Portfolio (Quarterly)
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Financial Perspectives, Inc
· CIK 0002003287| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 261 | PODD | INSULET CORP | Healthcare | 572.0 | $87K | 0.02% | NEW | — | $152.25 | -3.5% |
| 262 | LRN | STRIDE INC | Consumer Defensive | 994.0 | $86K | 0.02% | NEW | — | $86.24 | -2.5% |
| 263 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 112.0 | $85K | 0.02% | NEW | — | $190.79 | -0.2% |
| 264 | VONG | VANGUARD SCOTTSDALE FDS | — | 657.0 | $84K | 0.02% | NEW | — | $127.86 | -1.8% |
| 265 | CSX | CSX CORP | Industrials | 1,709.0 | $81K | 0.02% | NEW | — | $47.53 | +7.2% |
| 266 | LOW | LOWES COS INC | Consumer Cyclical | 365.0 | $80K | 0.02% | NEW | — | $220.49 | -1.4% |
| 267 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 2,982.0 | $80K | 0.02% | NEW | — | $26.66 | +5.9% |
| 268 | FLEX | FLEX LTD | Technology | 490.0 | $79K | 0.02% | NEW | — | $162.07 | -31.9% |
| 269 | AXP | AMERICAN EXPRESS CO | Financial Services | 232.0 | $79K | 0.02% | NEW | — | $338.49 | -2.2% |
| 270 | JD | JD.COM INC | Consumer Cyclical | 3,068.0 | $78K | 0.02% | NEW | — | $25.48 | +15.4% |
| 271 | ARKG | ARK ETF TR | — | 1,858.0 | $78K | 0.02% | NEW | — | $42.06 | +13.3% |
| 272 | RSG | REPUBLIC SVCS INC | Industrials | 362.0 | $77K | 0.02% | NEW | — | $213.08 | +3.0% |
| 273 | DLR | DIGITAL RLTY TR INC | Real Estate | 428.0 | $77K | 0.02% | NEW | — | $179.61 | +8.2% |
| 274 | IYC | ISHARES TR | — | 760.0 | $77K | 0.02% | NEW | — | $101.10 | +0.7% |
| 275 | C | CITIGROUP INC | Financial Services | 546.0 | $76K | 0.02% | NEW | — | $139.96 | -7.4% |
| 276 | EMXC | ISHARES INC | — | 734.0 | $75K | 0.02% | NEW | — | $102.27 | -5.2% |
| 277 | COIN | COINBASE GLOBAL INC | Financial Services | 513.0 | $75K | 0.02% | NEW | — | $146.19 | +17.9% |
| 278 | XLV | SELECT SECTOR SPDR TR | — | 466.0 | $74K | 0.02% | NEW | — | $158.70 | +8.6% |
| 279 | CVS | CVS HEALTH CORP | Healthcare | 708.0 | $73K | 0.02% | NEW | — | $103.46 | -9.5% |
| 280 | — | BUNGE GLOBAL SA | — | 685.0 | $73K | 0.02% | NEW | — | $106.73 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
45.0%
Healthcare
19.2%
Financial Services
10.0%
Communication Services
8.4%
Consumer Cyclical
8.1%
Industrials
3.4%
Consumer Defensive
2.0%
Utilities
1.4%
Energy
1.4%
Basic Materials
0.7%