Financial Perspectives
Latest statistics and disclosures from Financial Perspectives's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MDT, VYM, VGT, AAPL, MSFT, and represent 27.64% of Financial Perspectives's stock portfolio.
- Added to shares of these 10 stocks: VGT, RBRK, SCHD, Brookfield Infrastructure Corp Com Sub Vtg A, MDT, BLK, IVV, MSFT, VYMI, GOOGL.
- Started 61 new stock positions in MSTR, HYI, Brookfield Infrastructure Corp Com Sub Vtg A, Grayscale Bitcoin Mini Trust Etf, SPG, SSNC, Revelyst, ELV, EDD, GILT.
- Reduced shares in these 10 stocks: AVGO, BIPC, VIG, , JPST, ARKW, ARKQ, BSX, BEPC, ARKK.
- Sold out of its positions in ANET, BlackRock, BIPC, BEPC, QNCX, FBND, FGD, Grayscale Ethereum Mini Tr E, Grayscale Bitcoin Mini Trust BTC, HII. Lam Research Corporation, LEG, LAZR, MRO, SPYV, VIOO, VWOB, VSTO, WCLD, LYB.
- Financial Perspectives was a net buyer of stock by $6.9M.
- Financial Perspectives has $298M in assets under management (AUM), dropping by 3.21%.
- Central Index Key (CIK): 0002003287
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Portfolio Holdings for Financial Perspectives
Financial Perspectives holds 726 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Financial Perspectives has 726 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Financial Perspectives Dec. 31, 2024 positions
- Download the Financial Perspectives December 2024 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Medtronic SHS (MDT) | 6.1 | $18M | +2% | 227k | 79.88 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 5.8 | $17M | 136k | 127.59 |
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Vanguard World Inf Tech Etf (VGT) | 5.5 | $17M | +15% | 27k | 621.80 |
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Apple (AAPL) | 5.4 | $16M | 65k | 250.42 |
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Microsoft Corporation (MSFT) | 4.7 | $14M | 34k | 421.50 |
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Boston Scientific Corporation (BSX) | 4.3 | $13M | 145k | 89.32 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 3.2 | $9.5M | 94k | 101.53 |
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Vanguard Specialized Funds Div App Etf (VIG) | 2.9 | $8.6M | -5% | 44k | 195.83 |
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 2.7 | $7.9M | 99k | 79.99 |
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Ishares Tr Core High Dv Etf (HDV) | 2.6 | $7.9M | 70k | 112.26 |
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Broadcom (AVGO) | 2.5 | $7.6M | -14% | 33k | 231.84 |
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Vanguard Whitehall Fds Intl High Etf (VYMI) | 2.3 | $6.8M | +3% | 101k | 67.88 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.1 | $6.2M | 31k | 197.49 |
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NVIDIA Corporation (NVDA) | 2.0 | $6.0M | 45k | 134.29 |
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Fidelity Covington Trust Consmr Staples (FSTA) | 1.8 | $5.5M | +2% | 111k | 49.43 |
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Alphabet Cap Stk Cl C (GOOG) | 1.8 | $5.3M | 28k | 190.44 |
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Fidelity Covington Trust Msci Info Tech I (FTEC) | 1.7 | $5.1M | 28k | 184.88 |
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Amazon (AMZN) | 1.5 | $4.6M | 21k | 219.39 |
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Ishares Tr Core S&p500 Etf (IVV) | 1.3 | $3.8M | +7% | 6.5k | 588.69 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.3 | $3.8M | 6.4k | 586.06 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $3.3M | +3% | 6.1k | 538.78 |
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Ishares Tr Core Div Grwth (DGRO) | 1.1 | $3.2M | +2% | 52k | 61.34 |
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Tesla Motors (TSLA) | 1.1 | $3.2M | 7.8k | 403.83 |
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MercadoLibre (MELI) | 0.8 | $2.4M | 1.4k | 1699.86 |
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Meta Platforms Cl A (META) | 0.8 | $2.4M | +3% | 4.1k | 585.48 |
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Abbvie (ABBV) | 0.8 | $2.3M | +7% | 13k | 177.70 |
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JPMorgan Chase & Co. (JPM) | 0.8 | $2.3M | +6% | 9.7k | 239.71 |
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UnitedHealth (UNH) | 0.8 | $2.3M | +7% | 4.5k | 505.91 |
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Vanguard World Consum Stp Etf (VDC) | 0.8 | $2.2M | +2% | 11k | 211.38 |
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $2.1M | -11% | 41k | 50.37 |
