Financial Perspectives, Inc Incresed Positions in Q1 2025

Financial Perspectives, Inc

  • $292 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
7.93K
+ 7.9%
$67.08 - $76.14 $532K - $604K
108K $7.99B
HDV
Ishares Core High Dividend ETF

ETFs
489
+ 0.7%
$110.86 - $121.12 $54.2K - $59.2K
70.7K $8.56B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.2K
+ 29.65%
$50.39 - $50.66 $613K - $616K
53.2K $2.69B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.99K
+ 4.04%
$78.97 - $85.82 $315K - $343K
103K $8.54B
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.02%
$169.2 - $216.66 $508 - $650
13.1K $2.75B
FSTA
Fidelity Covington Tr Msci Con

ETFs
3.54K
+ 3.2%
$48.3 - $52.85 $171K - $187K
114K $5.89B
COST
Costco Wholesale Corp

Consumer Defensive
305
+ 37.42%
$890.62 - $1076.86 $272K - $328K
1.12K $1.06B
VDC
Vanguard Consumer Staples ETF

ETFs
1.05K
+ 9.87%
$206.54 - $226.16 $216K - $236K
11.6K $2.55B
DGRO
Ishares Core Dividend Growth E

ETFs
4.25K
+ 8.22%
$60.46 - $64.42 $257K - $274K
55.9K $3.45B
MMM
3 M CO

Industrials
185
+ 1.34%
$129.7 - $155.12 $24K - $28.7K
14K $2.06B
CGGO
Capital Group Global Growth Eq

ETFs
8.21K
+ 19.01%
$28.33 - $30.84 $232K - $253K
51.4K $1.46B
AMGN
Amgen Inc

Healthcare
2
+ 0.06%
$258.59 - $327.36 $517 - $655
3.58K $1.11B
MSTR
Microstrategy Inc

Technology
582
+ 348.5%
$239.27 - $396.5 $139K - $231K
749 $216M
T
At&T Inc.

Communication Services
52
+ 0.26%
$21.56 - $28.28 $1.12K - $1.47K
20.2K $570M
SPY
Spdr S&P 500 ETF Trust

ETFs
494
+ 7.7%
$551.42 - $612.93 $272K - $303K
6.91K $3.87B
FENY
Fidelity Covington Tr Msci Ene

ETFs
24
+ 0.04%
$23.24 - $26.16 $558 - $628
54.8K $1.4B
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.04%
$461.52 - $548.18 $923 - $1.1K
4.46K $2.34B
EFV
Msci Eafe Value ETF

ETFs
355
+ 4.28%
$51.88 - $60.73 $18.4K - $21.6K
8.64K $509M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.94K
+ 7.38%
$27.01 - $28.54 $52.3K - $55.3K
28.2K $788M
VDE
Vanguard Energy ETF

ETFs
15
+ 0.22%
$119.14 - $132.76 $1.79K - $1.99K
6.97K $904M
VEA
Vanguard Ftse Developed Market

ETFs
170
+ 1.0%
$47.4 - $52.99 $8.06K - $9.01K
17.2K $874M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
927
+ 18.66%
$72.01 - $79.94 $66.8K - $74.1K
5.9K $437M
JPM
Jpmorgan Chase & CO

Financial Services
4
+ 0.04%
$225.19 - $279.95 $901 - $1.12K
9.72K $2.38B
VHT
Vanguard Health Care ETF

ETFs
58
+ 1.78%
$254.06 - $273.83 $14.7K - $15.9K
3.31K $877M
FDVV
Fidelity High Dividend ETF

ETFs
943
+ 28.04%
$48.86 - $52.28 $46.1K - $49.3K
4.31K $214M
IEFA
Ishares Tr

ETFs
94
+ 1.53%
$69.57 - $78.65 $6.54K - $7.39K
6.23K $471M
Solventum Corp
46
+ 1.48%
N/A
3.15K $239M
META
Meta Platforms, Inc.

Communication Services
122
+ 2.98%
$576.36 - $736.67 $70.3K - $89.9K
4.21K $2.43B
VALE
Vale S.A.

Basic Materials
138
+ 0.5%
$8.5 - $10.19 $1.17K - $1.41K
27.6K $276M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
984
+ 73.32%
$28.25 - $31.5 $27.8K - $31K
2.33K $69.6M
IXN
Ishares Global Information Tec

ETFs
636
+ 34.12%
$75.73 - $88.4 $48.2K - $56.2K
2.5K $189M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
359
+ 25.88%
$65.44 - $70.64 $23.5K - $25.4K
1.75K $119M
EFG
Msci Eafe Growth ETF

ETFs
179
+ 5.28%
$96.1 - $106.37 $17.2K - $19K
3.57K $357M
DFE
Wisdomtree Tr Europe Smallcap

ETFs
27
+ 0.46%
$54.53 - $63.21 $1.47K - $1.71K
5.85K $357M
XLE
Energy Sector Spdr

ETFs
23
+ 0.73%
$85.7 - $93.96 $1.97K - $2.16K
3.19K $298M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
237
+ 24.84%
$87.68 - $94.52 $20.8K - $22.4K
1.19K $112M
VTV
Vanguard Value ETF

ETFs
17
+ 0.26%
$167.73 - $179.21 $2.85K - $3.05K
6.67K $1.15B
IGRO
Ishares Tr International Divid

ETFs
18
+ 0.35%
$66.91 - $73.87 $1.2K - $1.33K
5.2K $377M
DTE
Dte Energy CO

Utilities
6
+ 0.45%
$117.6 - $138.27 $706 - $830
1.35K $187M
XLV
Select Sector Spdr Fund Health

ETFs
151
+ 116.15%
$137.61 - $149.68 $20.8K - $22.6K
281 $41M
DSI
Ishares Msci Kld 400 Social Et

ETFs
281
+ 35.26%
$101.98 - $115.66 $28.7K - $32.5K
1.08K $110M
VZ
Verizon Communications Inc

Communication Services
9
+ 0.23%
$37.81 - $46.49 $340 - $418
3.97K $180M
CI
Cigna Corp

Healthcare
2
+ 0.53%
$274.49 - $329.0 $549 - $658
380 $125M
NU
Nu Holdings Ltd.

Financial Services
2.35K
+ 7.69%
$10.12 - $13.95 $23.8K - $32.8K
32.9K $337M
VT
Vanguard Total World Stk Index

ETFs
208
+ 7.23%
$115.08 - $123.97 $23.9K - $25.8K
3.09K $358M
IEMG
Ishares Inc

ETFs
49
+ 0.56%
N/A
8.86K $478M
FRI
First Tr S&P Reit Index Fd

ETFs
632
+ 44.73%
$26.34 - $28.74 $16.6K - $18.2K
2.05K $56.2M
ECL
Ecolab Inc.

Basic Materials
2
+ 0.25%
$229.72 - $269.82 $459 - $540
804 $204M
AZN
Astrazeneca PLC

Healthcare
1
+ 0.05%
$65.37 - $77.96 $65.4 - $78
1.86K $137M
Activity Summary
Buys All Purchases 152 New Holdings 9 Increased Positions 143 Sells All Sells 94 Reductions 89 Sold out 5 Options Calls 0 Puts 0
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