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 |
|---|---|---|---|---|---|
| 301 | STZCONSTELLATION BRANDS INC | 400 | $55.0M | 0.01% | |
| 302 | BMYBRISTOL-MYERS SQUIBB CO | 1,033 | $55.0M | 0.01% | |
| 303 | XMAGTIDAL TRUST II | 2,447 | $55.0M | 0.01% | |
| 304 | ARKGARK ETF TR | 1,858 | $53.0M | 0.01% | |
| 305 | EMXCISHARES INC | 730 | $53.0M | 0.01% | |
| 306 | EMREMERSON ELEC CO | 400 | $53.0M | 0.01% | |
| 307 | TRITHOMSON REUTERS CORP | 400 | $52.0M | 0.01% | |
| 308 | ADBEADOBE INC | 151 | $52.0M | 0.01% | |
| 309 | CRWDCROWDSTRIKE HLDGS INC | 112 | $52.0M | 0.01% | |
| 310 | ILMNILLUMINA INC | 392 | $51.0M | 0.01% | |
| 311 | UUNITY SOFTWARE INC | 1,166 | $51.0M | 0.01% | |
| 312 | RDDTREDDIT INC | 224 | $51.0M | 0.01% | |
| 313 | MDLZMONDELEZ INTL INC | 944 | $50.0M | 0.01% | |
| 314 | ARKQARK ETF TR | 426 | $48.0M | 0.01% | |
| 315 | ELVELEVANCE HEALTH INC FORMERLY | 135 | $47.0M | 0.01% | |
| 316 | 8CWCROWN CASTLE INC | 540 | $47.0M | 0.01% | |
| 317 | BCBRUNSWICK CORP | 645 | $47.0M | 0.01% | |
| 318 | EOGEOG RES INC | 455 | $47.0M | 0.01% | |
| 319 | ASGLIBERTY ALL-STAR GROWTH FD I | 8,945 | $47.0M | 0.01% | |
| 320 | ARKFARK ETF TR | 989 | $47.0M | 0.01% | |
| 321 | MSIMOTOROLA SOLUTIONS INC | 125 | $47.0M | 0.01% | |
| 322 | IBMINTERNATIONAL BUSINESS MACHS | 160 | $47.0M | 0.01% | |
| 323 | IWDISHARES TR | 222 | $46.0M | 0.01% | |
| 324 | SDGISHARES TR | 550 | $46.0M | 0.01% | |
| 325 | XLKSELECT SECTOR SPDR TR | 320 | $46.0M | 0.01% | |
| 326 | FTMNPUTNAM ETF TRUST | 5,191 | $45.0M | 0.01% | |
| 327 | GSGOLDMAN SACHS GROUP INC | 50 | $44.0M | 0.01% | |
| 328 | ERICTELEFONAKTIEBOLAGET LM ERICS | 4,603 | $44.0M | 0.01% | |
| 329 | ROKROCKWELL AUTOMATION INC | 112 | $43.0M | 0.01% | |
| 330 | VSSVANGUARD INTL EQUITY INDEX F | 296 | $42.0M | 0.01% | |
| 331 | WELLWELLTOWER INC | 231 | $42.0M | 0.01% | |
| 332 | 4I1PHILIP MORRIS INTL INC | 262 | $42.0M | 0.01% | |
| 333 | NFLXNETFLIX INC | 450 | $42.0M | 0.01% | |
| 334 | JMSTJ P MORGAN EXCHANGE TRADED F | 828 | $42.0M | 0.01% | |
| 335 | HASHASBRO INC | 500 | $41.0M | 0.01% | |
| 336 | GEHCGE HEALTHCARE TECHNOLOGIES I | 503 | $41.0M | 0.01% | |
| 337 | GMABGENMAB A/S | 1,333 | $41.0M | 0.01% | |
| 338 | ZMZOOM COMMUNICATIONS INC | 476 | $41.0M | 0.01% | |
| 339 | NKENIKE INC | 639 | $40.0M | 0.01% | |
| 340 | FNCLFIDELITY COVINGTON TRUST | 503 | $39.0M | 0.01% | |
| 341 | UHAL/BU HAUL HOLDING COMPANY | 855 | $39.0M | 0.01% | |
| 342 | DAYDAYFORCE INC | 571 | $39.0M | 0.01% | |
| 343 | ETNEATON CORP PLC | 124 | $39.0M | 0.01% | |
| 344 | SCHFSCHWAB STRATEGIC TR | 1,643 | $39.0M | 0.01% | |
| 345 | PRUPRUDENTIAL FINL INC | 338 | $38.0M | 0.01% | |
| 346 | IYFISHARES TR | 301 | $38.0M | 0.01% | |
| 347 | MOHMOLINA HEALTHCARE INC | 220 | $38.0M | 0.01% | |
| 348 | GDGENERAL DYNAMICS CORP | 113 | $37.0M | 0.01% | |
| 349 | ULUNILEVER PLC | 563 | $36.0M | 0.01% | |
