Financial Perspectives, Inc Incresed Positions in Q3 2024

Financial Perspectives, Inc

  • $288 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MO
Altria Group, Inc.

Consumer Defensive
2
+ 0.02%
$45.95 - $54.71 $91.9 - $109
8.23K $420M
IETC
Ishares U S ETF Tr

ETFs
151
+ 1.45%
$68.54 - $78.83 $10.3K - $11.9K
10.5K $826M
Fidelity Covington Trust
324
+ 2.94%
N/A
11.3K $364M
CMCSA
Comcast Corp

Communication Services
9
+ 0.06%
$37.33 - $41.78 $336 - $376
14.6K $610M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
14
+ 1.31%
$72.18 - $107.33 $1.01K - $1.5K
1.08K $115M
IGRO
Ishares Tr International Divid

ETFs
24
+ 0.48%
$66.7 - $75.25 $1.6K - $1.81K
5.03K $375M
AMGN
Amgen Inc

Healthcare
1
+ 0.03%
$309.38 - $337.38 $309 - $337
3.48K $1.12B
IEMG
Ishares Inc

ETFs
16
+ 0.19%
$53.64 - $53.64 $858 - $858
8.51K $488M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1
+ 0.01%
$41.9 - $48.26 $41.9 - $48.3
7.96K $381M
IJS
Ishares S&P Smallcap 600 Value

ETFs
7
+ 0.26%
$95.81 - $109.03 $671 - $763
2.65K $285M
DFE
Wisdomtree Tr Europe Smallcap

ETFs
29
+ 0.5%
$58.97 - $64.0 $1.71K - $1.86K
5.78K $367M
DTE
Dte Energy CO

Utilities
6
+ 0.45%
$108.67 - $128.41 $652 - $770
1.34K $172M
BOTZ
Global X Fds

ETFs
485
+ 9.6%
$27.68 - $32.27 $13.4K - $15.7K
5.54K $178M
TGT
Target Corp

Consumer Defensive
1
+ 0.04%
$133.47 - $159.25 $133 - $159
2.83K $441M
CCI
Crown Castle International Corp

Real Estate
5
+ 0.58%
$95.29 - $120.24 $476 - $601
864 $102M
ARKQ
Ark Autonomous Technology & Ro

ETFs
19
+ 0.66%
$50.42 - $61.06 $958 - $1.16K
2.89K $176M
PWV
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.04%
$54.33 - $59.01 $109 - $118
5.38K $314M
VO
Vanguard Mid Cap ETF

ETFs
39
+ 12.79%
$237.84 - $263.83 $9.28K - $10.3K
344 $90.9M
XLP
Consumer Staples Sector Spdr

ETFs
74
+ 4.38%
$76.04 - $76.04 $5.63K - $5.63K
1.76K $146M
IYW
Ishares Dj Us Tech ETF

ETFs
24
+ 0.2%
$133.16 - $158.73 $3.2K - $3.81K
11.9K $1.8B
PSA
Public Storage

Real Estate
1
+ 0.46%
$283.13 - $365.01 $283 - $365
217 $79.1M
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.11%
$149.02 - $167.67 $149 - $168
951 $159M
AMD
Advanced Micro Devices Inc

Technology
74
+ 3.53%
$128.67 - $183.96 $9.52K - $13.6K
2.17K $356M
MMYT
Make My Trip LTD

Consumer Cyclical
144
+ 123.08%
$86.09 - $86.09 $12.4K - $12.4K
261 $24.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
11
+ 0.64%
$87.56 - $95.49 $963 - $1.05K
1.73K $165M
ECL
Ecolab Inc.

Basic Materials
2
+ 0.26%
$228.86 - $255.76 $458 - $512
765 $195M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.08%
$341.08 - $391.94 $341 - $392
1.31K $504M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
80
+ 10.36%
$83.76 - $91.82 $6.7K - $7.35K
852 $77.8M
FIW
First Trust Water ETF

ETFs
1
+ 0.07%
$98.0 - $109.33 $98 - $109
1.38K $150M
FREL
Fidelity Covington Tr Msci Rea

ETFs
22
+ 0.74%
$25.07 - $29.94 $552 - $659
2.99K $88.1M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1
+ 0.17%
$256.4 - $289.78 $256 - $290
574 $163M
KO
Coca Cola CO

Consumer Defensive
3
+ 0.21%
$62.69 - $73.01 $188 - $219
1.44K $104M
JEPI
J P Morgan Exchange Traded Fd

ETFs
39
+ 1.13%
$54.98 - $59.51 $2.14K - $2.32K
3.48K $207M
VB
Vanguard Small Cap ETF

ETFs
37
+ 29.84%
$214.77 - $237.72 $7.95K - $8.8K
161 $38.1M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3
+ 0.14%
$116.79 - $133.54 $350 - $401
2.08K $274M
AXP
American Express CO

Financial Services
1
+ 0.43%
$225.92 - $271.17 $226 - $271
231 $62.5M
DAL
Delta Air Lines, Inc.

Industrials
8
+ 0.31%
$37.32 - $51.8 $299 - $414
2.58K $131M
UNP
Union Pacific Corp

Industrials
2
+ 0.47%
$221.78 - $256.09 $444 - $512
428 $105M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6
+ 0.32%
$58.03 - $65.37 $348 - $392
1.88K $122M
NKE
Nike, Inc.

Consumer Cyclical
2
+ 0.32%
$71.09 - $89.44 $142 - $179
632 $55.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
2
+ 0.46%
$240.48 - $267.94 $481 - $536
434 $116M
IVE
Ishares S&P 500 Value ETF

ETFs
3
+ 0.63%
$181.06 - $197.17 $543 - $592
477 $94M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
3
+ 0.22%
$65.15 - $72.97 $195 - $219
1.39K $101M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.19%
$113.41 - $125.62 $227 - $251
1.05K $132M
ASB
Associated Banc Corp

Financial Services
116
+ 1.0%
$20.07 - $23.95 $2.33K - $2.78K
11.7K $253M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2
+ 0.36%
$127.29 - $141.5 $255 - $283
552 $77M
VTWO
Vanguard Russell 2000 ETF

ETFs
6
+ 0.78%
$81.17 - $90.77 $487 - $545
775 $69.2M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3
+ 0.22%
$67.43 - $74.23 $202 - $223
1.38K $101M
FRI
First Tr S&P Reit Index Fd

ETFs
2
+ 0.14%
$25.47 - $29.98 $50.9 - $60
1.41K $41.9M
Activity Summary
Buys All Purchases 161 New Holdings 15 Increased Positions 146 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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