First Affirmative Financial Network Top Holdings and 13F Report (2024) → It's time to ween off Chinese lithium! (From Smallcaps Daily) (Ad) About First Affirmative Financial NetworkInvestment ActivityFirst Affirmative Financial Network has $135.66 million in total holdings as of March 31, 2024.First Affirmative Financial Network owns shares of 254 different stocks, but just 131 companies or ETFs make up 80% of its holdings.Approximately 4.65% of the portfolio was purchased this quarter.About 3.10% of the portfolio was sold this quarter.This quarter, First Affirmative Financial Network has purchased 242 new stocks and bought additional shares in 131 stocks.First Affirmative Financial Network sold shares of 103 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard Intermediate-Term Treasury Index ETF $9,138,130SPDR Portfolio Short Term Treasury ETF $5,882,521iShares MSCI KLD 400 Social ETF $4,096,373NVIDIA $3,904,942Apple $3,772,057 Largest New Holdings this Quarter Shopify $249,490 HoldingeBay $242,183 HoldingParker-Hannifin $241,943 HoldingHilton Worldwide $234,323 HoldingCOOPER COS INC $231,755 Holding Largest Purchases this Quarter Apple 1,700 shares (about $291.52K)Shopify 3,233 shares (about $249.49K)eBay 4,589 shares (about $242.18K)Parker-Hannifin 435 shares (about $241.94K)Hilton Worldwide 1,099 shares (about $234.32K) Largest Sales this Quarter iShares MSCI KLD 400 Social ETF 8,183 shares (about $824.92K)Palo Alto Networks 598 shares (about $169.91K)NVIDIA 169 shares (about $152.69K)PayPal 2,027 shares (about $135.80K)Novo Nordisk A/S 817 shares (about $104.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst Affirmative Financial Network Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGITVanguard Intermediate-Term Treasury Index ETF$9,138,130$92,333 ▲1.0%156,0746.7%ETFSPTSSPDR Portfolio Short Term Treasury ETF$5,882,521$50,234 ▼-0.8%203,4074.3%ETFDSIiShares MSCI KLD 400 Social ETF$4,096,373$824,920 ▼-16.8%40,6353.0%ETFNVDANVIDIA$3,904,942$152,692 ▼-3.8%4,3222.9%Computer and TechnologyAAPLApple$3,772,057$291,517 ▲8.4%21,9972.8%Computer and TechnologyMSFTMicrosoft$3,084,460$21,037 ▼-0.7%7,3312.3%Computer and TechnologyCGWInvesco S&P Global Water Index ETF$2,160,777$15,937 ▼-0.7%38,9121.6%ETFTBXProShares Short 7-10 Treasury$1,587,236$36,417 ▼-2.2%54,2631.2%ETFGOOGLAlphabet$1,564,189$16,451 ▲1.1%10,3641.2%Computer and TechnologyAMZNAmazon.com$1,547,832$93,436 ▲6.4%8,5811.1%Retail/WholesaleICLNiShares Global Clean Energy ETF$1,512,624$28,505 ▲1.9%108,1991.1%ETFEMNTPIMCO Enhanced Short Maturity Active ESG ETF$1,498,519$35,698 ▼-2.3%15,1961.1%ETFMETAMeta Platforms$1,337,268$31,077 ▲2.4%2,7541.0%Computer and TechnologyMAMastercard$1,301,988$8,186 ▲0.6%2,7041.0%Business ServicesTSMTaiwan Semiconductor