,377	+60	$686
IGSB	13,377	+60	$686
JOHNSON & JOHNSON	4,345	-200	$681
JNJ	4,345	-200	$681
WATERS CORP	1,928	UNCH	$635
WAT	1,928	UNCH	$635
LABORATORY CORP AMER HLDGS	2,776	UNCH	$631
LH	2,776	UNCH	$631
AMAZON COM INC	4,115	+22	$625
AMZN	4,115	+22	$625
CANADIAN NATL RY CO	4,757	-80	$598
CNI	4,757	-80	$598
INTERNATIONAL BUSINESS MACHS	3,504	-40	$573
IBM	3,504	-40	$573
LOWES COS INC	2,388	+11	$531
LOW	2,388	+11	$531
POTLATCHDELTIC CORPORATION	10,680	UNCH	$524
PCH	10,680	UNCH	$524
ISHARES TR (AOK)	13,204	+61	$477
AOK	13,204	+61	$477
ADOBE INC	767	UNCH	$458
ADBE	767	UNCH	$458
VANGUARD SPECIALIZED FUNDS (VIG)	2,618	UNCH	$446
VIG	2,618	UNCH	$446
MARRIOTT INTL INC NEW	1,900	+6	$428
MAR	1,900	+6	$428
ABBOTT LABS	3,860	-10	$425
ABT	3,860	-10	$425
DISNEY WALT CO	4,661	-66	$421
DIS	4,661	-66	$421
CHEVRON CORP NEW	2,814	UNCH	$420
CVX	2,814	UNCH	$420
MERCK & CO INC	3,814	UNCH	$416
MRK	3,814	UNCH	$416
ROYAL BK CDA	3,797	-125	$384
RY	3,797	-125	$384
NOVARTIS AG	3,720	UNCH	$376
NVS	3,720	UNCH	$376
ISHARES TR (SUSA)	3,706	UNCH	$372
SUSA	3,706	UNCH	$372
HONEYWELL INTL INC	1,723	-97	$361
HON	1,723	-97	$361
AMERICAN EXPRESS CO	1,894	UNCH	$355
AXP	1,894	UNCH	$355
VANGUARD INDEX FDS (VV)	1,600	UNCH	$349
VV	1,600	UNCH	$349
OREILLY AUTOMOTIVE INC	350	UNCH	$333
ORLY	350	UNCH	$333
KRAFT HEINZ CO	8,899	+1,213	$329
KHC	8,899	+1,213	$329
ISHARES TR (IWR)	4,212	UNCH	$327
IWR	4,212	UNCH	$327
UNITEDHEALTH GROUP INC	596	-31	$314
UNH	596	-31	$314
NATIONAL PRESTO INDS INC	3,830	-1,006	$307
NPK	3,830	-1,006	$307
UNION PAC CORP	1,237	-14	$304
UNP	1,237	-14	$304
VANGUARD BD INDEX FDS (BIV)	3,951	UNCH	$302
BIV	3,951	UNCH	$302
TEXAS PACIFIC LAND CORPORATI	173	+11	$272
TPL	173	+11	$272
EMERSON ELEC CO	2,549	-560	$248
EMR	2,549	-560	$248
AUTOZONE INC	95	UNCH	$246
AZO	95	UNCH	$246
INVESCO EXCH TRADED FD TR II (SPHD)	5,765	-678	$244
SPHD	5,765	-678	$244
VANGUARD INDEX FDS (VTI)	1,000	UNCH	$237
VTI	1,000	UNCH	$237
SPDR DOW JONES INDL AVERAGE (DIA)	615	UNCH	$232
DIA	615	UNCH	$232
TRANE TECHNOLOGIES PLC	924	-96	$225
TT	924	-96	$225
CONOCOPHILLIPS	1,826	UNCH	$212
COP	1,826	UNCH	$212
FREEPORT MCMORAN INC	4,918	-99	$209
FCX	4,918	-99	$209
VANGUARD WORLD FDS (VDE)	1,780	UNCH	$209
VDE	1,780	UNCH	$209
CSX CORP	5,955	UNCH	$206
CSX	5,955	UNCH	$206
MASCO CORP	3,050	UNCH	$204
MAS	3,050	UNCH	$204
