Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Financial Perspectives

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

Top 5 stock holdings are VGT, VYM, AAPL, MDT, TSM, and represent 24.52% of Financial Perspectives's stock portfolio.
Added to shares of these 10 stocks: VGT (+$23M), HDV (+$8.2M), IWF, MELI, META, VUG, VOO, MSFT, UI, CNQ.
Started 26 new stock positions in SPCX, CCL, DD, FDXF, ASTS, CRWV, HONA, CGDG, LQD, TMDX.
Reduced shares in these 10 stocks: MU, AVGO, Honeywell International, MDT, TSM, RBRK, AAPL, VIG, WM, MA.
Sold out of its positions in Air Lease Corp, Carnival Corporation, Dupont De Nemours, URA, Honeywell International, Innovator Etfs Tr ibd 50 etf, TOPT, KD, MS, TQQQ. Sun Ctry Airls Hldgs, Thomson Reuters Corp., TWLO, SPCE.
Financial Perspectives was a net buyer of stock by $42M.
Financial Perspectives has $411M in assets under management (AUM), dropping by 14.70%.
Central Index Key (CIK): 0002003287

Tip: Access up to 7 years of quarterly data

Positions held by Financial Perspectives consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Financial Perspectives

Financial Perspectives holds 728 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Financial Perspectives has 728 total positions. Only the first 250 positions are shown.

