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 |
|---|---|---|---|---|---|
| 201 | PGPROCTER AND GAMBLE CO | 684 | $116.6M | 0.04% | |
| 202 | EWBCEAST WEST BANCORP INC | 1,297 | $116.4M | 0.04% | |
| 203 | ESGUISHARES TR | 954 | $116.3M | 0.04% | |
| 204 | FLUTFLUTTER ENTMT PLC | 517 | $114.5M | 0.04% | |
| 205 | CGXUCAPITAL GROUP INTL FOCUS EQT | 4,655 | $114.0M | 0.04% | |
| 206 | GMGENERAL MTRS CO | 2,413 | $113.5M | 0.04% | |
| 207 | DALDELTA AIR LINES INC DEL | 2,589 | $112.9M | 0.04% | |
| 208 | USMVISHARES TR | 1,191 | $111.5M | 0.04% | |
| 209 | IMCGISHARES TR | 1,553 | $110.9M | 0.04% | |
| 210 | DSIISHARES TR | 1,078 | $110.4M | 0.04% | |
| 211 | FFORD MTR CO | 10,444 | $104.8M | 0.04% | |
| 212 | UNPUNION PAC CORP | 431 | $101.7M | 0.03% | |
| 213 | INTCINTEL CORP | 4,448 | $101.0M | 0.03% | |
| 214 | BEPCBROOKFIELD RENEWABLE CORP | 3,612 | $100.8M | 0.03% | |
| 215 | NSYNICE LTD | 635 | $97.9M | 0.03% | |
| 216 | MCKMCKESSON CORP | 143 | $96.2M | 0.03% | |
| 217 | LINLINDE PLC | 205 | $95.5M | 0.03% | |
| 218 | ARKGARK ETF TR | 4,551 | $94.5M | 0.03% | |
| 219 | IWRISHARES TR | 1,085 | $92.3M | 0.03% | |
| 220 | IVEISHARES TR | 481 | $91.7M | 0.03% | |
| 221 | XPEVXPENG INC | 4,397 | $91.1M | 0.03% | |
| 222 | KMIKINDER MORGAN INC DEL | 3,192 | $91.1M | 0.03% | |
| 223 | CRMSALESFORCE INC | 327 | $87.8M | 0.03% | |
| 224 | NETCLOUDFLARE INC | 778 | $87.7M | 0.03% | |
| 225 | RSGREPUBLIC SVCS INC | 362 | $87.7M | 0.03% | |
| 226 | RCLROYAL CARIBBEAN GROUP | 425 | $87.3M | 0.03% | |
| 227 | IHIISHARES TR | 1,446 | $87.0M | 0.03% | |
| 228 | THGHANOVER INS GROUP INC | 500 | $87.0M | 0.03% | |
| 229 | LOWLOWES COS INC | 370 | $86.3M | 0.03% | |
| 230 | ARGXARGENX SE | 145 | $85.8M | 0.03% | |
| 231 | WFCWELLS FARGO CO NEW | 1,183 | $84.9M | 0.03% | |
| 232 | COINCOINBASE GLOBAL INC | 493 | $84.9M | 0.03% | |
| 233 | ARKFARK ETF TR | 2,553 | $84.9M | 0.03% | |
| 234 | XLFSELECT SECTOR SPDR TR | 1,681 | $83.7M | 0.03% | |
| 235 | FRELFIDELITY COVINGTON TRUST | 3,043 | $83.6M | 0.03% | |
| 236 | OTTROTTER TAIL CORP | 1,036 | $83.3M | 0.03% | |
| 237 | CRSPCRISPR THERAPEUTICS AG | 2,409 | $82.4M | 0.03% | |
| 238 | DOCUDOCUSIGN INC | 966 | $79.9M | 0.03% | |
| 239 | SLYGSPDR SER TR | 961 | $79.8M | 0.03% | |
| 240 | PDXPIMCO DYNAMIC INCOME STRATEG | 3,240 | $79.5M | 0.03% | |
| 241 | PHPARKER-HANNIFIN CORP | 130 | $79.2M | 0.03% | |
| 242 | BABOEING CO | 464 | $79.1M | 0.03% | |
| 243 | BAMBROOKFIELD ASSET MANAGMT LTD | 1,620 | $78.5M | 0.03% | |
| 244 | BXBLACKSTONE INC | 560 | $78.3M | 0.03% | |
| 245 | VICEADVISORSHARES TR | 2,483 | $78.2M | 0.03% | |
| 246 | ENBENBRIDGE INC | 1,764 | $78.2M | 0.03% | |
| 247 | TRVTRAVELERS COMPANIES INC | 290 | $76.7M | 0.03% | |
| 248 | ARKQARK ETF TR | 1,149 | $76.1M | 0.03% | |
| 249 | TTTRANE TECHNOLOGIES PLC | 225 | $75.8M | 0.03% | |
| 250 | STZCONSTELLATION BRANDS INC | 400 | $73.4M | 0.03% | |
