Financial Perspectives, Inc Reduced Holdings in Q2 2025

Financial Perspectives, Inc

  • $331 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-106
- 2.38%
$274.35 - $599.47 $29.1K - $63.5K
4.36K $1.36B
MDT
Medtronic PLC

Healthcare
-4.06K
- 1.82%
$80.68 - $88.86 $328K - $361K
219K $19.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.32K
- 22.07%
$456.74 - $568.03 $603K - $750K
4.67K $2.65B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.36K
- 10.08%
$50.36 - $50.68 $270K - $272K
47.8K $2.42B
JNJ
Johnson & Johnson

Healthcare
-120
- 1.5%
$146.36 - $159.82 $17.6K - $19.2K
7.87K $1.2B
VDE
Vanguard Energy ETF

ETFs
-310
- 4.45%
$105.87 - $130.56 $32.8K - $40.5K
6.66K $793M
CSR
Centerspace

Real Estate
-1.52K
- 80.8%
$56.21 - $65.22 $85.2K - $98.8K
360 $21.7M
XOM
Exxon Mobil Corp

Energy
-449
- 9.75%
$99.93 - $119.04 $44.9K - $53.4K
4.16K $448M
VNQ
Vanguard Specialized Funds Van

ETFs
-283
- 2.98%
$79.79 - $91.42 $22.6K - $25.9K
9.22K $821M
ARKQ
Ark Autonomous Technology & Ro

ETFs
-722
- 62.84%
$58.8 - $89.17 $42.5K - $64.4K
427 $38.1M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-1.58K
- 47.27%
$40.51 - $71.03 $64.1K - $112K
1.77K $124M
THG
Hanover Insurance Group, Inc.

Financial Services
-180
- 36.0%
$150.66 - $178.04 $27.1K - $32K
320 $54.4M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-1.89K
- 41.62%
$18.34 - $24.56 $34.7K - $46.5K
2.66K $64.7M
XLE
Energy Sector Spdr

ETFs
-15
- 0.47%
$76.44 - $94.13 $1.15K - $1.41K
3.17K $269M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-424
- 11.27%
$51.14 - $57.0 $21.7K - $24.2K
3.34K $190M
ARKW
Ark Next Generation Internet E

ETFs
-846
- 43.41%
$82.77 - $147.9 $70K - $125K
1.1K $163M
Fidelity Covington Trust
-1.56K
- 11.72%
N/A
11.8K $376M
VZ
Verizon Communications Inc

Communication Services
-139
- 3.5%
$41.67 - $45.62 $5.79K - $6.34K
3.83K $166M
WELL
Welltower Inc.

Real Estate
-75
- 20.89%
$136.49 - $155.22 $10.2K - $11.6K
284 $43.7M
Rubrik Inc.
-3.7K
- 33.02%
N/A
7.51K $672M
IEMG
Ishares Inc

ETFs
-1.06K
- 12.0%
N/A
7.8K $468M
IP
International Paper CO

Consumer Cyclical
-150
- 60.0%
$43.89 - $54.46 $6.58K - $8.17K
100 $4.68M
PFG
Principal Financial Group Inc

Financial Services
-76
- 24.2%
$69.56 - $86.19 $5.29K - $6.55K
238 $18.9M
CVS
Cvs Health Corp

Healthcare
-97
- 12.05%
$60.04 - $70.18 $5.82K - $6.81K
708 $48.8M
CCI
Crown Castle International Corp

Real Estate
-46
- 7.96%
$94.83 - $107.06 $4.36K - $4.92K
532 $54.7M
CNP
Centerpoint Energy Inc

Utilities
-130
- 23.38%
$35.5 - $39.05 $4.62K - $5.08K
426 $15.7M
BP
Bp PLC

Energy
-51
- 6.98%
$26.11 - $33.81 $1.33K - $1.72K
680 $20.4M
GM
General Motors CO

Consumer Cyclical
-193
- 8.0%
$42.48 - $50.46 $8.2K - $9.74K
2.22K $109M
IWS
Ishares Russell Midcap Value E

ETFs
-32
- 74.42%
$110.58 - $132.14 $3.54K - $4.23K
11 $1.42M
Solventum Corp
-25
- 0.79%
N/A
3.12K $237M
GTN-A
Gray Television, Inc.

Communication Services
-500
- 50.0%
N/A
500 $5.43M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-101
- 39.76%
$24.46 - $33.16 $2.47K - $3.35K
153 $5.01M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-43
- 8.85%
$42.02 - $50.36 $1.81K - $2.17K
443 $22.1M
NIO
Nio Inc.

Consumer Cyclical
-5
- 18.52%
$3.14 - $4.31 $15.7 - $21.5
22 $75K
VOE
Vanguard Mid Cap Value Index F

ETFs
-22
- 2.31%
$141.87 - $164.49 $3.12K - $3.62K
929 $153M
EEM
Ishares Msci Emerging Markets

ETFs
-54
- 7.71%
$38.52 - $48.28 $2.08K - $2.61K
646 $31.2M
OGIG
Alps ETF Tr Oshares Global Int

ETFs
-516
- 16.85%
$38.95 - $53.59 $20.1K - $27.7K
2.55K $136M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-7
- 0.4%
$81.46 - $94.63 $570 - $662
1.74K $165M
T
At&T Inc.

Communication Services
-329
- 1.63%
$26.33 - $28.94 $8.66K - $9.52K
19.8K $574M
F
Ford Motor CO

Consumer Cyclical
-115
- 1.1%
$8.69 - $10.85 $999 - $1.25K
10.3K $112M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-4
- 0.36%
$57.41 - $74.81 $230 - $299
1.11K $82.1M
NFLX
Netflix Inc

Communication Services
-13
- 19.4%
$855.86 - $1339.13 $11.1K - $17.4K
54 $72.3M
VOT
Vanguard Mid Cap Growth Index

ETFs
-42
- 5.17%
$216.28 - $284.39 $9.08K - $11.9K
770 $219M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-313
- 4.31%
$51.36 - $62.5 $16.1K - $19.6K
6.94K $434M
Ge Vernova Inc
-18
- 4.71%
N/A
364 $193M
TSLA
Tesla, Inc.

Consumer Cyclical
-419
- 4.84%
$221.86 - $362.89 $93K - $152K
8.24K $2.62B
BSX
Boston Scientific Corp

Healthcare
-3.04K
- 2.22%
$89.7 - $107.41 $273K - $327K
134K $14.4B
MELI
Mercadolibre Inc

Consumer Cyclical
-106
- 7.42%
$1794.73 - $2613.63 $190K - $277K
1.32K $3.46B
NVDA
Nvidia Corp

Technology
-181
- 0.39%
$94.31 - $157.99 $17.1K - $28.6K
45.8K $7.23B
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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