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Shopify Cl A (SHOP) | 0.7 | $1.9M | 18k | 106.33 |
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Ishares Tr U.s. Tech Etf (IYW) | 0.6 | $1.9M | 12k | 159.52 |
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3M Company (MMM) | 0.6 | $1.8M | 14k | 129.09 |
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Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.6 | $1.8M | 48k | 37.17 |
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Ishares Tr Intl Sel Div Etf (IDV) | 0.5 | $1.6M | -4% | 59k | 27.38 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.5 | $1.6M | 3.1k | 511.27 |
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Sea Sponsord Ads (SE) | 0.5 | $1.4M | 13k | 106.10 |
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Fidelity Covington Trust Msci Energy Idx (FENY) | 0.4 | $1.3M | 55k | 23.84 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $1.3M | +2% | 3.2k | 401.55 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.3M | +12% | 2.9k | 453.28 |
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Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.4 | $1.3M | +9% | 43k | 29.22 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $1.2M | +4% | 1.7k | 693.13 |
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Johnson & Johnson (JNJ) | 0.4 | $1.2M | +3% | 8.1k | 144.62 |
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General Mills (GIS) | 0.4 | $1.2M | 18k | 63.77 |
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Vanguard Index Fds Value Etf (VTV) | 0.4 | $1.1M | 6.7k | 169.30 |
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Novo-nordisk A S Adr (NVO) | 0.3 | $968k | 11k | 86.02 |
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Us Bancorp Del Com New (USB) | 0.3 | $968k | +2% | 20k | 47.83 |
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Abbott Laboratories (ABT) | 0.3 | $958k | 8.5k | 113.11 |
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Amgen (AMGN) | 0.3 | $932k | +2% | 3.6k | 260.68 |
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Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.3 | $919k | +2% | 11k | 85.32 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $846k | +4% | 9.5k | 89.08 |
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Vanguard World Energy Etf (VDE) | 0.3 | $844k | 7.0k | 121.32 |
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Vanguard World Health Car Etf (VHT) | 0.3 | $825k | +4% | 3.3k | 253.66 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $814k | +9% | 17k | 47.82 |
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Schwab Strategic Tr Fundamental Intl (FNDF) | 0.3 | $805k | 24k | 33.21 |
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Oracle Corporation (ORCL) | 0.3 | $756k | +15% | 4.5k | 166.65 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $749k | +33% | 4.0k | 189.32 |
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Costco Wholesale Corporation (COST) | 0.3 | $747k | +5% | 815.00 | 916.83 |
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Gilead Sciences (GILD) | 0.2 | $744k | 8.1k | 92.37 |
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Rubrik Cl A (RBRK) | 0.2 | $732k | NEW | 11k | 65.36 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $717k | +291% | 26k | 27.32 |
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Home Depot (HD) | 0.2 | $710k | +4% | 1.8k | 389.06 |
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Vanguard World Consum Dis Etf (VCR) | 0.2 | $687k | +13% | 1.8k | 375.36 |
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Hdfc Bank Sponsored Ads (HDB) | 0.2 | $679k | +8% | 11k | 63.86 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $675k | 2.3k | 289.86 |
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Honeywell International (HON) | 0.2 | $672k | 3.0k | 225.88 |
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Walt Disney Company (DIS) | 0.2 | $658k | +12% | 5.9k | 111.36 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $652k | 2.7k | 242.17 |
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Ishares Tr Us Infrastruc (IFRA) | 0.2 | $631k | 14k | 46.29 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $628k | +12% | 2.8k | 220.95 |
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Mastercard Incorporated Cl A (MA) | 0.2 | $615k | 1.2k | 526.75 |
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Exxon Mobil Corporation (XOM) | 0.2 | $614k | +8% | 5.7k | 107.58 |
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Servicenow (NOW) | 0.2 | $578k | +12% | 545.00 | 1060.12 |
