FINANCIAL PERSPECTIVES, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ALE | 830 | $55.11K |
 | DE | 793 | $362.61K |
 | NET | 778 | $166.95K |
 | SOFI | 775 | $20.48K |
 | RUM | 772 | $5.59K |
 | AVA | 768 | $29.04K |
 | XEL | 767 | $61.87K |
 | CEG | 750 | $246.80K |
 | PANW | 732 | $149.05K |
 | CVS | 708 | $53.37K |
 | VFC | 700 | $10.10K |
 | FAST | 699 | $34.29K |
 | MDB | 697 | $216.34K |
 | DOC | 688 | $13.17K |
 | BG | 685 | $55.66K |
 | BP | 680 | $23.43K |
 | LLY | 678 | $517.31K |
 | SSNC | 670 | $59.47K |
 | BC | 645 | $40.79K |
 | TEAM | 643 | $102.69K |
ALLETE, Inc.
ALE
Shares Held
830
Value
$55.11K
Deere & Company
DE
Shares Held
793
Value
$362.61K
Cloudflare, Inc.
NET
Shares Held
778
Value
$166.95K
SoFi Technologies, Inc.
SOFI
Shares Held
775
Value
$20.48K
Rumble Inc.
RUM
Shares Held
772
Value
$5.59K
Avista Corporation
AVA
Shares Held
768
Value
$29.04K
Xcel Energy Inc.
XEL
Shares Held
767
Value
$61.87K
Constellation Energy Corporation
CEG
Shares Held
750
Value
$246.80K
Palo Alto Networks, Inc.
PANW
Shares Held
732
Value
$149.05K
CVS Health Corporation
CVS
Shares Held
708
Value
$53.37K
V.F. Corporation
VFC
Shares Held
700
Value
$10.10K
Fastenal Company
FAST
Shares Held
699
Value
$34.29K
MongoDB, Inc.
MDB
Shares Held
697
Value
$216.34K
Healthpeak Properties, Inc.
DOC
Shares Held
688
Value
$13.17K
Bunge Global S.A.
BG
Shares Held
685
Value
$55.66K
BP p.l.c.
BP
Shares Held
680
Value
$23.43K
Eli Lilly and Company
LLY
Shares Held
678
Value
$517.31K
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
670
Value
$59.47K
Brunswick Corporation
BC
Shares Held
645
Value
$40.79K
Atlassian Corporation
TEAM
Shares Held
643
Value
$102.69K