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Financial Perspectives

Latest statistics and disclosures from Financial Perspectives's latest quarterly 13F-HR filing:

Top 5 stock holdings are MDT, VGT, VYM, MSFT, AAPL, and represent 26.35% of Financial Perspectives's stock portfolio.
Added to shares of these 10 stocks: VYM, HDB, VYMI, SCHD, CNQ, JPM, UBER, DGRO, CGCB, BSX.
Started 15 new stock positions in IONQ, BIVI, WOLF, PL, UBER, ADI, UNIT, FIG, WWD, PSKY. LCID, ELMD, HOOD, CGGE, GDLC.
Reduced shares in these 10 stocks: VGT, TSM, AAPL, MSFT, MDT, VOO, OGIG, NVDA, VUG, AMZN.
Sold out of its positions in ALB, CSR, CHTR, DCI, LIT, IWS, Lendingtree Inc Note 0.500 7/1, PCYO, Skechers USA, SONY. Uniti Group Inc Com reit, PARA, Wk Kellogg, Walgreen Boots Alliance, Wolfspeed.
Financial Perspectives was a net buyer of stock by $3.4M.
Financial Perspectives has $361M in assets under management (AUM), dropping by 9.02%.
Central Index Key (CIK): 0002003287

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Portfolio Holdings for Financial Perspectives

Financial Perspectives holds 724 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Financial Perspectives has 724 total positions. Only the first 250 positions are shown.