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Comcast Corp Cl A (CMCSA) | 0.2 | $575k | +4% | 15k | 37.53 |
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Intuitive Surgical Com New (ISRG) | 0.2 | $570k | 1.1k | 521.96 |
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Vanguard Index Fds Growth Etf (VUG) | 0.2 | $563k | +4% | 1.4k | 410.46 |
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Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $545k | 9.5k | 57.45 |
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Sempra Energy (SRE) | 0.2 | $540k | 6.2k | 87.71 |
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Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $530k | +6% | 4.6k | 115.23 |
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Brookfield Infrastructure Com Sub Vtg A | 0.2 | $514k | NEW | 13k | 40.01 |
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Canadian Natural Resources (CNQ) | 0.2 | $501k | 16k | 30.87 |
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Pfizer (PFE) | 0.2 | $490k | -3% | 19k | 26.53 |
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Target Corporation (TGT) | 0.2 | $478k | +24% | 3.5k | 135.16 |
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Ishares Core Msci Emkt (IEMG) | 0.2 | $460k | +3% | 8.8k | 52.22 |
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At&t (T) | 0.2 | $458k | +7% | 20k | 22.77 |
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First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.2 | $452k | 5.8k | 78.46 |
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Ishares Tr Eafe Value Etf (EFV) | 0.1 | $435k | +3% | 8.3k | 52.47 |
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Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $431k | +10% | 6.1k | 70.28 |
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Altria (MO) | 0.1 | $431k | 8.2k | 52.29 |
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Visa Com Cl A (V) | 0.1 | $428k | +11% | 1.4k | 316.09 |
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Carrier Global Corporation (CARR) | 0.1 | $427k | +16% | 6.3k | 68.27 |
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Wal-Mart Stores (WMT) | 0.1 | $410k | 4.5k | 90.35 |
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Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.1 | $393k | 7.3k | 54.20 |
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Fidelity Covington Trust Enhanced Small (FESM) | 0.1 | $384k | +4% | 12k | 32.35 |
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Caterpillar (CAT) | 0.1 | $380k | 1.0k | 362.76 |
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Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.1 | $378k | +4% | 5.0k | 76.16 |
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Bank of America Corporation (BAC) | 0.1 | $378k | +8% | 8.6k | 43.95 |
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Ishares Tr Intl Div Grwth (IGRO) | 0.1 | $352k | +3% | 5.2k | 67.96 |
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Cisco Systems (CSCO) | 0.1 | $352k | 5.9k | 59.20 |
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Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $345k | +4% | 5.5k | 62.31 |
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Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $343k | 4.9k | 70.71 |
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $338k | +3% | 2.9k | 117.47 |
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Wisdomtree Tr Europe Smcp Dv (DFE) | 0.1 | $330k | 5.8k | 56.58 |
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Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $330k | +7% | 9.3k | 35.26 |
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Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $328k | -8% | 3.4k | 96.82 |
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Eli Lilly & Co. (LLY) | 0.1 | $322k | +14% | 417.00 | 772.00 |
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Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $317k | +8% | 31k | 10.36 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $315k | -10% | 7.2k | 44.04 |
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Qualcomm (QCOM) | 0.1 | $310k | +2% | 2.0k | 153.62 |
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Blackrock (BLK) | 0.1 | $307k | NEW | 300.00 | 1023.88 |
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Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $306k | 5.4k | 56.88 |
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Advanced Micro Devices (AMD) | 0.1 | $303k | +15% | 2.5k | 120.79 |
