Financial Perspectives, Inc Q1 2025 Filing
Filed April 18, 2025
Portfolio Value
$292.1B
Holdings
724
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (724 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CATCATERPILLAR INC | 1,048 | $345.6M | 0.12% | |
| 102 | LLYELI LILLY & CO | 417 | $344.4M | 0.12% | |
| 103 | NUNU HLDGS LTD | 32,919 | $337.1M | 0.12% | |
| 104 | VWOVANGUARD INTL EQUITY INDEX F | 7,247 | $328.0M | 0.11% | |
| 105 | IJHISHARES TR | 5,620 | $327.9M | 0.11% | |
| 106 | PWVINVESCO EXCHANGE TRADED FD T | 5,386 | $320.5M | 0.11% | |
| 107 | GEGE AEROSPACE | 1,552 | $310.7M | 0.11% | |
| 108 | BACBANK AMERICA CORP | 7,336 | $306.1M | 0.10% | |
| 109 | QCOMQUALCOMM INC | 1,952 | $299.9M | 0.10% | |
| 110 | XLESELECT SECTOR SPDR TR | 3,189 | $298.0M | 0.10% | |
| 111 | CVXCHEVRON CORP NEW | 1,697 | $283.8M | 0.10% | |
| 112 | BLKBLACKROCK INC | 300 | $283.6M | 0.10% | |
| 113 | MCDMCDONALDS CORP | 902 | $281.8M | 0.10% | |
| 114 | FELCFIDELITY COVINGTON TRUST | 9,009 | $281.0M | 0.10% | |
| 115 | CGDGCAPITAL GROUP DIVIDEND VALUE | 7,878 | $280.8M | 0.10% | |
| 116 | VALEVALE S A | 27,640 | $275.8M | 0.09% | |
| 117 | MUMICRON TECHNOLOGY INC | 3,159 | $274.4M | 0.09% | |
| 118 | SPGIS&P GLOBAL INC | 506 | $263.9M | 0.09% | |
| 119 | IUSGISHARES TR | 2,060 | $261.7M | 0.09% | |
| 120 | IWPISHARES TR | 2,227 | $261.7M | 0.09% | |
| 121 | AMDADVANCED MICRO DEVICES INC | 2,505 | $257.4M | 0.09% | |
| 122 | CSCOCISCO SYS INC | 4,144 | $255.7M | 0.09% | |
| 123 | ASBASSOCIATED BANC CORP | 11,242 | $253.3M | 0.09% | |
| 124 | VBKVANGUARD INDEX FDS | 1,005 | $253.0M | 0.09% | |
| 125 | EFAISHARES TR | 3,035 | $248.1M | 0.08% | |
| 126 | SOLVSOLVENTUM CORP | 3,146 | $239.2M | 0.08% | |
| 127 | IJSISHARES TR | 2,359 | $230.0M | 0.08% | |
| 128 | GQ9SPDR GOLD TR | 798 | $229.9M | 0.08% | |
| 129 | TMOTHERMO FISHER SCIENTIFIC INC | 459 | $228.6M | 0.08% | |
| 130 | WMWASTE MGMT INC DEL | 987 | $228.5M | 0.08% | |
| 131 | IGSBISHARES TR | 4,293 | $224.8M | 0.08% | |
| 132 | MIGAMICROSTRATEGY INC | 749 | $215.9M | 0.07% | |
| 133 | JEPIJ P MORGAN EXCHANGE TRADED F | 3,762 | $214.9M | 0.07% | |
| 134 | FDVVFIDELITY COVINGTON TRUST | 4,306 | $213.6M | 0.07% | |
| 135 | FBTCFIDELITY WISE ORIGIN BITCOIN | 2,848 | $205.0M | 0.07% | |
| 136 | ECLECOLAB INC | 804 | $203.9M | 0.07% | |
| 137 | ICSHISHARES TR | 3,961 | $200.8M | 0.07% | |
| 138 | PLTRPALANTIR TECHNOLOGIES INC | 2,375 | $200.4M | 0.07% | |
| 139 | PEPPEPSICO INC | 1,333 | $199.9M | 0.07% | |
| 140 | VOTVANGUARD INDEX FDS | 812 | $198.6M | 0.07% | |
| 141 | NVSNNOVARTIS AG | 1,774 | $197.8M | 0.07% | |
| 142 | DEDEERE & CO | 407 | $191.0M | 0.07% | |
| 143 | IXNISHARES TR | 2,500 | $189.3M | 0.06% | |
| 144 | NTESNETEASE INC | 1,821 | $187.4M | 0.06% | |
| 145 | SNOWSNOWFLAKE INC | 1,281 | $187.2M | 0.06% | |
| 146 | DTEDTE ENERGY CO | 1,352 | $187.0M | 0.06% | |
| 147 | ARKTARK ETF TR | 1,949 | $184.5M | 0.06% | |
| 148 | SU6SURMODICS INC | 6,014 | $183.6M | 0.06% | |
| 149 | BIPBROOKFIELD INFRAST PARTNERS | 6,154 | $183.3M | 0.06% | |
