Financial Perspectives, Inc Incresed Positions in Q4 2024

Financial Perspectives, Inc

  • $298 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
1.43K
+ 7.66%
$21.22 - $23.88 $30.4K - $34.2K
20.1K $458M
MA
Mastercard Inc

Financial Services
17
+ 1.48%
$491.3 - $536.15 $8.35K - $9.11K
1.17K $615M
WELL
Welltower Inc.

Real Estate
359
+ 166.2%
$123.11 - $139.3 $44.2K - $50K
575 $72.5M
Bunge Global Sa
585
+ 585.0%
N/A
685 $53.3M
Ge Vernova Inc
60
+ 18.63%
N/A
382 $126M
UI
Ubiquiti Inc.

Technology
102
+ 152.24%
$223.6 - $362.72 $22.8K - $37K
169 $56.1M
WFC
Wells Fargo & Company

Financial Services
382
+ 37.78%
$54.98 - $77.35 $21K - $29.5K
1.39K $97.8M
TGT
Target Corp

Consumer Defensive
706
+ 24.97%
$121.59 - $160.69 $85.8K - $113K
3.53K $478M
ARGX
Argenx Se

Healthcare
41
+ 39.42%
$520.52 - $638.33 $21.3K - $26.2K
145 $89.2M
Fidelity Covington Trust
756
+ 10.28%
N/A
8.11K $267M
SRE
Sempra Energy

Utilities
34
+ 0.56%
$80.81 - $94.77 $2.75K - $3.22K
6.16K $540M
DAL
Delta Air Lines, Inc.

Industrials
6
+ 0.23%
$47.46 - $65.77 $285 - $395
2.59K $157M
CGCP
Capital Group Core Plus Income

ETFs
1.35K
+ 24.3%
$22.13 - $23.17 $30K - $31.4K
6.93K $154M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
262
+ 6.04%
$113.92 - $127.38 $29.8K - $33.4K
4.6K $530M
MCK
Mckesson Corp

Healthcare
21
+ 17.21%
$482.27 - $628.5 $10.1K - $13.2K
143 $81.5M
GD
General Dynamics Corp

Industrials
78
+ 195.0%
$260.28 - $314.03 $20.3K - $24.5K
118 $31.1M
Fidelity Covington Trust
527
+ 4.65%
N/A
11.9K $383M
PG
Procter & Gamble CO

Consumer Defensive
133
+ 19.65%
$161.05 - $179.7 $21.4K - $23.9K
810 $136M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
212
+ 4.46%
$75.22 - $82.17 $15.9K - $17.4K
4.97K $378M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.09%
$280.04 - $302.45 $560 - $605
2.33K $675M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3
+ 0.14%
$129.96 - $144.97 $390 - $435
2.08K $290M
CVS
Cvs Health Corp

Healthcare
466
+ 137.46%
$43.78 - $67.46 $20.4K - $31.4K
805 $36.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
214
+ 4.03%
$61.68 - $67.87 $13.2K - $14.5K
5.53K $344M
DTM
Dt Midstream, Inc.

Energy
3
+ 0.48%
$78.85 - $108.56 $237 - $326
629 $62.5M
CGDV
Capital Group Divid Value ETF

ETFs
656
+ 7.55%
$35.16 - $37.12 $23.1K - $24.4K
9.35K $330M
BOTZ
Global X Fds

ETFs
406
+ 7.34%
$31.11 - $34.18 $12.6K - $13.9K
5.94K $190M
GE
General Electric CO

Industrials
241
+ 18.38%
$159.95 - $194.23 $38.5K - $46.8K
1.55K $259M
Brookfield Asset Managmt LTD
1
+ 0.06%
N/A
1.62K $87.8M
MO
Altria Group, Inc.

Consumer Defensive
2
+ 0.02%
$49.06 - $57.74 $98.1 - $115
8.23K $431M
APD
Air Products & Chemicals, Inc.

Basic Materials
35
+ 33.33%
$285.5 - $335.62 $9.99K - $11.7K
140 $40.6M
KO
Coca Cola CO

Consumer Defensive
371
+ 25.73%
$61.74 - $71.71 $22.9K - $26.6K
1.81K $113M
MDLZ
Mondelez International, Inc.

Consumer Defensive
269
+ 53.91%
$59.25 - $72.99 $15.9K - $19.6K
768 $45.9M
TXN
Texas Instruments Inc

Technology
52
+ 140.54%
N/A
89 $16.7M
NICE
Nice Ltd.

Technology
66
+ 11.6%
$164.71 - $199.17 $10.9K - $13.1K
635 $108M
IWN
Ishares Russell2000 Val ETF

ETFs
60
+ 18.13%
$162.69 - $181.35 $9.76K - $10.9K
391 $64.1M
VB
Vanguard Small Cap ETF

ETFs
34
+ 21.12%
$233.76 - $261.58 $7.95K - $8.89K
195 $46.9M
PANW
Palo Alto Networks Inc

Technology
366
+ 100.0%
$181.96 - $405.9 $66.6K - $149K
732 $133M
VONG
Vanguard Russell 1000 Growth E

ETFs
30
+ 4.57%
$95.27 - $107.82 $2.86K - $3.23K
687 $71M
DGRO
Ishares Core Dividend Growth E

ETFs
1.23K
+ 2.43%
$60.73 - $64.94 $74.5K - $79.6K
51.6K $3.17B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
102
+ 11.97%
$88.59 - $94.57 $9.04K - $9.65K
954 $84.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
239
+ 6.87%
$57.53 - $60.83 $13.7K - $14.5K
3.72K $214M
VICE
Advisorshares Vice ETF (De)

ETFs
233
+ 10.89%
$31.34 - $34.15 $7.3K - $7.96K
2.37K $74.7M
CME
Cme Group Inc.

Financial Services
23
+ 34.33%
$221.17 - $246.02 $5.09K - $5.66K
90 $20.9M
TFC
Truist Financial Corp

Financial Services
131
+ 25.94%
$41.51 - $48.1 $5.44K - $6.3K
636 $27.6M
VXF
Vanguard Extended Market ETF

ETFs
29
+ 67.44%
$179.17 - $207.15 $5.2K - $6.01K
72 $13.7M
CGMS
Capital Grp Core Plus Income E
226
+ 24.57%
N/A
1.15K $31.3M
VO
Vanguard Mid Cap ETF

ETFs
20
+ 5.81%
$261.5 - $284.63 $5.23K - $5.69K
364 $96.2M
TOST
Toast, Inc.

Technology
125
+ 166.67%
$27.43 - $43.54 $3.43K - $5.44K
200 $7.29M
IXN
Ishares Global Information Tec

ETFs
5
+ 0.27%
$80.67 - $87.84 $403 - $439
1.86K $158M
Activity Summary
Buys All Purchases 273 New Holdings 61 Increased Positions 212 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email