Sign up to view all of the Financial Perspectives Sept. 30, 2025 positions
Download the Financial Perspectives September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Medtronic SHS (MDT)	5.7	$21M		217k	95.24	View chart
Vanguard World Inf Tech Etf (VGT)	5.7	$21M	-3%	28k	746.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	5.6	$20M	+2%	144k	140.95	View chart
Microsoft Corporation (MSFT)	4.8	$17M		33k	517.95	View chart
Apple (AAPL)	4.5	$16M		64k	254.63	View chart
Boston Scientific Corporation (BSX)	3.7	$13M		136k	97.63	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.2	$12M		95k	120.72	View chart
Broadcom (AVGO)	3.0	$11M		33k	329.91	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	2.9	$11M	+3%	124k	84.68	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.8	$10M		46k	215.79	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.6	$9.6M		107k	89.57	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	2.6	$9.4M	-4%	34k	279.29	View chart
Ishares Tr Core High Dv Etf (HDV)	2.5	$9.0M		73k	122.45	View chart
NVIDIA Corporation (NVDA)	2.3	$8.4M		45k	186.58	View chart
Alphabet Cap Stk Cl C (GOOG)	1.9	$6.8M		28k	243.55	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.8	$6.3M		29k	222.17	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	1.7	$6.1M	+2%	123k	49.84	View chart
Amazon (AMZN)	1.4	$4.9M		22k	219.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$4.7M		7.1k	666.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$4.6M		6.9k	669.34	View chart
Ishares Tr Core Div Grwth (DGRO)	1.2	$4.5M	+5%	66k	68.08	View chart
Tesla Motors (TSLA)	1.0	$3.7M		8.2k	444.71	View chart
Meta Platforms Cl A (META)	1.0	$3.4M	+4%	4.7k	734.35	View chart
JPMorgan Chase & Co. (JPM)	0.9	$3.3M	+8%	11k	315.43	View chart
MercadoLibre (MELI)	0.9	$3.1M		1.3k	2336.07	View chart
Abbvie (ABBV)	0.8	$3.1M		13k	231.55	View chart
Vanguard World Consum Stp Etf (VDC)	0.8	$2.9M	+4%	14k	213.74	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.8	$2.8M		19k	148.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$2.7M	-4%	4.4k	612.40	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$2.5M		13k	195.86	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$2.4M		48k	50.73	View chart
Sea Sponsord Ads (SE)	0.7	$2.4M		13k	178.73	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.6	$2.2M	+2%	50k	43.92	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.6	$2.2M		60k	36.55	View chart
3M Company (MMM)	0.6	$2.1M		14k	155.18	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.6	$2.0M	+5%	60k	34.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$2.0M	+3%	3.3k	600.30	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.5	$1.9M		1.9k	967.92	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$1.8M	+22%	66k	27.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.6M		3.4k	468.44	View chart
UnitedHealth (UNH)	0.4	$1.5M	+2%	4.4k	345.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.5M	-4%	3.0k	502.74	View chart
Johnson & Johnson (JNJ)	0.4	$1.5M	+3%	8.1k	185.42	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.4	$1.4M		57k	24.72	View chart
Oracle Corporation (ORCL)	0.4	$1.3M		4.5k	281.27	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.3M		6.8k	186.50	View chart
Abbott Laboratories (ABT)	0.3	$1.1M		8.6k	133.94	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.3	$1.1M		11k	101.93	View chart
Costco Wholesale Corporation (COST)	0.3	$1.1M	+3%	1.2k	925.55	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$1.0M		24k	42.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.0M		17k	59.92	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.3	$1.0M		10k	98.59	View chart
Amgen (AMGN)	0.3	$1.0M		3.6k	282.17	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$998k	+6%	4.1k	241.95	View chart
Us Bancorp Del Com New (USB)	0.3	$975k		20k	48.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$956k	-4%	3.9k	243.08	View chart
General Mills (GIS)	0.3	$926k		18k	50.42	View chart
Gilead Sciences (GILD)	0.2	$894k		8.1k	110.99	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$879k		2.7k	326.36	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$874k	+2%	2.2k	396.16	View chart
Vanguard World Health Car Etf (VHT)	0.2	$861k		3.3k	259.57	View chart
Vanguard World Energy Etf (VDE)	0.2	$845k		6.7k	125.85	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$843k		9.2k	91.42	View chart
