First Personal Financial Services Top Holdings and 13F Report (2024) About First Personal Financial ServicesInvestment ActivityFirst Personal Financial Services has $472.91 million in total holdings as of September 30, 2024.First Personal Financial Services owns shares of 570 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 1.60% of the portfolio was purchased this quarter.About 2.61% of the portfolio was sold this quarter.This quarter, First Personal Financial Services has purchased 359 new stocks and bought additional shares in 104 stocks.First Personal Financial Services sold shares of 98 stocks and completely divested from 23 stocks this quarter.Largest Holdings Microsoft $17,832,578Accenture $15,603,755Alphabet $14,745,621Waste Management $13,718,131iShares Core S&P 500 ETF $12,496,092 Largest New Holdings this Quarter Dimensional US Core Equity Market ETF $142,130 HoldingTesla $81,106 HoldingNVIDIA $77,121 HoldingSchwab International Equity ETF $62,174 HoldingiShares S&P Small-Cap 600 Value ETF $54,261 Holding Largest Purchases this Quarter iShares 0-3 Month Treasury Bond ETF 11,969 shares (about $1.21M)Microsoft 2,515 shares (about $1.08M)Intel 41,161 shares (about $965.64K)Alibaba Group 6,931 shares (about $735.52K)Black Hills 5,310 shares (about $324.55K) Largest Sales this Quarter Unilever 33,802 shares (about $2.20M)Oracle 7,195 shares (about $1.23M)Berkshire Hathaway 1,135 shares (about $522.40K)Amgen 1,587 shares (about $511.35K)Taiwan Semiconductor Manufacturing 2,378 shares (about $412.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst Personal Financial Services Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$17,832,578$1,082,210 ▲6.5%41,4423.8%Computer and TechnologyACNAccenture$15,603,755$50,194 ▼-0.3%44,1433.3%Computer and TechnologyGOOGLAlphabet$14,745,621$91,881 ▼-0.6%88,9093.1%Computer and TechnologyWMWaste Management$13,718,131$247,873 ▼-1.8%66,0802.9%Business ServicesIVViShares Core S&P 500 ETF$12,496,092$268,218 ▼-2.1%21,6642.6%ETFTMOThermo Fisher Scientific$11,682,487$34,640 ▼-0.3%18,8862.5%MedicalPGProcter & Gamble$11,580,641$34,120 ▲0.3%66,8632.4%Consumer StaplesPSAPublic Storage$11,531,549$90,241 ▼-0.8%31,6912.4%FinanceBMIBadger Meter$11,529,976$233,478 ▼-2.0%52,7912.4%Computer and TechnologyAWKAmerican Water Works$11,335,635$108,364 ▼-0.9%77,5142.4%UtilitiesDEDeere & Company$11,103,719$34,638 ▼-0.3%26,6072.3%Industrial ProductsIJHiShares Core S&P Mid-Cap ETF$10,718,220$174,371 ▼-1.6%171,9872.3%ETFANSSANSYS$10,444,200$145,616 ▼-1.4%32,7782.2%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$10,421,406$123,735 ▼-1.2%97,6152.2%ETFMKCMcCormick & Company, Incorporated$10,261,957$225,501 ▼-2.2%124,6902.2%Consumer StaplesORCLOracle$10,231,453$1,226,023 ▼-10.7%60,0442.