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First Affirmative Financial Network

Q2 2024 · 13F-HR

First Affirmative Financial Networkholdings as filed

Filed 2024-07-10 · accession 0001656282-24-000004

$144.1M
Reported value
261
Positions
2024-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92206C706VGITVANGUARD SCOTTSDALE FDS$9.1M6.30%155,823CommonNONE
78468R101SPTSSPDR SER TR$5.9M4.08%203,579CommonNONE
67066G104NVDANVIDIA CORPORATION$5.6M3.86%44,967CommonNONE
037833100AAPLAPPLE INC$4.8M3.34%22,820CommonNONE
464288570DSIISHARES TR$4.2M2.94%40,768CommonNONE
594918104MSFTMICROSOFT CORP$3.5M2.42%7,803CommonNONE
46138E263CGWINVESCO EXCH TRADED FD TR II$2.1M1.47%38,328CommonNONE
02079K305GOOGLALPHABET INC$1.9M1.34%10,608CommonNONE
023135106AMZNAMAZON COM INC$1.7M1.21%9,039CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.7M1.15%9,513CommonNONE
72201R643EMNTPIMCO ETF TR$1.6M1.13%16,477CommonNONE
74348A608TBXPROSHARES TR$1.6M1.12%54,433CommonNONE
30303M102METAMETA PLATFORMS INC$1.5M1.03%2,942CommonNONE
464288224ICLNISHARES TR$1.5M1.02%110,491CommonNONE
038222105AMATAPPLIED MATLS INC$1.4M0.97%5,904CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.3M0.94%3,055CommonNONE
02079K107GOOGALPHABET INC$1.3M0.90%7,040CommonNONE
803054204SAPSAP SE$1.2M0.84%6,020CommonNONE
17133Q502CHTCHUNGHWA TELECOM CO LTD$1.2M0.83%30,886CommonNONE
532457108LLYELI LILLY & CO$1.2M0.80%1,274CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.1M0.78%6,853CommonNONE
00724F101ADBEADOBE INC$1.1M0.78%2,019CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.0M0.71%1,854CommonNONE
92826C839VVISA INC$999,6600.69%3,809CommonNONE
025816109AXPAMERICAN EXPRESS CO$998,4870.69%4,312CommonNONE
904767704UNILEVER PLC$973,7830.68%17,708CommonNONE
N07059210ASMLASML HOLDING N V$956,1340.66%935CommonNONE
88160R101TSLATESLA INC$847,8730.59%4,285CommonNONE
461202103INTUINTUIT$839,4170.58%1,277CommonNONE
464288158SUBISHARES TR$827,2780.57%7,913CommonNONE
17275R102CSCOCISCO SYS INC$826,3640.57%17,393CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$816,7500.57%1,604CommonNONE
478160104JNJJOHNSON & JOHNSON$777,9380.54%5,323CommonNONE
00287Y109ABBVABBVIE INC$772,2060.54%4,502CommonNONE
11135F101AVGOBROADCOM INC$756,5340.53%471CommonNONE
64110L106NFLXNETFLIX INC$752,7250.52%1,115CommonNONE
032654105ADIANALOG DEVICES INC$751,7020.52%3,293CommonNONE
H1467J104CBCHUBB LIMITED$740,7900.51%2,904CommonNONE
235851102DHRDANAHER CORPORATION$730,5480.51%2,924CommonNONE
58933Y105MRKMERCK & CO INC$697,7300.48%5,636CommonNONE
81762P102NOWSERVICENOW INC$694,3580.48%883CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$684,5230.48%173CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$682,6880.47%2,860CommonNONE
670100205NVONOVO-NORDISK A S$666,0650.46%4,666CommonNONE
78468R739SHMSPDR SER TR$659,9940.46%13,986CommonNONE
030420103AWKAMERICAN WTR WKS CO INC NEW$659,8790.46%5,109CommonNONE
863667101SYKSTRYKER CORPORATION$656,2400.46%1,929CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$646,8140.45%1,966CommonNONE
697435105PANWPALO ALTO NETWORKS INC$632,2200.44%1,865CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$629,1130.44%2,073CommonNONE
