Financial Perspectives
Latest statistics and disclosures from Financial Perspectives's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MDT, VYM, MSFT, VGT, AAPL, and represent 28.22% of Financial Perspectives's stock portfolio.
- Added to shares of these 10 stocks: IDV, IJH, IVW, HDV, VIGI, FSTA, WMT, GBTC, DGRO, FLUT.
- Started 16 new stock positions in CGCB, RUM, PFF, ACMR, PMX, GBTC, Ishares Bitcoin Tr, Amplify Etf Tr, Amplify Etf Tr, CROX. NXT, Celularity, SPSM, IRS, FLUT, TRVN.
- Reduced shares in these 10 stocks: NVDA, UNH, VGT, TMDX, MDT, WFC, JNJ, AAPL, VIG, VYMI.
- Sold out of its positions in Alteryx, AMRC, ADI, ELV, ASXC, ADP, AZEK, BBY, BYND, BIIB.
- Financial Perspectives was a net seller of stock by $-1.5M.
- Financial Perspectives has $264M in assets under management (AUM), dropping by 7.06%.
- Central Index Key (CIK): 0002003287
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Portfolio Holdings for Financial Perspectives
Financial Perspectives holds 669 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Financial Perspectives has 669 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Financial Perspectives March 31, 2024 positions
- Download the Financial Perspectives March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Medtronic SHS (MDT) | 7.8 | $21M | 235k | 87.15 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 6.1 | $16M | 134k | 120.99 |
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| Microsoft Corporation (MSFT) | 5.3 | $14M | 33k | 420.72 |
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| Vanguard World Inf Tech Etf (VGT) | 4.9 | $13M | -3% | 25k | 524.34 |
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| Apple (AAPL) | 4.2 | $11M | 64k | 171.48 |
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| Boston Scientific Corporation (BSX) | 3.8 | $10M | 146k | 68.49 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 3.0 | $8.0M | -2% | 44k | 182.61 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.0 | $7.9M | +3% | 94k | 84.44 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 3.0 | $7.9M | +2% | 97k | 81.53 |
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| Ishares Tr Core High Dv Etf (HDV) | 2.9 | $7.5M | +3% | 69k | 110.21 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 2.5 | $6.7M | -2% | 98k | 68.80 |
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| Broadcom (AVGO) | 2.1 | $5.4M | 4.1k | 1325.32 |
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| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 1.9 | $5.0M | 99k | 50.45 |
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| Fidelity Covington Trust Consmr Staples (FSTA) | 1.9 | $5.0M | +4% | 104k | 47.58 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 1.6 | $4.3M | 28k | 155.84 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.6 | $4.3M | 31k | 136.05 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.6 | $4.2M | +2% | 27k | 152.26 |
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| NVIDIA Corporation (NVDA) | 1.4 | $3.7M | -15% | 4.1k | 903.52 |
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| Amazon (AMZN) | 1.4 | $3.7M | 20k | 180.38 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $3.2M | 6.2k | 523.09 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.2 | $3.2M | 6.0k | 525.73 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $2.8M | 5.8k | 480.74 |
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| Ishares Tr Core Div Grwth (DGRO) | 1.0 | $2.7M | +7% | 46k | 58.06 |
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| Abbvie (ABBV) | 0.8 | $2.2M | 12k | 182.11 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $2.2M | +3% | 4.9k | 443.97 |
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| MercadoLibre (MELI) | 0.8 | $2.2M | 1.4k | 1511.44 |
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| UnitedHealth (UNH) | 0.8 | $2.1M | -20% | 4.3k | 494.70 |
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| Vanguard World Consum Stp Etf (VDC) | 0.7 | $2.0M | 9.6k | 204.14 |
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| Meta Platforms Cl A (META) | 0.7 | $1.9M | 4.0k | 485.64 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $1.8M | 9.1k | 200.31 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.6 | $1.7M | +23% | 60k | 28.04 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.6 | $1.6M | 1.7k | 970.24 |
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| 3M Company (MMM) | 0.6 | $1.6M | 15k | 106.07 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.6 | $1.6M | 12k | 135.06 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.6 | $1.5M | 47k | 31.99 |
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| Novo-nordisk A S Adr (NVO) | 0.6 | $1.5M | 11k | 128.39 |
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| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.5 | $1.4M | 55k | 25.87 |
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| Tesla Motors (TSLA) | 0.5 | $1.3M | 7.6k | 175.79 |
