Financial Perspectives

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

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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.

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
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Stoneco Com Cl A (STNE) 0.0 $109k -2% 14k 7.97
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Beigene Sponsored Adr 0.0 $109k -32% 588.00 184.71
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Nice Sponsored Adr (NICE) 0.0 $108k +11% 635.00 169.89
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Realty Income (O) 0.0 $107k 2.0k 53.41
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Jd.com Spon Ads Cl A (JD) 0.0 $106k 3.1k 34.67
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Ishares Tr MRGSTR MD CP GRW (IMCG) 0.0 $105k 1.4k 75.55
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Cigna Corp (CI) 0.0 $104k +6200% 378.00 276.26
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Stride (LRN) 0.0 $103k 994.00 103.93
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Ford Motor Company (F) 0.0 $103k -3% 10k 9.90
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Brookfield Renewable Corp Cl A Ex Sub Vtg 0.0 $100k NEW 3.6k 27.66
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Ark Etf Tr Fintech Innova (ARKF) 0.0 $99k -50% 2.7k 37.05
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Royal Caribbean Cruises (RCL) 0.0 $98k 425.00 230.72
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Union Pacific Corporation (UNP) 0.0 $98k 429.00 228.17
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Wells Fargo & Company (WFC) 0.0 $98k +37% 1.4k 70.22
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Intel Corporation (INTC) 0.0 $97k -26% 4.8k 20.05
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Blackstone Group Inc Com Cl A (BX) 0.0 $97k 560.00 172.42
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $96k +5% 364.00 264.40
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $96k +4% 1.1k 84.79
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $96k 1.1k 88.36
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $96k 1.1k 90.91
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Paypal Holdings (PYPL) 0.0 $96k 1.1k 85.35
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Crispr Therapeutics Namen Akt (CRSP) 0.0 $95k 2.4k 39.36
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Digital Realty Trust (DLR) 0.0 $95k 534.00 177.36
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Enbridge (ENB) 0.0 $94k 2.2k 42.43
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $92k 479.00 191.01
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Lowe's Companies (LOW) 0.0 $91k +13% 370.00 246.80
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.0 $91k 1.4k 65.34
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Ark Etf Tr Autnmus Technlgy (ARKQ) 0.0 $89k -60% 1.2k 77.25
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Argenx Se Sponsored Adr (ARGX) 0.0 $89k +39% 145.00 615.00
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Constellation Brands Cl A (STZ) 0.0 $88k 400.00 221.00
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Docusign (DOCU) 0.0 $88k 981.00 89.94
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Ishares Tr Msci Kld400 Soc (DSI) 0.0 $88k 797.00 110.24
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Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $88k 1.6k 54.18
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Kinder Morgan (KMI) 0.0 $88k +2883% 3.2k 27.40
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.0 $87k 961.00 90.35
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Linde SHS (LIN) 0.0 $86k +6% 205.00 418.67
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $85k +11% 954.00 88.83
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Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) 0.0 $85k NEW 3.2k 26.13
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Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $84k 1.4k 58.33
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Cloudflare Cl A Com (NET) 0.0 $84k 778.00 107.68
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Trane Technologies SHS (TT) 0.0 $83k 225.00 369.35
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Parker-Hannifin Corporation (PH) 0.0 $83k 130.00 637.16
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Boeing Company (BA) 0.0 $82k 464.00 177.00
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McKesson Corporation (MCK) 0.0 $82k +17% 143.00 569.91
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.0 $82k 3.0k 27.02
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Select Sector Spdr Tr Financial (XLF) 0.0 $81k 1.7k 48.33
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Ishares Tr S&P SML 600 GWT (IJT) 0.0 $79k +5% 584.00 135.45
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Past Filings by Financial Perspectives

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

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