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

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard World Inf Tech Etf (VGT)	6.5	$27M	+700%	224k	119.52	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	5.7	$23M		147k	158.03	View chart
Apple (AAPL)	4.6	$19M		65k	289.36	View chart
Medtronic SHS (MDT)	4.0	$17M	-3%	212k	78.23	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	3.8	$16M	-2%	33k	477.57	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	3.4	$14M	+4%	144k	98.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.4	$14M		101k	137.53	View chart
Microsoft Corporation (MSFT)	3.2	$13M	+5%	35k	373.02	View chart
Broadcom (AVGO)	2.8	$12M	-5%	31k	377.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.6	$11M	-2%	45k	236.62	View chart
Ishares Tr Core High Dv Etf (HDV)	2.5	$10M	+400%	374k	27.41	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	2.5	$10M		110k	93.38	View chart
Alphabet Cap Stk Cl C (GOOG)	2.5	$10M	+3%	29k	353.33	View chart
NVIDIA Corporation (NVDA)	2.2	$8.9M		45k	200.09	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	2.0	$8.3M		29k	285.58	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	1.8	$7.3M	+2%	140k	52.54	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$6.1M	+6%	8.1k	748.90	View chart
Boston Scientific Corporation (BSX)	1.5	$6.0M	+3%	140k	42.68	View chart
Amazon (AMZN)	1.4	$5.7M	+8%	24k	238.34	View chart
Ishares Tr Core Div Grwth (DGRO)	1.4	$5.6M		74k	75.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$5.4M		7.2k	746.75	View chart
Micron Technology (MU)	1.0	$4.2M	-25%	3.6k	1154.35	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.9	$3.8M	+15%	91k	42.33	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$3.8M	+21%	5.5k	686.84	View chart
Tesla Motors (TSLA)	0.9	$3.7M	+2%	8.9k	420.59	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.9	$3.5M		1.8k	1989.48	View chart
JPMorgan Chase & Co. (JPM)	0.8	$3.5M		11k	327.33	View chart
Vanguard World Consum Stp Etf (VDC)	0.8	$3.3M		15k	225.49	View chart
Abbvie (ABBV)	0.8	$3.3M		13k	251.63	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$3.3M		13k	252.24	View chart
Meta Platforms Cl A (META)	0.8	$3.2M	+29%	5.7k	563.28	View chart
MercadoLibre (MELI)	0.7	$3.1M	+36%	1.8k	1696.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$3.1M	+20%	97k	31.71	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.7	$2.7M	+4%	57k	47.20	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.6	$2.6M	+2%	63k	41.43	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.6	$2.6M	+20%	23k	114.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$2.5M		3.4k	736.51	View chart
3M Company (MMM)	0.5	$2.3M		14k	161.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$2.1M	+323%	17k	124.17	View chart
Johnson & Johnson (JNJ)	0.5	$2.0M		8.0k	253.97	View chart
Canadian Natural Resources (CNQ)	0.5	$2.0M	+48%	50k	39.50	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$1.8M		36k	50.57	View chart
UnitedHealth (UNH)	0.4	$1.8M		4.3k	415.65	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$1.8M		2.7k	655.89	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.7M	+2%	7.8k	217.94	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.4	$1.7M		57k	29.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.5M	+2%	3.0k	500.39	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$1.5M		21k	71.25	View chart
Advanced Micro Devices (AMD)	0.3	$1.4M		2.5k	580.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.4M		3.9k	357.36	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$1.4M	+4%	4.5k	300.46	View chart
Amgen (AMGN)	0.3	$1.3M		3.7k	362.13	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$1.3M		24k	52.76	View chart
Sea Sponsord Ads (SE)	0.3	$1.3M		13k	95.83	View chart
Us Bancorp Com New (USB)	0.3	$1.2M		20k	60.40	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$1.2M	+11%	7.5k	156.94	View chart
Costco Wholesale Corporation (COST)	0.3	$1.2M		1.2k	935.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.1M	+23%	3.0k	370.02	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.3	$1.1M		9.8k	114.88	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.3	$1.1M		10k	107.35	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$1.1M	+15%	14k	76.55	View chart
Gilead Sciences (GILD)	0.2	$1.0M		8.1k	126.34	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.2	$1.0M	+3%	21k	49.28	View chart
Vanguard World Health Car Etf (VHT)	0.2	$993k		3.3k	299.03	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$971k	+5%	2.4k	396.58	View chart
Vanguard World Energy Etf (VDE)	0.2	$938k		6.2k	150.12	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.2	$931k	+12%	9.6k	96.56	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$910k	+13%	7.3k	124.42	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$884k		9.2k	96.43	View chart
Ishares Tr Us Infrastruc (IFRA)	0.2	$860k		14k	63.04	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$857k	+5%	8.9k	96.58	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$824k	+508%	9.6k	86.14	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.2	$792k	+37%	30k	26.18	View chart
Abbott Laboratories (ABT)	0.2	$778k		8.6k	90.74	View chart
Eli Lilly & Co. (LLY)	0.2	$769k		641.00	1199.43	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.2	$769k	+52%	58k	13.36	View chart
Ubiquiti (UI)	0.2	$753k	+583%	1.4k	534.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$752k		5.1k	148.30	View chart
Uber Technologies (UBER)	0.2	$735k	+301%	10k	72.16	View chart
Intel Corporation (INTC)	0.2	$726k	-4%	5.2k	139.63	View chart
Caterpillar (CAT)	0.2	$690k		648.00	1064.90	View chart
Oracle Corporation (ORCL)	0.2	$664k		4.5k	146.56	View chart
