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First Affirmative Financial Network

Q1 2024 · 13F-HR

First Affirmative Financial Networkholdings as filed

Filed 2024-04-11 · accession 0001656282-24-000003

$135.7M
Reported value
254
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92206C706VGITVANGUARD SCOTTSDALE FDS$9.1M6.74%156,074CommonNONE
78468R101SPTSSPDR SER TR$5.9M4.34%203,407CommonNONE
464288570DSIISHARES TR$4.1M3.02%40,635CommonNONE
67066G104NVDANVIDIA CORPORATION$3.9M2.88%4,322CommonNONE
037833100AAPLAPPLE INC$3.8M2.78%21,997CommonNONE
594918104MSFTMICROSOFT CORP$3.1M2.27%7,331CommonNONE
46138E263CGWINVESCO EXCH TRADED FD TR II$2.2M1.59%38,912CommonNONE
74348A608TBXPROSHARES TR$1.6M1.17%54,263CommonNONE
02079K305GOOGLALPHABET INC$1.6M1.15%10,364CommonNONE
023135106AMZNAMAZON COM INC$1.5M1.14%8,581CommonNONE
464288224ICLNISHARES TR$1.5M1.11%108,199CommonNONE
72201R643EMNTPIMCO ETF TR$1.5M1.10%15,196CommonNONE
30303M102METAMETA PLATFORMS INC$1.3M0.99%2,754CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.3M0.96%2,704CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.2M0.91%9,095CommonNONE
038222105AMATAPPLIED MATLS INC$1.2M0.88%5,798CommonNONE
17133Q502CHTCHUNGHWA TELECOM CO LTD$1.2M0.87%30,113CommonNONE
803054204SAPSAP SE$1.0M0.77%5,355CommonNONE
02079K107GOOGALPHABET INC$1.0M0.77%6,834CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.0M0.76%1,764CommonNONE
025816109AXPAMERICAN EXPRESS CO$1.0M0.75%4,488CommonNONE
532457108LLYELI LILLY & CO$991,9450.73%1,275CommonNONE
742718109PGPROCTER AND GAMBLE CO$979,0630.72%6,034CommonNONE
92826C839VVISA INC$974,1700.72%3,491CommonNONE
00724F101ADBEADOBE INC$891,3300.66%1,766CommonNONE
461202103INTUINTUIT$848,4390.63%1,305CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$845,9950.62%1,710CommonNONE
904767704UNILEVER PLC$838,6470.62%16,709CommonNONE
N07059210ASMLASML HOLDING N V$811,6320.60%836CommonNONE
478160104JNJJOHNSON & JOHNSON$808,6290.60%5,112CommonNONE
464288158SUBISHARES TR$803,5070.59%7,672CommonNONE
88160R101TSLATESLA INC$772,8320.57%4,396CommonNONE
17275R102CSCOCISCO SYS INC$772,1250.57%15,470CommonNONE
H1467J104CBCHUBB LIMITED$738,1190.54%2,848CommonNONE
458140100INTCINTEL CORP$733,5750.54%16,608CommonNONE
58933Y105MRKMERCK & CO INC$725,4320.53%5,498CommonNONE
00287Y109ABBVABBVIE INC$709,0810.52%3,894CommonNONE
235851102DHRDANAHER CORPORATION$701,8320.52%2,810CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$688,5810.51%2,757CommonNONE
892331307TMTOYOTA MOTOR CORP$675,7160.50%2,685CommonNONE
81762P102NOWSERVICENOW INC$657,3960.48%862CommonNONE
G5960L103MDTMEDTRONIC PLC$650,1830.48%7,460CommonNONE
384802104GWWGRAINGER W W INC$649,1590.48%638CommonNONE
863667101SYKSTRYKER CORPORATION$647,8750.48%1,810CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$647,4260.48%178CommonNONE
78468R739SHMSPDR SER TR$647,3210.48%13,645CommonNONE
452308109ITWILLINOIS TOOL WKS INC$638,0760.47%2,378CommonNONE
670100205NVONOVO-NORDISK A S$628,9890.46%4,899CommonNONE
11135F101AVGOBROADCOM INC$626,6780.46%473CommonNONE
464288414MUBISHARES TR$621,4080.46%5,775CommonNONE