Manufacturing$1,237,441$47,348 ▼-3.7%9,0950.9%Computer and TechnologyAMATApplied Materials$1,195,751$49,290 ▼-4.0%5,7980.9%Computer and TechnologyCHTChunghwa Telecom$1,178,627$43,563 ▲3.8%30,1130.9%UtilitiesSAPSAP$1,044,346$15,992 ▲1.6%5,3550.8%Computer and TechnologyGOOGAlphabet$1,040,608$72,023 ▲7.4%6,8340.8%Computer and TechnologyTMOThermo Fisher Scientific$1,025,474$5,813 ▼-0.6%1,7640.8%MedicalAXPAmerican Express$1,021,830$3,643 ▼-0.4%4,4880.8%FinanceLLYEli Lilly and Company$991,945$3,112 ▼-0.3%1,2750.7%MedicalPGProcter & Gamble$979,063$20,931 ▲2.2%6,0340.7%Consumer StaplesVVisa$974,170$61,670 ▲6.8%3,4910.7%Business ServicesADBEAdobe$891,330$25,236 ▲2.9%1,7660.7%Computer and TechnologyINTUIntuit$848,439$13,003 ▼-1.5%1,3050.6%Computer and TechnologyUNHUnitedHealth Group$845,995$31,663 ▲3.9%1,7100.6%MedicalULUnilever$838,647$16,864 ▲2.1%16,7090.6%Consumer StaplesASMLASML$811,632$58,251 ▼-6.7%8360.6%Computer and TechnologyJNJJohnson & Johnson$808,629$4,587 ▼-0.6%5,1120.6%MedicalSUBiShares Short-Term National Muni Bond ETF$803,507$11,939 ▼-1.5%7,6720.6%ETFTSLATesla$772,832$33,403 ▲4.5%4,3960.6%Auto/Tires/TrucksCSCOCisco Systems$772,125$4,292 ▼-0.6%15,4700.6%Computer and TechnologyCBChubb$738,119$24,103 ▼-3.2%2,8480.5%FinanceINTCIntel$733,575$13,207 ▲1.8%16,6080.5%Computer and TechnologyMRKMerck & Co., Inc.$725,432$19,660 ▼-2.6%5,4980.5%MedicalABBVAbbVie$709,081$4,006 ▼-0.6%3,8940.5%MedicalDHRDanaher$701,832$11,989 ▲1.7%2,8100.5%Multi-Sector ConglomeratesADPAutomatic Data Processing$688,581$6,244 ▲0.9%2,7570.5%Business ServicesTMToyota Motor$675,716$58,134 ▼-7.9%2,6850.5%Auto/Tires/TrucksNOWServiceNow$657,396$12,965 ▼-1.9%8620.5%Computer and TechnologyMDTMedtronic$650,183$22,050 ▲3.5%7,4600.5%MedicalGWWW.W. Grainger$649,159$24,420 ▲3.9%6380.5%Industrial ProductsSYKStryker$647,875$358 ▲0.1%1,8100.5%MedicalBKNGBooking$647,426$43,647 ▲7.2%1780.5%Retail/WholesaleSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$647,321$7,638 ▲1.2%13,6450.5%FinanceITWIllinois Tool Works$638,076$15,831 ▲2.5%2,3780.5%Industrial ProductsNVONovo Nordisk A/S$628,989$104,896 ▼-14.3%4,8990.5%MedicalAVGOBroadcom$626,678$76,844 ▲14.0%4730.5%Computer and TechnologyMUBiShares National Muni Bond ETF$621,408$12,374 ▼-2.0%5,7750.5%ETFETNEaton$601,554$29,077 ▼-4.6%1,9240.4%Industrial ProductsTDToronto-Dominion Bank$599,580$56,094 ▲10.3%9,9300.4%FinanceNFLXNetflix$596,935$17,003 ▲2.9%9830.4%Consumer DiscretionaryTAXFAmerican Century Diversified Municipal Bond ETF$596,841$43,624 ▲7.9%11,8070.4%ETFADIAnalog Devices$594,925$10,087 ▲1.7%3,0080.4%Computer and TechnologyAWKAmerican Water Works$594,268$5,988 ▲1.0%4,8630.4%UtilitiesPLDPrologis$592,930$30,343 ▲5.4%4,5530.4%FinanceBNSBank of Nova Scotia$590,387$34,381 ▲6.2%11,4020.4%FinanceHDHome Depot$564,366$16,114 ▼-2.8%1,4710.4%Retail/WholesaleCRMSalesforce$560,175$69,871 ▲14.3%1,8600.4%Computer and TechnologyPANWPalo Alto Networks$556,031$169,906 ▼-23.4%1,9570.4%Computer and TechnologySNPSSynopsys$549,970$49,737 ▼-8.3%9620.4%Computer and TechnologyIBMInternational Business Machines$546,029$16,616 ▼-3.0%2,8590.4%Computer and TechnologyCIThe Cigna Group$540,954$83,196 ▼-13.3%1,4890.4%MedicalTGTTarget$540,517$19,317 ▼-3.5%3,0500.4%Retail/WholesaleJPMJPMorgan Chase & Co.$539,662$20,032 ▲3.9%2,6940.4%FinanceAMTAmerican Tower$539,567$18,374 ▲3.5%2,7310.4%FinanceORealty Income$531,692$10,874 ▲2.1%9,8280.4%FinanceUPSUnited Parcel Service$526,044$7,581 ▼-1.4%3,5390.4%TransportationCTASCintas$522,958$9,621 ▼-1.8%7610.4%Industrial ProductsORCLOracle$520,465$3,518 ▲0.7%4,1430.4%Computer and TechnologyTTTrane Technologies$516,453$6,005 ▲1.2%1,7200.4%Business ServicesPZAInvesco National AMT-Free Municipal Bond ETF$513,886$5,600 ▲1.1%21,5650.4%ETFLRCXLam Research$509,983$12,628 ▲2.5%5250.4%Computer and TechnologyTXNTexas Instruments$506,282$15,680 ▲3.2%2,9060.4%Computer and TechnologyABTAbbott Laboratories$503,681$1,819 ▼-0.4%4,4310.4%MedicalSPGIS&P Global$503,324$22,550 ▲4.7%1,1830.4%Business ServicesACNAccenture$501,323$22,882 ▲4.8%1,4460.4%Business ServicesDISWalt Disney$494,705$6,118 ▲1.3%4,0430.4%Consumer DiscretionaryECLEcolab$491,065$17,546 ▼-3.4%2,1270.4%Basic MaterialsELVElevance Health$480,443$14,512 ▲3.1%9270.4%MedicalCPCanadian Pacific Kansas City$472,719$18,517 ▲4.1%5,3610.3%TransportationADSKAutodesk$469,223$12,759 ▲2.8%1,8020.3%Computer and TechnologyTRVTravelers Companies$469,046$31,070 ▼-6.2%2,0380.3%FinanceEQIXEquinix$465,530$10,730 ▼-2.3%5640.3%FinanceSBUXStarbucks$462,992$20,380 ▼-4.2%5,0660.3%Retail/WholesaleCNICanadian National Railway$462,358$22,130 ▲5.0%3,5100.3%TransportationNVSNovartis$460,115$21,086 ▼-4.4%4,7570.3%MedicalMKCMcCormick & Company, Incorporated$454,212$61,683 ▲15.7%5,9130.3%Consumer StaplesKMBKimberly-Clark$452,820$26,773 ▲6.3%3,5010.3%Consumer StaplesTFISPDR Nuveen Barclays Municipal Bond ETF$451,718$5,763 ▲1.3%9,7190.3%FinanceAMDAdvanced Micro Devices$450,198$2,708 ▲0.6%2,4940.3%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$443,506$9,706 ▼-2.1%8,4530.3%ETFIBMMiShares iBonds Dec 2024 Term Muni Bond ETF$440,899$7,474 ▼-1.7%16,9900.3%ETFWMWaste Management$436,752$4,903 ▼-1.1%2,0490.3%Business ServicesWDAYWorkday$435,022$40,638 ▲10.3%1,5950.3%Computer and TechnologyCMCSAComcast$433,137$23,451 ▲5.7%9,9920.3%Consumer DiscretionaryCHGXAXS Change Finance ESG ETF$429,859$3,228 ▼-0.7%11,7180.3%ETFLOWLowe's Companies$424,875$78,199 ▼-15.5%1,6680.3%Retail/WholesaleORANOrange$424,695$33,074 ▲8.4%36,0830.3%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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