ROPER TECHNOLOGIES INC	370	UNCH	$202
ROP	370	UNCH	$202
PROGRESSIVE CORP	1,251	-33	$199
PGR	1,251	-33	$199
ROCKWELL AUTOMATION INC	600	-100	$186
ROK	600	-100	$186
MEDTRONIC PLC	2,218	UNCH	$183
MDT	2,218	UNCH	$183
PNC FINL SVCS GROUP INC	1,185	UNCH	$183
PNC	1,185	UNCH	$183
QUALCOMM INC	1,268	-41	$183
QCOM	1,268	-41	$183
MID AMER APT CMNTYS INC	1,338	UNCH	$180
MAA	1,338	UNCH	$180
BLACK HILLS CORP	3,235	+3,235	$175
BKH	3,235	+3,235	$175
CONSOLIDATED EDISON INC	1,884	UNCH	$171
ED	1,884	UNCH	$171
ELI LILLY & CO	291	-1	$170
LLY	291	-1	$170
PPG INDS INC	1,125	-175	$168
PPG	1,125	-175	$168
WELLS FARGO CO NEW	3,413	+924	$168
WFC	3,413	+924	$168
DUPONT DE NEMOURS INC	2,103	UNCH	$162
DD	2,103	UNCH	$162
HOST HOTELS & RESORTS INC	8,183	UNCH	$159
HST	8,183	UNCH	$159
CATERPILLAR INC	533	UNCH	$158
CAT	533	UNCH	$158
BLACKSTONE INC	1,200	-200	$157
BX	1,200	-200	$157
GENERAL DYNAMICS CORP	600	UNCH	$156
GD	600	UNCH	$156
SERVICENOW INC	215	UNCH	$152
NOW	215	UNCH	$152
INVESCO EXCH TRADED FD TR II (XMLV)	2,765	UNCH	$147
XMLV	2,765	UNCH	$147
FORD MTR CO DEL	11,625	UNCH	$142
F	11,625	UNCH	$142
ABBVIE INC	909	UNCH	$141
ABBV	909	UNCH	$141
ISHARES TR (IYY)	1,180	UNCH	$138
IYY	1,180	UNCH	$138
LOCKHEED MARTIN CORP	302	UNCH	$137
LMT	302	UNCH	$137
AT&T INC	8,144	-1,254	$137
T	8,144	-1,254	$137
AMERIPRISE FINL INC	358	UNCH	$136
AMP	358	UNCH	$136
DOW INC	2,442	-168	$134
DOW	2,442	-168	$134
VANGUARD INDEX FDS (VO)	569	UNCH	$132
VO	569	UNCH	$132
EASTMAN CHEM CO	1,446	UNCH	$130
EMN	1,446	UNCH	$130
NATIONAL HEALTH INVS INC	2,325	UNCH	$130
NHI	2,325	UNCH	$130
SCHWAB STRATEGIC TR	1,677	UNCH	$128
SCHD	1,677	UNCH	$128
ISHARES TR (ITOT)	1,189	UNCH	$125
ITOT	1,189	UNCH	$125
INVESCO EXCH TRADED FD TR II (XSLV)	2,833	UNCH	$125
XSLV	2,833	UNCH	$125
ORLA MNG LTD NEW	38,115	+6,905	$124
ORLA	38,115	+6,905	$124
BLACKROCK INC	152	-13	$123
BLK	152	-13	$123
ISHARES TR (IWD)	742	UNCH	$123
IWD	742	UNCH	$123
INVESCO EXCH TRADED FD TR II (SPLV)	1,935	UNCH	$121
SPLV	1,935	UNCH	$121
ISHARES TR (IWM)	580	UNCH	$116
IWM	580	UNCH	$116
CAMECO CORP	2,675	-100	$115
CCJ	2,675	-100	$115
INVESCO EXCH TRADED FD TR II (BAB)	4,200	UNCH	$113
BAB	4,200	UNCH	$113
TESLA INC	450	+418	$112
TSLA	450	+418	$112
ISHARES TR (IWF)	365	UNCH	$111
IWF	365	UNCH	$111
INTUITIVE SURGICAL INC	324	UNCH	$109
ISRG	324	UNCH	$109
L3HARRIS TECHNOLOGIES INC	510	UNCH	$107
