 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| SAMG |
+4,000 | +$63 | | SCHV |
+462 | +$35 | | MTUM |
+146 | +$27 | | GS |
+60 | +$25 | | STE |
+112 | +$25 | | VUG |
+60 | +$21 | | VTV |
+119 | +$19 | | MBB |
+179 | +$17 | | SPHQ |
+264 | +$16 | | IMTM |
+371 | +$15 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| IYY |
-1,180 | -$138 | | BAB |
-4,200 | -$113 | | TSLA |
-450 | -$112 | | AGG |
-1,014 | -$101 | | IYR |
-1,021 | -$93 | | USB |
-1,750 | -$76 | | EFA |
-1,000 | -$75 | | FTRE |
-1,823 | -$64 | | SLB |
-1,103 | -$57 | | GWW |
-65 | -$54 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| IJH |
+139,735 | +$707 | | WMT |
+71,857 | +$778 | | SO |
+26,092 | +$1,916 | | BKH |
+20,336 | +$1,112 | | EWL |
+10,365 | +$373 | | INFY |
+9,441 | +$60 | | CWI |
+7,715 | +$488 | | KHC |
+7,613 | +$280 | | SONY |
+7,585 | +$457 | | DUK |
+7,464 | +$719 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| ORLA |
-37,815 | -$123 | | BMI |
-6,352 | -$577 | | CL |
-4,883 | +$576 | | IGIB |
-4,363 | -$249 | | KO |
-4,158 | -$190 | | CSCO |
-3,813 | -$238 | | UL |
-3,683 | +$127 | | SCHG |
-2,680 | +$138 | | CCJ |
-2,425 | -$104 |
Size ($ in 1000's)
At 03/31/2024: $431,098
At 12/31/2023: $411,002
First Personal Financial Services holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from First Personal Financial Services 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, we find all stocks held by First Personal Financial Services to be as follows, presented in the
table below with each row detailing each First Personal Financial Services position, ordered by largest to smallest position size.
The all-stocks-held-by-First Personal Financial Services table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by First Personal Financial Services as of the latest filing.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ACCENTURE PLC IRELAND |
44,181 |
-506 |
$15,313 | | ACN | 44,181 | -506 | $15,313 | | MICROSOFT CORP |
34,461 |
-1,199 |
$14,499 | | MSFT | 34,461 | -1,199 | $14,499 | | WASTE MGMT INC DEL |
66,814 |
-2,054 |
$14,241 | | WM | 66,814 | -2,054 | $14,241 | | ALPHABET INC |
93,409 |
-888 |
$14,098 | | GOOGL | 93,409 | -888 | $14,098 | | NUCOR CORP |
66,259 |
-1,714 |
$13,113 | | NUE | 66,259 | -1,714 | $13,113 | | ISHARES TR (IVV) |
22,390 |
+650 |
$11,771 | | IVV | 22,390 | +650 | $11,771 | | ANSYS INC |
33,338 |
-381 |
$11,574 | | ANSS | 33,338 | -381 | $11,574 | | THERMO FISHER SCIENTIFIC INC |
19,000 |
-347 |
$11,043 | | TMO | 19,000 | -347 | $11,043 | | PROCTER AND GAMBLE CO |
66,794 |
-817 |
$10,837 | | PG | 66,794 | -817 | $10,837 | | DEERE & CO |
26,111 |
-235 |
$10,725 | | DE | 26,111 | -235 | $10,725 | | ISHARES TR (IJH) |
175,688 |
+139,735 |
$10,671 | | IJH | 175,688 | +139,735 | $10,671 | | PROSHARES TR (NOBL) |
96,586 |
-387 |
$9,795 | | NOBL | 96,586 | -387 | $9,795 | | PUBLIC STORAGE |
31,732 |
+1,118 |
$9,204 | | PSA | 31,732 | +1,118 | $9,204 | | AMERICAN WTR WKS CO INC NEW |
74,690 |
+1,575 |
$9,128 | | AWK | 74,690 | +1,575 | $9,128 | | ISHARES INC (EWL) |
190,076 |
+10,365 |
$9,048 | | EWL | 190,076 | +10,365 | $9,048 | | UNILEVER PLC |
179,069 |
-3,683 |
$8,987 | | UL | 179,069 | -3,683 | $8,987 | | BADGER METER INC |
54,261 |
-6,352 |
$8,780 | | BMI | 54,261 | -6,352 | $8,780 | | ORACLE CORP |
67,630 |
-681 |
$8,495 | | ORCL | 67,630 | -681 | $8,495 | | COLGATE PALMOLIVE CO |
93,301 |
-4,883 |
$8,402 | | CL | 93,301 | -4,883 | $8,402 | | MCCORMICK & CO INC |
109,126 |
+3,022 |
$8,382 | | MKC | 109,126 | +3,022 | $8,382 | | TAIWAN SEMICONDUCTOR MFG LTD |
60,326 |
-2,036 |
$8,207 | | TSM | 60,326 | -2,036 | $8,207 | | EQUINIX INC |
9,430 |
+72 |
$7,783 | | EQIX | 9,430 | +72 | $7,783 | | COSTCO WHSL CORP NEW |
10,432 |
-334 |
$7,643 | | COST | 10,432 | -334 | $7,643 | | ISHARES TR (IJK) |
81,470 |
-1,990 |
$7,434 | | IJK | 81,470 | -1,990 | $7,434 | | JPMORGAN CHASE & CO |
36,954 |
-302 |
$7,402 | | JPM | 36,954 | -302 | $7,402 | | STARBUCKS CORP |
78,893 |
+1,885 |
$7,210 | | SBUX | 78,893 | +1,885 | $7,210 | | VANGUARD WORLD FD (VDC) |
