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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
International Paper Co(IP)COM460146103$25013,5180.0%
Ameren Corp(AEE)COM023608102$25420,6650.0%
Skechers U S A Inc(SKAA)CL A830566105$25510,6360.0%
Southern Co(SO)COM842587107$25615,9130.0%
Ishares TR(IJJ)S&P MC 400VL ETF464287705$26226,7060.0%
Veeva SYS Inc(VEEV)CL A COM922475108$26569,2290.0%
Invesco Exchange Traded FD T(PBW)WILDERHIL CLAN46137V134$26526,0730.0%
Vanguard BD Index FDS(BIV)INTERMED TERM921937819$26823,7800.0%
Norwegian Cruise Line Hldg L(NCLH)SHSG66721104$2707,4490.0%
India FD Inc(IFN)COM454089103$2775,9420.0%
Workday Inc(WDAY)CL A98138H101$27768,8150.0%
Varonis SYS Inc(VRNS)COM922280102$28414,5780.0%
Logitech Intl S A(LOGI)SHSH50430232$28930,2010.0%
Travelers Companies Inc(TRV)COM89417E109$29043,6160.0%
Ishares TR(IWN)RUS 2000 VAL ETF464287630$29046,2550.0%
Copart Inc(CPRT)COM217204106$29031,4970.0%
Marlin Business Svcs CorpCOM571157106$2903,9560.0%
LI Auto Inc(LI)SPONSORED ADS50202M102$2917,2750.0%
United Parcel Service Inc(UPS)CL B911312106$29349,8070.0%
Wheaton Precious Metals Corp(WPM)COM962879102$29311,1960.0%
Corteva Inc(CTVA)COM22052L104$29513,7530.0%
Ishares TR(SDG)MSCI GLOBAL IMP46435G532$29928,3950.0%
Emerson Elec Co(EMR)COM291011104$29927,0120.0%
KE Hldgs Inc(BEKE)SPONSORED ADS482497104$30017,0940.0%
Q2 Hldgs Inc(QTWO)COM74736L109$30030,0600.0%
DNP Select Income FD Inc(DNP)COM23325P104$3043,0040.0%
Exchange Traded Concepts TR(EMQQ)EMQQ EM INTERN301505889$30719,6200.0%
Intersect ENT IncCOM46071F103$3096,4520.0%
Fidelity Natl Information SV(FIS)COM31620M106$31243,8700.0%
Ishares TR(BGRN)GBL GREEN ETF46435U440$31317,1050.0%
Invesco Value MUN Income TR(IIM)COM46132P108$3194,9990.0%
Zynga Inc(ZNGAEUR)CL A98986T108$3213,2770.0%
First TR Exchange-Traded FD(FCG)NAT GAS ETF33733E807$3244,1500.0%
Ishares TR(DSI)MSCI KLD400 SOC464288570$32524,8370.0%
Lowes COS Inc(LOW)COM548661107$32561,8090.0%
Lamb Weston Hldgs Inc(LW)COM513272104$33325,8010.0%
Gabelli Divid &income TR(XGDVX)COM36242H104$3348,0030.0%
Irhythm Technologies Inc(IRTC)COM450056106$33546,5740.0%
Prudential Finl Inc(PRU)COM744320102$33830,7920.0%
Kraneshares TR(KURE)MSCI ALL CHINA500767835$34613,4700.0%
American Elec PWR Co Inc(AEP)COM025537101$34929,5600.0%
Schwab Strategic TR(SCHX)US LRG CAP ETF808524201$35033,6110.0%
Vaneck Vectors ETF TR(GDX)GOLD MINERS ETF92189F106$35011,3750.0%
Invesco Exchange Traded FD T(PBE)DYNMC BIOTECH46137V787$35025,8370.0%
Dupont de Nemours Inc(DD)COM26614N102$35127,1250.0%
Invesco Exchange Traded FD T(CVY)ZACKS MULT AST46137Y500$3548,2140.0%
RPM Intl Inc(RPM)COM749685103$35732,7900.0%
CVS Health Corp(CVS)COM126650100$36127,1580.0%
Invesco Quality MUN Income T(IQI)COM46133G107$3624,6950.0%
BHP Group LTD(BHP)SPONSORED ADS088606108$36525,3270.0%
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