Financial Perspectives, Inc Purchases in Q4 2024

Financial Perspectives, Inc

  • $298 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HPQ
Hp Inc

Technology
1
+ 0.24%
$32.46 - $39.3 $32.5 - $39.3
411 $13.4M
EXC
Exelon Corp

Utilities
5
+ 0.95%
$36.22 - $40.97 $181 - $205
534 $20.1M
PEAK
Healthpeak Properties, Inc.

Real Estate
10
+ 1.5%
N/A
678 $13.7M
AEP
American Electric Power CO Inc

Utilities
22
+ 6.3%
$90.91 - $102.21 $2K - $2.25K
371 $34.2M
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.78%
$136.28 - $154.74 $136 - $155
130 $17.8M
MCD
Mcdonalds Corp

Consumer Cyclical
40
+ 4.23%
$288.47 - $316.54 $11.5K - $12.7K
986 $286M
AFL
Aflac Inc

Financial Services
1
+ 0.35%
$100.37 - $115.27 $100 - $115
290 $30M
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.42%
$189.5 - $206.17 $379 - $412
479 $91.5M
EEM
Ishares Msci Emerging Markets

ETFs
8
+ 1.16%
$41.82 - $47.36 $335 - $379
700 $29.3M
XOM
Exxon Mobil Corp

Energy
448
+ 8.52%
$105.51 - $125.37 $47.3K - $56.2K
5.71K $614M
Gsk PLC
2
+ 0.39%
N/A
514 $17.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
11
+ 0.25%
$51.54 - $52.55 $567 - $578
4.38K $226M
IEFA
Ishares Tr

ETFs
561
+ 10.06%
$70.06 - $77.43 $39.3K - $43.4K
6.14K $431M
VDE
Vanguard Energy ETF

ETFs
32
+ 0.46%
$116.67 - $136.78 $3.73K - $4.38K
6.96K $844M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
10
+ 0.58%
$91.94 - $100.02 $919 - $1K
1.74K $161M
KURE
Kraneshares Tr Msci All China

ETFs
4
+ 0.24%
$14.19 - $20.27 $56.8 - $81.1
1.66K $23.5M
VZ
Verizon Communications Inc

Communication Services
337
+ 9.3%
$39.6 - $45.21 $13.3K - $15.2K
3.96K $158M
KWEB
Kraneshares Tr Csi China Inter

ETFs
1
+ 0.11%
$29.11 - $38.87 $29.1 - $38.9
929 $27.2M
XLE
Energy Sector Spdr

ETFs
24
+ 0.76%
$83.32 - $97.27 $2K - $2.33K
3.17K $271M
Capital Grp Fixed Incm ETF T
27
+ 0.53%
N/A
5.08K $131M
Linde PLC
12
+ 6.22%
N/A
205 $85.8M
CARR
Carrier Global Corp

Industrials
873
+ 16.2%
$66.69 - $82.65 $58.2K - $72.2K
6.26K $427M
FREL
Fidelity Covington Tr Msci Rea

ETFs
25
+ 0.84%
$26.61 - $29.85 $665 - $746
3.02K $81.5M
VEA
Vanguard Ftse Developed Market

ETFs
1.47K
+ 9.47%
$47.57 - $52.44 $70.1K - $77.2K
17K $814M
ECL
Ecolab Inc.

Basic Materials
37
+ 4.84%
$234.32 - $261.43 $8.67K - $9.67K
802 $188M
UNP
Union Pacific Corp

Industrials
1
+ 0.23%
$223.15 - $249.32 $223 - $249
429 $97.9M
PWV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$56.33 - $61.73 $56.3 - $61.7
5.38K $306M
SDG
Ishares Trust Ishares Msci Glo

ETFs
5
+ 0.8%
$71.56 - $85.77 $358 - $429
633 $45.3M
NKE
Nike, Inc.

Consumer Cyclical
1
+ 0.16%
$73.36 - $89.13 $73.4 - $89.1
633 $47.9M
PEP
Pepsico Inc

Consumer Defensive
101
+ 7.78%
$151.29 - $176.1 $15.3K - $17.8K
1.4K $213M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
28
+ 1.49%
$58.88 - $64.8 $1.65K - $1.81K
1.91K $112M
DTE
Dte Energy CO

Utilities
6
+ 0.45%
$117.04 - $129.77 $702 - $779
1.35K $163M
FIW
First Trust Water ETF

ETFs
2
+ 0.15%
$102.02 - $110.91 $204 - $222
1.38K $140M
TDIV
First Trust Nasdaq Technology

ETFs
7
+ 0.12%
$78.03 - $82.13 $546 - $575
5.76K $452M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4
+ 0.29%
$64.85 - $73.04 $259 - $292
1.39K $90.6M
FENY
Fidelity Covington Tr Msci Ene

ETFs
23
+ 0.04%
$23.14 - $26.91 $532 - $619
54.8K $1.31B
MRK
Merck & Co., Inc.

Healthcare
43
+ 3.38%
$96.31 - $114.76 $4.14K - $4.93K
1.32K $131M
PSA
Public Storage

Real Estate
1
+ 0.46%
$289.33 - $360.21 $289 - $360
218 $65.4M
AZN
Astrazeneca PLC

Healthcare
78
+ 4.37%
$63.2 - $79.58 $4.93K - $6.21K
1.86K $122M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
49
+ 4.53%
$82.28 - $117.52 $4.03K - $5.76K
1.13K $95.9M
IGRO
Ishares Tr International Divid

ETFs
152
+ 3.02%
$67.76 - $74.48 $10.3K - $11.3K
5.19K $352M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2
+ 0.07%
$75.1 - $82.99 $150 - $166
3.04K $230M
QCOM
Qualcomm Inc

Technology
40
+ 2.02%
$150.4 - $178.04 $6.02K - $7.12K
2.02K $310M
EFV
Msci Eafe Value ETF

ETFs
270
+ 3.37%
$51.78 - $57.15 $14K - $15.4K
8.29K $435M
IEMG
Ishares Inc

ETFs
306
+ 3.6%
N/A
8.81K $460M
VDC
Vanguard Consumer Staples ETF

ETFs
215
+ 2.07%
$210.96 - $223.62 $45.4K - $48.1K
10.6K $2.24B
VTV
Vanguard Value ETF

ETFs
14
+ 0.21%
$168.32 - $181.87 $2.36K - $2.55K
6.65K $1.13B
CMCSA
Comcast Corp

Communication Services
712
+ 4.87%
$37.39 - $45.14 $26.6K - $32.1K
15.3K $575M
CNQ
Canadian Natural Resources LTD

Energy
28
+ 0.17%
$29.51 - $37.6 $826 - $1.05K
16.2K $500M
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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