Canadian Natural Resources (CNQ)	0.2	$826k	+58%	26k	31.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$773k		2.4k	328.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$753k	-10%	1.6k	479.58	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$747k	+14%	5.4k	137.79	View chart
Hdfc Bank Sponsored Ads (HDB)	0.2	$736k	+100%	22k	34.16	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$720k		14k	52.82	View chart
Home Depot (HD)	0.2	$720k		1.8k	405.16	View chart
Micron Technology (MU)	0.2	$713k	+34%	4.3k	167.33	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$678k		16k	42.03	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$670k	+7%	9.9k	67.83	View chart
Mastercard Incorporated Cl A (MA)	0.2	$652k		1.1k	568.58	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$641k		9.3k	68.58	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$639k	+11%	7.3k	87.30	View chart
Walt Disney Company (DIS)	0.2	$639k		5.6k	114.50	View chart
Novo-nordisk A S Adr (NVO)	0.2	$631k		11k	55.49	View chart
Rubrik Cl A (RBRK)	0.2	$617k		7.5k	82.25	View chart
Honeywell International (HON)	0.2	$607k	-3%	2.9k	210.51	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.2	$601k		38k	16.01	View chart
Sempra Energy (SRE)	0.2	$567k		6.3k	89.98	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$564k		4.7k	118.84	View chart
Caterpillar (CAT)	0.2	$548k	+9%	1.1k	477.15	View chart
Altria (MO)	0.1	$537k		8.1k	66.06	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$530k	+3%	6.4k	83.05	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.1	$520k		13k	41.12	View chart
Eli Lilly & Co. (LLY)	0.1	$517k	+22%	678.00	763.00	View chart
Ge Aerospace Com New (GE)	0.1	$516k	-2%	1.7k	300.75	View chart
At&t (T)	0.1	$513k	-8%	18k	28.24	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$510k		7.7k	65.92	View chart
Servicenow (NOW)	0.1	$502k		545.00	920.28	View chart
Comcast Corp Cl A (CMCSA)	0.1	$495k	-3%	16k	31.42	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$491k	+11%	4.3k	113.88	View chart
Palantir Technologies Cl A (PLTR)	0.1	$488k	-5%	2.7k	182.42	View chart
Intuitive Surgical Com New (ISRG)	0.1	$488k		1.1k	447.23	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$479k	+18%	13k	37.27	View chart
Pfizer (PFE)	0.1	$467k		18k	25.48	View chart
Carrier Global Corporation (CARR)	0.1	$464k		7.8k	59.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$458k	+17%	7.0k	65.26	View chart
Visa Com Cl A (V)	0.1	$458k		1.3k	341.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$446k		8.2k	54.18	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$446k		6.9k	64.24	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$443k		5.6k	79.67	View chart
Exxon Mobil Corporation (XOM)	0.1	$441k	-5%	3.9k	112.74	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$437k		12k	36.56	View chart
Wal-Mart Stores (WMT)	0.1	$430k		4.2k	103.05	View chart
Vale S A Sponsored Ads (VALE)	0.1	$427k	+33%	39k	10.86	View chart
Wisdomtree Tr Europe Smcp Dv (DFE)	0.1	$421k		6.0k	70.42	View chart
Waste Management (WM)	0.1	$409k	+87%	1.9k	220.83	View chart
Advanced Micro Devices (AMD)	0.1	$395k	-2%	2.4k	161.79	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$395k	-4%	4.7k	84.84	View chart
Bank of America Corporation (BAC)	0.1	$377k		7.3k	51.59	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.1	$367k	+129%	14k	26.58	View chart
Blackrock (BLK)	0.1	$364k		312.00	1165.47	View chart
Deere & Company (DE)	0.1	$363k	+94%	793.00	457.26	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$353k		5.4k	65.21	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$340k		2.1k	164.52	View chart
Qualcomm (QCOM)	0.1	$325k		2.0k	166.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$323k		3.5k	93.36	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$317k		2.2k	142.44	View chart
Target Corporation (TGT)	0.1	$316k		3.5k	89.69	View chart
McDonald's Corporation (MCD)	0.1	$312k	+13%	1.0k	303.90	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$299k		1.0k	297.66	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$297k		5.3k	55.71	View chart
Strategy Cl A New (MSTR)	0.1	$294k		912.00	322.21	View chart
Associated Banc- (ASB)	0.1	$290k		11k	25.71	View chart
Snowflake Com Shs (SNOW)	0.1	$289k		1.3k	225.55	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$286k		3.2k	89.33	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$284k		2.8k	99.81	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$284k		798.00	355.47	View chart
