Director of Research | Chief Compliance Officer

0001633869-20-000002.txt : 20200422 0001633869-20-000002.hdr.sgml : 20200422 20200422160923 ACCESSION NUMBER: 0001633869-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200422 DATE AS OF CHANGE: 20200422 EFFECTIVENESS DATE: 20200422 FILER: COMPANY DATA: COMPANY CONFORMED NAME: First Personal Financial Services CENTRAL INDEX KEY: 0001633869 IRS NUMBER: 561825872 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16545 FILM NUMBER: 20808051 BUSINESS ADDRESS: STREET 1: 521 E. MOREHEAD STREET STREET 2: SUITE 580 CITY: CHARLOTTE STATE: NC ZIP: 28202 BUSINESS PHONE: 704-374-0646 MAIL ADDRESS: STREET 1: 521 E. MOREHEAD STREET STREET 2: SUITE 580 CITY: CHARLOTTE STATE: NC ZIP: 28202 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001633869 XXXXXXXX 03-31-2020 03-31-2020 First Personal Financial Services

521 E. MOREHEAD STREET SUITE 580 CHARLOTTE NC 28202

13F HOLDINGS REPORT 028-16545 N Michael Elliott Van Ness Director of Research | Chief Compliance Officer 9805853363 Michael Elliott Van Ness Charlotte NC 04-22-2020 0 297 258794 false INFORMATION TABLE 2 MP_1Q20_13F.xml MCSHANE PARTNERS 1Q20 13F HOLDINGS REPORT ABB LTD SPONSORED ADR 000375204 191 11061 SH SOLE 11061 0 0 AT&T INC COM 00206R102 104 3579 SH SOLE 1518 0 2061 ABBOTT LABS COM 002824100 506 6412 SH SOLE 4412 0 2000 ABBVIE INC COM 00287Y109 130 1700 SH SOLE 0 0 1700 ACTIVISION BLIZZARD INC COM 00507V109 1780 29932 SH SOLE 7451 0 22481 ACUITY BRANDS INC COM 00508Y102 169 1977 SH SOLE 1977 0 0 ADOBE INC COM 00724F101 449 1412 SH SOLE 430 0 982 ADVANCE AUTO PARTS INC COM 00751Y106 10 105 SH SOLE 105 0 0 ADVANCED MICRO DEVICES INC COM 007903107 32 713 SH SOLE 0 0 713 ALCOA CORP COM 013872106 2 366 SH SOLE 0 0 366 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 30 155 SH SOLE 0 0 155 ALPHABET INC CAP STK CL C 02079K107 1127 969 SH SOLE 680 0 289 ALPHABET INC CAP STK CL A 02079K305 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NEW 88033G407 0 2 SH SOLE 0 0 2 TEXAS INSTRS INC COM 882508104 240 2400 SH SOLE 0 0 2400 TEXAS PAC LD TR SUB CTF PROP I T 882610108 1 2 SH SOLE 0 0 2 THERMO FISHER SCIENTIFIC INC COM 883556102 3774 13308 SH SOLE 9916 0 3392 3-D SYS CORP DEL COM NEW 88554D205 1 85 SH SOLE 85 0 0 3M CO COM 88579Y101 469 3435 SH SOLE 3005 0 430 TRAVELERS COMPANIES INC COM 89417E109 80 802 SH SOLE 200 0 602 TRIMBLE INC COM 896239100 8 244 SH SOLE 244 0 0 TRINITY INDS INC COM 896522109 32 2000 SH SOLE 0 0 2000 TRUIST FINL CORP COM 89832Q109 28 912 SH SOLE 912 0 0 TYSON FOODS INC CL A 902494103 55 947 SH SOLE 0 0 947 US BANCORP DEL COM NEW 902973304 140 4078 SH SOLE 3278 0 800 UBER TECHNOLOGIES INC COM 90353T100 0 8 SH SOLE 0 0 8 UNILEVER PLC SPON ADR NEW 904767704 15 305 SH SOLE 261 0 44 UNILEVER N V N Y SHS NEW 904784709 5783 118533 SH SOLE 59310 0 59223 UNION PAC CORP COM 907818108 208 1475 SH SOLE 950 0 525 UNITED PARCEL SERVICE INC CL B 911312106 37 397 SH SOLE 92 0 305 UNITED TECHNOLOGIES CORP COM 913017109 124 1310 SH SOLE 1310 0 0 UNITEDHEALTH GROUP INC COM 91324P102 156 625 SH SOLE 400 0 225 V F CORP COM 918204108 4 75 SH SOLE 75 0 0 VALERO ENERGY CORP COM 91913Y100 64 1400 SH SOLE 0 0 1400 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 51 2200 SH SOLE 0 0 2200 VANECK VECTORS ETF TR AMT FREE SHORT M 92189F528 3 175 SH SOLE 175 0 0 VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 23 825 SH SOLE 0 0 825 VANECK VECTORS ETF TR AMT FREE INT ETF 92189H201 166 3394 SH SOLE 2537 0 857 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 531 5134 SH SOLE 2654 0 2480 VANGUARD WORLD FD MEGA CAP VAL ETF 921910840 33 500 SH SOLE 500 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 532 5957 SH SOLE 5857 0 100 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 164 1992 SH SOLE 1514 0 478 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3870 45339 SH SOLE 32118 0 13221 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6 180 SH SOLE 180 0 0 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 3853 27957 SH SOLE 14035 0 13922 VANGUARD WORLD FDS ENERGY ETF 92204A306 203 5305 SH SOLE 4462 0 843 VANGUARD WORLD FDS UTILITIES ETF 92204A876 1488 12200 SH SOLE 6299 0 5901 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 7 30 SH SOLE 0 0 30 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4 35 SH SOLE 35 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2268 32472 SH SOLE 24525 0 7947 VANGUARD INDEX FDS SM CP VAL ETF 922908611 10 116 SH SOLE 0 0 116 VANGUARD INDEX FDS MID CAP ETF 922908629 9 65 SH SOLE 65 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 213 1798 SH SOLE 0 0 1798 VANGUARD INDEX FDS SMALL CP ETF 922908751 57 496 SH SOLE 395 0 101 VANGUARD INDEX FDS TOTAL STK MKT 922908769 41 315 SH SOLE 0 0 315 VERIZON COMMUNICATIONS INC COM 92343V104 4902 91234 SH SOLE 42009 0 49224 VISA INC COM CL A 92826C839 1261 7827 SH SOLE 6547 0 1280 WEC ENERGY GROUP INC COM 92939U106 132 1498 SH SOLE 0 0 1498 WALMART INC COM 931142103 5427 47765 SH SOLE 24714 0 23051 WASTE MGMT INC DEL COM 94106L109 5279 57035 SH 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