LHX	510	UNCH	$107
RTX CORPORATION	1,245	-294	$105
RTX	1,245	-294	$105
ISHARES TR (AGG)	1,014	UNCH	$101
AGG	1,014	UNCH	$101
MOLSON COORS BEVERAGE CO	1,581	UNCH	$97
TAP	1,581	UNCH	$97
INVESCO EXCH TRADED FD TR II (PZA)	3,930	UNCH	$95
PZA	3,930	UNCH	$95
VANGUARD WORLD FD (MGV)	864	UNCH	$94
MGV	864	UNCH	$94
PPL CORP	3,484	UNCH	$94
PPL	3,484	UNCH	$94
ISHARES TR (IYR)	1,021	UNCH	$93
IYR	1,021	UNCH	$93
ATMOS ENERGY CORP	790	UNCH	$92
ATO	790	UNCH	$92
STRYKER CORPORATION	300	UNCH	$90
SYK	300	UNCH	$90
VANGUARD WORLD FDS (VHT)	356	UNCH	$89
VHT	356	UNCH	$89
SPX TECHNOLOGIES INC	856	UNCH	$86
SPXC	856	UNCH	$86
WEC ENERGY GROUP INC	1,020	-56	$86
WEC	1,020	-56	$86
ISHARES TR (IBB)	624	UNCH	$85
IBB	624	UNCH	$85
BOEING CO	324	UNCH	$84
BA	324	UNCH	$84
INVESCO EXCHANGE TRADED FD T (PRF)	2,400	UNCH	$84
PRF	2,400	UNCH	$84
CELSIUS HLDGS INC	1,500	+870	$82
CELH	1,500	+870	$82
META PLATFORMS INC	233	+8	$82
META	233	+8	$82
SANOFI	1,577	UNCH	$78
SNY	1,577	UNCH	$78
US BANCORP DEL	1,750	-500	$76
USB	1,750	-500	$76
ISHARES TR (EFA)	1,000	UNCH	$75
EFA	1,000	UNCH	$75
PUBLIC SVC ENTERPRISE GRP IN	1,226	UNCH	$75
PEG	1,226	UNCH	$75
ADVANCED MICRO DEVICES INC	500	UNCH	$74
AMD	500	UNCH	$74
ISHARES TR (HDV)	693	UNCH	$71
HDV	693	UNCH	$71
ISHARES TR (QUAL)	485	UNCH	$71
QUAL	485	UNCH	$71
BARINGS BDC INC	8,054	+231	$69
BBDC	8,054	+231	$69
KROGER CO	1,500	-500	$69
KR	1,500	-500	$69
AMERICAN TOWER CORP NEW	314	UNCH	$68
AMT	314	UNCH	$68
PROSHARES TR (SDS)	2,266	-266	$68
SDS	2,266	-266	$68
VANGUARD BD INDEX FDS (BSV)	865	UNCH	$67
BSV	865	UNCH	$67
ISHARES TR (IYW)	542	UNCH	$67
IYW	542	UNCH	$67
SELECT SECTOR SPDR TR (XLF)	1,792	UNCH	$67
XLF	1,792	UNCH	$67
NEW JERSEY RES CORP	1,449	UNCH	$65
NJR	1,449	UNCH	$65
VANGUARD INDEX FDS (VB)	306	UNCH	$65
VB	306	UNCH	$65
FORTREA HLDGS INC	1,823	+1,823	$64
FTRE	1,823	+1,823	$64
UNITED PARCEL SERVICE INC	396	UNCH	$62
UPS	396	UNCH	$62
SALESFORCE INC	230	-3	$61
CRM	230	-3	$61
ISHARES TR (IJR)	544	UNCH	$59
IJR	544	UNCH	$59
SELECT SECTOR SPDR TR (XLK)	300	-75	$58
XLK	300	-75	$58
ISHARES TR (LQD)	518	UNCH	$57
LQD	518	UNCH	$57
SCHLUMBERGER LTD	1,103	UNCH	$57
SLB	1,103	UNCH	$57
MICRON TECHNOLOGY INC	641	UNCH	$55
MU	641	UNCH	$55
GRAINGER W W INC	65	UNCH	$54
GWW	65	UNCH	$54
WHEATON PRECIOUS METALS CORP	1,101	-123	$54
WPM	1,101	-123	$54
VANECK ETF TRUST (ITM)	1,102	UNCH	$52