Netease Sponsored Ads (NTES)	0.1	$277k		1.8k	151.95	View chart
Chevron Corporation (CVX)	0.1	$274k	-12%	1.8k	155.26	View chart
Cisco Systems (CSCO)	0.1	$269k	-5%	3.9k	68.42	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$267k	+2%	2.4k	110.58	View chart
Stoneco Com Cl A (STNE)	0.1	$259k		14k	18.91	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$259k		2.5k	103.19	View chart
S&p Global (SPGI)	0.1	$253k		519.00	487.08	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$252k	+34%	11k	22.72	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$250k	+23%	7.2k	34.72	View chart
Uber Technologies (UBER)	0.1	$249k	NEW	2.5k	97.97	View chart
Constellation Energy (CEG)	0.1	$247k	+368%	750.00	329.07	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$237k	+2%	6.7k	35.43	View chart
Pagseguro Digital Com Cl A (PAGS)	0.1	$231k		23k	10.00	View chart
Pepsi (PEP)	0.1	$230k	+11%	1.6k	140.43	View chart
Ecolab (ECL)	0.1	$228k	+3%	833.00	273.82	View chart
Novartis Sponsored Adr (NVS)	0.1	$228k		1.8k	128.24	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$227k		11k	20.20	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$226k		770.00	293.79	View chart
Thermo Fisher Scientific (TMO)	0.1	$223k		460.00	484.51	View chart
Mongodb Cl A (MDB)	0.1	$216k		697.00	310.38	View chart
Ge Vernova (GEV)	0.1	$216k	-3%	351.00	615.24	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$211k	+10%	3.7k	57.09	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$205k		4.0k	50.74	View chart
Iron Mountain (IRM)	0.1	$204k		2.0k	101.94	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$204k		1.1k	178.80	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.1	$202k		6.2k	32.89	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$202k		4.0k	50.00	View chart
Ubs Group SHS (UBS)	0.1	$201k		4.9k	41.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$200k		2.8k	72.77	View chart
Beone Medicines Sponsored Ads (ONC)	0.1	$200k		588.00	340.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$196k	+6%	3.9k	50.07	View chart
Applied Materials (AMAT)	0.1	$195k		952.00	204.81	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$194k		606.00	319.83	View chart
DTE Energy Company (DTE)	0.1	$193k		1.4k	141.47	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.1	$193k		1.1k	174.67	View chart
Solventum Corp Com Shs (SOLV)	0.1	$185k	-18%	2.5k	73.00	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$183k	-20%	3.4k	53.03	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$182k		11k	17.27	View chart
SurModics (SRDX)	0.0	$180k		6.0k	29.89	View chart
Insulet Corporation (PODD)	0.0	$177k		572.00	308.73	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$175k		1.8k	99.92	View chart
Coinbase Global Com Cl A (COIN)	0.0	$173k	+4%	513.00	337.49	View chart
Verizon Communications (VZ)	0.0	$173k	+2%	3.9k	43.95	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$170k	+69%	821.00	206.58	View chart
Cloudflare Cl A Com (NET)	0.0	$167k		778.00	214.59	View chart
Block Cl A (XYZ)	0.0	$166k		2.3k	72.27	View chart
Ameriprise Financial (AMP)	0.0	$166k		338.00	490.77	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$162k		929.00	174.54	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.0	$162k		2.1k	76.66	View chart
O'reilly Automotive (ORLY)	0.0	$162k		1.5k	107.81	View chart
Capital Group International SHS (CGIE)	0.0	$162k	+12%	4.8k	33.72	View chart
Nextera Energy (NEE)	0.0	$161k	+19%	2.1k	75.50	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$157k		2.4k	64.81	View chart
Vanguard World Utilities Etf (VPU)	0.0	$157k		828.00	189.41	View chart
Archer Daniels Midland Company (ADM)	0.0	$156k		2.6k	59.74	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$155k		1.4k	112.34	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$154k		1.1k	145.67	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.0	$153k	+12%	5.6k	27.29	View chart
Wec Energy Group (WEC)	0.0	$153k		1.3k	114.59	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$152k		1.8k	86.30	View chart
Intel Corporation (INTC)	0.0	$149k		4.4k	33.55	View chart
Palo Alto Networks (PANW)	0.0	$149k		732.00	203.62	View chart
Stride (LRN)	0.0	$148k		994.00	148.94	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$147k		2.6k	56.75	View chart
Kkr & Co (KKR)	0.0	$146k		1.1k	129.95	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$143k		1.9k	76.73	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.0	$142k		4.2k	33.65	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$142k		1.9k	73.48	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$139k		954.00	145.61	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$138k		1.8k	78.35	View chart
