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 |
|---|---|---|---|---|---|
| 301 | XELXCEL ENERGY INC | 767 | $52.2M | 0.02% | |
| 302 | XMAGTIDAL TR II | 2,447 | $51.9M | 0.02% | |
| 303 | SCHXSCHWAB STRATEGIC TR | 2,123 | $51.9M | 0.02% | |
| 304 | MDLZMONDELEZ INTL INC | 768 | $51.8M | 0.02% | |
| 305 | CEGCONSTELLATION ENERGY CORP | 160 | $51.6M | 0.02% | |
| 306 | VXFVANGUARD INDEX FDS | 268 | $51.6M | 0.02% | |
| 307 | HTHTH WORLD GROUP LTD | 1,514 | $51.4M | 0.02% | |
| 308 | TELTE CONNECTIVITY PLC | 304 | $51.3M | 0.02% | |
| 309 | CGMSCAPITAL GRP FIXED INCM ETF T | 1,853 | $51.2M | 0.02% | |
| 310 | XLVSELECT SECTOR SPDR TR | 373 | $50.3M | 0.02% | |
| 311 | ARKFARK ETF TR | 990 | $49.7M | 0.02% | |
| 312 | BMYBRISTOL-MYERS SQUIBB CO | 1,066 | $49.3M | 0.01% | |
| 313 | ASGLIBERTY ALL-STAR GROWTH FD I | 8,945 | $48.9M | 0.01% | |
| 314 | CVSCVS HEALTH CORP | 708 | $48.8M | 0.01% | |
| 315 | SDGISHARES TR | 640 | $48.5M | 0.01% | |
| 316 | 4I1PHILIP MORRIS INTL INC | 262 | $47.7M | 0.01% | |
| 317 | IBMINTERNATIONAL BUSINESS MACHS | 160 | $47.2M | 0.01% | |
| 318 | IWDISHARES TR | 242 | $46.9M | 0.01% | |
| 319 | UHAL/BU HAUL HOLDING COMPANY | 855 | $46.5M | 0.01% | |
| 320 | TRVCCITIGROUP INC | 546 | $46.5M | 0.01% | |
| 321 | TMTOYOTA MOTOR CORP | 267 | $45.9M | 0.01% | |
| 322 | EMXCISHARES INC | 716 | $45.2M | 0.01% | |
| 323 | NKENIKE INC | 636 | $45.2M | 0.01% | |
| 324 | OWLBLUE OWL CAPITAL INC | 2,312 | $44.4M | 0.01% | |
| 325 | ETNEATON CORP PLC | 124 | $44.3M | 0.01% | |
| 326 | WELLWELLTOWER INC | 284 | $43.7M | 0.01% | |
| 327 | PHMPULTE GROUP INC | 410 | $43.2M | 0.01% | |
| 328 | JMSTJ P MORGAN EXCHANGE TRADED F | 816 | $41.6M | 0.01% | |
| 329 | MCXMCCORMICK & CO INC | 543 | $41.2M | 0.01% | |
| 330 | XLKSELECT SECTOR SPDR TR | 160 | $40.5M | 0.01% | |
| 331 | EMREMERSON ELEC CO | 300 | $40.0M | 0.01% | |
| 332 | VSSVANGUARD INTL EQUITY INDEX F | 296 | $39.7M | 0.01% | |
| 333 | CPCANADIAN PACIFIC KANSAS CITY | 500 | $39.6M | 0.01% | |
| 334 | APDAIR PRODS & CHEMS INC | 140 | $39.6M | 0.01% | |
| 335 | ERICTELEFONAKTIEBOLAGET LM ERICS | 4,603 | $39.0M | 0.01% | |
| 336 | ULUNILEVER PLC | 635 | $38.9M | 0.01% | |
| 337 | GEHCGE HEALTHCARE TECHNOLOGIES I | 522 | $38.7M | 0.01% | |
| 338 | ARKQARK ETF TR | 427 | $38.1M | 0.01% | |
| 339 | SAPSAP SE | 125 | $38.0M | 0.01% | |
| 340 | ILMNILLUMINA INC | 392 | $37.4M | 0.01% | |
| 341 | MASMASCO CORP | 580 | $37.3M | 0.01% | |
| 342 | ROKROCKWELL AUTOMATION INC | 112 | $37.2M | 0.01% | |
| 343 | ZMZOOM COMMUNICATIONS INC | 476 | $37.1M | 0.01% | |
| 344 | FNCLFIDELITY COVINGTON TRUST | 501 | $37.1M | 0.01% | |
| 345 | HASHASBRO INC | 500 | $36.9M | 0.01% | |
| 346 | IYFISHARES TR | 301 | $36.5M | 0.01% | |
| 347 | PRUPRUDENTIAL FINL INC | 338 | $36.3M | 0.01% | |
| 348 | KRKROGER CO | 500 | $35.9M | 0.01% | |
| 349 | CPNGCOUPANG INC | 1,195 | $35.8M | 0.01% | |
