Financial-Perspectives

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PINS",
  "SE",
  "FIBK",
  "SPSC",
  "PIPR",
  "FLEX",
  "MPWR",
  "RNG",
  "ARGX",
  null,
  "ASB",
  null,
  "OSK",
  "AAL",
  "BEP",
  "QTWO",
  "FROG",
  "EXAS",
  "BNT",
  "HUM",
  "BEPC",
  "BCE",
  null,
  "SNOW",
  "MU",
  null,
  "PATK",
  null,
  "FNDF",
  "FNDA",
  "ACN",
  "OTTR",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  null,
  "KTB",
  "VONG",
  "ALL",
  "GOOGL",
  "VDE",
  "ASIX",
  null,
  "VTS",
  null,
  null,
  "AXP",
  "UNIT",
  null,
  "ASAN",
  "ACT",
  null,
  "APOG",
  null,
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BILI",
  "BLK",
  null,
  null,
  "CAT",
  "AVGO",
  null,
  "LOW",
  null,
  "CP.TO",
  "FCPT",
  "GMAB",
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CRON",
  null,
  null,
  null,
  "DBEF",
  "CCI",
  "JMIA",
  null,
  null,
  "DEA",
  "NICE",
  "EDIT",
  "NLOP",
  "EFC",
  "RUM",
  "QS",
  "PII",
  "FUN",
  null,
  "EOG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "U",
  "STNE",
  null,
  "CRESY",
  "PNR",
  "LOGI",
  null,
  "MMYT",
  null,
  "FITB",
  null,
  null,
  "GD",
  "GILD",
  "ALEX",
  "GIS",
  "HON",
  "HD",
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  "CELU",
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  "HPQ",
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  "SSKN",
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  "SNCY",
  "SRDX",
  "UHAL",
  null,
  null,
  null,
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  null,
  null,
  null,
  "ASG",
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  null,
  null,
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  null,
  "LIN",
  null,
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  null,
  null,
  null,
  "EDD",
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  "MDLZ",
  "MS",
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  "EXC",
  "ETSY",
  null,
  "FIS",
  null,
  "FYBR",
  "GE",
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  null,
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  "INCY",
  "HAS",
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  "NVS",
  "TEVA",
  "NU",
  null,
  "ILMN",
  "ORLY",
  "ADM",
  "DLN",
  "ALK",
  "BX",
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  "FAST",
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  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  null,
  null,
  null,
  "VHT",
  "DOC",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  "IRM",
  "IEMG",
  "IJK",
  null,
  "IVV",
  "PBR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "OGN",
  "WOLF",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
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  "AMGN",
  "MAS",
  "MSTR",
  "PARA",
  "PPG",
  "REGN",
  "ROK",
  "SLVM",
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
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  "O",
  "ROST",
  "RIO",
  "RTX",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  "SPYG",
  "BP",
  "AMT",
  "RSG",
  "IBM",
  "SSNC",
  "SBUX",
  "ERIC",
  "TEL",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "UBS",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "LAZR",
  "MET",
  "UHAL-B",
  "DTM",
  "VXF",
  "AGNC",
  "RCL",
  "VOE",
  "OGE",
  "MRNA",
  "EWBC",
  "ALC",
  null,
  null,
  null,
