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Financial Perspectives

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

Top 5 stock holdings are VGT, MDT, VYM, AAPL, MSFT, and represent 25.86% of Financial Perspectives's stock portfolio.
Added to shares of these 10 stocks: VYMI, IVW, IVV, FSTA, NOW, CGGO, CNQ, DGRO, NET, BN.
Started 33 new stock positions in FTMN, FYX, SVOL, IUSB, TLT, SOLS, FEX, CGNG, SGOV, SDVY.
Reduced shares in these 10 stocks: MO, CAT, GIS, META, SRDX, GM, AVGO, VIG, BSX, XOM.
Sold out of its positions in AGNC, AMLP, MSOS, ALE, AVNS, BCE, BODI, Biovie, BXSL, Bright Health Group Ord.
Financial Perspectives was a net buyer of stock by $4.9M.
Financial Perspectives has $371M in assets under management (AUM), dropping by 2.93%.
Central Index Key (CIK): 0002003287

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Portfolio Holdings for Financial Perspectives

Financial Perspectives holds 714 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Financial Perspectives has 714 total positions. Only the first 250 positions are shown.

Sign up to view all of the Financial Perspectives Dec. 31, 2025 positions
Download the Financial Perspectives December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Inf Tech Etf (VGT)	5.6	$21M		28k	753.77	View chart
Medtronic SHS (MDT)	5.6	$21M		217k	96.06	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	5.6	$21M		144k	143.52	View chart
Apple (AAPL)	4.7	$17M		64k	271.86	View chart
Microsoft Corporation (MSFT)	4.3	$16M		33k	483.62	View chart
Boston Scientific Corporation (BSX)	3.5	$13M		135k	95.35	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.3	$12M	+3%	99k	123.26	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	3.2	$12M	+7%	134k	90.00	View chart
Broadcom (AVGO)	3.0	$11M		33k	346.10	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	2.7	$10M		34k	303.89	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.7	$10M		46k	219.78	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.7	$10M	+2%	109k	91.45	View chart
Ishares Tr Core High Dv Etf (HDV)	2.4	$9.0M		74k	121.61	View chart
Alphabet Cap Stk Cl C (GOOG)	2.3	$8.7M		28k	313.80	View chart
NVIDIA Corporation (NVDA)	2.3	$8.4M		45k	186.50	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.8	$6.5M	+2%	29k	224.67	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	1.7	$6.4M	+5%	130k	49.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$5.1M	+8%	7.5k	684.94	View chart
Amazon (AMZN)	1.4	$5.1M		22k	230.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$4.8M		7.1k	681.88	View chart
Ishares Tr Core Div Grwth (DGRO)	1.3	$4.8M	+5%	69k	69.42	View chart
Tesla Motors (TSLA)	1.0	$3.9M	+4%	8.6k	449.71	View chart
JPMorgan Chase & Co. (JPM)	0.9	$3.4M		11k	322.23	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.8	$3.0M		19k	160.97	View chart
Abbvie (ABBV)	0.8	$3.0M		13k	228.50	View chart
Vanguard World Consum Stp Etf (VDC)	0.8	$3.0M	+5%	14k	211.24	View chart
Meta Platforms Cl A (META)	0.8	$2.9M	-6%	4.4k	660.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$2.8M		4.5k	627.18	View chart
MercadoLibre (MELI)	0.7	$2.7M		1.3k	2013.51	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$2.6M		13k	199.69	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$2.4M		48k	50.59	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.6	$2.4M		61k	39.45	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.6	$2.4M	+15%	69k	34.65	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.6	$2.3M	+3%	52k	44.47	View chart
3M Company (MMM)	0.6	$2.2M	-2%	14k	160.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$2.1M	+4%	3.4k	614.27	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.5	$2.0M		1.9k	1069.74	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$1.8M		67k	27.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$1.7M	+7%	3.6k	473.25	View chart
Sea Sponsord Ads (SE)	0.5	$1.7M		13k	127.57	View chart
Johnson & Johnson (JNJ)	0.5	$1.7M		8.1k	206.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.5M		3.0k	502.65	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.4M	+10%	7.5k	190.98	View chart
UnitedHealth (UNH)	0.4	$1.4M	-3%	4.3k	330.09	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.4	$1.4M		57k	24.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.2M		3.9k	313.01	View chart
Micron Technology (MU)	0.3	$1.2M		4.3k	285.43	View chart
Amgen (AMGN)	0.3	$1.2M		3.7k	327.34	View chart
