FINANCIAL PERSPECTIVES, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TD | 238 | $19.03K |
 | AXP | 231 | $76.88K |
 | MRNA | 230 | $5.94K |
 | LIN | 226 | $107.35K |
 | TT | 225 | $94.94K |
 | RDDT | 224 | $51.52K |
 | TJX | 224 | $32.38K |
 | SW | 224 | $9.54K |
 | GMED | 223 | $12.77K |
 | PSA | 222 | $64.10K |
 | ACN | 222 | $54.74K |
 | MOH | 220 | $42.10K |
 | DEO | 214 | $20.47K |
 | ES | 210 | $14.94K |
 | AVNS | 209 | $2.42K |
 | PEG | 209 | $17.44K |
 | MRVL | 209 | $17.57K |
 | UI | 206 | $136.09K |
 | EXAS | 202 | $11.05K |
 | ONL | 201 | $543 |
The Toronto-Dominion Bank
TD
Shares Held
238
Value
$19.03K
American Express Company
AXP
Shares Held
231
Value
$76.88K
Moderna, Inc.
MRNA
Shares Held
230
Value
$5.94K
Linde plc
LIN
Shares Held
226
Value
$107.35K
Trane Technologies plc
TT
Shares Held
225
Value
$94.94K
Reddit, Inc.
RDDT
Shares Held
224
Value
$51.52K
The TJX Companies, Inc.
TJX
Shares Held
224
Value
$32.38K
Smurfit Westrock Plc
SW
Shares Held
224
Value
$9.54K
Globus Medical, Inc.
GMED
Shares Held
223
Value
$12.77K
Public Storage
PSA
Shares Held
222
Value
$64.10K
Accenture plc
ACN
Shares Held
222
Value
$54.74K
Molina Healthcare, Inc.
MOH
Shares Held
220
Value
$42.10K
Diageo plc
DEO
Shares Held
214
Value
$20.47K
Eversource Energy
ES
Shares Held
210
Value
$14.94K
Avanos Medical, Inc.
AVNS
Shares Held
209
Value
$2.42K
Public Service Enterprise Group Incorporated
PEG
Shares Held
209
Value
$17.44K
Marvell Technology, Inc.
MRVL
Shares Held
209
Value
$17.57K
Ubiquiti Inc.
UI
Shares Held
206
Value
$136.09K
Exact Sciences Corporation
EXAS
Shares Held
202
Value
$11.05K
Orion Properties Inc.
ONL
Shares Held
201
Value
$543