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Financial Perspectives, Inc

Q1 2020 Holdings

Filed 2024-01-10 | 529 holdings | $123.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Emerson Elec Co(EMR)COM291011104$14.3K2990.0%
Ishares TR(IJJ)S&P MC 400VL ETF464287705$14.4K1310.0%
Pinnacle West Cap Corp(PNW)COM723484101$14.5K1910.0%
Cognizant Technology Solutio(CTSH)CL A192446102$14.6K3140.0%
Ishares TR(DGRO)CORE DIV GRWTH46434V621$14.8K4550.0%
Kroger Co(KR)COM501044101$15.1K5000.0%
Select Sector Spdr TR(XLY)SBI CONS DISCR81369Y407$15.2K1550.0%
Innovator Etfs TR(FFTY)IBD 50 ETF45782C102$15.3K5450.0%
CVS Health Corp(CVS)COM126650100$15.5K2610.0%
Invesco Exchange Traded FD T(RSP)S&P500 EQL WGT46137V357$15.5K1850.0%
Truist Finl Corp(TFC)COM89832Q109$15.6K5050.0%
Zoom Video Communications in(ZM)CL A98980L101$15.8K1080.0%
American Elec PWR Co Inc(AEP)COM025537101$15.9K1990.0%
Invesco Exchange Traded FD T(PBE)DYNMC BIOTECH46137V787$16.3K3500.0%
Zoetis Inc(ZTS)CL A98978V103$16.4K1390.0%
Eversource Energy(ES)COM30040W108$16.4K2100.0%
Mckesson Corp(MCK)COM58155Q103$16.5K1220.0%
Motorola Solutions Inc(MSI)COM NEW620076307$16.6K1250.0%
Exelon Corp(EXC)COM30161N101$16.6K4520.0%
Total S.A.(TTEN)SPONSORED ADS89151E109$16.7K4480.0%
Ishares TR(EEM)MSCI EMG MKT ETF464287234$16.7K4910.0%
Nuance Communications IncCOM67020Y100$16.8K1,0000.0%
Rockwell Automation Inc(ROK)COM773903109$16.9K1120.0%
Clorox Co del(CLX)COM189054109$17.3K1000.0%
Prudential Finl Inc(PRU)COM744320102$17.6K3380.0%
American Airls Group Inc(AAL)COM02376R102$17.7K1,4480.0%
DOW Inc(DOW)COM260557103$17.7K6050.0%
Q2 Hldgs Inc(QTWO)COM74736L109$17.7K3000.0%
Ishares TR(IGRO)INTL DIV GRWTH46435G524$18.0K3980.0%
Ameren Corp(AEE)COM023608102$18.5K2540.0%
Lamb Weston Hldgs Inc(LW)COM513272104$19.0K3330.0%
Hartford Finl Svcs Group Inc(HIG)COM416515104$19.1K5410.0%
American Express Co(AXP)COM025816109$19.3K2250.0%
Ishares TR(IYF)U.S. FINLS ETF464287788$19.4K1990.0%
Carnival Corp(CCL)UNIT 99/99/9999143658300$19.4K1,4740.0%
Ishares TR(IWN)RUS 2000 VAL ETF464287630$19.6K2390.0%
Alkermes PLC(ALKS)SHSG01767105$19.8K1,3750.0%
Copart Inc(CPRT)COM217204106$19.9K2900.0%
Masco Corp(MAS)COM574599106$19.9K5750.0%
Ishares Inc(EWJ)MSCI JPN ETF NEW46434G822$20.3K4100.0%
ON Semiconductor Corp(ON)COM682189105$20.5K1,6500.0%
Dupont de Nemours Inc(DD)COM26614N102$20.6K6050.0%
AIR Prods &chems Inc(APD)COM009158106$21.0K1050.0%
RPM Intl Inc(RPM)COM749685103$21.2K3570.0%
Thermo Fisher Scientific Inc(TMO)COM883556102$21.3K750.0%
Alexion Pharmaceuticals Inc(ALXN)COM015351109$21.4K2380.0%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$21.4K3500.0%
Ishares Inc(EWY)MSCI STH KOR ETF464286772$21.8K4650.0%
China Mobile LimitedSPONSORED ADR16941M109$22.0K5850.0%
Manulife Finl Corp(MFC)COM56501R106$22.1K1,7660.0%
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