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Chevron Corporation (CVX) | 0.1 | $302k | 2.1k | 144.81 |
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Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $290k | 2.1k | 139.38 |
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Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $289k | 2.7k | 108.61 |
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McDonald's Corporation (MCD) | 0.1 | $286k | +4% | 986.00 | 289.86 |
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Associated Banc- (ASB) | 0.1 | $283k | 12k | 23.90 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $282k | 2.2k | 126.77 |
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Select Sector Spdr Tr Energy (XLE) | 0.1 | $271k | 3.2k | 85.67 |
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Fidelity Covington Trust Enhanced Large (FELC) | 0.1 | $267k | +10% | 8.1k | 32.93 |
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Micron Technology (MU) | 0.1 | $266k | +2% | 3.2k | 84.15 |
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Ge Aerospace Com New (GE) | 0.1 | $259k | +18% | 1.6k | 166.77 |
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S&p Global (SPGI) | 0.1 | $259k | 519.00 | 498.34 |
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Centerspace (CSR) | 0.1 | $248k | 3.8k | 66.15 |
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Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.1 | $248k | 11k | 22.04 |
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Vale S A Sponsored Ads (VALE) | 0.1 | $244k | -23% | 28k | 8.87 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $239k | +96% | 854.00 | 280.02 |
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Thermo Fisher Scientific (TMO) | 0.1 | $239k | +119% | 459.00 | 520.61 |
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SurModics (SRDX) | 0.1 | $238k | 6.0k | 39.60 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $230k | 3.0k | 75.62 |
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Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $226k | 4.4k | 51.70 |
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Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.1 | $223k | -44% | 2.1k | 108.00 |
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Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.1 | $216k | +6% | 2.7k | 81.58 |
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J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $214k | +6% | 3.7k | 57.54 |
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Pepsi (PEP) | 0.1 | $213k | +7% | 1.4k | 152.06 |
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Iron Mountain (IRM) | 0.1 | $210k | 2.0k | 105.11 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $206k | 812.00 | 253.75 |
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Solventum Corp Com Shs (SOLV) | 0.1 | $205k | 3.1k | 66.06 |
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Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $202k | -36% | 3.6k | 56.77 |
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Waste Management (WM) | 0.1 | $199k | +43% | 987.00 | 201.79 |
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Ishares Tr Ultra Short-term (ICSH) | 0.1 | $199k | 3.9k | 50.43 |
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Snowflake Cl A (SNOW) | 0.1 | $198k | -2% | 1.3k | 154.41 |
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Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $196k | -17% | 6.2k | 31.79 |
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Block Cl A (SQ) | 0.1 | $196k | 2.3k | 84.99 |
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Spdr Gold Tr Gold Shs (GLD) | 0.1 | $193k | 798.00 | 242.13 |
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Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.1 | $190k | +7% | 5.9k | 31.95 |
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Ecolab (ECL) | 0.1 | $188k | +4% | 802.00 | 234.40 |
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $184k | -21% | 3.7k | 50.13 |
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Ameriprise Financial (AMP) | 0.1 | $180k | +145% | 337.00 | 533.20 |
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Palantir Technologies Cl A (PLTR) | 0.1 | $180k | +9% | 2.4k | 75.63 |
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Novartis Sponsored Adr (NVS) | 0.1 | $173k | 1.8k | 97.31 |
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Deere & Company (DE) | 0.1 | $172k | +68% | 407.00 | 423.70 |
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Huntington Bancshares Incorporated (HBAN) | 0.1 | $172k | 11k | 16.27 |