G29183103ETNEATON CORP PLC$601,5540.44%1,924CommonNONE
891160509TDTORONTO DOMINION BK ONT$599,5800.44%9,930CommonNONE
64110L106NFLXNETFLIX INC$596,9350.44%983CommonNONE
025072505TAXFAMERICAN CENTY ETF TR$596,8410.44%11,807CommonNONE
032654105ADIANALOG DEVICES INC$594,9250.44%3,008CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$594,2680.44%4,863CommonNONE
74340W103PLDPROLOGIS INC.$592,9300.44%4,553CommonNONE
064149107BNSBANK NOVA SCOTIA HALIFAX$590,3870.44%11,402CommonNONE
437076102HDHOME DEPOT INC$564,3660.42%1,471CommonNONE
79466L302CRMSALESFORCE INC$560,1750.41%1,860CommonNONE
697435105PANWPALO ALTO NETWORKS INC$556,0310.41%1,957CommonNONE
871607107SNPSSYNOPSYS INC$549,9700.41%962CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$546,0290.40%2,859CommonNONE
125523100CITHE CIGNA GROUP$540,9540.40%1,489CommonNONE
87612E106TGTTARGET CORP$540,5170.40%3,050CommonNONE
46625H100JPMJPMORGAN CHASE & CO$539,6620.40%2,694CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$539,5670.40%2,731CommonNONE
756109104OREALTY INCOME CORP$531,6920.39%9,828CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$526,0440.39%3,539CommonNONE
172908105CTASCINTAS CORP$522,9580.39%761CommonNONE
68389X105ORCLORACLE CORP$520,4650.38%4,143CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$516,4530.38%1,720CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$513,8860.38%21,565CommonNONE
512807108LRCXEURLAM RESEARCH CORP$509,9830.38%525CommonNONE
882508104TXNTEXAS INSTRS INC$506,2820.37%2,906CommonNONE
002824100ABTABBOTT LABS$503,6810.37%4,431CommonNONE
78409V104SPGIS&P GLOBAL INC$503,3240.37%1,183CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$501,3230.37%1,446CommonNONE
254687106DISDISNEY WALT CO$494,7050.36%4,043CommonNONE
278865100ECLECOLAB INC$491,0650.36%2,127CommonNONE
036752103ELVELEVANCE HEALTH INC$480,4430.35%927CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$472,7190.35%5,361CommonNONE
052769106ADSKAUTODESK INC$469,2230.35%1,802CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$469,0460.35%2,038CommonNONE
29444U700EQIXEQUINIX INC$465,5300.34%564CommonNONE
855244109SBUXSTARBUCKS CORP$462,9920.34%5,066CommonNONE
136375102CNICANADIAN NATL RY CO$462,3580.34%3,510CommonNONE
66987V109NVSNOVARTIS AG$460,1150.34%4,757CommonNONE
579780206MKCMCCORMICK & CO INC$454,2120.33%5,913CommonNONE
494368103KMBKIMBERLY-CLARK CORP$452,8200.33%3,501CommonNONE
78468R721TFISPDR SER TR$451,7180.33%9,719CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$450,1980.33%2,494CommonNONE
72201R866MUNIPIMCO ETF TR$443,5060.33%8,453CommonNONE
46435U697ISHARES TR$440,8990.32%16,990CommonNONE
94106L109WMWASTE MGMT INC DEL$436,7520.32%2,049CommonNONE
98138H101WDAYWORKDAY INC$435,0220.32%1,595CommonNONE
20030N101CMCSACOMCAST CORP NEW$433,1370.32%9,992CommonNONE
46144X107INVESTMENT MANAGERS SER TR I$429,8590.32%11,718CommonNONE
548661107LOWLOWES COS INC$424,8750.31%1,668CommonNONE
684060106ORANYORANGE$424,6950.31%36,083CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$412,3460.30%1,325CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$409,9180.30%9,769CommonNONE