Home Depot (HD)	0.2	$659k		1.9k	352.60	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.2	$638k		15k	41.91	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$636k		7.7k	82.84	View chart
Fidelity Covington Trust Enhanced Sml Cap (FESM)	0.2	$634k	+8%	13k	48.29	View chart
Ge Aerospace Com New (GE)	0.2	$628k		1.7k	373.76	View chart
Applied Materials (AMAT)	0.1	$607k		839.00	723.28	View chart
Comcast Corp Cl A (CMCSA)	0.1	$600k	+54%	25k	24.55	View chart
Hdfc Bank Sponsored Ads (HDB)	0.1	$597k		23k	25.83	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.1	$597k		14k	42.59	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.1	$596k	+56%	8.8k	67.53	View chart
Vale S A Sponsored Ads (VALE)	0.1	$593k		40k	15.04	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$592k		6.7k	87.71	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$588k	+65%	16k	37.96	View chart
Carrier Global Corporation (CARR)	0.1	$574k		7.8k	73.35	View chart
Sempra Energy (SRE)	0.1	$571k		6.2k	92.71	View chart
Walt Disney Company (DIS)	0.1	$556k		5.8k	96.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$555k		7.2k	77.10	View chart
Novo-nordisk A S Adr (NVO)	0.1	$540k		11k	47.94	View chart
Wal-Mart Stores (WMT)	0.1	$523k		4.6k	113.25	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$511k		8.6k	59.69	View chart
Target Corporation (TGT)	0.1	$503k		3.8k	130.62	View chart
Deere & Company (DE)	0.1	$501k		790.00	634.33	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$501k		5.7k	87.94	View chart
Cloudflare Cl A Com (NET)	0.1	$497k		2.0k	245.28	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.1	$488k		13k	38.50	View chart
General Mills (GIS)	0.1	$471k		14k	34.80	View chart
Visa Com Cl A (V)	0.1	$470k	+2%	1.4k	343.20	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$461k		7.0k	65.73	View chart
Pfizer (PFE)	0.1	$448k		19k	24.08	View chart
Wisdomtree Tr Europe Smcp Dv (DFE)	0.1	$441k		6.1k	71.97	View chart
Mastercard Incorporated Cl A (MA)	0.1	$437k	-25%	852.00	513.42	View chart
Intuitive Surgical Com New (ISRG)	0.1	$434k		1.1k	397.68	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$414k		5.5k	75.77	View chart
Bank of America Corporation (BAC)	0.1	$410k		7.2k	56.98	View chart
Cisco Systems (CSCO)	0.1	$400k	-6%	3.4k	117.47	View chart
Mongodb Cl A (MDB)	0.1	$394k		1.2k	335.90	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$393k		1.1k	365.61	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$390k		2.1k	188.13	View chart
Qualcomm (QCOM)	0.1	$387k		2.1k	184.75	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$381k		11k	33.88	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$366k		2.5k	144.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$364k		3.5k	103.89	View chart
At&t (T)	0.1	$362k		18k	20.70	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$359k	+2%	16k	22.29	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.1	$352k	+11%	11k	31.73	View chart
Ecolab (ECL)	0.1	$345k		1.2k	278.65	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$336k		6.3k	53.11	View chart
Honeywell International (HON)	0.1	$330k	NEW	1.5k	223.90	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$326k		2.2k	146.44	View chart
Honeywell Aerospace (HONA)	0.1	$326k	NEW	1.5k	221.08	View chart
Snowflake Com Shs (SNOW)	0.1	$326k		1.3k	254.50	View chart
Ge Vernova (GEV)	0.1	$325k	-2%	276.00	1176.05	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$324k		5.4k	60.29	View chart
Associated Banc- (ASB)	0.1	$320k	-4%	10k	30.77	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$318k		4.2k	75.51	View chart
McDonald's Corporation (MCD)	0.1	$318k		1.2k	270.32	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$309k		838.00	368.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$304k	NEW	4.1k	73.41	View chart
Palantir Technologies Cl A (PLTR)	0.1	$303k		2.6k	116.67	View chart
Rubrik Cl A (RBRK)	0.1	$301k	-50%	3.8k	80.28	View chart
Blackrock (BLK)	0.1	$300k		312.00	962.27	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$279k		2.0k	136.71	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$279k	+14%	10k	27.33	View chart
Novartis Sponsored Adr (NVS)	0.1	$278k		1.8k	156.72	View chart
Servicenow (NOW)	0.1	$271k		2.7k	99.28	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.1	$264k	+4%	7.0k	37.94	View chart
Zoom Communications Cl A (ZM)	0.1	$261k	+534%	3.0k	86.31	View chart
Iron Mountain (IRM)	0.1	$253k		2.0k	126.31	View chart
Palo Alto Networks (PANW)	0.1	$250k		732.00	341.02	View chart
Delta Air Lines Com New (DAL)	0.1	$243k		2.6k	93.67	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$243k		616.00	393.87	View chart
Ubs Group SHS (UBS)	0.1	$243k		4.9k	49.56	View chart
Exxon Mobil Corporation (XOM)	0.1	$237k	-6%	1.7k	136.75	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$236k		770.00	306.30	View chart
Netease Sponsored Ads (NTES)	0.1	$233k		1.8k	128.10	View chart
Thermo Fisher Scientific (TMO)	0.1	$231k		460.00	501.00	View chart
Capital Group International SHS (CGIE)	0.1	$229k		6.2k	36.78	View chart
Brookfield Infrastructure Pa Lp Int Unit (BIP)	0.1	$225k		6.2k	36.49	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$223k	+23%	2.7k	83.74	View chart
Pepsi (PEP)	0.1	$222k		1.6k	135.39	View chart
Waste Management (WM)	0.1	$220k	-46%	987.00	222.88	View chart
Pagseguro Digital Com Cl A (PAGS)	0.1	$213k		24k	9.05	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$213k		3.8k	56.48	View chart
S&p Global (SPGI)	0.1	$212k		519.00	407.64	View chart
DTE Energy Company (DTE)	0.1	$210k		1.4k	152.33	View chart
Boeing Company (BA)	0.1	$209k		964.00	216.47	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.0	$204k		7.4k	27.47	View chart