  "PNW",
  "VWO",
  "SUPN",
  "VSS",
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  "NGG",
  "VIG",
  "TTE",
  "TOST",
  null,
  "NXT",
  "FTHY",
  "IWO",
  "PTON",
  "SKX",
  "SU",
  "WY",
  "GMED",
  "IWN",
  "PATH",
  "SNY",
  null,
  "TSM",
  "LRN",
  "GSK",
  null,
  null,
  "BN.TO",
  null,
  "VYM",
  "DD",
  null,
  "GRAL",
  "K",
  "EW",
  "TT",
  "GTN",
  "SRPT",
  "ST",
  "LITE",
  "MAT",
  "SWX",
  "VNT",
  "GM",
  "ACGL",
  "ALB",
  "AFL",
  "AXON",
  "AMD",
  "SONY",
  "ALLE",
  "VFC",
  "EL",
  "FI",
  "CHN",
  "DRI",
  "WAB",
  "IP",
  "F",
  "WEC",
  "DEO",
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  "IWP",
  "IWR",
  "IR",
  "NCLH",
  null,
  null,
  "AEP",
  null,
  "ES",
  "GILT",
  "HTHT",
  null,
  "IFF",
  "PCYO",
  "BIPC",
  "UA",
  "PEG",
  "NVO",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  "NIO",
  "IVE",
  "LCID",
  null,
  "PFG",
  null,
  null,
  "PLUG",
  "LI",
  null,
  "AL",
  "KD",
  null,
  null,
  null,
  null,
  null,
  "NWSA",
  "HDB",
  "NTES",
  null,
  null,
  null,
  "HBAN",
  "PDD",
  null,
  "DKNG",
  "VEU",
  null,
  "VGT",
  "USB",
  "VUG",
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  "VYMI",
  "VALE",
  "VXUS",
  "VOOG",
  "VTWO",
  "VBK",
  "VTEB",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VTV",
  "VEEV",
  "VTRS",
  "V",
  "VST",
  "W",
  "WBD",
  "WMT",
  "WBA",
  null,
  "WDC",
  "WFC",
  "WST",
  "WELL",
  "HOWL",
  "WHR",
  "WMB",
  null,
  null,
  "WDS",
  "KLG",
  "XPEV",
  "XEL",
  "WDAY",
  null,
  "IUSG",
  "ZIMV",
  "SOLV",
  null,
  "LNT",
  "DTE",
  "AVNS",
  "NXST",
  "POST",
  "FOXA",
  "CNQ",
  "SCHD",
  "SOFI",
  "DVY",
  null,
  "SCHA",
  "JD",
  "LADR",
  null,
  "NOK",
  "LUMN",
  null,
  "NXPI",
  "MOH",
  "MFC",
  null,
  "SO",
  "TAK",
  "TTD",
  "ON",
  "SJM",
  "TDOC",
  "TGNA",
  "OKTA",
  "OTIS",
  "ONL",
  "SW",
  "PSX",
  "TCOM",
  "CRM",
  "PENN",
  "RPRX",
  "RBLX",
  "RBRK",
  "ORI",
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "HBI",
  null,
  "IUSV",
  "GEV",
  "MELI",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  null,
  "NVT",
  "SPCE",
  "IRTC",
  "ESGU",
  "PSA",
  "FDX",
  null,
  "STLA",
  null,
  "STE",
  "KMB",
  "LULU",
  "AN",
  "AVA",
  "BAC",
  "BNS",
  "BMO",
  "BRK-B",
  "BDX",
  "BRBR",
  null,
  "BHP",
  "BKH",
  "BA",
  null,
  "OWL",
  "BMY",
  "BTI",
  "BBU",
  "BC",
  "BBUC",
  "BF-A",
  "BIP",
  "BLDR",
  "BAM.TO",
  "BG",
  "CARR",
  "CCL",
  "CE",
  "CSR",
  "CVE",
  "CNP",
  "CHGG",
  "CVX",
  "CHTR",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CME",
  "COKE",
  "KO",
  "CCEP",
  "COIN",
  "CMCSA",
  "CTSH",
  "COP",
  "STZ",
  "CEG",
  "COST",
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  "CPNG",
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  "CRWD",
  "CVS",
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  "DAY",
  "DE",
  "DAL",
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  "DCI",
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  "IJT",
  null,
  "IJJ",
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  "VOD",
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  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-18
Total Holdings: 724
Total Value: 292102660
Accession Number: 0002003287-25-000003
Form Type: 13F-HR
CIK: financial-perspectives
Manager Name: Financial-Perspectives

