13FBOX
First Personal Financial Services · 13F Holdings
Options Calculator Rankings

First Personal Financial Services

No.4392 Data as of 2024Q3
Latest AUM (Q3 2024)
$472.9M
QoQ Change Q2 2024
+$30.7M+6.9%
Holdings
570
New Buys
233
Adds
105
Reduces
98
Exits
22
Unchanged
134
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q3 2024 ValueQ3 2024 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MICROSOFT CORPMSFT
3.77%3.93%$17.8M41,442$17.4M38,927+2,515+6.46%Add
ACCENTURE PLC IRELANDACN
3.3%3.04%$15.6M44,143$13.4M44,285-142-0.32%Reduce
ALPHABET INCGOOGL
3.12%3.68%$14.7M88,909$16.3M89,463-554-0.62%Reduce
WASTE MGMT INC DELWM
2.9%3.25%$13.7M66,080$14.4M67,274-1,194-1.77%Reduce
IISHARES TRIVV
2.64%2.74%$12.5M21,664$12.1M22,129-465-2.10%Reduce
TTHERMO FISHER SCIENTIFIC INCTMO
2.47%2.37%$11.7M18,886$10.5M18,942-56-0.30%Reduce
PROCTER & GAMBLE COPG
2.45%2.49%$11.6M66,863$11.0M66,666+197+0.30%Add
PUBLIC STORAGE COMPSA
2.44%2.08%$11.5M31,691$9.2M31,939-248-0.78%Reduce
BBADGER METER INCBMI
2.44%2.27%$11.5M52,791$10.0M53,860-1,069-1.98%Reduce
AMERICAN WTR WKS CO INC NEWAWK
2.4%2.29%$11.3M77,514$10.1M78,255-741-0.95%Reduce
DEERE & CODE
2.35%2.25%$11.1M26,607$10.0M26,690-83-0.31%Reduce
IISHARES COREIJH
2.27%2.31%$10.7M171,987$10.2M174,785-2,798-1.60%Reduce
AANSYS INC COMANSS
2.21%2.42%$10.4M32,778$10.7M33,235-457-1.38%Reduce
PPROSHARES TRNOBL
2.2%2.15%$10.4M97,615$9.5M98,774-1,159-1.17%Reduce
MCCORMICK & CO INC COM NON VTGMKC
2.17%2.04%$10.3M124,690$9.0M127,430-2,740-2.15%Reduce
ORACLE CORPORCL
2.16%2.15%$10.2M60,044$9.5M67,239-7,195-10.70%Reduce
TAIWAN SEMICONDUCTOR MANUFACTSM
2.12%2.36%$10.0M57,712$10.4M60,090-2,378-3.96%Reduce
NUCOR CORPNUE
2.06%2.37%$9.7M64,816$10.5M66,307-1,491-2.25%Reduce
IISHARES INCEWL
2.05%2.11%$9.7M186,322$9.3M193,316-6,994-3.62%Reduce
COLGATE PALMOLIVE COCL
1.99%2.04%$9.4M90,714$9.0M93,186-2,472-2.65%Reduce
UUNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
1.97%2.2%$9.3M143,496$9.7M177,298-33,802-19.07%Reduce
EQUINIX INCEQIX
1.79%1.66%$8.5M9,546$7.3M9,711-165-1.70%Reduce
WALMART INCWMT
1.79%1.65%$8.5M104,847$7.3M107,596-2,749-2.55%Reduce
APPLE INCAAPL
1.74%1.71%$8.2M35,226$7.6M35,953-727-2.02%Reduce
COSTCO WHOLESALE CORPORATIONCOST
1.64%1.76%$7.8M8,775$7.8M9,151-376-4.11%Reduce
STARBUCKS CORPSBUX
1.63%1.4%$7.7M79,211$6.2M79,413-202-0.25%Reduce
JPMORGAN CHASE & COJPM
1.61%1.68%$7.6M36,060$7.4M36,797-737-2.00%Reduce
IISHARES TRIJK
1.58%1.62%$7.5M81,193$7.2M81,536-343-0.42%Reduce
VVANGUARD WORLD FDVDC
1.51%1.53%$7.1M32,686$6.8M33,384-698-2.09%Reduce
SSTATE STREET SPDR MSCI ACWI EX-US ETFCWI
1.32%1.32%$6.2M205,256$5.9M206,717-1,461-0.71%Reduce
KIMBERLY-CLARK CORPKMB
1.31%1.32%$6.2M43,580$5.8M42,139+1,441+3.42%Add
PEPSICO INCPEP
1.27%1.31%$6.0M35,221$5.8M35,249-28-0.08%Reduce
DIAGEO PLC SPON ADR NEWDEO
1.2%1.16%$5.7M40,273$5.1M40,616-343-0.84%Reduce
INFOSYS LTDINFY
1.19%1.08%$5.6M252,580$4.8M255,700-3,120-1.22%Reduce
ELECTRONIC ARTS INCEA
1.16%1.21%$5.5M38,353$5.3M38,312+41+0.11%Add
CLOROX CO DELCLX
1.1%1.04%$5.2M32,056$4.6M33,730-1,674-4.96%Reduce
AMGEN INC COMAMGN
1.1%1.25%$5.2M16,092$5.5M17,679-1,587-8.98%Reduce
EXXON MOBIL CORPXOM
1.07%1.11%$5.1M43,280$4.9M42,534+746+1.75%Add
SOUTHERN COSO
1.03%0.98%$4.9M54,123$4.3M55,954-1,831-3.27%Reduce
VERIZON COMMUNICATIONS INCVZ
0.87%0.85%$4.1M91,092$3.7M90,842+250+0.28%Add
MCDONALDS CORPMCD
0.85%0.78%$4.0M13,175$3.5M13,547-372-2.75%Reduce
TARGET CORP COMTGT
0.79%0.82%$3.7M23,930$3.6M24,519-589-2.40%Reduce
CISCO SYS INCCSCO
0.76%0.76%$3.6M67,929$3.4M71,135-3,206-4.51%Reduce
SSCHWAB U.S. LARGE-CAP GROWTH ETFSCHG
0.76%0.81%$3.6M34,601$3.6M35,550-949-2.67%Reduce
IISHARES TRTIP
0.73%0.78%$3.5M31,311$3.5M32,477-1,166-3.59%Reduce
INTUITINTU
0.7%0.73%$3.3M5,361$3.2M4,917+444+9.03%Add
IISHARES TRIGIB
0.63%0.64%$3.0M55,187$2.8M55,094+93+0.17%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.62%0.69%$3.0M6,410$3.1M7,545-1,135-15.04%Reduce
INTEL CORPINTC
0.59%0.55%$2.8M119,766$2.4M78,605+41,161+52.36%Add
BERKSHIRE HATHAWAY INC CL ABRK.A
0.58%0.55%$2.8M4$2.4M400.00%Unchanged

🧭 Institutional Sector Flow Heatmap

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