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Humana (HUM) | 0.1 | $172k | 676.00 | 253.80 |
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Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $168k | NEW | 3.4k | 49.94 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $166k | 576.00 | 288.01 |
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Kkr & Co (KKR) | 0.1 | $166k | NEW | 1.1k | 147.91 |
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DTE Energy Company (DTE) | 0.1 | $163k | 1.3k | 120.74 |
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Netease Sponsored Ads (NTES) | 0.1 | $162k | 1.8k | 89.19 |
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Mongodb Cl A (MDB) | 0.1 | $162k | 697.00 | 232.81 |
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Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $161k | 1.7k | 92.60 |
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Verizon Communications (VZ) | 0.1 | $158k | +9% | 4.0k | 39.99 |
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Ishares Tr Global Tech Etf (IXN) | 0.1 | $158k | 1.9k | 84.74 |
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Delta Air Lines Inc Del Com New (DAL) | 0.1 | $157k | 2.6k | 60.50 |
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Atlassian Corporation Cl A (TEAM) | 0.1 | $157k | 643.00 | 243.38 |
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Applied Materials (AMAT) | 0.1 | $155k | 952.00 | 162.69 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $154k | 951.00 | 161.73 |
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Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.1 | $154k | +24% | 6.9k | 22.20 |
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Insulet Corporation (PODD) | 0.1 | $149k | 572.00 | 261.07 |
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Ubs Group SHS (UBS) | 0.0 | $148k | 4.9k | 30.32 |
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Alps Etf Tr Oshs Gbl Inter (OGIG) | 0.0 | $147k | -8% | 3.2k | 45.99 |
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Airbnb Com Cl A (ABNB) | 0.0 | $141k | 1.1k | 131.41 |
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First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $141k | 1.4k | 102.02 |
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Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) | 0.0 | $139k | 2.1k | 65.73 |
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $139k | 1.8k | 78.59 |
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Xcel Energy (XEL) | 0.0 | $138k | 2.0k | 67.53 |
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Regeneron Pharmaceuticals (REGN) | 0.0 | $138k | +10% | 193.00 | 712.33 |
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Ishares Gold Tr Ishares New (IAU) | 0.0 | $136k | 2.8k | 49.51 |
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Procter & Gamble Company (PG) | 0.0 | $136k | +19% | 810.00 | 167.63 |
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Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $135k | 1.1k | 128.59 |
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Vanguard World Utilities Etf (VPU) | 0.0 | $135k | 828.00 | 163.42 |
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Flutter Entmt SHS (FLUT) | 0.0 | $134k | 517.00 | 259.50 |
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Palo Alto Networks (PANW) | 0.0 | $133k | +100% | 732.00 | 181.96 |
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Pagseguro Digital Com Cl A (PAGS) | 0.0 | $133k | +3% | 21k | 6.26 |
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Archer Daniels Midland Company (ADM) | 0.0 | $132k | 2.6k | 50.52 |
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Merck & Co (MRK) | 0.0 | $131k | +3% | 1.3k | 99.48 |
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Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.0 | $131k | 5.1k | 25.79 |
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General Motors Company (GM) | 0.0 | $129k | 2.4k | 53.27 |
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Nextera Energy (NEE) | 0.0 | $127k | +22% | 1.8k | 71.67 |
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Wec Energy Group (WEC) | 0.0 | $126k | 1.3k | 94.04 |
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Ge Vernova (GEV) | 0.0 | $126k | +18% | 382.00 | 328.93 |
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East West Ban (EWBC) | 0.0 | $124k | 1.3k | 95.76 |
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Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.0 | $123k | -20% | 5.0k | 24.67 |