66987V109NVSNOVARTIS AG$618,0470.43%5,805CommonNONE
29444U700EQIXEQUINIX INC$613,9640.43%811CommonNONE
437076102HDHOME DEPOT INC$612,2760.42%1,779CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$606,8500.42%3,000CommonNONE
68389X105ORCLORACLE CORP$593,6670.41%4,204CommonNONE
892331307TMTOYOTA MOTOR CORP$593,1240.41%2,894CommonNONE
025072505TAXFAMERICAN CENTY ETF TR$589,4780.41%11,705CommonNONE
512807108LRCXEURLAM RESEARCH CORP$588,0260.41%552CommonNONE
79466L302CRMSALESFORCE INC$584,0420.41%2,272CommonNONE
78409V104SPGIS&P GLOBAL INC$579,4610.40%1,299CommonNONE
494368103KMBKIMBERLY-CLARK CORP$574,2050.40%4,155CommonNONE
882508104TXNTEXAS INSTRS INC$573,7400.40%2,949CommonNONE
452308109ITWILLINOIS TOOL WKS INC$565,0910.39%2,385CommonNONE
172908105CTASCINTAS CORP$560,1910.39%800CommonNONE
891160509TDTORONTO DOMINION BK ONT$556,1940.39%10,120CommonNONE
384802104GWWGRAINGER W W INC$547,0890.38%606CommonNONE
G29183103ETNEATON CORP PLC$538,7030.37%1,718CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$536,2900.37%2,759CommonNONE
871607107SNPSSYNOPSYS INC$535,0500.37%899CommonNONE
278865100ECLECOLAB INC$532,2390.37%2,236CommonNONE
756109104OREALTY INCOME CORP$522,9240.36%9,900CommonNONE
125523100CITHE CIGNA GROUP$517,8150.36%1,566CommonNONE
458140100INTCINTEL CORP$514,5950.36%16,616CommonNONE
74340W103PLDPROLOGIS INC.$510,9610.35%4,550CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$510,0140.35%2,949CommonNONE
G5960L103MDTMEDTRONIC PLC$507,3760.35%6,446CommonNONE
136375102CNICANADIAN NATL RY CO$507,1020.35%4,293CommonNONE
064149107BNSBANK NOVA SCOTIA HALIFAX$489,4780.34%10,706CommonNONE
94106L109WMWASTE MGMT INC DEL$488,7980.34%2,291CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$488,5610.34%3,570CommonNONE
872540109TJXTJX COS INC NEW$488,2870.34%4,435CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$483,0840.34%2,978CommonNONE
13646K108CPCANADIAN PACIFIC KANSAS CITY$480,4500.33%6,102CommonNONE
464288414MUBISHARES TR$477,1420.33%4,478CommonNONE
036752103ELVELEVANCE HEALTH INC$476,6750.33%880CommonNONE
46435U259IBMOISHARES TR$468,8380.33%18,517CommonNONE
254687106DISDISNEY WALT CO$467,4680.32%4,708CommonNONE
002824100ABTABBOTT LABS$457,5940.32%4,404CommonNONE
855244109SBUXSTARBUCKS CORP$456,8360.32%5,868CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$454,3640.32%535CommonNONE
052769106ADSKAUTODESK INC$451,8000.31%1,826CommonNONE
H84989104TEL1USDTE CONNECTIVITY LTD$451,6130.31%3,002CommonNONE
92532F100VRTXVERTEX PHARMACEUTICALS INC$446,8320.31%953CommonNONE
87612E106TGTTARGET CORP$445,0130.31%3,006CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$442,8910.31%996CommonNONE
78468R721TFISPDR SER TR$437,5550.30%9,564CommonNONE
72201R866MUNIPIMCO ETF TR$435,7480.30%8,370CommonNONE
031162100AMGNAMGEN INC$434,0600.30%1,389CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$431,8890.30%2,124CommonNONE
87971M103TUTELUS CORPORATION$430,0030.30%28,402CommonNONE
20030N101CMCSACOMCAST CORP NEW$429,1410.30%10,959CommonNONE
046353108AZNNASTRAZENECA PLC$428,3490.30%5,492CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$427,4570.30%10,365CommonNONE
