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 |
---|---|---|
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 |
---|---|---|
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 |
---|---|---|
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 |
---|---|---|
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 | -$60 |
Size ($ 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 |