First Business Financial Services, Inc. has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $941 Million distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $242M, Ishares Tr with a value of $120M, Ishares Russell 1000 Gr ETF with a value of $76.8M, Ishares Core S&P Sm Cap ETF with a value of $59.2M, and Ishares Core Dividend Growth E with a value of $51.2M.

Examining the 13F form we can see an increase of $11.1M in the current position value, from $930M to 941M.

Below you can find more details about First Business Financial Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $941 Million
ETFs: $755 Million
Technology: $64.6 Million
Financial Services: $33 Million
Healthcare: $22.6 Million
Industrials: $14.7 Million
Communication Services: $14.5 Million
Consumer Cyclical: $13.1 Million
Consumer Defensive: $11.1 Million
Other: $12.4 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $941 Million
  • Prior Value $930 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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