Financial Perspectives, Inc Purchases in Q3 2025

Financial Perspectives, Inc

  • $361 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HOOD
Robinhood Markets, Inc.

Technology
75
New
$91.27 - $143.18 $6.85K - $10.7K
75 $10.7M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9
+ 0.52%
$94.17 - $99.95 $848 - $900
1.75K $175M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
7
+ 0.36%
$68.24 - $73.73 $478 - $516
1.93K $142M
PAGS
Pag Seguro Digital Ltd.

Technology
20
+ 0.09%
$7.75 - $10.74 $155 - $215
23.1K $231M
Paramount Skydance Corp
432
New
N/A
432 $8.17M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
39
+ 2.23%
$61.56 - $66.95 $2.4K - $2.61K
1.79K $120M
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.25%
$157.1 - $178.94 $157 - $179
394 $69.6M
VO
Vanguard Mid Cap ETF

ETFs
11
+ 3.42%
$279.83 - $293.74 $3.08K - $3.23K
333 $97.7M
MDLZ
Mondelez International, Inc.

Consumer Defensive
176
+ 22.92%
$60.9 - $70.75 $10.7K - $12.5K
944 $58.9M
VZ
Verizon Communications Inc

Communication Services
103
+ 2.69%
$40.84 - $45.06 $4.21K - $4.64K
3.94K $173M
IGRO
Ishares Tr International Divid

ETFs
27
+ 0.49%
$75.97 - $80.24 $2.05K - $2.17K
5.56K $443M
K
Kellogg CO

Consumer Defensive
75
+ 625.0%
$76.96 - $82.02 $5.77K - $6.15K
87 $7.14M
FIW
First Trust Water ETF

ETFs
1
+ 0.07%
$107.54 - $115.08 $108 - $115
1.38K $155M
KMB
Kimberly Clark Corp

Consumer Defensive
50
+ 47.62%
$121.72 - $136.77 $6.09K - $6.84K
155 $19.3M
XLV
Select Sector Spdr Fund Health

ETFs
27
+ 7.24%
$129.01 - $139.72 $3.48K - $3.77K
400 $55.7M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1
+ 0.17%
$131.47 - $143.64 $131 - $144
596 $84.3M
VB
Vanguard Small Cap ETF

ETFs
1
+ 0.35%
$237.58 - $259.17 $238 - $259
287 $72.9M
CSX
Csx Corp

Industrials
5
+ 0.3%
$32.05 - $36.52 $160 - $183
1.7K $60.2M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
34
+ 2.84%
$92.18 - $95.14 $3.13K - $3.23K
1.23K $117M
PSX
Phillips 66

Energy
25
+ 39.68%
$118.37 - $139.46 $2.96K - $3.49K
88 $12M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
92
+ 34.59%
$45.26 - $46.63 $4.16K - $4.29K
358 $16.6M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3
+ 0.19%
$79.89 - $83.25 $240 - $250
1.56K $129M
DFE
Wisdomtree Tr Europe Smallcap

ETFs
29
+ 0.49%
$68.92 - $72.06 $2K - $2.09K
5.98K $421M
RIO
Rio Tinto PLC

Basic Materials
4
+ 0.91%
$57.66 - $66.01 $231 - $264
443 $29.3M
ELMD
Electromed, Inc.

Healthcare
145
New
$18.12 - $26.05 $2.63K - $3.78K
145 $3.56M
CB
Chubb LTD

Financial Services
15
+ 15.96%
$265.99 - $289.59 $3.99K - $4.34K
109 $30.8M
KO
Coca Cola CO

Consumer Defensive
172
+ 9.47%
$65.67 - $71.67 $11.3K - $12.3K
1.99K $132M
UNP
Union Pacific Corp

Industrials
2
+ 0.46%
$214.91 - $237.16 $430 - $474
434 $102M
FREL
Fidelity Covington Tr Msci Rea

ETFs
25
+ 0.81%
$26.84 - $28.32 $671 - $708
3.1K $86.2M
ORI
Old Republic International Corp

Financial Services
4
+ 0.71%
$35.74 - $42.47 $143 - $170
569 $24.2M
FRI
First Tr S&P Reit Index Fd

ETFs
7
+ 0.34%
$26.59 - $28.38 $186 - $199
2.05K $57.7M
DTM
Dt Midstream, Inc.

Energy
2
+ 0.32%
$99.17 - $113.27 $198 - $227
636 $71.9M
SCCO
Southern Copper Corp

Basic Materials
1
+ 0.98%
$90.54 - $121.36 $90.5 - $121
103 $12.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20
+ 1.4%
$21.69 - $23.34 $434 - $467
1.45K $33.7M
PL
Planet Labs Pbc

Industrials
165
New
$6.14 - $12.98 $1.01K - $2.14K
165 $2.14M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2
+ 0.5%
$136.48 - $142.97 $273 - $286
400 $56.1M
IONQ
Ion Q, Inc.

Technology
32
New
$36.79 - $75.14 $1.18K - $2.4K
32 $1.97M
ICSH
Blackrock Ultra Short Term Bon

ETFs
36
+ 0.9%
$50.52 - $50.75 $1.82K - $1.83K
4.03K $205M
AFL
Aflac Inc

Financial Services
1
+ 0.34%
$98.09 - $111.7 $98.1 - $112
292 $32.6M
Uniti Group LLC
307
New
N/A
307 $1.88M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2
+ 0.28%
$23.82 - $25.84 $47.6 - $51.7
720 $18.5M
IYH
Ishares Tr

ETFs
1
+ 0.19%
$54.36 - $58.96 $54.4 - $59
524 $30.8M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1
+ 0.2%
$72.91 - $77.23 $72.9 - $77.2
502 $38.3M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
2
+ 0.45%
$49.48 - $53.78 $99 - $108
445 $23.3M
HPQ
Hp Inc

Technology
1
+ 0.24%
$24.45 - $29.35 $24.5 - $29.4
414 $11.3M
EXC
Exelon Corp

Utilities
5
+ 0.92%
$42.73 - $45.54 $214 - $228
549 $24.7M
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.01%
$108.22 - $120.47 $108 - $120
8.06K $894M
Capital Grp Fixed Incm ETF T
9
+ 0.74%
N/A
1.22K $30.9M
BMO
Bank Of Montreal

Financial Services
1
+ 2.13%
$110.44 - $130.66 $110 - $131
48 $6.22M
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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