Financial Perspectives, Inc Incresed Positions in Q4 2024

Financial Perspectives, Inc

  • $298 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NEE
Nextera Energy Inc

Utilities
321
+ 22.05%
$69.77 - $85.43 $22.4K - $27.4K
1.78K $127M
VT
Vanguard Total World Stk Index

ETFs
87
+ 3.12%
$117.09 - $123.07 $10.2K - $10.7K
2.88K $338M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3
+ 0.22%
$72.18 - $81.41 $217 - $244
1.39K $105M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.19%
$124.26 - $134.12 $249 - $268
1.05K $135M
XLK
Technology Sector Spdr

ETFs
1
+ 0.21%
$220.26 - $241.44 $220 - $241
476 $111M
LOW
Lowes Companies Inc

Consumer Cyclical
45
+ 13.85%
$244.52 - $284.07 $11K - $12.8K
370 $91.3M
SBUX
Starbucks Corp

Consumer Cyclical
43
+ 37.07%
$87.44 - $102.5 $3.76K - $4.41K
159 $14.5M
IJS
Ishares S&P Smallcap 600 Value

ETFs
6
+ 0.23%
$104.59 - $118.05 $628 - $708
2.66K $289M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
2
+ 0.35%
$278.19 - $315.36 $556 - $631
576 $166M
SO
Southern CO

Utilities
57
+ 22.27%
$81.5 - $94.15 $4.65K - $5.37K
313 $25.8M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1
+ 0.2%
$63.19 - $73.31 $63.2 - $73.3
498 $34.2M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
32
+ 5.8%
$134.53 - $150.65 $4.3K - $4.82K
584 $79.1M
HD
Home Depot, Inc.

Consumer Cyclical
76
+ 4.34%
$385.02 - $431.37 $29.3K - $32.8K
1.83K $710M
DSI
Ishares Msci Kld 400 Social Et

ETFs
2
+ 0.25%
$107.41 - $115.71 $215 - $231
797 $87.9M
ICSH
Blackrock Ultra Short Term Bon

ETFs
49
+ 1.26%
$50.35 - $50.69 $2.47K - $2.48K
3.94K $199M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.42K
+ 199.86%
$22.4 - $68.28 $31.7K - $96.6K
2.12K $49.2M
ILCB
Ishares Morningstar U.S. Equit

ETFs
1
+ 0.37%
$78.43 - $84.56 $78.4 - $84.6
271 $22M
ORI
Old Republic International Corp

Financial Services
4
+ 0.77%
$34.4 - $38.98 $138 - $156
526 $19M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
477
+ 201.27%
$22.01 - $66.82 $10.5K - $31.9K
714 $16.2M
BMO
Bank Of Montreal

Financial Services
1
+ 2.17%
$89.75 - $103.39 $89.8 - $103
47 $4.53M
LLY
Eli Lilly & CO

Healthcare
54
+ 14.88%
$727.2 - $932.06 $39.3K - $50.3K
417 $322M
Fidelity Covington Trust
1
+ 0.25%
N/A
409 $13.4M
SONY
Sony Group Corp

Technology
84
+ 400.0%
$17.53 - $96.8 $1.47K - $8.13K
105 $2.22M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6
+ 0.75%
$50.67 - $50.9 $304 - $305
804 $40.8M
HPE
Hewlett Packard Enterprise CO

Technology
1
+ 0.92%
$19.31 - $23.95 $19.3 - $24
110 $2.34M
SCHA
Schwab Strategic Tr Us Small C

ETFs
101
+ 102.02%
$25.33 - $51.16 $2.56K - $5.17K
200 $5.17M
Strategic Trust
1
+ 0.61%
N/A
165 $5.4M
FNDA
Schwab Fundamental U S Small C

ETFs
544
+ 100.0%
$29.26 - $59.11 $15.9K - $32.2K
1.09K $32.3M
COP
Conocophillips

Energy
7
+ 5.43%
$95.12 - $114.72 $666 - $803
136 $13.5M
CVY
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.98%
$24.81 - $27.22 $99.2 - $109
414 $10.4M
EEMV
Ishares Msci Emerging Markets

ETFs
3
+ 3.26%
$57.85 - $63.11 $174 - $189
95 $5.48M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
5
+ 1.45%
$46.52 - $48.32 $233 - $242
349 $16.3M
TSN
Tyson Foods, Inc.

Consumer Defensive
3
+ 1.02%
$57.14 - $64.54 $171 - $194
298 $17.1M
XLRE
Select Sector Spdr Tr Real Est

ETFs
3
+ 1.5%
$40.06 - $45.21 $120 - $136
203 $8.24M
PATK
Patrick Industries Inc

Consumer Cyclical
26
+ 50.0%
$82.71 - $146.16 $2.15K - $3.8K
78 $6.51M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3
+ 1.89%
$60.13 - $67.31 $180 - $202
162 $9.85M
EMQQ
Emqq Emerging Markets Internet

ETFs
5
+ 1.76%
$34.48 - $41.58 $172 - $208
289 $9.97M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1
+ 0.07%
$57.38 - $61.11 $57.4 - $61.1
1.45K $84.3M
HPQ
Hp Inc

Technology
1
+ 0.24%
$32.46 - $39.3 $32.5 - $39.3
411 $13.4M
EXC
Exelon Corp

Utilities
5
+ 0.95%
$36.22 - $40.97 $181 - $205
534 $20.1M
PEAK
Healthpeak Properties, Inc.

Real Estate
10
+ 1.5%
N/A
678 $13.7M
AEP
American Electric Power CO Inc

Utilities
22
+ 6.3%
$90.91 - $102.21 $2K - $2.25K
371 $34.2M
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.78%
$136.28 - $154.74 $136 - $155
130 $17.8M
MCD
Mcdonalds Corp

Consumer Cyclical
40
+ 4.23%
$288.47 - $316.54 $11.5K - $12.7K
986 $286M
AFL
Aflac Inc

Financial Services
1
+ 0.35%
$100.37 - $115.27 $100 - $115
290 $30M
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.42%
$189.5 - $206.17 $379 - $412
479 $91.5M
EEM
Ishares Msci Emerging Markets

ETFs
8
+ 1.16%
$41.82 - $47.36 $335 - $379
700 $29.3M
XOM
Exxon Mobil Corp

Energy
448
+ 8.52%
$105.51 - $125.37 $47.3K - $56.2K
5.71K $614M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
2
+ 0.41%
$47.92 - $55.17 $95.8 - $110
484 $23.3M
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
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