ITM	1,102	UNCH	$52
TEXAS INSTRS INC	307	UNCH	$52
TXN	307	UNCH	$52
FIRST BANCORP N C	1,365	UNCH	$51
FBNC	1,365	UNCH	$51
MGE ENERGY INC	701	UNCH	$51
MGEE	701	UNCH	$51
NORTHWEST NAT HLDG CO	1,290	UNCH	$50
NWN	1,290	UNCH	$50
SANDSTORM GOLD LTD	10,000	UNCH	$50
SAND	10,000	UNCH	$50
VANGUARD SCOTTSDALE FDS (VCSH)	652	UNCH	$50
VCSH	652	UNCH	$50
CGI INC	450	UNCH	$48
GIB	450	UNCH	$48
ISHARES TR (IEFA)	665	UNCH	$47
IEFA	665	UNCH	$47
GILEAD SCIENCES INC	550	UNCH	$45
GILD	550	UNCH	$45
PHILLIPS 66	339	-399	$45
PSX	339	-399	$45
RIO TINTO PLC	600	UNCH	$45
RIO	600	UNCH	$45
SPIRIT RLTY CAP INC NEW	1,024	UNCH	$45
SRC	1,024	UNCH	$45
STARWOOD PPTY TR INC	2,125	UNCH	$45
STWD	2,125	UNCH	$45
CORTEVA INC	925	-92	$44
CTVA	925	-92	$44
NORTHROP GRUMMAN CORP	93	-4	$44
NOC	93	-4	$44
AUTOMATIC DATA PROCESSING IN	184	UNCH	$43
ADP	184	UNCH	$43
PINNACLE WEST CAP CORP	601	UNCH	$43
PNW	601	UNCH	$43
BROADCOM INC	38	UNCH	$42
AVGO	38	UNCH	$42
SELECT SECTOR SPDR TR (XLE)	497	UNCH	$42
XLE	497	UNCH	$42
AIR PRODS & CHEMS INC	150	UNCH	$41
APD	150	UNCH	$41
ISHARES TR (DVY)	350	UNCH	$41
DVY	350	UNCH	$41
INVESCO EXCHANGE TRADED FD T (PWV)	802	UNCH	$41
PWV	802	UNCH	$41
PROLOGIS INC.	300	-24	$40
PLD	300	-24	$40
COMCAST CORP NEW	888	UNCH	$39
CMCSA	888	UNCH	$39
WISDOMTREE TR	849	UNCH	$39
DON	849	UNCH	$39
TRUIST FINL CORP	1,036	UNCH	$38
TFC	1,036	UNCH	$38
SHELL PLC	560	UNCH	$37
SHEL	560	UNCH	$37
AMERICAN ELEC PWR CO INC	426	UNCH	$35
AEP	426	UNCH	$35
MONDELEZ INTL INC	484	UNCH	$35
MDLZ	484	UNCH	$35
CALAMOS STRATEGIC TOTAL RETU	2,196	UNCH	$33
CSQ	2,196	UNCH	$33
MASTERCARD INCORPORATED	78	UNCH	$33
MA	78	UNCH	$33
ALLSTATE CORP	228	UNCH	$32
ALL	228	UNCH	$32
BROWN FORMAN CORP			$32
BF.B	562	UNCH	$32
INTERNATIONAL FLAVORS&FRAGRA	400	+25	$32
IFF	400	+25	$32
PHILIP MORRIS INTL INC	330	UNCH	$31
PM	330	UNCH	$31
ISHARES TR (USMV)	400	UNCH	$31
USMV	400	UNCH	$31
HOME DEPOT INC	83	UNCH	$29
HD	83	UNCH	$29
ENTERPRISE PRODS PARTNERS L	1,056	UNCH	$28
EPD	1,056	UNCH	$28
HERSHEY CO	150	UNCH	$28
HSY	150	UNCH	$28
EDISON INTL	380	UNCH	$27
EIX	380	UNCH	$27
TANGER INC	980	UNCH	$27
SKT	980	UNCH	$27
ANHEUSER BUSCH INBEV SA NV	400	UNCH	$26
BUD	400	UNCH	$26
ECOLAB INC	132	+132	$26
ECL	132	+132	$26
PFIZER INC	898	UNCH	$26
PFE	898	UNCH	$26
XYLEM INC	225	UNCH	$26
XYL	225	UNCH	$26
BRISTOL MYERS SQUIBB CO	495	UNCH	$25
