Financial Perspectives, Inc Q4 2025 Filing
Filed January 28, 2026
Portfolio Value
$371.2B
Holdings
714
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (714 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PFEPFIZER INC | 18,368 | $457.0M | 0.12% | |
| 102 | PLTRPALANTIR TECHNOLOGIES INC | 2,575 | $457.0M | 0.12% | |
| 103 | VWOVANGUARD INTL EQUITY INDEX F | 8,492 | $456.0M | 0.12% | |
| 104 | FESMFIDELITY COVINGTON TRUST | 12,096 | $456.0M | 0.12% | |
| 105 | CGWINVESCO EXCH TRADED FD TR II | 6,984 | $440.0M | 0.12% | |
| 106 | DFEWISDOMTREE TR | 6,033 | $433.0M | 0.12% | |
| 107 | TAT&T INC | 17,276 | $429.0M | 0.12% | |
| 108 | NOWSERVICENOW INC | 2,725 | $417.0M | 0.11% | |
| 109 | CARRCARRIER GLOBAL CORPORATION | 7,828 | $413.0M | 0.11% | |
| 110 | WMWASTE MGMT INC DEL | 1,852 | $406.0M | 0.11% | |
| 111 | EFAVISHARES TR | 4,646 | $400.0M | 0.11% | |
| 112 | NETCLOUDFLARE INC | 2,028 | $399.0M | 0.11% | |
| 113 | BACBANK AMERICA CORP | 7,237 | $398.0M | 0.11% | |
| 114 | XOMEXXON MOBIL CORP | 3,142 | $378.0M | 0.10% | |
| 115 | DYHTARGET CORP | 3,797 | $371.0M | 0.10% | |
| 116 | CATCATERPILLAR INC | 648 | $371.0M | 0.10% | |
| 117 | DEDEERE & CO | 793 | $369.0M | 0.10% | |
| 118 | PWVINVESCO EXCHANGE TRADED FD T | 5,431 | $361.0M | 0.10% | |
| 119 | CGCPCAPITAL GRP FIXED INCM ETF T | 15,630 | $353.0M | 0.10% | |
| 120 | TEVATEVA PHARMACEUTICAL INDS LTD | 11,251 | $351.0M | 0.09% | |
| 121 | IUSGISHARES TR | 2,067 | $347.0M | 0.09% | |
| 122 | QCOMQUALCOMM INC | 1,954 | $334.0M | 0.09% | |
| 123 | EFAISHARES TR | 3,472 | $333.0M | 0.09% | |
| 124 | BLKBLACKROCK INC | 312 | $333.0M | 0.09% | |
| 125 | GQ9SPDR GOLD TR | 838 | $332.0M | 0.09% | |
| 126 | ECLECOLAB INC | 1,235 | $324.0M | 0.09% | |
| 127 | MCDMCDONALDS CORP | 1,027 | $313.0M | 0.08% | |
| 128 | IWPISHARES TR | 2,227 | $305.0M | 0.08% | |
| 129 | VBKVANGUARD INDEX FDS | 1,008 | $304.0M | 0.08% | |
| 130 | FDVVFIDELITY COVINGTON TRUST | 5,341 | $302.0M | 0.08% | |
| 131 | CGBLCAPITAL GROUP CORE BALANCED | 8,283 | $292.0M | 0.08% | |
| 132 | ASBASSOCIATED BANC CORP | 11,101 | $285.0M | 0.08% | |
| 133 | SNOWSNOWFLAKE INC | 1,281 | $281.0M | 0.08% | |
| 134 | CSCOCISCO SYS INC | 3,645 | $280.0M | 0.08% | |
| 135 | XLESELECT SECTOR SPDR TR | 6,249 | $279.0M | 0.08% | |
| 136 | FBTCFIDELITY WISE ORIGIN BITCOIN | 3,637 | $277.0M | 0.07% | |
| 137 | IJSISHARES TR | 2,417 | $274.0M | 0.07% | |
| 138 | SPGIS&P GLOBAL INC | 519 | $271.0M | 0.07% | |
| 139 | CVXCHEVRON CORP NEW | 1,770 | $269.0M | 0.07% | |
| 140 | TMOTHERMO FISHER SCIENTIFIC INC | 460 | $266.0M | 0.07% | |
| 141 | IXNISHARES TR | 2,527 | $265.0M | 0.07% | |
| 142 | CEGCONSTELLATION ENERGY CORP | 750 | $264.0M | 0.07% | |
| 143 | NTESNETEASE INC | 1,821 | $250.0M | 0.07% | |
| 144 | NVSNNOVARTIS AG | 1,774 | $244.0M | 0.07% | |
| 145 | AMATAPPLIED MATLS INC | 952 | $244.0M | 0.07% | |
| 146 | IAU*ISHARES GOLD TR | 2,991 | $242.0M | 0.07% | |
| 147 | BOTZGLOBAL X FDS | 6,676 | $241.0M | 0.06% | |
| 148 | PEPPEPSICO INC | 1,637 | $234.0M | 0.06% | |
| 149 | GEVGE VERNOVA INC | 348 | $227.0M | 0.06% | |
