Financial Perspectives, Inc Portfolio Holdings
Q3 2025•720 long positions•$360.4M portfolio value
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Holding732 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Medical - Devices Healthcare | $20.7M 5.73% | -$188.4K Sold | 0.017% 216.9K shares | 218.9K → 216.9K −$188.4K | -0.9% | $122.16B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $20.6M 5.73% | -$716.8K Sold | — 27.6K shares | 28.6K → 27.6K −$716.8K | -3.36% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $20.2M 5.61% | +$471.8K Bought | — 143.5K shares | 140.2K → 143.5K +$471.8K | +2.39% | — — | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $17.2M 4.78% | -$211.8K Sold | 0.0% 33.3K shares | 33.7K → 33.3K −$211.8K | -1.22% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
Consumer Electronics Technology | $16.3M 4.52% | -$273.5K Sold | 0.0% 64.0K shares | 65.0K → 64.0K −$273.5K | -1.65% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
Medical - Devices Healthcare | $13.3M 3.69% | +$196.9K Bought | 0.009% 136.2K shares | 134.2K → 136.2K +$196.9K | +1.5% | $144.66B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $11.5M 3.19% | +$77.3K Bought | — 95.3K shares | 94.7K → 95.3K +$77.3K | +0.68% | — — | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $10.8M 3.01% | -$54.8K Sold | 0.001% 32.9K shares | 33.0K → 32.9K −$54.8K | -0.5% | $1.56T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $10.5M 2.92% | +$354.0K Bought | — 124.3K shares | 120.1K → 124.3K +$354.0K | +3.48% | — — | Q2 2021 Held for 4y 5m | |
Unknown Unknown | $10.0M 2.77% | +$23.5K Bought | — 46.2K shares | 46.1K → 46.2K +$23.5K | +0.24% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $9.6M 2.65% | +$156.9K Bought | — 106.7K shares | 104.9K → 106.7K +$156.9K | +1.67% | — — | Q2 2021 Held for 4y 5m | |
Semiconductors Technology | $9.4M 2.62% | -$480.7K Sold | — 33.8K shares | 35.5K → 33.8K −$480.7K | -4.85% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $9.0M 2.48% | +$154.7K Bought | — 73.1K shares | 71.9K → 73.1K +$154.7K | +1.76% | — — | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $8.4M 2.34% | -$107.8K Sold | 0.0% 45.2K shares | 45.8K → 45.2K −$107.8K | -1.26% | $4.54T Mega Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $6.8M 1.88% | -$76.5K Sold | 0.0% 27.9K shares | 28.2K → 27.9K −$76.5K | -1.11% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $6.3M 1.76% | +$15.8K Bought | — 28.5K shares | 28.5K → 28.5K +$15.8K | +0.25% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $6.1M 1.7% | +$150.6K Bought | — 122.8K shares | 119.7K → 122.8K +$150.6K | +2.52% | — — | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $4.9M 1.35% | -$82.3K Sold | 0.0% 22.2K shares | 22.6K → 22.2K −$82.3K | -1.66% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.7M 1.3% | -$56.0K Sold | — 7.1K shares | 7.1K → 7.1K −$56.0K | -1.18% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.6M 1.28% | -$40.2K Sold | — 6.9K shares | 6.9K → 6.9K −$40.2K | -0.86% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.5M 1.24% | +$243.6K Bought | — 65.7K shares | 62.1K → 65.7K +$243.6K | +5.76% | — — | Q4 2019 Held for 5y 11m | |
Auto - Manufacturers Consumer Cyclical | $3.7M 1.02% | — | 0.0% 8.2K shares | — | — | $1.48T Mega Cap | Q1 2020 Held for 5y 8m | |
Internet Content & Information Communication Services | $3.4M 0.955% | +$151.3K Bought | 0.0% 4.7K shares | 4.5K → 4.7K +$151.3K | +4.6% | $1.84T Mega Cap | Q4 2019 Held for 5y 11m | |
Banks - Diversified Financial Services | $3.3M 0.923% | +$259.9K Bought | 0.0% 10.5K shares | 9.7K → 10.5K +$259.9K | +8.48% | $867.35B Mega Cap | Q4 2019 Held for 5y 11m | |