747525103QCOMQUALCOMM INC$419,6020.29%2,107CommonNONE
579780206MKCMCCORMICK & CO INC$417,4310.29%5,884CommonNONE
46144X107INVESTMENT MANAGERS SER TR I$416,3660.29%11,516CommonNONE
29476L107EQREQUITY RESIDENTIAL$414,9340.29%5,984CommonNONE
595112103MUMICRON TECHNOLOGY INC$413,3450.29%3,143CommonNONE
743315103PGRPROGRESSIVE CORP$407,2170.28%1,961CommonNONE
46435U283IBMPISHARES TR$402,3050.28%16,086CommonNONE
127387108CDNSCADENCE DESIGN SYSTEM INC$396,9390.28%1,290CommonNONE
921910816MGKVANGUARD WORLD FD$390,5630.27%1,243CommonNONE
46435U432ISHARES TR$386,9800.27%14,611CommonNONE
46138G862PVIINVESCO EXCH TRADED FD TR II$385,0330.27%15,535CommonNONE
98138H101WDAYWORKDAY INC$379,6260.26%1,698CommonNONE
929740108WABWABTEC$373,5960.26%2,364CommonNONE
020002101ALLALLSTATE CORP$371,9760.26%2,330CommonNONE
194162103CLCOLGATE PALMOLIVE CO$371,5840.26%3,829CommonNONE
780087102RYROYAL BK CDA$366,8350.25%3,448CommonNONE
060505104BACBANK AMERICA CORP$358,4570.25%9,013CommonNONE
548661107LOWLOWES COS INC$357,5470.25%1,622CommonNONE
191216100KOCOCA COLA CO$357,0450.25%5,610CommonNONE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$356,7600.25%1,811CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$355,8210.25%929CommonNONE
684060106ORANYORANGE$351,5590.24%35,191CommonNONE
G54950103LINLINDE PLC$350,3200.24%798CommonNONE
902973304USBUS BANCORP DEL$346,0000.24%8,715CommonNONE
172062101CINFCINCINNATI FINL CORP$344,9080.24%2,920CommonNONE
12572Q105CMECME GROUP INC$340,0570.24%1,730CommonNONE
101137107BSXBOSTON SCIENTIFIC CORP$338,3710.23%4,394CommonNONE
009158106APDAIR PRODS & CHEMS INC$333,9550.23%1,294CommonNONE
94106B101WCNWASTE CONNECTIONS INC$331,8410.23%1,892CommonNONE
46138E537PZAINVESCO EXCH TRADED FD TR II$330,8030.23%13,970CommonNONE
571748102MRSHMARSH & MCLENNAN COS INC$329,5090.23%1,564CommonNONE
68902V107OTISOTIS WORLDWIDE CORP$329,4880.23%3,423CommonNONE
85472N109STNSTANTEC INC$327,9770.23%3,926CommonNONE
879382208TELFYTELEFONICA S A$327,2660.23%77,735CommonNONE
231021106CMICUMMINS INC$325,5420.23%1,176CommonNONE
375558103GILDGILEAD SCIENCES INC$319,7540.22%4,660CommonNONE
29670G102WTRGESSENTIAL UTILS INC$318,1490.22%8,523CommonNONE
G0250X107AMCRAMCOR PLC$317,8950.22%32,505CommonNONE
48268K101KTKT CORP$316,1490.22%23,127CommonNONE
N6596X109NXPINXP SEMICONDUCTORS N V$311,1560.22%1,156CommonNONE
704326107PAYXPAYCHEX INC$309,4080.21%2,610CommonNONE
626755102MUSAMURPHY USA INC$307,2480.21%654CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$304,9630.21%10,742CommonNONE
001055102AFLAFLAC INC$304,3200.21%3,407CommonNONE
713448108PEPPEPSICO INC$303,8450.21%1,842CommonNONE
372460105GPCGENUINE PARTS CO$303,5610.21%2,195CommonNONE
866796105SLFSUN LIFE FINANCIAL INC.$301,5620.21%6,156CommonNONE
69121K104OBDCBLUE OWL CAPITAL CORPORATION$298,3550.21%19,424CommonNONE
003263100GLTRABRDN PRECIOUS METALS BASKET$297,3610.21%2,888CommonNONE
609207105MDLZMONDELEZ INTL INC$296,4960.21%4,531CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$291,9120.20%106,928CommonNONE
922907746VTEBVANGUARD MUN BD FDS$291,4280.20%5,816CommonNONE
56501R106MFCMANULIFE FINL CORP$290,8830.20%10,927CommonNONE
