Financial Perspectives, Inc Portfolio Holdings by Sector
Financial Perspectives, Inc
- $331 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VGT VYM IVW VYMI VIGI VIG HDV FSTA 193 stocks |
$160 Million
49.18% of portfolio
|
  91  
|
  20  
|
  5  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
MDT BSX ABT PODD SRDX DXCM GMED ZBH 13 stocks |
$35.1 Million
10.79% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AVGO TSM NVDA MU AMD QCOM INTC NXPI 13 stocks |
$25.7 Million
7.92% of portfolio
|
  4  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL PLTR PAGS STNE SQ NET PANW 16 stocks |
$19.3 Million
5.95% of portfolio
|
  6  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$13.3 Million
4.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN MELI SE BABA JD CPNG PDD W 10 stocks |
$10.8 Million
3.33% of portfolio
|
  5  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META GOOGL TWLO PINS 5 stocks |
$9.03 Million
2.78% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV JNJ AMGN GILD PFE LLY NVS AZN 12 stocks |
$6.91 Million
2.13% of portfolio
|
  5  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
SHOP NOW MSTR SNOW COIN NICE DOCU CRM 20 stocks |
$4.17 Million
1.28% of portfolio
|
  5  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM NU BAC UBS EWBC WFC C TD 10 stocks |
$4.15 Million
1.28% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA F GM XPEV TM STLA RIVN HMC 11 stocks |
$2.98 Million
0.92% of portfolio
|
  2  
|
  4  
|
  1  
|
- |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM HON CRESY BBU 4 stocks |
$2.83 Million
0.87% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB HDB ASB HBAN TFC PNC FITB FIBK 8 stocks |
$2.27 Million
0.7% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST WMT TGT DG 4 stocks |
$1.87 Million
0.58% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ASML AMAT KLAC 3 stocks |
$1.73 Million
0.53% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH CI MOH ELV CVS 5 stocks |
$1.65 Million
0.51% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B ORI ACGL AIG 4 stocks |
$1.56 Million
0.48% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
NVO BGNE CRSP REGN ARGX RPRX INCY GMAB 12 stocks |
$1.41 Million
0.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CMCSA T VZ TMUS FYBR LUMN BCE CHTR 9 stocks |
$1.38 Million
0.42% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA V PYPL AXP SOFI 5 stocks |
$1.3 Million
0.4% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
GIS MKC HRL POST BRBR K KHC SJM 8 stocks |
$1.02 Million
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
SRE BIP OTTR ALE AVA BKH 6 stocks |
$847,875
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX CVE PBR BP SU TTE 7 stocks |
$829,433
0.26% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS NFLX WBD NXST PARA FOXA NWSA 7 stocks |
$823,632
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI IYC RWR 3 stocks |
$803,069
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
CARR TT BLDR MAS APOG 5 stocks |
$771,130
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE PH ITW ETN EMR ROK OTIS IR 10 stocks |
$770,570
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$732,940
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT DE OSK 3 stocks |
$627,031
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG ALC WST BDX ICUI 5 stocks |
$624,998
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
DTE WEC NEE XEL EXC AEP PEG CNP 16 stocks |
$623,615
0.19% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
CNQ EOG COP WDS 4 stocks |
$579,974
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
AMP KKR BX ASG OWL HYI BXSL PFG 13 stocks |
$579,302
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO PM BTI 3 stocks |
$523,771
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO UI MSI ERIC LITE HPE NOK GILT 8 stocks |
$472,742
0.15% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
IRM DLR CCI WY AMT UNIT EPR 7 stocks |
$363,343
0.11% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO COKE CCEP 4 stocks |
$349,138
0.11% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
ABNB RCL MMYT TCOM CCL NCLH 6 stocks |
$339,849
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Other Industrial Metals & Mining | Basic Materials
VALE RIO BHP 3 stocks |
$329,993
0.1% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
ECL APD SHW RPM DD IFF PPG ALB 8 stocks |
$321,352
0.1% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM RSG 2 stocks |
$315,118
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD DRI SBUX DPZ CMG ARCO 6 stocks |
$305,458
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI CME 2 stocks |
$298,888
0.09% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA RTX GD HWM AXON NOC LMT TDG 8 stocks |
$262,307
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
KMI ENB DTM WMB 4 stocks |
$255,983
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
TEVA TAK ZTS VTRS HLN SUPN CRON 7 stocks |
$254,569
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Electronic Gaming & Multimedia | Communication Services
NTES RBLX BILI 3 stocks |
$253,350
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
FISV ACN IBM CTSH FIS KD UIS DXC 8 stocks |
$242,351
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO ILMN EXAS 3 stocks |
$234,422
0.07% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
TRV THG CB ALL 4 stocks |
$168,037