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Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $123k | 954.00 | 128.76 |
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Coinbase Global Com Cl A (COIN) | 0.0 | $122k | 493.00 | 248.30 |
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Astrazeneca Sponsored Adr (AZN) | 0.0 | $122k | +4% | 1.9k | 65.51 |
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O'reilly Automotive (ORLY) | 0.0 | $119k | 100.00 | 1185.80 |
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Ark Etf Tr Genomic Rev Etf (ARKG) | 0.0 | $117k | -18% | 5.0k | 23.55 |
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Fiserv (FI) | 0.0 | $113k | NEW | 550.00 | 205.42 |
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Coca-Cola Company (KO) | 0.0 | $113k | +25% | 1.8k | 62.25 |
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $112k | 1.9k | 58.93 |
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Select Sector Spdr Tr Technology (XLK) | 0.0 | $111k | 476.00 | 232.35 |
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salesforce (CRM) | 0.0 | $109k | +46% | 327.00 | 334.33 |
|
Stoneco Com Cl A (STNE) | 0.0 | $109k | -2% | 14k | 7.97 |
|
Beigene Sponsored Adr | 0.0 | $109k | -32% | 588.00 | 184.71 |
|
Nice Sponsored Adr (NICE) | 0.0 | $108k | +11% | 635.00 | 169.89 |
|
Realty Income (O) | 0.0 | $107k | 2.0k | 53.41 |
|
|
Jd.com Spon Ads Cl A (JD) | 0.0 | $106k | 3.1k | 34.67 |
|
|
Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $105k | 1.4k | 75.55 |
|
|
Cigna Corp (CI) | 0.0 | $104k | +6200% | 378.00 | 276.26 |
|
Stride (LRN) | 0.0 | $103k | 994.00 | 103.93 |
|
|
Ford Motor Company (F) | 0.0 | $103k | -3% | 10k | 9.90 |
|
Brookfield Renewable Corp Cl A Ex Sub Vtg | 0.0 | $100k | NEW | 3.6k | 27.66 |
|
Ark Etf Tr Fintech Innova (ARKF) | 0.0 | $99k | -50% | 2.7k | 37.05 |
|
Royal Caribbean Cruises (RCL) | 0.0 | $98k | 425.00 | 230.72 |
|
|
Union Pacific Corporation (UNP) | 0.0 | $98k | 429.00 | 228.17 |
|
|
Wells Fargo & Company (WFC) | 0.0 | $98k | +37% | 1.4k | 70.22 |
|
Intel Corporation (INTC) | 0.0 | $97k | -26% | 4.8k | 20.05 |
|
Blackstone Group Inc Com Cl A (BX) | 0.0 | $97k | 560.00 | 172.42 |
|
|
Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $96k | +5% | 364.00 | 264.40 |
|
Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $96k | +4% | 1.1k | 84.79 |
|
Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $96k | 1.1k | 88.36 |
|
|
Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $96k | 1.1k | 90.91 |
|
|
Paypal Holdings (PYPL) | 0.0 | $96k | 1.1k | 85.35 |
|
|
Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $95k | 2.4k | 39.36 |
|
|
Digital Realty Trust (DLR) | 0.0 | $95k | 534.00 | 177.36 |
|
|
Enbridge (ENB) | 0.0 | $94k | 2.2k | 42.43 |
|
|
Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $92k | 479.00 | 191.01 |
|
|
Lowe's Companies (LOW) | 0.0 | $91k | +13% | 370.00 | 246.80 |
|
Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $91k | 1.4k | 65.34 |
|
|
Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $89k | -60% | 1.2k | 77.25 |
|
Argenx Se Sponsored Adr (ARGX) | 0.0 | $89k | +39% | 145.00 | 615.00 |
|
Constellation Brands Cl A (STZ) | 0.0 | $88k | 400.00 | 221.00 |
|
|
Docusign (DOCU) | 0.0 | $88k | 981.00 | 89.94 |
|
|
Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $88k | 797.00 | 110.24 |
|
|
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $88k | 1.6k | 54.18 |
|
|
Kinder Morgan (KMI) | 0.0 | $88k | +2883% | 3.2k | 27.40 |
|
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $87k | 961.00 | 90.35 |
|
|
Linde SHS (LIN) | 0.0 | $86k | +6% | 205.00 | 418.67 |
|
Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $85k | +11% | 954.00 | 88.83 |
|
Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.0 | $85k | NEW | 3.2k | 26.13 |
|
Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $84k | 1.4k | 58.33 |
|
|
Cloudflare Cl A Com (NET) | 0.0 | $84k | 778.00 | 107.68 |
|
|
Trane Technologies SHS (TT) | 0.0 | $83k | 225.00 | 369.35 |
|
|
Parker-Hannifin Corporation (PH) | 0.0 | $83k | 130.00 | 637.16 |
|
|
Boeing Company (BA) | 0.0 | $82k | 464.00 | 177.00 |
|
|
McKesson Corporation (MCK) | 0.0 | $82k | +17% | 143.00 | 569.91 |
|
Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $82k | 3.0k | 27.02 |
|
|
Select Sector Spdr Tr Financial (XLF) | 0.0 | $81k | 1.7k | 48.33 |
|
|
Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $79k | +5% | 584.00 | 135.45 |
|
Past Filings by Financial Perspectives
SEC 13F filings are viewable for Financial Perspectives going back to 2023
- 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
- 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