East West Ban (EWBC)	0.0	$138k		1.3k	106.45	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$138k		4.7k	29.62	View chart
Royal Caribbean Cruises (RCL)	0.0	$138k		425.00	323.62	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$136k		1.1k	125.92	View chart
Ubiquiti (UI)	0.0	$136k		206.00	660.63	View chart
General Motors Company (GM)	0.0	$135k		2.2k	60.97	View chart
Coca-Cola Company (KO)	0.0	$132k	+9%	2.0k	66.32	View chart
Flutter Entmt SHS (FLUT)	0.0	$131k		517.00	254.00	View chart
Airbnb Com Cl A (ABNB)	0.0	$130k		1.1k	121.42	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$129k		1.6k	82.71	View chart
Procter & Gamble Company (PG)	0.0	$128k	+21%	835.00	153.63	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.0	$125k	+142%	4.5k	27.75	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC)	0.0	$124k		3.6k	34.42	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$124k	+27%	1.3k	95.90	View chart
Ford Motor Company (F)	0.0	$124k		10k	11.96	View chart
Realty Income (O)	0.0	$122k		2.0k	60.79	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$120k	+2%	1.8k	66.86	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$117k	+2%	1.2k	95.16	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$115k	+30%	1.6k	71.35	View chart
Merck & Co (MRK)	0.0	$111k		1.3k	83.92	View chart
Cigna Corp (CI)	0.0	$110k		380.00	288.26	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$109k		193.00	562.27	View chart
Linde SHS (LIN)	0.0	$107k	+10%	226.00	475.00	View chart
Jd.com Spon Ads Cl A (JD)	0.0	$107k		3.1k	34.98	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$107k	+2%	742.00	144.40	View chart
Argenx Se Sponsored Adr (ARGX)	0.0	$107k		145.00	737.56	View chart
McKesson Corporation (MCK)	0.0	$107k	-3%	138.00	772.54	View chart
Travelers Companies (TRV)	0.0	$106k	+31%	380.00	279.22	View chart
Xpeng Ads (XPEV)	0.0	$103k		4.4k	23.42	View chart
Atlassian Corporation Cl A (TEAM)	0.0	$103k		643.00	159.70	View chart
Union Pacific Corporation (UNP)	0.0	$103k		434.00	236.17	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$102k	+81%	487.00	209.29	View chart
Advisorshares Tr Vice E T F (VICE)	0.0	$101k		2.8k	35.74	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$101k	-3%	1.0k	96.51	View chart
Boeing Company (BA)	0.0	$100k		464.00	215.83	View chart
Parker-Hannifin Corporation (PH)	0.0	$98k		129.00	760.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$98k	+3%	333.00	293.41	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$96k		560.00	170.85	View chart
Trane Technologies SHS (TT)	0.0	$95k		225.00	421.96	View chart
Otter Tail Corporation (OTTR)	0.0	$95k	+11%	1.2k	81.97	View chart
Wells Fargo & Company (WFC)	0.0	$94k	-5%	1.1k	83.84	View chart
Lowe's Companies (LOW)	0.0	$93k		370.00	251.31	View chart
Nice Sponsored Adr (NICE)	0.0	$92k		635.00	144.82	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.0	$91k		961.00	94.31	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$91k		1.7k	53.87	View chart
Kinder Morgan (KMI)	0.0	$90k		3.2k	28.31	View chart
Enbridge (ENB)	0.0	$89k		1.8k	50.46	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.0	$88k	-4%	1.5k	56.95	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.0	$87k	+43%	2.2k	39.54	View chart

Past Filings by Financial Perspectives

SEC 13F filings are viewable for Financial Perspectives going back to 2023

Financial Perspectives 2025 Q3 filed Oct. 22, 2025
Financial Perspectives 2025 Q2 filed July 30, 2025
Financial Perspectives 2025 Q1 filed April 18, 2025
Financial Perspectives 2024 Q4 filed Feb. 3, 2025
Financial Perspectives 2024 Q3 filed Oct. 17, 2024
Financial Perspectives 2024 Q2 filed Aug. 9, 2024
Financial Perspectives 2024 Q1 filed April 19, 2024
Financial Perspectives 2023 Q4 filed Feb. 1, 2024
Financial Perspectives 2019 Q4 filed Jan. 10, 2024
Financial Perspectives 2020 Q1 filed Jan. 10, 2024
Financial Perspectives 2020 Q2 filed Jan. 10, 2024
Financial Perspectives 2020 Q3 filed Jan. 10, 2024
Financial Perspectives 2020 Q4 filed Jan. 10, 2024
Financial Perspectives 2021 Q1 filed Jan. 10, 2024
Financial Perspectives 2021 Q2 filed Jan. 10, 2024
Financial Perspectives 2021 Q3 filed Jan. 10, 2024

View all past filings

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