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 401–450 of 714
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RDVY | FIRST TR EXCHANGE TRADED FD | 375 | $15K–$50K | SH |
| ILCB | ISHARES TR | 274 | $15K–$50K | SH |
| AIEQ | AMPLIFY ETF TR | 565 | $15K–$50K | SH |
| GSK | GSK PLC | 517 | $15K–$50K | SH |
| UPS | UNITED PARCEL SERVICE INC | 255 | $15K–$50K | SH |
| FBND | FIDELITY MERRIMACK STR TR | 542 | $15K–$50K | SH |
| CME | CME GROUP INC | 91 | $15K–$50K | SH |
| LITE | LUMENTUM HLDGS INC | 66 | $15K–$50K | SH |
| EXC | EXELON CORP | 554 | $15K–$50K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 353 | $15K–$50K | SH |
| FETH | FIDELITY ETHEREUM FD | 804 | $15K–$50K | SH |
| FMAT | FIDELITY COVINGTON TRUST | 447 | $15K–$50K | SH |
| JMTG | J P MORGAN EXCHANGE TRADED F | 463 | $15K–$50K | SH |
| BP | BP PLC | 680 | $15K–$50K | SH |
| CYRX | CRYOPORT INC | 2K | $15K–$50K | SH |
| SU | SUNCOR ENERGY INC NEW | 524 | $15K–$50K | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 600 | $15K–$50K | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 272 | $15K–$50K | SH |
| TD | TORONTO DOMINION BK ONT | 238 | $15K–$50K | SH |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | 1K | $15K–$50K | SH |
| MPWR | MONOLITHIC PWR SYS INC | 24 | $15K–$50K | SH |
| BHP | BHP GROUP LTD | 365 | $15K–$50K | SH |
| QTWO | Q2 HLDGS INC | 300 | $15K–$50K | SH |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | 261 | $15K–$50K | SH |
| HRL | HORMEL FOODS CORP | 900 | $15K–$50K | SH |
| KMB | KIMBERLY-CLARK CORP | 210 | $15K–$50K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 238 | $15K–$50K | SH |
| PBR | PETROLEO BRASILEIRO SA PETRO | 2K | $15K–$50K | SH |
| GM | GENERAL MTRS CO | 255 | $15K–$50K | SH |
| AN | AUTONATION INC | 100 | $15K–$50K | SH |
| EXAS | EXACT SCIENCES CORP | 202 | $15K–$50K | SH |
| NXST | NEXSTAR MEDIA GROUP INC | 100 | $15K–$50K | SH |
| SOFI | SOFI TECHNOLOGIES INC | 775 | $15K–$50K | SH |
| DOCN | DIGITALOCEAN HLDGS INC | 420 | $15K–$50K | SH |
| SUSA | ISHARES TR | 145 | $15K–$50K | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 317 | $15K–$50K | SH |
| GMED | GLOBUS MED INC | 223 | $15K–$50K | SH |
| LUMN | LUMEN TECHNOLOGIES INC | 2K | $15K–$50K | SH |
| IWV | ISHARES TR | 50 | $15K–$50K | SH |
| FFTY | INNOVATOR ETFS TRUST | 554 | $15K–$50K | SH |
| FEX | FIRST TR EXCHANGE-TRADED ALP | 160 | $15K–$50K | SH |
| AGG | ISHARES TR | 190 | $15K–$50K | SH |
| SCHB | SCHWAB STRATEGIC TR | 723 | $15K–$50K | SH |
| ANET | ARISTA NETWORKS INC | 144 | $15K–$50K | SH |
| DEO | DIAGEO PLC | 215 | $15K–$50K | SH |
| GLDM | WORLD GOLD TR | 217 | $15K–$50K | SH |
| IGV | ISHARES TR | 170 | $15K–$50K | SH |
| PBW | INVESCO EXCHANGE TRADED FD T | 583 | $15K–$50K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 209 | $15K–$50K | SH |
| CTVA | CORTEVA INC | 264 | $15K–$50K | SH |