33,155 |
+166 |
$6,768 | | VDC | 33,155 | +166 | $6,768 | | WALMART INC |
108,229 |
+71,857 |
$6,512 | | WMT | 108,229 | +71,857 | $6,512 | | APPLE INC |
36,349 |
-100 |
$6,233 | | AAPL | 36,349 | -100 | $6,233 | | PEPSICO INC |
35,163 |
+549 |
$6,154 | | PEP | 35,163 | +549 | $6,154 | | DIAGEO PLC |
39,690 |
-403 |
$5,904 | | DEO | 39,690 | -403 | $5,904 | | SPDR INDEX SHS FDS (CWI) |
204,952 |
+7,715 |
$5,821 | | CWI | 204,952 | +7,715 | $5,821 | | KIMBERLY CLARK CORP |
40,703 |
+128 |
$5,265 | | KMB | 40,703 | +128 | $5,265 | | ELECTRONIC ARTS INC |
39,496 |
+182 |
$5,240 | | EA | 39,496 | +182 | $5,240 | | AMGEN INC |
17,699 |
-740 |
$5,032 | | AMGN | 17,699 | -740 | $5,032 | | CLOROX CO DEL |
32,307 |
-83 |
$4,947 | | CLX | 32,307 | -83 | $4,947 | | EXXON MOBIL CORP |
42,107 |
+74 |
$4,895 | | XOM | 42,107 | +74 | $4,895 | | INFOSYS LTD |
252,053 |
+9,441 |
$4,519 | | INFY | 252,053 | +9,441 | $4,519 | | TARGET CORP |
24,592 |
-1,054 |
$4,358 | | TGT | 24,592 | -1,054 | $4,358 | | MCDONALDS CORP |
13,867 |
-827 |
$3,910 | | MCD | 13,867 | -827 | $3,910 | | SOUTHERN CO |
53,868 |
+26,092 |
$3,864 | | SO | 53,868 | +26,092 | $3,864 | | VERIZON COMMUNICATIONS INC |
90,180 |
+5,686 |
$3,784 | | VZ | 90,180 | +5,686 | $3,784 | | CISCO SYS INC |
75,034 |
-3,813 |
$3,745 | | CSCO | 75,034 | -3,813 | $3,745 | | ISHARES TR (TIP) |
32,601 |
-561 |
$3,502 | | TIP | 32,601 | -561 | $3,502 | | SCHWAB STRATEGIC TR |
36,895 |
-2,680 |
$3,421 | | SCHG | 36,895 | -2,680 | $3,421 | | INTUIT |
4,905 |
-167 |
$3,188 | | INTU | 4,905 | -167 | $3,188 | | ISHARES TR (IGIB) |
55,601 |
-4,363 |
$2,869 | | IGIB | 55,601 | -4,363 | $2,869 | | INTEL CORP |
62,197 |
-2,240 |
$2,747 | | INTC | 62,197 | -2,240 | $2,747 | | VANGUARD BD INDEX FDS (BND) |
35,259 |
-1,099 |
$2,561 | | BND | 35,259 | -1,099 | $2,561 | | COGNIZANT TECHNOLOGY SOLUTIO |
34,698 |
-2,116 |
$2,543 | | CTSH | 34,698 | -2,116 | $2,543 | | SONY GROUP CORP |
29,105 |
+7,585 |
$2,495 | | SONY | 29,105 | +7,585 | $2,495 |  BERKSHIRE HATHAWAY INC DEL |
|
|
$2,378 | | BRK.B | 5,654 | -258 | $2,378 | | VANGUARD INDEX FDS (VNQ) |
27,009 |
-683 |
$2,336 | | VNQ | 27,009 | -683 | $2,336 | | FACTSET RESH SYS INC |
4,986 |
UNCH |
$2,266 | | FDS | 4,986 | UNCH | $2,266 | | VISA INC |
7,655 |
UNCH |
$2,136 | | V | 7,655 | UNCH | $2,136 | | 3M CO |
16,885 |
-487 |
$1,791 | | MMM | 16,885 | -487 | $1,791 | | NEWMONT CORP |
46,774 |
+1,354 |
$1,676 | | NEM | 46,774 | +1,354 | $1,676 | | ESSENTIAL UTILS INC |
43,674 |
+478 |
$1,618 | | WTRG | 43,674 | +478 | $1,618 | | COCA COLA CO |
24,470 |
-4,158 |
$1,497 | | KO | 24,470 | -4,158 | $1,497 | | DUKE ENERGY CORP NEW |
15,344 |
+7,464 |
$1,484 | | DUK | 15,344 | +7,464 | $1,484 | | ALPHABET INC |
9,125 |
-110 |
$1,389 | | GOOG | 9,125 | -110 | $1,389 | | SPDR S&P 500 ETF TR (SPY) |
2,646 |
-799 |
$1,384 | | SPY | 2,646 | -799 | $1,384 | | ISHARES TR (IVW) |
15,697 |
-277 |
$1,325 | | IVW | 15,697 | -277 | $1,325 | | BLACK HILLS CORP |
23,571 |
+20,336 |
$1,287 | | BKH | 23,571 | +20,336 | $1,287 | | NEXTERA ENERGY INC |
14,513 |
-117 |
$928 | | NEE | 14,513 | -117 | $928 | | AMBEV SA |
364,751 |
-224 |
$905 | | ABEV | 364,751 | -224 | $905 | | VANGUARD WORLD FD (VPU) |
6,303 |
-255 |
$899 | | VPU | 6,303 | -255 | $899 | | HAEMONETICS CORP MASS |
10,223 |
-360 |
$873 | | HAE | 10,223 | -360 | $873 | | MCKESSON CORP |
1,514 |
+23 |
$813 | | MCK | 1,514 | +23 | $813 | | SK TELECOM LTD |
37,393 |
-794 |
$806 | | SKM | 37,393 | -794 | $806 | | C H ROBINSON WORLDWIDE INC |
9,599 |
-259 |
$731 | | CHRW | 9,599 | -259 | $731 | | NUVEEN AMT FREE QLTY MUN INC |
64,243 |
+1,335 |
$711 | | NEA | 64,243 | +1,335 | $711 | | ISHARES TR (IGSB) |
13,462 |
+85 |
$690 | | IGSB | 13,462 | +85 | $690 | | JOHNSON & JOHNSON |
4,202 |
-143 |
$665 | | JNJ | 4,202 | -143 | $665 | | WATERS CORP |
1,908 |
-20 |
$657 | | WAT | 1,908 | -20 | $657 | | INTERNATIONAL BUSINESS MACHS |
3,429 |
-75 |
$655 | | IBM | 3,429 | -75 | $655 | | AMAZON COM INC |
3,595 |
-520 |
$648 | | AMZN | 3,595 | -520 | $648 | | CANADIAN NATL RY CO |
