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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, VYM, AAPL, MSFT, VGT, and represent 27.73% of Financial Perspectives's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$5.9M), VIG, NVDA, VYM, DGRO, SCHD, HDB, CNQ, VDC, FSTA.
Started 15 new stock positions in CGMS, Te Connectivity, SSKN, ETHE, Grayscale Ethereum Mini Tr E, SNCY, Fidelity Ethereum Fund Etf, MMC, Smurfit WestRock, DLN. FUN, VOOG, Grayscale Bitcoin Mini Trust BTC, Brookfield Wealth Sol Ltd Cl A Exchangeab, Biovie.
Reduced shares in these 10 stocks: MDT, VGT, MMM, IVW, BSX, JPST, UNH, VYMI, AXON, .
Sold out of its positions in BIMI, BIVI, Cedar Fair, CHK, MPW, ROKU, TRP, TRVN, WRK, BNRE. TEL.
Financial Perspectives was a net buyer of stock by $6.5M.
Financial Perspectives has $289M in assets under management (AUM), dropping by 6.53%.
Central Index Key (CIK): 0002003287

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Portfolio Holdings for Financial Perspectives

Financial Perspectives holds 685 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Financial Perspectives has 685 total positions. Only the first 250 positions are shown.

Sign up to view all of the Financial Perspectives Sept. 30, 2024 positions
Download the Financial Perspectives September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Medtronic SHS (MDT)	6.9	$20M	-4%	222k	90.03	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	6.0	$17M		136k	128.20	View chart
Apple (AAPL)	5.2	$15M		64k	233.00	View chart
Microsoft Corporation (MSFT)	4.9	$14M		33k	430.31	View chart
Vanguard World Inf Tech Etf (VGT)	4.7	$14M	-3%	23k	586.51	View chart
Boston Scientific Corporation (BSX)	4.3	$12M		146k	83.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.2	$9.2M	+6%	47k	198.06	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.1	$8.9M		93k	95.75	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	3.0	$8.7M		99k	88.28	View chart
Ishares Tr Core High Dv Etf (HDV)	2.8	$8.1M		69k	117.62	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	2.5	$7.1M		97k	73.42	View chart
Broadcom (AVGO)	2.3	$6.6M	+839%	38k	172.50	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	1.9	$5.5M		108k	51.05	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	1.9	$5.4M		31k	173.67	View chart
NVIDIA Corporation (NVDA)	1.9	$5.4M	+9%	45k	121.44	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.7	$4.8M		28k	174.50	View chart
Alphabet Cap Stk Cl C (GOOG)	1.6	$4.6M		27k	167.19	View chart
Amazon (AMZN)	1.3	$3.8M		21k	186.33	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$3.6M		6.3k	573.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$3.5M		6.1k	576.83	View chart
Ishares Tr Core Div Grwth (DGRO)	1.1	$3.2M	+6%	50k	62.69	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$3.1M		5.8k	527.63	View chart
MercadoLibre (MELI)	1.0	$2.9M		1.4k	2051.26	View chart
UnitedHealth (UNH)	0.8	$2.4M	-3%	4.2k	584.69	View chart
Abbvie (ABBV)	0.8	$2.4M		12k	197.48	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.8	$2.3M	-6%	46k	50.74	View chart
Vanguard World Consum Stp Etf (VDC)	0.8	$2.3M	+4%	10k	218.48	View chart
Meta Platforms Cl A (META)	0.8	$2.3M		4.0k	572.50	View chart
Tesla Motors (TSLA)	0.7	$2.0M		7.8k	261.63	View chart
JPMorgan Chase & Co. (JPM)	0.7	$1.9M		9.1k	210.87	View chart
3M Company (MMM)	0.7	$1.9M	-9%	14k	136.70	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.6	$1.9M		62k	30.23	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$1.8M		12k	151.62	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.6	$1.7M		48k	34.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$1.5M		3.0k	488.06	View chart
Shopify Cl A (SHOP)	0.5	$1.5M		18k	80.14	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.5	$1.4M		1.6k	833.21	View chart
General Mills (GIS)	0.5	$1.3M	+2%	18k	73.85	View chart
Novo-nordisk A S Adr (NVO)	0.5	$1.3M		11k	119.06	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.5	$1.3M		55k	24.08	View chart
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC)	0.4	$1.3M		29k	43.43	View chart
Johnson & Johnson (JNJ)	0.4	$1.3M		7.8k	162.05	View chart
Sea Sponsord Ads (SE)	0.4	$1.3M		13k	94.28	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.4	$1.2M	+2%	39k	30.15	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.2M		3.2k	375.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.2M		2.5k	460.26	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.2M		6.6k	174.58	View chart
Amgen (AMGN)	0.4	$1.1M		3.5k	322.19	View chart
