Financial Perspectives, Inc Reduced Holdings in Q1 2025

Financial Perspectives, Inc

  • $292 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-936
- 1.45%
$209.68 - $247.1 $196K - $231K
63.7K $14.2B
MSFT
Microsoft Corp

Technology
-427
- 1.27%
$375.39 - $447.2 $160K - $191K
33.1K $12.4B
GOOG
Alphabet Inc.

Communication Services
-61
- 0.22%
$156.06 - $207.71 $9.52K - $12.7K
27.5K $4.32B
IVW
Ishares S&P 500 Growth ETF

ETFs
-795
- 0.85%
$92.45 - $106.69 $73.5K - $84.8K
92.7K $8.6B
AMZN
Amazon Com Inc

Consumer Cyclical
-60
- 0.29%
$190.26 - $242.06 $11.4K - $14.5K
20.8K $3.97B
VIG
Vanguard Dividend Appreciation

ETFs
-910
- 2.07%
N/A
43K $8.34B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-214
- 7.01%
$468.34 - $539.52 $100K - $115K
2.84K $1.33B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-81
- 1.34%
$507.05 - $563.67 $41.1K - $45.7K
5.99K $3.08B
VUG
Vanguard Growth ETF

ETFs
-370
- 26.97%
$369.1 - $427.61 $137K - $158K
1K $371M
CSR
Centerspace

Real Estate
-1.88K
- 50.0%
$60.29 - $66.19 $113K - $124K
1.88K $121M
SRE
Sempra Energy

Utilities
-101
- 1.64%
$67.85 - $87.67 $6.85K - $8.85K
6.06K $432M
DIS
Walt Disney CO

Communication Services
-323
- 5.47%
$96.87 - $114.0 $31.3K - $36.8K
5.58K $551M
IETC
Ishares U S ETF Tr

ETFs
-528
- 4.9%
$74.94 - $89.98 $39.6K - $47.5K
10.2K $815M
CSCO
Cisco Systems, Inc.

Technology
-1.8K
- 30.28%
$58.74 - $64.87 $106K - $117K
4.14K $256M
XEL
Xcel Energy Inc

Utilities
-1.28K
- 62.51%
$63.37 - $72.1 $81.1K - $92.2K
767 $54.3M
XLK
Technology Sector Spdr

ETFs
-316
- 66.39%
$206.38 - $242.18 $65.2K - $76.5K
160 $33M
BAC
Bank Of America Corp

Financial Services
-1.27K
- 14.75%
$39.61 - $47.74 $50.3K - $60.6K
7.34K $306M
SQ
Block, Inc.

Technology
-38
- 1.65%
$54.04 - $92.95 $2.05K - $3.53K
2.26K $125M
XOM
Exxon Mobil Corp

Energy
-1.1K
- 19.3%
$105.44 - $118.93 $116K - $131K
4.61K $548M
HD
Home Depot, Inc.

Consumer Cyclical
-52
- 2.85%
$347.25 - $424.87 $18.1K - $22.1K
1.77K $650M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-298
- 11.22%
$96.3 - $112.23 $28.7K - $33.4K
2.36K $230M
TD
Toronto Dominion Bank

Financial Services
-1K
- 80.78%
$53.12 - $61.15 $53.1K - $61.2K
238 $14.3M
CGDV
Capital Group Divid Value ETF

ETFs
-1.47K
- 15.72%
$34.95 - $37.36 $51.3K - $54.9K
7.88K $281M
WMT
Walmart Inc.

Consumer Defensive
-366
- 8.07%
$84.5 - $105.05 $30.9K - $38.4K
4.17K $366M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-218
- 6.12%
$47.25 - $67.02 $10.3K - $14.6K
3.35K $159M
ARKW
Ark Next Generation Internet E

ETFs
-117
- 5.66%
$91.59 - $125.64 $10.7K - $14.7K
1.95K $185M
VO
Vanguard Mid Cap ETF

ETFs
-133
- 36.54%
$251.87 - $277.95 $33.5K - $37K
231 $59.8M
DLR
Digital Realty Trust, Inc.

Real Estate
-106
- 19.85%
$142.1 - $183.56 $15.1K - $19.5K
428 $61.3M
ASB
Associated Banc Corp

Financial Services
-590
- 4.99%
$21.06 - $25.63 $12.4K - $15.1K
11.2K $253M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-23
- 1.1%
$126.86 - $146.45 $2.92K - $3.37K
2.06K $262M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-238
- 22.62%
$81.62 - $96.63 $19.4K - $23K
814 $67.8M
PFE
Pfizer Inc

Healthcare
-182
- 0.99%
$25.01 - $27.13 $4.55K - $4.94K
18.3K $463M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-10
- 0.89%
$65.15 - $91.81 $652 - $918
1.11K $73M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-401
- 8.1%
$20.76 - $29.81 $8.32K - $12K
4.55K $94.5M
ILMN
Illumina, Inc.

Healthcare
-11
- 2.81%
$79.34 - $144.22 $873 - $1.59K
381 $31.1M
SO
Southern CO

Utilities
-255
- 81.47%
$80.96 - $92.96 $20.6K - $23.7K
58 $5.33M
Atlassian Corporation
-8
- 1.24%
N/A
635 $136M
PG
Procter & Gamble CO

Consumer Defensive
-126
- 15.56%
$158.56 - $176.26 $20K - $22.2K
684 $117M
CVX
Chevron Corp

Energy
-387
- 18.57%
$146.71 - $167.97 $56.8K - $65K
1.7K $284M
WELL
Welltower Inc.

Real Estate
-216
- 37.57%
$124.05 - $156.86 $26.8K - $33.9K
359 $55M
ENB
Enbridge Inc

Energy
-445
- 20.14%
$41.54 - $45.45 $18.5K - $20.2K
1.76K $78.2M
AEP
American Electric Power CO Inc

Utilities
-199
- 53.64%
$90.32 - $109.27 $18K - $21.7K
172 $18.8M
CSX
Csx Corp

Industrials
-315
- 15.74%
$29.11 - $33.67 $9.17K - $10.6K
1.69K $49.6M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-108
- 4.06%
$32.96 - $44.43 $3.56K - $4.8K
2.55K $84.9M
OGIG
Alps ETF Tr Oshares Global Int

ETFs
-130
- 4.07%
$43.48 - $52.89 $5.65K - $6.88K
3.06K $134M
ARKQ
Ark Autonomous Technology & Ro

ETFs
-6
- 0.52%
$65.76 - $84.94 $395 - $510
1.15K $76.1M
CRSP
Crispr Therapeutics Ag

Healthcare
-13
- 0.54%
$34.03 - $53.02 $442 - $689
2.41K $82.4M
WFC
Wells Fargo & Company

Financial Services
-210
- 15.08%
$66.78 - $81.42 $14K - $17.1K
1.18K $84.9M
PEP
Pepsico Inc

Consumer Defensive
-66
- 4.72%
$142.64 - $156.42 $9.41K - $10.3K
1.33K $200M
Activity Summary
Buys All Purchases 152 New Holdings 9 Increased Positions 143 Sells All Sells 94 Reductions 89 Sold out 5 Options Calls 0 Puts 0
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