FINANCIAL PERSPECTIVES, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LITE | 66 | $10.74K |
 | ALLE | 66 | $11.71K |
 | NEUE | 64 | $427 |
 | OGE | 64 | $2.96K |
 | BODI | 63 | $373 |
 | EW | 62 | $4.82K |
 | BTI | 61 | $3.24K |
 | AL | 60 | $3.82K |
 | SO | 58 | $5.49K |
 | W | 57 | $5.09K |
 | SHW | 54 | $18.70K |
 | SUPN | 52 | $2.48K |
 | SPG | 52 | $9.69K |
 | MS | 51 | $8.16K |
 | CMG | 50 | $1.96K |
 | AMT | 50 | $9.62K |
 | GS | 50 | $40.16K |
 | ADI | 50 | $12.29K |
 | NOK | 48 | $231 |
 | HBI | 48 | $316 |
Lumentum Holdings Inc.
LITE
Shares Held
66
Value
$10.74K
Allegion plc
ALLE
Shares Held
66
Value
$11.71K
NeueHealth, Inc.
NEUE
Shares Held
64
Value
$427
OGE Energy Corp.
OGE
Shares Held
64
Value
$2.96K
The Beachbody Company, Inc.
BODI
Shares Held
63
Value
$373
Edwards Lifesciences Corporation
EW
Shares Held
62
Value
$4.82K
British American Tobacco p.l.c.
BTI
Shares Held
61
Value
$3.24K
Air Lease Corporation
AL
Shares Held
60
Value
$3.82K
The Southern Company
SO
Shares Held
58
Value
$5.49K
Wayfair Inc.
W
Shares Held
57
Value
$5.09K
The Sherwin-Williams Company
SHW
Shares Held
54
Value
$18.70K
Supernus Pharmaceuticals, Inc.
SUPN
Shares Held
52
Value
$2.48K
Simon Property Group, Inc.
SPG
Shares Held
52
Value
$9.69K
Morgan Stanley
MS
Shares Held
51
Value
$8.16K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
50
Value
$1.96K
American Tower Corporation
AMT
Shares Held
50
Value
$9.62K
The Goldman Sachs Group, Inc.
GS
Shares Held
50
Value
$40.16K
Analog Devices, Inc.
ADI
Shares Held
50
Value
$12.29K
Nokia Oyj
NOK
Shares Held
48
Value
$231
Hanesbrands Inc.
HBI
Shares Held
48
Value
$316