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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, VYM, AAPL, MSFT, MDT, and represent 25.14% of Financial Perspectives's stock portfolio.
Added to shares of these 10 stocks: SHY, JPST, SCHD, IVW, IVV, META, VYM, TEVA, ACWX, BSX.
Started 11 new stock positions in AAXJ, CGHY, XOM, INIO, TOPT, SHYM, SHY, TEVA, MBGL, CGGG. LHX.
Reduced shares in these 10 stocks: VIGI, MDT, SMH, Teva Pharmaceutical Industries, RBRK, , VIG, VOO, HDV, AAPL.
Sold out of its positions in VICE, APOG, DOW, Exxon Mobil Corporation, IIM, IQI, Teva Pharmaceutical Industries, VNT, SW.
Financial Perspectives was a net buyer of stock by $7.6M.
Financial Perspectives has $431M in assets under management (AUM), dropping by 4.84%.
Central Index Key (CIK): 0002003287

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Portfolio Holdings for Financial Perspectives

Financial Perspectives holds 730 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Financial Perspectives has 730 total positions. Only the first 250 positions are shown.

Sign up to view all of the Financial Perspectives Sept. 30, 2026 positions
Download the Financial Perspectives September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Inf Tech Etf (VGT)	6.5	$28M		222k	125.67	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	5.4	$23M	+2%	150k	155.20	View chart
Apple (AAPL)	4.9	$21M		64k	333.02	View chart
Microsoft Corporation (MSFT)	4.2	$18M		35k	512.90	View chart
Medtronic SHS (MDT)	4.1	$18M	-2%	206k	86.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.5	$15M	+3%	105k	142.26	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	3.4	$15M	+2%	147k	101.13	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	3.4	$15M		32k	456.19	View chart
Broadcom (AVGO)	2.5	$11M		30k	351.19	View chart
NVIDIA Corporation (NVDA)	2.4	$10M		45k	228.38	View chart
Ishares Tr Core High Dv Etf (HDV)	2.4	$10M	-2%	367k	27.96	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.4	$10M	-2%	44k	233.31	View chart
Alphabet Cap Stk Cl C (GOOG)	2.3	$10M	+2%	29k	340.74	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.3	$9.8M	-5%	104k	94.42	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	2.1	$8.9M		30k	300.06	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	1.7	$7.3M	+3%	144k	50.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$6.8M	+8%	8.9k	765.82	View chart
Boston Scientific Corporation (BSX)	1.5	$6.4M	+5%	147k	43.65	View chart
Amazon (AMZN)	1.4	$6.2M	+2%	25k	249.15	View chart
Ishares Tr Core Div Grwth (DGRO)	1.3	$5.7M	+2%	76k	75.39	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$5.5M		7.2k	762.58	View chart
Meta Platforms Cl A (META)	1.1	$4.7M	+12%	6.4k	725.20	View chart
Micron Technology (MU)	0.9	$4.0M	+2%	3.7k	1065.22	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.9	$3.8M	+6%	96k	39.78	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$3.7M	+18%	114k	32.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$3.7M	-5%	5.2k	700.83	View chart
JPMorgan Chase & Co. (JPM)	0.8	$3.5M		11k	330.83	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$3.4M		13k	264.89	View chart
MercadoLibre (MELI)	0.8	$3.4M	+9%	2.0k	1728.10	View chart
Vanguard World Consum Stp Etf (VDC)	0.8	$3.4M	+5%	16k	218.20	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.8	$3.4M		23k	148.30	View chart
Abbvie (ABBV)	0.8	$3.3M	-4%	13k	261.59	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.7	$3.2M		1.7k	1811.53	View chart
Tesla Motors (TSLA)	0.7	$3.1M		8.9k	354.81	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.6	$2.7M		57k	47.43	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.6	$2.7M		63k	42.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$2.6M		3.5k	739.78	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$2.4M	+34%	48k	50.37	View chart
Canadian Natural Resources (CNQ)	0.5	$2.3M		50k	47.07	View chart
3M Company (MMM)	0.5	$2.3M		14k	164.14	View chart
Johnson & Johnson (JNJ)	0.5	$2.2M	+3%	8.3k	264.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$2.1M	+3%	17k	125.26	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.4	$1.9M		56k	33.90	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.4	$1.7M	+2%	7.9k	216.09	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.5M		3.0k	497.95	View chart
Advanced Micro Devices (AMD)	0.3	$1.5M		2.5k	611.76	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$1.5M		21k	70.61	View chart
UnitedHealth (UNH)	0.3	$1.5M	-7%	4.0k	367.08	View chart
Amgen (AMGN)	0.3	$1.4M	-8%	3.4k	421.54	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.4M	+5%	4.1k	344.12	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$1.3M		24k	53.75	View chart
