Financial Perspectives, Inc Portfolio Holdings by Sector
Financial Perspectives, Inc
- $292 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|
ETFs | ETFs
VYM VGT IVW HDV VIGI VIG VYMI FSTA 194 stocks |
$141 Million
49.02% of portfolio
|
77
|
26
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT BSX ABT SRDX PODD DXCM GMED ZBH 13 stocks |
$35.4 Million
12.31% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO TSM NVDA QCOM MU AMD INTC NXPI 13 stocks |
$16.8 Million
5.85% of portfolio
|
4
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR PAGS STNE SQ PANW MDB 16 stocks |
$14.2 Million
4.93% of portfolio
|
- |
6
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$14.2 Million
4.92% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI SE BABA JD CPNG PDD W 10 stocks |
$8.8 Million
3.06% of portfolio
|
- |
6
|
- |
1
|
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ AMGN GILD PFE LLY NVS AZN 12 stocks |
$7.43 Million
2.58% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL TWLO PINS 5 stocks |
$7.38 Million
2.57% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM NU BAC UBS EWBC WFC C TD 10 stocks |
$3.44 Million
1.2% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP NOW MSTR SNOW NICE CRM COIN DOCU 20 stocks |
$3.22 Million
1.12% of portfolio
|
1
|
3
|
- |
2
|
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH HUM CI MOH ELV CVS 6 stocks |
$2.82 Million
0.98% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON CRESY BBU 4 stocks |
$2.69 Million
0.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM F XPEV TM STLA RIVN HMC 11 stocks |
$2.62 Million
0.91% of portfolio
|
2
|
3
|
- |
1
|
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB HDB ASB HBAN TFC PNC FITB FIBK 8 stocks |
$2.04 Million
0.71% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST TGT WMT DG 4 stocks |
$1.8 Million
0.63% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B ORI ACGL AIG 4 stocks |
$1.55 Million
0.54% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO BGNE REGN ARGX CRSP RPRX INCY GMAB 12 stocks |
$1.41 Million
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T CMCSA VZ TMUS FYBR LUMN BCE CHTR 9 stocks |
$1.37 Million
0.48% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT KLAC 3 stocks |
$1.29 Million
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V PYPL AXP SOFI 5 stocks |
$1.24 Million
0.43% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS MKC HRL POST BRBR K KHC SJM 8 stocks |
$1.17 Million
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX PBR BP CVE SU TTE 7 stocks |
$933,678
0.32% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE BIP OTTR ALE AVA BKH 6 stocks |
$791,561
0.28% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$736,568
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYC RWR 3 stocks |
$717,956
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX WBD NXST PARA FOXA NWSA 7 stocks |
$670,473
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DTE WEC NEE XEL EXC CNP AEP PEG 16 stocks |
$648,632
0.23% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE PH ITW ETN EMR ROK OTIS IR 10 stocks |
$589,254
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR TT BLDR MAS APOG 5 stocks |
$584,605
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG ALC WST BDX ICUI 5 stocks |
$574,950
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CNQ EOG COP WDS 4 stocks |
$574,838
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP KKR BX OWL ASG PFG HYI BXSL 16 stocks |
$570,169
0.2% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE OSK 3 stocks |
$547,564
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM BTI 3 stocks |
$528,352
0.18% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI UI ERIC LITE HPE NOK GILT 8 stocks |
$404,689
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO COKE CCEP 4 stocks |
$361,084
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
IRM DLR CCI WY AMT UNIT EPR 7 stocks |
$324,823
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD DRI SBUX DPZ CMG ARCO 6 stocks |
$323,595
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
VALE RIO BHP 3 stocks |
$319,477
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG 2 stocks |
$316,162
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL APD DD RPM SHW IFF PPG ALB 8 stocks |
$313,064
0.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI CME 2 stocks |
$287,970
0.1% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB RCL TCOM MMYT NCLH CCL 6 stocks |
$279,636
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO ILMN EXAS 3 stocks |
$268,434
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV ACN IBM CTSH FIS KD UIS DXC 8 stocks |
$262,974
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI ENB DTM WMB 4 stocks |
$242,035
0.08% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
TEVA ZTS TAK VTRS HLN SUPN CRON 7 stocks |
$238,937
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA RTX GD HWM NOC LMT AXON TDG 8 stocks |
$220,769
0.08% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
THG TRV CB ALL 4 stocks |
$201,166
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
NTES RBLX BILI 3 stocks |
$192,995
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL KMB EL 4 stocks |
$170,983
0.06% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CSX WAB 3 stocks |
$153,904
0.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM TSN 2 stocks |
$144,369
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$143,258
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MFC PRU AFL MET 4 stocks |
$138,206
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O SPG FCPT 3 stocks |
$126,350
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
LRN CHGG 2 stocks |
$125,786
0.04% of portfolio
|
- |
1
|
- |
1
|
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
CSR 1 stocks |
$121,406
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL AAL ALK SNCY 4 stocks |
$117,723
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$96,238
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
STZ DEO 2 stocks |
$95,853
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
N/A | N/A
NRGX 1 stocks |
$79,510
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$69,880
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL PEAK 2 stocks |
$68,911
0.02% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA PLD 2 stocks |
$68,639
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
ROST TJX LULU 3 stocks |
$65,278
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV TDOC 2 stocks |
$62,154
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HTHT MAR 2 stocks |
$61,749
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS FDX CYRX 3 stocks |
$59,506
0.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE SKX CROX 3 stocks |
$59,322
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS PIPR MS 3 stocks |
$59,047
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$56,465
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
LOGI HPQ STX WDC DELL 5 stocks |
$52,748
0.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
PHM LEN 2 stocks |
$52,478
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
AGNC LADR EFC 3 stocks |
$40,651
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG BEP NEP 3 stocks |
$36,535
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
BC PII 2 stocks |
$35,109
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$33,845
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS MAT PTON 3 stocks |
$32,764
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$30,571
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
BRSP ALEX 2 stocks |
$22,851
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW CE ASIX 3 stocks |
$21,923
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
VFC KTB UA HBI 4 stocks |
$21,021
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$16,614
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
FLEX 1 stocks |
$16,209
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
AN 1 stocks |
$16,192
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
WHR PATK 2 stocks |
$15,667
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
DEA EQC ONL 3 stocks |
$13,633
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$13,338
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
GTN-A TGNA GTN 3 stocks |
$11,956
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
FMX 1 stocks |
$9,758
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
PAM VST 2 stocks |
$9,623
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
SCCO 1 stocks |
$9,439
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
UHAL AL 2 stocks |
$9,108
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$8,610
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$7,779
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$5,252
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
VNT ST 2 stocks |
$4,685
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$2,950
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
MSB 1 stocks |
$2,720
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
SWX 1 stocks |
$2,657
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
CPHC DKNG 2 stocks |
$2,257
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
PCYO 1 stocks |
$2,094
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
NVT PLUG 2 stocks |
$2,090
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Paper & Paper Products | Basic Materials
SLVM 1 stocks |
$1,476
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
QS 1 stocks |
$399
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
PENN 1 stocks |
$65
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$29
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|