FINANCIAL PERSPECTIVES, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NEE | 2K | $160.59K |
 | AGNC | 2K | $19.78K |
 | O | 2K | $122.25K |
 | IRM | 2K | $203.88K |
 | KO | 2K | $131.85K |
 | QCOM | 2K | $324.94K |
 | ASML | 2K | $1.87M |
 | AZN | 2K | $143.03K |
 | WM | 2K | $408.98K |
 | NTES | 2K | $276.70K |
 | HD | 2K | $719.57K |
 | NVS | 2K | $227.50K |
 | MFC | 2K | $55.01K |
 | CVX | 2K | $274.03K |
 | ENB | 2K | $89.01K |
 | PBR | 2K | $22.33K |
 | GE | 2K | $515.78K |
 | CSX | 2K | $60.23K |
 | CVE | 2K | $28.48K |
 | PEP | 2K | $229.89K |
NextEra Energy, Inc.
NEE
Shares Held
2K
Value
$160.59K
AGNC Investment Corp.
AGNC
Shares Held
2K
Value
$19.78K
Realty Income Corporation
O
Shares Held
2K
Value
$122.25K
Iron Mountain Incorporated
IRM
Shares Held
2K
Value
$203.88K
The Coca-Cola Company
KO
Shares Held
2K
Value
$131.85K
QUALCOMM Incorporated
QCOM
Shares Held
2K
Value
$324.94K
ASML Holding N.V.
ASML
Shares Held
2K
Value
$1.87M
AstraZeneca PLC
AZN
Shares Held
2K
Value
$143.03K
Waste Management, Inc.
WM
Shares Held
2K
Value
$408.98K
NetEase, Inc.
NTES
Shares Held
2K
Value
$276.70K
The Home Depot, Inc.
HD
Shares Held
2K
Value
$719.57K
Novartis AG
NVS
Shares Held
2K
Value
$227.50K
Manulife Financial Corporation
MFC
Shares Held
2K
Value
$55.01K
Chevron Corporation
CVX
Shares Held
2K
Value
$274.03K
Enbridge Inc.
ENB
Shares Held
2K
Value
$89.01K
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
2K
Value
$22.33K
GE Aerospace
GE
Shares Held
2K
Value
$515.78K
CSX Corporation
CSX
Shares Held
2K
Value
$60.23K
Cenovus Energy Inc.
CVE
Shares Held
2K
Value
$28.48K
PepsiCo, Inc.
PEP
Shares Held
2K
Value
$229.89K