BMY	495	UNCH	$25
SPDR GOLD TR (GLD)	130	+130	$25
GLD	130	+130	$25
SYNCHRONOSS TECHNOLOGIES INC	4,000	+4,000	$25
SNCR	4,000	+4,000	$25
CHECK POINT SOFTWARE TECH LT	158	UNCH	$24
CHKP	158	UNCH	$24
DOMINION ENERGY INC	510	-275	$24
D	510	-275	$24
DARDEN RESTAURANTS INC	144	UNCH	$24
DRI	144	UNCH	$24
HUNTINGTON INGALLS INDS INC	90	UNCH	$23
HII	90	UNCH	$23
FRANCO NEV CORP	196	-42	$22
FNV	196	-42	$22
PALO ALTO NETWORKS INC	75	UNCH	$22
PANW	75	UNCH	$22
SELECT SECTOR SPDR TR (XLU)	345	UNCH	$22
XLU	345	UNCH	$22
DIAMONDBACK ENERGY INC	137	UNCH	$21
FANG	137	UNCH	$21
INGLES MKTS INC	239	UNCH	$21
IMKTA	239	UNCH	$21
NORTHERN TR CORP	250	UNCH	$21
NTRS	250	UNCH	$21
ALBEMARLE CORP	136	+27	$20
ALB	136	+27	$20
BHP GROUP LTD	287	-30	$20
BHP	287	-30	$20
ENBRIDGE INC	557	UNCH	$20
ENB	557	UNCH	$20
ISHARES TR (IYH)	69	UNCH	$20
IYH	69	UNCH	$20
BIOGEN INC	74	UNCH	$19
BIIB	74	UNCH	$19
ENERGY TRANSFER L P	1,399	UNCH	$19
ET	1,399	UNCH	$19
MARTIN MARIETTA MATLS INC	38	-2	$19
MLM	38	-2	$19
SPDR SER TR (RWR)	202	UNCH	$19
RWR	202	UNCH	$19
ARCHER DANIELS MIDLAND CO	244	UNCH	$18
ADM	244	UNCH	$18
ACUITY BRANDS INC	90	UNCH	$18
AYI	90	UNCH	$18
ENTERGY CORP NEW	182	UNCH	$18
ETR	182	UNCH	$18
ISHARES INC (IEMG)	360	UNCH	$18
IEMG	360	UNCH	$18
KELLANOVA	325	UNCH	$18
K	325	UNCH	$18
SELECT SECTOR SPDR TR (XLV)	135	UNCH	$18
XLV	135	UNCH	$18
ZIMMER BIOMET HOLDINGS INC	146	UNCH	$18
ZBH	146	UNCH	$18
TE CONNECTIVITY LTD	124	UNCH	$17
TEL	124	UNCH	$17
ALIBABA GROUP HLDG LTD	200	+200	$16
BABA	200	+200	$16
ISHARES INC (EWZ)	450	+450	$16
EWZ	450	+450	$16
IRON MTN INC DEL	230	-60	$16
IRM	230	-60	$16
ALTRIA GROUP INC	391	UNCH	$16
MO	391	UNCH	$16
SYMBOTIC INC	310	UNCH	$16
SYM	310	UNCH	$16
MARSH & MCLENNAN COS INC	80	UNCH	$15
MMC	80	UNCH	$15
VANGUARD WORLD FDS (VGT)	32	+6	$15
VGT	32	+6	$15
EVERSOURCE ENERGY	225	UNCH	$14
ES	225	UNCH	$14
ENPRO INC	90	UNCH	$14
NPO	90	UNCH	$14
TC ENERGY CORP	350	UNCH	$14
TRP	350	UNCH	$14
EATON CORP PLC	53	UNCH	$13
ETN	53	UNCH	$13
HOLOGIC INC	175	UNCH	$13
HOLX	175	UNCH	$13
NIKE INC	121	+38	$13
NKE	121	+38	$13
CONSTELLATION BRANDS INC	54	UNCH	$13
STZ	54	UNCH	$13
WALGREENS BOOTS ALLIANCE INC	500	-1,200	$13
WBA	500	-1,200	$13
CAPITAL CITY BK GROUP INC	419	UNCH	$12
CCBG	419	UNCH	$12
FEDEX CORP	47	+47	$12
FDX	47	+47	$12
GSK PLC	313	UNCH	$12
GSK	313	UNCH	$12
ILLUMINA INC	85	UNCH	$12
ILMN	85	UNCH	$12
