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Financial Perspectives

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

Top 5 stock holdings are VYM, VGT, MDT, AAPL, VYMI, and represent 25.00% of Financial Perspectives's stock portfolio.
Added to shares of these 10 stocks: SCHD, AAPL, DGRO, KXI, VYMI, CGGO, SCHY, FSTA, MU, VEA.
Started 14 new stock positions in VRTX, KXI, NUDV, AZN, WAT, TOPT, PENN, BBUC, SIVR, VSNT. SCHY, GRO, ITA, PIPR.
Reduced shares in these 10 stocks: JPST, XOM, ASML, AstraZeneca, CVX, TSM, SVOL, GEV, IETC, IJS.
Sold out of its positions in ALEX, AstraZeneca, Brookfield Business-cl A, CGC, Ceridian Hcm Hldg, EXACT Sciences Corporation, Frontier Communications Pare, Piper Jaffray Companies, SVOL, SSKN. Tegna, Brookfield Business Partners unit.
Financial Perspectives was a net buyer of stock by $5.2M.
Financial Perspectives has $358M in assets under management (AUM), dropping by -3.50%.
Central Index Key (CIK): 0002003287

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Portfolio Holdings for Financial Perspectives

Financial Perspectives holds 716 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Financial Perspectives has 716 total positions. Only the first 250 positions are shown.