Canadian Natural Resources (CNQ)	0.3	$1.1M	+29%	34k	33.85	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.3	$1.1M		11k	101.59	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$1.1M		24k	45.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.1M		17k	62.47	View chart
Us Bancorp Del Com New (USB)	0.3	$1.1M		20k	53.36	View chart
Abbott Laboratories (ABT)	0.3	$1.1M		8.6k	125.29	View chart
Costco Wholesale Corporation (COST)	0.3	$1.0M	+3%	1.2k	862.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.0M		4.2k	246.18	View chart
Gilead Sciences (GILD)	0.3	$989k		8.1k	122.74	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$970k		2.7k	360.13	View chart
Vanguard World Health Car Etf (VHT)	0.3	$955k		3.3k	287.81	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.3	$952k	-5%	9.8k	96.84	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$901k	+3%	2.3k	393.98	View chart
Oracle Corporation (ORCL)	0.2	$884k		4.5k	194.93	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$856k	+21%	20k	43.64	View chart
Hdfc Bank Sponsored Ads (HDB)	0.2	$845k	+7%	23k	36.54	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$835k	+9%	5.9k	141.07	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$811k		9.2k	88.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$800k		2.4k	335.23	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$786k	+11%	11k	71.41	View chart
Vanguard World Energy Etf (VDE)	0.2	$784k	-7%	6.2k	125.93	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$767k		1.6k	487.88	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$727k	+10%	8.1k	89.47	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$718k		14k	52.62	View chart
Eli Lilly & Co. (LLY)	0.2	$693k	-4%	645.00	1074.68	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$668k	+36%	5.9k	113.92	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$665k	+25%	8.0k	82.73	View chart
Mastercard Incorporated Cl A (MA)	0.2	$655k		1.1k	570.68	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$643k	+49%	14k	45.89	View chart
Walt Disney Company (DIS)	0.2	$635k		5.6k	113.77	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.2	$632k		38k	16.74	View chart
General Mills (GIS)	0.2	$627k	-26%	14k	46.50	View chart
Intuitive Surgical Com New (ISRG)	0.2	$618k		1.1k	566.36	View chart
Home Depot (HD)	0.2	$605k		1.8k	344.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$590k	+3%	4.9k	120.17	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.2	$575k		13k	45.40	View chart
Rubrik Cl A (RBRK)	0.2	$574k		7.5k	76.48	View chart
Novo-nordisk A S Adr (NVO)	0.2	$573k		11k	50.88	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$560k	+14%	15k	38.17	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$558k	+52%	21k	26.52	View chart
Honeywell International (HON)	0.1	$556k		2.9k	195.10	View chart
Sempra Energy (SRE)	0.1	$544k	-2%	6.2k	88.28	View chart
Ge Aerospace Com New (GE)	0.1	$524k		1.7k	308.00	View chart
Advanced Micro Devices (AMD)	0.1	$523k		2.4k	214.16	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$517k		7.7k	67.22	View chart
Vale S A Sponsored Ads (VALE)	0.1	$512k		39k	13.03	View chart
Mongodb Cl A (MDB)	0.1	$492k	+68%	1.2k	419.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$474k	+2%	7.2k	66.00	View chart
Comcast Corp Cl A (CMCSA)	0.1	$473k		16k	29.89	View chart
Visa Com Cl A (V)	0.1	$470k		1.3k	350.81	View chart
Wal-Mart Stores (WMT)	0.1	$464k		4.2k	111.40	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$463k		5.6k	82.77	View chart
Palantir Technologies Cl A (PLTR)	0.1	$458k	-3%	2.6k	177.75	View chart
Pfizer (PFE)	0.1	$457k		18k	24.90	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$457k		12k	37.78	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$457k	+3%	8.5k	53.76	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$440k		7.0k	63.01	View chart
Wisdomtree Tr Europe Smcp Dv (DFE)	0.1	$433k		6.0k	71.84	View chart
At&t (T)	0.1	$429k	-4%	17k	24.84	View chart
Servicenow (NOW)	0.1	$417k	+400%	2.7k	153.19	View chart
Carrier Global Corporation (CARR)	0.1	$414k		7.8k	52.84	View chart
Waste Management (WM)	0.1	$407k		1.9k	219.71	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$401k		4.6k	86.25	View chart
Cloudflare Cl A Com (NET)	0.1	$400k	+160%	2.0k	197.15	View chart
Bank of America Corporation (BAC)	0.1	$398k		7.2k	55.00	View chart
Exxon Mobil Corporation (XOM)	0.1	$378k	-19%	3.1k	120.34	View chart
Caterpillar (CAT)	0.1	$371k	-43%	648.00	572.87	View chart
Target Corporation (TGT)	0.1	$371k	+7%	3.8k	97.76	View chart
