Financial Perspectives, Inc Purchases in Q3 2025

Financial Perspectives, Inc

  • $361 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
435
+ 11.23%
$106.99 - $114.46 $46.5K - $49.8K
4.31K $490M
Capital Group Core Balanced
1.39K
+ 23.83%
N/A
7.21K $250M
VDC
Vanguard Consumer Staples ETF

ETFs
570
+ 4.42%
$212.64 - $225.25 $121K - $128K
13.5K $2.88B
VDE
Vanguard Energy ETF

ETFs
55
+ 0.83%
$118.37 - $129.65 $6.51K - $7.13K
6.72K $845M
VEA
Vanguard Ftse Developed Market

ETFs
9
+ 0.05%
$56.02 - $60.3 $504 - $543
17.3K $1.03B
VXF
Vanguard Extended Market ETF

ETFs
219
+ 81.72%
$193.58 - $213.07 $42.4K - $46.7K
487 $102M
MCD
Mcdonalds Corp

Consumer Cyclical
125
+ 13.86%
$291.67 - $316.99 $36.5K - $39.6K
1.03K $312M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
57
+ 0.7%
$49.43 - $54.52 $2.82K - $3.11K
8.24K $446M
CGDV
Capital Group Divid Value ETF

ETFs
17
+ 0.11%
$39.59 - $42.21 $673 - $718
16.1K $677M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
245
+ 3.99%
$79.58 - $83.45 $19.5K - $20.4K
6.38K $530M
NEE
Nextera Energy Inc

Utilities
350
+ 19.7%
$69.77 - $77.54 $24.4K - $27.1K
2.13K $161M
PEP
Pepsico Inc

Consumer Defensive
175
+ 11.97%
$133.81 - $152.16 $23.4K - $26.6K
1.64K $230M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.22%
$404.94 - $499.99 $405 - $500
460 $223M
Capital Group Global Equity
1.14K
New
N/A
1.14K $35.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
380
+ 30.89%
$66.38 - $71.68 $25.2K - $27.2K
1.61K $115M
IJK
Ishares S&P Midcap 400 Growth

ETFs
279
+ 27.62%
$91.28 - $97.59 $25.5K - $27.2K
1.29K $124M
IJS
Ishares S&P Smallcap 600 Value

ETFs
50
+ 2.12%
$98.99 - $112.2 $4.95K - $5.61K
2.41K $267M
CGUS
Capital Group Core Equity ETF
668
+ 43.35%
$36.89 - $39.72 $24.6K - $26.5K
2.21K $87.3M
WWD
Woodward, Inc.

Industrials
120
New
$237.33 - $266.1 $28.5K - $31.9K
120 $30.3M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3
+ 0.15%
$148.97 - $165.88 $447 - $498
2.07K $340M
FAST
Fastenal CO

Industrials
563
+ 413.97%
$42.47 - $50.39 $23.9K - $28.4K
699 $34.3M
TRV
Travelers Companies, Inc.

Financial Services
90
+ 31.03%
$250.62 - $279.43 $22.6K - $25.1K
380 $106M
BOTZ
Global X Fds

ETFs
160
+ 2.46%
$32.14 - $35.96 $5.14K - $5.75K
6.68K $237M
PFE
Pfizer Inc

Healthcare
28
+ 0.15%
$23.29 - $25.88 $652 - $725
18.3K $467M
VNQ
Vanguard Specialized Funds Van

ETFs
4
+ 0.04%
$88.47 - $93.24 $354 - $373
9.23K $843M
Capital Group International
543
+ 12.79%
N/A
4.79K $161M
JEPI
J P Morgan Exchange Traded Fd

ETFs
362
+ 10.84%
$55.61 - $57.37 $20.1K - $20.8K
3.7K $211M
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.1%
$276.51 - $305.12 $277 - $305
1.01K $299M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.17%
$284.45 - $324.95 $284 - $325
606 $194M
FDVV
Fidelity High Dividend ETF

ETFs
11
+ 0.21%
$52.42 - $55.71 $577 - $613
5.33K $297M
CGMU
Capital Group Core Plus Income
613
+ 12.24%
N/A
5.62K $153M
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.04%
$49.0 - $61.97 $49 - $62
2.59K $147M
PG
Procter & Gamble CO

Consumer Defensive
150
+ 21.9%
$150.47 - $161.22 $22.6K - $24.2K
835 $128M
PWV
Invesco Exchange Traded Fd Tr

ETFs
13
+ 0.24%
$61.22 - $65.41 $796 - $850
5.42K $353M
XLE
Energy Sector Spdr

ETFs
25
+ 0.79%
$84.25 - $91.99 $2.11K - $2.3K
3.2K $286M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
250
+ 6.83%
$48.5 - $50.19 $12.1K - $12.5K
3.91K $196M
IBB
Ishares Biotechnology ETF

ETFs
20
+ 2.77%
$127.63 - $144.37 $2.55K - $2.89K
742 $107M
ASB
Associated Banc Corp

Financial Services
9
+ 0.08%
$23.78 - $27.01 $214 - $243
11.3K $290M
OTTR
Otter Tail Corp

Utilities
119
+ 11.49%
$75.29 - $85.97 $8.96K - $10.2K
1.16K $94.7M
AMGN
Amgen Inc

Healthcare
13
+ 0.36%
$271.18 - $309.22 $3.53K - $4.02K
3.59K $1.01B
DTE
Dte Energy CO

Utilities
5
+ 0.37%
$130.26 - $141.49 $651 - $707
1.36K $193M
EMR
Emerson Electric CO

Industrials
100
+ 33.33%
$128.6 - $149.63 $12.9K - $15K
400 $52.5M
GDLC
Grayscale Digital Large Cap Fund LLC

ETFs
221
New
$46.93 - $58.5 $10.4K - $12.9K
221 $12.4M
ADI
Analog Devices Inc

Technology
50
New
$220.68 - $255.63 $11K - $12.8K
50 $12.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
189
+ 0.4%
$50.47 - $50.74 $9.54K - $9.59K
48K $2.43B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.09%
$135.0 - $146.02 $135 - $146
1.06K $154M
Linde PLC
21
+ 10.24%
N/A
226 $107M
DSI
Ishares Msci Kld 400 Social Et

ETFs
3
+ 0.28%
$115.96 - $125.95 $348 - $378
1.08K $136M
ECL
Ecolab Inc.

Basic Materials
27
+ 3.35%
$259.39 - $285.47 $7K - $7.71K
833 $228M
Activity Summary
Buys All Purchases 179 New Holdings 15 Increased Positions 164 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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