| 350 | GSGOLDMAN SACHS GROUP INC | 50 | $35.7M | 0.01% | |
| 351 | BCBRUNSWICK CORP | 645 | $35.6M | 0.01% | |
| 352 | DC4DEXCOM INC | 408 | $35.6M | 0.01% | |
| 353 | GDGENERAL DYNAMICS CORP | 119 | $34.8M | 0.01% | |
| 354 | WBDWARNER BROS DISCOVERY INC | 3,031 | $34.7M | 0.01% | |
| 355 | FTCSFIRST TR EXCHANGE-TRADED FD | 381 | $34.6M | 0.01% | |
| 356 | ITBISHARES TR | 365 | $34.0M | 0.01% | |
| 357 | ROSTROSS STORES INC | 266 | $34.0M | 0.01% | |
| 358 | RDDTREDDIT INC | 224 | $33.7M | 0.01% | |
| 359 | RSPINVESCO EXCHANGE TRADED FD T | 185 | $33.6M | 0.01% | |
| 360 | BSVVANGUARD BD INDEX FDS | 427 | $33.6M | 0.01% | |
| 361 | LRCXLAM RESEARCH CORP | 343 | $33.4M | 0.01% | |
| 362 | GBTCGRAYSCALE BITCOIN TRUST ETF | 385 | $32.7M | 0.01% | |
| 363 | IJJISHARES TR | 262 | $32.4M | 0.01% | |
| 364 | KWEBKRANESHARES TRUST | 929 | $31.9M | 0.01% | |
| 365 | DAYDAYFORCE INC | 571 | $31.6M | 0.01% | |
| 366 | SCHFSCHWAB STRATEGIC TR | 1,427 | $31.5M | 0.01% | |
| 367 | EEMISHARES TR | 646 | $31.2M | 0.01% | |
| 368 | FNDASCHWAB STRATEGIC TR | 1,088 | $31.2M | 0.01% | |
| 369 | HWMHOWMET AEROSPACE INC | 166 | $30.9M | 0.01% | |
| 370 | EWJISHARES INC | 410 | $30.7M | 0.01% | |
| 371 | AFLAFLAC INC | 291 | $30.7M | 0.01% | |
| 372 | CGHMCAPITAL GRP FIXED INCM ETF T | 1,212 | $29.9M | 0.01% | |
| 373 | IYHISHARES TR | 523 | $29.5M | 0.01% | |
| 374 | AVAAVISTA CORP | 768 | $29.1M | 0.01% | |
| 375 | VOOGVANGUARD ADMIRAL FDS INC | 73 | $28.9M | 0.01% | |
| 376 | PIPRPIPER SANDLER COMPANIES | 103 | $28.6M | 0.01% | |
| 377 | UUNITY SOFTWARE INC | 1,166 | $28.2M | 0.01% | |
| 378 | QTWOQ2 HLDGS INC | 300 | $28.1M | 0.01% | |
| 379 | KUREKRANESHARES TRUST | 1,659 | $28.1M | 0.01% | |
| 380 | TJXTJX COS INC NEW | 224 | $27.7M | 0.01% | |
| 381 | GMABGENMAB A/S | 1,333 | $27.5M | 0.01% | |
| 382 | TFCTRUIST FINL CORP | 637 | $27.4M | 0.01% | |
| 383 | CBCHUBB LIMITED | 94 | $27.2M | 0.01% | |
| 384 | HRLHORMEL FOODS CORP | 900 | $27.2M | 0.01% | |
| 385 | PNCPNC FINL SVCS GROUP INC | 142 | $26.5M | 0.01% | |
| 386 | XLYSELECT SECTOR SPDR TR | 120 | $26.1M | 0.01% | |
| 387 | UPSUNITED PARCEL SERVICE INC | 254 | $25.6M | 0.01% | |
| 388 | RIORIO TINTO PLC | 439 | $25.6M | 0.01% | |
| 389 | MMYTMAKEMYTRIP LIMITED MAURITIUS | 261 | $25.6M | 0.01% | |
| 390 | CLVTRIP COM GROUP LTD | 434 | $25.5M | 0.01% | |
| 391 | IWYISHARES TR | 103 | $25.4M | 0.01% | |
| 392 | LOGILOGITECH INTL S A | 281 | $25.3M | 0.01% | |
| 393 | CMECME GROUP INC | 91 | $25.0M | 0.01% | |
| 394 | HYIWESTERN ASSET HIGH YIELD DEF | 2,045 | $24.5M | 0.01% | |
| 395 | FLEXFLEX LTD | 490 | $24.5M | 0.01% | |
| 396 | AIEQAMPLIFY ETF TR | 565 | $23.9M | 0.01% | |
| 397 | FBTFIRST TR EXCHANGE-TRADED FD | 148 | $23.9M | 0.01% | |
| 398 | PEOEXELON CORP | 544 | $23.6M | 0.01% | |
| 399 | FITBFIFTH THIRD BANCORP | 571 | $23.5M | 0.01% | |
| 400 | ILCBISHARES TR | 273 | $23.4M | 0.01% |