Sign up to view all of the Financial Perspectives March 31, 2026 positions
Download the Financial Perspectives March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Whitehall Fds High Div Yld (VYM)	6.0	$22M		145k	148.10	View chart
Vanguard World Inf Tech Etf (VGT)	5.4	$20M		28k	697.72	View chart
Medtronic SHS (MDT)	5.3	$19M		219k	86.65	View chart
Apple (AAPL)	4.6	$17M	+2%	66k	253.79	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	3.6	$13M	+2%	138k	94.24	View chart
Microsoft Corporation (MSFT)	3.5	$12M		33k	370.17	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	3.1	$11M		33k	337.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.1	$11M		99k	113.11	View chart
Ishares Tr Core High Dv Etf (HDV)	2.8	$10M		75k	135.72	View chart
Broadcom (AVGO)	2.8	$10M		32k	309.51	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.8	$9.9M		46k	215.06	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.7	$9.8M		110k	88.46	View chart
Boston Scientific Corporation (BSX)	2.4	$8.4M		135k	62.75	View chart
Alphabet Cap Stk Cl C (GOOG)	2.2	$7.9M		28k	286.86	View chart
NVIDIA Corporation (NVDA)	2.2	$7.9M		45k	174.40	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	2.0	$7.1M	+4%	136k	52.33	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.7	$6.1M		29k	208.05	View chart
Ishares Tr Core Div Grwth (DGRO)	1.5	$5.3M	+8%	75k	70.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$5.0M	+2%	7.7k	653.17	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$4.7M		7.2k	650.38	View chart
Amazon (AMZN)	1.3	$4.6M		22k	208.27	View chart
Vanguard World Consum Stp Etf (VDC)	0.9	$3.3M	+2%	15k	224.59	View chart
Tesla Motors (TSLA)	0.9	$3.2M		8.6k	371.74	View chart
JPMorgan Chase & Co. (JPM)	0.9	$3.1M		11k	294.15	View chart
Abbvie (ABBV)	0.8	$2.9M		13k	217.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$2.7M		4.6k	597.51	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.7	$2.6M	+14%	79k	33.37	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.7	$2.6M		62k	42.56	View chart
Meta Platforms Cl A (META)	0.7	$2.5M		4.4k	572.07	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$2.5M	+20%	80k	30.68	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$2.3M		13k	181.42	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.6	$2.3M	-7%	1.8k	1320.74	View chart
MercadoLibre (MELI)	0.6	$2.3M		1.3k	1728.38	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.6	$2.2M		19k	118.62	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.6	$2.2M	+4%	54k	40.19	View chart
3M Company (MMM)	0.6	$2.0M	+2%	14k	145.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$2.0M		3.5k	577.26	View chart
Johnson & Johnson (JNJ)	0.5	$2.0M		8.0k	244.43	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.5	$1.9M		57k	34.02	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$1.8M	-25%	36k	50.61	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$1.7M	+7%	3.9k	426.40	View chart
Micron Technology (MU)	0.5	$1.7M	+15%	4.9k	337.84	View chart
Canadian Natural Resources (CNQ)	0.5	$1.6M		34k	48.73	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.5M		7.6k	196.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.4M		3.0k	479.20	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.3M	+18%	21k	64.08	View chart
Amgen (AMGN)	0.4	$1.3M		3.7k	351.85	View chart
Costco Wholesale Corporation (COST)	0.3	$1.2M	+4%	1.3k	996.59	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$1.2M		24k	48.93	View chart
UnitedHealth (UNH)	0.3	$1.2M		4.3k	270.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.1M		3.9k	287.53	View chart
Gilead Sciences (GILD)	0.3	$1.1M		8.1k	139.37	View chart
Sea Sponsord Ads (SE)	0.3	$1.1M		13k	82.81	View chart
Vanguard World Energy Etf (VDE)	0.3	$1.1M		6.2k	173.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.1M	+4%	4.3k	247.98	View chart
Us Bancorp Com New (USB)	0.3	$1.0M		20k	52.01	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$1.0M		2.7k	383.40	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$925k	+13%	6.7k	138.32	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.3	$921k		9.8k	93.66	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.3	$914k	-4%	10k	88.38	View chart
Vanguard World Health Car Etf (VHT)	0.3	$904k		3.3k	272.37	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$899k	+9%	12k	74.35	View chart
Abbott Laboratories (ABT)	0.2	$880k		8.6k	102.67	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$851k	+2%	20k	42.54	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$831k		2.3k	359.05	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$813k		9.2k	88.70	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$791k	+3%	2.5k	320.80	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$780k		14k	57.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$764k	+3%	8.4k	90.54	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$717k	+6%	8.6k	83.43	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$716k	+9%	6.4k	111.38	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$687k		1.6k	436.84	View chart
Honeywell International (HON)	0.2	$677k	+5%	3.0k	226.04	View chart
Oracle Corporation (ORCL)	0.2	$667k		4.5k	147.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$629k	+3%	5.1k	124.31	View chart
Vale S A Sponsored Ads (VALE)	0.2	$628k		40k	15.91	View chart
Home Depot (HD)	0.2	$623k	+7%	1.9k	328.83	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$616k	+45%	6.7k	91.37	View chart
Sempra Energy (SRE)	0.2	$599k		6.2k	97.17	View chart
Eli Lilly & Co. (LLY)	0.2	$590k		641.00	919.77	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$576k	+4%	22k	26.26	View chart
Hdfc Bank Sponsored Ads (HDB)	0.2	$575k		23k	24.88	View chart