NISOURCE INC	445	UNCH	$12
NI	445	UNCH	$12
SIRIUS XM HOLDINGS INC	2,250	UNCH	$12
SIRI	2,250	UNCH	$12
INVESCO EXCH TRADED FD TR II (TAN)	230	UNCH	$12
TAN	230	UNCH	$12
AEROVIRONMENT INC	85	UNCH	$11
AVAV	85	UNCH	$11
CARRIER GLOBAL CORPORATION	200	UNCH	$11
CARR	200	UNCH	$11
CAMPBELL SOUP CO	250	UNCH	$11
CPB	250	UNCH	$11
FORTUNE BRANDS INNOVATIONS I	144	UNCH	$11
FBIN	144	UNCH	$11
FIRSTENERGY CORP	300	UNCH	$11
FE	300	UNCH	$11
SPDR SER TR (KRE)	205	UNCH	$11
KRE	205	UNCH	$11
PAYCHEX INC	91	-94	$11
PAYX	91	-94	$11
BCE INC	250	UNCH	$10
BCE	250	UNCH	$10
FIRST SOLAR INC	58	UNCH	$10
FSLR	58	UNCH	$10
TELEFLEX INCORPORATED	40	UNCH	$10
TFX	40	UNCH	$10
TEUCRIUM COMMODITY TR	1,600	UNCH	$10
WEAT	1,600	UNCH	$10
AES CORP	458	UNCH	$9
AES	458	UNCH	$9
ISHARES TR (DGRO)	170	UNCH	$9
DGRO	170	UNCH	$9
ILLINOIS TOOL WKS INC	35	UNCH	$9
ITW	35	UNCH	$9
OTIS WORLDWIDE CORP	100	UNCH	$9
OTIS	100	UNCH	$9
ALCON AG	104	-61	$8
ALC	104	-61	$8
ASML HOLDING N V	10	UNCH	$8
ASML	10	UNCH	$8
BAIDU INC	65	UNCH	$8
BIDU	65	UNCH	$8
BANK NEW YORK MELLON CORP	150	UNCH	$8
BK	150	UNCH	$8
GLOBAL X FDS	260	UNCH	$8
BUG	260	UNCH	$8
BORGWARNER INC	225	UNCH	$8
BWA	225	UNCH	$8
PG&E CORP	450	UNCH	$8
PCG	450	UNCH	$8
VANGUARD INDEX FDS (VOT)	35	UNCH	$8
VOT	35	UNCH	$8
COMPASS MINERALS INTL INC	260	UNCH	$7
CMP	260	UNCH	$7
ISHARES TR (IUSV)	79	UNCH	$7
IUSV	79	UNCH	$7
METLIFE INC	112	UNCH	$7
MET	112	UNCH	$7
UNDER ARMOUR INC	800	UNCH	$7
UAA	800	UNCH	$7
WARNER BROS DISCOVERY INC	645	UNCH	$7
WBD	645	UNCH	$7
WATTS WATER TECHNOLOGIES INC	33	UNCH	$7
WTS	33	UNCH	$7
ADVANCE AUTO PARTS INC	105	UNCH	$6
AAP	105	UNCH	$6
CARNIVAL CORP	300	UNCH	$6
CCL	300	UNCH	$6
CHESAPEAKE ENERGY CORP	75	-223	$6
CHK	75	-223	$6
COINBASE GLOBAL INC	36	+36	$6
COIN	36	+36	$6
VANECK ETF TRUST (GDX)	200	+200	$6
GDX	200	+200	$6
VANECK ETF TRUST (GDXJ)	150	+150	$6
GDXJ	150	+150	$6
ISHARES TR (IUSG)	57	UNCH	$6
IUSG	57	UNCH	$6
TRIMBLE INC	122	UNCH	$6
TRMB	122	UNCH	$6
DELL TECHNOLOGIES INC	67	UNCH	$5
DELL	67	UNCH	$5
ISHARES TR (IYF)	60	UNCH	$5
IYF	60	UNCH	$5
JOHNSON CTLS INTL PLC	83	UNCH	$5
JCI	83	UNCH	$5
SOFI TECHNOLOGIES INC	501	+501	$5
SOFI	501	+501	$5
SPROTT FDS TR	100	+100	$5
URNM	100	+100	$5
VORNADO RLTY TR	186	UNCH	$5
VNO	186	UNCH	$5
CVS HEALTH CORP	45	UNCH	$4
CVS	45	UNCH	$4
FIRST TR EXCHANGE TRADED FD (FIW)	40	UNCH	$4
FIW	40	UNCH	$4
F N B CORP	300	UNCH	$4
