Financial Perspectives, Inc Incresed Positions in Q3 2024

Financial Perspectives, Inc

  • $288 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.15%
$160.76 - $177.82 $161 - $178
677 $117M
VXF
Vanguard Extended Market ETF

ETFs
29
+ 207.14%
$163.98 - $182.92 $4.76K - $5.3K
43 $7.83M
DTM
Dt Midstream, Inc.

Energy
3
+ 0.48%
$69.34 - $79.28 $208 - $238
626 $49.2M
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.3%
$150.05 - $171.34 $150 - $171
331 $55.2M
DSI
Ishares Msci Kld 400 Social Et

ETFs
3
+ 0.38%
$97.81 - $108.79 $293 - $326
795 $86.4M
EXC
Exelon Corp

Utilities
5
+ 0.95%
$34.24 - $40.55 $171 - $203
529 $21.5M
ICSH
Blackrock Ultra Short Term Bon

ETFs
38
+ 0.99%
$50.32 - $50.75 $1.91K - $1.93K
3.89K $197M
RIO
Rio Tinto PLC

Basic Materials
4
+ 0.94%
$59.71 - $71.21 $239 - $285
431 $30.7M
ORI
Old Republic International Corp

Financial Services
4
+ 0.77%
$29.89 - $35.9 $120 - $144
522 $18.5M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
2
+ 0.42%
$48.71 - $54.57 $97.4 - $109
482 $26.1M
PEAK
Healthpeak Properties, Inc.

Real Estate
9
+ 1.37%
N/A
668 $15.3M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10
+ 5.56%
$96.25 - $101.98 $963 - $1.02K
190 $19.2M
HLN
Haleon PLC

Healthcare
2
+ 0.32%
$8.32 - $10.7 $16.6 - $21.4
628 $6.64M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1
+ 0.5%
$38.04 - $45.36 $38 - $45.4
200 $8.95M
Gsk PLC
2
+ 0.39%
N/A
512 $20.9M
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.68%
$72.8 - $85.04 $72.8 - $85
148 $12.4M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1
+ 0.7%
$108.44 - $120.37 $108 - $120
143 $17.2M
ILCB
Ishares Morningstar U.S. Equit

ETFs
1
+ 0.37%
$71.38 - $79.23 $71.4 - $79.2
270 $21.4M
Fidelity Covington Trust
1
+ 0.25%
N/A
408 $13.1M
LIT
Global X Fds Global X Lithium

ETFs
1
+ 0.52%
$35.01 - $43.59 $35 - $43.6
195 $8.51M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1
+ 0.42%
$59.93 - $66.52 $59.9 - $66.5
237 $15.8M
STX
Seagate Technology Holdings PLC

Technology
1
+ 0.85%
$92.1 - $110.76 $92.1 - $111
119 $13M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
3
+ 0.88%
$46.29 - $48.52 $139 - $146
344 $16.6M
NGG
National Grid PLC

Utilities
3
+ 10.34%
$57.14 - $70.48 $171 - $211
32 $2.26M
CVY
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.99%
$24.57 - $26.46 $98.3 - $106
410 $10.7M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
1
+ 0.4%
$31.67 - $39.16 $31.7 - $39.2
254 $9.11M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
7
+ 0.88%
$50.61 - $50.96 $354 - $357
798 $40.6M
HPQ
Hp Inc

Technology
1
+ 0.24%
$32.02 - $38.11 $32 - $38.1
410 $14.7M
VOD
Vodafone Group Public LTD CO

Communication Services
7
+ 3.95%
$8.8 - $10.35 $61.6 - $72.5
184 $1.85M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1
+ 50.0%
$8.26 - $12.16 $8.26 - $12.2
3 $23K
PBW
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.35%
$17.77 - $23.99 $35.5 - $48
581 $11.6M
HPE
Hewlett Packard Enterprise CO

Technology
1
+ 0.93%
$16.1 - $21.44 $16.1 - $21.4
109 $2.23M
LLY
Eli Lilly & CO

Healthcare
7
+ 1.97%
$772.14 - $960.02 $5.4K - $6.72K
363 $322M
OSK
Oshkosh Corp

Industrials
1
+ 0.88%
$97.2 - $116.02 $97.2 - $116
115 $11.5M
XLE
Energy Sector Spdr

ETFs
24
+ 0.77%
$84.35 - $93.39 $2.02K - $2.24K
3.14K $276M
DIS
Walt Disney CO

Communication Services
1
+ 0.02%
$85.6 - $98.61 $85.6 - $98.6
5.26K $506M
F
Ford Motor CO

Consumer Cyclical
7
+ 0.06%
$9.71 - $14.55 $68 - $102
10.8K $114M
VDE
Vanguard Energy ETF

ETFs
14
+ 0.2%
$117.44 - $131.06 $1.64K - $1.83K
6.92K $848M
INTC
Intel Corp

Technology
11
+ 0.17%
$18.9 - $34.87 $208 - $384
6.62K $155M
FENY
Fidelity Covington Tr Msci Ene

ETFs
27
+ 0.05%
$23.09 - $25.75 $623 - $695
54.8K $1.32B
QCOM
Qualcomm Inc

Technology
1
+ 0.05%
$156.12 - $209.64 $156 - $210
1.98K $336M
MU
Micron Technology Inc

Technology
76
+ 2.52%
$86.27 - $136.82 $6.56K - $10.4K
3.09K $320M
AMZN
Amazon Com Inc

Consumer Cyclical
321
+ 1.58%
$161.02 - $200.0 $51.7K - $64.2K
20.6K $3.84B
WOLF
Wolfspeed, Inc.

Technology
2.17K
+ 20.11%
$7.6 - $24.99 $16.5K - $54.2K
12.9K $126M
GOOG
Alphabet Inc.

Communication Services
27
+ 0.1%
$149.54 - $192.66 $4.04K - $5.2K
27.4K $4.58B
Activity Summary
Buys All Purchases 161 New Holdings 15 Increased Positions 146 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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