FINANCIAL PERSPECTIVES, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BAM | 2K | $87.87K |
 | HTHT | 2K | $59.21K |
 | ORLY | 2K | $161.72K |
 | TAK | 1K | $21.04K |
 | VTRS | 1K | $13.52K |
 | DTE | 1K | $192.83K |
 | V | 1K | $457.57K |
 | WEC | 1K | $153.32K |
 | GMAB | 1K | $40.88K |
 | MELI | 1K | $3.09M |
 | MRK | 1K | $110.60K |
 | EWBC | 1K | $138.07K |
 | SNOW | 1K | $288.93K |
 | LADR | 1K | $13.58K |
 | ON | 1K | $61.14K |
 | STLA | 1K | $11.41K |
 | CPNG | 1K | $38.48K |
 | DOCU | 1K | $84.92K |
 | U | 1K | $46.69K |
 | COST | 1K | $1.07M |
Brookfield Asset Management Ltd.
BAM
Shares Held
2K
Value
$87.87K
H World Group Limited
HTHT
Shares Held
2K
Value
$59.21K
O'Reilly Automotive, Inc.
ORLY
Shares Held
2K
Value
$161.72K
Takeda Pharmaceutical Company Limited
TAK
Shares Held
1K
Value
$21.04K
Viatris Inc.
VTRS
Shares Held
1K
Value
$13.52K
DTE Energy Company
DTE
Shares Held
1K
Value
$192.83K
Visa Inc.
V
Shares Held
1K
Value
$457.57K
WEC Energy Group, Inc.
WEC
Shares Held
1K
Value
$153.32K
Genmab A/S
GMAB
Shares Held
1K
Value
$40.88K
MercadoLibre, Inc.
MELI
Shares Held
1K
Value
$3.09M
Merck & Co., Inc.
MRK
Shares Held
1K
Value
$110.60K
East West Bancorp, Inc.
EWBC
Shares Held
1K
Value
$138.07K
Snowflake Inc.
SNOW
Shares Held
1K
Value
$288.93K
Ladder Capital Corp
LADR
Shares Held
1K
Value
$13.58K
ON Semiconductor Corporation
ON
Shares Held
1K
Value
$61.14K
Stellantis N.V.
STLA
Shares Held
1K
Value
$11.41K
Coupang, Inc.
CPNG
Shares Held
1K
Value
$38.48K
DocuSign, Inc.
DOCU
Shares Held
1K
Value
$84.92K
Unity Software Inc.
U
Shares Held
1K
Value
$46.69K
Costco Wholesale Corporation
COST
Shares Held
1K
Value
$1.07M