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| General Mills (GIS) | 0.5 | $1.2M | 18k | 69.97 |
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| Johnson & Johnson (JNJ) | 0.5 | $1.2M | -14% | 7.8k | 158.18 |
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| Shopify Cl A (SHOP) | 0.4 | $1.2M | 15k | 77.17 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.1M | -3% | 2.5k | 420.52 |
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| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.4 | $1.1M | 29k | 36.04 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $1.1M | +9% | 6.5k | 162.86 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $1.0M | +3% | 3.0k | 336.99 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.4 | $995k | +6% | 35k | 28.80 |
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| Amgen (AMGN) | 0.4 | $988k | 3.5k | 284.34 |
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| Abbott Laboratories (ABT) | 0.4 | $963k | 8.5k | 113.66 |
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| Vanguard World Energy Etf (VDE) | 0.3 | $910k | 6.9k | 131.69 |
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| Us Bancorp Del Com New (USB) | 0.3 | $883k | 20k | 44.70 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.3 | $863k | 24k | 35.61 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $796k | 9.2k | 86.48 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $780k | 16k | 50.17 |
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| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.3 | $717k | +10% | 10k | 70.80 |
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| Sea Sponsord Ads (SE) | 0.3 | $716k | 13k | 53.71 |
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| Vanguard World Health Car Etf (VHT) | 0.3 | $698k | +12% | 2.6k | 270.51 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.3 | $692k | 3.1k | 224.99 |
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| Home Depot (HD) | 0.3 | $671k | 1.7k | 383.58 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $653k | 13k | 51.60 |
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| Walt Disney Company (DIS) | 0.2 | $649k | -3% | 5.3k | 122.37 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $619k | 2.4k | 259.95 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $611k | -6% | 5.3k | 116.24 |
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| Honeywell International (HON) | 0.2 | $603k | 2.9k | 205.23 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $591k | 14k | 43.36 |
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| Gilead Sciences (GILD) | 0.2 | $590k | +8% | 8.1k | 73.25 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $587k | -2% | 14k | 43.35 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $570k | 1.2k | 481.71 |
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| Costco Wholesale Corporation (COST) | 0.2 | $568k | -3% | 775.00 | 732.67 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.2 | $546k | 11k | 49.55 |
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| Pfizer (PFE) | 0.2 | $534k | 19k | 27.75 |
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| Target Corporation (TGT) | 0.2 | $501k | -3% | 2.8k | 177.24 |
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| Oracle Corporation (ORCL) | 0.2 | $492k | 3.9k | 125.61 |
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| Canadian Natural Resources (CNQ) | 0.2 | $488k | +10% | 6.4k | 76.32 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $452k | +7% | 2.2k | 210.32 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $449k | 1.3k | 344.32 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $448k | -2% | 3.0k | 150.93 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $447k | +18% | 4.0k | 110.52 |
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| Vanguard World Consum Dis Etf (VCR) | 0.2 | $441k | 1.4k | 317.82 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $435k | 1.1k | 399.09 |
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| Sempra Energy (SRE) | 0.2 | $434k | 6.0k | 71.83 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $433k | 8.0k | 54.40 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $401k | +9% | 5.0k | 80.63 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $400k | +12% | 3.9k | 103.79 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $398k | 9.5k | 41.87 |
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| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.2 | $397k | 7.2k | 55.53 |
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| Caterpillar (CAT) | 0.1 | $384k | 1.0k | 366.43 |
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| Advanced Micro Devices (AMD) | 0.1 | $381k | 2.1k | 180.49 |
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| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.1 | $381k | 5.5k | 69.67 |
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| Vale S A Sponsored Ads (VALE) | 0.1 | $367k | +8% | 30k | 12.19 |
