Financial Perspectives, Inc Incresed Positions in Q1 2025

Financial Perspectives, Inc

  • $292 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PWV
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.04%
$56.58 - $60.89 $113 - $122
5.39K $321M
VNQ
Vanguard Specialized Funds Van

ETFs
4
+ 0.04%
$85.55 - $94.34 $342 - $377
9.51K $861M
Fidelity Covington Trust
902
+ 11.13%
N/A
9.01K $281M
VBK
Vanguard Small Cap Growth ETF

ETFs
151
+ 17.68%
$247.97 - $296.33 $37.4K - $44.7K
1.01K $253M
CGCP
Capital Group Core Plus Income

ETFs
531
+ 7.67%
$21.94 - $22.64 $11.7K - $12K
7.46K $167M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
91
+ 1.27%
$42.5 - $46.71 $3.87K - $4.25K
7.25K $328M
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.38%
$117.15 - $158.79 $117 - $159
262 $41.5M
VXF
Vanguard Extended Market ETF

ETFs
62
+ 86.11%
$170.36 - $201.04 $10.6K - $12.5K
134 $23.1M
Fidelity Covington Trust
1.46K
+ 12.32%
N/A
13.3K $393M
MU
Micron Technology Inc

Technology
1
+ 0.03%
$86.89 - $109.38 $86.9 - $109
3.16K $274M
IWM
Ishares Russell 2000 ETF

ETFs
338
+ 11.89%
$198.1 - $229.79 $67K - $77.7K
3.18K $635M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5
+ 0.26%
$58.01 - $64.46 $290 - $322
1.91K $119M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
163
+ 11.73%
$69.69 - $79.99 $11.4K - $13K
1.55K $111M
EXC
Exelon Corp

Utilities
5
+ 0.94%
$37.3 - $46.08 $187 - $230
539 $24.9M
BP
Bp PLC

Energy
51
+ 7.5%
$29.93 - $35.31 $1.53K - $1.8K
731 $24.7M
UNP
Union Pacific Corp

Industrials
2
+ 0.47%
$225.21 - $254.42 $450 - $509
431 $102M
VICE
Advisorshares Vice ETF (De)

ETFs
111
+ 4.68%
$30.34 - $34.51 $3.37K - $3.83K
2.48K $78.2M
CME
Cme Group Inc.

Financial Services
1
+ 1.11%
$225.82 - $266.54 $226 - $267
91 $24.1M
Capital Grp Fixed Incm ETF T
22
+ 0.43%
N/A
5.1K $134M
ORI
Old Republic International Corp

Financial Services
35
+ 6.65%
$33.46 - $39.22 $1.17K - $1.37K
561 $22M
Gsk PLC
3
+ 0.58%
N/A
517 $20M
ICSH
Blackrock Ultra Short Term Bon

ETFs
22
+ 0.56%
$50.44 - $50.7 $1.11K - $1.12K
3.96K $201M
FREL
Fidelity Covington Tr Msci Rea

ETFs
28
+ 0.93%
$25.98 - $28.59 $727 - $801
3.04K $83.6M
TSN
Tyson Foods, Inc.

Consumer Defensive
2
+ 0.67%
$54.27 - $63.81 $109 - $128
300 $19.2M
UL
Unilever PLC

Consumer Defensive
1
+ 0.16%
$54.72 - $60.29 $54.7 - $60.3
635 $37.8M
F
Ford Motor CO

Consumer Cyclical
16
+ 0.15%
$9.12 - $10.43 $146 - $167
10.4K $105M
GD
General Dynamics Corp

Industrials
1
+ 0.85%
$241.94 - $272.58 $242 - $273
119 $32.3M
JEPI
J P Morgan Exchange Traded Fd

ETFs
44
+ 1.18%
$56.17 - $59.71 $2.47K - $2.63K
3.76K $215M
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
82
+ 3.61%
$4.42 - $4.86 $362 - $399
2.35K $11.1M
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
21
+ 1.87%
$7.97 - $8.55 $167 - $180
1.15K $9.58M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2
+ 0.4%
$66.3 - $74.17 $133 - $148
500 $34.7M
CGMS
Capital Grp Core Plus Income E
15
+ 1.31%
N/A
1.16K $31.7M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6
+ 0.75%
$50.72 - $50.92 $304 - $306
810 $41.2M
FAST
Fastenal CO

Industrials
1
+ 1.49%
$71.11 - $79.98 $71.1 - $80
68 $5.25M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
3
+ 0.86%
$46.26 - $47.48 $139 - $142
352 $16.7M
PSA
Public Storage

Real Estate
2
+ 0.92%
$288.99 - $313.98 $578 - $628
220 $65.7M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1
+ 0.49%
$39.18 - $43.52 $39.2 - $43.5
204 $8.53M
NGG
National Grid PLC

Utilities
1
+ 3.13%
$56.13 - $65.61 $56.1 - $65.6
33 $2.16M
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.42%
$185.78 - $198.58 $372 - $397
481 $91.7M
VOD
Vodafone Group Public LTD CO

Communication Services
4
+ 2.17%
$8.05 - $9.86 $32.2 - $39.4
188 $1.76M
CVY
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.72%
$24.8 - $26.45 $74.4 - $79.4
417 $10.6M
PEAK
Healthpeak Properties, Inc.

Real Estate
10
+ 1.47%
N/A
688 $13.9M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
2
+ 0.41%
$47.6 - $51.91 $95.2 - $104
486 $23.5M
PATK
Patrick Industries Inc

Consumer Cyclical
1
+ 1.28%
$82.13 - $97.92 $82.1 - $97.9
79 $6.65M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
7
+ 0.4%
$90.0 - $96.32 $630 - $674
1.75K $162M
Ishares Bitcoin Trust ETF
13
+ 14.44%
N/A
103 $4.82M
Capital Grp Fixed Incm ETF T
10
+ 0.84%
N/A
1.2K $30.1M
OSK
Oshkosh Corp

Industrials
1
+ 0.87%
$89.56 - $116.4 $89.6 - $116
116 $10.9M
Global X Fds
5
+ 27.78%
N/A
23 $1.17M
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
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