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 251–300 of 714
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VONG | VANGUARD SCOTTSDALE FDS | 687 | $50K–$100K | SH |
| RPRX | ROYALTY PHARMA PLC | 2K | $50K–$100K | SH |
| MSTR | STRATEGY INC | 541 | $50K–$100K | SH |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 2K | $50K–$100K | SH |
| ICLN | ISHARES TR | 5K | $50K–$100K | SH |
| DOCU | DOCUSIGN INC | 1K | $50K–$100K | SH |
| IYC | ISHARES TR | 760 | $50K–$100K | SH |
| VTWO | VANGUARD SCOTTSDALE FDS | 775 | $50K–$100K | SH |
| RSG | REPUBLIC SVCS INC | 362 | $50K–$100K | SH |
| DTM | DT MIDSTREAM INC | 639 | $50K–$100K | SH |
| USRT | ISHARES TR | 1K | $50K–$100K | SH |
| VB | VANGUARD INDEX FDS | 288 | $50K–$100K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 1K | $50K–$100K | SH |
| NICE | NICE LTD | 635 | $50K–$100K | SH |
| IWN | ISHARES TR | 395 | $50K–$100K | SH |
| HTHT | H WORLD GROUP LTD | 2K | $50K–$100K | SH |
| NXPI | NXP SEMICONDUCTORS N V | 321 | $50K–$100K | SH |
| TEL | TE CONNECTIVITY PLC | 304 | $50K–$100K | SH |
| ON | ON SEMICONDUCTOR CORP | 1K | $50K–$100K | SH |
| RTX | RTX CORPORATION | 362 | $50K–$100K | SH |
| DLR | DIGITAL RLTY TR INC | 428 | $50K–$100K | SH |
| LRN | STRIDE INC | 994 | $50K–$100K | SH |
| PYPL | PAYPAL HLDGS INC | 1K | $50K–$100K | SH |
| MFC | MANULIFE FINL CORP | 2K | $50K–$100K | SH |
| CTAS | CINTAS CORP | 340 | $50K–$100K | SH |
| C | CITIGROUP INC | 546 | $50K–$100K | SH |
| FFLG | FIDELITY COVINGTON TRUST | 2K | $50K–$100K | SH |
| ITW | ILLINOIS TOOL WKS INC | 254 | $50K–$100K | SH |
| XLV | SELECT SECTOR SPDR TR | 402 | $50K–$100K | SH |
| CSX | CSX CORP | 2K | $50K–$100K | SH |
| BG | BUNGE GLOBAL SA | 685 | $50K–$100K | SH |
| WDAY | WORKDAY INC | 277 | $50K–$100K | SH |
| VEEV | VEEVA SYS INC | 265 | $50K–$100K | SH |
| SVOL | SIMPLIFY EXCHANGE TRADED FUN | 3K | $50K–$100K | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 1K | $50K–$100K | SH |
| LRCX | LAM RESEARCH CORP | 343 | $50K–$100K | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 670 | $50K–$100K | SH |
| THG | HANOVER INS GROUP INC | 320 | $50K–$100K | SH |
| IGF | ISHARES TR | 946 | $50K–$100K | SH |
| PSA | PUBLIC STORAGE OPER CO | 223 | $50K–$100K | SH |
| COMT | ISHARES U S ETF TR | 2K | $50K–$100K | SH |
| SCHX | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| TM | TOYOTA MOTOR CORP | 267 | $50K–$100K | SH |
| F | FORD MTR CO | 4K | $50K–$100K | SH |
| XEL | XCEL ENERGY INC | 767 | $50K–$100K | SH |
| FRI | FIRST TR EXCHANGE-TRADED FD | 2K | $50K–$100K | SH |
| ACN | ACCENTURE PLC IRELAND | 210 | $50K–$100K | SH |
| CVS | CVS HEALTH CORP | 708 | $50K–$100K | SH |
| SDY | SPDR SERIES TRUST | 403 | $50K–$100K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 1K | $50K–$100K | SH |