| 350 | CGGECAPITAL GROUP GLOBAL EQUITY | 1,145 | $36.0M | 0.01% | |
| 351 | FISVFISERV INC | 550 | $36.0M | 0.01% | |
| 352 | CPCANADIAN PACIFIC KANSAS CITY | 500 | $36.0M | 0.01% | |
| 353 | MASMASCO CORP | 580 | $36.0M | 0.01% | |
| 354 | RSPINVESCO EXCHANGE TRADED FD T | 185 | $35.0M | 0.01% | |
| 355 | RIORIO TINTO PLC | 443 | $35.0M | 0.01% | |
| 356 | ITBISHARES TR | 365 | $35.0M | 0.01% | |
| 357 | FTCSFIRST TR EXCHANGE-TRADED FD | 381 | $35.0M | 0.01% | |
| 358 | EEMISHARES TR | 652 | $35.0M | 0.01% | |
| 359 | TJXTJX COS INC NEW | 224 | $34.0M | 0.01% | |
| 360 | CBCHUBB LIMITED | 109 | $34.0M | 0.01% | |
| 361 | IYHISHARES TR | 526 | $34.0M | 0.01% | |
| 362 | IJJISHARES TR | 262 | $34.0M | 0.01% | |
| 363 | PIPRPIPER SANDLER COMPANIES | 103 | $34.0M | 0.01% | |
| 364 | IXUSISHARES TR | 408 | $34.0M | 0.01% | |
| 365 | FNDASCHWAB STRATEGIC TR | 1,088 | $34.0M | 0.01% | |
| 366 | SOLSSOLSTICE ADVANCED MATLS INC | 711 | $34.0M | 0.01% | |
| 367 | HWMHOWMET AEROSPACE INC | 166 | $34.0M | 0.01% | |
| 368 | MCXMCCORMICK & CO INC | 500 | $34.0M | 0.01% | |
| 369 | APDAIR PRODS & CHEMS INC | 140 | $34.0M | 0.01% | |
| 370 | OWLBLUE OWL CAPITAL INC | 2,312 | $34.0M | 0.01% | |
| 371 | EWJISHARES INC | 410 | $33.0M | 0.01% | |
| 372 | BSVVANGUARD BD INDEX FDS | 427 | $33.0M | 0.01% | |
| 373 | STXSEAGATE TECHNOLOGY HLDNGS PL | 123 | $33.0M | 0.01% | |
| 374 | AFLAFLAC INC | 292 | $32.0M | 0.01% | |
| 375 | CGHMCAPITAL GRP FIXED INCM ETF T | 1,235 | $31.0M | 0.01% | |
| 376 | KRKROGER CO | 500 | $31.0M | 0.01% | |
| 377 | TFCTRUIST FINL CORP | 637 | $31.0M | 0.01% | |
| 378 | CLVTRIP COM GROUP LTD | 434 | $31.0M | 0.01% | |
| 379 | KWEBKRANESHARES TRUST | 883 | $30.0M | 0.01% | |
| 380 | FBTFIRST TR EXCHANGE-TRADED FD | 148 | $30.0M | 0.01% | |
| 381 | VOOGVANGUARD ADMIRAL FDS INC | 68 | $30.0M | 0.01% | |
| 382 | SAPSAP SE | 125 | $30.0M | 0.01% | |
| 383 | PHMPULTE GROUP INC | 250 | $29.0M | 0.01% | |
| 384 | FLEXFLEX LTD | 490 | $29.0M | 0.01% | |
| 385 | PNCPNC FINL SVCS GROUP INC | 142 | $29.0M | 0.01% | |
| 386 | AVAAVISTA CORP | 768 | $29.0M | 0.01% | |
| 387 | LOGILOGITECH INTL S A | 281 | $28.0M | 0.01% | |
| 388 | KUREKRANESHARES TRUST | 1,663 | $28.0M | 0.01% | |
| 389 | COKECOCA COLA CONS INC | 183 | $28.0M | 0.01% | |
| 390 | CVECENOVUS ENERGY INC | 1,676 | $28.0M | 0.01% | |
| 391 | FASTFASTENAL CO | 703 | $28.0M | 0.01% | |
| 392 | XLYSELECT SECTOR SPDR TR | 240 | $28.0M | 0.01% | |
| 393 | PBEINVESCO EXCHANGE TRADED FD T | 350 | $28.0M | 0.01% | |
| 394 | IWYISHARES TR | 103 | $28.0M | 0.01% | |
| 395 | DC4DEXCOM INC | 408 | $27.0M | 0.01% | |
| 396 | OGIGALPS ETF TR | 521 | $27.0M | 0.01% | |
| 397 | CPNGCOUPANG INC | 1,173 | $27.0M | 0.01% | |
| 398 | ORIOLD REP INTL CORP | 573 | $26.0M | 0.01% | |
| 399 | RDVYFIRST TR EXCHANGE TRADED FD | 375 | $26.0M | 0.01% | |
| 400 | DNOVFIRST TR EXCHNG TRADED FD VI | 550 | $26.0M | 0.01% |