4,757 |
UNCH |
$627 | | CNI | 4,757 | UNCH | $627 | | KRAFT HEINZ CO |
16,512 |
+7,613 |
$609 | | KHC | 16,512 | +7,613 | $609 | | LABORATORY CORP AMER HLDGS |
2,726 |
-50 |
$596 | | LH | 2,726 | -50 | $596 | | LOWES COS INC |
2,338 |
-50 |
$596 | | LOW | 2,338 | -50 | $596 | | POTLATCHDELTIC CORPORATION |
10,680 |
UNCH |
$502 | | PCH | 10,680 | UNCH | $502 | | ISHARES TR (AOK) |
13,385 |
+181 |
$493 | | AOK | 13,385 | +181 | $493 | | VANGUARD SPECIALIZED FUNDS (VIG) |
2,618 |
UNCH |
$478 | | VIG | 2,618 | UNCH | $478 | | TRANE TECHNOLOGIES PLC |
1,589 |
+665 |
$477 | | TT | 1,589 | +665 | $477 | | MERCK & CO INC |
3,593 |
-221 |
$474 | | MRK | 3,593 | -221 | $474 | | DISNEY WALT CO |
3,795 |
-866 |
$464 | | DIS | 3,795 | -866 | $464 | | MARRIOTT INTL INC NEW |
1,800 |
-100 |
$454 | | MAR | 1,800 | -100 | $454 | | CHEVRON CORP NEW |
2,824 |
+10 |
$445 | | CVX | 2,824 | +10 | $445 | | ABBOTT LABS |
3,727 |
-133 |
$424 | | ABT | 3,727 | -133 | $424 | | ISHARES TR (SUSA) |
3,566 |
-140 |
$389 | | SUSA | 3,566 | -140 | $389 | | AMERICAN EXPRESS CO |
1,694 |
-200 |
$386 | | AXP | 1,694 | -200 | $386 | | ADOBE INC |
733 |
-34 |
$370 | | ADBE | 733 | -34 | $370 | | NOVARTIS AG |
3,720 |
UNCH |
$360 | | NVS | 3,720 | UNCH | $360 | | ROYAL BK CDA |
3,547 |
-250 |
$358 | | RY | 3,547 | -250 | $358 | | HONEYWELL INTL INC |
1,723 |
UNCH |
$354 | | HON | 1,723 | UNCH | $354 | | ISHARES TR (IWR) |
4,144 |
-68 |
$348 | | IWR | 4,144 | -68 | $348 | | VANGUARD INDEX FDS (VV) |
1,435 |
-165 |
$344 | | VV | 1,435 | -165 | $344 | | NATIONAL PRESTO INDS INC |
3,765 |
-65 |
$316 | | NPK | 3,765 | -65 | $316 | | UNION PAC CORP |
1,237 |
UNCH |
$304 | | UNP | 1,237 | UNCH | $304 | | AUTOZONE INC |
95 |
UNCH |
$299 | | AZO | 95 | UNCH | $299 | | VANGUARD BD INDEX FDS (BIV) |
3,951 |
UNCH |
$298 | | BIV | 3,951 | UNCH | $298 | | OREILLY AUTOMOTIVE INC |
250 |
-100 |
$282 | | ORLY | 250 | -100 | $282 | | UNITEDHEALTH GROUP INC |
530 |
-66 |
$262 | | UNH | 530 | -66 | $262 | | INVESCO EXCH TRADED FD TR II (SPHD) |
5,765 |
UNCH |
$256 | | SPHD | 5,765 | UNCH | $256 | | EMERSON ELEC CO |
2,191 |
-358 |
$249 | | EMR | 2,191 | -358 | $249 | | WELLS FARGO CO NEW |
4,294 |
+881 |
$249 | | WFC | 4,294 | +881 | $249 | | MASCO CORP |
3,050 |
UNCH |
$241 | | MAS | 3,050 | UNCH | $241 | | VANGUARD WORLD FD (VDE) |
1,780 |
UNCH |
$234 | | VDE | 1,780 | UNCH | $234 | | CONOCOPHILLIPS |
1,826 |
UNCH |
$232 | | COP | 1,826 | UNCH | $232 | | FREEPORT MCMORAN INC |
4,827 |
-91 |
$227 | | FCX | 4,827 | -91 | $227 | | PROGRESSIVE CORP |
1,096 |
-155 |
$227 | | PGR | 1,096 | -155 | $227 | | CSX CORP |
5,952 |
-3 |
$221 | | CSX | 5,952 | -3 | $221 | | ROPER TECHNOLOGIES INC |
370 |
UNCH |
$208 | | ROP | 370 | UNCH | $208 | | QUALCOMM INC |
1,198 |
-70 |
$203 | | QCOM | 1,198 | -70 | $203 | | CATERPILLAR INC |
533 |
UNCH |
$195 | | CAT | 533 | UNCH | $195 | | PNC FINL SVCS GROUP INC |
1,185 |
UNCH |
$191 | | PNC | 1,185 | UNCH | $191 | | VANGUARD INDEX FDS (VTI) |
732 |
-268 |
$190 | | VTI | 732 | -268 | $190 | | ELI LILLY & CO |
241 |
-50 |
$187 | | LLY | 241 | -50 | $187 | | ISHARES TR (IWF) |
536 |
+171 |
$181 | | IWF | 536 | +171 | $181 | | MEDTRONIC PLC |
2,043 |
-175 |
$178 | | MDT | 2,043 | -175 | $178 | | MID AMER APT CMNTYS INC |
1,338 |
UNCH |
$176 | | MAA | 1,338 | UNCH | $176 | | ROCKWELL AUTOMATION INC |
600 |
UNCH |
$175 | | ROK | 600 | UNCH | $175 | | CONSOLIDATED EDISON INC |
1,884 |
UNCH |
$171 | | ED | 1,884 | UNCH | $171 | | GENERAL DYNAMICS CORP |
600 |
UNCH |
$169 | | GD | 600 | UNCH | $169 | | HOST HOTELS & RESORTS INC |
8,183 |
UNCH |
$169 | | HST | 8,183 | UNCH | $169 | | SERVICENOW INC |
215 |
UNCH |
$164 | | NOW | 215 | UNCH | $164 | | PPG INDS INC |
1,125 |
UNCH |
$163 | | PPG | 1,125 | UNCH | $163 | | DUPONT DE NEMOURS INC |
2,103 |
UNCH |
$161 | | DD | 2,103 | UNCH | $161 | | BLACKSTONE INC |
1,200 |
UNCH |
$158 | | BX | 1,200 | UNCH | $158 | | AMERIPRISE FINL INC |
358 |
UNCH |
$157 | | AMP | 358 | UNCH | $157 | | INVESCO EXCH TRADED FD TR II (XMLV) |
2,765 |
UNCH |
$156 | | XMLV | 2,765 | UNCH | $156 | | FORD MTR CO DEL |