46435U259IBMOISHARES TR$403,7520.30%15,927CommonNONE
743315103PGRPROGRESSIVE CORP$400,1230.29%1,935CommonNONE
020002101ALLALLSTATE CORP$399,1330.29%2,307CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$393,9760.29%943CommonNONE
29476L107EQREQUITY RESIDENTIAL$391,9730.29%6,211CommonNONE
902973304USBUS BANCORP DEL$391,8350.29%8,766CommonNONE
780087102RYROYAL BK CDA$389,5420.29%3,861CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$387,1500.29%970CommonNONE
052800109ALVAUTOLIV INC$385,2000.28%3,199CommonNONE
063671101BMOBANK MONTREAL QUE$382,6320.28%3,917CommonNONE
872540109TJXTJX COS INC NEW$377,2590.28%3,720CommonNONE
46435U432ISHARES TR$372,6570.27%14,084CommonNONE
87971M103TUTELUS CORPORATION$370,9320.27%23,169CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$367,2570.27%501CommonNONE
46138G862PVIINVESCO EXCH TRADED FD TR II$365,7360.27%14,748CommonNONE
031162100AMGNAMGEN INC$357,9250.26%1,259CommonNONE
921910816MGKVANGUARD WORLD FD$356,2560.26%1,243CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$355,0000.26%3,576CommonNONE
172062101CINFCINCINNATI FINL CORP$354,6020.26%2,856CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$353,9580.26%1,728CommonNONE
747525103QCOMQUALCOMM INC$352,8090.26%2,084CommonNONE
231021106CMICUMMINS INC$349,0260.26%1,185CommonNONE
595112103MUMICRON TECHNOLOGY INC$347,3620.26%2,946CommonNONE
136069101CMCANADIAN IMPERIAL BK COMM TO$346,3060.26%6,828CommonNONE
372460105GPCGENUINE PARTS CO$344,8640.25%2,226CommonNONE
001055102AFLAFLAC INC$342,4560.25%3,989CommonNONE
194162103CLCOLGATE PALMOLIVE CO$341,5770.25%3,793CommonNONE
115236101BROBROWN & BROWN INC$341,4610.25%3,901CommonNONE
G54950103LINLINDE PLC$341,2070.25%735CommonNONE
12572Q105CMECME GROUP INC$339,2020.25%1,576CommonNONE
880345103TNCTENNANT CO$338,3610.25%2,782CommonNONE
060505104BACBANK AMERICA CORP$329,7770.24%8,697CommonNONE
929740108WABWABTEC$329,0570.24%2,259CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$327,2570.24%5,996CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$325,8230.24%1,582CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$321,4230.24%812CommonNONE
009158106APDAIR PRODS & CHEMS INC$318,4400.23%1,314CommonNONE
683715106OTEXOPEN TEXT CORP$318,3160.23%8,198CommonNONE
375558103GILDGILEAD SCIENCES INC$318,0510.23%4,342CommonNONE
48268K101KTKT CORP$317,5990.23%22,653CommonNONE
94106B101WCNWASTE CONNECTIONS INC$316,7850.23%1,842CommonNONE
85472N109STNSTANTEC INC$316,3480.23%3,810CommonNONE
046353108AZNNASTRAZENECA PLC$314,2470.23%4,638CommonNONE
G0250X107AMCRAMCOR PLC$311,0190.23%32,704CommonNONE
922907746VTEBVANGUARD MUN BD FDS$309,9260.23%6,125CommonNONE
443573100HUBSHUBSPOT INC$308,8930.23%493CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$307,9700.23%2,120CommonNONE
609207105MDLZMONDELEZ INTL INC$301,9550.22%4,314CommonNONE
12532H104GIBCGI INC$301,8080.22%2,732CommonNONE
98978V103ZTSZOETIS INC$300,3050.22%1,775CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$297,8040.22%1,202CommonNONE