Specialty Retail Consumer Cyclical | $3.1M 0.858% | — | 0.003% 1.3K shares | — | — | $118.48B Large Cap | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $3.1M 0.85% | +$21.3K Bought | 0.001% 13.2K shares | 13.1K → 13.2K +$21.3K | +0.7% | $409.03B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.9M 0.799% | +$121.8K Bought | — 13.5K shares | 12.9K → 13.5K +$121.8K | +4.42% | — — | Q4 2019 Held for 5y 11m | |
Software - Application Technology | $2.8M 0.778% | -$9.4K Sold | 0.001% 18.9K shares | 18.9K → 18.9K −$9.4K | -0.33% | $193.14B Large Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.7M 0.754% | -$139.0K Sold | — 4.4K shares | 4.7K → 4.4K −$139.0K | -4.87% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.5M 0.688% | +$39.2K Bought | — 12.7K shares | 12.5K → 12.7K +$39.2K | +1.61% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.4M 0.675% | +$9.6K Bought | — 48.0K shares | 47.8K → 48.0K +$9.6K | +0.4% | — — | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $2.4M 0.662% | — | — 13.4K shares | — | — | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $2.2M 0.613% | +$57.5K Bought | — 50.3K shares | 49.0K → 50.3K +$57.5K | +2.67% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.2M 0.604% | +$16.0K Bought | — 59.5K shares | 59.1K → 59.5K +$16.0K | +0.74% | — — | Q4 2019 Held for 5y 11m | |
Conglomerates Industrials | $2.1M 0.595% | -$31.7K Sold | 0.003% 13.8K shares | 14.0K → 13.8K −$31.7K | -1.45% | $82.7B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.0M 0.564% | +$101.5K Bought | — 59.5K shares | 56.5K → 59.5K +$101.5K | +5.26% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $2.0M 0.547% | +$71.4K Bought | — 3.3K shares | 3.2K → 3.3K +$71.4K | +3.76% | — — | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $1.9M 0.518% | +$967.9 Bought | — 1.9K shares | 1.9K → 1.9K +$967.9 | +0.05% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $1.8M 0.502% | +$327.3K Bought | — 66.2K shares | 54.3K → 66.2K +$327.3K | +22.1% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.6M 0.441% | +$22.0K Bought | — 3.4K shares | 3.3K → 3.4K +$22.0K | +1.41% | — — | Q1 2022 Held for 3y 8m | |
Medical - Healthcare Plans Healthcare | $1.5M 0.426% | +$31.1K Bought | 0.0% 4.4K shares | 4.4K → 4.4K +$31.1K | +2.07% | $312.73B Mega Cap | Q4 2019 Held for 5y 11m | |
Insurance - Diversified Financial Services | $1.5M 0.418% | -$76.9K Sold | 0.0% 3.0K shares | 3.1K → 3.0K −$76.9K | -4.86% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Drug Manufacturers - General Healthcare | $1.5M 0.417% | +$45.1K Bought | 0.0% 8.1K shares | 7.9K → 8.1K +$45.1K | +3.09% | $446.55B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.4M 0.388% | -$12.3K Sold | — 56.6K shares | 57.1K → 56.6K −$12.3K | -0.87% | — — | Q1 2020 Held for 5y 8m | |
Software - Infrastructure Technology | $1.3M 0.353% | -$1.4K Sold | 0.0% 4.5K shares | 4.5K → 4.5K −$1.4K | -0.11% | $801.76B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.3M 0.35% | +$17.7K Bought | — 6.8K shares | 6.7K → 6.8K +$17.7K | +1.42% | — — | Q4 2019 Held for 5y 11m | |
Medical - Devices Healthcare | $1.1M 0.318% | +$13.4K Bought | 0.0% 8.6K shares | 8.5K → 8.6K +$13.4K | +1.18% | $233.12B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.1M 0.303% | +$1.4K Bought | — 10.7K shares | 10.7K → 10.7K +$1.4K | +0.13% | — — | Q1 2020 Held for 5y 8m | |
Discount Stores Consumer Defensive | $1.1M 0.297% | +$34.2K Bought | 0.0% 1.2K shares | 1.1K → 1.2K +$34.2K | +3.3% | $410.27B Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.0M 0.289% | — | — 24.2K shares | — | — | — — | Q3 2022 Held for 3y 2m |
