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 |
|---|---|---|---|---|---|
| 201 | BEPCBROOKFIELD RENEWABLE CORP | 3,612 | $138.0M | 0.04% | |
| 202 | CGXUCAPITAL GROUP INTL FOCUS EQT | 4,655 | $137.0M | 0.04% | |
| 203 | ORLYOREILLY AUTOMOTIVE INC | 1,500 | $136.0M | 0.04% | |
| 204 | XLFISELECT SECTOR SPDR TR | 1,764 | $136.0M | 0.04% | |
| 205 | PANWPALO ALTO NETWORKS INC | 732 | $134.0M | 0.04% | |
| 206 | USMVISHARES TR | 1,415 | $133.0M | 0.04% | |
| 207 | CRSPCRISPR THERAPEUTICS AG | 2,422 | $127.0M | 0.03% | |
| 208 | IMCGISHARES TR | 1,563 | $124.0M | 0.03% | |
| 209 | NEENEXTERA ENERGY INC | 1,531 | $122.0M | 0.03% | |
| 210 | ARGXARGENX SE | 145 | $121.0M | 0.03% | |
| 211 | PGPROCTER AND GAMBLE CO | 835 | $119.0M | 0.03% | |
| 212 | VXFVANGUARD INDEX FDS | 572 | $119.0M | 0.03% | |
| 213 | RCLROYAL CARIBBEAN GROUP | 425 | $118.0M | 0.03% | |
| 214 | IBBISHARES TR | 700 | $118.0M | 0.03% | |
| 215 | TEAMATLASSIAN CORPORATION | 718 | $116.0M | 0.03% | |
| 216 | COINCOINBASE GLOBAL INC | 513 | $116.0M | 0.03% | |
| 217 | IWRISHARES TR | 1,214 | $116.0M | 0.03% | |
| 218 | UIUBIQUITI INC | 206 | $114.0M | 0.03% | |
| 219 | OREALTY INCOME CORP | 2,011 | $113.0M | 0.03% | |
| 220 | MCKMCKESSON CORP | 138 | $113.0M | 0.03% | |
| 221 | PHPARKER-HANNIFIN CORP | 129 | $113.0M | 0.03% | |
| 222 | FLUTFLUTTER ENTMT PLC | 517 | $111.0M | 0.03% | |
| 223 | TRVTRAVELERS COMPANIES INC | 380 | $110.0M | 0.03% | |
| 224 | VOVANGUARD INDEX FDS | 362 | $105.0M | 0.03% | |
| 225 | CITHE CIGNA GROUP | 380 | $104.0M | 0.03% | |
| 226 | WFCWELLS FARGO CO NEW | 1,111 | $103.0M | 0.03% | |
| 227 | SGOVISHARES TR | 1,010 | $101.0M | 0.03% | |
| 228 | BABOEING CO | 464 | $100.0M | 0.03% | |
| 229 | UNPUNION PAC CORP | 435 | $100.0M | 0.03% | |
| 230 | INCYINCYTE CORP | 1,000 | $98.0M | 0.03% | |
| 231 | LINLINDE PLC | 226 | $96.0M | 0.03% | |
| 232 | ARKKARK ETF TR | 1,251 | $96.0M | 0.03% | |
| 233 | OTTROTTER TAIL CORP | 1,155 | $93.0M | 0.03% | |
| 234 | XLFSELECT SECTOR SPDR TR | 1,681 | $92.0M | 0.02% | |
| 235 | SLYGSPDR SERIES TRUST | 961 | $90.0M | 0.02% | |
| 236 | VICEADVISORSHARES TR | 2,810 | $89.0M | 0.02% | |
| 237 | LOWLOWES COS INC | 370 | $89.0M | 0.02% | |
| 238 | CGUSCAPITAL GROUP CORE EQUITY ET | 2,212 | $89.0M | 0.02% | |
| 239 | IHIISHARES TR | 1,447 | $89.0M | 0.02% | |
| 240 | XPEVXPENG INC | 4,399 | $89.0M | 0.02% | |
| 241 | JDJD.COM INC | 3,068 | $88.0M | 0.02% | |
| 242 | KMIKINDER MORGAN INC DEL | 3,192 | $87.0M | 0.02% | |
| 243 | TTTRANE TECHNOLOGIES PLC | 225 | $87.0M | 0.02% | |
| 244 | CRMSALESFORCE INC | 327 | $86.0M | 0.02% | |
| 245 | BXBLACKSTONE INC | 560 | $86.0M | 0.02% | |
| 246 | WBDWARNER BROS DISCOVERY INC | 2,982 | $85.0M | 0.02% | |
| 247 | AXPAMERICAN EXPRESS CO | 232 | $85.0M | 0.02% | |
| 248 | IJTISHARES TR | 597 | $84.0M | 0.02% | |
| 249 | ENBENBRIDGE INC | 1,764 | $84.0M | 0.02% | |