Solventum Corp Com Shs (SOLV)	0.0	$203k		2.6k	77.15	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.0	$201k		4.0k	49.78	View chart
Archer Daniels Midland Company (ADM)	0.0	$199k		2.6k	76.40	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$198k		3.9k	50.58	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$193k		11k	17.73	View chart
Coca-Cola Company (KO)	0.0	$191k		2.4k	81.27	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$189k		768.00	246.29	View chart
Merck & Co (MRK)	0.0	$189k		1.5k	128.48	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$188k		827.00	227.15	View chart
Constellation Energy (CEG)	0.0	$186k		750.00	248.37	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$186k		3.6k	51.05	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.0	$185k		4.2k	43.71	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$184k		1.6k	117.47	View chart
Astrazeneca Ord (AZN)	0.0	$177k		932.00	189.65	View chart
Block Cl A (XYZ)	0.0	$175k		2.3k	76.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$174k		1.1k	164.31	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.0	$171k		2.1k	81.13	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$171k		3.4k	50.59	View chart
Verizon Communications (VZ)	0.0	$171k		4.0k	42.34	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$168k		2.0k	85.48	View chart
Beone Medicines Sponsored Ads (ONC)	0.0	$168k		588.00	284.97	View chart
East West Ban (EWBC)	0.0	$167k		1.3k	129.09	View chart
Vanguard World Utilities Etf (VPU)	0.0	$162k		828.00	195.73	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$162k		820.00	197.55	View chart
Procter & Gamble Company (PG)	0.0	$159k		1.1k	146.61	View chart
Travelers Companies (TRV)	0.0	$159k		480.00	330.12	View chart
Wec Energy Group (WEC)	0.0	$156k		1.3k	116.77	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$156k		955.00	163.60	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$155k		1.1k	142.35	View chart
Ameriprise Financial (AMP)	0.0	$155k		338.00	458.61	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$155k		2.0k	77.23	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$154k		1.6k	98.29	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.0	$153k		1.5k	100.68	View chart
Airbnb Com Cl A (ABNB)	0.0	$153k		1.1k	143.10	View chart
Stoneco Com Cl A (STNE)	0.0	$153k	+2%	14k	10.84	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.0	$152k		1.0k	144.87	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.0	$151k		1.4k	109.54	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.0	$150k	-7%	4.3k	34.62	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$149k		1.5k	96.44	View chart
Lam Research Corp Com New (LRCX)	0.0	$149k		343.00	433.17	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$148k		611.00	242.42	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$147k		1.8k	83.05	View chart
O'reilly Automotive (ORLY)	0.0	$138k		1.5k	92.09	View chart
Royal Caribbean Cruises (RCL)	0.0	$135k		425.00	317.57	View chart
Argenx Se Sponsored Adr (ARGX)	0.0	$135k		145.00	927.77	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC)	0.0	$134k		3.6k	37.12	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$134k		1.2k	110.36	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$133k		700.00	190.25	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$132k		2.4k	54.54	View chart
Strategy Cl A New (MSTR)	0.0	$128k	+172%	1.5k	86.93	View chart
Parker-Hannifin Corporation (PH)	0.0	$127k		129.00	981.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$126k	+299%	1.6k	80.59	View chart
Nextera Energy (NEE)	0.0	$125k	-5%	1.4k	87.77	View chart
Realty Income (O)	0.0	$125k		2.0k	61.96	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$122k	+34%	2.3k	53.61	View chart
Royalty Pharma Shs Class A (RPRX)	0.0	$121k		2.2k	56.07	View chart
Union Pacific Corporation (UNP)	0.0	$119k		438.00	271.94	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$119k		191.00	623.54	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$119k		123.00	965.04	View chart
Linde SHS (LIN)	0.0	$117k		226.00	518.94	View chart
ON Semiconductor (ON)	0.0	$117k		1.2k	94.54	View chart
Incyte Corporation (INCY)	0.0	$113k		1.0k	113.36	View chart
Manulife Finl Corp (MFC)	0.0	$111k	+54%	2.7k	40.51	View chart
Trane Technologies SHS (TT)	0.0	$111k		225.00	491.16	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$109k		1.1k	96.02	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$109k		610.00	178.57	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$105k	+4%	5.1k	20.49	View chart
Cigna Corp (CI)	0.0	$105k		380.00	275.74	View chart
Otter Tail Corporation (OTTR)	0.0	$104k		1.2k	89.98	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.0	$103k	-9%	868.00	119.13	View chart
Kkr & Co (KKR)	0.0	$103k		1.1k	91.78	View chart
Kinder Morgan (KMI)	0.0	$102k		3.2k	31.97	View chart
McKesson Corporation (MCK)	0.0	$102k		135.00	755.60	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$101k		1.3k	80.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$100k	+8%	329.00	303.39	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.0	$99k		2.2k	44.48	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.0	$98k	+484%	2.4k	40.58	View chart
Raytheon Technologies Corp (RTX)	0.0	$97k		512.00	189.73	View chart
Enbridge (ENB)	0.0	$96k		1.8k	54.21	View chart
Dt Midstream Common Stock (DTM)	0.0	$94k		643.00	146.76	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$94k		775.00	121.35	View chart

Past Filings by Financial Perspectives

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

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
Financial Perspectives 2020 Q4 filed Jan. 10, 2024

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z