11,625 |
UNCH |
$154 | | F | 11,625 | UNCH | $154 | | NATIONAL HEALTH INVS INC |
2,325 |
UNCH |
$146 | | NHI | 2,325 | UNCH | $146 | | AT&T INC |
8,268 |
+124 |
$146 | | T | 8,268 | +124 | $146 | | EASTMAN CHEM CO |
1,446 |
UNCH |
$145 | | EMN | 1,446 | UNCH | $145 | | DOW INC |
2,394 |
-48 |
$139 | | DOW | 2,394 | -48 | $139 | | ISHARES TR (ITOT) |
1,189 |
UNCH |
$137 | | ITOT | 1,189 | UNCH | $137 | | SCHWAB STRATEGIC TR |
1,677 |
UNCH |
$135 | | SCHD | 1,677 | UNCH | $135 | | ISHARES TR (IWD) |
742 |
UNCH |
$133 | | IWD | 742 | UNCH | $133 | | INTUITIVE SURGICAL INC |
324 |
UNCH |
$129 | | ISRG | 324 | UNCH | $129 | | BLACKROCK INC |
152 |
UNCH |
$127 | | BLK | 152 | UNCH | $127 | | INVESCO EXCH TRADED FD TR II (SPLV) |
1,935 |
UNCH |
$127 | | SPLV | 1,935 | UNCH | $127 | | INVESCO EXCH TRADED FD TR II (XSLV) |
2,833 |
UNCH |
$125 | | XSLV | 2,833 | UNCH | $125 | | CELSIUS HLDGS INC |
1,500 |
UNCH |
$124 | | CELH | 1,500 | UNCH | $124 | | RTX CORPORATION |
1,195 |
-50 |
$117 | | RTX | 1,195 | -50 | $117 | | ABBVIE INC |
638 |
-271 |
$116 | | ABBV | 638 | -271 | $116 | | META PLATFORMS INC |
227 |
-6 |
$110 | | META | 227 | -6 | $110 | | L3HARRIS TECHNOLOGIES INC |
510 |
UNCH |
$109 | | LHX | 510 | UNCH | $109 | | SPX TECHNOLOGIES INC |
856 |
UNCH |
$105 | | SPXC | 856 | UNCH | $105 | | VANGUARD WORLD FD (MGV) |
864 |
UNCH |
$103 | | MGV | 864 | UNCH | $103 | | VANGUARD INDEX FDS (VO) |
413 |
-156 |
$103 | | VO | 413 | -156 | $103 | | MOLSON COORS BEVERAGE CO |
1,521 |
-60 |
$102 | | TAP | 1,521 | -60 | $102 | | VANGUARD WORLD FD (VHT) |
356 |
UNCH |
$96 | | VHT | 356 | UNCH | $96 | | ATMOS ENERGY CORP |
790 |
UNCH |
$94 | | ATO | 790 | UNCH | $94 | | PPL CORP |
3,339 |
-145 |
$92 | | PPL | 3,339 | -145 | $92 | | INVESCO EXCHANGE TRADED FD T (PRF) |
2,400 |
UNCH |
$92 | | PRF | 2,400 | UNCH | $92 | | ADVANCED MICRO DEVICES INC |
500 |
UNCH |
$90 | | AMD | 500 | UNCH | $90 | | STRYKER CORPORATION |
250 |
-50 |
$89 | | SYK | 250 | -50 | $89 | | ISHARES TR (IWM) |
420 |
-160 |
$88 | | IWM | 420 | -160 | $88 | | LOCKHEED MARTIN CORP |
194 |
-108 |
$88 | | LMT | 194 | -108 | $88 | | ISHARES TR (IBB) |
624 |
UNCH |
$86 | | IBB | 624 | UNCH | $86 | | KROGER CO |
1,500 |
UNCH |
$86 | | KR | 1,500 | UNCH | $86 | | WEC ENERGY GROUP INC |
1,020 |
UNCH |
$84 | | WEC | 1,020 | UNCH | $84 | | PUBLIC SVC ENTERPRISE GRP IN |
1,226 |
UNCH |
$82 | | PEG | 1,226 | UNCH | $82 | | ISHARES TR (QUAL) |
485 |
UNCH |
$80 | | QUAL | 485 | UNCH | $80 | | TEXAS PACIFIC LAND CORPORATI |
135 |
-38 |
$78 | | TPL | 135 | -38 | $78 | | BARINGS BDC INC |
8,274 |
+220 |
$77 | | BBDC | 8,274 | +220 | $77 | | SANOFI |
1,577 |
UNCH |
$77 | | SNY | 1,577 | UNCH | $77 | | ISHARES TR (HDV) |
693 |
UNCH |
$76 | | HDV | 693 | UNCH | $76 | | MICRON TECHNOLOGY INC |
641 |
UNCH |
$76 | | MU | 641 | UNCH | $76 | | ISHARES TR (IYW) |
542 |
UNCH |
$73 | | IYW | 542 | UNCH | $73 | | SELECT SECTOR SPDR TR (XLF) |
1,694 |
-98 |
$71 | | XLF | 1,694 | -98 | $71 | | VANGUARD BD INDEX FDS (BSV) |
865 |
UNCH |
$66 | | BSV | 865 | UNCH | $66 | | BOEING CO |
324 |
UNCH |
$63 | | BA | 324 | UNCH | $63 | | SILVERCREST ASSET MGMT GROUP |
4,000 |
+4,000 |
$63 | | SAMG | 4,000 | +4,000 | $63 | | NEW JERSEY RES CORP |
1,449 |
UNCH |
$62 | | NJR | 1,449 | UNCH | $62 | | SELECT SECTOR SPDR TR (XLK) |
300 |
UNCH |
$62 | | XLK | 300 | UNCH | $62 | | INVESCO EXCH TRADED FD TR II (PZA) |
2,550 |
-1,380 |
$61 | | PZA | 2,550 | -1,380 | $61 | | ISHARES TR (IJR) |
544 |
UNCH |
$60 | | IJR | 544 | UNCH | $60 | | UNITED PARCEL SERVICE INC |
396 |
UNCH |
$59 | | UPS | 396 | UNCH | $59 | | MGE ENERGY INC |
701 |
UNCH |
$55 | | MGEE | 701 | UNCH | $55 | | PHILLIPS 66 |
339 |
UNCH |
$55 | | PSX | 339 | UNCH | $55 | | CORTEVA INC |
925 |
UNCH |
$53 | | CTVA | 925 | UNCH | $53 | | VANECK ETF TRUST (ITM) |
1,102 |
UNCH |
$51 | | ITM | 1,102 | UNCH | $51 | | PROSHARES TR (SDS) |
2,036 |
-230 |
$51 | | SDS | 2,036 | -230 | $51 | | BROADCOM INC |
38 |
UNCH |
$50 | | AVGO | 38 | UNCH | $50 | | CGI INC |
450 |
UNCH |
