First Personal Financial Services Portfolio Holdings

First Personal Financial Services

  • $472 Million
  • Q3 2024

First Personal Financial Services has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $472 Million distributed in 571 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $17.8M, Accenture PLC with a value of $15.6M, Alphabet Inc. with a value of $14.7M, Waste Management Inc with a value of $13.7M, and Ishares Core S&P 500 ETF with a value of $12.5M.

Examining the 13F form we can see an increase of $30.4M in the current position value, from $441M to 472M.

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

Portfolio value $472 Million
Technology: $108 Million
ETFs: $92.7 Million
Consumer Defensive: $87.7 Million
Industrials: $32.6 Million
Communication Services: $27.3 Million
Utilities: $24.7 Million
Healthcare: $22.9 Million
Real Estate: $21.1 Million
Other: $54.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$121B
$90,000 0.02% of portfolio
1,577
Q2 2023 Added 43.36%
$1.13B
$85,000 0.02% of portfolio
8,718
Q3 2024 Added 2.66%
$29.7B
$105,000 0.02% of portfolio
800
Q2 2024 Reduced 28.89%
$180M
$103,000 0.02% of portfolio
6,000
Q2 2024 Added 50.0%
$12.3B
$82,000 0.02% of portfolio
1,431
Q2 2024 Reduced 5.92%
$350B
$77,000 0.02% of portfolio
635
Q3 2024 New
$20.4B
$94,000 0.02% of portfolio
678
Q3 2024 Reduced 14.18%
$31B
$87,000 0.02% of portfolio
910
Q3 2024 Reduced 11.22%
$0
$89,000 0.02% of portfolio
405
Q2 2024 Reduced 3.57%
$25.2B
$110,000 0.02% of portfolio
3,342
Q3 2024 Added 0.09%
$42.7B
$116,000 0.02% of portfolio
11,000
Q3 2024 Reduced 5.38%
$0
$103,000 0.02% of portfolio
809
Q2 2024 Reduced 6.37%
$148B
$90,000 0.02% of portfolio
251
Q3 2024 Added 0.4%
$0
$104,000 0.02% of portfolio
1,971
Q3 2024 Added 3,483.64%
$0
$94,000 0.02% of portfolio
539
Q2 2024 Added 352.94%
$1.11T
$81,000 0.02% of portfolio
310
Q3 2024 New
$42.9B
$86,000 0.02% of portfolio
1,503
Q3 2024 Added 0.2%
$30.9B
$112,000 0.02% of portfolio
2,066
Q2 2024 Reduced 13.7%
$0
$97,000 0.02% of portfolio
2,400
Q3 2023 Added 400.0%
$0
$105,000 0.02% of portfolio
274
Q2 2024 Added 356.67%
$0
$100,000 0.02% of portfolio
2,113
Q2 2024 New
$0
$81,000 0.02% of portfolio
693
Q3 2022 New
$229B
$82,000 0.02% of portfolio
505
Q3 2024 Added 1.0%
$0
$92,000 0.02% of portfolio
190
Q2 2024 New
$0
$90,000 0.02% of portfolio
624
Q4 2022 Reduced 6.73%
$45.5B
$100,000 0.02% of portfolio
1,131
Q3 2024 Reduced 7.75%
$0
$108,000 0.02% of portfolio
2,144
Q3 2024 Reduced 62.81%
$49.9B
$44,000 0.01% of portfolio
431
Q3 2024 Added 1.17%
$109B
$40,000 0.01% of portfolio
605
Q3 2024 Added 51.25%
$331B
$34,000 0.01% of portfolio
125
Q3 2024 Added 2.46%
$233B
$51,000 0.01% of portfolio
775
Q3 2024 Added 38.39%
$0
$28,000 0.01% of portfolio
125
Q3 2024 Reduced 50.0%
$0
$63,000 0.01% of portfolio
544
Q3 2022 Added 504.44%
$0
$27,000 0.01% of portfolio
345
Q3 2023 Reduced 76.61%
$10.4B
$24,000 0.01% of portfolio
90
Q3 2023 Reduced 30.77%
$26.4B
$28,000 0.01% of portfolio
150
Q1 2020 Reduced 5.66%
$440B
$34,000 0.01% of portfolio
86
Q3 2024 Added 3.61%
$0
$65,000 0.01% of portfolio
1,444
Q2 2024 Reduced 14.76%
$82.8B
$32,000 0.01% of portfolio
167
Q3 2024 New
$0
$49,000 0.01% of portfolio
560
Q3 2024 Added 2,445.45%
$23B
$30,000 0.01% of portfolio
228
Q3 2024 Added 1.33%
$2.2B
$46,000 0.01% of portfolio
1,489
Q3 2024 Reduced 0.73%
$169B
$28,000 0.01% of portfolio
56
Q3 2024 New
$73.3B
$44,000 0.01% of portfolio
151
Q3 2024 Added 0.67%
$0
$42,000 0.01% of portfolio
700
Q3 2024 Reduced 71.6%
$0
$48,000 0.01% of portfolio
1,662
Q3 2024 New
$0
$62,000 0.01% of portfolio
1,512
Q3 2024 New
$0
$36,000 0.01% of portfolio
400
Q2 2023 Reduced 17.7%
$1.5B
$42,000 0.01% of portfolio
1,052
Q3 2024 Reduced 18.45%

Summary

  • Portfolio
  • No. of Stocks 571
  • Current Value $472 Million
  • Prior Value $441 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 234 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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