Deere & Company (DE)	0.1	$369k		793.00	465.57	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$361k		5.4k	66.52	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$354k	+40%	16k	22.64	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$351k		11k	31.21	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$347k		2.1k	167.97	View chart
Qualcomm (QCOM)	0.1	$334k		2.0k	171.02	View chart
Blackrock (BLK)	0.1	$334k		312.00	1070.32	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$333k		3.5k	96.02	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$332k	+5%	838.00	396.31	View chart
Ecolab (ECL)	0.1	$324k	+48%	1.2k	262.41	View chart
McDonald's Corporation (MCD)	0.1	$314k		1.0k	305.64	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$305k		2.2k	136.97	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$305k		1.0k	302.15	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$303k		5.3k	56.69	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$293k	+14%	8.3k	35.33	View chart
Associated Banc- (ASB)	0.1	$286k		11k	25.76	View chart
Snowflake Com Shs (SNOW)	0.1	$281k		1.3k	219.36	View chart
Cisco Systems (CSCO)	0.1	$281k	-7%	3.6k	77.04	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$279k	+95%	6.2k	44.71	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$277k	+27%	3.6k	76.23	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$275k		2.4k	113.73	View chart
S&p Global (SPGI)	0.1	$271k		519.00	523.01	View chart
Chevron Corporation (CVX)	0.1	$270k		1.8k	152.38	View chart
Thermo Fisher Scientific (TMO)	0.1	$266k		460.00	578.90	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$265k		2.5k	105.01	View chart
Constellation Energy (CEG)	0.1	$265k		750.00	353.27	View chart
Netease Sponsored Ads (NTES)	0.1	$251k		1.8k	137.58	View chart
Applied Materials (AMAT)	0.1	$245k		952.00	257.08	View chart
Novartis Sponsored Adr (NVS)	0.1	$245k		1.8k	137.87	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$243k	+8%	3.0k	81.17	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$242k		6.7k	36.23	View chart
Pepsi (PEP)	0.1	$235k		1.6k	143.51	View chart
Ge Vernova (GEV)	0.1	$228k		348.00	653.99	View chart
Ubs Group SHS (UBS)	0.1	$227k		4.9k	46.31	View chart
Pagseguro Digital Com Cl A (PAGS)	0.1	$227k		24k	9.64	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$215k		770.00	279.14	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.1	$214k		6.2k	34.74	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$214k		3.7k	57.24	View chart
Uber Technologies (UBER)	0.1	$208k		2.5k	81.71	View chart
Capital Group International SHS (CGIE)	0.1	$205k	+22%	5.9k	34.82	View chart
Stoneco Com Cl A (STNE)	0.1	$202k		14k	14.79	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$202k		4.0k	49.84	View chart
Solventum Corp Com Shs (SOLV)	0.1	$200k		2.5k	79.24	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$197k		3.9k	50.29	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$196k		607.00	322.99	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$191k	+24%	7.0k	27.38	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$189k	+2%	11k	17.35	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$185k		3.5k	52.88	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$181k		1.8k	102.54	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$180k		2.6k	69.41	View chart
Beone Medicines Sponsored Ads (ONC)	0.0	$179k		588.00	303.81	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.0	$179k	+43%	6.5k	27.62	View chart
DTE Energy Company (DTE)	0.0	$177k		1.4k	128.96	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$175k		824.00	211.96	View chart
Astrazeneca Sponsored Adr	0.0	$171k		1.9k	91.94	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$169k	-17%	3.3k	50.58	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$167k		1.1k	146.64	View chart
Iron Mountain (IRM)	0.0	$166k		2.0k	82.95	View chart
Ameriprise Financial (AMP)	0.0	$166k		338.00	489.97	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$165k		929.00	177.33	View chart
Intel Corporation (INTC)	0.0	$164k		4.4k	36.90	View chart
Insulet Corporation (PODD)	0.0	$163k		572.00	284.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.0	$158k		2.1k	74.78	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$157k		1.1k	148.66	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.0	$155k	-4%	1.0k	147.74	View chart
Verizon Communications (VZ)	0.0	$155k	-3%	3.8k	40.73	View chart
Vanguard World Utilities Etf (VPU)	0.0	$153k		828.00	185.04	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$152k	+21%	1.6k	96.90	View chart
Archer Daniels Midland Company (ADM)	0.0	$150k		2.6k	57.49	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$150k		1.4k	108.62	View chart
