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| Name: |
First Personal Financial Services |
| City: |
CHARLOTTE |
| State: |
NC |
| Zip: |
28202 |
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data |
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| Holdings
Found :
29 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCHV |
Schwab Strategic Trust |
206 |
New |
$74.81 |
$35,000 |
462 |
0.01% |
35,000 |
462 |
0 |
Closed - End Fund - Debt |
|
|
MTUM |
Ishares Msci Usa Momentum F... |
218 |
New |
$0.00 |
$27,000 |
146 |
0.01% |
27,000 |
146 |
0 |
N/A |
|
|
GS |
Goldman Sachs Group Inc |
228 |
New |
$454.73 |
$25,000 |
60 |
0.01% |
25,000 |
60 |
0 |
Investment Brokerage ... |
|
|
STE |
Steris Corp |
226 |
New |
$231.33 |
$25,000 |
112 |
0.01% |
25,000 |
112 |
0 |
Medical Appliances & ... |
|
|
VUG |
Vanguard Growth VIPERS |
238 |
New |
$343.81 |
$21,000 |
60 |
0% |
21,000 |
60 |
0 |
Closed - End Fund - E... |
|
|
VTV |
Vanguard Value VIPERS |
243 |
New |
$161.40 |
$19,000 |
119 |
0% |
19,000 |
119 |
0 |
Closed - End Fund - E... |
|
|
MBB |
iShares Barclays MBS Bond |
250 |
New |
$90.79 |
$17,000 |
179 |
0% |
17,000 |
179 |
0 |
Closed - End Fund - E... |
|
|
SPHQ |
Powershares S&P 500 High Q |
253 |
New |
$60.12 |
$16,000 |
264 |
0% |
16,000 |
264 |
0 |
Closed - End Fund - Debt |
|
|
IMTM |
Ishares Edge Msci Intl Mome... |
255 |
New |
$25.80 |
$15,000 |
371 |
0% |
15,000 |
371 |
0 |
N/A |
|
|
FNDF |
Schwab Fundamental Internat... |
260 |
New |
$35.92 |
$14,000 |
401 |
0% |
14,000 |
401 |
0 |
N/A |
|
|
MDYV |
streetTRACKS Series Trust -... |
273 |
New |
$74.81 |
$11,000 |
147 |
0% |
11,000 |
147 |
0 |
Closed - End Fund - E... |
|
|
HPQ |
HP Inc |
290 |
New |
$29.72 |
$9,000 |
298 |
0% |
9,000 |
298 |
0 |
Diversified Computer ... |
|
|
SEDG |
Solaredge Technologies Inc |
288 |
New |
$49.47 |
$9,000 |
130 |
0% |
9,000 |
130 |
0 |
N/A |
|
|
BNDX |
Vanguard Total Internationa... |
289 |
New |
$48.66 |
$9,000 |
182 |
0% |
9,000 |
182 |
0 |
N/A |
|
|
HPE |
Hewlett Packard Enterprise Co |
309 |
New |
$17.06 |
$5,000 |
286 |
0% |
5,000 |
286 |
0 |
N/A |
|
|
SCHO |
Schwab Short-Term U.S. Tre... |
308 |
New |
$47.92 |
$5,000 |
96 |
0% |
5,000 |
96 |
0 |
N/A |
|
|
UNFI |
United Natural Foods Inc |
311 |
New |
$8.93 |
$4,000 |
338 |
0% |
4,000 |
338 |
0.002 |
Food Wholesale |
|
|
PEAK |
Healthpeak Properties |
313 |
New |
$35.78 |
$4,000 |
230 |
0% |
4,000 |
230 |
0 |
REIT - Healthcare Fac... |
|
|
VCIT |
Vanguard Intermediate-Term |
324 |
New |
$79.12 |
$3,000 |
35 |
0% |
3,000 |
35 |
0 |
Closed - End Fund - Debt |
|
|
JKI |
iShares Morningstar Mid Val... |
331 |
New |
$71.78 |
$2,000 |
27 |
0% |
2,000 |
27 |
0 |
Closed - End Fund - E... |
|
|
TLT |
iShares Tr Lehman 20+yr Tres |
340 |
New |
$90.12 |
$1,000 |
15 |
0% |
1,000 |
15 |
0 |
Closed - End Fund - E... |
|
|
PGX |
Invesco Preferred ETF |
339 |
New |
$11.49 |
$1,000 |
86 |
0% |
1,000 |
86 |
0 |
Closed - End Fund - Debt |
|
|
ANGL |
Vaneck Vectors Fallen Angel... |
338 |
New |
$28.54 |
$1,000 |
37 |
0% |
1,000 |
37 |
0 |
N/A |
|
|
VBK |
Vanguard Small Cap Gr VIPERS |
348 |
New |
$251.38 |
$1,000 |
5 |
0% |
1,000 |
5 |
0 |
Closed - End Fund - E... |
|
|
VBR |
Vanguard Small Cap Val VIPER |
344 |
New |
$188.19 |
$1,000 |
7 |
0% |
1,000 |
7 |
0 |
Closed - End Fund - E... |
|
|
JKH |
iShares Trust - Mid Growth ... |
345 |
New |
$68.58 |
$1,000 |
13 |
0% |
1,000 |
13 |
0 |
Closed - End Fund - E... |
|
|
VGIT |
Vanguard Intermediate -Ter |
362 |
New |
$57.66 |
$0 |
5 |
0% |
0 |
5 |
0 |
Closed - End Fund - Debt |
|
|
CHTR |
Charter Communications Inc |
356 |
New |
$275.55 |
$0 |
0 |
0% |
0 |
0 |
0 |
CATV Systems |
|
|
HYG |
iShares iBoxx $ High Yield ... |
401 |
New |
$76.90 |
$0 |
6 |
0% |
0 |
6 |
0 |
Closed - End Fund - E... |
|