FNB	300	UNCH	$4
LAMB WESTON HLDGS INC	35	UNCH	$4
LW	35	UNCH	$4
SAFETY INS GROUP INC	50	UNCH	$4
SAFT	50	UNCH	$4
WSFS FINL CORP	88	UNCH	$4
WSFS	88	UNCH	$4
AUTODESK INC	11	UNCH	$3
ADSK	11	UNCH	$3
CITIZENS FINL GROUP INC	88	UNCH	$3
CFG	88	UNCH	$3
NETFLIX INC	7	+7	$3
NFLX	7	+7	$3
PRUDENTIAL FINL INC	32	UNCH	$3
PRU	32	UNCH	$3
SMUCKER J M CO	23	UNCH	$3
SJM	23	UNCH	$3
SUN LIFE FINANCIAL INC.	50	UNCH	$3
SLF	50	UNCH	$3
VANGUARD TAX MANAGED FDS (VEA)	55	UNCH	$3
VEA	55	UNCH	$3
CORNING INC	75	UNCH	$2
GLW	75	UNCH	$2
HALEON PLC	250	UNCH	$2
HLN	250	UNCH	$2
LIVENT CORP	110	-619	$2
LTHM	110	-619	$2
MICROVISION INC DEL	745	UNCH	$2
MVIS	745	UNCH	$2
PTC INC	13	UNCH	$2
PTC	13	UNCH	$2
VANGUARD SCOTTSDALE FDS (VTWO)	19	UNCH	$2
VTWO	19	UNCH	$2
VANGUARD INTL EQUITY INDEX F (VWO)	38	UNCH	$2
VWO	38	UNCH	$2
ALASKA AIR GROUP INC	25	UNCH	$1
ALK	25	UNCH	$1
DOLLAR GEN CORP NEW	10	UNCH	$1
DG	10	UNCH	$1
ISHARES TR (GOVT)	30	UNCH	$1
GOVT	30	UNCH	$1
WK KELLOGG CO	81	+81	$1
KLG	81	+81	$1
MATCH GROUP INC NEW	37	+37	$1
MTCH	37	+37	$1
ORGANON & CO	49	UNCH	$1
OGN	49	UNCH	$1
INVESCO EXCHANGE TRADED FD T (RSP)	4	+4	$1
RSP	4	+4	$1
SEAGATE TECHNOLOGY HLDNGS PL	13	UNCH	$1
STX	13	UNCH	$1
UBER TECHNOLOGIES INC	19	+19	$1
UBER	19	+19	$1
ISHARES TR (USIG)	13	UNCH	$1
USIG	13	UNCH	$1
ASSERTIO HOLDINGS INC	65	UNCH	<$1
ASRT	65	UNCH	$0
BRIGHTHOUSE FINL INC	2	UNCH	<$1
BHF	2	UNCH	$0
CRISPR THERAPEUTICS AG	1	+1	<$1
CRSP	1	+1	$0
CROWDSTRIKE HLDGS INC	1	+1	<$1
CRWD	1	+1	$0
KYNDRYL HLDGS INC	20	UNCH	<$1
KD	20	UNCH	$0
KOPIN CORP	175	UNCH	<$1
KOPN	175	UNCH	$0
LI CYCLE HOLDINGS CORP	50	UNCH	<$1
LICY	50	UNCH	$0
MAYVILLE ENGR CO INC	25	UNCH	<$1
MEC	25	UNCH	$0
NU HLDGS LTD	1	+1	<$1
NU	1	+1	$0
KONINKLIJKE PHILIPS N V	1	UNCH	<$1
PHG	1	UNCH	$0
PALANTIR TECHNOLOGIES INC	1	+1	<$1
PLTR	1	+1	$0
BROOKFIELD REAL ASSETS INCOM	1	UNCH	<$1
RA	1	UNCH	$0
TRANSCODE THERAPEUTICS INC	1	UNCH	<$1
RNAZ	1	UNCH	$0
SYNOVUS FINL CORP	10	UNCH	<$1
SNV	10	UNCH	$0
TENET HEALTHCARE CORP	2	UNCH	<$1
THC	2	UNCH	$0
WHEELS UP EXPERIENCE INC	100	+0	$0
UP	100	UNCH	$0
BOSTON SCIENTIFIC CORP			$0 (exited)
BSX	0	-57	$0
CAL MAINE FOODS INC			$0 (exited)
CALM	0	-150	$0
CHEMOURS CO			$0 (exited)
CC	0	-521	$0
AMPLIFY ETF TR			$0 (exited)
CNBS	0	-100	$0
COTERRA ENERGY INC			$0 (exited)
CTRA	0	-775	$0
DANAHER CORPORATION			$0 (exited)
DHR	0	-8	$0