$50 | | GIB | 450 | UNCH | $50 | | FIRST BANCORP N C |
1,365 |
UNCH |
$49 | | FBNC | 1,365 | UNCH | $49 | | ISHARES TR (IEFA) |
665 |
UNCH |
$49 | | IEFA | 665 | UNCH | $49 | | NORTHWEST NAT HLDG CO |
1,290 |
UNCH |
$48 | | NWN | 1,290 | UNCH | $48 | | VANGUARD INDEX FDS (VB) |
205 |
-101 |
$47 | | VB | 205 | -101 | $47 | | AUTOMATIC DATA PROCESSING IN |
184 |
UNCH |
$46 | | ADP | 184 | UNCH | $46 | | PINNACLE WEST CAP CORP |
601 |
UNCH |
$45 | | PNW | 601 | UNCH | $45 | | INVESCO EXCHANGE TRADED FD T (PWV) |
802 |
UNCH |
$45 | | PWV | 802 | UNCH | $45 | | ISHARES TR (DVY) |
350 |
UNCH |
$43 | | DVY | 350 | UNCH | $43 | | GILEAD SCIENCES INC |
550 |
UNCH |
$40 | | GILD | 550 | UNCH | $40 | | PROLOGIS INC. |
300 |
UNCH |
$39 | | PLD | 300 | UNCH | $39 | | WALGREENS BOOTS ALLIANCE INC |
1,800 |
+1,300 |
$39 | | WBA | 1,800 | +1,300 | $39 | | COMCAST CORP NEW |
888 |
UNCH |
$38 | | CMCSA | 888 | UNCH | $38 | | SHELL PLC |
560 |
UNCH |
$38 | | SHEL | 560 | UNCH | $38 | | AMERICAN ELEC PWR CO INC |
426 |
UNCH |
$37 | | AEP | 426 | UNCH | $37 | | SALESFORCE INC |
122 |
-108 |
$37 | | CRM | 122 | -108 | $37 | | ALTRIA GROUP INC |
841 |
+450 |
$37 | | MO | 841 | +450 | $37 | | AIR PRODS & CHEMS INC |
150 |
UNCH |
$36 | | APD | 150 | UNCH | $36 | | SCHWAB STRATEGIC TR |
462 |
+462 |
$35 | | SCHV | 462 | +462 | $35 | | INTERNATIONAL FLAVORS&FRAGRA |
400 |
UNCH |
$34 | | IFF | 400 | UNCH | $34 | | MONDELEZ INTL INC |
484 |
UNCH |
$34 | | MDLZ | 484 | UNCH | $34 | | ISHARES TR (USMV) |
400 |
UNCH |
$33 | | USMV | 400 | UNCH | $33 | | HOME DEPOT INC |
83 |
UNCH |
$32 | | HD | 83 | UNCH | $32 | | WISDOMTREE TR |
645 |
-204 |
$31 | | DON | 645 | -204 | $31 | | ENTERPRISE PRODS PARTNERS L |
1,056 |
UNCH |
$31 | | EPD | 1,056 | UNCH | $31 | | BROWN FORMAN CORP |
|
|
$29 | | BF.B | 562 | UNCH | $29 | | HERSHEY CO |
150 |
UNCH |
$29 | | HSY | 150 | UNCH | $29 | | XYLEM INC |
225 |
UNCH |
$29 | | XYL | 225 | UNCH | $29 | | PFIZER INC |
1,015 |
+117 |
$28 | | PFE | 1,015 | +117 | $28 | | BRISTOL MYERS SQUIBB CO |
495 |
UNCH |
$27 | | BMY | 495 | UNCH | $27 | | EDISON INTL |
380 |
UNCH |
$27 | | EIX | 380 | UNCH | $27 | | ISHARES TR (MTUM) |
146 |
+146 |
$27 | | MTUM | 146 | +146 | $27 | | PHILIP MORRIS INTL INC |
300 |
-30 |
$27 | | PM | 300 | -30 | $27 | | TANGER INC |
900 |
-80 |
$27 | | SKT | 900 | -80 | $27 | | ALBEMARLE CORP |
196 |
+60 |
$26 | | ALB | 196 | +60 | $26 | | CHECK POINT SOFTWARE TECH LT |
158 |
UNCH |
$26 | | CHKP | 158 | UNCH | $26 | | ENTERGY CORP NEW |
247 |
+65 |
$26 | | ETR | 247 | +65 | $26 | | HUNTINGTON INGALLS INDS INC |
90 |
UNCH |
$26 | | HII | 90 | UNCH | $26 | | DOMINION ENERGY INC |
510 |
UNCH |
$25 | | D | 510 | UNCH | $25 | | GOLDMAN SACHS GROUP INC |
60 |
+60 |
$25 | | GS | 60 | +60 | $25 | | STERIS PLC |
112 |
+112 |
$25 | | STE | 112 | +112 | $25 | | ACUITY BRANDS INC |
90 |
UNCH |
$24 | | AYI | 90 | UNCH | $24 | | ANHEUSER BUSCH INBEV SA NV |
400 |
UNCH |
$24 | | BUD | 400 | UNCH | $24 | | DARDEN RESTAURANTS INC |
144 |
UNCH |
$24 | | DRI | 144 | UNCH | $24 | | VANGUARD INTL EQUITY INDEX F (VWO) |
571 |
+533 |
$24 | | VWO | 571 | +533 | $24 | | SELECT SECTOR SPDR TR (XLU) |
345 |
UNCH |
$23 | | XLU | 345 | UNCH | $23 | | ENERGY TRANSFER L P |
1,399 |
UNCH |
$22 | | ET | 1,399 | UNCH | $22 | | NORTHERN TR CORP |
250 |
UNCH |
$22 | | NTRS | 250 | UNCH | $22 | | ISHARES TR (IYH) |
345 |
+276 |
$21 | | IYH | 345 | +276 | $21 | | PALO ALTO NETWORKS INC |
75 |
UNCH |
$21 | | PANW | 75 | UNCH | $21 | | VANGUARD INDEX FDS (VUG) |
60 |
+60 |
$21 | | VUG | 60 | +60 | $21 | | SELECT SECTOR SPDR TR (XLV) |
135 |
UNCH |
$20 | | XLV | 135 | UNCH | $20 | | FIRSTENERGY CORP |
500 |
+200 |
$19 | | FE | 500 | +200 | $19 | | ISHARES INC (IEMG) |
360 |
UNCH |
$19 | | IEMG | 360 | UNCH | $19 | | KELLANOVA |
325 |
UNCH |
$19 | | K | 325 | UNCH | $19 | | VANGUARD INDEX FDS (VTV) |
119 |
+119 |
$19 | | VTV | 119 | +119 | $19 | | ZIMMER BIOMET HOLDINGS INC |
146 |
UNCH |
$19 | | ZBH | 146 | UNCH | $19 | | INGLES MKTS INC |
239 |
UNCH |
$18 | | IMKTA | 239 | UNCH | $18 | | TE CONNECTIVITY LTD |
124 |
UNCH |
