First Business Financial Services Top Holdings and 13F Report (2024) About First Business Financial ServicesFirst Business Financial Services NASDAQ: FBIZ has filed 13-F forms with the SEC as an investor. First Business Financial Services is itself a publicly traded company. For more information on First Business Financial Services stock, visit the First Business Financial Services stock profile here.Investment ActivityFirst Business Financial Services has $1.01 billion in total holdings as of March 31, 2024.First Business Financial Services owns shares of 162 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 4.00% of the portfolio was purchased this quarter.About 2.72% of the portfolio was sold this quarter.This quarter, First Business Financial Services has purchased 159 new stocks and bought additional shares in 61 stocks.First Business Financial Services sold shares of 13 stocks and completely divested from 11 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $254,735,165iShares Core MSCI EAFE ETF $116,951,261iShares Russell 1000 Growth ETF $81,583,788iShares Core S&P Small-Cap ETF $61,459,731iShares Core Dividend Growth ETF $55,482,091 Largest New Holdings this Quarter Arista Networks Inc $6,567,140 HoldingiShares National Muni Bond ETF $4,279,261 HoldingDeere & Company $4,253,948 HoldingLam Research Corporation $2,136,925 HoldingAmeren $994,357 Holding Largest Purchases this Quarter Arista Networks Inc 59,415 shares (about $6.57M)Caterpillar 14,000 shares (about $5.08M)iShares National Muni Bond ETF 40,162 shares (about $4.28M)Deere & Company 10,040 shares (about $4.25M)MGE Energy 38,776 shares (about $3.64M) Largest Sales this Quarter The PNC Financial Services Group 372 shares (about $71.74K)Fidelity National Information Services 313 shares (about $25.28K)Accenture 62 shares (about $21.81K)Walt Disney 167 shares (about $18.60K)SPDR S&P 500 ETF Trust 24 shares (about $14.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst Business Financial Services Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$254,735,165$392,693 ▲0.2%878,97325.2%ETFIEFAiShares Core MSCI EAFE ETF$116,951,261$448,597 ▲0.4%1,664,07611.6%ETFIWFiShares Russell 1000 Growth ETF$81,583,788$18,071 ▲0.0%203,1578.1%ETFIJRiShares Core S&P Small-Cap ETF$61,459,731$432,882 ▲0.7%533,4126.1%ETFDGROiShares Core Dividend Growth ETF$55,482,091$368,408 ▲0.7%904,5015.5%ETFIWDiShares Russell 1000 Value ETF$53,216,544$194,757 ▲0.4%287,4555.3%ETFIJHiShares Core S&P Mid-Cap ETF$47,026,728$316,348 ▲0.7%754,7224.