Financial Perspectives, Inc Reduced Holdings in Q1 2025

Financial Perspectives, Inc

  • $292 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Grayscale Ethereum Trust ETF
-192
- 29.91%
N/A
450 $6.85M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-100
- 20.62%
$62.43 - $84.12 $6.24K - $8.41K
385 $25.1M
QCOM
Qualcomm Inc

Technology
-66
- 3.27%
$151.94 - $175.86 $10K - $11.6K
1.95K $300M
ADBE
Adobe Inc.

Technology
-3
- 1.99%
$377.84 - $464.11 $1.13K - $1.39K
148 $58M
CGXU
Capital Group Intl Focus Equit

ETFs
-335
- 6.71%
$24.48 - $26.59 $8.2K - $8.91K
4.66K $114M
UPS
United Parcel Service Inc

Industrials
-39
- 13.31%
$109.66 - $136.26 $4.28K - $5.31K
254 $27.9M
DOCU
Docusign, Inc.

Technology
-15
- 1.53%
$74.7 - $97.7 $1.12K - $1.47K
966 $79.9M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-132
- 39.4%
$36.88 - $49.3 $4.87K - $6.51K
203 $7.49M
DD
Du Pont De Nemours, Inc.

Basic Materials
-56
- 17.5%
$72.7 - $84.32 $4.07K - $4.72K
264 $19.7M
IWS
Ishares Russell Midcap Value E

ETFs
-31
- 41.89%
$122.59 - $135.24 $3.8K - $4.19K
43 $5.42M
DOW
Dow Inc.

Basic Materials
-56
- 13.66%
$34.36 - $41.92 $1.92K - $2.35K
354 $12.4M
MCD
Mcdonalds Corp

Consumer Cyclical
-84
- 8.52%
$279.74 - $321.29 $23.5K - $27K
902 $282M
TCOM
Trip.Com Group LTD

Consumer Cyclical
-62
- 14.29%
$56.68 - $73.5 $3.51K - $4.56K
372 $27.6M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-86
- 1.96%
$51.52 - $52.37 $4.43K - $4.5K
4.29K $225M
Grayscale Ethereum Mini Tr E
-19
- 26.76%
N/A
52 $895K
Grayscale Bitcoin Mini Tr Et
-20
- 20.83%
N/A
76 $2.77M
TWLO
Twilio Inc

Communication Services
-5
- 38.46%
$94.9 - $148.35 $475 - $742
8 $783K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-8
- 4.94%
$59.28 - $66.1 $474 - $529
154 $9.79M
NIO
Nio Inc.

Consumer Cyclical
-2
- 6.9%
$3.75 - $5.22 $7.5 - $10.4
27 $110K
Grail Inc
-1
- 1.11%
N/A
89 $2.3M
PDD
Pinduoduo Inc.

Consumer Cyclical
-17
- 20.99%
$94.68 - $131.34 $1.61K - $2.23K
64 $9.59M
OKTA
Okta, Inc.

Technology
-4
- 2.65%
$78.83 - $116.72 $315 - $467
147 $15.5M
INTC
Intel Corp

Technology
-400
- 8.25%
$19.1 - $27.39 $7.64K - $11K
4.45K $101M
SPGI
S&P Global Inc.

Financial Services
-13
- 2.5%
$478.26 - $543.77 $6.22K - $7.07K
506 $264M
MA
Mastercard Inc

Financial Services
-31
- 2.65%
$504.67 - $576.31 $15.6K - $17.9K
1.14K $629M
PAGS
Pag Seguro Digital Ltd.

Technology
-47
- 0.22%
$6.27 - $8.52 $295 - $400
21.2K $162M
STNE
Stone Co Ltd.

Technology
-56
- 0.41%
$7.85 - $11.45 $440 - $641
13.6K $143M
XPEV
Xpeng Inc.

Consumer Cyclical
-2
- 0.05%
$11.55 - $26.34 $23.1 - $52.7
4.4K $91.1M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-81
- 7.16%
$80.53 - $147.57 $6.52K - $12K
1.05K $150M
MO
Altria Group, Inc.

Consumer Defensive
-164
- 1.99%
$50.81 - $60.02 $8.33K - $9.84K
8.07K $484M
JNJ
Johnson & Johnson

Healthcare
-121
- 1.49%
$142.06 - $167.7 $17.2K - $20.3K
7.99K $1.32B
IDV
Ishares Tr

ETFs
-311
- 0.53%
$27.0 - $31.7 $8.4K - $9.86K
58.7K $1.82B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-55
- 1.93%
$442.66 - $534.52 $24.3K - $29.4K
2.8K $1.52B
SE
Sea LTD

Consumer Cyclical
-12
- 0.09%
$104.87 - $146.31 $1.26K - $1.76K
13.3K $1.73B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-293
- 0.22%
$126.11 - $135.06 $37K - $39.6K
136K $17.7B
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 0.07%
$1739.0 - $2260.0 $1.74K - $2.26K
1.43K $2.79B
BSX
Boston Scientific Corp

Healthcare
-7.73K
- 5.33%
$89.38 - $106.18 $691K - $821K
137K $13.8B
MDT
Medtronic PLC

Healthcare
-4.12K
- 1.81%
$79.84 - $94.5 $329K - $389K
223K $20B
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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