Financial Perspectives, Inc New Holdings in Q4 2024

Financial Perspectives, Inc

  • $298 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Rubrik Inc.
11.2K
New
N/A
11.2K $732M
Brookfield Infrastructure CO
12.8K
New
N/A
12.8K $514M
Blackrock Inc
300
New
N/A
300 $307M
FDVV
Fidelity High Dividend ETF

ETFs
3.36K
New
$49.66 - $52.63 $167K - $177K
3.36K $168M
KKR
Kkr & Co. Inc.

Financial Services
1.12K
New
$129.87 - $162.87 $145K - $182K
1.12K $166M
FISV
Fiserv Inc

Technology
550
New
N/A
550 $113M
Brookfield Renewable Corp
3.61K
New
N/A
3.61K $99.9M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
3.24K
New
N/A
3.24K $84.7M
BLDR
Builders First Source, Inc.

Industrials
535
New
$142.93 - $198.25 $76.5K - $106K
535 $76.5M
CTAS
Cintas Corp

Industrials
340
New
$182.7 - $226.47 $62.1K - $77K
340 $62.1M
RPRX
Royalty Pharma PLC

Healthcare
2.16K
New
$24.28 - $28.39 $52.3K - $61.2K
2.16K $55M
UHALB
Amerco Com Ser N
855
New
N/A
855 $54.8M
SSNC
Ss&C Technologies Holdings Inc

Technology
670
New
$69.93 - $77.36 $46.9K - $51.8K
670 $50.8M
ELV
Elevance Health, Inc.

Healthcare
135
New
$365.96 - $514.62 $49.4K - $69.5K
135 $49.8M
MSTR
Microstrategy Inc

Technology
167
New
$162.69 - $473.83 $27.2K - $79.1K
167 $48.4M
BC
Brunswick Corp

Consumer Cyclical
645
New
$64.5 - $85.95 $41.6K - $55.4K
645 $41.7M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
1.34K
New
$28.33 - $31.77 $38K - $42.6K
1.34K $38M
Capital Grp Fixed Incm ETF T
1.19K
New
N/A
1.19K $30.1M
Lam Research Corp
343
New
N/A
343 $24.8M
HYI
Western Asset High Yield Defined Opportunity Fund Inc.

Financial Services
2.05K
New
$11.72 - $12.36 $24K - $25.3K
2.05K $24.2M
BXSL
Blackstone Secured Lending Fund

Financial Services
630
New
$29.25 - $33.27 $18.4K - $21K
630 $20.4M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
1.36K
New
$14.43 - $15.02 $19.6K - $20.4K
1.36K $19.7M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
408
New
$46.48 - $51.32 $19K - $20.9K
408 $19.6M
AGNC
Agnc Investment Corp.

Real Estate
2.02K
New
$9.21 - $10.59 $18.6K - $21.4K
2.02K $18.6M
SHW
Sherwin Williams CO

Basic Materials
54
New
$338.75 - $399.71 $18.3K - $21.6K
54 $18.4M
CNP
Centerpoint Energy Inc

Utilities
556
New
$28.58 - $32.66 $15.9K - $18.2K
556 $17.6M
TMUS
T Mobile Us, Inc.

Communication Services
77
New
$206.1 - $246.94 $15.9K - $19K
77 $17M
Arista Networks Inc
144
New
N/A
144 $15.9M
Wayfair Inc
15K
New
N/A
15K $14.4M
LADR
Ladder Capital Corp

Real Estate
1.25K
New
$10.95 - $11.99 $13.6K - $14.9K
1.25K $13.9M
NOC
Northrop Grumman Corp

Industrials
28
New
$466.52 - $543.88 $13.1K - $15.2K
28 $13.1M
DEA
Easterly Government Properties, Inc.

Real Estate
1.14K
New
$10.93 - $14.48 $12.5K - $16.5K
1.14K $13M
BRSP
Bright Spire Capital, Inc.

Real Estate
2.24K
New
$5.25 - $6.43 $11.7K - $14.4K
2.24K $12.6M
EXAS
Exact Sciences Corp

Healthcare
202
New
$49.33 - $71.97 $9.96K - $14.5K
202 $11.4M
ALEX
Alexander & Baldwin, Inc.

Real Estate
605
New
$17.4 - $19.87 $10.5K - $12K
605 $10.7M
EDD
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.

Financial Services
2.27K
New
$4.35 - $5.09 $9.88K - $11.6K
2.27K $10.3M
Lendingtree Inc
10K
New
N/A
10K $9.54M
BCE
Bce Inc

Communication Services
390
New
$22.53 - $34.84 $8.79K - $13.6K
390 $9.04M
BWG
Brandywine Global Global Income Opportunities Fund Inc

Financial Services
1.13K
New
$7.95 - $8.86 $8.95K - $9.98K
1.13K $9.01M
SPG
Simon Property Group Inc

Real Estate
52
New
$167.23 - $183.84 $8.7K - $9.56K
52 $8.89M
Teladoc Health Inc
10K
New
N/A
10K $8.73M
Vitesse Energy Inc
300
New
N/A
300 $7.5M
MAR
Marriott International Inc

Consumer Cyclical
24
New
$246.06 - $292.59 $5.91K - $7.02K
24 $6.7M
Sila Realty Trust Inc
275
New
N/A
275 $6.69M
UHAL
Amerco

Industrials
95
New
$67.46 - $78.4 $6.41K - $7.45K
95 $6.56M
EFC
Ellington Financial Inc.

Real Estate
535
New
$11.92 - $12.81 $6.38K - $6.85K
535 $6.48M
MS
Morgan Stanley

Financial Services
51
New
$104.42 - $134.99 $5.33K - $6.88K
51 $6.41M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
14
New
$260.53 - $404.79 $3.65K - $5.67K
14 $5.35M
SPYG
Spdr Portfolio

ETFs
54
New
$81.74 - $91.38 $4.41K - $4.93K
54 $4.75M
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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