First Personal Financial Services 13F Holdings

CIK 0001633869 · CHARLOTTE, NC

As of Sep 30, 2024, First Personal Financial Services reported 571 positions worth $469.9M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology41,442 7.8M3.80%
ACCENTURE PLCACNTechnology44,143 5.6M3.32%
ALPHABET INCGOOGLEquity88,909 4.7M3.14%
WASTE MANAGEMENT INCWMIndustrials66,080 3.7M2.92%
ISHARES CORE S&P 500 ETFIVV—21,664 2.5M2.66%
THERMO FISHER SCIENTIFIC INCTMOHealthcare18,886 1.7M2.49%
PROCTER & GAMBLE COPGConsumer Defensive66,863 1.6M2.46%
PUBLIC STORAGEPSAReal Estate31,691 1.5M2.45%
BADGER METER INCBMITechnology52,791 1.5M2.45%
AMERICAN WATER WORKS COMPANY INCAWKUtilities77,514 1.3M2.41%
DEERE & CODEIndustrials26,607 1.1M2.36%
ISHARES CORE S&P MID-CAP ETFIJH—171,987 0.7M2.28%
ANSYS INCANSSTechnology32,778 0.4M2.22%
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFNOBL—97,615 0.4M2.22%
MCCORMICK & CO INCMKCConsumer Defensive124,690 0.3M2.18%
ORACLE CORPORCLTechnology60,044 0.2M2.18%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology57,712 0.0M2.13%
NUCOR CORPNUEBasic Materials64,816$9.7M2.07%
ISHARES MSCI SWITZERLAND ETFEWL—186,322$9.7M2.07%
COLGATE PALMOLIVE COCLConsumer Defensive90,714$9.4M2.00%
UNILEVER PLCULConsumer Defensive143,496$9.3M1.98%
EQUINIX INCEQIXReal Estate9,546$8.5M1.80%
WALMART INCWMTConsumer Defensive104,847$8.5M1.80%
APPLE INCAAPLTechnology35,226$8.2M1.75%
COSTCO WHOLESALE CORPCOSTConsumer Defensive8,775$7.8M1.66%