617446448MSMORGAN STANLEY$297,6320.22%3,161CommonNONE
191216100KOCOCA COLA CO$293,7410.22%4,801CommonNONE
29670G102WTRGESSENTIAL UTILS INC$293,0550.22%7,910CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$290,8200.21%8,099CommonNONE
626755102MUSAMURPHY USA INC$288,8430.21%689CommonNONE
907818108UNPUNION PAC CORP$288,2530.21%1,172CommonNONE
713448108PEPPEPSICO INC$285,0870.21%1,629CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$283,2430.21%884CommonNONE
879382208TELFYTELEFONICA S A$282,6890.21%64,102CommonNONE
075887109BDXBECTON DICKINSON & CO$282,0730.21%1,140CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$281,1350.21%108,546CommonNONE
464288646IGSBISHARES TR$280,4030.21%5,468CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$280,2780.21%4,291CommonNONE
46266C105IQVIQVIA HLDGS INC$279,3400.21%1,105CommonNONE
754907103RYNRAYONIER INC$278,7870.21%8,387CommonNONE
G02602103DOXAMDOCS LTD$278,7670.21%3,085CommonNONE
56501R106MFCMANULIFE FINL CORP$277,0370.20%11,086CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$275,8690.20%4,028CommonNONE
003263100GLTRABRDN PRECIOUS METALS BASKET$275,0670.20%2,880CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$267,6290.20%17,401CommonNONE
H2906T109GRMNGARMIN LTD$266,2910.20%1,789CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$264,1680.19%3,943CommonNONE
37733W204GSKGSK PLC$260,4890.19%6,076CommonNONE
74460D109PSAPUBLIC STORAGE$259,9820.19%896CommonNONE
G7S00T104PNRPENTAIR PLC$259,1390.19%3,033CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$255,8660.19%4,718CommonNONE
808513105SCHWSCHWAB CHARLES CORP$253,4490.19%3,504CommonNONE
686330101IXORIX CORP$251,0020.19%2,278CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$250,7500.18%4,314CommonNONE
82509L107SHOPSHOPIFY INC$249,4900.18%3,233CommonNONE
835495102SONSONOCO PRODS CO$249,1640.18%4,308CommonNONE
704326107PAYXPAYCHEX INC$248,6970.18%2,025CommonNONE
149123101CATCATERPILLAR INC$243,3800.18%664CommonNONE
278642103EBAYEBAY INC.$242,1830.18%4,589CommonNONE
701094104PHPARKER-HANNIFIN CORP$241,9430.18%435CommonNONE
062540109BOHBANK HAWAII CORP$237,9010.18%3,813CommonNONE
775109200RCIROGERS COMMUNICATIONS INC$237,8600.18%5,801CommonNONE
05684B107BCSFBAIN CAP SPECIALTY FIN INC$236,7540.17%15,099CommonNONE
03662Q105AKXANSYS INC$235,5980.17%679CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$234,3230.17%1,099CommonNONE
580135101MCDMCDONALDS CORP$232,6570.17%825CommonNONE
336433107FSLRFIRST SOLAR INC$232,6290.17%1,378CommonNONE
216648501COOCOOPER COS INC$231,7550.17%2,284CommonNONE
654106103NKENIKE INC$231,0690.17%2,459CommonNONE
25243Q205DEODIAGEO PLC$230,9950.17%1,553CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP.$230,1060.17%1,477CommonNONE
05534B760BCEBCE INC$228,6140.17%6,728CommonNONE
00206R102TAT&T INC$228,1270.17%12,962CommonNONE
76171L106REYNREYNOLDS CONSUMER PRODS INC$226,4320.17%7,928CommonNONE
78440P306SKMSK TELECOM LTD$225,3720.17%10,453CommonNONE
25659T107DLBDOLBY LABORATORIES INC$220,9180.16%2,637CommonNONE
80105N105SNYSANOFI$219,5690.16%4,518CommonNONE
G6095L109APTIV PLC$218,8780.16%2,748CommonNONE
