Financial Perspectives, Inc ETFs

Financial Perspectives, Inc

$331 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWV Ishares Russell 3000 ETF	$0	$17.6 Million 0.01% of portfolio	50	Q4 2023 Added 455.56%
SCHB Schwab Strategic Tr Us Broad M	$0	$17.1 Million 0.01% of portfolio	718	Q2 2025 Added 0.28%
BGRN Ishares Trust Ishares Usd Gre	$0	$16.9 Million 0.01% of portfolio	355	Q2 2025 Added 0.85%
IXUS Ishares Tr	$0	$16.4 Million 0.0% of portfolio	212	Q4 2023 Added 542.42%
DVY Ishares Tr	$0	$15.3 Million 0.0% of portfolio	115	Q2 2021 Reduced 99.12%
GLDM World Gold Trust	$9.76B	$14.2 Million 0.0% of portfolio	217	Q3 2022 Added 9.05%
XHB Spdr Series Tr Spdr S&P Homebu	$0	$14.2 Million 0.0% of portfolio	144	Q4 2023 Added 8.27%
IQLT Ishares Msci Intl Quality Fact	$0	$14.2 Million 0.0% of portfolio	328	Q4 2023 Added 14.69%
VV Vanguard Large Cap ETF	$0	$14 Million 0.0% of portfolio	49	Q2 2025 New
BBH Vaneck ETF Tr Biotech ETF	$0	$13.5 Million 0.0% of portfolio	88	Q2 2021 Reduced 99.43%
VRP Invesco ETF Tr Ii Var Rate Pfd	$0	$12.3 Million 0.0% of portfolio	505	Q2 2021 Reduced 96.13%
FBND Fidelity Merrimack Str Tr Tota	$0	$12.2 Million 0.0% of portfolio	266	Q1 2025 New
EMQQ Emqq Emerging Markets Internet	$0	$12 Million 0.0% of portfolio	289	Q4 2024 Added 1.76%
BLOK Amplify ETF Tr Trnsformational	$0	$11.6 Million 0.0% of portfolio	203	Q1 2025 Reduced 39.4%
PBW Invesco Exchange Traded Fd Tr	$0	$11.6 Million 0.0% of portfolio	581	Q3 2024 Added 0.35%
FDL First Tr Morningstar Dividend	$0	$11.5 Million 0.0% of portfolio	275	Q2 2021 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$11.4 Million 0.0% of portfolio	156	Q2 2025 Added 1.3%
CVY Invesco Exchange Traded Fd Tr	$0	$10.9 Million 0.0% of portfolio	422	Q2 2025 Added 1.2%
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$9.19 Million 0.0% of portfolio	210	Q2 2024 Added 40.0%
DGRW Wisdomtree Tr Us Quality Divid	$0	$8.71 Million 0.0% of portfolio	104	Q3 2022 New
XLRE Select Sector Spdr Tr Real Est	$0	$8.52 Million 0.0% of portfolio	206	Q2 2025 Added 0.98%
LIT Global X Fds Global X Lithium	$0	$7.52 Million 0.0% of portfolio	196	Q1 2025 Added 0.51%
FCG First Tr Exchange Traded Fd	$0	$7.49 Million 0.0% of portfolio	324	Q2 2021 Reduced 92.19%
LRGE Legg Mason ETF Invt Tr Clearbr	$0	$6.59 Million 0.0% of portfolio	83	Q4 2021 Added 315.0%
SLV I Shares Silver Trust	$18B	$6.56 Million 0.0% of portfolio	200	Q4 2022 Added 100.0%
EEMV Ishares Msci Emerging Markets	$0	$6.01 Million 0.0% of portfolio	96	Q2 2025 Added 1.05%
XLU Utilities Sector Spdr	$0	$5.8 Million 0.0% of portfolio	71	Q4 2023 Reduced 27.55%
FNDC Schwab Fundamental Intl Small	$0	$5.68 Million 0.0% of portfolio	135	Q2 2021 Reduced 97.33%
XAR Spdr S&P Aerospace & Defense E	$0	$5.48 Million 0.0% of portfolio	26	Q3 2022 New
SPYG Spdr Portfolio	$0	$5.35 Million 0.0% of portfolio	56	Q1 2025 Added 3.7%
SCHA Schwab Strategic Tr Us Small C	$0	$5.09 Million 0.0% of portfolio	201	Q1 2025 Added 0.5%
JETS ETF Ser Solutions U S Global J	$0	$5.02 Million 0.0% of portfolio	218	Q4 2021 Added 0.46%
QCLN First Tr Nasdaq Clean Edge Gre	$0	$5.01 Million 0.0% of portfolio	153	Q2 2025 Reduced 39.76%
TQQQ Proshares Ultrapro Qqq	$0	$2.82 Million 0.0% of portfolio	34	Q1 2025 Added 25.93%
QQQM Invesco Exchange Traded Fd Tr	$0	$2.44 Million 0.0% of portfolio	11	Q2 2024 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$1.92 Million 0.0% of portfolio	24	Q2 2024 New
MTUM Ishares Msci Usa Momentum Fact	$0	$1.44 Million 0.0% of portfolio	6	Q2 2024 New
IWS Ishares Russell Midcap Value E	$0	$1.42 Million 0.0% of portfolio	11	Q2 2025 Reduced 74.42%
DLN Wisdomtree Tr U.S Largecap Div	$0	$1.31 Million 0.0% of portfolio	16	Q3 2024 New
QUAL Ishares Msci Usa Quality Facto	$0	$1.28 Million 0.0% of portfolio	7	Q2 2024 New
URA Global X Uranium ETF	$0	$233,000 0.0% of portfolio	6	Q2 2025 New
VLUE Ishares Msci Usa Value Factor	$0	$226,000 0.0% of portfolio	2	Q2 2024 New
MSOS Advisorshares Tr Pure Us Canna	$0	$44,000 0.0% of portfolio	18	Q4 2021 New

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