| 150 | VTEBVANGUARD MUN BD FDS | 3,661 | $181.7M | 0.06% | |
| 151 | BACVERIZON COMMUNICATIONS INC | 3,971 | $180.1M | 0.06% | |
| 152 | HUMHUMANA INC | 676 | $178.9M | 0.06% | |
| 153 | TEVATEVA PHARMACEUTICAL INDS LTD | 11,251 | $172.9M | 0.06% | |
| 154 | IRMIRON MTN INC DEL | 2,000 | $172.1M | 0.06% | |
| 155 | BOTZGLOBAL X FDS | 5,941 | $169.1M | 0.06% | |
| 156 | CGCPCAPITAL GRP FIXED INCM ETF T | 7,456 | $167.4M | 0.06% | |
| 157 | A4SAMERIPRISE FINL INC | 338 | $163.4M | 0.06% | |
| 158 | IAU*ISHARES GOLD TR | 2,753 | $162.3M | 0.06% | |
| 159 | PAGSPAGSEGURO DIGITAL LTD | 21,188 | $162.0M | 0.06% | |
| 160 | IUSVISHARES TR | 1,750 | $161.5M | 0.06% | |
| 161 | ONCBEIGENE LTD | 588 | $160.0M | 0.05% | |
| 162 | ARKKARK ETF TR | 3,347 | $159.2M | 0.05% | |
| 163 | HBANHUNTINGTON BANCSHARES INC | 10,562 | $158.5M | 0.05% | |
| 164 | VOEVANGUARD INDEX FDS | 951 | $152.6M | 0.05% | |
| 165 | PODDINSULET CORP | 572 | $150.2M | 0.05% | |
| 166 | UBSUBS GROUP AG | 4,894 | $149.9M | 0.05% | |
| 167 | BABAALIBABA GROUP HLDG LTD | 1,050 | $149.6M | 0.05% | |
| 168 | IWOISHARES TR | 577 | $147.5M | 0.05% | |
| 169 | RSPUINVESCO EXCHANGE TRADED FD T | 2,112 | $147.1M | 0.05% | |
| 170 | WECWEC ENERGY GROUP INC | 1,338 | $145.8M | 0.05% | |
| 171 | XLFISELECT SECTOR SPDR TR | 1,764 | $144.0M | 0.05% | |
| 172 | STNESTONECO LTD | 13,632 | $143.4M | 0.05% | |
| 173 | ORLYOREILLY AUTOMOTIVE INC | 100 | $143.3M | 0.05% | |
| 174 | VPUVANGUARD WORLD FD | 828 | $141.4M | 0.05% | |
| 175 | FIWFIRST TR EXCHANGE-TRADED FD | 1,377 | $138.7M | 0.05% | |
| 176 | AMATAPPLIED MATLS INC | 952 | $138.2M | 0.05% | |
| 177 | AZNASTRAZENECA PLC | 1,864 | $137.0M | 0.05% | |
| 178 | TEAMATLASSIAN CORPORATION | 635 | $136.5M | 0.05% | |
| 179 | CGCBCAPITAL GRP FIXED INCM ETF T | 5,100 | $134.0M | 0.05% | |
| 180 | OGIGALPS ETF TR | 3,063 | $133.5M | 0.05% | |
| 181 | KOCOCA COLA CO | 1,813 | $129.8M | 0.04% | |
| 182 | KKRKKR & CO INC | 1,120 | $129.5M | 0.04% | |
| 183 | ITOTISHARES TR | 1,054 | $128.6M | 0.04% | |
| 184 | ABNBAIRBNB INC | 1,070 | $127.8M | 0.04% | |
| 185 | JDJD.COM INC | 3,068 | $126.2M | 0.04% | |
| 186 | NEENEXTERA ENERGY INC | 1,777 | $126.0M | 0.04% | |
| 187 | LRNSTRIDE INC | 994 | $125.7M | 0.04% | |
| 188 | ADMARCHER DANIELS MIDLAND CO | 2,608 | $125.2M | 0.04% | |
| 189 | CITHE CIGNA GROUP | 380 | $125.0M | 0.04% | |
| 190 | XYZBLOCK INC | 2,262 | $125.0M | 0.04% | |
| 191 | PANWPALO ALTO NETWORKS INC | 732 | $124.9M | 0.04% | |
| 192 | REGNREGENERON PHARMACEUTICALS | 193 | $122.4M | 0.04% | |
| 193 | MDBMONGODB INC | 697 | $122.3M | 0.04% | |
| 194 | FISVFISERV INC | 550 | $121.5M | 0.04% | |
| 195 | CSRCENTERSPACE | 1,875 | $121.4M | 0.04% | |
| 196 | FHLCFIDELITY COVINGTON TRUST | 1,746 | $119.3M | 0.04% | |
| 197 | VXUSVANGUARD STAR FDS | 1,910 | $118.6M | 0.04% | |
| 198 | MRKMERCK & CO INC | 1,317 | $118.2M | 0.04% | |
| 199 | OREALTY INCOME CORP | 2,011 | $116.7M | 0.04% | |
| 200 | GEVGE VERNOVA INC | 382 | $116.6M | 0.04% |