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,
  "BSX",
  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",
  "BIVI",
  "CELU",
  "CPHC",
  "HPQ",
  "BRSP",
  null,
  "AZN",
  null,
  "MCD",
  "RPM",
  "FMX",
  null,
  "FE",
  "UNP",
  "QCOM",
  null,
  "SCCO",
  "ISRG",
  null,
  null,
  null,
  null,
  "EMXC",
  null,
  "GOF",
  "HMC",
  "HWM",
  "LEN",
  "ITW",
  null,
  "IDA",
  "AMAT",
  "RIVN",
  null,
  "EMR",
  "META",
  null,
  null,
  null,
  "MSB",
  "IQI",
  "IIM",
  "NEUE",
  "IVW",
  null,
  "PAGS",
  "PAM",
  "IJH",
  null,
  "POCI",
  null,
  null,
  null,
  "SSKN",
  "UIS",
  "SNCY",
  "SRDX",
  "UHAL",
  null,
  null,
  null,
  "PDX",
  "PMX",
  null,
  null,
  null,
  "ASG",
  "KMI",
  null,
  null,
  "LRCX",
  "IWS",
  null,
  "LIN",
  null,
  "BWG",
  null,
  null,
  null,
  "EDD",
  "MMC",
  "HYI",
  "MRVL",
  "SILA",
  "MA",
  "PODD",
  "UI",
  "MDT",
  "ALE",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "DXC",
  "EPR",
  "EXC",
  "ETSY",
  null,
  "FIS",
  null,
  "FYBR",
  "GE",
  "THG",
  null,
  "ICUI",
  "INCY",
  "HAS",
  "HRL",
  "NVS",
  "TEVA",
  "NU",
  null,
  "ILMN",
  "ORLY",
  "ADM",
  "DLN",
  "ALK",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "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",
  "MKC",
  "MDB",
  "AMGN",
  "MAS",
  "MSTR",
  "PARA",
  "PPG",
  "REGN",
  "ROK",
  "SLVM",
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "SRE",
  "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",
  "WM",
  "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",
  "VEA",
  "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",
  "CTVA",
  "CPNG",
  "CROX",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "CYRX",
  "DELL",
  "DAY",
  "DE",
  "DAL",
  "DXCM",
  "DLR",
  "DOCU",
  "DOCN",
  "DCI",
  "DPZ",
  "RSP",
  "EWJ",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "VOD",
  "USMV",
  "NEE",
  "NKE",
  "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

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XPENG INC.

XPEV|98422D105

Shares:4.4K

Value:$91.1K

% of Portfolio:0.0% ($91.1K/$292.1M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:3.2K

Value:$91.1K

% of Portfolio:0.0% ($91.1K/$292.1M)

Salesforce, Inc.

CRM|79466L302

Shares:327

Value:$87.8K

% of Portfolio:0.0% ($87.8K/$292.1M)

Cloudflare, Inc.

NET|18915M107

Shares:778

Value:$87.7K

% of Portfolio:0.0% ($87.7K/$292.1M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:362

Value:$87.7K

% of Portfolio:0.0% ($87.7K/$292.1M)

ROYAL CARIBBEAN CRUISES LTD

RCL|V7780T103

Shares:425

Value:$87.3K

% of Portfolio:0.0% ($87.3K/$292.1M)

464288810

Shares:1.4K

Value:$87.0K

% of Portfolio:0.0% ($87.0K/$292.1M)

HANOVER INSURANCE GROUP, INC.

THG|410867105

Shares:500

Value:$87.0K

% of Portfolio:0.0% ($87.0K/$292.1M)

LOWES COMPANIES INC

LOW|548661107

Shares:370

Value:$86.3K

% of Portfolio:0.0% ($86.3K/$292.1M)

ARGENX SE

ARGX|04016X101

Shares:145

Value:$85.8K

% of Portfolio:0.0% ($85.8K/$292.1M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:1.2K

Value:$84.9K

% of Portfolio:0.0% ($84.9K/$292.1M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:493

Value:$84.9K

% of Portfolio:0.0% ($84.9K/$292.1M)

00214Q708

Shares:2.6K

Value:$84.9K

% of Portfolio:0.0% ($84.9K/$292.1M)

81369Y605

Shares:1.7K

Value:$83.7K

% of Portfolio:0.0% ($83.7K/$292.1M)

316092857

Shares:3.0K

Value:$83.6K

% of Portfolio:0.0% ($83.6K/$292.1M)

Otter Tail Corp

OTTR|689648103

Shares:1.0K

Value:$83.3K

% of Portfolio:0.0% ($83.3K/$292.1M)

CRISPR Therapeutics AG

CRSP|H17182108

Shares:2.4K

Value:$82.4K

% of Portfolio:0.0% ($82.4K/$292.1M)

DOCUSIGN, INC.

