Financial Perspectives, Inc Incresed Positions in Q4 2024

Financial Perspectives, Inc

  • $298 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VGT
Vanguard Information Technolog

ETFs
3.58K
+ 15.59%
$571.78 - $647.97 $2.04M - $2.32M
26.5K $16.5B
AAPL
Apple Inc.

Technology
536
+ 0.84%
$221.69 - $259.02 $119K - $139K
64.6K $16.2B
TSLA
Tesla, Inc.

Consumer Cyclical
77
+ 0.99%
$213.65 - $479.86 $16.5K - $36.9K
7.84K $3.17B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
53
+ 0.17%
$172.07 - $207.36 $9.12K - $11K
31.3K $6.19B
AMZN
Amazon Com Inc

Consumer Cyclical
241
+ 1.17%
$180.88 - $232.93 $43.6K - $56.1K
20.8K $4.57B
GOOG
Alphabet Inc.

Communication Services
199
+ 0.73%
$163.08 - $198.16 $32.5K - $39.4K
27.6K $5.25B
NVDA
Nvidia Corp

Technology
27
+ 0.06%
$117.0 - $148.88 $3.16K - $4.02K
44.7K $6B
IVW
Ishares S&P 500 Growth ETF

ETFs
185
+ 0.2%
$94.43 - $105.47 $17.5K - $19.5K
93.5K $9.49B
JPM
Jpmorgan Chase & CO

Financial Services
582
+ 6.38%
$205.18 - $250.29 $119K - $146K
9.71K $2.33B
IVV
Ishares Core S&P 500 ETF

ETFs
459
+ 7.55%
$570.51 - $610.59 $262K - $280K
6.54K $3.85B
GOOGL
Alphabet Inc.

Communication Services
988
+ 33.31%
$161.86 - $196.66 $160K - $194K
3.95K $749M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
223
+ 3.82%
$521.84 - $558.82 $116K - $125K
6.07K $3.27B
DIS
Walt Disney CO

Communication Services
646
+ 12.28%
$92.39 - $117.6 $59.7K - $76K
5.91K $658M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
19.5K
+ 291.25%
$26.93 - $84.95 $526K - $1.66M
26.2K $717M
NOW
Service Now, Inc.

Technology
61
+ 12.6%
$867.18 - $1148.42 $52.9K - $70.1K
545 $578M
VCR
Vanguard Consumer Discretionar

ETFs
216
+ 13.38%
$328.51 - $401.37 $71K - $86.7K
1.83K $687M
SPY
Spdr S&P 500 ETF Trust

ETFs
96
+ 1.52%
$567.81 - $607.81 $54.5K - $58.3K
6.42K $3.76B
META
Meta Platforms, Inc.

Communication Services
140
+ 3.54%
$554.08 - $632.68 $77.6K - $88.6K
4.09K $2.39B
VBK
Vanguard Small Cap Growth ETF

ETFs
420
+ 96.77%
$264.18 - $304.19 $111K - $128K
854 $239M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
310
+ 12.19%
$442.29 - $483.08 $137K - $150K
2.85K $1.29B
CGGR
Capital Group Growth ETF Shs C

ETFs
86
+ 0.18%
$34.49 - $39.24 $2.97K - $3.37K
47.9K $1.78B
AMP
Ameriprise Financial Inc

Financial Services
200
+ 145.99%
$473.15 - $574.01 $94.6K - $115K
337 $180M
IWF
Ishares Russell 1000 Gr ETF

ETFs
77
+ 2.43%
$370.24 - $418.94 $28.5K - $32.3K
3.25K $1.3B
IYW
Ishares Dj Us Tech ETF

ETFs
124
+ 1.04%
$148.14 - $166.23 $18.4K - $20.6K
12K $1.91B
TMO
Thermo Fisher Scientific Inc.

Healthcare
250
+ 119.62%
$501.29 - $612.85 $125K - $153K
459 $239M
CI
Cigna Corp

Healthcare
372
+ 6200.0%
$265.59 - $358.58 $98.8K - $133K
378 $104M
PLTR
Palantir Technologies Inc.

Technology
200
+ 9.2%
$36.46 - $82.38 $7.29K - $16.5K
2.38K $180M
QQQ
Invesco Qqq Trust, Series 1

ETFs
50
+ 1.67%
$481.22 - $538.17 $24.1K - $26.9K
3.05K $1.56B
V
Visa Inc.

Financial Services
138
+ 11.36%
$273.87 - $320.91 $37.8K - $44.3K
1.35K $428M
IETC
Ishares U S ETF Tr

ETFs
236
+ 2.24%
$77.24 - $89.31 $18.2K - $21.1K
10.8K $919M
ORCL
Oracle Corp

Technology
615
+ 15.69%
$165.41 - $192.43 $102K - $118K
4.53K $756M
KMI
Kinder Morgan, Inc.

Energy
3.09K
+ 2883.18%
$22.59 - $28.54 $69.7K - $88K
3.19K $87.5M
Fidelity Wise Origin Bitcoin
165
+ 6.63%
N/A
2.65K $216M
ACN
Accenture PLC

Technology
210
+ 1750.0%
$343.9 - $376.86 $72.2K - $79.1K
222 $78.1M
DE
Deere & CO

Industrials
166
+ 68.88%
$389.45 - $466.0 $64.6K - $77.4K
407 $172M
CGGO
Capital Group Global Growth Eq

ETFs
3.71K
+ 9.4%
$29.21 - $30.67 $108K - $114K
43.2K $1.26B
RSG
Republic Services, Inc.

Industrials
345
+ 2029.41%
$198.0 - $218.75 $68.3K - $75.5K
362 $72.8M
IWM
Ishares Russell 2000 ETF

ETFs
312
+ 12.33%
$216.13 - $242.4 $67.4K - $75.6K
2.84K $628M
HDB
Hdfc Bank LTD

Financial Services
834
+ 8.51%
$59.45 - $68.01 $49.6K - $56.7K
10.6K $679M
BAC
Bank Of America Corp

Financial Services
706
+ 8.94%
$39.22 - $47.77 $27.7K - $33.7K
8.61K $378M
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
COST
Costco Wholesale Corp

Consumer Defensive
40
+ 5.16%
$873.59 - $994.69 $34.9K - $39.8K
815 $747M
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
EOG
Eog Resources Inc

Energy
435
+ 2175.0%
$118.22 - $136.54 $51.4K - $59.4K
455 $55.8M
NFLX
Netflix Inc

Communication Services
55
+ 458.33%
$687.65 - $936.56 $37.8K - $51.5K
67 $59.7M
WMT
Walmart Inc.

Consumer Defensive
63
+ 1.41%
$79.1 - $95.7 $4.98K - $6.03K
4.53K $410M
CRM
Salesforce, Inc.

Technology
104
+ 46.64%
$270.87 - $367.87 $28.2K - $38.3K
327 $109M
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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