Sea Sponsord Ads (SE)	0.3	$1.3M		13k	97.36	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$1.3M	+16%	16k	79.14	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.3M		4.6k	277.86	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$1.2M	-24%	2.0k	609.00	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$1.2M	+3%	7.7k	157.85	View chart
Gilead Sciences (GILD)	0.3	$1.2M		8.1k	149.05	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.3	$1.2M		11k	114.15	View chart
Us Bancorp Com New (USB)	0.3	$1.2M		20k	57.76	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.3	$1.1M		3.0k	374.21	View chart
Costco Wholesale Corporation (COST)	0.3	$1.1M		1.2k	909.99	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.3	$1.1M	-2%	9.6k	112.82	View chart
Ubiquiti (UI)	0.2	$1.1M	+33%	1.9k	567.55	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$1.1M	+16%	11k	94.48	View chart
Vanguard World Energy Etf (VDE)	0.2	$1.1M	-2%	6.1k	172.16	View chart
Vanguard World Health Car Etf (VHT)	0.2	$1.0M		3.3k	316.06	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$1.0M	+36%	41k	24.98	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.2	$1.0M		21k	48.85	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$925k	+3%	2.5k	364.69	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$913k	+4%	7.6k	119.83	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$903k	+5%	9.3k	96.88	View chart
Uber Technologies (UBER)	0.2	$873k	+25%	13k	68.51	View chart
Abbott Laboratories (ABT)	0.2	$868k	+2%	8.8k	98.83	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.2	$867k	+50%	13k	65.43	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.2	$866k		9.6k	90.11	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$822k		9.2k	89.63	View chart
Eli Lilly & Co. (LLY)	0.2	$776k	+4%	671.00	1157.08	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$758k	NEW	9.3k	81.20	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$750k		14k	55.03	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.2	$728k		58k	12.66	View chart
Cloudflare Cl A Com (NET)	0.2	$704k		2.0k	347.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$694k		5.1k	136.05	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$683k	+3%	16k	43.32	View chart
Comcast Corp Cl A (CMCSA)	0.1	$631k	+18%	29k	21.76	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$623k		7.7k	81.16	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.1	$623k	+5%	14k	44.95	View chart
Oracle Corporation (ORCL)	0.1	$622k		4.5k	137.31	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$615k		6.7k	91.12	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$607k	+6%	17k	36.75	View chart
Intel Corporation (INTC)	0.1	$607k	-2%	5.0k	120.22	View chart
Walt Disney Company (DIS)	0.1	$606k		5.8k	104.91	View chart
Target Corporation (TGT)	0.1	$594k		3.8k	156.71	View chart
Ge Aerospace Com New (GE)	0.1	$548k	+4%	1.8k	312.32	View chart
Deere & Company (DE)	0.1	$531k		790.00	671.55	View chart
Vale S A Sponsored Ads (VALE)	0.1	$530k		40k	13.41	View chart
Caterpillar (CAT)	0.1	$525k		648.00	810.79	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$523k	+53%	25k	21.17	View chart
Hdfc Bank Sponsored Ads (HDB)	0.1	$517k		23k	22.34	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$516k		7.2k	71.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$512k		8.6k	59.31	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$511k		14k	36.46	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$508k	+130%	6.1k	82.97	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$508k		5.7k	88.75	View chart
Wal-Mart Stores (WMT)	0.1	$500k	+4%	4.8k	103.91	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$493k	+26%	8.0k	61.50	View chart
Visa Com Cl A (V)	0.1	$492k		1.4k	359.20	View chart
Palantir Technologies Cl A (PLTR)	0.1	$486k		2.6k	187.05	View chart
Mastercard Incorporated Cl A (MA)	0.1	$485k	+3%	880.00	551.32	View chart
Sempra Energy (SRE)	0.1	$480k		6.2k	77.96	View chart
Home Depot (HD)	0.1	$478k	-10%	1.7k	284.48	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$464k	+761%	6.1k	75.63	View chart
Wisdomtree Tr Europe Smcp Dv (DFE)	0.1	$459k		6.2k	74.46	View chart
General Mills (GIS)	0.1	$454k	+4%	14k	32.16	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.1	$452k		13k	35.61	View chart
Teva Pharmaceutical Inds SHS (TEVA)	0.1	$446k	NEW	11k	39.60	View chart
Intuitive Surgical Com New (ISRG)	0.1	$444k		1.1k	406.63	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$437k		7.0k	62.34	View chart