DANIMER SCIENTIFIC INC			$0 (exited)
DNMR	0	-12,227	$0
FORTREA HLDGS INC			$0 (exited)
FTREV	0	-2,418	$0
HASBRO INC			$0 (exited)
HAS	0	-100	$0
HOMETRUST BANCSHARES INC			$0 (exited)
HTBI	0	-521	$0
NEUROCRINE BIOSCIENCES INC			$0 (exited)
NBIX	0	-28	$0
NVIDIA CORPORATION			$0 (exited)
NVDA	0	-16	$0
VANECK ETF TRUST			$0 (exited)
OIH	0	-14	$0
PIEDMONT LITHIUM INC			$0 (exited)
PLL	0	-698	$0
PINNACLE FINL PARTNERS INC			$0 (exited)
PNFP	0	-88	$0
SILVERCREST ASSET MGMT GROUP			$0 (exited)
SAMG	0	-1,250	$0
SIBANYE STILLWATER LTD			$0 (exited)
SBSW	0	-852	$0
SPROTT INC			$0 (exited)
SII	0	-772	$0
PROSHARES TR			$0 (exited)
SQQQ	0	-1,000	$0
STERICYCLE INC			$0 (exited)
SRCL	0	-450	$0
SEMPRA			$0 (exited)
SRE	0	-152	$0
STAAR SURGICAL CO			$0 (exited)
STAA	0	-6,277	$0
TJX COS INC NEW			$0 (exited)
TJX	0	-43	$0
VEEVA SYS INC			$0 (exited)
VEEV	0	-22	$0
VODAFONE GROUP PLC NEW			$0 (exited)
VOD	0	-873	$0
XCEL ENERGY INC	0	-29	$0 (exited)
XEL	0	-29	$0

See Summary: First Personal Financial Services Top Holdings
See Details: Top 10 Stocks Held By First Personal Financial Services

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
BKH	+3,235	+$175
FTRE	+1,823	+$64
ECL	+132	+$26
GLD	+130	+$25
SNCR	+4,000	+$25
BABA	+200	+$16
EWZ	+450	+$16
FDX	+47	+$12
COIN	+36	+$6
GDX	+200	+$6

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
STAA	-6,277	-$252
FTREV	-2,418	-$82
PLL	-698	-$28
DNMR	-12,227	-$25
SII	-772	-$24
CTRA	-775	-$21
SRCL	-450	-$20
SQQQ	-1,000	-$20
SAMG	-1,250	-$20
CC	-521	-$15

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
SO	+25,593	+$1,807
NEA	+9,356	+$174
ORLA	+6,905	+$13
AWK	+3,860	+$1,074
KHC	+1,213	+$70
ABEV	+1,080	+$83
WFC	+924	+$66
CELH	+870	-$26
WTRG	+535	+$148
JPM	+505	+$1,007

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
UL	-12,556	-$788
WMT	-11,434	-$1,912
MKC	-6,644	-$1,268
DEO	-4,766	-$852
EWL	-4,573	+$646
NEM	-4,360	+$41
VZ	-3,804	+$323
SCHG	-3,451	+$154
SKM	-2,702	-$60

First Personal Financial Services Info

Size ($ in 1000's)
At 12/31/2023: $411,002
At 09/30/2023: $384,403

First Personal Financial Services holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from First Personal Financial Services 13F filings. Link to 13F filings: SEC filings

All Stocks Held By First Personal Financial Services | www.HoldingsChannel.com