Wal-Mart Stores (WMT)	0.2	$574k	+10%	4.6k	124.27	View chart
Mastercard Incorporated Cl A (MA)	0.2	$573k		1.1k	499.51	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$567k		14k	40.47	View chart
Walt Disney Company (DIS)	0.2	$557k	+3%	5.8k	96.38	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$550k	+3%	15k	36.27	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.2	$542k		38k	14.37	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$533k		7.6k	69.75	View chart
Pfizer (PFE)	0.1	$522k		19k	28.08	View chart
At&t (T)	0.1	$506k		17k	28.99	View chart
Intuitive Surgical Com New (ISRG)	0.1	$503k		1.1k	460.99	View chart
General Mills (GIS)	0.1	$503k		14k	37.22	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.1	$501k		13k	39.52	View chart
Advanced Micro Devices (AMD)	0.1	$500k		2.5k	203.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$486k		7.2k	67.53	View chart
Ge Aerospace Com New (GE)	0.1	$482k		1.7k	283.79	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$470k		5.6k	83.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$467k		8.6k	54.05	View chart
Target Corporation (TGT)	0.1	$466k		3.8k	121.21	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$460k		12k	38.00	View chart
Caterpillar (CAT)	0.1	$459k		648.00	708.46	View chart
Comcast Corp Cl A (CMCSA)	0.1	$455k		16k	28.71	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$448k		7.0k	63.94	View chart
Deere & Company (DE)	0.1	$445k		790.00	563.30	View chart
Carrier Global Corporation (CARR)	0.1	$441k		7.8k	56.31	View chart
Wisdomtree Tr Europe Smcp Dv (DFE)	0.1	$433k		6.0k	71.74	View chart
Waste Management (WM)	0.1	$426k		1.9k	229.79	View chart
Cloudflare Cl A Com (NET)	0.1	$419k		2.0k	206.34	View chart
Novo-nordisk A S Adr (NVO)	0.1	$414k		11k	36.75	View chart
Visa Com Cl A (V)	0.1	$405k		1.3k	302.33	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$385k		6.3k	61.26	View chart
Palantir Technologies Cl A (PLTR)	0.1	$380k		2.6k	146.28	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$380k		5.4k	69.71	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.1	$378k	NEW	5.6k	67.01	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$376k	+42%	4.3k	88.16	View chart
Rubrik Cl A (RBRK)	0.1	$368k		7.5k	48.97	View chart
McDonald's Corporation (MCD)	0.1	$366k	+14%	1.2k	310.80	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$361k		838.00	430.29	View chart
Bank of America Corporation (BAC)	0.1	$352k		7.2k	48.75	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$350k		16k	22.34	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$339k		11k	30.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$337k		3.5k	97.12	View chart
Ecolab (ECL)	0.1	$329k		1.2k	266.09	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$325k	+6%	1.1k	302.25	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$322k	+13%	9.4k	34.41	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$321k		2.1k	155.13	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$315k	NEW	9.9k	31.66	View chart
Exxon Mobil Corporation (XOM)	0.1	$314k	-41%	1.9k	169.69	View chart
Blackrock (BLK)	0.1	$300k		312.00	962.06	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$296k		5.4k	55.24	View chart
Applied Materials (AMAT)	0.1	$287k	-11%	839.00	341.92	View chart
Mongodb Cl A (MDB)	0.1	$287k		1.2k	244.77	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$285k		2.2k	128.14	View chart
Servicenow (NOW)	0.1	$285k		2.7k	104.55	View chart
Cisco Systems (CSCO)	0.1	$283k		3.6k	77.60	View chart
Associated Banc- (ASB)	0.1	$283k		11k	25.86	View chart
Novartis Sponsored Adr (NVS)	0.1	$271k		1.8k	152.75	View chart
Qualcomm (QCOM)	0.1	$271k	+7%	2.1k	128.79	View chart
Pepsi (PEP)	0.1	$254k		1.6k	155.28	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$253k		2.5k	99.98	View chart
Ge Vernova (GEV)	0.1	$246k	-18%	282.00	873.73	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$242k	+37%	8.9k	27.23	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$242k	-15%	2.0k	118.43	View chart
Intel Corporation (INTC)	0.1	$240k	+22%	5.4k	44.13	View chart
Pagseguro Digital Com Cl A (PAGS)	0.1	$236k		24k	10.02	View chart
Thermo Fisher Scientific (TMO)	0.1	$226k		460.00	491.12	View chart
Brookfield Infrastructure Pa Lp Int Unit (BIP)	0.1	$222k		6.2k	36.12	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$222k		6.7k	33.22	View chart
S&p Global (SPGI)	0.1	$221k		519.00	425.71	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$215k		3.6k	59.03	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$214k		3.8k	56.68	View chart
Capital Group International SHS (CGIE)	0.1	$211k	+5%	6.2k	33.82	View chart
Constellation Energy (CEG)	0.1	$209k		750.00	279.25	View chart
Verizon Communications (VZ)	0.1	$206k	+8%	4.1k	50.20	View chart
Iron Mountain (IRM)	0.1	$204k		2.0k	102.14	View chart
Netease Sponsored Ads (NTES)	0.1	$204k		1.8k	111.91	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$202k	+6%	7.4k	27.15	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$201k		4.0k	49.78	View chart
DTE Energy Company (DTE)	0.1	$201k		1.4k	146.22	View chart
Chevron Corporation (CVX)	0.1	$199k	-45%	960.00	206.81	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$198k		770.00	257.35	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$196k		3.9k	49.89	View chart
Snowflake Com Shs (SNOW)	0.1	$193k		1.3k	150.82	View chart
Stoneco Com Cl A (STNE)	0.1	$193k		14k	14.12	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$193k		615.00	313.88	View chart
Boeing Company (BA)	0.1	$192k	+107%	964.00	199.03	View chart
Ubs Group SHS (UBS)	0.1	$191k		4.9k	39.07	View chart
Archer Daniels Midland Company (ADM)	0.1	$190k		2.6k	72.69	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$185k		3.5k	52.56	View chart
