Financial Perspectives, Inc Portfolio Holdings by Sector
Financial Perspectives, Inc
- $361 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VGT VYM IVW VYMI VIG VIGI HDV FTEC 192 stocks |
$172 Million
48.65% of portfolio
|
82
|
16
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT BSX ABT SRDX PODD DXCM GMED ZBH 14 stocks |
$35.5 Million
10.03% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO TSM NVDA MU AMD QCOM INTC NXPI 13 stocks |
$30.5 Million
8.61% of portfolio
|
2
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR STNE PAGS MDB NET SQ 17 stocks |
$20.3 Million
5.74% of portfolio
|
2
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$16.3 Million
4.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL TWLO PINS 5 stocks |
$11.2 Million
3.16% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI SE BABA JD CPNG PDD W 10 stocks |
$10.7 Million
3.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ AMGN GILD LLY PFE NVS AZN 12 stocks |
$7.99 Million
2.26% of portfolio
|
6
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP NOW MSTR SNOW UBER COIN NICE DOCU 21 stocks |
$4.89 Million
1.38% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM NU BAC UBS EWBC WFC C TD 10 stocks |
$4.82 Million
1.36% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM F XPEV TM STLA RIVN HMC 11 stocks |
$4.1 Million
1.16% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON BBU CRESY 4 stocks |
$2.75 Million
0.78% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB HDB ASB HBAN TFC PNC FITB FIBK 8 stocks |
$2.27 Million
0.64% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT KLAC 3 stocks |
$2.08 Million
0.59% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT DG 4 stocks |
$1.82 Million
0.52% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI CVS ELV MOH 5 stocks |
$1.78 Million
0.5% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B ORI ACGL AIG 4 stocks |
$1.54 Million
0.44% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO BGNE CRSP REGN ARGX INCY RPRX GMAB 12 stocks |
$1.43 Million
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V AXP PYPL SOFI 5 stocks |
$1.28 Million
0.36% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T CMCSA VZ TMUS LUMN FYBR BCE VOD 8 stocks |
$1.24 Million
0.35% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS MKC HRL K POST BRBR KHC SJM 8 stocks |
$995,216
0.28% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE BIP OTTR ALE AVA BKH 6 stocks |
$953,882
0.27% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE OSK 3 stocks |
$925,546
0.26% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CNQ EOG COP WDS 4 stocks |
$891,420
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYC RWR 3 stocks |
$862,069
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE PH ITW EMR ETN ROK OTIS IR 9 stocks |
$856,922
0.24% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX CVE BP PBR SU TTE 7 stocks |
$818,521
0.23% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$812,553
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS WBD NFLX NXST FOXA NWSA 6 stocks |
$774,506
0.22% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DTE NEE WEC XEL EXC PEG CNP AEP 16 stocks |
$701,648
0.2% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR TT BLDR MAS APOG 5 stocks |
$669,043
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM BTI 3 stocks |
$582,465
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMP KKR BX ASG OWL HYI PFG BXSL 13 stocks |
$567,210
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG ALC WST BDX ICUI 5 stocks |
$517,634
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO UI MSI ERIC LITE HPE NOK GILT 8 stocks |
$513,914
0.15% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG 2 stocks |
$492,049
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
VALE RIO BHP 3 stocks |
$476,596
0.13% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO COKE CCEP 4 stocks |
$390,244
0.11% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
IRM DLR CCI WY AMT EPR 6 stocks |
$354,308
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD DRI SBUX DPZ CMG ARCO 6 stocks |
$349,334
0.1% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL ABNB TCOM MMYT CCL NCLH 6 stocks |
$340,227
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
ECL APD DD RPM SHW IFF PPG 7 stocks |
$332,878
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA RTX GD HWM WWD AXON NOC LMT 10 stocks |
$311,296
0.09% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
TEVA TAK ZTS VTRS HLN SUPN CRON 7 stocks |
$290,409
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
NTES BILI RBLX 3 stocks |
$284,343
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI CME 2 stocks |
$277,330
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO ILMN EXAS 3 stocks |
$271,152
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI ENB DTM WMB 4 stocks |
$263,964
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG BEP NEP 3 stocks |
$251,689
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV THG CB ALL 4 stocks |
$204,436
0.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV ACN IBM CTSH FIS KD UIS DXC 8 stocks |
$199,446
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL KMB EL 4 stocks |
$187,418
0.05% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM TSN 2 stocks |
$172,400
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP CSX WAB 3 stocks |
$165,537
0.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$161,715
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL AAL ALK SNCY 4 stocks |
$152,022
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
LRN CHGG 2 stocks |
$148,152
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MFC PRU AFL MET 4 stocks |
$136,160
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O SPG FCPT 3 stocks |
$132,889
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$106,611
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
LOGI STX WDC HPQ DELL IONQ 6 stocks |
$89,839
0.03% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS PIPR MS 3 stocks |
$84,060
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
N/A | N/A
NRGX 1 stocks |
$80,773
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV TDOC 2 stocks |
$79,696
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Wineries & Distilleries | Consumer Defensive
STZ DEO 2 stocks |
$74,335
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$69,788
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA PLD 2 stocks |
$67,160
0.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
HTHT MAR 2 stocks |
$65,462
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
MDLZ HSY 2 stocks |
$63,698
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
CYRX UPS FDX 3 stocks |
$60,587
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL PEAK 2 stocks |
$58,064
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE CROX 2 stocks |
$48,070
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
PHM LEN 2 stocks |
$44,377
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
BC PII 2 stocks |
$41,339
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
AGNC LADR EFC 3 stocks |
$40,303
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS MAT PTON 3 stocks |
$39,716
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX ROST LULU 3 stocks |
$39,055
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$34,511
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$34,290
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$33,705
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
FLEX 1 stocks |
$28,405
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
BRSP ALEX 2 stocks |
$23,141
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
KTB VFC UA HBI 4 stocks |
$22,372
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
AN 1 stocks |
$21,877
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$17,854
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
PATK WHR 2 stocks |
$16,063
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW CE ASIX 3 stocks |
$15,233
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
SCCO 1 stocks |
$12,500
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX 1 stocks |
$11,970
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$11,705
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
FMX 1 stocks |
$9,863
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
GTN-A TGNA GTN 3 stocks |
$9,494
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
UHAL AL 2 stocks |
$9,241
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
PAM VST 2 stocks |
$8,218
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
VNT ST 2 stocks |
$5,979
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$4,640
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
CX 1 stocks |
$4,495
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
NVT PLUG 2 stocks |
$3,901
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
MSB 1 stocks |
$2,927
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
SWX 1 stocks |
$2,899
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$2,455
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
CPHC DKNG 2 stocks |
$2,125
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
QS 1 stocks |
$1,183
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Paper & Paper Products | Basic Materials
SLVM 1 stocks |
$973
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
ONL 1 stocks |
$543
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
PENN 1 stocks |
$77
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|