Block Cl A (XYZ)	0.0	$150k		2.3k	65.09	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$149k		193.00	771.87	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.0	$148k		4.2k	35.15	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$148k		2.0k	75.43	View chart
East West Ban (EWBC)	0.0	$146k		1.3k	112.39	View chart
Airbnb Com Cl A (ABNB)	0.0	$145k		1.1k	135.72	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$145k	+22%	2.0k	73.55	View chart
Kkr & Co (KKR)	0.0	$143k		1.1k	127.48	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$142k		954.00	149.02	View chart
Wec Energy Group (WEC)	0.0	$141k		1.3k	105.46	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$141k	+5%	1.9k	74.27	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$140k		1.1k	128.81	View chart
Coca-Cola Company (KO)	0.0	$139k		2.0k	69.90	View chart
Merck & Co (MRK)	0.0	$139k		1.3k	105.24	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC)	0.0	$139k		3.6k	38.34	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$138k		4.7k	29.55	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$137k		1.8k	77.66	View chart
O'reilly Automotive (ORLY)	0.0	$137k		1.5k	91.21	View chart
Palo Alto Networks (PANW)	0.0	$135k		732.00	184.20	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$133k	+14%	1.4k	94.14	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$127k		2.4k	52.44	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$125k		1.6k	79.83	View chart
Nextera Energy (NEE)	0.0	$123k	-28%	1.5k	80.30	View chart
Argenx Se Sponsored Adr (ARGX)	0.0	$122k		145.00	840.95	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$120k	+17%	572.00	209.26	View chart
Procter & Gamble Company (PG)	0.0	$120k		835.00	143.34	View chart
Royal Caribbean Cruises (RCL)	0.0	$119k		425.00	278.95	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$118k	-5%	700.00	168.81	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$117k	+16%	1.2k	96.23	View chart
Atlassian Corporation Cl A (TEAM)	0.0	$116k	+11%	718.00	162.14	View chart
Coinbase Global Com Cl A (COIN)	0.0	$116k		513.00	226.14	View chart
Ubiquiti (UI)	0.0	$114k		206.00	553.40	View chart
Parker-Hannifin Corporation (PH)	0.0	$114k		129.00	882.18	View chart
Realty Income (O)	0.0	$113k		2.0k	56.37	View chart
McKesson Corporation (MCK)	0.0	$113k		138.00	820.29	View chart
Flutter Entmt SHS (FLUT)	0.0	$111k		517.00	215.04	View chart
Travelers Companies (TRV)	0.0	$110k		380.00	290.06	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$105k	+8%	362.00	290.31	View chart
Cigna Corp (CI)	0.0	$105k		380.00	275.24	View chart
Wells Fargo & Company (WFC)	0.0	$104k		1.1k	93.24	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$101k	NEW	1.0k	100.36	View chart
Boeing Company (BA)	0.0	$101k		464.00	217.12	View chart
Union Pacific Corporation (UNP)	0.0	$101k		435.00	231.39	View chart
Incyte Corporation (INCY)	0.0	$99k		1.0k	98.77	View chart
Linde SHS (LIN)	0.0	$96k		226.00	426.39	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$96k	-29%	1.3k	76.92	View chart
Otter Tail Corporation (OTTR)	0.0	$93k		1.2k	80.81	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$92k		1.7k	54.77	View chart
Spdr Series Trust State Street Spd (SLYG)	0.0	$91k		961.00	94.19	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$90k		1.4k	62.13	View chart
Lowe's Companies (LOW)	0.0	$89k		370.00	241.16	View chart
Advisorshares Tr Vice E T F (VICE)	0.0	$89k		2.8k	31.75	View chart
Xpeng Ads (XPEV)	0.0	$89k		4.4k	20.28	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.0	$89k		2.2k	40.24	View chart
Jd.com Spon Ads Cl A (JD)	0.0	$88k		3.1k	28.70	View chart
Kinder Morgan (KMI)	0.0	$88k		3.2k	27.49	View chart
Trane Technologies SHS (TT)	0.0	$88k		225.00	389.20	View chart
salesforce (CRM)	0.0	$87k		327.00	265.17	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$86k		560.00	154.14	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$86k		3.0k	28.82	View chart
American Express Company (AXP)	0.0	$86k		232.00	369.43	View chart
Enbridge (ENB)	0.0	$84k		1.8k	47.83	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$84k		597.00	141.23	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$84k		3.1k	26.89	View chart

Past Filings by Financial Perspectives

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

Financial Perspectives 2025 Q4 filed Jan. 28, 2026
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

View all past filings

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