First Personal Financial Services New Holdings in Q3 2024

First Personal Financial Services

  • $472 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
3.58K
New
$35.8 - $39.69 $128K - $142K
3.58K $142K
TSLA
Tesla, Inc.

Consumer Cyclical
310
New
$191.76 - $263.26 $59.4K - $81.6K
310 $81K
NVDA
Nvidia Corp

Technology
635
New
$98.91 - $134.91 $62.8K - $85.7K
635 $77K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.51K
New
$36.98 - $41.55 $55.9K - $62.8K
1.51K $62K
IJS
Ishares S&P Smallcap 600 Value

ETFs
504
New
$95.81 - $109.03 $48.3K - $55K
504 $54K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.66K
New
$25.45 - $29.53 $42.3K - $49.1K
1.66K $48K
NFLX
Netflix Inc

Communication Services
56
New
$598.55 - $722.26 $33.5K - $40.4K
56 $39K
MA
Mastercard Inc

Financial Services
79
New
$429.6 - $500.99 $33.9K - $39.6K
79 $39K
AON
Aon PLC

Financial Services
107
New
$293.16 - $351.06 $31.4K - $37.6K
107 $37K
FAST
Fastenal CO

Industrials
507
New
$62.09 - $71.83 $31.5K - $36.4K
507 $36K
MLM
Martin Marietta Materials Inc

Basic Materials
61
New
$502.48 - $593.35 $30.7K - $36.2K
61 $32K
TSCO
Tractor Supply CO

Consumer Cyclical
101
New
$251.95 - $290.93 $25.4K - $29.4K
101 $29K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
102
New
$268.61 - $337.37 $27.4K - $34.4K
102 $28K
SHW
Sherwin Williams CO

Basic Materials
75
New
$294.65 - $384.0 $22.1K - $28.8K
75 $28K
TDG
Trans Digm Group Inc

Industrials
20
New
$1202.03 - $1427.41 $24K - $28.5K
20 $28K
SPGI
S&P Global Inc.

Financial Services
56
New
$446.32 - $527.38 $25K - $29.5K
56 $28K
FCG
First Tr Exchange Traded Fd

ETFs
1.07K
New
$23.05 - $27.24 $24.6K - $29.1K
1.07K $25K
LOGI
Logitech International S.A.

Technology
256
New
$83.7 - $96.51 $21.4K - $24.7K
256 $22K
BDX
Becton Dickinson & CO

Healthcare
91
New
$221.47 - $242.41 $20.2K - $22.1K
91 $21K
WSM
Williams Sonoma Inc

Consumer Cyclical
118
New
$128.47 - $280.94 $15.2K - $33.2K
118 $18K
SCHX
Schwab Strategic Tr Us Large C

ETFs
250
New
$61.11 - $67.85 $15.3K - $17K
250 $16K
CAG
Conagra Brands Inc.

Consumer Defensive
515
New
$28.13 - $32.83 $14.5K - $16.9K
515 $16K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
316
New
$50.63 - $51.11 $16K - $16.2K
316 $16K
TD
Toronto Dominion Bank

Financial Services
226
New
$54.54 - $64.56 $12.3K - $14.6K
226 $14K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
376
New
$28.08 - $32.61 $10.6K - $12.3K
376 $11K
HBAN
Huntington Bancshares Inc

Financial Services
810
New
$12.84 - $15.15 $10.4K - $12.3K
810 $11K
SCHA
Schwab Strategic Tr Us Small C

ETFs
228
New
$46.9 - $51.96 $10.7K - $11.8K
228 $11K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
100
New
$75.47 - $83.18 $7.55K - $8.32K
100 $8K
SEIC
Sei Investments CO

Financial Services
117
New
$63.1 - $69.83 $7.38K - $8.17K
117 $8K
HAL
Halliburton CO

Energy
249
New
$27.81 - $36.44 $6.92K - $9.07K
249 $7K
LRCX
Lam Research Corp

Technology
8
New
$731.56 - $1127.3 $5.85K - $9.02K
8 $6K
NTR
Nutrien Ltd.

Basic Materials
100
New
$45.26 - $52.2 $4.53K - $5.22K
100 $4K
RTO
Rentokil Initial PLC

Industrials
175
New
$24.2 - $32.96 $4.24K - $5.77K
175 $4K
TMUS
T Mobile Us, Inc.

Communication Services
5
New
$175.14 - $206.36 $876 - $1.03K
5 $1K
ONTO
Onto Innovation Inc.

Technology
1
New
$158.45 - $238.04 $158 - $238
1 $0
PCAR
Paccar Inc

Industrials
5
New
$91.64 - $109.98 $458 - $550
5 $0
NOVT
Novanta Inc

Technology
1
New
$157.79 - $157.79 $158 - $158
1 $0
PKG
Packaging Corp Of America

Consumer Cyclical
1
New
$176.32 - $215.7 $176 - $216
1 $0
PYPL
Pay Pal Holdings, Inc.

Financial Services
3
New
$57.22 - $80.08 $172 - $240
3 $0
PLTR
Palantir Technologies Inc.

Technology
5
New
$24.09 - $37.95 $120 - $190
5 $0
PAYC
Paycom Software, Inc.

Technology
1
New
$140.16 - $173.86 $140 - $174
1 $0
NRG
Nrg Energy, Inc.

Utilities
2
New
$68.89 - $91.22 $138 - $182
2 $0
PCTY
Paylocity Holding Corp

Technology
1
New
$132.0 - $165.41 $132 - $165
1 $0
OKE
Oneok Inc

Energy
3
New
$78.62 - $95.27 $236 - $286
3 $0
NSC
Norfolk Southern Corp

Industrials
2
New
$213.75 - $259.69 $428 - $519
2 $0
MPC
Marathon Petroleum Corp

Energy
2
New
$158.61 - $180.75 $317 - $362
2 $0
MRO
Marathon Oil Corp

Energy
3
New
$25.87 - $29.26 $77.6 - $87.8
3 $0
MANH
Manhattan Associates Inc

Technology
1
New
$218.59 - $286.0 $219 - $286
1 $0
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
2
New
$95.75 - $118.1 $192 - $236
2 $0
Activity Summary
Buys All Purchases 338 New Holdings 234 Increased Positions 104 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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