Financial Perspectives, Inc Reduced Holdings in Q3 2025

Financial Perspectives, Inc

  • $361 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
OGIG
Alps ETF Tr Oshares Global Int

ETFs
-2.03K
- 79.54%
$52.35 - $58.64 $106K - $119K
521 $29.9M
CMCSA
Comcast Corp

Communication Services
-573
- 3.51%
$31.41 - $36.33 $18K - $20.8K
15.8K $495M
HON
Honeywell International Inc

Industrials
-92
- 3.09%
$207.7 - $240.4 $19.1K - $22.1K
2.88K $607M
AMZN
Amazon Com Inc

Consumer Cyclical
-375
- 1.66%
$211.65 - $238.24 $79.4K - $89.3K
22.2K $4.87B
T
At&T Inc.

Communication Services
-1.68K
- 8.49%
$26.94 - $29.62 $45.4K - $49.9K
18.2K $513M
DIS
Walt Disney CO

Communication Services
-5
- 0.09%
$112.25 - $124.0 $561 - $620
5.58K $639M
Solventum Corp
-592
- 18.97%
N/A
2.53K $185M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-879
- 20.32%
$52.39 - $53.11 $46.1K - $46.7K
3.45K $183M
TGT
Target Corp

Consumer Defensive
-9
- 0.25%
$86.56 - $107.43 $779 - $967
3.52K $316M
ROST
Ross Stores, Inc.

Consumer Cyclical
-239
- 89.85%
$127.59 - $152.81 $30.5K - $36.5K
27 $4.19M
V
Visa Inc.

Financial Services
-13
- 0.96%
$332.09 - $358.86 $4.32K - $4.67K
1.34K $458M
CSCO
Cisco Systems, Inc.

Technology
-215
- 5.19%
$66.2 - $71.79 $14.2K - $15.4K
3.93K $269M
NFLX
Netflix Inc

Communication Services
-7
- 12.96%
$1147.87 - $1297.18 $8.04K - $9.08K
47 $56.3M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-216
- 4.44%
$81.76 - $86.36 $17.7K - $18.7K
4.65K $395M
Brookfield Infrastructure CO
-203
- 1.58%
N/A
12.7K $520M
CVX
Chevron Corp

Energy
-250
- 12.41%
$145.57 - $161.83 $36.4K - $40.5K
1.77K $274M
VUG
Vanguard Growth ETF

ETFs
-175
- 10.02%
$433.97 - $484.08 $75.9K - $84.7K
1.57K $753M
PHM
Pultegroup Inc

Consumer Cyclical
-160
- 39.02%
$108.0 - $141.42 $17.3K - $22.6K
250 $33M
XOM
Exxon Mobil Corp

Energy
-249
- 5.99%
$105.83 - $117.22 $26.4K - $29.2K
3.91K $440M
AEP
American Electric Power CO Inc

Utilities
-35
- 20.35%
$103.26 - $115.0 $3.61K - $4.03K
137 $15.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
-21
- 8.68%
$192.76 - $203.86 $4.05K - $4.28K
221 $45M
Brookfield Asset Managmt LTD
-77
- 4.75%
N/A
1.54K $87.9M
RBLX
Roblox Corp

Communication Services
-24
- 47.06%
$100.65 - $141.56 $2.42K - $3.4K
27 $3.74M
WFC
Wells Fargo & Company

Financial Services
-62
- 5.24%
$77.05 - $85.16 $4.78K - $5.28K
1.12K $94M
VTRS
Viatris Inc

Healthcare
-188
- 12.1%
$8.74 - $10.69 $1.64K - $2.01K
1.37K $13.5M
Biovie Inc
-53
- 89.83%
N/A
6 $11K
LCID
Lucid Group, Inc.

Consumer Cyclical
-92
- 91.09%
$1.98 - $24.11 $182 - $2.22K
9 $214K
Brookfield Wealth Sol LTD
-2
- 9.09%
N/A
20 $1.37M
NOC
Northrop Grumman Corp

Industrials
-5
- 17.86%
$498.9 - $609.32 $2.49K - $3.05K
23 $14M
IWR
Ishares Russell Mid Cap ETF

ETFs
-42
- 3.87%
$92.26 - $97.51 $3.87K - $4.1K
1.04K $101M
WELL
Welltower Inc.

Real Estate
-32
- 11.27%
$150.71 - $178.14 $4.82K - $5.7K
252 $44.9M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-263
- 9.9%
$22.91 - $27.85 $6.03K - $7.32K
2.39K $66.5M
MCK
Mckesson Corp

Healthcare
-5
- 3.5%
$659.01 - $772.54 $3.3K - $3.86K
138 $107M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-1
- 0.1%
$49.31 - $57.77 $49.3 - $57.8
989 $56.1M
MA
Mastercard Inc

Financial Services
-1
- 0.09%
$550.18 - $598.96 $550 - $599
1.15K $652M
PH
Parker Hannifin Corp

Industrials
-1
- 0.77%
$697.13 - $769.67 $697 - $770
129 $98.2M
MMM
3 M CO

Industrials
-204
- 1.45%
$144.41 - $160.2 $29.5K - $32.7K
13.8K $2.14B
ICLN
Ishares

ETFs
-21
- 0.43%
$13.22 - $15.48 $278 - $325
4.88K $75.5M
F
Ford Motor CO

Consumer Cyclical
-7
- 0.07%
$10.82 - $12.09 $75.7 - $84.6
10.3K $123M
Ge Vernova Inc
-13
- 3.57%
N/A
351 $216M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-49
- 1.62%
$10.78 - $19.82 $528 - $971
2.98K $58.2M
BAC
Bank Of America Corp

Financial Services
-37
- 0.5%
$44.92 - $52.42 $1.66K - $1.94K
7.31K $377M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-88
- 1.82%
$108.46 - $120.63 $9.54K - $10.6K
4.74K $564M
AMD
Advanced Micro Devices Inc

Technology
-63
- 2.51%
$134.8 - $184.42 $8.49K - $11.6K
2.44K $395M
IEMG
Ishares Inc

ETFs
-60
- 0.77%
N/A
7.74K $510M
Brookfield Corp
-151
- 1.59%
N/A
9.34K $641M
VTI
Vanguard Total Stock Market Et

ETFs
-8
- 0.34%
$303.93 - $329.86 $2.43K - $2.64K
2.36K $773M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-499
- 0.87%
$23.27 - $25.46 $11.6K - $12.7K
56.6K $1.4B
GE
General Electric CO

Industrials
-49
- 2.78%
$244.75 - $305.63 $12K - $15K
1.72K $516M
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
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