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  Name: FirstPurpose Wealth LLC
  City: OREM
  State: UT
  Zip: 84097
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $275,558,000
  Total Value Change : $12,965,000
  Securities Held Change : -3
   
All Securities Held : 209
  New Positions : 15
  Closed Positions : 21
  Increased Positions : 97
  Unchanged Positions : 13
  Decreased Positions : 84

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Holdings Found : 15     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 59 New $0.00 $858,000 9,373 0.31% 858,000 9,373 0.001    Closed - End Fund - E...
   (SNFCA)1 Year Chart         SNFCA Security National Financial... 133 New $8.04 $384,000 55,000 0.14% 384,000 55,000 0.332    Life & Health Insurance
   (BBJP)1 Year Chart         BBJP Jpmorgan Betabuilders Japan... 136 New $0.00 $373,000 6,550 0.14% 373,000 6,550 0.002    N/A
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 137 New $0.00 $371,000 2,304 0.13% 371,000 2,304 0    N/A
   (DFSI)1 Year Chart         DFSI Dimensional Intl Sustainabi... 151 New $0.00 $339,000 10,295 0.12% 339,000 10,295 0.011    N/A
   (PAYC)1 Year Chart         PAYC Paycom Software, Inc. 180 New $145.32 $243,000 1,196 0.09% 243,000 1,196 0    N/A
   (AMT)1 Year Chart         AMT American Tower Corp 185 New $195.74 $236,000 1,298 0.09% 236,000 1,298 0    Integrated Telecommun...
   (WM)1 Year Chart         WM Waste Management Inc 189 New $210.73 $225,000 1,082 0.08% 225,000 1,082 0    Waste Management
   (LLY)1 Year Chart         LLY Eli Lilly & Co 191 New $820.34 $223,000 293 0.08% 223,000 293 0    Drug Manufacturers - ...
   (CAT)1 Year Chart         CAT Caterpillar Inc 194 New $338.52 $216,000 580 0.08% 216,000 580 0    Farm & Construction M...
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 195 New $41.09 $215,000 4,279 0.08% 215,000 4,279 0    Drug Manufacturers - ...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 196 New $43.08 $213,000 5,045 0.08% 213,000 5,045 0    Closed - End Fund - E...
   (MINT)1 Year Chart         MINT Pimco ETF Trust 197 New $100.67 $212,000 2,110 0.08% 212,000 2,110 0.001    Closed - End Fund - Debt
   (BAX)1 Year Chart         BAX Baxter International Inc 202 New $40.93 $204,000 4,849 0.07% 204,000 4,849 0.001    Medical Instruments &...
   (KULR)1 Year Chart         KULR Kulr Technology Group 207 New $0.33 $9,000 10,766 0% 9,000 10,766 0.011    N/A
      15 Records Found
  1    
Page 1 of 1
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