$18 | | TEL | 124 | UNCH | $18 | | WHEATON PRECIOUS METALS CORP |
385 |
-716 |
$18 | | WPM | 385 | -716 | $18 | | EATON CORP PLC |
53 |
UNCH |
$17 | | ETN | 53 | UNCH | $17 | | ISHARES TR (MBB) |
179 |
+179 |
$17 | | MBB | 179 | +179 | $17 | | VANGUARD WORLD FD (VGT) |
32 |
UNCH |
$17 | | VGT | 32 | UNCH | $17 | | BIOGEN INC |
74 |
UNCH |
$16 | | BIIB | 74 | UNCH | $16 | | MARSH & MCLENNAN COS INC |
80 |
UNCH |
$16 | | MMC | 80 | UNCH | $16 | | INVESCO EXCHANGE TRADED FD T (SPHQ) |
264 |
+264 |
$16 | | SPHQ | 264 | +264 | $16 | | SPDR DOW JONES INDL AVERAGE (DIA) |
39 |
-576 |
$15 | | DIA | 39 | -576 | $15 | | ECOLAB INC |
67 |
-65 |
$15 | | ECL | 67 | -65 | $15 | | ISHARES TR (IMTM) |
371 |
+371 |
$15 | | IMTM | 371 | +371 | $15 | | CONSTELLATION BRANDS INC |
54 |
UNCH |
$15 | | STZ | 54 | UNCH | $15 | | AMERICAN TOWER CORP NEW |
72 |
-242 |
$14 | | AMT | 72 | -242 | $14 | | FEDEX CORP |
47 |
UNCH |
$14 | | FDX | 47 | UNCH | $14 | | SCHWAB STRATEGIC TR |
401 |
+401 |
$14 | | FNDF | 401 | +401 | $14 | | HOLOGIC INC |
175 |
UNCH |
$14 | | HOLX | 175 | UNCH | $14 | | ENPRO INC |
85 |
-5 |
$14 | | NPO | 85 | -5 | $14 | | SYMBOTIC INC |
310 |
UNCH |
$14 | | SYM | 310 | UNCH | $14 | | TC ENERGY CORP |
350 |
UNCH |
$14 | | TRP | 350 | UNCH | $14 | | EVERSOURCE ENERGY |
225 |
UNCH |
$13 | | ES | 225 | UNCH | $13 | | GSK PLC |
313 |
UNCH |
$13 | | GSK | 313 | UNCH | $13 | | CARRIER GLOBAL CORPORATION |
200 |
UNCH |
$12 | | CARR | 200 | UNCH | $12 | | CALAMOS STRATEGIC TOTAL RETU |
732 |
-1,464 |
$12 | | CSQ | 732 | -1,464 | $12 | | FORTUNE BRANDS INNOVATIONS I |
144 |
UNCH |
$12 | | FBIN | 144 | UNCH | $12 | | ILLUMINA INC |
85 |
UNCH |
$12 | | ILMN | 85 | UNCH | $12 | | NISOURCE INC |
445 |
UNCH |
$12 | | NI | 445 | UNCH | $12 | | CAMECO CORP |
250 |
-2,425 |
$11 | | CCJ | 250 | -2,425 | $11 | | CAMPBELL SOUP CO |
250 |
UNCH |
$11 | | CPB | 250 | UNCH | $11 | | SPDR SER TR (MDYV) |
147 |
+147 |
$11 | | MDYV | 147 | +147 | $11 | | NIKE INC |
121 |
UNCH |
$11 | | NKE | 121 | UNCH | $11 | | TRUIST FINL CORP |
277 |
-759 |
$11 | | TFC | 277 | -759 | $11 | | ASML HOLDING N V |
10 |
UNCH |
$10 | | ASML | 10 | UNCH | $10 | | ISHARES TR (DGRO) |
170 |
UNCH |
$10 | | DGRO | 170 | UNCH | $10 | | FIRST SOLAR INC |
58 |
UNCH |
$10 | | FSLR | 58 | UNCH | $10 | | SPDR SER TR (KRE) |
205 |
UNCH |
$10 | | KRE | 205 | UNCH | $10 | | OTIS WORLDWIDE CORP |
100 |
UNCH |
$10 | | OTIS | 100 | UNCH | $10 | | INVESCO EXCH TRADED FD TR II (TAN) |
230 |
UNCH |
$10 | | TAN | 230 | UNCH | $10 | | ADVANCE AUTO PARTS INC |
105 |
UNCH |
$9 | | AAP | 105 | UNCH | $9 | | ALCON AG |
104 |
UNCH |
$9 | | ALC | 104 | UNCH | $9 | | BANK NEW YORK MELLON CORP |
150 |
UNCH |
$9 | | BK | 150 | UNCH | $9 | | VANGUARD CHARLOTTE FDS (BNDX) |
182 |
+182 |
$9 | | BNDX | 182 | +182 | $9 | | HP INC |
298 |
+298 |
$9 | | HPQ | 298 | +298 | $9 | | ILLINOIS TOOL WKS INC |
35 |
UNCH |
$9 | | ITW | 35 | UNCH | $9 | | SOLAREDGE TECHNOLOGIES INC |
130 |
+130 |
$9 | | SEDG | 130 | +130 | $9 | | TELEFLEX INCORPORATED |
40 |
UNCH |
$9 | | TFX | 40 | UNCH | $9 | | BCE INC |
250 |
UNCH |
$8 | | BCE | 250 | UNCH | $8 | | GLOBAL X FDS |
260 |
UNCH |
$8 | | BUG | 260 | UNCH | $8 | | BORGWARNER INC |
225 |
UNCH |
$8 | | BWA | 225 | UNCH | $8 | | PAYCHEX INC |
66 |
-25 |
$8 | | PAYX | 66 | -25 | $8 | | PG&E CORP |
450 |
UNCH |
$8 | | PCG | 450 | UNCH | $8 | | TRIMBLE INC |
122 |
UNCH |
$8 | | TRMB | 122 | UNCH | $8 | | TEXAS INSTRS INC |
46 |
-261 |
$8 | | TXN | 46 | -261 | $8 | | VANGUARD INDEX FDS (VOT) |
35 |
UNCH |
$8 | | VOT | 35 | UNCH | $8 | | BAIDU INC |
65 |
UNCH |
$7 | | BIDU | 65 | UNCH | $7 | | ISHARES TR (IUSG) |
57 |
UNCH |
$7 | | IUSG | 57 | UNCH | $7 | | ISHARES TR (IUSV) |
79 |
UNCH |
$7 | | IUSV | 79 | UNCH | $7 | | VANGUARD SCOTTSDALE FDS (VCSH) |
90 |
-562 |
$7 | | VCSH | 90 | -562 | $7 | | WATTS WATER TECHNOLOGIES INC |
33 |
UNCH |
$7 | | WTS | 33 | UNCH | $7 | | ISHARES TR (IYF) |
60 |
UNCH |
$6 | | IYF | 60 | UNCH | $6 | | UNDER ARMOUR INC |
800 |
UNCH |
$6 | | UAA | 800 | UNCH | $6 | | CARNIVAL CORP |
300 |
UNCH |
