Financial Perspectives, Inc Incresed Positions in Q1 2024

Financial Perspectives, Inc

  • $264 Billion
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
3.11K
+ 3.42%
$72.87 - $85.14 $227K - $265K
94K $7.94B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
20
+ 0.06%
$99.13 - $149.2 $1.98K - $2.98K
31.4K $4.27B
HDV
Ishares Core High Dividend ETF

ETFs
2.08K
+ 3.13%
$101.8 - $110.21 $212K - $229K
68.5K $7.55B
AMZN
Amazon Com Inc

Consumer Cyclical
2
+ 0.01%
$144.57 - $180.38 $289 - $361
20.3K $3.66B
FSTA
Fidelity Covington Tr Msci Con

ETFs
4.13K
+ 4.14%
$44.28 - $47.58 $183K - $197K
104K $4.95B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.64K
+ 2.81%
$77.9 - $82.79 $206K - $219K
96.6K $7.88B
GOOG
Alphabet Inc.

Communication Services
591
+ 2.21%
$132.56 - $154.84 $78.3K - $91.5K
27.4K $4.17B
DGRO
Ishares Core Dividend Growth E

ETFs
3.08K
+ 7.13%
$53.33 - $58.06 $164K - $179K
46.3K $2.69B
ASML
Asml Holding Nv

Technology
3
+ 0.18%
$700.29 - $1047.39 $2.1K - $3.14K
1.66K $1.61B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
4
+ 0.01%
$137.1 - $157.55 $548 - $630
27.9K $4.34B
IDV
Ishares Tr

ETFs
11.4K
+ 23.67%
$26.95 - $28.13 $307K - $320K
59.5K $1.67B
IVV
Ishares Core S&P 500 ETF

ETFs
40
+ 0.67%
$469.56 - $525.73 $18.8K - $21K
6.03K $3.17B
NVO
Novo Nordisk A S

Healthcare
15
+ 0.13%
$102.11 - $135.92 $1.53K - $2.04K
11.4K $1.46B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
69
+ 1.21%
$429.43 - $481.35 $29.6K - $33.2K
5.76K $2.77B
QQQ
Invesco Qqq Trust, Series 1

ETFs
153
+ 3.2%
$396.28 - $446.38 $60.6K - $68.3K
4.93K $2.19B
CGGR
Capital Group Growth ETF Shs C

ETFs
262
+ 0.56%
$27.54 - $32.16 $7.22K - $8.43K
47.4K $1.52B
SE
Sea LTD

Consumer Cyclical
33
+ 0.25%
$34.82 - $60.75 $1.15K - $2K
13.3K $716M
VTV
Vanguard Value ETF

ETFs
568
+ 9.61%
$147.46 - $162.86 $83.8K - $92.5K
6.48K $1.06B
IYW
Ishares Dj Us Tech ETF

ETFs
106
+ 0.9%
$117.5 - $136.59 $12.5K - $14.5K
11.8K $1.6B
CGGO
Capital Group Global Growth Eq

ETFs
1.97K
+ 6.03%
$25.15 - $28.93 $49.4K - $56.8K
34.5K $995M
FENY
Fidelity Covington Tr Msci Ene

ETFs
32
+ 0.06%
$21.97 - $25.87 $703 - $828
54.7K $1.42B
VDC
Vanguard Consumer Staples ETF

ETFs
111
+ 1.17%
$189.57 - $204.14 $21K - $22.7K
9.62K $1.96B
IETC
Ishares U S ETF Tr

ETFs
922
+ 10.02%
$60.09 - $71.58 $55.4K - $66K
10.1K $717M
IWF
Ishares Russell 1000 Gr ETF

ETFs
96
+ 3.28%
$294.43 - $339.01 $28.3K - $32.5K
3.03K $1.02B
VHT
Vanguard Health Care ETF

ETFs
291
+ 12.71%
$253.63 - $270.54 $73.8K - $78.7K
2.58K $698M
NU
Nu Holdings Ltd.

Financial Services
2.69K
+ 11.76%
$8.09 - $12.25 $21.8K - $33K
25.6K $305M
CNQ
Canadian Natural Resources LTD

Energy
591
+ 10.19%
$59.4 - $76.32 $35.1K - $45.1K
6.39K $488M
VDE
Vanguard Energy ETF

ETFs
15
+ 0.22%
$111.77 - $131.7 $1.68K - $1.98K
6.91K $910M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
625
+ 18.29%
$102.35 - $110.52 $64K - $69.1K
4.04K $447M
IEFA
Ishares Tr

ETFs
819
+ 23.98%
$68.14 - $74.43 $55.8K - $61K
4.23K $314M
EFG
Msci Eafe Growth ETF

ETFs
433
+ 12.66%
$93.77 - $104.85 $40.6K - $45.4K
3.85K $400M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
439
+ 9.69%
$75.25 - $80.63 $33K - $35.4K
4.97K $401M
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.25%
$232.77 - $260.14 $1.4K - $1.56K
2.38K $619M
IWM
Ishares Russell 2000 ETF

ETFs
148
+ 7.39%
$189.48 - $210.3 $28K - $31.1K
2.15K $452M
IXN
Ishares Global Information Tec

ETFs
516
+ 38.51%
$65.15 - $75.6 $33.6K - $39K
1.86K $139M
VUG
Vanguard Growth ETF

ETFs
8
+ 0.62%
$301.05 - $346.61 $2.41K - $2.77K
1.3K $449M
BA
Boeing CO

Industrials
288
+ 163.64%
$179.84 - $251.76 $51.8K - $72.5K
464 $89.5M
IFRA
Ishares Tr

ETFs
1
+ 0.01%
$38.14 - $43.36 $38.1 - $43.4
13.6K $591M
XLE
Energy Sector Spdr

ETFs
64
+ 2.11%
$79.91 - $94.41 $5.11K - $6.04K
3.1K $292M
WMT
Walmart Inc.

Consumer Defensive
3.16K
+ 200.19%
$58.61 - $175.86 $185K - $555K
4.73K $285M
HDB
Hdfc Bank LTD

Financial Services
1.01K
+ 53.06%
$52.36 - $66.62 $53K - $67.5K
2.92K $164M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
117
+ 2.78%
$65.15 - $72.83 $7.62K - $8.52K
4.32K $315M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
43
+ 2.06%
$100.95 - $117.92 $4.34K - $5.07K
2.13K $250M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.33K
+ 406.0%
$56.98 - $284.98 $247K - $1.23M
5.4K $328M
TDIV
First Trust Nasdaq Technology

ETFs
3
+ 0.05%
$61.89 - $70.93 $186 - $213
5.47K $381M
NICE
Nice Ltd.

Technology
5
+ 1.05%
$192.14 - $261.57 $961 - $1.31K
483 $126M
INTC
Intel Corp

Technology
1.38K
+ 26.47%
$41.83 - $49.55 $57.8K - $68.5K
6.6K $292M
USB
Us Bancorp \De\

Financial Services
22
+ 0.11%
$39.91 - $44.7 $878 - $983
19.8K $883M
SQ
Block, Inc.

Technology
155
+ 7.23%
$62.57 - $85.72 $9.7K - $13.3K
2.3K $195M
Activity Summary
Buys All Purchases 146 New Holdings 16 Increased Positions 130 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email