FINANCIAL PERSPECTIVES, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HOWL | 7K | $13.30K |
 | SRE | 6K | $566.49K |
 | BIP | 6K | $202.41K |
 | SRDX | 6K | $179.76K |
 | DIS | 6K | $638.67K |
 | UBS | 5K | $200.65K |
 | META | 5K | $3.44M |
 | ERIC | 5K | $38.07K |
 | ORCL | 5K | $1.27M |
 | INTC | 4K | $149.24K |
 | UNH | 4K | $1.53M |
 | XPEV | 4K | $103.03K |
 | MU | 4K | $712.84K |
 | WMT | 4K | $429.51K |
 | VZ | 4K | $172.94K |
 | GOOGL | 4K | $955.80K |
 | CSCO | 4K | $268.84K |
 | XOM | 4K | $440.47K |
 | BEPC | 4K | $124.33K |
 | AMGN | 4K | $1.01M |
Werewolf Therapeutics, Inc.
HOWL
Shares Held
7K
Value
$13.30K
Sempra
SRE
Shares Held
6K
Value
$566.49K
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
6K
Value
$202.41K
Surmodics, Inc.
SRDX
Shares Held
6K
Value
$179.76K
The Walt Disney Company
DIS
Shares Held
6K
Value
$638.67K
UBS Group AG
UBS
Shares Held
5K
Value
$200.65K
Meta Platforms, Inc.
META
Shares Held
5K
Value
$3.44M
Telefonaktiebolaget LM Ericsson (publ)
ERIC
Shares Held
5K
Value
$38.07K
Oracle Corporation
ORCL
Shares Held
5K
Value
$1.27M
Intel Corporation
INTC
Shares Held
4K
Value
$149.24K
UnitedHealth Group Incorporated
UNH
Shares Held
4K
Value
$1.53M
XPeng Inc.
XPEV
Shares Held
4K
Value
$103.03K
Micron Technology, Inc.
MU
Shares Held
4K
Value
$712.84K
Walmart Inc.
WMT
Shares Held
4K
Value
$429.51K
Verizon Communications Inc.
VZ
Shares Held
4K
Value
$172.94K
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$955.80K
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$268.84K
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$440.47K
Brookfield Renewable Corporation
BEPC
Shares Held
4K
Value
$124.33K
Amgen Inc.
AMGN
Shares Held
4K
Value
$1.01M