Financial Perspectives, Inc Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$330.8B
Holdings
724
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (724 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | EFAVISHARES TR | 4,870 | $409.4M | 0.12% | |
| 102 | WMTWALMART INC | 4,168 | $407.5M | 0.12% | |
| 103 | CATCATERPILLAR INC | 1,048 | $406.8M | 0.12% | |
| 104 | VWOVANGUARD INTL EQUITY INDEX F | 8,181 | $404.6M | 0.12% | |
| 105 | MUMICRON TECHNOLOGY INC | 3,160 | $389.4M | 0.12% | |
| 106 | PLTRPALANTIR TECHNOLOGIES INC | 2,825 | $385.1M | 0.12% | |
| 107 | FESMFIDELITY COVINGTON TRUST | 11,755 | $376.1M | 0.11% | |
| 108 | FELCFIDELITY COVINGTON TRUST | 10,832 | $373.6M | 0.11% | |
| 109 | IJHISHARES TR | 5,954 | $369.2M | 0.11% | |
| 110 | MIGAMICROSTRATEGY INC | 912 | $368.7M | 0.11% | |
| 111 | AMDADVANCED MICRO DEVICES INC | 2,505 | $355.5M | 0.11% | |
| 112 | DYHTARGET CORP | 3,533 | $348.5M | 0.11% | |
| 113 | BACBANK AMERICA CORP | 7,349 | $347.8M | 0.11% | |
| 114 | PWVINVESCO EXCHANGE TRADED FD T | 5,406 | $335.9M | 0.10% | |
| 115 | BLKBLACKROCK INC | 312 | $327.2M | 0.10% | |
| 116 | QCOMQUALCOMM INC | 1,953 | $311.0M | 0.09% | |
| 117 | IUSGISHARES TR | 2,062 | $310.1M | 0.09% | |
| 118 | EFAISHARES TR | 3,461 | $309.3M | 0.09% | |
| 119 | IWPISHARES TR | 2,227 | $308.9M | 0.09% | |
| 120 | CVXCHEVRON CORP NEW | 2,015 | $288.5M | 0.09% | |
| 121 | CSCOCISCO SYS INC | 4,144 | $287.5M | 0.09% | |
| 122 | VALEVALE S A | 29,541 | $286.8M | 0.09% | |
| 123 | SNOWSNOWFLAKE INC | 1,281 | $286.6M | 0.09% | |
| 124 | VBKVANGUARD INDEX FDS | 1,005 | $278.3M | 0.08% | |
| 125 | FDVVFIDELITY COVINGTON TRUST | 5,319 | $276.7M | 0.08% | |
| 126 | ASBASSOCIATED BANC CORP | 11,253 | $274.4M | 0.08% | |
| 127 | SPGIS&P GLOBAL INC | 519 | $273.9M | 0.08% | |
| 128 | XLESELECT SECTOR SPDR TR | 3,174 | $269.1M | 0.08% | |
| 129 | FBTCFIDELITY WISE ORIGIN BITCOIN | 2,848 | $267.7M | 0.08% | |
| 130 | MCDMCDONALDS CORP | 902 | $263.5M | 0.08% | |
| 131 | NTESNETEASE INC | 1,821 | $245.0M | 0.07% | |
| 132 | GQ9SPDR GOLD TR | 798 | $243.3M | 0.07% | |
| 133 | SOLVSOLVENTUM CORP | 3,121 | $236.7M | 0.07% | |
| 134 | IJSISHARES TR | 2,363 | $235.1M | 0.07% | |
| 135 | IXNISHARES TR | 2,505 | $231.3M | 0.07% | |
| 136 | IGSBISHARES TR | 4,326 | $228.2M | 0.07% | |
| 137 | WMWASTE MGMT INC DEL | 987 | $225.8M | 0.07% | |
| 138 | PAGSPAGSEGURO DIGITAL LTD | 23,110 | $222.8M | 0.07% | |
| 139 | STNESTONECO LTD | 13,688 | $219.6M | 0.07% | |
| 140 | VOTVANGUARD INDEX FDS | 770 | $219.0M | 0.07% | |
| 141 | ECLECOLAB INC | 806 | $217.2M | 0.07% | |
| 142 | NVSNNOVARTIS AG | 1,774 | $214.7M | 0.06% | |
| 143 | BOTZGLOBAL X FDS | 6,516 | $212.8M | 0.06% | |
| 144 | DEDEERE & CO | 407 | $207.0M | 0.06% | |
| 145 | BIPBROOKFIELD INFRAST PARTNERS | 6,154 | $206.2M | 0.06% | |
| 146 | IRMIRON MTN INC DEL | 2,000 | $205.1M | 0.06% | |
| 147 | ICSHISHARES TR | 3,995 | $202.6M | 0.06% | |
| 148 | VUSBVANGUARD BD INDEX FDS | 4,042 | $201.6M | 0.06% | |
| 149 | CGBLCAPITAL GROUP CORE BALANCED | 5,821 | $194.7M | 0.06% | |
