Financial Perspectives, Inc ETFs

Financial Perspectives, Inc

$292 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IXUS Ishares Tr	$0	$14.8 Million 0.01% of portfolio	212	Q4 2023 Added 542.42%
XHB Spdr Series Tr Spdr S&P Homebu	$0	$14 Million 0.0% of portfolio	144	Q4 2023 Added 8.27%
BBH Vaneck ETF Tr Biotech ETF	$0	$13.8 Million 0.0% of portfolio	88	Q2 2021 Reduced 99.43%
HERO Global X Fds Video Games & Esp	$0	$13.6 Million 0.0% of portfolio	544	Q2 2021 Reduced 96.82%
GLDM World Gold Trust	$9.59B	$13.4 Million 0.0% of portfolio	217	Q3 2022 Added 9.05%
IQLT Ishares Msci Intl Quality Fact	$0	$13 Million 0.0% of portfolio	328	Q4 2023 Added 14.69%
VRP Invesco ETF Tr Ii Var Rate Pfd	$0	$12.2 Million 0.0% of portfolio	505	Q2 2021 Reduced 96.13%
FBND Fidelity Merrimack Str Tr Tota	$0	$12.1 Million 0.0% of portfolio	266	Q1 2025 New
FDL First Tr Morningstar Dividend	$0	$11.9 Million 0.0% of portfolio	275	Q2 2021 New
EMQQ Emqq Emerging Markets Internet	$0	$11 Million 0.0% of portfolio	289	Q4 2024 Added 1.76%
CVY Invesco Exchange Traded Fd Tr	$0	$10.6 Million 0.0% of portfolio	417	Q1 2025 Added 0.72%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$9.79 Million 0.0% of portfolio	154	Q1 2025 Reduced 4.94%
PBW Invesco Exchange Traded Fd Tr	$0	$9.15 Million 0.0% of portfolio	581	Q3 2024 Added 0.35%
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$9.09 Million 0.0% of portfolio	210	Q2 2024 Added 40.0%
XLRE Select Sector Spdr Tr Real Est	$0	$8.53 Million 0.0% of portfolio	204	Q1 2025 Added 0.49%
DGRW Wisdomtree Tr Us Quality Divid	$0	$8.31 Million 0.0% of portfolio	104	Q3 2022 New
FCG First Tr Exchange Traded Fd	$0	$8.05 Million 0.0% of portfolio	324	Q2 2021 Reduced 92.19%
LIT Global X Fds Global X Lithium	$0	$7.6 Million 0.0% of portfolio	196	Q1 2025 Added 0.51%
BLOK Amplify ETF Tr Trnsformational	$0	$7.49 Million 0.0% of portfolio	203	Q1 2025 Reduced 39.4%
QCLN First Tr Nasdaq Clean Edge Gre	$0	$7.27 Million 0.0% of portfolio	254	Q3 2024 Added 0.4%
PFF Ishares Trust Ishares Pfd And	$0	$7.13 Million 0.0% of portfolio	232	Q1 2024 New
SLV I Shares Silver Trust	$15.7B	$6.2 Million 0.0% of portfolio	200	Q4 2022 Added 100.0%
AOK Ishares Tr Core Conservative A	$0	$5.83 Million 0.0% of portfolio	155	Q3 2022 New
LRGE Legg Mason ETF Invt Tr Clearbr	$0	$5.8 Million 0.0% of portfolio	83	Q4 2021 Added 315.0%
XLU Utilities Sector Spdr	$0	$5.6 Million 0.0% of portfolio	71	Q4 2023 Reduced 27.55%
EEMV Ishares Msci Emerging Markets	$0	$5.51 Million 0.0% of portfolio	95	Q4 2024 Added 3.26%
IWS Ishares Russell Midcap Value E	$0	$5.42 Million 0.0% of portfolio	43	Q1 2025 Reduced 41.89%
FNDC Schwab Fundamental Intl Small	$0	$4.89 Million 0.0% of portfolio	135	Q2 2021 Reduced 97.33%
SCHA Schwab Strategic Tr Us Small C	$0	$4.7 Million 0.0% of portfolio	201	Q1 2025 Added 0.5%
JETS ETF Ser Solutions U S Global J	$0	$4.54 Million 0.0% of portfolio	218	Q4 2021 Added 0.46%
SPYG Spdr Portfolio	$0	$4.51 Million 0.0% of portfolio	56	Q1 2025 Added 3.7%
XAR Spdr S&P Aerospace & Defense E	$0	$4.18 Million 0.0% of portfolio	26	Q3 2022 New
TIP Ishares Tr Tips Bd ETF	$0	$4 Million 0.0% of portfolio	36	Q3 2022 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$3.67 Million 0.0% of portfolio	90	Q1 2024 New
QQQM Invesco Exchange Traded Fd Tr	$0	$2.07 Million 0.0% of portfolio	11	Q2 2024 New
TQQQ Proshares Ultrapro Qqq	$0	$1.94 Million 0.0% of portfolio	34	Q1 2025 Added 25.93%
VBR Vanguard Small Cap Value ETF	$0	$1.68 Million 0.0% of portfolio	9	Q3 2022 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$1.63 Million 0.0% of portfolio	24	Q2 2024 New
UPRO Proshares Trust Proshares Ultr	$0	$1.63 Million 0.0% of portfolio	22	Q1 2025 Added 10.0%
DLN Wisdomtree Tr U.S Largecap Div	$0	$1.27 Million 0.0% of portfolio	16	Q3 2024 New
MTUM Ishares Msci Usa Momentum Fact	$0	$1.21 Million 0.0% of portfolio	6	Q2 2024 New
QUAL Ishares Msci Usa Quality Facto	$0	$1.2 Million 0.0% of portfolio	7	Q2 2024 New
VLUE Ishares Msci Usa Value Factor	$0	$213,000 0.0% of portfolio	2	Q2 2024 New
MSOS Advisorshares Tr Pure Us Canna	$0	$47,000 0.0% of portfolio	18	Q4 2021 New

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