| 150 | PAGSPAGSEGURO DIGITAL LTD | 23,499 | $226.0M | 0.06% | |
| 151 | UBSUBS GROUP AG | 4,894 | $226.0M | 0.06% | |
| 152 | VOTVANGUARD INDEX FDS | 770 | $214.0M | 0.06% | |
| 153 | BIPBROOKFIELD INFRAST PARTNERS | 6,154 | $213.0M | 0.06% | |
| 154 | JEPIJ P MORGAN EXCHANGE TRADED F | 3,732 | $213.0M | 0.06% | |
| 155 | UBERUBER TECHNOLOGIES INC | 2,539 | $207.0M | 0.06% | |
| 156 | CGIECAPITAL GROUP INTERNATIONAL | 5,873 | $204.0M | 0.05% | |
| 157 | STNESTONECO LTD | 13,688 | $202.0M | 0.05% | |
| 158 | VUSBVANGUARD BD INDEX FDS | 4,042 | $201.0M | 0.05% | |
| 159 | SOLVSOLVENTUM CORP | 2,529 | $200.0M | 0.05% | |
| 160 | VTEBVANGUARD MUN BD FDS | 3,911 | $196.0M | 0.05% | |
| 161 | IWOISHARES TR | 607 | $196.0M | 0.05% | |
| 162 | CGMUCAPITAL GRP FIXED INCM ETF T | 6,989 | $191.0M | 0.05% | |
| 163 | HBANHUNTINGTON BANCSHARES INC | 10,865 | $188.0M | 0.05% | |
| 164 | IGSBISHARES TR | 3,493 | $184.0M | 0.05% | |
| 165 | IUSVISHARES TR | 1,761 | $180.0M | 0.05% | |
| 166 | DALDELTA AIR LINES INC DEL | 2,590 | $179.0M | 0.05% | |
| 167 | ONCBEONE MEDICINES LTD | 588 | $178.0M | 0.05% | |
| 168 | CGMSCAPITAL GRP FIXED INCM ETF T | 6,462 | $178.0M | 0.05% | |
| 169 | DTEDTE ENERGY CO | 1,369 | $176.0M | 0.05% | |
| 170 | IVEISHARES TR | 824 | $174.0M | 0.05% | |
| 171 | AZNASTRAZENECA PLC | 1,864 | $171.0M | 0.05% | |
| 172 | ICSHISHARES TR | 3,334 | $168.0M | 0.05% | |
| 173 | BABAALIBABA GROUP HLDG LTD | 1,139 | $167.0M | 0.04% | |
| 174 | IRMIRON MTN INC DEL | 2,000 | $165.0M | 0.04% | |
| 175 | A4SAMERIPRISE FINL INC | 338 | $165.0M | 0.04% | |
| 176 | VOEVANGUARD INDEX FDS | 929 | $164.0M | 0.04% | |
| 177 | INTCINTEL CORP | 4,448 | $164.0M | 0.04% | |
| 178 | PODDINSULET CORP | 572 | $162.0M | 0.04% | |
| 179 | RSPUINVESCO EXCHANGE TRADED FD T | 2,112 | $157.0M | 0.04% | |
| 180 | ITOTISHARES TR | 1,059 | $157.0M | 0.04% | |
| 181 | ARKTARK ETF TR | 1,048 | $154.0M | 0.04% | |
| 182 | BACVERIZON COMMUNICATIONS INC | 3,793 | $154.0M | 0.04% | |
| 183 | VPUVANGUARD WORLD FD | 828 | $153.0M | 0.04% | |
| 184 | IJKISHARES TR | 1,563 | $151.0M | 0.04% | |
| 185 | XYZBLOCK INC | 2,300 | $149.0M | 0.04% | |
| 186 | ADMARCHER DANIELS MIDLAND CO | 2,608 | $149.0M | 0.04% | |
| 187 | FIWFIRST TR EXCHANGE-TRADED FD | 1,379 | $149.0M | 0.04% | |
| 188 | IDHQINVESCO EXCH TRADED FD TR II | 4,220 | $148.0M | 0.04% | |
| 189 | REGNREGENERON PHARMACEUTICALS | 193 | $148.0M | 0.04% | |
| 190 | VXUSVANGUARD STAR FDS | 1,959 | $147.0M | 0.04% | |
| 191 | ABNBAIRBNB INC | 1,070 | $145.0M | 0.04% | |
| 192 | VEUVANGUARD INTL EQUITY INDEX F | 1,972 | $145.0M | 0.04% | |
| 193 | EWBCEAST WEST BANCORP INC | 1,297 | $145.0M | 0.04% | |
| 194 | ESGUISHARES TR | 954 | $142.0M | 0.04% | |
| 195 | KKRKKR & CO INC | 1,120 | $142.0M | 0.04% | |
| 196 | WECWEC ENERGY GROUP INC | 1,338 | $141.0M | 0.04% | |
| 197 | FHLCFIDELITY COVINGTON TRUST | 1,894 | $140.0M | 0.04% | |
| 198 | DSIISHARES TR | 1,086 | $139.0M | 0.04% | |
| 199 | KOCOCA COLA CO | 1,993 | $139.0M | 0.04% | |
| 200 | BEPCBROOKFIELD RENEWABLE CORP | 3,612 | $138.0M | 0.04% |