$5 | | CCL | 300 | UNCH | $5 | | HEWLETT PACKARD ENTERPRISE C |
286 |
+286 |
$5 | | HPE | 286 | +286 | $5 | | JOHNSON CTLS INTL PLC |
83 |
UNCH |
$5 | | JCI | 83 | UNCH | $5 | | SCHWAB STRATEGIC TR |
96 |
+96 |
$5 | | SCHO | 96 | +96 | $5 | | VORNADO RLTY TR |
186 |
UNCH |
$5 | | VNO | 186 | UNCH | $5 | | COMPASS MINERALS INTL INC |
260 |
UNCH |
$4 | | CMP | 260 | UNCH | $4 | | CVS HEALTH CORP |
45 |
UNCH |
$4 | | CVS | 45 | UNCH | $4 | | F N B CORP |
300 |
UNCH |
$4 | | FNB | 300 | UNCH | $4 | | NETFLIX INC |
7 |
UNCH |
$4 | | NFLX | 7 | UNCH | $4 | | HEALTHPEAK PROPERTIES INC |
230 |
+230 |
$4 | | PEAK | 230 | +230 | $4 | | PRUDENTIAL FINL INC |
32 |
UNCH |
$4 | | PRU | 32 | UNCH | $4 | | SAFETY INS GROUP INC |
50 |
UNCH |
$4 | | SAFT | 50 | UNCH | $4 | | UNITED NAT FOODS INC |
338 |
+338 |
$4 | | UNFI | 338 | +338 | $4 | | WARNER BROS DISCOVERY INC |
505 |
-140 |
$4 | | WBD | 505 | -140 | $4 | | WSFS FINL CORP |
88 |
UNCH |
$4 | | WSFS | 88 | UNCH | $4 | | AUTODESK INC |
11 |
UNCH |
$3 | | ADSK | 11 | UNCH | $3 | | SMUCKER J M CO |
23 |
UNCH |
$3 | | SJM | 23 | UNCH | $3 | | SUN LIFE FINANCIAL INC. |
50 |
UNCH |
$3 | | SLF | 50 | UNCH | $3 | | VANGUARD SCOTTSDALE FDS (VCIT) |
35 |
+35 |
$3 | | VCIT | 35 | +35 | $3 | | VANGUARD TAX MANAGED FDS (VEA) |
55 |
UNCH |
$3 | | VEA | 55 | UNCH | $3 | | CHESAPEAKE ENERGY CORP |
25 |
-50 |
$2 | | CHK | 25 | -50 | $2 | | CORNING INC |
75 |
UNCH |
$2 | | GLW | 75 | UNCH | $2 | | HALEON PLC |
250 |
UNCH |
$2 | | HLN | 250 | UNCH | $2 | | ISHARES TR (IMCV) |
27 |
+27 |
$2 | | IMCV | 27 | +27 | $2 | | WK KELLOGG CO |
81 |
UNCH |
$2 | | KLG | 81 | UNCH | $2 | | ISHARES TR (LQD) |
15 |
-503 |
$2 | | LQD | 15 | -503 | $2 | | METLIFE INC |
25 |
-87 |
$2 | | MET | 25 | -87 | $2 | | PTC INC |
13 |
UNCH |
$2 | | PTC | 13 | UNCH | $2 | | VANGUARD SCOTTSDALE FDS (VTWO) |
19 |
UNCH |
$2 | | VTWO | 19 | UNCH | $2 | | SELECT SECTOR SPDR TR (XLE) |
22 |
-475 |
$2 | | XLE | 22 | -475 | $2 | | VANECK ETF TRUST (ANGL) |
37 |
+37 |
$1 | | ANGL | 37 | +37 | $1 | | CITIZENS FINL GROUP INC |
38 |
-50 |
$1 | | CFG | 38 | -50 | $1 | | ISHARES TR (GOVT) |
30 |
UNCH |
$1 | | GOVT | 30 | UNCH | $1 | | ISHARES TR (IMCG) |
13 |
+13 |
$1 | | IMCG | 13 | +13 | $1 | | MATCH GROUP INC NEW |
37 |
UNCH |
$1 | | MTCH | 37 | UNCH | $1 | | ORGANON & CO |
49 |
UNCH |
$1 | | OGN | 49 | UNCH | $1 | | ORLA MNG LTD NEW |
300 |
-37,815 |
$1 | | ORLA | 300 | -37,815 | $1 | | INVESCO EXCH TRADED FD TR II (PGX) |
86 |
+86 |
$1 | | PGX | 86 | +86 | $1 | | INVESCO EXCHANGE TRADED FD T (RSP) |
4 |
UNCH |
$1 | | RSP | 4 | UNCH | $1 | | SEAGATE TECHNOLOGY HLDNGS PL |
13 |
UNCH |
$1 | | STX | 13 | UNCH | $1 | | ISHARES TR (TLT) |
15 |
+15 |
$1 | | TLT | 15 | +15 | $1 | | UBER TECHNOLOGIES INC |
19 |
UNCH |
$1 | | UBER | 19 | UNCH | $1 | | ISHARES TR (USIG) |
13 |
UNCH |
$1 | | USIG | 13 | UNCH | $1 | | VANGUARD INDEX FDS (VBK) |
5 |
+5 |
$1 | | VBK | 5 | +5 | $1 | | VANGUARD INDEX FDS (VBR) |
7 |
+7 |
$1 | | VBR | 7 | +7 | $1 | | ASSERTIO HOLDINGS INC |
65 |
UNCH |
<$1 | | ASRT | 65 | UNCH | $0 | | BRIGHTHOUSE FINL INC |
2 |
UNCH |
<$1 | | BHF | 2 | UNCH | $0 | | CHARTER COMMUNICATIONS INC N |
0 |
UNCH |
$0 | | CHTR | 0 | UNCH | $0 | | ISHARES TR (HYG) |
6 |
+6 |
<$1 | | HYG | 6 | +6 | $0 | | KYNDRYL HLDGS INC |
20 |
UNCH |
<$1 | | KD | 20 | UNCH | $0 | | MAYVILLE ENGR CO INC |
25 |
UNCH |
<$1 | | MEC | 25 | UNCH | $0 | | KONINKLIJKE PHILIPS N V |
1 |
UNCH |
<$1 | | PHG | 1 | UNCH | $0 | | TRANSCODE THERAPEUTICS INC |
1 |
UNCH |
<$1 | | RNAZ | 1 | UNCH | $0 | | SYNOVUS FINL CORP |
10 |
UNCH |
<$1 | | SNV | 10 | UNCH | $0 | | TENET HEALTHCARE CORP |
2 |
UNCH |
<$1 | | THC | 2 | UNCH | $0 | | WHEELS UP EXPERIENCE INC |
100 |
UNCH |
<$1 | | UP | 100 | UNCH | $0 | | VANGUARD SCOTTSDALE FDS (VGIT) |
5 |
+5 |
$0 | | VGIT | 5 | +5 | $0 | | ARCHER DANIELS MIDLAND CO |
|
|
$0 (exited) | | ADM | 0 | -244 | $0 | | AES CORP |
|
|
$0 (exited) | | AES | 0 | -458 | $0 | | ISHARES TR |
|
|
$0 (exited) | | AGG | 0 | -1,014 | $0 | | ALASKA AIR GROUP INC |
|
|
$0 (exited) | | ALK | 0 | -25 | $0 | | ALLSTATE CORP |
|
|
