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 201–250 of 714
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BEPC | BROOKFIELD RENEWABLE CORP | 4K | $100K–$500K | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 5K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 2K | $100K–$500K | SH |
| PANW | PALO ALTO NETWORKS INC | 732 | $100K–$500K | SH |
| USMV | ISHARES TR | 1K | $100K–$500K | SH |
| CRSP | CRISPR THERAPEUTICS AG | 2K | $100K–$500K | SH |
| IMCG | ISHARES TR | 2K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 2K | $100K–$500K | SH |
| ARGX | ARGENX SE | 145 | $100K–$500K | SH |
| VXF | VANGUARD INDEX FDS | 572 | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 835 | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 425 | $100K–$500K | SH |
| IBB | ISHARES TR | 700 | $100K–$500K | SH |
| IWR | ISHARES TR | 1K | $100K–$500K | SH |
| TEAM | ATLASSIAN CORPORATION | 718 | $100K–$500K | SH |
| COIN | COINBASE GLOBAL INC | 513 | $100K–$500K | SH |
| UI | UBIQUITI INC | 206 | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 129 | $100K–$500K | SH |
| O | REALTY INCOME CORP | 2K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 138 | $100K–$500K | SH |
| FLUT | FLUTTER ENTMT PLC | 517 | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 380 | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 362 | $100K–$500K | SH |
| CI | THE CIGNA GROUP | 380 | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 1K | $100K–$500K | SH |
| SGOV | ISHARES TR | 1K | $100K–$500K | SH |
| BA | BOEING CO | 464 | $100K–$500K | SH |
| UNP | UNION PAC CORP | 435 | $100K–$500K | SH |
| INCY | INCYTE CORP | 1K | $50K–$100K | SH |
| LIN | LINDE PLC | 226 | $50K–$100K | SH |
| ARKK | ARK ETF TR | 1K | $50K–$100K | SH |
| OTTR | OTTER TAIL CORP | 1K | $50K–$100K | SH |
| XLF | SELECT SECTOR SPDR TR | 2K | $50K–$100K | SH |
| SLYG | SPDR SERIES TRUST | 961 | $50K–$100K | SH |
| IHI | ISHARES TR | 1K | $50K–$100K | SH |
| LOW | LOWES COS INC | 370 | $50K–$100K | SH |
| VICE | ADVISORSHARES TR | 3K | $50K–$100K | SH |
| XPEV | XPENG INC | 4K | $50K–$100K | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 2K | $50K–$100K | SH |
| JD | JD.COM INC | 3K | $50K–$100K | SH |
| KMI | KINDER MORGAN INC DEL | 3K | $50K–$100K | SH |
| TT | TRANE TECHNOLOGIES PLC | 225 | $50K–$100K | SH |
| CRM | SALESFORCE INC | 327 | $50K–$100K | SH |
| BX | BLACKSTONE INC | 560 | $50K–$100K | SH |
| WBD | WARNER BROS DISCOVERY INC | 3K | $50K–$100K | SH |
| AXP | AMERICAN EXPRESS CO | 232 | $50K–$100K | SH |
| ENB | ENBRIDGE INC | 2K | $50K–$100K | SH |
| IJT | ISHARES TR | 597 | $50K–$100K | SH |
| FREL | FIDELITY COVINGTON TRUST | 3K | $50K–$100K | SH |