Financial Perspectives, Inc Purchases in Q4 2024

Financial Perspectives, Inc

  • $298 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HON
Honeywell International Inc

Industrials
37
+ 1.26%
$202.84 - $236.0 $7.51K - $8.73K
2.97K $672M
USB
Us Bancorp \De\

Financial Services
447
+ 2.26%
$43.98 - $53.66 $19.7K - $24K
20.2K $968M
CTAS
Cintas Corp

Industrials
340
New
$182.7 - $226.47 $62.1K - $77K
340 $62.1M
COST
Costco Wholesale Corp

Consumer Defensive
40
+ 5.16%
$873.59 - $994.69 $34.9K - $39.8K
815 $747M
MOH
Molina Healthcare, Inc.

Healthcare
203
New
$274.73 - $341.91 $55.8K - $69.4K
203 $59.1M
VUG
Vanguard Growth ETF

ETFs
59
+ 4.49%
$378.79 - $428.11 $22.3K - $25.3K
1.37K $563M
WM
Waste Management Inc

Industrials
300
+ 43.67%
$201.79 - $228.46 $60.5K - $68.5K
987 $199M
RPRX
Royalty Pharma PLC

Healthcare
2.16K
New
$24.28 - $28.39 $52.3K - $61.2K
2.16K $55M
UHALB
Amerco Com Ser N
855
New
N/A
855 $54.8M
EOG
Eog Resources Inc

Energy
435
+ 2175.0%
$118.22 - $136.54 $51.4K - $59.4K
455 $55.8M
SSNC
Ss&C Technologies Holdings Inc

Technology
670
New
$69.93 - $77.36 $46.9K - $51.8K
670 $50.8M
ELV
Elevance Health, Inc.

Healthcare
135
New
$365.96 - $514.62 $49.4K - $69.5K
135 $49.8M
WMT
Walmart Inc.

Consumer Defensive
63
+ 1.41%
$79.1 - $95.7 $4.98K - $6.03K
4.53K $410M
MSTR
Microstrategy Inc

Technology
167
New
$162.69 - $473.83 $27.2K - $79.1K
167 $48.4M
CRM
Salesforce, Inc.

Technology
104
+ 46.64%
$270.87 - $367.87 $28.2K - $38.3K
327 $109M
T
At&T Inc.

Communication Services
1.43K
+ 7.66%
$21.22 - $23.88 $30.4K - $34.2K
20.1K $458M
MA
Mastercard Inc

Financial Services
17
+ 1.48%
$491.3 - $536.15 $8.35K - $9.11K
1.17K $615M
WELL
Welltower Inc.

Real Estate
359
+ 166.2%
$123.11 - $139.3 $44.2K - $50K
575 $72.5M
Bunge Global Sa
585
+ 585.0%
N/A
685 $53.3M
Ge Vernova Inc
60
+ 18.63%
N/A
382 $126M
BC
Brunswick Corp

Consumer Cyclical
645
New
$64.5 - $85.95 $41.6K - $55.4K
645 $41.7M
UI
Ubiquiti Inc.

Technology
102
+ 152.24%
$223.6 - $362.72 $22.8K - $37K
169 $56.1M
WFC
Wells Fargo & Company

Financial Services
382
+ 37.78%
$54.98 - $77.35 $21K - $29.5K
1.39K $97.8M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
1.34K
New
$28.33 - $31.77 $38K - $42.6K
1.34K $38M
TGT
Target Corp

Consumer Defensive
706
+ 24.97%
$121.59 - $160.69 $85.8K - $113K
3.53K $478M
ARGX
Argenx Se

Healthcare
41
+ 39.42%
$520.52 - $638.33 $21.3K - $26.2K
145 $89.2M
Fidelity Covington Trust
756
+ 10.28%
N/A
8.11K $267M
ASB
Associated Banc Corp

Financial Services
106
+ 0.9%
$20.64 - $28.14 $2.19K - $2.98K
11.8K $283M
Capital Grp Fixed Incm ETF T
1.19K
New
N/A
1.19K $30.1M
SRE
Sempra Energy

Utilities
34
+ 0.56%
$80.81 - $94.77 $2.75K - $3.22K
6.16K $540M
DAL
Delta Air Lines, Inc.

Industrials
6
+ 0.23%
$47.46 - $65.77 $285 - $395
2.59K $157M
CGCP
Capital Group Core Plus Income

ETFs
1.35K
+ 24.3%
$22.13 - $23.17 $30K - $31.4K
6.93K $154M
Lam Research Corp
343
New
N/A
343 $24.8M
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
2.05K
New
$11.72 - $12.36 $24K - $25.3K
2.05K $24.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
262
+ 6.04%
$113.92 - $127.38 $29.8K - $33.4K
4.6K $530M
MCK
Mckesson Corp

Healthcare
21
+ 17.21%
$482.27 - $628.5 $10.1K - $13.2K
143 $81.5M
BXSL
Blackstone Secured Lending Fund

Financial Services
630
New
$29.25 - $33.27 $18.4K - $21K
630 $20.4M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
1.36K
New
$14.43 - $15.02 $19.6K - $20.4K
1.36K $19.7M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
408
New
$46.48 - $51.32 $19K - $20.9K
408 $19.6M
GD
General Dynamics Corp

Industrials
78
+ 195.0%
$260.28 - $314.03 $20.3K - $24.5K
118 $31.1M
Fidelity Covington Trust
527
+ 4.65%
N/A
11.9K $383M
AGNC
Agnc Investment Corp.

Real Estate
2.02K
New
$9.21 - $10.59 $18.6K - $21.4K
2.02K $18.6M
PG
Procter & Gamble CO

Consumer Defensive
133
+ 19.65%
$161.05 - $179.7 $21.4K - $23.9K
810 $136M
SHW
Sherwin Williams CO

Basic Materials
54
New
$338.75 - $399.71 $18.3K - $21.6K
54 $18.4M
CNP
Centerpoint Energy Inc

Utilities
556
New
$28.58 - $32.66 $15.9K - $18.2K
556 $17.6M
TMUS
T Mobile Us, Inc.

Communication Services
77
New
$206.1 - $246.94 $15.9K - $19K
77 $17M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
212
+ 4.46%
$75.22 - $82.17 $15.9K - $17.4K
4.97K $378M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.09%
$280.04 - $302.45 $560 - $605
2.33K $675M
Arista Networks Inc
144
New
N/A
144 $15.9M
Activity Summary
Buys All Purchases 273 New Holdings 61 Increased Positions 212 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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