G51502105JCIJOHNSON CTLS INTL PLC$289,8710.20%4,361CommonNONE
115236101BROBROWN & BROWN INC$286,0320.20%3,199CommonNONE
063671101BMOBANK MONTREAL QUE$284,1380.20%3,389CommonNONE
12532H104GIBCGI INC$283,5380.20%2,841CommonNONE
136069101CMCANADIAN IMPERIAL BK COMM TO$282,2360.20%5,937CommonNONE
907818108UNPUNION PAC CORP$281,1620.20%1,243CommonNONE
880345103TNCTENNANT CO$279,4050.19%2,838CommonNONE
14448C104CARRCARRIER GLOBAL CORPORATION$278,5820.19%4,416CommonNONE
686330101IXORIX CORP$278,4860.19%2,502CommonNONE
H2906T109GRMNGARMIN LTD$277,3230.19%1,702CommonNONE
443573100HUBSHUBSPOT INC$275,9030.19%468CommonNONE
617446448MSMORGAN STANLEY$275,1750.19%2,831CommonNONE
336433107FSLRFIRST SOLAR INC$270,7050.19%1,201CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$264,1830.18%1,916CommonNONE
98978V103ZTSZOETIS INC$264,1040.18%1,523CommonNONE
955306105WSTWEST PHARMACEUTICAL SVSC INC$261,6120.18%794CommonNONE
00206R102TAT&T INC$259,9650.18%13,604CommonNONE
500472303PHGKONINKLIJKE PHILIPS N V$259,9570.18%10,316CommonNONE
G02602103DOXAMDOCS LTD$258,4780.18%3,275CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$258,4010.18%19,269CommonNONE
075887109BDXBECTON DICKINSON & CO$256,0860.18%1,096CommonNONE
052800109ALVAUTOLIV INC$255,0350.18%2,384CommonNONE
169656105CMGCHIPOTLE MEXICAN GRILL INC$253,8740.18%4,052CommonNONE
884903808TRI4EURTHOMSON REUTERS CORP.$253,8570.18%1,506CommonNONE
580135101MCDMCDONALDS CORP$252,2130.18%990CommonNONE
808513105SCHWSCHWAB CHARLES CORP$251,9660.17%3,419CommonNONE
464288646IGSBISHARES TR$251,2110.17%4,903CommonNONE
05534B760BCEBCE INC$249,5490.17%7,709CommonNONE
278642103EBAYEBAY INC.$248,6980.17%4,630CommonNONE
37733W204GSKGSK PLC$244,8190.17%6,359CommonNONE
38149W663GMUNGOLDMAN SACHS ETF TR$244,2010.17%4,958CommonNONE
260003108DOVDOVER CORP$243,6230.17%1,350CommonNONE
43300A203HLTHILTON WORLDWIDE HLDGS INC$243,0140.17%1,114CommonNONE
754907103RYNRAYONIER INC$242,2940.17%8,329CommonNONE
872590104TMUST-MOBILE US INC$239,8780.17%1,362CommonNONE
775109200RCIROGERS COMMUNICATIONS INC$238,5340.17%6,450CommonNONE
291011104EMREMERSON ELEC CO$237,4670.16%2,156CommonNONE
G7S00T104PNRPENTAIR PLC$235,5490.16%3,072CommonNONE
80105N105SNYSANOFI$234,1350.16%4,826CommonNONE
683715106OTEXOPEN TEXT CORP$233,5370.16%7,774CommonNONE
78468R531EFIVSPDR SER TR$232,0470.16%4,370CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$230,4030.16%5,548CommonNONE
46266C105IQVIQVIA HLDGS INC$229,7660.16%1,087CommonNONE
41068X100HASIHANNON ARMSTRONG SUST INFR C$229,2590.16%7,745CommonNONE
040413106ANETEURARISTA NETWORKS INC$229,0980.16%654CommonNONE
705015105PSOPEARSON PLC$229,0660.16%18,355CommonNONE
253868103DLRDIGITAL RLTY TR INC$228,7120.16%1,504CommonNONE
294628102HP5AEQUITY COMWLTH$228,3400.16%11,770CommonNONE
76171L106REYNREYNOLDS CONSUMER PRODS INC$227,4560.16%8,129CommonNONE
053484101AVBAVALONBAY CMNTYS INC$219,4120.15%1,061CommonNONE
25659T107DLBDOLBY LABORATORIES INC$219,1720.15%2,766CommonNONE
78440P306SKMSK TELECOM LTD$218,2880.15%10,429CommonNONE
835495102SONSONOCO PRODS CO$217,0750.15%4,280CommonNONE
216648501COOCOOPER COS INC$216,8680.15%2,484CommonNONE
244199105DEDEERE & CO$216,7080.15%580CommonNONE