Data Enrichment

78% identified

567 identified157 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

724 positions • $292.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 37

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PROCTER & GAMBLE Co

PG|742718109

Shares:684

Value:$116.6K

% of Portfolio:0.0% ($116.6K/$292.1M)

EAST WEST BANCORP INC

EWBC|27579R104

Shares:1.3K

Value:$116.4K

% of Portfolio:0.0% ($116.4K/$292.1M)

46435G425

ESGU|46435G425

Shares:954

Value:$116.3K

% of Portfolio:0.0% ($116.3K/$292.1M)

G3643J108

Shares:517

Value:$114.5K

% of Portfolio:0.0% ($114.5K/$292.1M)

14019W109

Shares:4.7K

Value:$114.0K

% of Portfolio:0.0% ($114.0K/$292.1M)

General Motors Co

GM|37045V100

Shares:2.4K

Value:$113.5K

% of Portfolio:0.0% ($113.5K/$292.1M)

DELTA AIR LINES, INC.

DAL|247361702

Shares:2.6K

Value:$112.9K

% of Portfolio:0.0% ($112.9K/$292.1M)

46429B697

USMV|46429B697

Shares:1.2K

Value:$111.5K

% of Portfolio:0.0% ($111.5K/$292.1M)

464288307

Shares:1.6K

Value:$110.9K

% of Portfolio:0.0% ($110.9K/$292.1M)

464288570

Shares:1.1K

Value:$110.4K

% of Portfolio:0.0% ($110.4K/$292.1M)

FORD MOTOR CO

F|345370860

Shares:10.4K

Value:$104.8K

% of Portfolio:0.0% ($104.8K/$292.1M)

UNION PACIFIC CORP

UNP|907818108

Shares:431

Value:$101.7K

% of Portfolio:0.0% ($101.7K/$292.1M)

INTEL CORP

INTC|458140100

Shares:4.4K

Value:$101.0K

% of Portfolio:0.0% ($101.0K/$292.1M)

Brookfield Renewable Corp

BEPC|11285B108

Shares:3.6K

Value:$100.8K

% of Portfolio:0.0% ($100.8K/$292.1M)

NICE Ltd.

NICE|653656108

Shares:635

Value:$97.9K

% of Portfolio:0.0% ($97.9K/$292.1M)

MCKESSON CORP

MCK|58155Q103

Shares:143

Value:$96.2K

% of Portfolio:0.0% ($96.2K/$292.1M)

LINDE PLC

LIN|G54950103

Shares:205

Value:$95.5K

% of Portfolio:0.0% ($95.5K/$292.1M)

00214Q302

Shares:4.6K

Value:$94.5K

% of Portfolio:0.0% ($94.5K/$292.1M)

464287499

IWR|464287499

Shares:1.1K

Value:$92.3K

% of Portfolio:0.0% ($92.3K/$292.1M)

