FINANCIAL PERSPECTIVES, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TGNA | 200 | $4.07K |
 | WMB | 200 | $12.67K |
 | TOST | 200 | $7.30K |
 | REGN | 193 | $108.52K |
 | VOD | 192 | $2.22K |
 | COKE | 182 | $21.37K |
 | OTIS | 180 | $16.46K |
 | IR | 176 | $14.54K |
 | CELU | 171 | $354 |
 | HWM | 166 | $32.62K |
 | PL | 165 | $2.14K |
 | RPM | 165 | $19.45K |
 | CE | 164 | $6.90K |
 | MET | 164 | $13.51K |
 | IBM | 160 | $45.15K |
 | SBUX | 160 | $13.51K |
 | KMB | 155 | $19.27K |
 | ADBE | 151 | $53.30K |
 | FIS | 151 | $9.93K |
 | BEP | 150 | $3.87K |
TEGNA Inc.
TGNA
Shares Held
200
Value
$4.07K
The Williams Companies, Inc.
WMB
Shares Held
200
Value
$12.67K
Toast, Inc.
TOST
Shares Held
200
Value
$7.30K
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
193
Value
$108.52K
Vodafone Group Public Limited Company
VOD
Shares Held
192
Value
$2.22K
Coca-Cola Consolidated, Inc.
COKE
Shares Held
182
Value
$21.37K
Otis Worldwide Corporation
OTIS
Shares Held
180
Value
$16.46K
Ingersoll Rand Inc.
IR
Shares Held
176
Value
$14.54K
Celularity Inc.
CELU
Shares Held
171
Value
$354
Howmet Aerospace Inc.
HWM
Shares Held
166
Value
$32.62K
Planet Labs PBC
PL
Shares Held
165
Value
$2.14K
RPM International Inc.
RPM
Shares Held
165
Value
$19.45K
Celanese Corporation
CE
Shares Held
164
Value
$6.90K
MetLife, Inc.
MET
Shares Held
164
Value
$13.51K
International Business Machines Corporation
IBM
Shares Held
160
Value
$45.15K
Starbucks Corporation
SBUX
Shares Held
160
Value
$13.51K
Kimberly-Clark Corporation
KMB
Shares Held
155
Value
$19.27K
Adobe Inc.
ADBE
Shares Held
151
Value
$53.30K
Fidelity National Information Services, Inc.
FIS
Shares Held
151
Value
$9.93K
Brookfield Renewable Partners L.P.
BEP
Shares Held
150
Value
$3.87K