$0 (exited) | | ALL | 0 | -228 | $0 | | AEROVIRONMENT INC |
|
|
$0 (exited) | | AVAV | 0 | -85 | $0 | | INVESCO EXCH TRADED FD TR II |
|
|
$0 (exited) | | BAB | 0 | -4,200 | $0 | | ALIBABA GROUP HLDG LTD |
|
|
$0 (exited) | | BABA | 0 | -200 | $0 | | BHP GROUP LTD |
|
|
$0 (exited) | | BHP | 0 | -287 | $0 | | CAPITAL CITY BK GROUP INC |
|
|
$0 (exited) | | CCBG | 0 | -419 | $0 | | COINBASE GLOBAL INC |
|
|
$0 (exited) | | COIN | 0 | -36 | $0 | | CRISPR THERAPEUTICS AG |
|
|
$0 (exited) | | CRSP | 0 | -1 | $0 | | CROWDSTRIKE HLDGS INC |
|
|
$0 (exited) | | CRWD | 0 | -1 | $0 | | DELL TECHNOLOGIES INC |
|
|
$0 (exited) | | DELL | 0 | -67 | $0 | | DOLLAR GEN CORP NEW |
|
|
$0 (exited) | | DG | 0 | -10 | $0 | | ISHARES TR |
|
|
$0 (exited) | | EFA | 0 | -1,000 | $0 | | ENBRIDGE INC |
|
|
$0 (exited) | | ENB | 0 | -557 | $0 | | ISHARES INC |
|
|
$0 (exited) | | EWZ | 0 | -450 | $0 | | DIAMONDBACK ENERGY INC |
|
|
$0 (exited) | | FANG | 0 | -137 | $0 | | FIRST TR EXCHANGE TRADED FD |
|
|
$0 (exited) | | FIW | 0 | -40 | $0 | | FRANCO NEV CORP |
|
|
$0 (exited) | | FNV | 0 | -196 | $0 | | FORTREA HLDGS INC |
|
|
$0 (exited) | | FTRE | 0 | -1,823 | $0 | | VANECK ETF TRUST |
|
|
$0 (exited) | | GDX | 0 | -200 | $0 | | VANECK ETF TRUST |
|
|
$0 (exited) | | GDXJ | 0 | -150 | $0 | | SPDR GOLD TR |
|
|
$0 (exited) | | GLD | 0 | -130 | $0 | | GRAINGER W W INC |
|
|
$0 (exited) | | GWW | 0 | -65 | $0 | | IRON MTN INC DEL |
|
|
$0 (exited) | | IRM | 0 | -230 | $0 | | ISHARES TR |
|
|
$0 (exited) | | IYR | 0 | -1,021 | $0 | | ISHARES TR |
|
|
$0 (exited) | | IYY | 0 | -1,180 | $0 | | KOPIN CORP |
|
|
$0 (exited) | | KOPN | 0 | -175 | $0 | | LI CYCLE HOLDINGS CORP |
|
|
$0 (exited) | | LICY | 0 | -50 | $0 | | LIVENT CORP |
|
|
$0 (exited) | | LTHM | 0 | -110 | $0 | | LAMB WESTON HLDGS INC |
|
|
$0 (exited) | | LW | 0 | -35 | $0 | | MASTERCARD INCORPORATED |
|
|
$0 (exited) | | MA | 0 | -78 | $0 | | MARTIN MARIETTA MATLS INC |
|
|
$0 (exited) | | MLM | 0 | -38 | $0 | | MICROVISION INC DEL |
|
|
$0 (exited) | | MVIS | 0 | -745 | $0 | | NORTHROP GRUMMAN CORP |
|
|
$0 (exited) | | NOC | 0 | -93 | $0 | | NU HLDGS LTD |
|
|
$0 (exited) | | NU | 0 | -1 | $0 | | PALANTIR TECHNOLOGIES INC |
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$0 (exited) | | PLTR | 0 | -1 | $0 | | BROOKFIELD REAL ASSETS INCOM |
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$0 (exited) | | RA | 0 | -1 | $0 | | RIO TINTO PLC |
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$0 (exited) | | RIO | 0 | -600 | $0 | | SPDR SER TR |
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$0 (exited) | | RWR | 0 | -202 | $0 | | SANDSTORM GOLD LTD |
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$0 (exited) | | SAND | 0 | -10,000 | $0 | | SIRIUS XM HOLDINGS INC |
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$0 (exited) | | SIRI | 0 | -2,250 | $0 | | SCHLUMBERGER LTD |
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$0 (exited) | | SLB | 0 | -1,103 | $0 | | SYNCHRONOSS TECHNOLOGIES INC |
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$0 (exited) | | SNCR | 0 | -4,000 | $0 | | SOFI TECHNOLOGIES INC |
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$0 (exited) | | SOFI | 0 | -501 | $0 | | SPIRIT RLTY CAP INC NEW |
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$0 (exited) | | SRC | 0 | -1,024 | $0 | | STARWOOD PPTY TR INC |
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$0 (exited) | | STWD | 0 | -2,125 | $0 | | TESLA INC |
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$0 (exited) | | TSLA | 0 | -450 | $0 | | SPROTT FDS TR |
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$0 (exited) | | URNM | 0 | -100 | $0 | | US BANCORP DEL |
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$0 (exited) | | USB | 0 | -1,750 | $0 | | TEUCRIUM COMMODITY TR |
0 |
-1,600 |
$0 (exited) | | WEAT | 0 | -1,600 | $0 |
See Summary: First Personal Financial Services Top Holdings
See Details: Top 10 Stocks Held By First Personal Financial Services
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