Financial Perspectives, Inc ETFs

Financial Perspectives, Inc

$361 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SCHB Schwab Strategic Tr Us Broad M	$0	$18.5 Million 0.01% of portfolio	720	Q3 2025 Added 0.28%
HERO Global X Fds Video Games & Esp	$0	$18.4 Million 0.01% of portfolio	544	Q2 2021 Reduced 96.82%
IXUS Ishares Tr	$0	$17.5 Million 0.0% of portfolio	212	Q4 2023 Added 542.42%
BGRN Ishares Trust Ishares Usd Gre	$0	$17.3 Million 0.0% of portfolio	359	Q3 2025 Added 1.13%
PBW Invesco Exchange Traded Fd Tr	$0	$16.8 Million 0.0% of portfolio	581	Q3 2024 Added 0.35%
GLDM World Gold Trust	$11.9B	$16.6 Million 0.0% of portfolio	217	Q3 2022 Added 9.05%
FBND Fidelity Merrimack Str Tr Tota	$0	$16.6 Million 0.0% of portfolio	358	Q3 2025 Added 34.59%
DVY Ishares Tr	$0	$16.3 Million 0.0% of portfolio	115	Q2 2021 Reduced 99.12%
XHB Spdr Series Tr Spdr S&P Homebu	$0	$16 Million 0.0% of portfolio	144	Q4 2023 Added 8.27%

VV Vanguard Large Cap ETF	$0	$15.1 Million 0.0% of portfolio	49	Q2 2025 New
BBH Vaneck ETF Tr Biotech ETF	$0	$14.6 Million 0.0% of portfolio	88	Q2 2021 Reduced 99.43%
IQLT Ishares Msci Intl Quality Fact	$0	$14.5 Million 0.0% of portfolio	328	Q4 2023 Added 14.69%
BLOK Amplify ETF Tr Trnsformational	$0	$13.6 Million 0.0% of portfolio	203	Q1 2025 Reduced 39.4%
EMQQ Emqq Emerging Markets Internet	$0	$13.4 Million 0.0% of portfolio	289	Q4 2024 Added 1.76%
VRP Invesco ETF Tr Ii Var Rate Pfd	$0	$12.5 Million 0.0% of portfolio	505	Q2 2021 Reduced 96.13%
GDLC Grayscale Digital Large Cap Fund LLC	$722M	$12.4 Million 0.0% of portfolio	221	Q3 2025 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$12 Million 0.0% of portfolio	156	Q2 2025 Added 1.3%
FDL First Tr Morningstar Dividend	$0	$11.9 Million 0.0% of portfolio	275	Q2 2021 New

CVY Invesco Exchange Traded Fd Tr	$0	$11.4 Million 0.0% of portfolio	426	Q3 2025 Added 0.95%
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$9.75 Million 0.0% of portfolio	210	Q2 2024 Added 40.0%
DGRW Wisdomtree Tr Us Quality Divid	$0	$9.25 Million 0.0% of portfolio	104	Q3 2022 New
XLRE Select Sector Spdr Tr Real Est	$0	$8.73 Million 0.0% of portfolio	207	Q3 2025 Added 0.49%
SLV I Shares Silver Trust	$24.1B	$8.47 Million 0.0% of portfolio	200	Q4 2022 Added 100.0%
FCG First Tr Exchange Traded Fd	$0	$7.61 Million 0.0% of portfolio	324	Q2 2021 Reduced 92.19%
LRGE Legg Mason ETF Invt Tr Clearbr	$0	$6.93 Million 0.0% of portfolio	83	Q4 2021 Added 315.0%
QCLN First Tr Nasdaq Clean Edge Gre	$0	$6.44 Million 0.0% of portfolio	153	Q2 2025 Reduced 39.76%
XLU Utilities Sector Spdr	$0	$6.19 Million 0.0% of portfolio	71	Q4 2023 Reduced 27.55%
XAR Spdr S&P Aerospace & Defense E	$0	$6.11 Million 0.0% of portfolio	26	Q3 2022 New
EEMV Ishares Msci Emerging Markets	$0	$6.1 Million 0.0% of portfolio	96	Q2 2025 Added 1.05%
FNDC Schwab Fundamental Intl Small	$0	$6.01 Million 0.0% of portfolio	135	Q2 2021 Reduced 97.33%
SPYG Spdr Portfolio	$0	$5.88 Million 0.0% of portfolio	56	Q1 2025 Added 3.7%
SCHA Schwab Strategic Tr Us Small C	$0	$5.63 Million 0.0% of portfolio	202	Q3 2025 Added 0.5%
JETS ETF Ser Solutions U S Global J	$0	$5.39 Million 0.0% of portfolio	218	Q4 2021 Added 0.46%
TQQQ Proshares Ultrapro Qqq	$0	$3.53 Million 0.0% of portfolio	34	Q1 2025 Added 25.93%
QQQM Invesco Exchange Traded Fd Tr	$0	$2.65 Million 0.0% of portfolio	11	Q2 2024 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$2.14 Million 0.0% of portfolio	24	Q2 2024 New
MTUM Ishares Msci Usa Momentum Fact	$0	$1.54 Million 0.0% of portfolio	6	Q2 2024 New
DLN Wisdomtree Tr U.S Largecap Div	$0	$1.39 Million 0.0% of portfolio	16	Q3 2024 New
QUAL Ishares Msci Usa Quality Facto	$0	$1.36 Million 0.0% of portfolio	7	Q2 2024 New
URA Global X Uranium ETF	$0	$286,000 0.0% of portfolio	6	Q2 2025 New
VLUE Ishares Msci Usa Value Factor	$0	$250,000 0.0% of portfolio	2	Q2 2024 New
MSOS Advisorshares Tr Pure Us Canna	$0	$86,000 0.0% of portfolio	18	Q4 2021 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.