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Financial Perspectives, Inc

Q1 2021 Holdings

Filed 2024-01-10 | 625 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Alkermes PLC(ALKS)SHSG01767105$1.4K25,6850.1%
Ishares TR(IUSV)CORE S&P US VLU464287663$1.4K97,8010.1%
Zynex Inc(ZYXIQ)COM98986M103$1.4K21,7900.1%
American Airls Group Inc(AAL)COM02376R102$1.4K34,6090.1%
Nextera Energy Inc(NEE)COM65339F101$1.5K110,0880.1%
Illumina Inc(ILMN)COM452327109$1.5K562,6480.1%
Jfrog LTD(FROG)ORD SHSM6191J100$1.5K65,8010.1%
Mercadolibre Inc(MELI)COM58733R102$1.5K2,184,6560.1%
Ishares TR(ICLN)GL CLEAN ENE ETF464288224$1.5K36,4010.1%
Visa Inc(V)COM CL A92826C839$1.5K320,1460.1%
Huazhu Group LTD(HTHT)SPONSORED ADS44332N106$1.5K83,1170.1%
Ishares TR(IVV)CORE S&P500 ETF464287200$1.5K606,5840.1%
Micron Technology Inc(MU)COM595112103$1.5K134,8730.1%
Merck &co. Inc(MRK)COM58933Y105$1.6K119,7210.1%
Walmart Inc(WMT)COM931142103$1.6K214,2050.1%
Advisorshares TR(VICE)VICE E T F00768Y545$1.6K55,9900.1%
Micro Focus Intl PLC(MFGPUSD)SPON ADR NEW594837403$1.6K12,5260.1%
ON Semiconductor Corp(ON)COM682189105$1.7K68,6570.1%
Advanced Micro Devices Inc(AMD)COM007903107$1.7K129,9960.1%
Carnival Corp(CCL)UNIT 99/99/9999143658300$1.7K44,4280.1%
Healthpeak Properties Inc(DOC)COM42250P103$1.7K53,7800.1%
Teva Pharmaceutical Inds LTD(TEVA)SPONSORED ADS881624209$1.7K19,9640.1%
Manulife Finl Corp(MFC)COM56501R106$1.8K37,9690.1%
New Oriental ED &technologySPON ADR647581107$1.8K24,7800.1%
Square Inc(XYZ)CL A852234103$1.8K402,1060.1%
Ishares TR(IJR)CORE S&P SCP ETF464287804$1.8K193,2070.1%
Netease Inc(NTES)SPONSORED ADS64110W102$1.8K187,9850.1%
Wells Fargo Co New(WFC)COM949746101$1.9K72,6700.1%
Fidelity Covington Trust(FTEC)MSCI INFO TECH I316092808$1.9K203,1830.1%
Iron MTN Inc New(IRM)COM46284V101$2.0K74,0200.1%
Realty Income Corp(O)COM756109104$2.0K127,6990.1%
Nuveen AMT Free Qlty MUN Inc(XNEAX)COM670657105$2.0K29,9070.1%
Chevron Corp New(CVX)COM166764100$2.1K215,4480.1%
VY Global GrowthUNIT 99/99/9999G9444H126$2.1K21,8820.1%
Ishares U S ETF TR(COMT)GSCI CMDTY STGY46431W853$2.1K64,0290.1%
Home Depot Inc(HD)COM437076102$2.2K683,3520.1%
Vanguard World FDS(VHT)HEALTH CAR ETF92204A504$2.3K519,4290.1%
First TR Exchange-Traded FD(TDIV)NASD TECH DIV33738R118$2.3K123,7660.1%
Xpeng Inc(XPEV)ADS98422D105$2.3K83,7170.1%
Broadcom Inc(AVGO)COM11135F101$2.3K1,069,3520.1%
Cryoport Inc(CYRX)COM PAR USD0.001229050307$2.3K120,7670.1%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$2.3K480,4350.1%
General Mtrs Co(GM)COM37045V100$2.3K134,5140.1%
Hdfc Bank LTD(HDB)SPONSORED ADS40415F101$2.4K185,1350.1%
Fidelity Covington Trust(FREL)MSCI RL EST ETF316092857$2.4K67,3330.1%
Ishares TR(IJS)SP SMCP600VL ETF464287879$2.5K250,0410.1%
Lumen Technologies Inc(LUMN)COM550241103$2.5K33,4160.1%
Flex LTD(FLEX)ORDY2573F102$2.5K46,0130.1%
Select Sector Spdr TR(XLE)ENERGY81369Y506$2.6K126,4190.1%
Archer Daniels Midland Co(ADM)COM039483102$2.6K148,6560.1%
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