Financial Perspectives, Inc Incresed Positions in Q2 2025

Financial Perspectives, Inc

  • $331 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLRE
Select Sector Spdr Tr Real Est

ETFs
2
+ 0.98%
$37.08 - $42.26 $74.2 - $84.5
206 $8.52M
Capital Grp Fixed Incm ETF T
11
+ 0.92%
N/A
1.21K $29.9M
ORI
Old Republic International Corp

Financial Services
4
+ 0.71%
$35.25 - $39.79 $141 - $159
565 $21.7M
RIO
Rio Tinto PLC

Basic Materials
8
+ 1.86%
$52.32 - $62.75 $419 - $502
439 $25.6M
FREL
Fidelity Covington Tr Msci Rea

ETFs
30
+ 0.99%
$24.18 - $27.61 $725 - $828
3.07K $83.1M
PSA
Public Storage

Real Estate
1
+ 0.45%
$266.31 - $309.77 $266 - $310
221 $64.8M
PDD
Pinduoduo Inc.

Consumer Cyclical
17
+ 26.56%
$88.35 - $122.19 $1.5K - $2.08K
81 $8.48M
EXC
Exelon Corp

Utilities
5
+ 0.93%
$42.2 - $47.37 $211 - $237
544 $23.6M
HPQ
Hp Inc

Technology
1
+ 0.24%
$21.88 - $29.32 $21.9 - $29.3
413 $10.1M
MOH
Molina Healthcare, Inc.

Healthcare
17
+ 8.37%
$290.25 - $353.24 $4.93K - $6.01K
220 $65.5M
AFL
Aflac Inc

Financial Services
1
+ 0.34%
$99.77 - $112.45 $99.8 - $112
291 $30.7M
TCOM
Trip.Com Group LTD

Consumer Cyclical
62
+ 16.67%
$52.21 - $67.1 $3.24K - $4.16K
434 $25.5M
TSN
Tyson Foods, Inc.

Consumer Defensive
3
+ 1.0%
$54.33 - $63.56 $163 - $191
303 $16.9M
UNP
Union Pacific Corp

Industrials
1
+ 0.23%
$208.27 - $238.46 $208 - $238
432 $99.4M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
164
+ 911.11%
$105.72 - $1416.0 $17.3K - $232K
182 $20.3M
Atlassian Corporation
8
+ 1.26%
N/A
643 $131M
PEP
Pepsico Inc

Consumer Defensive
129
+ 9.68%
$128.02 - $151.37 $16.5K - $19.5K
1.46K $193M
DTE
Dte Energy CO

Utilities
6
+ 0.44%
$127.39 - $139.49 $764 - $837
1.36K $180M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
6
+ 0.34%
$61.03 - $67.59 $366 - $406
1.75K $112M
PG
Procter & Gamble CO

Consumer Defensive
1
+ 0.15%
$157.66 - $172.39 $158 - $172
685 $109M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.4K
+ 1400.0%
$87.84 - $1441.89 $123K - $2.02M
1.5K $135M
MO
Altria Group, Inc.

Consumer Defensive
2
+ 0.02%
$55.56 - $60.91 $111 - $122
8.07K $473M
XPEV
Xpeng Inc.

Consumer Cyclical
2
+ 0.05%
$16.42 - $22.25 $32.8 - $44.5
4.4K $78.7M
MRK
Merck & Co., Inc.

Healthcare
1
+ 0.08%
$73.47 - $87.12 $73.5 - $87.1
1.32K $104M
PFE
Pfizer Inc

Healthcare
26
+ 0.14%
$21.59 - $24.84 $561 - $646
18.3K $444M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
81
+ 7.71%
$99.37 - $134.05 $8.05K - $10.9K
1.13K $128M
VHT
Vanguard Health Care ETF

ETFs
2
+ 0.06%
$236.71 - $261.92 $473 - $524
3.31K $823M
FENY
Fidelity Covington Tr Msci Ene

ETFs
2.31K
+ 4.21%
$20.83 - $25.75 $48.1K - $59.5K
57.1K $1.34B
AMGN
Amgen Inc

Healthcare
2
+ 0.06%
$262.28 - $309.85 $525 - $620
3.58K $999M
HDV
Ishares Core High Dividend ETF

ETFs
1.18K
+ 1.67%
$108.41 - $120.51 $128K - $142K
71.9K $8.42B
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.02%
$170.16 - $206.27 $510 - $619
13.1K $2.44B
AAPL
Apple Inc.

Technology
1.34K
+ 2.1%
$172.42 - $223.89 $230K - $299K
65K $13.3B
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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