Financial Perspectives, Inc Incresed Positions in Q2 2025

Financial Perspectives, Inc

  • $331 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3
+ 0.19%
$63.36 - $80.23 $190 - $241
1.56K $125M
ECL
Ecolab Inc.

Basic Materials
2
+ 0.25%
$225.65 - $270.95 $451 - $542
806 $217M
SOFI
So Fi Technologies, Inc.

Financial Services
650
+ 520.0%
$9.5 - $18.21 $6.18K - $11.8K
775 $14.1M
DOCU
Docusign, Inc.

Technology
212
+ 21.95%
$70.35 - $93.84 $14.9K - $19.9K
1.18K $91.8M
ICLN
Ishares

ETFs
270
+ 5.84%
$10.56 - $13.31 $2.85K - $3.59K
4.9K $64.2M
QCOM
Qualcomm Inc

Technology
1
+ 0.05%
$124.66 - $159.48 $125 - $159
1.95K $311M
CNQ
Canadian Natural Resources LTD

Energy
40
+ 0.25%
$25.14 - $34.01 $1.01K - $1.36K
16.3K $511M
VALE
Vale S.A.

Basic Materials
1.9K
+ 6.88%
$8.26 - $10.1 $15.7K - $19.2K
29.5K $287M
BFA
Brown Forman Corp Cl A
400
+ 400.0%
N/A
500 $13.7M
FIW
First Trust Water ETF

ETFs
2
+ 0.15%
$90.26 - $108.05 $181 - $216
1.38K $149M
XLV
Select Sector Spdr Fund Health

ETFs
92
+ 32.74%
$128.77 - $144.3 $11.8K - $13.3K
373 $50.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
348
+ 12.44%
$483.48 - $539.8 $168K - $188K
3.15K $1.53B
DTM
Dt Midstream, Inc.

Energy
3
+ 0.48%
$87.23 - $109.91 $262 - $330
634 $69.6M
STX
Seagate Technology Holdings PLC

Technology
2
+ 1.67%
$66.54 - $144.33 $133 - $289
122 $17.5M
ILMN
Illumina, Inc.

Healthcare
11
+ 2.89%
$70.3 - $95.41 $773 - $1.05K
392 $37.4M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5
+ 0.85%
$108.87 - $133.04 $544 - $665
595 $79.1M
CSX
Csx Corp

Industrials
5
+ 0.3%
$26.69 - $32.91 $133 - $165
1.69K $55.2M
IJS
Ishares S&P Smallcap 600 Value

ETFs
4
+ 0.17%
$83.54 - $100.04 $334 - $400
2.36K $235M
NKE
Nike, Inc.

Consumer Cyclical
2
+ 0.32%
$53.27 - $72.04 $107 - $144
636 $45.2M
CVX
Chevron Corp

Energy
318
+ 18.74%
$133.73 - $168.51 $42.5K - $53.6K
2.02K $288M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
33
+ 0.77%
$51.68 - $52.76 $1.71K - $1.74K
4.33K $228M
CYRX
Cryoport, Inc.

Industrials
800
+ 49.02%
$4.95 - $7.46 $3.96K - $5.97K
2.43K $18.1M
Ishares Bitcoin Trust ETF
22
+ 21.36%
N/A
125 $7.65M
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.26%
$131.84 - $157.76 $132 - $158
393 $62M
SDG
Ishares Trust Ishares Msci Glo

ETFs
7
+ 1.11%
$65.66 - $77.49 $460 - $542
640 $48.5M
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.42%
$168.34 - $195.42 $337 - $391
483 $94.4M
ILCB
Ishares Morningstar U.S. Equit

ETFs
1
+ 0.37%
$68.63 - $85.78 $68.6 - $85.8
273 $23.4M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1
+ 0.2%
$61.08 - $74.04 $61.1 - $74
501 $37.1M
Grail Inc
1
+ 1.12%
N/A
90 $4.63M
OSK
Oshkosh Corp

Industrials
1
+ 0.86%
$79.17 - $113.62 $79.2 - $114
117 $13.2M
ICSH
Blackrock Ultra Short Term Bon

ETFs
34
+ 0.86%
$50.48 - $50.71 $1.72K - $1.72K
4K $203M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1
+ 0.7%
$101.97 - $126.75 $102 - $127
144 $18.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2
+ 0.28%
$19.1 - $23.83 $38.2 - $47.7
718 $17.1M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2
+ 1.3%
$57.14 - $72.68 $114 - $145
156 $11.4M
Fidelity Covington Trust
2
+ 0.49%
N/A
412 $14.2M
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.67%
$68.14 - $82.13 $68.1 - $82.1
150 $12.2M
SCCO
Southern Copper Corp

Basic Materials
1
+ 0.99%
$75.63 - $104.64 $75.6 - $105
102 $10.3M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
6
+ 0.5%
$85.42 - $94.39 $513 - $566
1.2K $112M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.06%
$335.24 - $380.78 $335 - $381
1.78K $651M
HPE
Hewlett Packard Enterprise CO

Technology
1
+ 0.91%
$12.51 - $20.45 $12.5 - $20.5
111 $2.27M
ADBE
Adobe Inc.

Technology
3
+ 2.03%
$340.0 - $420.68 $1.02K - $1.26K
151 $58.5M
EEMV
Ishares Msci Emerging Markets

ETFs
1
+ 1.05%
$54.12 - $62.8 $54.1 - $62.8
96 $6.01M
FAST
Fastenal CO

Industrials
68
+ 100.0%
$40.65 - $83.16 $2.76K - $5.65K
136 $5.72M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6
+ 0.74%
$50.52 - $50.92 $303 - $306
816 $41.6M
EL
Estee Lauder Companies Inc

Consumer Defensive
1
+ 4.17%
$50.06 - $80.8 $50.1 - $80.8
25 $1.98M
VTRS
Viatris Inc

Healthcare
3
+ 0.19%
$7.26 - $9.12 $21.8 - $27.4
1.55K $13.9M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
3
+ 0.85%
$46.47 - $47.67 $139 - $143
355 $16.9M
CVY
Invesco Exchange Traded Fd Tr

ETFs
5
+ 1.2%
$22.24 - $25.88 $111 - $129
422 $10.9M
ST
Sensata Technologies Holding PLC

Technology
1
+ 3.33%
$17.69 - $30.11 $17.7 - $30.1
31 $922K
Activity Summary
Buys All Purchases 201 New Holdings 18 Increased Positions 183 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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