21036P108STZCONSTELLATION BRANDS INC$218,5370.16%804CommonNONE
745867101PHMPULTE GROUP INC$214,9930.16%1,782CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$213,2570.16%1,749CommonNONE
705015105PSOPEARSON PLC$211,1050.16%16,041CommonNONE
126408103CSXCSX CORP$210,0670.15%5,667CommonNONE
48241A105KBKB FINL GROUP INC$209,2040.15%4,018CommonNONE
64119V303NTSTNETSTREIT CORP$209,0740.15%11,381CommonNONE
41068X100HASIHANNON ARMSTRONG SUST INFR C$208,8610.15%7,354CommonNONE
053484101AVBAVALONBAY CMNTYS INC$208,8040.15%1,125CommonNONE
77311W101RKTROCKET COS INC$207,6560.15%14,272CommonNONE
56170L695VGSRMANAGER DIRECTED PORTFOLIOS$207,5720.15%21,171CommonNONE
294628102HP5AEQUITY COMWLTH$207,1420.15%10,972CommonNONE
872590104TMUST-MOBILE US INC$207,1110.15%1,269CommonNONE
500472303PHGKONINKLIJKE PHILIPS N V$205,4360.15%10,272CommonNONE
824596100SHGSHINHAN FINANCIAL GROUP CO L$202,7030.15%5,712CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$202,5600.15%70CommonNONE
501044101KRKROGER CO$202,5430.15%3,545CommonNONE
46429B333GNMAISHARES TR$201,0250.15%4,633CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$199,4780.15%16,948CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$189,5070.14%18,525CommonNONE
38173M102GBDCGOLUB CAP BDC INC$173,2770.13%10,420CommonNONE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$169,9170.13%10,096CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$156,8150.12%14,269CommonNONE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$145,2120.11%26,354CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$143,3970.11%36,029CommonNONE
40053W101AVALGRUPO AVAL ACCIONES Y VALORE$126,0090.09%54,549CommonNONE
15234Q207AXIACENTRAIS ELETRICAS BRASILEIR$123,1660.09%14,750CommonNONE
654902204NOKNOKIA CORP$110,9840.08%31,351CommonNONE
639057207NWGNATWEST GROUP PLC$107,7540.08%15,846CommonNONE
43289P106HIMXHIMAX TECHNOLOGIES INC$106,2940.08%19,868CommonNONE
204409601CIGCIA ENERGETICA DE MINAS GERA$102,4280.08%41,469CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$91,2130.07%10,249CommonNONE
86745K104NOVAQSUNNOVA ENERGY INTL INC.$80,5380.06%13,138CommonNONE
465562106ITUBITAU UNIBANCO HLDG S A$79,3630.06%11,452CommonNONE
683712103OPENOPENDOOR TECHNOLOGIES INC$75,2330.06%24,829CommonNONE
444097109HUDSON PAC PPTYS INC$74,8700.06%11,608CommonNONE
65535H208NMRNOMURA HLDGS INC$71,2700.05%11,101CommonNONE
62914V106NIONIO INC$59,6530.04%13,256CommonNONE
97651M109WITWIPRO LTD$58,4680.04%10,168CommonNONE
20440W105SIDCOMPANHIA SIDERURGICA NACION$42,7690.03%13,664CommonNONE
72919P202PLUGPLUG POWER INC$40,6390.03%11,814CommonNONE
87266J104TPICQTPI COMPOSITES INC$36,4930.03%12,540CommonNONE
92707Y108VFFVILLAGE FARMS INTL INC$24,2940.02%19,592CommonNONE
374396406GEVOGEVO INC$24,0790.02%31,324CommonNONE
10501E201BCLIEURBRAINSTORM CELL THERAPEUTICS$8,6270.01%15,278CommonNONE
92536C103VERUEURVERU INC$8,1710.01%11,671CommonNONE
23666P101CERUEURDARE BIOSCIENCE INC$5,9860.00%12,211CommonNONE
98138J206WKHSEURWORKHORSE GROUP INC$2,5830.00%11,009CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.