Financial Perspectives, Inc Incresed Positions in Q2 2025

Financial Perspectives, Inc

  • $331 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
135
+ 32.37%
$713.71 - $898.95 $96.4K - $121K
552 $430M
VTI
Vanguard Total Stock Market Et

ETFs
29
+ 1.24%
$243.75 - $303.93 $7.07K - $8.81K
2.37K $719M
EFG
Msci Eafe Growth ETF

ETFs
302
+ 8.46%
$89.8 - $112.0 $27.1K - $33.8K
3.87K $434M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
934
+ 12.89%
$39.89 - $49.46 $37.3K - $46.2K
8.18K $405M
STNE
Stone Co Ltd.

Technology
56
+ 0.41%
$10.43 - $16.04 $584 - $898
13.7K $220M
MMM
3 M CO

Industrials
2
+ 0.01%
$126.09 - $154.15 $252 - $308
14K $2.14B
IEFA
Ishares Tr

ETFs
315
+ 5.06%
$67.83 - $84.09 $21.4K - $26.5K
6.55K $546M
EFV
Msci Eafe Value ETF

ETFs
523
+ 6.05%
$52.4 - $64.65 $27.4K - $33.8K
9.17K $582M
Brookfield Infrastructure CO
6
+ 0.05%
N/A
12.9K $535M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
1.89K
+ 81.43%
$27.24 - $33.15 $51.6K - $62.8K
4.22K $139M
USB
Us Bancorp \De\

Financial Services
25
+ 0.12%
$36.4 - $45.76 $910 - $1.14K
20.2K $912M
EFA
Ishares Tr Msci Eafe ETF

ETFs
426
+ 14.04%
$72.96 - $90.39 $31.1K - $38.5K
3.46K $309M
PAGS
Pag Seguro Digital Ltd.

Technology
1.92K
+ 9.07%
$7.61 - $10.03 $14.6K - $19.3K
23.1K $223M
DFE
Wisdomtree Tr Europe Smallcap

ETFs
96
+ 1.64%
$54.99 - $70.85 $5.28K - $6.8K
5.95K $417M
IGRO
Ishares Tr International Divid

ETFs
334
+ 6.42%
$66.32 - $80.17 $22.2K - $26.8K
5.54K $437M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
243
+ 4.12%
$65.41 - $79.66 $15.9K - $19.4K
6.14K $489M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.1%
$113.67 - $150.4 $227 - $301
2.06K $310M
BOTZ
Global X Fds

ETFs
575
+ 9.68%
$24.51 - $32.65 $14.1K - $18.8K
6.52K $213M
Blackrock Inc
12
+ 4.0%
N/A
312 $327M
IXN
Ishares Global Information Tec

ETFs
5
+ 0.2%
$65.81 - $92.34 $329 - $462
2.51K $231M
SRE
Sempra Energy

Utilities
198
+ 3.27%
$63.78 - $78.91 $12.6K - $15.6K
6.26K $474M
WMT
Walmart Inc.

Consumer Defensive
1
+ 0.02%
$81.79 - $99.98 $81.8 - $100
4.17K $408M
BAC
Bank Of America Corp

Financial Services
13
+ 0.18%
$34.39 - $47.46 $447 - $617
7.35K $348M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
334
+ 5.94%
$51.16 - $62.02 $17.1K - $20.7K
5.95K $369M
CRSP
Crispr Therapeutics Ag

Healthcare
13
+ 0.54%
$31.27 - $48.64 $407 - $632
2.42K $118M
VEU
Vanguard Ftse All World Ex Us

ETFs
406
+ 49.27%
$54.19 - $67.22 $22K - $27.3K
1.23K $82.7M
UI
Ubiquiti Inc.

Technology
37
+ 21.89%
$273.45 - $456.69 $10.1K - $16.9K
206 $84.8M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
19
+ 0.39%
$73.0 - $85.5 $1.39K - $1.62K
4.87K $409M
SQ
Block, Inc.

Technology
38
+ 1.68%
N/A
2.3K $156M
IWD
Ishares Russell 1000 Val ETF

ETFs
155
+ 178.16%
$166.82 - $194.23 $25.9K - $30.1K
242 $46.9M
VO
Vanguard Mid Cap ETF

ETFs
91
+ 39.39%
$228.54 - $279.83 $20.8K - $25.5K
322 $90.2M
VXF
Vanguard Extended Market ETF

ETFs
134
+ 100.0%
$150.43 - $192.71 $20.2K - $25.8K
268 $51.6M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
28
+ 4.85%
$224.16 - $285.86 $6.28K - $8K
605 $173M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
24
+ 0.5%
$90.56 - $109.49 $2.17K - $2.63K
4.83K $528M
IBB
Ishares Biotechnology ETF

ETFs
203
+ 39.11%
$112.02 - $129.0 $22.7K - $26.2K
722 $91.4M
IJK
Ishares S&P Midcap 400 Growth

ETFs
196
+ 24.08%
$73.7 - $90.98 $14.4K - $17.8K
1.01K $91.9M
Capital Grp Fixed Incm ETF T
904
+ 17.73%
N/A
6K $158M
ASB
Associated Banc Corp

Financial Services
11
+ 0.1%
$18.91 - $24.56 $208 - $270
11.3K $274M
VB
Vanguard Small Cap ETF

ETFs
75
+ 35.55%
$193.73 - $237.37 $14.5K - $17.8K
286 $67.7M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
121
+ 69.14%
$104.23 - $134.39 $12.6K - $16.3K
296 $39.7M
CGMS
Capital Grp Core Plus Income E
692
+ 59.6%
N/A
1.85K $51.2M
VICE
Advisorshares Vice ETF (De)

ETFs
346
+ 13.93%
$28.97 - $34.27 $10K - $11.9K
2.83K $96.7M
CGCP
Capital Group Core Plus Income

ETFs
799
+ 10.72%
$21.92 - $22.56 $17.5K - $18K
8.26K $186M
CMCSA
Comcast Corp

Communication Services
993
+ 6.48%
$32.84 - $36.72 $32.6K - $36.5K
16.3K $583M
MA
Mastercard Inc

Financial Services
11
+ 0.97%
$479.92 - $590.74 $5.28K - $6.5K
1.15K $645M
PWV
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.37%
$52.26 - $62.14 $1.05K - $1.24K
5.41K $336M
DSI
Ishares Msci Kld 400 Social Et

ETFs
2
+ 0.19%
$91.62 - $116.16 $183 - $232
1.08K $125M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
12
+ 0.63%
$55.54 - $69.09 $666 - $829
1.92K $133M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.19%
$108.12 - $135.04 $216 - $270
1.06K $143M
Activity Summary
Buys All Purchases 201 New Holdings 18 Increased Positions 183 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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