Financial Perspectives, Inc Purchases in Q3 2025

Financial Perspectives, Inc

  • $361 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Fidelity Covington Trust
1
+ 0.24%
N/A
413 $14.9M
CVY
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.95%
$25.77 - $27.35 $103 - $109
426 $11.4M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1
+ 0.5%
$25.29 - $28.33 $25.3 - $28.3
202 $5.63M
HPE
Hewlett Packard Enterprise CO

Technology
1
+ 0.9%
$19.81 - $25.24 $19.8 - $25.2
112 $2.75M
Wolfspeed Inc
15
New
N/A
15 $429K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6
+ 0.74%
$50.81 - $51.07 $305 - $306
822 $42M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
4
+ 1.13%
$47.21 - $48.3 $189 - $193
359 $17.3M
COIN
Coinbase Global, Inc.

Technology
20
+ 4.06%
$297.99 - $419.78 $5.96K - $8.4K
513 $173M
PLD
Prologis, Inc.

Real Estate
1
+ 3.85%
$104.08 - $115.35 $104 - $115
27 $3.06M
VOD
Vodafone Group Public LTD CO

Communication Services
4
+ 2.13%
$10.67 - $12.06 $42.7 - $48.2
192 $2.22M
XLRE
Select Sector Spdr Tr Real Est

ETFs
1
+ 0.49%
$40.94 - $42.85 $40.9 - $42.9
207 $8.73M
NGG
National Grid PLC

Utilities
1
+ 3.03%
$67.98 - $74.38 $68 - $74.4
34 $2.47M
Biovie Inc
6
New
N/A
6 $11K
TSN
Tyson Foods, Inc.

Consumer Defensive
3
+ 0.99%
$52.3 - $57.69 $157 - $173
306 $16.6M
PSA
Public Storage

Real Estate
1
+ 0.45%
$271.94 - $298.09 $272 - $298
222 $64.1M
NKE
Nike, Inc.

Consumer Cyclical
2
+ 0.31%
$69.24 - $79.24 $138 - $158
638 $44.5M
SBUX
Starbucks Corp

Consumer Cyclical
1
+ 0.63%
$81.9 - $96.86 $81.9 - $96.9
160 $13.5M
UL
Unilever PLC

Consumer Defensive
1
+ 0.16%
$58.43 - $65.01 $58.4 - $65
636 $37.7M
FIS
Fidelity National Information Services, Inc.

Technology
1
+ 0.67%
$63.37 - $82.35 $63.4 - $82.4
151 $9.93M
CCI
Crown Castle International Corp

Real Estate
4
+ 0.75%
$92.96 - $113.91 $372 - $456
536 $51.7M
ABT
Abbott Laboratories

Healthcare
100
+ 1.18%
$120.51 - $136.62 $12.1K - $13.7K
8.57K $1.15B
UPS
United Parcel Service Inc

Industrials
1
+ 0.39%
$82.58 - $105.54 $82.6 - $106
255 $21.3M
FSTA
Fidelity Covington Tr Msci Con

ETFs
3.02K
+ 2.52%
$49.57 - $52.57 $150K - $159K
123K $6.12B
GIS
General Mills Inc

Consumer Defensive
112
+ 0.61%
$48.44 - $53.83 $5.43K - $6.03K
18.4K $926M
COST
Costco Wholesale Corp

Consumer Defensive
37
+ 3.3%
$915.95 - $994.57 $33.9K - $36.8K
1.16K $1.07B
HDB
Hdfc Bank LTD

Financial Services
10.8K
+ 100.0%
$34.14 - $78.94 $368K - $850K
21.5K $736M
NVO
Novo Nordisk A S

Healthcare
123
+ 1.09%
$45.38 - $71.7 $5.58K - $8.82K
11.4K $631M
BSX
Boston Scientific Corp

Healthcare
2.02K
+ 1.5%
$97.03 - $108.14 $196K - $218K
136K $13.3B
Activity Summary
Buys All Purchases 179 New Holdings 15 Increased Positions 164 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email