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| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.1 | $366k | 5.2k | 70.88 |
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| Servicenow (NOW) | 0.1 | $364k | 478.00 | 762.40 |
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| Altria (MO) | 0.1 | $356k | 8.2k | 43.62 |
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| Micron Technology (MU) | 0.1 | $355k | -3% | 3.0k | 117.90 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $355k | 8.5k | 41.77 |
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| Visa Com Cl A (V) | 0.1 | $339k | -2% | 1.2k | 279.12 |
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| Wisdomtree Tr Europe Smcp Dv (DFE) | 0.1 | $338k | 5.7k | 59.75 |
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| Qualcomm (QCOM) | 0.1 | $335k | 2.0k | 169.29 |
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| Ishares Tr Intl Div Grwth (IGRO) | 0.1 | $335k | 5.0k | 67.36 |
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| Chevron Corporation (CVX) | 0.1 | $329k | -3% | 2.1k | 157.71 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $328k | +405% | 5.4k | 60.74 |
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| Fidelity Covington Trust Enhanced Small (FESM) | 0.1 | $322k | 11k | 30.05 |
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| Ark Etf Tr Next Gnrtn Inter (ARKW) | 0.1 | $315k | 3.8k | 83.29 |
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| Cisco Systems (CSCO) | 0.1 | $315k | 6.3k | 49.91 |
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| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.1 | $315k | +2% | 4.3k | 72.83 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $314k | +23% | 4.2k | 74.22 |
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| At&t (T) | 0.1 | $313k | -19% | 18k | 17.60 |
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| Bank of America Corporation (BAC) | 0.1 | $313k | -2% | 8.2k | 37.92 |
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| Wisdomtree Tr Glb High Div Fd (DEW) | 0.1 | $311k | 6.1k | 50.86 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.1 | $305k | +11% | 26k | 11.93 |
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $305k | -14% | 5.4k | 56.68 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $292k | +2% | 3.1k | 94.42 |
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| Intel Corporation (INTC) | 0.1 | $292k | +26% | 6.6k | 44.17 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $285k | 5.7k | 50.08 |
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| Wal-Mart Stores (WMT) | 0.1 | $285k | +200% | 4.7k | 60.17 |
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| Eli Lilly & Co. (LLY) | 0.1 | $277k | 356.00 | 777.96 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $270k | 2.6k | 102.77 |
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| Carrier Global Corporation (CARR) | 0.1 | $268k | +6% | 4.6k | 58.13 |
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| McDonald's Corporation (MCD) | 0.1 | $267k | 946.00 | 281.88 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $259k | 2.3k | 114.15 |
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| Mongodb Cl A (MDB) | 0.1 | $250k | 697.00 | 358.64 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $250k | +2% | 2.1k | 117.22 |
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| BlackRock (BLK) | 0.1 | $250k | 299.00 | 835.08 |
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| Associated Banc- (ASB) | 0.1 | $247k | 12k | 21.51 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $246k | 2.2k | 110.51 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $242k | 7.4k | 32.50 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $236k | -2% | 3.0k | 79.85 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $236k | -28% | 4.7k | 50.60 |
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| Humana (HUM) | 0.1 | $235k | 676.00 | 346.85 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $233k | 7.4k | 31.21 |
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| General Electric Com New (GE) | 0.1 | $230k | 1.3k | 175.49 |
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| Pepsi (PEP) | 0.1 | $227k | 1.3k | 175.01 |
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| Centerspace (CSR) | 0.1 | $223k | 3.9k | 57.14 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $223k | 4.3k | 51.29 |
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| S&p Global (SPGI) | 0.1 | $221k | 519.00 | 425.65 |
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| Stoneco Com Cl A (STNE) | 0.1 | $215k | 13k | 16.61 |
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| Snowflake Cl A (SNOW) | 0.1 | $212k | -19% | 1.3k | 161.60 |
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| Pagseguro Digital Com Cl A (PAGS) | 0.1 | $207k | 15k | 14.28 |
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| Ark Etf Tr Genomic Rev Etf (ARKG) | 0.1 | $205k | 7.1k | 28.76 |
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| Applied Materials (AMAT) | 0.1 | $196k | 952.00 | 206.30 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $196k | +6% | 3.4k | 57.86 |