062540109BOHBANK HAWAII CORP$216,3980.15%3,783CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$214,4670.15%204CommonNONE
482480100KLACKLA CORP$213,9280.15%259CommonNONE
82509L107SHOPSHOPIFY INC$212,6520.15%3,220CommonNONE
48241A105KBKB FINL GROUP INC$212,4480.15%3,753CommonNONE
56170L695VGSRMANAGER DIRECTED PORTFOLIOS$212,0700.15%21,931CommonNONE
701094104PHPARKER-HANNIFIN CORP$211,8720.15%419CommonNONE
21036P108STZCONSTELLATION BRANDS INC$211,7970.15%823CommonNONE
03662Q105AKXANSYS INC$211,7530.15%659CommonNONE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$210,1970.15%19,463CommonNONE
651639106NEMNEWMONT CORP$210,1170.15%5,018CommonNONE
42234Q102HTLFEURHEARTLAND FINL USA INC$209,1770.15%4,706CommonNONE
45104G104IBNICICI BANK LIMITED$206,6110.14%7,172CommonNONE
126408103CSXCSX CORP$206,0410.14%6,160CommonNONE
74144T108TROWPRICE T ROWE GROUP INC$205,5110.14%1,782CommonNONE
40415F101HDBHDFC BANK LTD$203,4430.14%3,162CommonNONE
133131102CPTCAMDEN PPTY TR$203,3070.14%1,863CommonNONE
40434L105HPQHP INC$202,5470.14%5,784CommonNONE
05684B107BCSFBAIN CAP SPECIALTY FIN INC$201,5810.14%12,359CommonNONE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$192,1290.13%31,139CommonNONE
77311W101RKTROCKET COS INC$178,3820.12%13,021CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$174,0910.12%41,156CommonNONE
38173M102GBDCGOLUB CAP BDC INC$170,6290.12%10,861CommonNONE
64119V303NTSTNETSTREIT CORP$163,8120.11%10,175CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$153,9340.11%13,479CommonNONE
20441A102SBSCOMPANHIA DE SANEAMENTO BASI$150,1630.10%11,165CommonNONE
654902204NOKNOKIA CORP$137,0750.10%36,263CommonNONE
15234Q207AXIACENTRAIS ELETRICAS BRASILEIR$127,4130.09%19,815CommonNONE
40053W101AVALGRUPO AVAL ACCIONES Y VALORE$125,5760.09%57,604CommonNONE
639057207NWGNATWEST GROUP PLC$125,0480.09%15,573CommonNONE
92857W308VODVODAFONE GROUP PLC NEW$123,5670.09%13,931CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$116,6040.08%11,625CommonNONE
204409601CIGCIA ENERGETICA DE MINAS GERA$114,5020.08%65,058CommonNONE
43289P106HIMXHIMAX TECHNOLOGIES INC$89,0050.06%11,210CommonNONE
65535H208NMRNOMURA HLDGS INC$84,0090.06%14,534CommonNONE
86745K104NOVAQSUNNOVA ENERGY INTL INC.$82,7480.06%14,829CommonNONE
465562106ITUBITAU UNIBANCO HLDG S A$76,1520.05%13,040CommonNONE
62914V106NIONIO INC$72,8670.05%17,516CommonNONE
97651M109WITWIPRO LTD$70,5500.05%11,566CommonNONE
444097109HUDSON PAC PPTYS INC$60,5740.04%12,593CommonNONE
05964H105SANBANCO SANTANDER S.A.$57,7340.04%12,470CommonNONE
87266J104TPICQTPI COMPOSITES INC$46,4230.03%11,635CommonNONE
683712103OPENOPENDOOR TECHNOLOGIES INC$44,4260.03%24,145CommonNONE
39579V100GHGGREENTREE HOSPITALITY GROUP$36,8970.03%15,184CommonNONE
72919P202PLUGPLUG POWER INC$31,6240.02%13,572CommonNONE
20440W105SIDCOMPANHIA SIDERURGICA NACION$30,5220.02%13,270CommonNONE
92707Y108VFFVILLAGE FARMS INTL INC$19,8170.01%19,428CommonNONE
374396406GEVOGEVO INC$19,6460.01%35,258CommonNONE
Y58473102MAXNQMAXEON SOLAR TECHNOLOGIES LT$9,4350.01%11,061CommonNONE
10501E201BCLIEURBRAINSTORM CELL THERAPEUTICS$4,8380.00%14,293CommonNONE

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.