Cisco Systems (CSCO)	0.1	$437k	+19%	4.1k	107.64	View chart
Pfizer (PFE)	0.1	$436k	-17%	15k	28.52	View chart
Snowflake Com Shs (SNOW)	0.1	$435k		1.3k	339.56	View chart
Carrier Global Corporation (CARR)	0.1	$430k		7.8k	54.86	View chart
At&t (T)	0.1	$428k		18k	24.40	View chart
Novo-nordisk A S Adr (NVO)	0.1	$427k		11k	37.91	View chart
Ecolab (ECL)	0.1	$419k	+23%	1.5k	274.58	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$418k		5.5k	76.31	View chart
Mongodb Cl A (MDB)	0.1	$409k		1.2k	348.61	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$402k		2.1k	193.72	View chart
Applied Materials (AMAT)	0.1	$399k	-7%	779.00	511.60	View chart
Bank of America Corporation (BAC)	0.1	$392k		7.2k	54.43	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$386k	+44%	15k	26.23	View chart
Qualcomm (QCOM)	0.1	$386k		2.1k	184.03	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$385k	+10%	12k	31.40	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$375k		2.5k	148.23	View chart
Servicenow (NOW)	0.1	$365k		2.7k	134.01	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$364k		3.5k	103.90	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.1	$364k		1.1k	337.96	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$359k	+90%	1.6k	228.32	View chart
Blackrock (BLK)	0.1	$354k	+7%	334.00	1059.54	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$329k		4.2k	78.10	View chart
Zoom Communications Cl A (ZM)	0.1	$328k	+19%	3.6k	90.77	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$327k		5.4k	60.73	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$319k		838.00	380.84	View chart
Honeywell International (HON)	0.1	$317k		1.5k	210.95	View chart
McDonald's Corporation (MCD)	0.1	$307k	+12%	1.3k	230.95	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$307k		2.2k	137.71	View chart
Associated Banc- (ASB)	0.1	$298k		10k	28.65	View chart
Palo Alto Networks (PANW)	0.1	$291k		732.00	397.31	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$290k		4.1k	70.15	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.1	$278k	NEW	1.7k	162.76	View chart
Thermo Fisher Scientific (TMO)	0.1	$277k	-10%	410.00	674.61	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$268k	+712%	5.1k	52.86	View chart
Strategy Cl A New (MSTR)	0.1	$266k	+18%	1.7k	153.09	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$264k		3.6k	72.64	View chart
Ge Vernova (GEV)	0.1	$263k		276.00	951.49	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$262k		2.0k	128.12	View chart
Novartis Sponsored Adr (NVS)	0.1	$253k		1.8k	142.57	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$250k		7.1k	35.23	View chart
Ubs Group SHS (UBS)	0.1	$236k		4.9k	48.13	View chart
Capital Group International SHS (CGIE)	0.1	$231k		6.3k	36.70	View chart
Pepsi (PEP)	0.1	$227k	+9%	1.8k	126.70	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	0.1	$225k		770.00	292.10	View chart
Honeywell Aerospace (HONA)	0.1	$224k	-2%	1.4k	154.97	View chart
Iron Mountain (IRM)	0.1	$222k		2.0k	110.95	View chart
Netease Sponsored Ads (NTES)	0.1	$221k		1.8k	121.13	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$220k		616.00	357.18	View chart
S&p Global (SPGI)	0.1	$220k	+7%	558.00	394.13	View chart
Brookfield Infrastructure Pa Lp Int Unit (BIP)	0.1	$219k		6.2k	35.55	View chart
Delta Air Lines Com New (DAL)	0.1	$216k		2.6k	83.45	View chart
Beone Medicines Sponsored Ads (ONC)	0.0	$215k		588.00	365.94	View chart
Merck & Co (MRK)	0.0	$213k		1.5k	145.29	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$213k		3.8k	56.23	View chart
Constellation Energy (CEG)	0.0	$211k	+10%	830.00	254.02	View chart
Pagseguro Digital Com Cl A (PAGS)	0.0	$210k		24k	8.90	View chart
Solventum Corp Com Shs (SOLV)	0.0	$208k	-10%	2.4k	88.15	View chart
Archer Daniels Midland Company (ADM)	0.0	$207k		2.6k	79.38	View chart
Coca-Cola Company (KO)	0.0	$203k		2.4k	86.09	View chart
Waste Management (WM)	0.0	$201k		987.00	203.92	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$200k		4.0k	49.55	View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE)	0.0	$197k	+22%	1.0k	195.49	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$197k		1.8k	110.26	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.0	$193k		7.4k	25.94	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.0	$193k	+95%	4.3k	44.50	View chart
Procter & Gamble Company (PG)	0.0	$193k	+22%	1.3k	145.29	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$186k		3.9k	47.36	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$184k	+3%	792.00	231.77	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.0	$182k		4.2k	43.13	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$182k	+23%	1.9k	93.87	View chart