| 251 | IJTISHARES TR | 590 | $73.4M | 0.03% | |
| 252 | PYPLPAYPAL HLDGS INC | 1,109 | $73.0M | 0.02% | |
| 253 | CITCINTAS CORP | 340 | $69.9M | 0.02% | |
| 254 | IDHQINVESCO EXCH TRADED FD TR II | 2,326 | $69.6M | 0.02% | |
| 255 | ACNACCENTURE PLC IRELAND | 222 | $69.3M | 0.02% | |
| 256 | IJKISHARES TR | 814 | $67.8M | 0.02% | |
| 257 | IYCISHARES TR | 760 | $67.1M | 0.02% | |
| 258 | RPRXROYALTY PHARMA PLC | 2,155 | $67.1M | 0.02% | |
| 259 | MOHMOLINA HEALTHCARE INC | 203 | $66.9M | 0.02% | |
| 260 | BLDRBUILDERS FIRSTSOURCE INC | 535 | $66.8M | 0.02% | |
| 261 | ITWILLINOIS TOOL WKS INC | 268 | $66.6M | 0.02% | |
| 262 | IBBISHARES TR | 519 | $66.4M | 0.02% | |
| 263 | PSAPUBLIC STORAGE OPER CO | 220 | $65.7M | 0.02% | |
| 264 | BMYBRISTOL-MYERS SQUIBB CO | 1,066 | $65.0M | 0.02% | |
| 265 | WDAYWORKDAY INC | 277 | $64.7M | 0.02% | |
| 266 | NXPINXP SEMICONDUCTORS N V | 339 | $64.5M | 0.02% | |
| 267 | VONGVANGUARD SCOTTSDALE FDS | 687 | $63.8M | 0.02% | |
| 268 | NFLXNETFLIX INC | 67 | $62.5M | 0.02% | |
| 269 | VTWOVANGUARD SCOTTSDALE FDS | 775 | $62.5M | 0.02% | |
| 270 | AXPAMERICAN EXPRESS CO | 231 | $62.1M | 0.02% | |
| 271 | SPHDINVESCO EXCH TRADED FD TR II | 1,226 | $61.6M | 0.02% | |
| 272 | VEEVVEEVA SYS INC | 265 | $61.4M | 0.02% | |
| 273 | FQIDIGITAL RLTY TR INC | 428 | $61.3M | 0.02% | |
| 274 | DTMDT MIDSTREAM INC | 631 | $60.9M | 0.02% | |
| 275 | INCYINCYTE CORP | 1,000 | $60.5M | 0.02% | |
| 276 | 8CWCROWN CASTLE INC | 578 | $60.3M | 0.02% | |
| 277 | VOVANGUARD INDEX FDS | 231 | $59.8M | 0.02% | |
| 278 | IWNISHARES TR | 392 | $59.2M | 0.02% | |
| 279 | ELVELEVANCE HEALTH INC | 135 | $58.7M | 0.02% | |
| 280 | EOGEOG RES INC | 455 | $58.3M | 0.02% | |
| 281 | ADBEADOBE INC | 148 | $58.0M | 0.02% | |
| 282 | COMTISHARES U S ETF TR | 2,140 | $56.6M | 0.02% | |
| 283 | FRIFIRST TR S&P REIT INDEX FD | 2,045 | $56.2M | 0.02% | |
| 284 | HTHTH WORLD GROUP LTD | 1,514 | $56.0M | 0.02% | |
| 285 | SSNCSS&C TECHNOLOGIES HLDGS INC | 670 | $56.0M | 0.02% | |
| 286 | CGBLCAPITAL GROUP CORE BALANCED | 1,786 | $55.3M | 0.02% | |
| 287 | MFCMANULIFE FINL CORP | 1,766 | $55.0M | 0.02% | |
| 288 | WELLWELLTOWER INC | 359 | $55.0M | 0.02% | |
| 289 | MSIMOTOROLA SOLUTIONS INC | 125 | $54.7M | 0.02% | |
| 290 | AEBAALLETE INC | 830 | $54.5M | 0.02% | |
| 291 | CVSCVS HEALTH CORP | 805 | $54.5M | 0.02% | |
| 292 | XELXCEL ENERGY INC | 767 | $54.3M | 0.02% | |
| 293 | ICLNISHARES TR | 4,627 | $52.8M | 0.02% | |
| 294 | UIUBIQUITI INC | 169 | $52.4M | 0.02% | |
| 295 | BGBUNGE GLOBAL SA | 685 | $52.3M | 0.02% | |
| 296 | MDLZMONDELEZ INTL INC | 768 | $52.1M | 0.02% | |
| 297 | IGFISHARES TR | 946 | $51.7M | 0.02% | |
| 298 | CGUSCAPITAL GROUP CORE EQUITY ET | 1,541 | $51.5M | 0.02% | |
| 299 | VUSBVANGUARD BD INDEX FDS | 1,017 | $50.7M | 0.02% | |
| 300 | UHAL/BU HAUL HOLDING COMPANY | 855 | $50.6M | 0.02% |