Astrazeneca Ord (AZN)	0.1	$184k	NEW	932.00	197.25	View chart
Uber Technologies (UBER)	0.1	$183k		2.5k	71.93	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$181k		1.8k	102.24	View chart
Coca-Cola Company (KO)	0.0	$179k	+18%	2.4k	76.04	View chart
Merck & Co (MRK)	0.0	$177k	+11%	1.5k	120.27	View chart
Beone Medicines Sponsored Ads (ONC)	0.0	$175k		588.00	296.97	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$174k		825.00	211.25	View chart
Delta Air Lines Com New (DAL)	0.0	$172k		2.6k	66.48	View chart
Solventum Corp Com Shs (SOLV)	0.0	$172k	+3%	2.6k	65.30	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.0	$171k		2.1k	81.11	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$170k		11k	15.65	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$170k		3.4k	50.62	View chart
Vanguard World Utilities Etf (VPU)	0.0	$164k		828.00	198.14	View chart
Ubiquiti (UI)	0.0	$163k		206.00	790.37	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$162k	+9%	2.2k	75.11	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$157k		1.6k	100.65	View chart
Procter & Gamble Company (PG)	0.0	$157k	+29%	1.1k	144.50	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$157k	+33%	761.00	205.81	View chart
Wec Energy Group (WEC)	0.0	$155k		1.3k	115.77	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$152k	+49%	1.5k	100.65	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$151k		2.0k	77.09	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$151k	-11%	820.00	184.23	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$151k		1.1k	142.43	View chart
Ameriprise Financial (AMP)	0.0	$150k		338.00	444.15	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.0	$149k		4.2k	35.37	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$148k		191.00	772.64	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$145k		1.8k	81.96	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC)	0.0	$144k		3.6k	39.83	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$143k		1.1k	125.51	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$142k		1.4k	103.10	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$142k	+8%	1.5k	92.73	View chart
Nextera Energy (NEE)	0.0	$141k		1.5k	92.90	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$141k	+5%	2.0k	70.35	View chart
Travelers Companies (TRV)	0.0	$140k	+26%	480.00	291.68	View chart
East West Ban (EWBC)	0.0	$139k		1.3k	106.76	View chart
O'reilly Automotive (ORLY)	0.0	$139k		1.5k	92.31	View chart
Block Cl A (XYZ)	0.0	$138k		2.3k	60.18	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.0	$137k		4.7k	29.49	View chart
Airbnb Com Cl A (ABNB)	0.0	$135k		1.1k	126.28	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$135k		954.00	141.48	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$134k	NEW	611.00	218.75	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$132k		1.1k	121.14	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.0	$126k		1.0k	120.61	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$123k		1.6k	78.78	View chart
Realty Income (O)	0.0	$123k		2.0k	61.18	View chart
Insulet Corporation (PODD)	0.0	$120k		572.00	209.84	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$118k		700.00	168.90	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$118k		1.2k	97.23	View chart
Palo Alto Networks (PANW)	0.0	$117k		732.00	160.32	View chart
Royal Caribbean Cruises (RCL)	0.0	$117k		425.00	275.21	View chart
McKesson Corporation (MCK)	0.0	$117k	-2%	135.00	865.36	View chart
Parker-Hannifin Corporation (PH)	0.0	$116k		129.00	898.52	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$115k		2.4k	47.57	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$112k	+8%	391.00	286.85	View chart
Linde SHS (LIN)	0.0	$112k		226.00	495.76	View chart
Kinder Morgan (KMI)	0.0	$107k		3.2k	33.53	View chart
Union Pacific Corporation (UNP)	0.0	$106k		437.00	242.40	View chart
Argenx Se Sponsored Adr (ARGX)	0.0	$106k		145.00	730.25	View chart
Kkr & Co (KKR)	0.0	$104k		1.1k	92.50	View chart
Royalty Pharma Shs Class A (RPRX)	0.0	$103k		2.2k	47.97	View chart
Cigna Corp (CI)	0.0	$101k		380.00	266.78	View chart
Otter Tail Corporation (OTTR)	0.0	$101k		1.2k	87.77	View chart
Raytheon Technologies Corp (RTX)	0.0	$99k	+41%	512.00	192.90	View chart
Enbridge (ENB)	0.0	$96k		1.8k	54.14	View chart
Incyte Corporation (INCY)	0.0	$94k		1.0k	94.12	View chart
Trane Technologies SHS (TT)	0.0	$94k		225.00	416.74	View chart
Spdr Series Trust State Street Spd (SLYG)	0.0	$93k		961.00	96.62	View chart
Jd.com Spon Ads Cl A (JD)	0.0	$91k		3.1k	29.57	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$90k		4.9k	18.29	View chart
Coinbase Global Com Cl A (COIN)	0.0	$90k		513.00	174.61	View chart
Advisorshares Tr Vice E T F (VICE)	0.0	$89k		2.8k	31.73	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$88k	+2%	611.00	144.73	View chart
Stride (LRN)	0.0	$88k		994.00	88.17	View chart
Bunge Global Sa Com Shs (BG)	0.0	$87k		685.00	127.20	View chart
Dt Midstream Common Stock (DTM)	0.0	$86k		641.00	134.64	View chart
Lowe's Companies (LOW)	0.0	$86k		365.00	236.28	View chart
Wells Fargo & Company (WFC)	0.0	$86k	-2%	1.1k	79.58	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.0	$85k	+172%	3.4k	25.32	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.0	$85k		2.2k	38.43	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.0	$85k		3.2k	26.91	View chart

Past Filings by Financial Perspectives

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

Financial Perspectives 2026 Q1 filed May 11, 2026
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

View all past filings

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