Abbott Laboratories (ABT)	0.3	$965k		8.5k	114.01	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$906k		24k	37.37	View chart
Us Bancorp Del Com New (USB)	0.3	$905k		20k	45.73	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$889k		9.1k	97.42	View chart
Vanguard World Health Car Etf (VHT)	0.3	$882k	+6%	3.1k	282.17	View chart
Vanguard World Energy Etf (VDE)	0.3	$848k		6.9k	122.47	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.3	$826k		11k	78.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$821k		16k	52.81	View chart
Home Depot (HD)	0.2	$709k		1.8k	405.09	View chart
Costco Wholesale Corporation (COST)	0.2	$687k		775.00	886.93	View chart
Gilead Sciences (GILD)	0.2	$675k		8.1k	83.84	View chart
Oracle Corporation (ORCL)	0.2	$668k		3.9k	170.41	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$661k		2.7k	245.45	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$659k	-2%	2.3k	283.16	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$641k		14k	46.97	View chart
Exxon Mobil Corporation (XOM)	0.2	$616k		5.3k	117.22	View chart
Hdfc Bank Sponsored Ads (HDB)	0.2	$613k	+29%	9.8k	62.56	View chart
Comcast Corp Cl A (CMCSA)	0.2	$610k		15k	41.77	View chart
Honeywell International (HON)	0.2	$607k		2.9k	206.69	View chart
Mastercard Incorporated Cl A (MA)	0.2	$569k	-2%	1.2k	493.97	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$567k	+34%	6.7k	84.53	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$559k	+6%	2.5k	220.86	View chart
Pfizer (PFE)	0.2	$552k		19k	28.94	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$550k	+9%	1.6k	340.56	View chart
Canadian Natural Resources (CNQ)	0.2	$538k	+26%	16k	33.21	View chart
Intuitive Surgical Com New (ISRG)	0.2	$536k		1.1k	491.27	View chart
Sempra Energy (SRE)	0.2	$512k		6.1k	83.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$508k		4.3k	116.95	View chart
Walt Disney Company (DIS)	0.2	$506k		5.3k	96.18	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$505k		9.5k	53.15	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$504k		1.3k	384.07	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$492k		3.0k	165.87	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$488k		8.5k	57.41	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.2	$462k	+5%	5.8k	80.30	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$461k		8.0k	57.53	View chart
Target Corporation (TGT)	0.2	$441k		2.8k	155.83	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.2	$438k		7.2k	61.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$435k	+10%	5.6k	78.06	View chart
Carrier Global Corporation (CARR)	0.2	$434k	+7%	5.4k	80.50	View chart
Servicenow (NOW)	0.2	$433k		484.00	894.39	View chart
Vale S A Sponsored Ads (VALE)	0.1	$422k	+20%	36k	11.68	View chart
Altria (MO)	0.1	$420k		8.2k	51.04	View chart
At&t (T)	0.1	$411k		19k	22.00	View chart
Caterpillar (CAT)	0.1	$410k		1.0k	391.12	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$398k	-4%	3.7k	107.65	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$384k		28k	13.65	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$381k		8.0k	47.85	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$376k	-5%	4.9k	76.71	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$375k		5.0k	74.60	View chart
Wisdomtree Tr Europe Smcp Dv (DFE)	0.1	$367k		5.8k	63.50	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$364k	+2%	11k	32.17	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.1	$362k	+6%	4.8k	76.02	View chart
Wal-Mart Stores (WMT)	0.1	$361k		4.5k	80.75	View chart
Advanced Micro Devices (AMD)	0.1	$356k	+3%	2.2k	164.08	View chart
Qualcomm (QCOM)	0.1	$336k		2.0k	170.01	View chart
Visa Com Cl A (V)	0.1	$334k		1.2k	275.00	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$334k	+9%	2.8k	119.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$331k		5.3k	62.33	View chart
Eli Lilly & Co. (LLY)	0.1	$322k		363.00	885.94	View chart
Micron Technology (MU)	0.1	$320k	+2%	3.1k	103.71	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.1	$318k		3.7k	85.12	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$317k	+9%	8.7k	36.44	View chart
Cisco Systems (CSCO)	0.1	$316k	-5%	5.9k	53.22	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$314k		5.4k	58.32	View chart
Bank of America Corporation (BAC)	0.1	$313k	-4%	7.9k	39.68	View chart
Chevron Corporation (CVX)	0.1	$307k		2.1k	147.24	View chart
McDonald's Corporation (MCD)	0.1	$288k		946.00	304.43	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$285k		2.7k	107.65	View chart
