Financial Perspectives, Inc Purchases in Q4 2024

Financial Perspectives, Inc

  • $298 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3
+ 0.14%
$129.96 - $144.97 $390 - $435
2.08K $290M
CVS
Cvs Health Corp

Healthcare
466
+ 137.46%
$43.78 - $67.46 $20.4K - $31.4K
805 $36.1M
Wayfair Inc
15K
New
N/A
15K $14.4M
LADR
Ladder Capital Corp

Real Estate
1.25K
New
$10.95 - $11.99 $13.6K - $14.9K
1.25K $13.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
214
+ 4.03%
$61.68 - $67.87 $13.2K - $14.5K
5.53K $344M
DTM
Dt Midstream, Inc.

Energy
3
+ 0.48%
$78.85 - $108.56 $237 - $326
629 $62.5M
NOC
Northrop Grumman Corp

Industrials
28
New
$466.52 - $543.88 $13.1K - $15.2K
28 $13.1M
DEA
Easterly Government Properties, Inc.

Real Estate
1.14K
New
$10.93 - $14.48 $12.5K - $16.5K
1.14K $13M
CGDV
Capital Group Divid Value ETF

ETFs
656
+ 7.55%
$35.16 - $37.12 $23.1K - $24.4K
9.35K $330M
BRSP
Bright Spire Capital, Inc.

Real Estate
2.24K
New
$5.25 - $6.43 $11.7K - $14.4K
2.24K $12.6M
GE
General Electric CO

Industrials
241
+ 18.38%
$159.95 - $194.23 $38.5K - $46.8K
1.55K $259M
EXAS
Exact Sciences Corp

Healthcare
202
New
$49.33 - $71.97 $9.96K - $14.5K
202 $11.4M
Brookfield Asset Managmt LTD
1
+ 0.06%
N/A
1.62K $87.8M
ALEX
Alexander & Baldwin, Inc.

Real Estate
605
New
$17.4 - $19.87 $10.5K - $12K
605 $10.7M
MO
Altria Group, Inc.

Consumer Defensive
2
+ 0.02%
$49.06 - $57.74 $98.1 - $115
8.23K $431M
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
2.27K
New
$4.35 - $5.09 $9.88K - $11.6K
2.27K $10.3M
Lendingtree Inc
10K
New
N/A
10K $9.54M
APD
Air Products & Chemicals, Inc.

Basic Materials
35
+ 33.33%
$285.5 - $335.62 $9.99K - $11.7K
140 $40.6M
KO
Coca Cola CO

Consumer Defensive
371
+ 25.73%
$61.74 - $71.71 $22.9K - $26.6K
1.81K $113M
MDLZ
Mondelez International, Inc.

Consumer Defensive
269
+ 53.91%
$59.25 - $72.99 $15.9K - $19.6K
768 $45.9M
TXN
Texas Instruments Inc

Technology
52
+ 140.54%
N/A
89 $16.7M
BCE
Bce Inc

Communication Services
390
New
$22.53 - $34.84 $8.79K - $13.6K
390 $9.04M
NICE
Nice Ltd.

Technology
66
+ 11.6%
$164.71 - $199.17 $10.9K - $13.1K
635 $108M
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
1.13K
New
$7.95 - $8.86 $8.95K - $9.98K
1.13K $9.01M
IWN
Ishares Russell2000 Val ETF

ETFs
60
+ 18.13%
$162.69 - $181.35 $9.76K - $10.9K
391 $64.1M
SPG
Simon Property Group Inc

Real Estate
52
New
$167.23 - $183.84 $8.7K - $9.56K
52 $8.89M
VB
Vanguard Small Cap ETF

ETFs
34
+ 21.12%
$233.76 - $261.58 $7.95K - $8.89K
195 $46.9M
Teladoc Health Inc
10K
New
N/A
10K $8.73M
PANW
Palo Alto Networks Inc

Technology
366
+ 100.0%
$181.96 - $405.9 $66.6K - $149K
732 $133M
VONG
Vanguard Russell 1000 Growth E

ETFs
30
+ 4.57%
$95.27 - $107.82 $2.86K - $3.23K
687 $71M
Vitesse Energy Inc
300
New
N/A
300 $7.5M
DGRO
Ishares Core Dividend Growth E

ETFs
1.23K
+ 2.43%
$60.73 - $64.94 $74.5K - $79.6K
51.6K $3.17B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
102
+ 11.97%
$88.59 - $94.57 $9.04K - $9.65K
954 $84.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
239
+ 6.87%
$57.53 - $60.83 $13.7K - $14.5K
3.72K $214M
MAR
Marriott International Inc

Consumer Cyclical
24
New
$246.06 - $292.59 $5.91K - $7.02K
24 $6.7M
Sila Realty Trust Inc
275
New
N/A
275 $6.69M
UHAL
Amerco

Industrials
95
New
$67.46 - $78.4 $6.41K - $7.45K
95 $6.56M
EFC
Ellington Financial Inc.

Real Estate
535
New
$11.92 - $12.81 $6.38K - $6.85K
535 $6.48M
VICE
Advisorshares Vice ETF (De)

ETFs
233
+ 10.89%
$31.34 - $34.15 $7.3K - $7.96K
2.37K $74.7M
MS
Morgan Stanley

Financial Services
51
New
$104.42 - $134.99 $5.33K - $6.88K
51 $6.41M
CME
Cme Group Inc.

Financial Services
23
+ 34.33%
$221.17 - $246.02 $5.09K - $5.66K
90 $20.9M
TFC
Truist Financial Corp

Financial Services
131
+ 25.94%
$41.51 - $48.1 $5.44K - $6.3K
636 $27.6M
VXF
Vanguard Extended Market ETF

ETFs
29
+ 67.44%
$179.17 - $207.15 $5.2K - $6.01K
72 $13.7M
CGMS
Capital Grp Core Plus Income E
226
+ 24.57%
N/A
1.15K $31.3M
VO
Vanguard Mid Cap ETF

ETFs
20
+ 5.81%
$261.5 - $284.63 $5.23K - $5.69K
364 $96.2M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
14
New
$260.53 - $404.79 $3.65K - $5.67K
14 $5.35M
TOST
Toast, Inc.

Technology
125
+ 166.67%
$27.43 - $43.54 $3.43K - $5.44K
200 $7.29M
SPYG
Spdr Portfolio

ETFs
54
New
$81.74 - $91.38 $4.41K - $4.93K
54 $4.75M
IXN
Ishares Global Information Tec

ETFs
5
+ 0.27%
$80.67 - $87.84 $403 - $439
1.86K $158M
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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