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 151–200 of 714
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PAGS | PAGSEGURO DIGITAL LTD | 23K | $100K–$500K | SH |
| VOT | VANGUARD INDEX FDS | 770 | $100K–$500K | SH |
| BIP | BROOKFIELD INFRAST PARTNERS | 6K | $100K–$500K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| CGIE | CAPITAL GROUP INTERNATIONAL | 6K | $100K–$500K | SH |
| STNE | STONECO LTD | 14K | $100K–$500K | SH |
| VUSB | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| SOLV | SOLVENTUM CORP | 3K | $100K–$500K | SH |
| VTEB | VANGUARD MUN BD FDS | 4K | $100K–$500K | SH |
| IWO | ISHARES TR | 607 | $100K–$500K | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 7K | $100K–$500K | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 11K | $100K–$500K | SH |
| IGSB | ISHARES TR | 3K | $100K–$500K | SH |
| IUSV | ISHARES TR | 2K | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC DEL | 3K | $100K–$500K | SH |
| ONC | BEONE MEDICINES LTD | 588 | $100K–$500K | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 6K | $100K–$500K | SH |
| DTE | DTE ENERGY CO | 1K | $100K–$500K | SH |
| IVE | ISHARES TR | 824 | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 2K | $100K–$500K | SH |
| ICSH | ISHARES TR | 3K | $100K–$500K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 1K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 2K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 338 | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 929 | $100K–$500K | SH |
| INTC | INTEL CORP | 4K | $100K–$500K | SH |
| PODD | INSULET CORP | 572 | $100K–$500K | SH |
| RSPU | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| ITOT | ISHARES TR | 1K | $100K–$500K | SH |
| ARKW | ARK ETF TR | 1K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 4K | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 828 | $100K–$500K | SH |
| IJK | ISHARES TR | 2K | $100K–$500K | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 3K | $100K–$500K | SH |
| FIW | FIRST TR EXCHANGE-TRADED FD | 1K | $100K–$500K | SH |
| XYZ | BLOCK INC | 2K | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS | 193 | $100K–$500K | SH |
| IDHQ | INVESCO EXCH TRADED FD TR II | 4K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 2K | $100K–$500K | SH |
| EWBC | EAST WEST BANCORP INC | 1K | $100K–$500K | SH |
| ABNB | AIRBNB INC | 1K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| KKR | KKR & CO INC | 1K | $100K–$500K | SH |
| ESGU | ISHARES TR | 954 | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 1K | $100K–$500K | SH |
| FHLC | FIDELITY COVINGTON TRUST | 2K | $100K–$500K | SH |
| DSI | ISHARES TR | 1K | $100K–$500K | SH |
| KO | COCA COLA CO | 2K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 1K | $100K–$500K | SH |