464287408

IVE|464287408

Shares:481

Value:$91.7K

% of Portfolio:0.0% ($91.7K/$292.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROCTER & GAMBLE Co(PGcusip742718109)	684	QoQ -15.55% (-126) YoY +1.18% (+8)	All Managers (Combined)	$116.6K	0.0% ($116.6K/$292.1M)	QoQ -14.10% (-$19.1K) YoY +6.30% (+$6.9K)
EAST WEST BANCORP INC(EWBCcusip27579R104)	1.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$116.4K	0.0% ($116.4K/$292.1M)	QoQ -6.26% (-$7.8K) YoY +13.46% (+$13.8K)
(ESGUcusip46435G425)	954	QoQ 0.00% (-0) YoY +0.10% (+1)	All Managers (Combined)	$116.3K	0.0% ($116.3K/$292.1M)	QoQ -5.34% (-$6.6K) YoY +6.13% (+$6.7K)
(cusipG3643J108)✕	517	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$114.5K	0.0% ($114.5K/$292.1M)	QoQ -14.62% (-$19.6K) YoY +12.18% (+$12.4K)
(cusip14019W109)✕	4.7K	QoQ -6.71% (-335) YoY -25.73% (-1.6K)	All Managers (Combined)	$114.0K	0.0% ($114.0K/$292.1M)	QoQ -7.43% (-$9.1K) YoY -29.47% (-$47.6K)
General Motors Co(GMcusip37045V100)	2.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$113.5K	0.0% ($113.5K/$292.1M)	QoQ -11.71% (-$15.1K) YoY +3.70% (+$4.1K)
DELTA AIR LINES, INC.(DALcusip247361702)	2.6K	QoQ +0.03% (-1) YoY -2.99% (-80)	All Managers (Combined)	$112.9K	0.0% ($112.9K/$292.1M)	QoQ -27.91% (-$43.7K) YoY -11.66% (-$14.9K)
(USMVcusip46429B697)	1.2K	QoQ +24.84% (+237) YoY +47.40% (+383)	All Managers (Combined)	$111.5K	0.0% ($111.5K/$292.1M)	QoQ +31.58% (+$26.8K) YoY +65.20% (+$44.0K)
(cusip464288307)✕	1.6K	QoQ +11.72% (+163) YoY +12.37% (+171)	All Managers (Combined)	$110.9K	0.0% ($110.9K/$292.1M)	QoQ +5.62% (+$5.9K) YoY +13.59% (+$13.3K)
(cusip464288570)✕	1.1K	QoQ +35.25% (+281) YoY +36.45% (+288)	All Managers (Combined)	$110.4K	0.0% ($110.4K/$292.1M)	QoQ +25.62% (+$22.5K) YoY +38.51% (+$30.7K)
FORD MOTOR CO(Fcusip345370860)	10.4K	QoQ +0.15% (+16) YoY -2.99% (-323)	All Managers (Combined)	$104.8K	0.0% ($104.8K/$292.1M)	QoQ +1.46% (+$1.5K) YoY -26.73% (-$38.2K)
UNION PACIFIC CORP(UNPcusip907818108)	431	QoQ +0.46% (+2) YoY +1.41% (-6)	All Managers (Combined)	$101.7K	0.0% ($101.7K/$292.1M)	QoQ +3.94% (+$3.9K) YoY -2.66% (-$2.8K)
INTEL CORP(INTCcusip458140100)	4.4K	QoQ -8.25% (-400) YoY -32.63% (-2.2K)	All Managers (Combined)	$101.0K	0.0% ($101.0K/$292.1M)	QoQ +3.92% (-$3.8K) YoY -65.36% (-$190.7K)
Brookfield Renewable Corp(BEPCcusip11285B108)	3.6K	QoQ 0.00% (+0) YoY NEW(+3.6K)	All Managers (Combined)	$100.8K	0.0% ($100.8K/$292.1M)	QoQ +0.93% (+$939) YoY NEW(+$100.8K)
NICE Ltd.(NICEcusip653656108)	635	QoQ 0.00% (-0) YoY +31.46% (-152)	All Managers (Combined)	$97.9K	0.0% ($97.9K/$292.1M)	QoQ -9.22% (-$10.0K) YoY -22.23% (-$28.0K)
MCKESSON CORP(MCKcusip58155Q103)	143	QoQ 0.00% (+0) YoY +17.21% (+21)	All Managers (Combined)	$96.2K	0.0% ($96.2K/$292.1M)	QoQ +18.08% (+$14.7K) YoY +46.93% (+$30.7K)
LINDE PLC(LINcusipG54950103)	205	QoQ 0.00% (+0) YoY +6.21% (+12)	All Managers (Combined)	$95.5K	0.0% ($95.5K/$292.1M)	QoQ +11.21% (+$9.6K) YoY +6.51% (+$5.8K)
(cusip00214Q302)✕	4.6K	QoQ -8.09% (-401) YoY -36.18% (-2.6K)	All Managers (Combined)	$94.5K	0.0% ($94.5K/$292.1M)	QoQ -18.97% (-$22.1K) YoY -53.94% (-$110.6K)
(IWRcusip464287499)	1.1K	QoQ 0.00% (-0) YoY +1.02% (+11)	All Managers (Combined)	$92.3K	0.0% ($92.3K/$292.1M)	QoQ -3.76% (-$3.6K) YoY +2.20% (+$2.0K)
(IVEcusip464287408)	481	QoQ +0.41% (+2) YoY +1.90% (+9)	All Managers (Combined)	$91.7K	0.0% ($91.7K/$292.1M)	QoQ +0.23% (+$213) YoY +4.07% (+$3.6K)