| 150 | PEPPEPSICO INC | 1,462 | $193.0M | 0.06% | |
| 151 | GEVGE VERNOVA INC | 364 | $192.7M | 0.06% | |
| 152 | JEPIJ P MORGAN EXCHANGE TRADED F | 3,338 | $189.8M | 0.06% | |
| 153 | TEVATEVA PHARMACEUTICAL INDS LTD | 11,251 | $188.6M | 0.06% | |
| 154 | TMOTHERMO FISHER SCIENTIFIC INC | 459 | $186.3M | 0.06% | |
| 155 | CGCPCAPITAL GRP FIXED INCM ETF T | 8,255 | $185.7M | 0.06% | |
| 156 | A4SAMERIPRISE FINL INC | 338 | $180.2M | 0.05% | |
| 157 | DTEDTE ENERGY CO | 1,358 | $179.8M | 0.05% | |
| 158 | PODDINSULET CORP | 572 | $179.7M | 0.05% | |
| 159 | VTEBVANGUARD MUN BD FDS | 3,661 | $179.5M | 0.05% | |
| 160 | SU6SURMODICS INC | 6,014 | $178.7M | 0.05% | |
| 161 | HBANHUNTINGTON BANCSHARES INC | 10,562 | $177.0M | 0.05% | |
| 162 | AMATAPPLIED MATLS INC | 952 | $174.3M | 0.05% | |
| 163 | IWOISHARES TR | 605 | $172.9M | 0.05% | |
| 164 | COINCOINBASE GLOBAL INC | 493 | $172.8M | 0.05% | |
| 165 | IAU*ISHARES GOLD TR | 2,753 | $171.7M | 0.05% | |
| 166 | BACVERIZON COMMUNICATIONS INC | 3,832 | $165.8M | 0.05% | |
| 167 | UBSUBS GROUP AG | 4,894 | $165.5M | 0.05% | |
| 168 | IUSVISHARES TR | 1,743 | $165.0M | 0.05% | |
| 169 | ARKTARK ETF TR | 1,103 | $162.9M | 0.05% | |
| 170 | CGCBCAPITAL GRP FIXED INCM ETF T | 6,004 | $157.9M | 0.05% | |
| 171 | XYZBLOCK INC | 2,300 | $156.2M | 0.05% | |
| 172 | VOEVANGUARD INDEX FDS | 929 | $152.7M | 0.05% | |
| 173 | NETCLOUDFLARE INC | 778 | $152.4M | 0.05% | |
| 174 | RSPUINVESCO EXCHANGE TRADED FD T | 2,112 | $150.2M | 0.05% | |
| 175 | PANWPALO ALTO NETWORKS INC | 732 | $149.8M | 0.05% | |
| 176 | KKRKKR & CO INC | 1,120 | $149.0M | 0.05% | |
| 177 | FIWFIRST TR EXCHANGE-TRADED FD | 1,379 | $148.9M | 0.05% | |
| 178 | FLUTFLUTTER ENTMT PLC | 517 | $147.7M | 0.04% | |
| 179 | MDBMONGODB INC | 697 | $146.4M | 0.04% | |
| 180 | VPUVANGUARD WORLD FD | 828 | $146.2M | 0.04% | |
| 181 | LRNSTRIDE INC | 994 | $144.3M | 0.04% | |
| 182 | XLFISELECT SECTOR SPDR TR | 1,764 | $142.8M | 0.04% | |
| 183 | ITOTISHARES TR | 1,056 | $142.6M | 0.04% | |
| 184 | ONCBEONE MEDICINES LTD | 588 | $142.3M | 0.04% | |
| 185 | ABNBAIRBNB INC | 1,070 | $141.6M | 0.04% | |
| 186 | CGIECAPITAL GROUP INTERNATIONAL | 4,245 | $139.7M | 0.04% | |
| 187 | WECWEC ENERGY GROUP INC | 1,338 | $139.4M | 0.04% | |
| 188 | IDHQINVESCO EXCH TRADED FD TR II | 4,220 | $139.2M | 0.04% | |
| 189 | ADMARCHER DANIELS MIDLAND CO | 2,608 | $137.7M | 0.04% | |
| 190 | OGIGALPS ETF TR | 2,547 | $136.5M | 0.04% | |
| 191 | ORLYOREILLY AUTOMOTIVE INC | 1,500 | $135.2M | 0.04% | |
| 192 | CGMUCAPITAL GRP FIXED INCM ETF T | 5,008 | $133.7M | 0.04% | |
| 193 | RCLROYAL CARIBBEAN GROUP | 425 | $133.1M | 0.04% | |
| 194 | VXUSVANGUARD STAR FDS | 1,922 | $132.8M | 0.04% | |
| 195 | EWBCEAST WEST BANCORP INC | 1,297 | $131.0M | 0.04% | |
| 196 | TEAMATLASSIAN CORPORATION | 643 | $130.6M | 0.04% | |
| 197 | AZNASTRAZENECA PLC | 1,864 | $130.3M | 0.04% | |
| 198 | ESGUISHARES TR | 954 | $129.1M | 0.04% | |
| 199 | KOCOCA COLA CO | 1,816 | $128.5M | 0.04% | |
| 200 | BABAALIBABA GROUP HLDG LTD | 1,131 | $128.3M | 0.04% |