CIK 2003287
Financial Perspectives, Inc
Institutional 13F holdings & portfolio
Holdings
714
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 714
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| PFE | PFIZER INC | 18K | $100K–$500K | SH |
| FESM | FIDELITY COVINGTON TRUST | 12K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 8K | $100K–$500K | SH |
| CGW | INVESCO EXCH TRADED FD TR II | 7K | $100K–$500K | SH |
| DFE | WISDOMTREE TR | 6K | $100K–$500K | SH |
| T | AT&T INC | 17K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 3K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 8K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| EFAV | ISHARES TR | 5K | $100K–$500K | SH |
| NET | CLOUDFLARE INC | 2K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 7K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 648 | $100K–$500K | SH |
| TGT | TARGET CORP | 4K | $100K–$500K | SH |
| DE | DEERE & CO | 793 | $100K–$500K | SH |
| PWV | INVESCO EXCHANGE TRADED FD T | 5K | $100K–$500K | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 16K | $100K–$500K | SH |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 11K | $100K–$500K | SH |
| IUSG | ISHARES TR | 2K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 2K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 312 | $100K–$500K | SH |
| EFA | ISHARES TR | 3K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 838 | $100K–$500K | SH |
| ECL | ECOLAB INC | 1K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| IWP | ISHARES TR | 2K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| FDVV | FIDELITY COVINGTON TRUST | 5K | $100K–$500K | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 8K | $100K–$500K | SH |
| ASB | ASSOCIATED BANC CORP | 11K | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC | 1K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 4K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 4K | $100K–$500K | SH |
| IJS | ISHARES TR | 2K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 519 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 460 | $100K–$500K | SH |
| IXN | ISHARES TR | 3K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 750 | $100K–$500K | SH |
| NTES | NETEASE INC | 2K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 952 | $100K–$500K | SH |
| NVS | NOVARTIS AG | 2K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 3K | $100K–$500K | SH |
| BOTZ | GLOBAL X FDS | 7K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 348 | $100K–$500K | SH |
| UBS | UBS GROUP AG | 5K | $100K–$500K | SH |