First Personal Financial Services Incresed Positions in Q3 2024

First Personal Financial Services

  • $472 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
12K
+ 163.82%
$100.3 - $100.74 $1.2M - $1.21M
19.3K $1.94M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
6.93K
+ 6931.0%
$72.18 - $107.33 $500K - $744K
7.03K $746K
PG
Procter & Gamble CO

Consumer Defensive
197
+ 0.3%
$160.76 - $177.82 $31.7K - $35K
66.9K $11.6M
BKH
Black Hills Corp

Utilities
5.31K
+ 15.25%
$53.42 - $61.53 $284K - $327K
40.1K $2.45M
MSFT
Microsoft Corp

Technology
2.52K
+ 6.46%
$395.15 - $467.56 $994K - $1.18M
41.4K $17.8M
BLKB
Blackbaud Inc

Technology
3.42K
+ 25.91%
$74.5 - $85.69 $255K - $293K
16.6K $1.41M
KMB
Kimberly Clark Corp

Consumer Defensive
1.44K
+ 3.42%
$135.05 - $148.35 $195K - $214K
43.6K $6.2M
INTC
Intel Corp

Technology
41.2K
+ 52.36%
$18.9 - $34.87 $778K - $1.44M
120K $2.81M
VZ
Verizon Communications Inc

Communication Services
250
+ 0.28%
$38.89 - $45.0 $9.72K - $11.3K
91.1K $4.09M
DUK
Duke Energy Corp

Utilities
507
+ 2.74%
$99.35 - $117.71 $50.4K - $59.7K
19K $2.19M
SNPS
Synopsys Inc

Technology
500
+ 384.62%
$463.97 - $621.3 $232K - $311K
630 $318K
KO
Coca Cola CO

Consumer Defensive
86
+ 0.36%
$62.69 - $73.01 $5.39K - $6.28K
24.2K $1.74M
IBM
International Business Machines Corp

Technology
127
+ 3.73%
$175.1 - $223.38 $22.2K - $28.4K
3.53K $780K
XOM
Exxon Mobil Corp

Energy
746
+ 1.75%
$109.72 - $119.0 $81.9K - $88.8K
43.3K $5.07M
VPU
Vanguard Utilities ETF

ETFs
47
+ 0.76%
$146.64 - $174.54 $6.89K - $8.2K
6.23K $1.08M
EA
Electronic Arts Inc.

Communication Services
41
+ 0.11%
$137.32 - $151.82 $5.63K - $6.22K
38.4K $5.5M
KHC
Kraft Heinz CO

Consumer Defensive
2.58K
+ 10.57%
$31.86 - $36.13 $82.1K - $93.1K
27K $945K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
93
+ 0.17%
$50.85 - $53.88 $4.73K - $5.01K
55.2K $2.96M
JNJ
Johnson & Johnson

Healthcare
30
+ 0.44%
$145.48 - $167.38 $4.36K - $5.02K
6.83K $1.11M
VEA
Vanguard Ftse Developed Market

ETFs
1.92K
+ 3483.64%
$47.6 - $53.31 $91.2K - $102K
1.97K $104K
TT
Trane Technologies PLC

Industrials
14
+ 0.87%
$314.21 - $388.71 $4.4K - $5.44K
1.63K $632K
INTU
Intuit Inc

Technology
444
+ 9.03%
$602.97 - $670.49 $268K - $298K
5.36K $3.33M
AVGO
Broadcom Inc.

Technology
852
+ 2242.11%
$136.27 - $1745.86 $116K - $1.49M
890 $153K
IVW
Ishares S&P 500 Growth ETF

ETFs
92
+ 0.59%
$84.77 - $97.13 $7.8K - $8.94K
15.8K $1.51M
PGR
Progressive Corp

Financial Services
3
+ 0.27%
$209.46 - $259.24 $628 - $778
1.1K $278K
LLY
Eli Lilly & CO

Healthcare
60
+ 24.9%
$772.14 - $960.02 $46.3K - $57.6K
301 $266K
XLE
Energy Sector Spdr

ETFs
538
+ 2445.45%
$84.35 - $93.39 $45.4K - $50.2K
560 $49K
UNH
Unitedhealth Group Inc

Healthcare
10
+ 1.89%
$488.01 - $604.18 $4.88K - $6.04K
540 $315K
AOK
Ishares Tr Core Conservative A

ETFs
474
+ 3.65%
$36.8 - $38.71 $17.4K - $18.3K
13.4K $519K
BX
Blackstone Inc.

Financial Services
2
+ 0.17%
$120.77 - $159.66 $242 - $319
1.2K $184K
LMT
Lockheed Martin Corp

Industrials
11
+ 5.67%
$460.3 - $584.56 $5.06K - $6.43K
205 $119K
RTX
Raytheon Technologies Corp

Industrials
3
+ 0.25%
$99.55 - $123.34 $299 - $370
1.2K $145K
UNP
Union Pacific Corp

Industrials
1
+ 0.08%
$221.78 - $256.09 $222 - $256
1.24K $304K
T
At&T Inc.

Communication Services
45
+ 0.53%
$18.21 - $22.28 $819 - $1K
8.49K $186K
UBER
Uber Technologies, Inc

Technology
305
+ 6100.0%
$58.48 - $77.47 $17.8K - $23.6K
310 $23K
MAA
Mid America Apartment Communities Inc.

Real Estate
1
+ 0.07%
$138.8 - $166.65 $139 - $167
1.34K $212K
ADP
Automatic Data Processing Inc

Industrials
57
+ 42.22%
$233.44 - $279.45 $13.3K - $15.9K
192 $53K
META
Meta Platforms, Inc.

Communication Services
9
+ 4.11%
$453.41 - $572.44 $4.08K - $5.15K
228 $130K
ROP
Roper Technologies Inc

Industrials
40
+ 10.81%
$515.25 - $576.55 $20.6K - $23.1K
410 $228K
CNI
Canadian National Railway CO

Industrials
200
+ 4.2%
$110.1 - $123.65 $22K - $24.7K
4.96K $580K
PPL
Ppl Corp

Utilities
3
+ 0.09%
$27.36 - $33.08 $82.1 - $99.2
3.34K $110K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
205
+ 51.25%
$58.35 - $66.29 $12K - $13.6K
605 $40K
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.16%
$163.84 - $199.33 $164 - $199
639 $126K
IWD
Ishares Russell 1000 Val ETF

ETFs
18
+ 2.43%
$173.36 - $189.8 $3.12K - $3.42K
760 $144K
ISRG
Intuitive Surgical Inc

Healthcare
1
+ 0.31%
$416.14 - $494.01 $416 - $494
325 $159K
EMR
Emerson Electric CO

Industrials
155
+ 7.07%
$98.19 - $118.87 $15.2K - $18.4K
2.35K $256K
BMY
Bristol Myers Squibb CO

Healthcare
159
+ 32.12%
$39.66 - $51.75 $6.31K - $8.23K
654 $33K
KR
Kroger CO

Consumer Defensive
3
+ 0.2%
$50.43 - $57.3 $151 - $172
1.5K $86K
SHEL
Shell PLC

Energy
215
+ 38.39%
$65.65 - $73.28 $14.1K - $15.8K
775 $51K
Activity Summary
Buys All Purchases 338 New Holdings 234 Increased Positions 104 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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