0.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG UL KMB EL 4 stocks |
$163,459
0.05% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP CSX WAB 3 stocks |
$157,542
0.05% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Farm Products | Consumer Defensive
ADM TSN 2 stocks |
$154,598
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
LRN CHGG 2 stocks |
$144,404
0.04% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
MFC PRU AFL MET 4 stocks |
$136,632
0.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$135,195
0.04% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Airlines | Industrials
DAL AAL ALK SNCY 4 stocks |
$132,374
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Retail | Real Estate
O SPG FCPT 3 stocks |
$125,202
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Distribution | Healthcare
MCK 1 stocks |
$104,788
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Beverages—Wineries & Distilleries | Consumer Defensive
STZ DEO 2 stocks |
$86,699
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
N/A | N/A
NRGX 1 stocks |
$79,866
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Health Information Services | Healthcare
VEEV TDOC 2 stocks |
$77,160
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$75,776
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
GS PIPR MS 3 stocks |
$71,550
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
PSA PLD 2 stocks |
$67,549
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
NKE SKX CROX 3 stocks |
$65,645
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
ROST TJX LULU 3 stocks |
$64,975
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
LOGI STX HPQ WDC DELL 5 stocks |
$63,832
0.02% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS CYRX FDX 3 stocks |
$59,471
0.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
HTHT MAR 2 stocks |
$57,911
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Renewable | Utilities
CEG BEP NEP 3 stocks |
$56,289
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$56,035
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Healthcare Facilities | Real Estate
WELL PEAK 2 stocks |
$55,704
0.02% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Residential Construction | Consumer Cyclical
PHM LEN 2 stocks |
$53,194
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Leisure | Consumer Cyclical
HAS MAT PTON 3 stocks |
$38,965
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Mortgage | Real Estate
AGNC LADR EFC 3 stocks |
$38,898
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Recreational Vehicles | Consumer Cyclical
BC PII 2 stocks |
$36,010
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$35,865
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$31,176
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Electronic Components | Technology
FLEX 1 stocks |
$24,461
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
BRSP ALEX 2 stocks |
$22,074
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
CSR 1 stocks |
$21,668
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
AN 1 stocks |
$19,865
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$19,676
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Chemicals | Basic Materials
DOW CE ASIX 3 stocks |
$18,711
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
KTB VFC UA HBI 4 stocks |
$18,657
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
WHR PATK 2 stocks |
$17,434
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Copper | Basic Materials
SCCO 1 stocks |
$10,319
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Brewers | Consumer Defensive
FMX 1 stocks |
$10,298
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$9,512
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Independent Power Producers | Utilities
PAM VST 2 stocks |
$9,266
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
UHAL AL 2 stocks |
$9,262
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Broadcasting | Communication Services
GTN-A TGNA GTN 3 stocks |
$9,235
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$7,516
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
FAST 1 stocks |
$5,720
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
VNT ST 2 stocks |
$5,353
0.0% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$4,683
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
CX 1 stocks |
$3,465
0.0% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Electrical Equipment & Parts | Industrials
NVT PLUG 2 stocks |
$2,861
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Gas | Utilities
SWX 1 stocks |
$2,752
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$2,652
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
CPHC DKNG 2 stocks |
$2,443
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Steel | Basic Materials
MSB 1 stocks |
$2,396
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Water | Utilities
PCYO 1 stocks |
$2,144
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Paper & Paper Products | Basic Materials
SLVM 1 stocks |
$1,102
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
QS 1 stocks |
$645
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Office | Real Estate
ONL 1 stocks |
$428
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
PENN 1 stocks |
$71
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$30
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|