Boeing Company (BA)	0.0	$179k		964.00	186.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$177k		1.1k	166.23	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$172k		3.4k	50.40	View chart
Airbnb Com Cl A (ABNB)	0.0	$172k		1.1k	160.65	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$171k		1.6k	109.60	View chart
Travelers Companies (TRV)	0.0	$171k		480.00	356.51	View chart
Block Cl A (XYZ)	0.0	$169k		2.3k	73.53	View chart
DTE Energy Company (DTE)	0.0	$169k		1.4k	121.82	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$167k		2.0k	84.95	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$167k	+89%	3.9k	43.30	View chart
Verizon Communications (VZ)	0.0	$167k	-10%	3.6k	45.88	View chart
Ameriprise Financial (AMP)	0.0	$166k		338.00	492.29	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$166k		11k	15.26	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$164k		2.0k	81.69	View chart
East West Ban (EWBC)	0.0	$161k		1.3k	123.93	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$160k		1.1k	146.20	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$159k		955.00	166.75	View chart
Ark Etf Tr Next Gen Tech (ARKW)	0.0	$153k	-8%	955.00	160.17	View chart
Wec Energy Group (WEC)	0.0	$152k	+12%	1.5k	100.78	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$151k		1.6k	97.47	View chart
Astrazeneca Ord (AZN)	0.0	$151k		932.00	161.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.0	$148k		2.1k	70.10	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.0	$146k		4.3k	34.29	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$143k		1.4k	103.78	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$143k		189.00	758.27	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$142k		1.8k	80.58	View chart
Vanguard World Utilities Etf (VPU)	0.0	$142k		828.00	171.00	View chart
Linde SHS (LIN)	0.0	$142k	+31%	298.00	475.05	View chart
Argenx Se Sponsored Adr (ARGX)	0.0	$139k		145.00	958.91	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$138k	-6%	656.00	210.53	View chart
Nextera Energy (NEE)	0.0	$137k	+26%	1.8k	75.74	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$134k		2.4k	55.32	View chart
Lam Research Corp Com New (LRCX)	0.0	$132k	+16%	401.00	328.40	View chart
Stoneco Com Cl A (STNE)	0.0	$132k		14k	9.34	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$130k		1.2k	106.71	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$129k	+6%	2.4k	53.40	View chart
O'reilly Automotive (ORLY)	0.0	$128k		1.5k	85.41	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$127k		611.00	207.18	View chart
Royalty Pharma Shs Class A (RPRX)	0.0	$126k		2.2k	58.36	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.0	$125k	+2%	1.6k	78.41	View chart
Chevron Corporation (CVX)	0.0	$125k	+11%	611.00	204.08	View chart
Parker-Hannifin Corporation (PH)	0.0	$124k		129.00	958.91	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$123k		1.1k	107.51	View chart
Incyte Corporation (INCY)	0.0	$121k		1.0k	121.35	View chart
Nike CL B (NKE)	0.0	$120k	+427%	3.4k	35.41	View chart
Union Pacific Corporation (UNP)	0.0	$120k		439.00	272.29	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$119k	+300%	448.00	264.75	View chart
Manulife Finl Corp (MFC)	0.0	$116k		2.7k	42.59	View chart
McKesson Corporation (MCK)	0.0	$114k		134.00	853.81	View chart
Royal Caribbean Cruises (RCL)	0.0	$113k		425.00	265.89	View chart
Realty Income (O)	0.0	$109k		2.0k	54.30	View chart
Illumina (ILMN)	0.0	$107k		392.00	273.68	View chart
Emerson Electric (EMR)	0.0	$105k	+68%	675.00	155.11	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.0	$105k	-31%	1.0k	100.68	View chart
Cigna Corp (CI)	0.0	$103k		380.00	271.92	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$103k	-7%	1.2k	89.07	View chart
Kkr & Co (KKR)	0.0	$102k		1.1k	91.30	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC)	0.0	$102k		3.6k	28.22	View chart
Trane Technologies SHS (TT)	0.0	$102k		225.00	451.98	View chart
Otter Tail Corporation (OTTR)	0.0	$102k		1.2k	88.04	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$99k		614.00	160.35	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.0	$98k	+4%	344.00	284.58	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.0	$97k		2.4k	40.38	View chart

Past Filings by Financial Perspectives

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

Financial Perspectives 2026 Q3 filed Nov. 3, 2026
Financial Perspectives 2026 Q2 filed July 24, 2026
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

View all past filings

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