FP

First Personal Financial Services

13F
First Personal Financial Services
Last update 2024-07-30 359 Stocks (13 new)
Value $442.00 Mil Turnover 3 %
Countries:
Top Holdings: MSFT(3.93%)GOOGL(3.68%)WM(3.25%)ACN(3.04%)IVV(2.74%)
Portfolio Report
Summary Stock Picks Current Portfolio
First Personal Financial Servi... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
38,927
17398.400
+12.96%
3.930
+0.45%
0.000
+2.46%
+15.65%
3215616.773
Software
GOOGL 		Alphabet Inc
89,463
16295.610
-4.22%
3.680
-0.14%
0.000
+2.62%
+25.24%
2145817.800
Interactive Media
WM 		Waste Management Inc
67,274
14352.230
+0.69%
3.250
+0.02%
0.020
+7.21%
+21.26%
86221.346
Waste Management
ACN 		Accenture PLC
44,285
13436.480
+0.24%
3.040
+0.01%
0.010
+5.70%
+0.35%
216556.222
Software
IVV 		iShares Core S&P 500 ETF
22,129
12109.750
-1.17%
2.740
-0.03%
-
+6.95%
+21.99%
547129.359
 
PG 		Procter & Gamble Co
66,666
10994.490
-0.19%
2.490
0%
0.000
+3.36%
+16.21%
391313.734
Consumer Packaged Goods
ANSS 		Ansys Inc
33,235
10685.050
-0.31%
2.420
-0.01%
0.040
+7.92%
-9.45%
28712.630
Software
NUE 		Nucor Corp
66,307
10481.820
+0.07%
2.370
0%
0.030
-10.17%
-17.19%
33868.134
Steel
TMO 		Thermo Fisher Scientific Inc
18,942
10475.060
-0.31%
2.370
-0.01%
0.000
-10.42%
+3.94%
210334.399
Medical Diagnostics & Research
TSM 		Taiwan Semiconductor Manufacturing Co Ltd
60,090
10444.190
-0.39%
2.360
-0.01%
0.000
+26.31%
+89.03%
1008588.838
Semiconductors

First Personal Financial Services's Historical Top Holdings Breakdowns

First Personal Financial Services's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.A 		Berkshire Hathaway Inc2024-06-30New Buy
+0.55%
●
598160 ($616494) 634030
$682,600.10
10.72%
New holding
4
4
MSFT 		Microsoft Corp2024-06-30Add
+0.45%
●
389.33 ($422.32) 452.85
$432.53
2.42%
Add 12.96%
38,927
4,466
MKC 		McCormick & Co Inc2024-06-30Add
+0.29%
●
67.67 ($72.79) 78.27
$77.94
7.08%
Add 16.77%
127,430
18,304
BLKB 		Blackbaud Inc2024-06-30New Buy
+0.23%
●
70.81 ($77.04) 79.92
$74.29
-3.57%
New holding
13,216
13,216
COST 		Costco Wholesale Corp2024-06-30Reduce
-0.22%
●
704.88 ($780.33) 870.75
$879.30
12.68%
Reduce -12.28%
9,151
-1,281
BRK.B 		Berkshire Hathaway Inc2024-06-30Add
+0.17%
●
396.73 ($408.62) 420.24
$454.96
11.34%
Add 33.45%
7,545
1,891
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-06-30New Buy
+0.17%
●
100.29 ($100.52) 100.75
$100.68
0.16%
New holding
7,306
7,306
GOOGL 		Alphabet Inc2024-06-30Reduce
-0.14%
●
150.53 ($168.57) 185.41
$174.46
3.49%
Reduce -4.22%
89,463
-3,946
BKH 		Black Hills Corp2024-06-30Add
+0.14%
●
51.2 ($54.5) 57.58
$59.57
9.30%
Add 47.72%
34,820
11,249
INTC 		Intel Corp2024-06-30Add
+0.11%
●
29.85 ($32.77) 44.52
$22.30
-31.95%
Add 26.38%
78,605
16,408

First Personal Financial Services Total Holding History ($B)

To

First Personal Financial Services's Asset Allocation

To

First Personal Financial Services Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

First Personal Financial Services's Hypothetical Growth since 2024-06-30

First Personal Financial Services's Yearly Returns

Year Portfolio % % Excess Gain %

First Personal Financial Services's Holdings Heat Map

Size field:

First Personal Financial Services's Holdings Bubble Chart

First Personal Financial Services News

  • 1

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