BlackRock (BLK)	0.1	$285k		300.00	948.23	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$276k		3.1k	87.80	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$274k		2.1k	131.93	View chart
S&p Global (SPGI)	0.1	$268k		519.00	516.91	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$268k		5.6k	47.53	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$266k		2.3k	117.31	View chart
Centerspace (CSR)	0.1	$264k		3.8k	70.47	View chart
Brookfield Infrast Partners Lp Int Unit (BIP)	0.1	$261k		7.4k	35.04	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$254k		3.0k	83.63	View chart
Associated Banc- (ASB)	0.1	$253k		12k	21.54	View chart
Ge Aerospace Com New (GE)	0.1	$247k		1.3k	188.64	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$238k		4.7k	51.12	View chart
Iron Mountain (IRM)	0.1	$238k		2.0k	118.83	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.1	$236k	+29%	7.4k	32.09	View chart
SurModics (SRDX)	0.1	$233k		6.0k	38.78	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$230k		4.4k	52.66	View chart
Pepsi (PEP)	0.1	$221k		1.3k	170.05	View chart
Solventum Corp Com Shs (SOLV)	0.1	$216k	-12%	3.1k	69.72	View chart
Humana (HUM)	0.1	$214k		676.00	316.86	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$207k		3.5k	59.50	View chart
Novartis Sponsored Adr (NVS)	0.1	$204k	+47%	1.8k	115.02	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$203k		11k	18.02	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$198k		812.00	243.47	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$197k		3.9k	50.73	View chart
Ecolab (ECL)	0.1	$195k		765.00	255.25	View chart
Beigene Sponsored Adr (BGNE)	0.1	$195k		869.00	224.51	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$194k		798.00	243.06	View chart
Applied Materials (AMAT)	0.1	$192k		952.00	202.12	View chart
Mongodb Cl A (MDB)	0.1	$188k		697.00	270.35	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$183k		174.00	1051.24	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$178k	+9%	5.5k	32.15	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.1	$176k		2.9k	60.92	View chart
Pagseguro Digital Com Cl A (PAGS)	0.1	$176k		21k	8.61	View chart
DTE Energy Company (DTE)	0.1	$172k		1.3k	128.44	View chart
Netease Sponsored Ads (NTES)	0.1	$170k		1.8k	93.48	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$169k		6.3k	26.97	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$166k		1.7k	95.49	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$163k		574.00	284.15	View chart
Verizon Communications (VZ)	0.1	$163k	-19%	3.6k	44.91	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.1	$160k		5.4k	29.82	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$159k		951.00	167.63	View chart
Stoneco Com Cl A (STNE)	0.1	$158k		14k	11.26	View chart
Archer Daniels Midland Company (ADM)	0.1	$156k		2.6k	59.74	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.1	$156k	-14%	6.1k	25.60	View chart
Intel Corporation (INTC)	0.1	$155k		6.6k	23.46	View chart
Huntington Bancshares Incorporated (HBAN)	0.1	$155k		11k	14.70	View chart
Block Cl A (SQ)	0.1	$154k		2.3k	67.13	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$154k		1.9k	82.55	View chart
Ubs Group SHS (UBS)	0.1	$151k		4.9k	30.91	View chart
Snowflake Cl A (SNOW)	0.1	$151k		1.3k	114.86	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.1	$150k		1.4k	109.31	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$146k	+4%	1.8k	82.98	View chart
Alps Etf Tr Oshs Gbl Inter (OGIG)	0.1	$145k		3.5k	41.80	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.1	$145k		2.1k	68.70	View chart
Merck & Co (MRK)	0.1	$145k		1.3k	113.56	View chart
Vanguard World Utilities Etf (VPU)	0.0	$144k		828.00	174.05	View chart
Waste Management (WM)	0.0	$143k		687.00	207.60	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$139k		1.8k	77.90	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$138k		2.5k	55.53	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$137k		2.8k	49.70	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.0	$136k	+125%	5.1k	26.95	View chart
Airbnb Com Cl A (ABNB)	0.0	$136k		1.1k	126.81	View chart
Xcel Energy (XEL)	0.0	$134k		2.0k	65.31	View chart
Insulet Corporation (PODD)	0.0	$133k		572.00	232.75	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$132k		1.1k	125.61	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$131k		2.6k	50.80	View chart
Thermo Fisher Scientific (TMO)	0.0	$130k		209.00	619.44	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.0	$129k		5.6k	23.12	View chart
Wec Energy Group (WEC)	0.0	$129k		1.3k	96.18	View chart
Realty Income (O)	0.0	$128k		2.0k	63.42	View chart
Unity Software (U)	0.0	$128k		5.6k	22.62	View chart