DOCU|256163106

Shares:966

Value:$79.9K

% of Portfolio:0.0% ($79.9K/$292.1M)

78464A201

Shares:961

Value:$79.8K

% of Portfolio:0.0% ($79.8K/$292.1M)

PIMCO Dynamic Income Strategy Fund

PDX|69346N107

Shares:3.2K

Value:$79.5K

% of Portfolio:0.0% ($79.5K/$292.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
XPENG INC.(XPEVcusip98422D105)	4.4K	QoQ -0.04% (-2) YoY -45.36% (-3.7K)	All Managers (Combined)	$91.1K	0.0% ($91.1K/$292.1M)	QoQ +75.29% (-$39.2K) YoY +47.46% (-$29.3K)
KINDER MORGAN, INC.(KMIcusip49456B101)	3.2K	QoQ 0.00% (+0) YoY +2883.17% (+3.1K)	All Managers (Combined)	$91.1K	0.0% ($91.1K/$292.1M)	QoQ +4.12% (+$3.6K) YoY +4548.44% (+$89.1K)
Salesforce, Inc.(CRMcusip79466L302)	327	QoQ 0.00% (-0) YoY +336.00% (+252)	All Managers (Combined)	$87.8K	0.0% ($87.8K/$292.1M)	QoQ -19.69% (-$21.5K) YoY +288.64% (+$65.2K)
Cloudflare, Inc.(NETcusip18915M107)	778	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$87.7K	0.0% ($87.7K/$292.1M)	QoQ +4.65% (+$3.9K) YoY +16.37% (+$12.3K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	362	QoQ 0.00% (+0) YoY +2029.41% (+345)	All Managers (Combined)	$87.7K	0.0% ($87.7K/$292.1M)	QoQ +20.37% (+$14.8K) YoY +2593.97% (+$84.4K)
ROYAL CARIBBEAN CRUISES LTD(RCLcusipV7780T103)	425	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$87.3K	0.0% ($87.3K/$292.1M)	QoQ -10.94% (-$10.7K) YoY +47.80% (+$28.2K)
(cusip464288810)✕	1.4K	QoQ 0.00% (+0) YoY +0.13% (+2)	All Managers (Combined)	$87.0K	0.0% ($87.0K/$292.1M)	QoQ +3.16% (+$2.7K) YoY +2.83% (+$2.4K)
HANOVER INSURANCE GROUP, INC.(THGcusip410867105)	500	QoQ 0.00% (+0) YoY -24.35% (-161)	All Managers (Combined)	$87.0K	0.0% ($87.0K/$292.1M)	QoQ +12.47% (+$9.6K) YoY -3.36% (-$3.0K)
LOWES COMPANIES INC(LOWcusip548661107)	370	QoQ 0.00% (-0) YoY +13.84% (+45)	All Managers (Combined)	$86.3K	0.0% ($86.3K/$292.1M)	QoQ -5.49% (-$5.0K) YoY +4.23% (+$3.5K)
ARGENX SE(ARGXcusip04016X101)	145	QoQ 0.00% (-0) YoY +39.42% (+41)	All Managers (Combined)	$85.8K	0.0% ($85.8K/$292.1M)	QoQ -3.76% (-$3.4K) YoY +109.58% (+$44.9K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	1.2K	QoQ -15.07% (-210) YoY +17.01% (+172)	All Managers (Combined)	$84.9K	0.0% ($84.9K/$292.1M)	QoQ -13.19% (-$12.9K) YoY +44.91% (+$26.3K)
Coinbase Global, Inc.(COINcusip19260Q107)	493	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$84.9K	0.0% ($84.9K/$292.1M)	QoQ -30.63% (-$37.5K) YoY -35.03% (-$45.8K)
(cusip00214Q708)✕	2.6K	QoQ -4.05% (-108) YoY -52.36% (-2.8K)	All Managers (Combined)	$84.9K	0.0% ($84.9K/$292.1M)	QoQ -13.87% (-$13.7K) YoY -47.76% (-$77.6K)
(cusip81369Y605)✕	1.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$83.7K	0.0% ($83.7K/$292.1M)	QoQ +3.06% (+$2.5K) YoY +18.25% (+$12.9K)
(cusip316092857)✕	3.0K	QoQ +0.92% (+28) YoY +3.53% (+104)	All Managers (Combined)	$83.6K	0.0% ($83.6K/$292.1M)	QoQ +2.61% (+$2.1K) YoY +9.00% (+$6.9K)
Otter Tail Corp(OTTRcusip689648103)	1.0K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$83.3K	0.0% ($83.3K/$292.1M)	QoQ +8.84% (+$6.8K) YoY -6.97% (-$6.2K)
CRISPR Therapeutics AG(CRSPcusipH17182108)	2.4K	QoQ -0.53% (-13) YoY -0.53% (-13)	All Managers (Combined)	$82.4K	0.0% ($82.4K/$292.1M)	QoQ -13.54% (-$12.9K) YoY -50.07% (-$82.7K)
DOCUSIGN, INC.(DOCUcusip256163106)	966	QoQ -1.52% (-15) YoY -1.52% (-15)	All Managers (Combined)	$79.9K	0.0% ($79.9K/$292.1M)	QoQ -9.49% (-$8.4K) YoY +36.69% (-$21.4K)
(cusip78464A201)✕	961	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$79.8K	0.0% ($79.8K/$292.1M)	QoQ -8.13% (-$7.1K) YoY -4.84% (-$4.1K)
PIMCO Dynamic Income Strategy Fund(PDXcusip69346N107)	3.2K	QoQ 0.00% (-0) YoY NEW(+3.2K)	All Managers (Combined)	$79.5K	0.0% ($79.5K/$292.1M)	QoQ -6.08% (-$5.2K) YoY NEW(+$79.5K)