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$40,370,575$518,027 ▲1.3%416,6214.0%FinanceSPYSPDR S&P 500 ETF Trust$25,101,806$14,066 ▼-0.1%42,8302.5%FinanceFBIZFirst Business Financial Services$17,409,114$471,047 ▲2.8%376,0881.7%FinanceAAPLApple$14,706,666$146,245 ▲1.0%58,7281.5%Computer and TechnologyNVDANVIDIA$11,305,741$326,190 ▲3.0%84,1891.1%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$10,402,412$232,155 ▲2.3%206,5201.0%ETFAVGOBroadcom$8,822,208$303,942 ▲3.6%38,0530.9%Computer and TechnologyMSFTMicrosoft$7,817,982$89,780 ▲1.2%18,5480.8%Computer and TechnologyJPMJPMorgan Chase & Co.$7,516,107$107,390 ▲1.4%31,3550.7%FinanceGOOGLAlphabet$7,056,158$157,308 ▲2.3%37,2750.7%Computer and TechnologyArista Networks Inc$6,567,140$6,567,140 ▲New Holding59,4150.6%ComCATCaterpillar$5,320,601$5,078,640 ▲2,099.0%14,6670.5%Industrial ProductsLLYEli Lilly and Company$4,643,580$93,412 ▲2.1%6,0150.5%MedicalMGEEMGE Energy$4,283,073$3,643,393 ▲569.6%45,5840.4%UtilitiesMUBiShares National Muni Bond ETF$4,279,261$4,279,261 ▲New Holding40,1620.4%ETFDEDeere & Company$4,253,948$4,253,948 ▲New Holding10,0400.4%Industrial ProductsMTUMiShares MSCI USA Momentum Factor ETF$4,207,7180.0%20,3350.4%ETFPWRQuanta Services$4,043,544$331,220 ▲8.9%12,7940.4%ConstructionCOSTCostco Wholesale$3,830,009$95,292 ▲2.6%4,1800.4%Retail/WholesaleIVViShares Core S&P 500 ETF$3,457,3180.0%5,8730.3%ETFTMUST-Mobile US$3,273,426$107,496 ▲3.4%14,8300.3%Computer and TechnologySYKStryker$3,206,245$100,094 ▲3.2%8,9050.3%MedicalXLKTechnology Select Sector SPDR Fund$3,089,0280.0%13,2850.3%ETFCSCOCisco Systems$3,084,675$66,718 ▲2.2%52,1060.3%Computer and TechnologyCORCencora$3,052,278$74,144 ▲2.5%13,5850.3%MedicalXOMExxon Mobil$2,973,880$377,678 ▲14.5%27,6460.3%Oils/EnergyCCitigroup$2,956,310$185,689 ▲6.7%41,9990.3%FinanceADIAnalog Devices$2,809,571$86,471 ▲3.2%13,2240.3%Computer and TechnologyBACBank of America$2,678,621$75,374 ▲2.9%60,9470.3%FinanceEQIXEquinix$2,648,578$90,517 ▲3.5%2,8090.3%FinanceRSGRepublic Services$2,556,595$43,053 ▲1.7%12,7080.3%Business ServicesGDGeneral Dynamics$2,522,653$877,422 ▲53.3%9,5740.2%AerospaceCTVACorteva$2,395,965$97,629 ▲4.2%42,0640.2%Consumer StaplesTXNTexas Instruments$2,370,501$91,130 ▲4.0%12,6420.2%Computer and TechnologyTJXTJX Companies$2,363,164$9,423 ▲0.4%19,5610.2%Retail/WholesaleXLEEnergy Select Sector SPDR Fund$2,334,4060.0%27,2520.2%ETFICEIntercontinental Exchange$2,327,536$68,098 ▲3.0%15,6200.2%FinanceEAElectronic Arts$2,324,122$87,780 ▲3.9%15,8860.2%Consumer DiscretionaryUNHUnitedHealth Group$2,244,501$33,893 ▲1.5%4,4370.2%MedicalDISWalt Disney$2,203,728$18,595 ▼-0.8%19,7910.2%Consumer DiscretionaryPRUPrudential Financial$2,196,124$135,361 ▲6.6%18,5280.2%FinanceLOWLowe's Companies$2,172,334$9,378 ▲0.4%8,8020.2%Retail/WholesaleLam Research Corporation$2,136,925$2,136,925 ▲New Holding29,5850.2%ComDRIDarden Restaurants$2,099,702$68,889 ▲3.4%11,2470.2%Retail/WholesaleCSXCSX$1,931,037$12,779 ▼-0.7%59,8400.2%TransportationEXPEExpedia Group$1,929,447$77,327 ▲4.2%10,3550.2%Retail/WholesaleIQVIQVIA$1,926,977$49,717 ▲2.6%9,8060.2%MedicalCIENCiena$1,906,020$94,394 ▲5.2%22,4740.2%Computer and TechnologyAMZNAmazon.com$1,898,6010.0%8,6540.2%Retail/WholesaleXLIIndustrial Select Sector SPDR Fund$1,846,3530.0%14,0130.2%ETFIWBiShares Russell 1000 ETF$1,797,0080.0%5,5780.2%ETFNEENextEra Energy$1,768,879$26,310 ▲1.5%24,6740.2%UtilitiesHLTHilton Worldwide$1,752,364$64,014 ▲3.8%7,0900.2%Consumer DiscretionaryLULULululemon Athletica$1,611,858$55,449 ▲3.6%4,2150.2%Consumer DiscretionaryKRKroger$1,569,598$44,823 ▲2.9%25,6680.2%Retail/WholesaleQCOMQUALCOMM$1,562,623$58,529 ▲3.9%10,1720.2%Computer and TechnologySLBSchlumberger$1,539,504$237,095 ▲18.2%40,1540.2%Oils/EnergyKOCoca-Cola$1,490,816$37,979 ▲2.6%23,9450.1%Consumer StaplesACNAccenture$1,465,909$21,811 ▼-1.5%4,1670.1%Computer and TechnologyGOOGAlphabet$1,423,7290.0%7,4760.1%Computer and TechnologyEOGEOG Resources$1,422,541$55,529 ▲4.1%11,6050.1%Oils/EnergyTMOThermo Fisher Scientific$1,383,292$51,503 ▲3.9%2,6590.1%MedicalGLDSPDR Gold Shares$1,331,7150.0%5,5000.1%FinanceABBVAbbVie$1,316,579$73,745 ▲5.9%7,4090.1%MedicalIWMiShares Russell 2000 ETF$1,308,7460.0%5,9230.1%FinanceADBEAdobe$1,272,674$15,119 ▲1.2%2,8620.1%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$1,267,8020.0%5,6510.1%FinancePMPhilip Morris International$1,262,110$6,017 ▼-0.5%10,4870.1%Consumer StaplesPGProcter & Gamble$1,255,6990.0%7,4900.1%Consumer StaplesVBVanguard Small-Cap ETF$1,232,3960.0%5,1290.1%ETFXLFFinancial Select Sector SPDR Fund$1,164,5110.0%24,0950.1%ETFAEEAmeren$994,357$994,357 ▲New Holding11,1550.1%UtilitiesVOXVanguard Communication Services ETF$960,7520.0%6,2000.1%ETFMRKMerck & Co., Inc.$941,976$57,102 ▲6.5%9,4690.1%MedicalLNTAlliant Energy$923,412$709,680 ▲332.0%15,6140.1%UtilitiesIWOiShares Russell 2000 Growth ETF$901,4520.0%3,1320.1%ETFNULVNuveen ESG Large-Cap Value ETF$852,479$1,614 ▼-0.2%21,6530.1%ETFBlackrock Inc New$850,841$850,841 ▲New Holding8300.1%ComITWIllinois Tool Works$844,6080.0%3,3310.1%Industrial ProductsTDGTransDigm Group$826,2670.0%6520.1%AerospacePEPPepsiCo$822,3400.0%5,4080.1%Consumer StaplesCVXChevron$815,304$73,579 ▲9.9%5,6290.1%Oils/EnergyMDLZMondelez International$780,0740.0%13,0600.1%Consumer StaplesBRK.BBerkshire Hathaway$773,2960.0%1,7060.1%FinanceUSMViShares MSCI USA Min Vol Factor ETF$771,9400.0%8,6940.1%ETFJNJJohnson & Johnson$769,9570.0%5,3240.1%MedicalIWNiShares Russell 2000 Value ETF$755,8390.0%4,6040.1%ETFPalantir Technologies Inc$755,6190.0%9,9910.1%ComVOVanguard Mid-Cap ETF$748,0160.0%2,8320.1%ETFATIATI$740,5630.0%13,4550.1%Basic MaterialsWMTWalmart$727,8600.0%8,0560.1%Retail/WholesaleTTEKTetra Tech$699,3910.0%17,5550.1%Industrial ProductsETNEaton$684,3160.0%2,0620.1%Industrial ProductsShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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