Financial Perspectives, Inc Incresed Positions in Q1 2025

Financial Perspectives, Inc

  • $292 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
STX
Seagate Technology Holdings PLC

Technology
1
+ 0.84%
$84.92 - $108.42 $84.9 - $108
120 $10.2M
UPRO
Proshares Trust Proshares Ultr

ETFs
2
+ 10.0%
$71.19 - $99.29 $142 - $199
22 $1.63M
VB
Vanguard Small Cap ETF

ETFs
16
+ 8.21%
$217.89 - $252.64 $3.49K - $4.04K
211 $46.8M
CNQ
Canadian Natural Resources LTD

Energy
31
+ 0.19%
$26.72 - $32.74 $828 - $1.01K
16.2K $500M
TQQQ
Proshares Ultrapro Qqq

ETFs
7
+ 25.93%
$57.3 - $90.39 $401 - $633
34 $1.94M
SPYG
Spdr Portfolio

ETFs
2
+ 3.7%
$80.05 - $92.39 $160 - $185
56 $4.51M
LIT
Global X Fds Global X Lithium

ETFs
1
+ 0.51%
$38.8 - $42.84 $38.8 - $42.8
196 $7.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
+ 0.5%
$23.16 - $27.04 $23.2 - $27
201 $4.7M
Fidelity Covington Trust
1
+ 0.24%
N/A
410 $12.9M
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
5
+ 0.91%
$25.79 - $33.75 $129 - $169
554 $14.9M
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.68%
$68.12 - $83.42 $68.1 - $83.4
149 $11.1M
ILCB
Ishares Morningstar U.S. Equit

ETFs
1
+ 0.37%
$76.17 - $85.05 $76.2 - $85.1
272 $21M
TFC
Truist Financial Corp

Financial Services
1
+ 0.16%
$39.48 - $48.15 $39.5 - $48.2
637 $26.2M
DTM
Dt Midstream, Inc.

Energy
2
+ 0.32%
$86.95 - $113.75 $174 - $228
631 $60.9M
HPQ
Hp Inc

Technology
1
+ 0.24%
$27.69 - $34.72 $27.7 - $34.7
412 $11.4M
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.26%
$149.27 - $169.4 $149 - $169
392 $59.2M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
6
+ 1.03%
$121.0 - $142.28 $726 - $854
590 $73.4M
VTRS
Viatris Inc

Healthcare
2
+ 0.13%
$8.68 - $12.42 $17.4 - $24.8
1.55K $13.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1
+ 0.09%
$120.29 - $134.6 $120 - $135
1.05K $129M
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.16%
$63.29 - $81.72 $63.3 - $81.7
634 $40.3M
CMCSA
Comcast Corp

Communication Services
9
+ 0.06%
$33.19 - $38.23 $299 - $344
15.3K $566M
Fidelity Wise Origin Bitcoin
196
+ 7.39%
N/A
2.85K $205M
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.3%
$472.29 - $575.13 $472 - $575
338 $163M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
92
+ 1.66%
$57.21 - $65.8 $5.26K - $6.05K
5.62K $328M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.17%
$254.58 - $302.92 $255 - $303
577 $147M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
206
+ 4.48%
$102.49 - $119.96 $21.1K - $24.7K
4.81K $503M
CARR
Carrier Global Corp

Industrials
1
+ 0.02%
$62.07 - $70.55 $62.1 - $70.6
6.26K $397M
VTI
Vanguard Total Stock Market Et

ETFs
8
+ 0.34%
$271.18 - $303.12 $2.17K - $2.42K
2.34K $642M
DAL
Delta Air Lines, Inc.

Industrials
1
+ 0.04%
$43.6 - $69.06 $43.6 - $69.1
2.59K $113M
Brookfield Infrastructure CO
6
+ 0.05%
N/A
12.9K $465M
IVV
Ishares Core S&P 500 ETF

ETFs
65
+ 0.99%
$554.06 - $615.85 $36K - $40K
6.6K $3.8B
VCR
Vanguard Consumer Discretionar

ETFs
105
+ 5.74%
$318.51 - $391.75 $33.4K - $41.1K
1.94K $630M
GOOGL
Alphabet Inc.

Communication Services
142
+ 3.59%
$154.33 - $206.19 $21.9K - $29.3K
4.1K $633M
IWF
Ishares Russell 1000 Gr ETF

ETFs
16
+ 0.49%
$360.07 - $417.26 $5.76K - $6.68K
3.26K $1.18B
CGGR
Capital Group Growth ETF Shs C

ETFs
406
+ 0.85%
$33.98 - $39.84 $13.8K - $16.2K
48.3K $1.65B
IYW
Ishares Dj Us Tech ETF

ETFs
63
+ 0.52%
$140.44 - $166.79 $8.85K - $10.5K
12.1K $1.69B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
393
+ 1.42%
$161.27 - $192.3 $63.4K - $75.6K
28.1K $4.54B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
399
+ 1.27%
$165.25 - $224.62 $65.9K - $89.6K
31.7K $5.27B
TSLA
Tesla, Inc.

Consumer Cyclical
817
+ 10.42%
$222.15 - $428.22 $181K - $350K
8.66K $2.24B
NVDA
Nvidia Corp

Technology
1.27K
+ 2.83%
$106.98 - $149.43 $135K - $189K
46K $4.98B
VGT
Vanguard Information Technolog

ETFs
1.09K
+ 4.11%
$542.38 - $646.34 $591K - $705K
27.6K $15B
AVGO
Broadcom Inc.

Technology
6
+ 0.02%
$167.43 - $244.7 $1K - $1.47K
32.7K $5.48B
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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