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Financial Perspectives, Inc

Q1 2022 Holdings

Filed 2024-01-10 | 689 holdings | $214.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
The Trade Desk Inc(TTD)COM CL A88339J105$12.1K1740.0%
Scotts Miracle-Gro Co(SMG)CL A810186106$12.3K1000.0%
Invesco Exch Traded FD TR II(VRP)VAR RATE PFD46138G870$12.3K5050.0%
American Tower Corp New(AMT)COM03027X100$12.6K500.0%
Zoom Video Communications in(ZM)CL A98980L101$12.7K1080.0%
Fedex Corp(FDX)COM31428X106$12.7K550.0%
WP Carey Inc(WPC)COM92936U109$12.8K1580.0%
Delaware Invts Natl MUN Inco(VFL)SH BEN INT24610T108$12.8K1,0130.0%
Vaneck ETF Trust(AFK)AFRICA INDEX ETF92189F866$12.9K6050.0%
Fisker Inc(SPAQUSD)CL A COM STK33813J106$12.9K1,0000.0%
Starbucks Corp(SBUX)COM855244109$13.1K1440.0%
Johnson Ctls Intl PLC(JCI)SHSG51502105$13.1K2000.0%
International Flavors&fragra(IFF)COM459506101$13.1K1000.0%
Vanguard Intl Equity Index F(VT)TT WRLD ST ETF922042742$13.2K1300.0%
Ishares TR(SUSA)MSCI USA ESG SLC464288802$13.3K1380.0%
Vaneck ETF Trust(GDX)GOLD MINERS ETF92189F106$13.4K3500.0%
Zimmer Biomet Holdings Inc(ZBH)COM98956P102$13.4K1050.0%
Varonis SYS Inc(VRNS)COM922280102$13.5K2840.0%
Piper Sandler Companies(PIPR)COM724078100$13.5K1030.0%
Global X FDS(HERO)VDEO GAM ESPRT37954Y392$13.7K5440.0%
Fidelity Natl Information SV(FIS)COM31620M106$13.8K1380.0%
Otis Worldwide Corp(OTIS)COM68902V107$13.9K1800.0%
SAP SE(SAP)SPON ADR803054204$13.9K1250.0%
Clorox Co del(CLX)COM189054109$13.9K1000.0%
Vanguard Index FDS(VB)SMALL CP ETF922908751$14.0K660.0%
Vaneck ETF Trust(BBH)BIOTECH ETF92189F726$14.3K880.0%
HP Inc(HPQ)COM40434L105$14.6K4010.0%
Public SVC Enterprise GRP in(PEG)COM744573106$14.6K2090.0%
Ishares TR(DVY)SELECT DIVID ETF464287168$14.7K1150.0%
Globus MED Inc(GMED)CL A379577208$14.8K2000.0%
Royal BK CDA(RY)COM780087102$14.9K1350.0%
Pinnacle West Cap Corp(PNW)COM723484101$14.9K1910.0%
Greenbrook TMS IncCOM NEW393704309$14.9K3,9590.0%
Marvell Technology Inc(MRVL)COM573874104$15.0K2090.0%
First TR Exchange-Traded FD(FV)DORSEY WRT 5 ETF33738R605$15.1K3170.0%
Corteva Inc(CTVA)COM22052L104$15.2K2640.0%
ETF Managers TR(HACKUSD)PRIME CYBR SCRTY26924G201$15.5K2640.0%
Salesforce COM Inc(CRM)COM79466L302$15.9K750.0%
CME Group Inc(CME)COM12572Q105$15.9K670.0%
Ishares TR(BGRN)USD GRN BOND ETF46435U440$16.0K3150.0%
First TR Exchange-Traded FD(QCLN)NAS CLNEDG GREEN33733E500$16.3K2520.0%
Paramount Global(0VVB)CLASS B COM92556H206$16.3K4320.0%
Ishares TR(ILCB)MORNINGSTR US EQ464287127$16.4K2600.0%
Ishares TR(IWY)RUS TP200 GR ETF464289438$16.4K1030.0%
Goldman Sachs Group Inc(GS)COM38141G104$16.6K500.0%
Suncor Energy Inc New(SU)COM867224107$17.1K5240.0%
NU Hldgs LTD(NU)ORD SHS CL AG6683N103$17.2K2,2220.0%
Pulte Group Inc(PHM)COM745867101$17.2K4100.0%
TJX COS Inc New(TJX)COM872540109$17.2K2840.0%
LAM Research Corp(LRCXEUR)COM512807108$17.8K330.0%
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