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| Block Cl A (SQ) | 0.1 | $195k | +7% | 2.3k | 84.58 |
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| Ishares Tr Blackrock Ultra (ICSH) | 0.1 | $193k | 3.8k | 50.56 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $192k | 812.00 | 235.79 |
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| Verizon Communications (VZ) | 0.1 | $189k | -4% | 4.5k | 41.96 |
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| Netease Sponsored Ads (NTES) | 0.1 | $188k | 1.8k | 103.44 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $183k | NEW | 2.9k | 63.17 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $177k | 1.1k | 164.96 |
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| SurModics (SRDX) | 0.1 | $177k | 6.0k | 29.34 |
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| Ecolab (ECL) | 0.1 | $176k | 761.00 | 231.03 |
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| Merck & Co (MRK) | 0.1 | $168k | -20% | 1.3k | 131.95 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $168k | 174.00 | 962.49 |
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| Crispr Therapeutics Namen Akt (CRSP) | 0.1 | $165k | +5% | 2.4k | 68.16 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $164k | 798.00 | 205.72 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $164k | 2.6k | 62.81 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $164k | +53% | 2.9k | 55.97 |
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| Ark Etf Tr Fintech Innova (ARKF) | 0.1 | $163k | 5.4k | 30.33 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.1 | $162k | 6.3k | 25.78 |
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| Iron Mountain (IRM) | 0.1 | $160k | 2.0k | 80.21 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.1 | $159k | 11k | 14.11 |
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| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.1 | $157k | 2.9k | 54.71 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $153k | +3% | 1.7k | 90.45 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $151k | 557.00 | 270.99 |
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| Unity Software (U) | 0.1 | $151k | 5.6k | 26.70 |
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| Ubs Group SHS (UBS) | 0.1 | $150k | +19% | 4.9k | 30.72 |
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| Fidelity Covington Trust Enhanced Large (FELC) | 0.1 | $150k | 5.1k | 29.50 |
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| DTE Energy Company (DTE) | 0.1 | $149k | 1.3k | 112.13 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $148k | 950.00 | 155.83 |
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| Huntington Bancshares Incorporated (HBAN) | 0.1 | $147k | 11k | 13.95 |
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| Waste Management (WM) | 0.1 | $146k | -3% | 687.00 | 213.15 |
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| Ford Motor Company (F) | 0.1 | $143k | -2% | 11k | 13.28 |
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| Ishares Tr Global Tech Etf (IXN) | 0.1 | $139k | +38% | 1.9k | 74.81 |
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| Beigene Sponsored Adr (BGNE) | 0.1 | $136k | 869.00 | 156.39 |
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| Alps Etf Tr Oshs Gbl Inter (OGIG) | 0.1 | $133k | 3.5k | 38.33 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $131k | 493.00 | 265.12 |
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| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $129k | 4.1k | 31.81 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $129k | 1.7k | 76.34 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $128k | -50% | 2.7k | 47.88 |
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| Nice Sponsored Adr (NICE) | 0.0 | $126k | 483.00 | 260.72 |
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| Atlassian Corporation Cl A (TEAM) | 0.0 | $126k | 643.00 | 195.11 |
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| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.0 | $125k | +28% | 5.6k | 22.46 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $122k | -3% | 209.00 | 581.77 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $121k | 1.8k | 67.74 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $121k | +8% | 1.0k | 115.27 |
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| Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU) | 0.0 | $120k | 2.1k | 56.59 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $118k | 828.00 | 142.58 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $116k | -2% | 1.2k | 96.73 |
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| First Tr Exchange-traded Wtr Etf (FIW) | 0.0 | $116k | +7% | 1.1k | 102.13 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $116k | 2.8k | 42.01 |