Wolfspeed (WOLF)	0.0	$126k	+20%	13k	9.70	View chart
Palo Alto Networks (PANW)	0.0	$125k		366.00	341.80	View chart
Nextera Energy (NEE)	0.0	$123k		1.5k	84.53	View chart
Jd.com Spon Ads Cl A (JD)	0.0	$123k		3.1k	40.00	View chart
Flutter Entmt SHS (FLUT)	0.0	$123k		517.00	237.28	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$122k		1.9k	64.76	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$120k		953.00	126.23	View chart
Brookfield Renewable Corp Cl A Sub Vtg (BEPC)	0.0	$118k		3.6k	32.66	View chart
Procter & Gamble Company (PG)	0.0	$117k		677.00	173.12	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$116k		434.00	267.08	View chart
O'reilly Automotive (ORLY)	0.0	$115k		100.00	1151.60	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$115k		1.1k	106.12	View chart
Ford Motor Company (F)	0.0	$114k		11k	10.56	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$114k		2.4k	46.98	View chart
General Motors Company (GM)	0.0	$108k		2.4k	44.84	View chart
East West Ban (EWBC)	0.0	$107k		1.3k	82.74	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$107k		475.00	225.83	View chart
Union Pacific Corporation (UNP)	0.0	$105k		428.00	246.37	View chart
Coca-Cola Company (KO)	0.0	$104k		1.4k	71.87	View chart
Constellation Brands Cl A (STZ)	0.0	$103k		400.00	257.69	View chart
Crown Castle Intl (CCI)	0.0	$102k		864.00	118.57	View chart
Atlassian Corporation Cl A (TEAM)	0.0	$102k		643.00	158.81	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$101k		1.4k	72.98	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$101k		1.4k	72.80	View chart
Deere & Company (DE)	0.0	$101k		241.00	417.33	View chart
Nice Sponsored Adr (NICE)	0.0	$99k		569.00	173.72	View chart
Xpeng Ads (XPEV)	0.0	$98k		8.0k	12.18	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$97k	-3%	1.1k	91.89	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$96k		1.1k	88.10	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$94k		477.00	197.03	View chart
Linde SHS (LIN)	0.0	$92k		193.00	476.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$91k	+12%	344.00	264.17	View chart
ON Semiconductor (ON)	0.0	$90k		1.2k	72.61	View chart
Enbridge (ENB)	0.0	$90k		2.2k	40.61	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.0	$90k		961.00	93.11	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$88k		3.0k	29.48	View chart
Lowe's Companies (LOW)	0.0	$88k		325.00	270.85	View chart
Coinbase Global Com Cl A (COIN)	0.0	$88k		493.00	178.17	View chart
Trane Technologies SHS (TT)	0.0	$88k		225.00	388.73	View chart
Paypal Holdings (PYPL)	0.0	$87k		1.1k	78.03	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$86k		795.00	108.74	View chart
Digital Realty Trust (DLR)	0.0	$86k		534.00	161.85	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$86k		560.00	153.13	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$86k		1.4k	59.22	View chart
Stride (LRN)	0.0	$85k		994.00	85.31	View chart
Nxp Semiconductors N V (NXPI)	0.0	$84k		348.00	240.35	View chart
Parker-Hannifin Corporation (PH)	0.0	$82k		130.00	632.95	View chart
Ge Vernova (GEV)	0.0	$82k		322.00	254.98	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$81k		5.5k	14.69	View chart
Otter Tail Corporation (OTTR)	0.0	$81k		1.0k	78.16	View chart
Palantir Technologies Cl A (PLTR)	0.0	$81k		2.2k	37.20	View chart
Illumina (ILMN)	0.0	$79k		607.00	130.41	View chart
Public Storage (PSA)	0.0	$79k		217.00	364.35	View chart
Toronto Dominion Bk Ont Com New (TD)	0.0	$78k		1.2k	63.26	View chart
Adobe Systems Incorporated (ADBE)	0.0	$78k		151.00	518.12	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$78k	+10%	852.00	91.31	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$77k		552.00	139.46	View chart
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM)	0.0	$77k		1.6k	47.30	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$76k		1.7k	45.32	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$76k		519.00	145.61	View chart
Royal Caribbean Cruises (RCL)	0.0	$75k		425.00	177.36	View chart
Hanover Insurance (THG)	0.0	$74k	-24%	500.00	148.11	View chart
CSX Corporation (CSX)	0.0	$71k		2.1k	34.53	View chart

Past Filings by Financial Perspectives

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

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
Financial Perspectives 2021 Q4 filed Jan. 10, 2024
Financial Perspectives 2022 Q1 filed Jan. 10, 2024
Financial Perspectives 2022 Q2 filed Jan. 10, 2024
Financial Perspectives 2022 Q3 filed Jan. 10, 2024

View all past filings

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