Financial Perspectives, Inc Incresed Positions in Q2 2025

Financial Perspectives, Inc

  • $331 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
549
+ 1.66%
$354.56 - $497.45 $195K - $273K
33.7K $16.7B
VGT
Vanguard Information Technolog

ETFs
995
+ 3.6%
$470.37 - $663.28 $468K - $660K
28.6K $19B
AVGO
Broadcom Inc.

Technology
327
+ 1.0%
$146.29 - $275.65 $47.8K - $90.1K
33K $9.11B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.79K
+ 11.96%
$141.37 - $228.57 $536K - $867K
35.5K $8.04B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.01K
+ 2.17%
$82.96 - $110.1 $167K - $221K
94.7K $10.4B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
11.7K
+ 10.8%
$65.84 - $80.81 $771K - $946K
120K $9.62B
VIG
Vanguard Dividend Appreciation

ETFs
3.11K
+ 7.22%
N/A
46.1K $9.44B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
312
+ 1.11%
$139.8 - $197.22 $43.6K - $61.5K
28.5K $5.61B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.55K
+ 3.35%
$114.78 - $133.31 $522K - $606K
140K $18.7B
AMZN
Amazon Com Inc

Consumer Cyclical
1.77K
+ 8.54%
$167.32 - $223.3 $297K - $396K
22.6K $4.95B
META
Meta Platforms, Inc.

Communication Services
267
+ 6.34%
$484.66 - $738.09 $129K - $197K
4.48K $3.31B
GOOG
Alphabet Inc.

Communication Services
639
+ 2.32%
$146.58 - $180.01 $93.7K - $115K
28.2K $5B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
26.1K
+ 92.5%
$24.32 - $27.87 $634K - $727K
54.3K $1.44B
SPY
Spdr S&P 500 ETF Trust

ETFs
228
+ 3.3%
$496.48 - $617.85 $113K - $141K
7.14K $4.41B
DGRO
Ishares Core Dividend Growth E

ETFs
6.26K
+ 11.19%
$55.22 - $63.94 $345K - $400K
62.1K $3.97B
IVV
Ishares Core S&P 500 ETF

ETFs
348
+ 5.27%
$498.8 - $620.9 $174K - $216K
6.95K $4.31B
IYW
Ishares Dj Us Tech ETF

ETFs
394
+ 3.27%
$122.57 - $173.27 $48.3K - $68.3K
12.5K $2.16B
SHOP
Shopify Inc.

Technology
699
+ 3.84%
$76.89 - $115.35 $53.7K - $80.6K
18.9K $2.18B
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.04%
$210.28 - $289.91 $841 - $1.16K
9.72K $2.82B
QQQ
Invesco Qqq Trust, Series 1

ETFs
328
+ 11.56%
$416.06 - $551.64 $136K - $181K
3.17K $1.75B
ASML
Asml Holding Nv

Technology
211
+ 12.29%
$595.37 - $815.24 $126K - $172K
1.93K $1.55B
SE
Sea LTD

Consumer Cyclical
72
+ 0.54%
$105.57 - $170.4 $7.6K - $12.3K
13.4K $2.14B
VUG
Vanguard Growth ETF

ETFs
744
+ 74.25%
$329.49 - $438.4 $245K - $326K
1.75K $765M
CGDV
Capital Group Divid Value ETF

ETFs
8.22K
+ 104.39%
$31.93 - $39.49 $263K - $325K
16.1K $636M
CGGO
Capital Group Global Growth Eq

ETFs
5.13K
+ 10.0%
$25.31 - $32.17 $130K - $165K
56.5K $1.81B
CGGR
Capital Group Growth ETF Shs C

ETFs
656
+ 1.36%
$30.53 - $40.65 $20K - $26.7K
49K $1.99B
VDC
Vanguard Consumer Staples ETF

ETFs
1.26K
+ 10.86%
$204.89 - $224.73 $259K - $284K
12.9K $2.82B
VT
Vanguard Total World Stk Index

ETFs
1.67K
+ 54.15%
$103.16 - $128.52 $172K - $215K
4.76K $611M
IWF
Ishares Russell 1000 Gr ETF

ETFs
82
+ 2.51%
$320.42 - $424.58 $26.3K - $34.8K
3.34K $1.42B
FSTA
Fidelity Covington Tr Msci Con

ETFs
5.33K
+ 4.66%
$47.94 - $52.5 $255K - $280K
120K $6.13B
TDIV
First Trust Nasdaq Technology

ETFs
683
+ 7.05%
$64.41 - $90.17 $44K - $61.6K
10.4K $935M
IDV
Ishares Tr

ETFs
348
+ 0.59%
$27.79 - $34.84 $9.67K - $12.1K
59.1K $2.04B
IWM
Ishares Russell 2000 ETF

ETFs
703
+ 22.1%
$174.82 - $215.79 $123K - $152K
3.88K $838M
IETC
Ishares U S ETF Tr

ETFs
463
+ 4.52%
$67.28 - $94.0 $31.2K - $43.5K
10.7K $1.01B
PLTR
Palantir Technologies Inc.

Technology
450
+ 18.95%
$74.01 - $144.25 $33.3K - $64.9K
2.83K $385M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1
+ 0.04%
$179.95 - $278.88 $180 - $279
2.69K $751M
NU
Nu Holdings Ltd.

Financial Services
4.6K
+ 13.97%
$9.6 - $13.72 $44.1K - $63.1K
37.5K $515M
CARR
Carrier Global Corp

Industrials
1.51K
+ 24.13%
$55.55 - $75.83 $83.9K - $115K
7.77K $569M
MSTR
Microstrategy Inc

Technology
163
+ 21.76%
$237.95 - $421.61 $38.8K - $68.7K
912 $369M
VCR
Vanguard Consumer Discretionar

ETFs
223
+ 11.52%
$290.42 - $364.35 $64.8K - $81.3K
2.16K $782M
VUSB
Vanguard Bd Index Fds
3.03K
+ 297.44%
N/A
4.04K $202M
GE
General Electric CO

Industrials
212
+ 13.66%
$166.81 - $257.39 $35.4K - $54.6K
1.76K $454M
Capital Group Core Balanced
4.04K
+ 225.92%
N/A
5.82K $195M
HDB
Hdfc Bank LTD

Financial Services
136
+ 1.28%
$63.78 - $77.48 $8.67K - $10.5K
10.8K $826M
MU
Micron Technology Inc

Technology
1
+ 0.03%
$64.72 - $127.91 $64.7 - $128
3.16K $389M
VEA
Vanguard Ftse Developed Market

ETFs
58
+ 0.34%
$45.65 - $57.01 $2.65K - $3.31K
17.3K $984M
Capital Group International
3.13K
+ 280.38%
N/A
4.25K $140M
CGMU
Capital Group Core Plus Income
3.76K
+ 301.6%
N/A
5.01K $134M
Fidelity Covington Trust
1.82K
+ 20.24%
N/A
10.8K $374M
Activity Summary
Buys All Purchases 201 New Holdings 18 Increased Positions 183 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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