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| O'reilly Automotive (ORLY) | 0.0 | $113k | 100.00 | 1128.88 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $113k | 432.00 | 261.00 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $112k | 1.9k | 60.32 |
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| Xcel Energy (XEL) | 0.0 | $110k | -41% | 2.0k | 53.75 |
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| Wec Energy Group (WEC) | 0.0 | $110k | 1.3k | 82.12 |
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| Procter & Gamble Company (PG) | 0.0 | $110k | 676.00 | 162.30 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $110k | 953.00 | 114.95 |
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| General Motors Company (GM) | 0.0 | $109k | 2.4k | 45.35 |
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| Realty Income (O) | 0.0 | $109k | 2.0k | 54.10 |
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| Constellation Brands Cl A (STZ) | 0.0 | $109k | 400.00 | 271.76 |
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| Union Pacific Corporation (UNP) | 0.0 | $105k | -5% | 425.00 | 245.95 |
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| Palo Alto Networks (PANW) | 0.0 | $104k | 366.00 | 284.13 |
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| East West Ban (EWBC) | 0.0 | $103k | 1.3k | 79.11 |
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| Flutter Entmt SHS (FLUT) | 0.0 | $102k | NEW | 517.00 | 197.49 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $99k | +10% | 1.1k | 91.26 |
|
| Deere & Company (DE) | 0.0 | $99k | 241.00 | 410.74 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $99k | 474.00 | 208.28 |
|
|
| Insulet Corporation (PODD) | 0.0 | $98k | 572.00 | 171.40 |
|
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.0 | $98k | 1.4k | 70.66 |
|
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.0 | $96k | +8% | 1.4k | 69.76 |
|
| Nextera Energy (NEE) | 0.0 | $93k | 1.5k | 63.91 |
|
|
| ON Semiconductor (ON) | 0.0 | $91k | 1.2k | 73.55 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $90k | 854.00 | 105.81 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $90k | 1.1k | 84.05 |
|
|
| Hanover Insurance (THG) | 0.0 | $90k | 661.00 | 136.17 |
|
|
| Linde SHS (LIN) | 0.0 | $90k | 193.00 | 464.32 |
|
|
| Boeing Company (BA) | 0.0 | $90k | +163% | 464.00 | 192.99 |
|
| Otter Tail Corporation (OTTR) | 0.0 | $90k | 1.0k | 86.40 |
|
|
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.0 | $89k | 3.6k | 24.57 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $88k | 472.00 | 186.69 |
|
|
| Coca-Cola Company (KO) | 0.0 | $88k | -21% | 1.4k | 61.16 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $86k | 348.00 | 248.12 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $85k | 1.4k | 58.60 |
|
|
| Jd.com Spon Adr Cl A (JD) | 0.0 | $84k | 3.1k | 27.39 |
|
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $84k | 961.00 | 87.23 |
|
|
| Illumina (ILMN) | 0.0 | $83k | 607.00 | 137.32 |
|
|
| Lowe's Companies (LOW) | 0.0 | $83k | 325.00 | 254.73 |
|
|
| Enbridge (ENB) | 0.0 | $80k | 2.2k | 36.18 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $80k | 790.00 | 100.87 |
|
|
| Wolfspeed (WOLF) | 0.0 | $80k | 2.7k | 29.50 |
|
|
| Pacer Fds Tr Trendpilot Us Bd (PTBD) | 0.0 | $78k | 3.8k | 20.39 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $77k | +15% | 1.1k | 72.34 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $77k | 5.5k | 13.98 |
|
|
| Digital Realty Trust (DLR) | 0.0 | $77k | 534.00 | 144.06 |
|
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.0 | $77k | 2.9k | 26.09 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $76k | 151.00 | 504.93 |
|
|
| CSX Corporation (CSX) | 0.0 | $76k | 2.0k | 37.06 |
|
|
| Workday Cl A (WDAY) | 0.0 | $76k | 277.00 | 272.75 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $75k | 778.00 | 96.83 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $75k | 1.1k | 66.99 |
|
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $75k | 1.2k | 60.38 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $74k | 560.00 | 131.37 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $72k | 130.00 | 556.78 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $72k | 268.00 | 268.71 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $71k | +23% | 519.00 | 137.22 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $71k | 1.7k | 42.12 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $71k | 540.00 | 130.81 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $68k | 1.6k | 42.02 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $68k | +50% | 808.00 | 83.53 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $67k | 267.00 | 251.34 |
|
|
| Travelers Companies (TRV) | 0.0 | $67k | -15% | 290.00 | 230.14 |
|
| McKesson Corporation (MCK) | 0.0 | $66k | 122.00 | 536.85 |
|
Past Filings by Financial Perspectives
SEC 13F filings are viewable for Financial Perspectives going back to 2023
- 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
- Financial Perspectives 2022 Q4 filed Jan. 10, 2024
- Financial Perspectives 2023 Q1 filed Jan. 10, 2024