| 250 | VONGVANGUARD SCOTTSDALE FDS | 687 | $83.0M | 0.02% | |
| 251 | RPRXROYALTY PHARMA PLC | 2,155 | $83.0M | 0.02% | |
| 252 | FRELFIDELITY COVINGTON TRUST | 3,123 | $83.0M | 0.02% | |
| 253 | MIGASTRATEGY INC | 541 | $82.0M | 0.02% | |
| 254 | BAMBROOKFIELD ASSET MANAGMT LTD | 1,543 | $80.0M | 0.02% | |
| 255 | DOCUDOCUSIGN INC | 1,178 | $80.0M | 0.02% | |
| 256 | ICLNISHARES TR | 4,907 | $80.0M | 0.02% | |
| 257 | IYCISHARES TR | 760 | $78.0M | 0.02% | |
| 258 | VTWOVANGUARD SCOTTSDALE FDS | 775 | $77.0M | 0.02% | |
| 259 | RSGREPUBLIC SVCS INC | 362 | $76.0M | 0.02% | |
| 260 | DTMDT MIDSTREAM INC | 639 | $76.0M | 0.02% | |
| 261 | VBVANGUARD INDEX FDS | 288 | $74.0M | 0.02% | |
| 262 | USRTISHARES TR | 1,315 | $74.0M | 0.02% | |
| 263 | IBITISHARES BITCOIN TRUST ETF | 1,473 | $73.0M | 0.02% | |
| 264 | IWNISHARES TR | 395 | $71.0M | 0.02% | |
| 265 | NSYNICE LTD | 635 | $71.0M | 0.02% | |
| 266 | HTHTH WORLD GROUP LTD | 1,514 | $71.0M | 0.02% | |
| 267 | TELTE CONNECTIVITY PLC | 304 | $69.0M | 0.02% | |
| 268 | NXPINXP SEMICONDUCTORS N V | 321 | $69.0M | 0.02% | |
| 269 | ONON SEMICONDUCTOR CORP | 1,240 | $67.0M | 0.02% | |
| 270 | FQIDIGITAL RLTY TR INC | 428 | $66.0M | 0.02% | |
| 271 | RTXRTX CORPORATION | 362 | $66.0M | 0.02% | |
| 272 | MFCMANULIFE FINL CORP | 1,766 | $64.0M | 0.02% | |
| 273 | LRNSTRIDE INC | 994 | $64.0M | 0.02% | |
| 274 | PYPLPAYPAL HLDGS INC | 1,105 | $64.0M | 0.02% | |
| 275 | TRVCCITIGROUP INC | 546 | $63.0M | 0.02% | |
| 276 | CITCINTAS CORP | 340 | $63.0M | 0.02% | |
| 277 | ITWILLINOIS TOOL WKS INC | 254 | $62.0M | 0.02% | |
| 278 | FFLGFIDELITY COVINGTON TRUST | 2,099 | $62.0M | 0.02% | |
| 279 | XLVSELECT SECTOR SPDR TR | 402 | $62.0M | 0.02% | |
| 280 | BGBUNGE GLOBAL SA | 685 | $61.0M | 0.02% | |
| 281 | CSXCSX CORP | 1,701 | $61.0M | 0.02% | |
| 282 | VEEVVEEVA SYS INC | 265 | $59.0M | 0.02% | |
| 283 | SVOLSIMPLIFY EXCHANGE TRADED FUN | 3,365 | $59.0M | 0.02% | |
| 284 | WDAYWORKDAY INC | 277 | $59.0M | 0.02% | |
| 285 | IGFISHARES TR | 946 | $58.0M | 0.02% | |
| 286 | SSNCSS&C TECHNOLOGIES HLDGS INC | 670 | $58.0M | 0.02% | |
| 287 | SPHDINVESCO EXCH TRADED FD TR II | 1,226 | $58.0M | 0.02% | |
| 288 | LRCXLAM RESEARCH CORP | 343 | $58.0M | 0.02% | |
| 289 | THGHANOVER INS GROUP INC | 320 | $58.0M | 0.02% | |
| 290 | COMTISHARES U S ETF TR | 2,309 | $57.0M | 0.02% | |
| 291 | SCHXSCHWAB STRATEGIC TR | 2,130 | $57.0M | 0.02% | |
| 292 | PSAPUBLIC STORAGE OPER CO | 223 | $57.0M | 0.02% | |
| 293 | TMTOYOTA MOTOR CORP | 267 | $57.0M | 0.02% | |
| 294 | FRIFIRST TR EXCHANGE-TRADED FD | 2,067 | $56.0M | 0.02% | |
| 295 | FFORD MTR CO | 4,328 | $56.0M | 0.02% | |
| 296 | SDYSPDR SERIES TRUST | 403 | $56.0M | 0.02% | |
| 297 | ACNACCENTURE PLC IRELAND | 210 | $56.0M | 0.02% | |
| 298 | CVSCVS HEALTH CORP | 708 | $56.0M | 0.02% | |
| 299 | XELXCEL ENERGY INC | 767 | $56.0M | 0.02% | |
| 300 | BLDRBUILDERS FIRSTSOURCE INC | 535 | $55.0M | 0.01% |