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 301–350 of 714
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XMAG | TIDAL TRUST II | 2K | $50K–$100K | SH |
| STZ | CONSTELLATION BRANDS INC | 400 | $50K–$100K | SH |
| BLDR | BUILDERS FIRSTSOURCE INC | 535 | $50K–$100K | SH |
| ARKG | ARK ETF TR | 2K | $50K–$100K | SH |
| EMR | EMERSON ELEC CO | 400 | $50K–$100K | SH |
| EMXC | ISHARES INC | 730 | $50K–$100K | SH |
| ADBE | ADOBE INC | 151 | $50K–$100K | SH |
| TRI | THOMSON REUTERS CORP | 400 | $50K–$100K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 112 | $50K–$100K | SH |
| U | UNITY SOFTWARE INC | 1K | $50K–$100K | SH |
| RDDT | REDDIT INC | 224 | $50K–$100K | SH |
| ILMN | ILLUMINA INC | 392 | $50K–$100K | SH |
| MDLZ | MONDELEZ INTL INC | 944 | $50K–$100K | SH |
| ARKQ | ARK ETF TR | 426 | $15K–$50K | SH |
| CCI | CROWN CASTLE INC | 540 | $15K–$50K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 125 | $15K–$50K | SH |
| BC | BRUNSWICK CORP | 645 | $15K–$50K | SH |
| EOG | EOG RES INC | 455 | $15K–$50K | SH |
| ASG | LIBERTY ALL-STAR GROWTH FD I | 9K | $15K–$50K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 160 | $15K–$50K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 135 | $15K–$50K | SH |
| ARKF | ARK ETF TR | 989 | $15K–$50K | SH |
| IWD | ISHARES TR | 222 | $15K–$50K | SH |
| SDG | ISHARES TR | 550 | $15K–$50K | SH |
| XLK | SELECT SECTOR SPDR TR | 320 | $15K–$50K | SH |
| FTMN | PUTNAM ETF TRUST | 5K | $15K–$50K | SH |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | 5K | $15K–$50K | SH |
| GS | GOLDMAN SACHS GROUP INC | 50 | $15K–$50K | SH |
| ROK | ROCKWELL AUTOMATION INC | 112 | $15K–$50K | SH |
| WELL | WELLTOWER INC | 231 | $15K–$50K | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 296 | $15K–$50K | SH |
| NFLX | NETFLIX INC | 450 | $15K–$50K | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 828 | $15K–$50K | SH |
| PM | PHILIP MORRIS INTL INC | 262 | $15K–$50K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 503 | $15K–$50K | SH |
| ZM | ZOOM COMMUNICATIONS INC | 476 | $15K–$50K | SH |
| GMAB | GENMAB A/S | 1K | $15K–$50K | SH |
| HAS | HASBRO INC | 500 | $15K–$50K | SH |
| NKE | NIKE INC | 639 | $15K–$50K | SH |
| UHAL.B | U HAUL HOLDING COMPANY | 855 | $15K–$50K | SH |
| ETN | EATON CORP PLC | 124 | $15K–$50K | SH |
| SCHF | SCHWAB STRATEGIC TR | 2K | $15K–$50K | SH |
| DAY | DAYFORCE INC | 571 | $15K–$50K | SH |
| FNCL | FIDELITY COVINGTON TRUST | 503 | $15K–$50K | SH |
| IYF | ISHARES TR | 301 | $15K–$50K | SH |
| MOH | MOLINA HEALTHCARE INC | 220 | $15K–$50K | SH |
| PRU | PRUDENTIAL FINL INC | 338 | $15K–$50K | SH |
| GD | GENERAL DYNAMICS CORP | 113 | $15K–$50K | SH |
| FISV | FISERV INC | 550 | $15K–$50K | SH |
| UL | UNILEVER PLC | 563 | $15K–$50K | SH |