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$10,022,900$412,990 ▼-4.0%57,7122.1%Computer and TechnologyNUENucor$9,744,444$224,157 ▼-2.2%64,8162.1%Basic MaterialsEWLiShares MSCI Switzerland ETF$9,707,400$364,388 ▼-3.6%186,3222.1%ETFCLColgate-Palmolive$9,417,071$256,620 ▼-2.7%90,7142.0%Consumer StaplesULUnilever$9,321,486$2,195,775 ▼-19.1%143,4962.0%Consumer StaplesEQIXEquinix$8,473,287$146,458 ▼-1.7%9,5461.8%FinanceWMTWalmart$8,466,425$221,983 ▼-2.6%104,8471.8%Retail/WholesaleAAPLApple$8,207,658$169,391 ▼-2.0%35,2261.7%Computer and TechnologyCOSTCostco Wholesale$7,779,137$333,328 ▼-4.1%8,7751.6%Retail/WholesaleSBUXStarbucks$7,722,276$19,693 ▼-0.3%79,2111.6%Retail/WholesaleJPMJPMorgan Chase & Co.$7,603,701$155,406 ▼-2.0%36,0601.6%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$7,464,089$31,532 ▼-0.4%81,1931.6%ETFVDCVanguard Consumer Staples ETF$7,141,136$152,497 ▼-2.1%32,6861.5%ETFCWISPDR MSCI ACWI ex-US ETF$6,247,980$44,473 ▼-0.7%205,2561.3%ETFKMBKimberly-Clark$6,200,542$205,025 ▲3.4%43,5801.3%Consumer StaplesPEPPepsiCo$5,989,345$4,761 ▼-0.1%35,2211.3%Consumer StaplesDEODiageo$5,651,947$48,137 ▼-0.8%40,2731.2%Consumer StaplesINFYInfosys$5,624,946$69,482 ▼-1.2%252,5801.2%Computer and TechnologyEAElectronic Arts$5,501,317$5,881 ▲0.1%38,3531.2%Consumer DiscretionaryCLXClorox$5,222,283$272,713 ▼-5.0%32,0561.1%Consumer StaplesAMGNAmgen$5,185,004$511,347 ▼-9.0%16,0921.1%MedicalXOMExxon Mobil$5,073,246$87,446 ▲1.8%43,2801.1%Oils/EnergySOSouthern$4,880,813$165,120 ▼-3.3%54,1231.0%UtilitiesVZVerizon Communications$4,090,936$11,227 ▲0.3%91,0920.9%Computer and TechnologyMCDMcDonald's$4,011,839$113,275 ▼-2.7%13,1750.8%Retail/WholesaleTGTTarget$3,729,741$91,802 ▼-2.4%23,9300.8%Retail/WholesaleCSCOCisco Systems$3,615,179$170,623 ▼-4.5%67,9290.8%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$3,604,691$98,866 ▼-2.7%34,6010.8%ETFTIPiShares TIPS Bond ETF$3,458,919$128,808 ▼-3.6%31,3110.7%ETFINTUIntuit$3,329,007$275,710 ▲9.0%5,3610.7%Computer and TechnologyIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$2,964,634$4,996 ▲0.2%55,1870.6%ManufacturingBRK.BBerkshire Hathaway$2,950,267$522,395 ▼-15.0%6,4100.6%FinanceINTCIntel$2,809,722$965,641 ▲52.4%119,7660.6%Computer and TechnologyBRK.ABerkshire Hathaway$2,764,7200.0%40.6%FinanceSONYSony Group$2,749,189$32,255 ▼-1.2%28,4680.6%Consumer DiscretionaryBNDVanguard Total Bond Market ETF$2,614,087$41,161 ▼-1.6%34,8030.6%ETFVNQVanguard Real Estate ETF$2,548,722$53,484 ▼-2.1%26,1620.5%ETFNEMNewmont$2,535,702$89,154 ▼-3.4%47,4410.5%Basic MaterialsBKHBlack Hills$2,452,742$324,547 ▲15.2%40,1300.5%UtilitiesCTSHCognizant Technology Solutions$2,393,365$299,692 ▼-11.1%31,0100.5%Computer and TechnologyFDSFactSet Research Systems$2,296,032$3,219 ▲0.1%4,9930.5%Business ServicesMMM3M$2,252,133$56,047 ▼-2.4%16,4750.5%Multi-Sector ConglomeratesDUKDuke Energy$2,189,473$58,458 ▲2.7%18,9890.5%UtilitiesVVisa$2,015,884$68,736 ▼-3.3%7,3320.4%Business ServicesSGOViShares 0-3 Month Treasury Bond ETF$1,941,345$1,205,497 ▲163.8%19,2750.4%ETFKOCoca-Cola$1,739,012$6,180 ▲0.4%24,2000.4%Consumer StaplesWTRGEssential Utilities$1,730,444$4,397 ▼-0.3%44,8650.4%UtilitiesSPYSPDR S&P 500 ETF Trust$1,522,4580.0%2,6530.3%FinanceIVWiShares S&P 500 Growth ETF$1,511,885$8,809 ▲0.6%15,7900.3%ETFBLKBBlackbaud$1,409,076$289,944 ▲25.9%16,6400.3%Computer and TechnologyGOOGAlphabet$1,402,892$15,716 ▼-1.1%8,3910.3%Computer and TechnologyNEENextEra Energy$1,184,773$12,849 ▼-1.1%14,0160.3%UtilitiesJNJJohnson & Johnson$1,107,194$4,862 ▲0.4%6,8320.2%MedicalVPUVanguard Utilities ETF$1,084,389$8,181 ▲0.8%6,2300.2%ETFCHRWC.H. Robinson Worldwide$1,051,275$8,167 ▼-0.8%9,5250.2%TransportationKHCKraft Heinz$946,215$90,479 ▲10.6%26,9500.2%Consumer StaplesHAEHaemonetics$893,022$25,079 ▲2.9%11,1100.2%MedicalABEVAmbev$856,284$40,626 ▼-4.5%350,9360.2%Consumer StaplesSKMSK Telecom$812,412$62,301 ▼-7.1%34,1780.2%Computer and TechnologyNEANuveen AMT-Free Quality Municipal Income Fund$808,813$45,582 ▼-5.3%67,5700.2%Financial ServicesIBMInternational Business Machines$780,634$28,077 ▲3.7%3,5310.2%Computer and TechnologyBABAAlibaba Group$746,130$735,518 ▲6,931.0%7,0310.2%Retail/WholesaleIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$709,882$18,010 ▼-2.5%13,4800.2%ManufacturingAMZNAmazon.com$698,552$36,148 ▲5.5%3,7490.1%Retail/WholesaleWATWaters$681,2720.0%1,8930.1%MedicalTTTrane Technologies$632,970$5,443 ▲0.9%1,6280.1%ConstructionMCKMcKesson$629,892$34,115 ▼-5.1%1,2740.1%MedicalLABCORP HOLDINGS INC$603,396$5,810 ▼-1.0%2,7000.1%COM SHSCNICanadian National Railway$580,713$23,430 ▲4.2%4,9570.1%TransportationLOWLowe's Companies$543,326$89,922 ▼-14.2%2,0060.1%Retail/WholesaleAOKiShares Core Conservative Allocation ETF$519,890$18,324 ▲3.7%13,4480.1%ETFVIGVanguard Dividend Appreciation ETF$508,619$9,903 ▼-1.9%2,5680.1%ETFPCHPotlatchDeltic$478,4770.0%10,6210.1%ConstructionMARMarriott International$447,4800.0%1,8000.1%Consumer DiscretionaryCVXChevron$427,967$12,076 ▲2.9%2,9060.1%Oils/EnergyNVSNovartis$427,8750.0%3,7200.1%MedicalAXPAmerican Express$406,8000.0%1,5000.1%FinanceMRKMerck & Co., Inc.$401,208$1,022 ▲0.3%3,5330.1%MedicalSUSAiShares MSCI USA ESG Select ETF$399,147$30,093 ▼-7.0%3,3160.1%ETFABTAbbott Laboratories$391,967$21,548 ▼-5.2%3,4380.1%MedicalVVVanguard Large-Cap ETF$377,8220.0%1,4350.1%ETFIYWiShares U.S. Technology ETF$372,7470.0%2,4580.1%ManufacturingHONHoneywell International$356,989$827 ▲0.2%1,7270.1%Multi-Sector ConglomeratesDISWalt Disney$353,114$1,058 ▲0.3%3,6710.1%Consumer DiscretionaryShowing largest 100 holdings. 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