Financial Perspectives, Inc Reduced Holdings in Q4 2024

Financial Perspectives, Inc

  • $298 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-2.69K
- 5.77%
N/A
43.9K $8.6B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.09K
- 11.05%
$50.37 - $50.6 $256K - $258K
41K $2.06B
IDV
Ishares Tr

ETFs
-2.97K
- 4.79%
$27.03 - $29.92 $80.3K - $88.9K
59K $1.62B
VALE
Vale S.A.

Basic Materials
-8.61K
- 23.84%
$8.74 - $11.78 $75.3K - $101K
27.5K $244M
WOLF
Wolfspeed, Inc.

Technology
-10.3K
- 79.9%
$6.44 - $16.2 $66.6K - $168K
2.6K $17.3M
U
Unity Software Inc.

Technology
-4.47K
- 79.32%
$17.34 - $27.72 $77.5K - $124K
1.17K $26.2M
ARKW
Ark Next Generation Internet E

ETFs
-1.67K
- 44.7%
$82.66 - $120.04 $138K - $200K
2.07K $223M
ARKQ
Ark Autonomous Technology & Ro

ETFs
-1.74K
- 60.09%
$60.57 - $82.2 $105K - $143K
1.16K $89.2M
BGNE
Bei Gene, Ltd.

Healthcare
-281
- 32.34%
$174.72 - $246.04 $49.1K - $69.1K
588 $109M
EFG
Msci Eafe Growth ETF

ETFs
-302
- 8.18%
$96.83 - $106.88 $29.2K - $32.3K
3.39K $328M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-2.07K
- 36.76%
$45.39 - $62.98 $94K - $130K
3.57K $202M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-1.29K
- 17.37%
$30.42 - $36.45 $39.4K - $47.2K
6.15K $196M
PFE
Pfizer Inc

Healthcare
-604
- 3.17%
$24.8 - $30.19 $15K - $18.2K
18.5K $490M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-2.69K
- 50.31%
$29.11 - $41.59 $78.4K - $112K
2.66K $98.6M
INTC
Intel Corp

Technology
-1.78K
- 26.8%
$19.07 - $26.23 $33.8K - $46.6K
4.85K $97.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1K
- 21.45%
$49.79 - $51.14 $49.8K - $51.1K
3.66K $184M
CCI
Crown Castle International Corp

Real Estate
-291
- 33.68%
$89.78 - $119.11 $26.1K - $34.7K
573 $52M
STNE
Stone Co Ltd.

Technology
-331
- 2.36%
$7.88 - $11.59 $2.61K - $3.84K
13.7K $109M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-2.27K
- 91.01%
$19.99 - $20.7 $45.3K - $46.9K
224 $4.47M
XPEV
Xpeng Inc.

Consumer Cyclical
-3.65K
- 45.34%
$10.22 - $15.3 $37.3K - $55.8K
4.4K $52M
CGXU
Capital Group Intl Focus Equit

ETFs
-1.28K
- 20.39%
$24.67 - $26.94 $31.5K - $34.4K
4.99K $123M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-1.13K
- 18.58%
$22.66 - $27.11 $25.6K - $30.6K
4.95K $117M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-55
- 1.12%
$70.1 - $76.53 $3.86K - $4.21K
4.85K $343M
ICLN
Ishares

ETFs
-910
- 16.43%
$11.35 - $14.51 $10.3K - $13.2K
4.63K $52.7M
ILMN
Illumina, Inc.

Healthcare
-215
- 35.42%
$128.99 - $155.15 $27.7K - $33.4K
392 $52.4M
NXPI
Nxp Semiconductors N.V.

Technology
-9
- 2.59%
$207.27 - $255.58 $1.87K - $2.3K
339 $70.6M
F
Ford Motor CO

Consumer Cyclical
-351
- 3.26%
$9.69 - $11.4 $3.4K - $4K
10.4K $103M
CSX
Csx Corp

Industrials
-51
- 2.49%
$31.58 - $36.88 $1.61K - $1.88K
2K $64.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-65
- 13.21%
$77.02 - $78.58 $5.01K - $5.11K
427 $33M
CPNG
Coupang, Inc.

Consumer Cyclical
-45
- 3.63%
$21.98 - $26.89 $989 - $1.21K
1.2K $26.3M
IYF
Ishares Tr

ETFs
-44
- 12.75%
$102.7 - $119.05 $4.52K - $5.24K
301 $33.3M
VTRS
Viatris Inc

Healthcare
-37
- 2.33%
$11.32 - $13.37 $419 - $495
1.55K $19.3M
OGIG
Alps ETF Tr Oshares Global Int

ETFs
-286
- 8.22%
$41.58 - $49.65 $11.9K - $14.2K
3.19K $147M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-453
- 13.0%
$7.33 - $12.37 $3.32K - $5.6K
3.03K $32M
IWP
Ishares Russell Mid Cap Growth

ETFs
-41
- 1.81%
$116.4 - $138.52 $4.77K - $5.68K
2.23K $282M
SNOW
Snowflake Inc.

Technology
-32
- 2.44%
$109.65 - $186.51 $3.51K - $5.97K
1.28K $198M
SE
Sea LTD

Consumer Cyclical
-111
- 0.83%
$93.56 - $117.41 $10.4K - $13K
13.3K $1.41B
BSX
Boston Scientific Corp

Healthcare
-1.41K
- 0.97%
$83.62 - $91.5 $118K - $129K
145K $12.9B
AVGO
Broadcom Inc.

Technology
-5.56K
- 14.53%
$159.67 - $250.0 $888K - $1.39M
32.7K $7.58B
Activity Summary
Buys All Purchases 273 New Holdings 61 Increased Positions 212 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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