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",
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  null,
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  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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46434V621

DGRO|46434V621

Shares:55.9K

Value:$3.5M

% of Portfolio:1.2% ($3.5M/$292.1M)

922908363

VOO|922908363

Shares:6.0K

Value:$3.1M

% of Portfolio:1.1% ($3.1M/$292.1M)

MERCADOLIBRE INC

MELI|58733R102

Shares:1.4K

Value:$2.8M

% of Portfolio:1.0% ($2.8M/$292.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:13.1K

Value:$2.8M

% of Portfolio:0.9% ($2.8M/$292.1M)

46641Q837

Shares:53.2K

Value:$2.7M

% of Portfolio:0.9% ($2.7M/$292.1M)

92204A207

Shares:11.6K

Value:$2.5M

% of Portfolio:0.9% ($2.5M/$292.1M)

Meta Platforms, Inc.

META|30303M102

Shares:4.2K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$292.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:9.7K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$292.1M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:4.5K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$292.1M)

Tesla, Inc.

TSLA|88160R101

Shares:8.7K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$292.1M)

3M CO

MMM|88579Y101

Shares:14.0K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$292.1M)

464288448

Shares:58.7K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$292.1M)

SHOPIFY INC.

SHOP|82509L107

Shares:18.2K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$292.1M)

Sea Ltd

SE|81141R100

Shares:13.3K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$292.1M)

464287721

Shares:12.1K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$292.1M)

14020G101

Shares:48.3K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$292.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.8K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$292.1M)

14020X104

Shares:51.4K

Value:$1.5M

% of Portfolio:0.5% ($1.5M/$292.1M)

316092402

Shares:54.8K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$292.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:2.8K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$292.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(DGROcusip46434V621)	55.9K	QoQ +8.22% (+4.2K) YoY +20.69% (+9.6K)	All Managers (Combined)	$3.5M	1.2% ($3.5M/$292.1M)	QoQ +8.99% (+$285.1K) YoY +28.43% (+$764.3K)
(VOOcusip922908363)	6.0K	QoQ -1.33% (-81) YoY +3.97% (+229)	All Managers (Combined)	$3.1M	1.1% ($3.1M/$292.1M)	QoQ -5.89% (-$192.5K) YoY +11.15% (+$308.6K)
MERCADOLIBRE INC(MELIcusip58733R102)	1.4K	QoQ -0.06% (-1) YoY +0.14% (+2)	All Managers (Combined)	$2.8M	1.0% ($2.8M/$292.1M)	QoQ +14.72% (-$358.0K) YoY +29.30% (+$632.0K)
AbbVie Inc.(ABBVcusip00287Y109)	13.1K	QoQ +0.02% (+3) YoY +7.65% (+934)	All Managers (Combined)	$2.8M	0.9% ($2.8M/$292.1M)	QoQ +17.93% (+$418.5K) YoY +23.85% (+$530.1K)
(cusip46641Q837)✕	53.2K	QoQ +29.65% (+12.2K) YoY -46.38% (-46.0K)	All Managers (Combined)	$2.7M	0.9% ($2.7M/$292.1M)	QoQ +30.31% (+$626.1K) YoY -46.19% (-$2.3M)
(cusip92204A207)✕	11.6K	QoQ +9.87% (+1.0K) YoY +20.92% (+2.0K)	All Managers (Combined)	$2.5M	0.9% ($2.5M/$292.1M)	QoQ +13.73% (+$307.4K) YoY +29.62% (+$581.7K)
Meta Platforms, Inc.(METAcusip30303M102)	4.2K	QoQ +2.98% (+122) YoY +6.30% (+250)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$292.1M)	QoQ +1.38% (+$33.1K) YoY +26.17% (+$503.6K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	9.7K	QoQ +0.04% (+4) YoY +6.51% (+594)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$292.1M)	QoQ +2.36% (+$55.1K) YoY +30.42% (+$556.0K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	4.5K	QoQ +0.04% (+2) YoY +3.81% (+164)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$292.1M)	QoQ +3.58% (+$80.8K) YoY +9.92% (+$210.9K)
Tesla, Inc.(TSLAcusip88160R101)	8.7K	QoQ +10.42% (-817) YoY +13.60% (+1.0K)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$292.1M)	QoQ -29.13% (-$922.5K) YoY +67.48% (+$904.0K)
3M CO(MMMcusip88579Y101)	14.0K	QoQ +1.33% (+185) YoY -7.49% (-1.1K)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$292.1M)	QoQ +15.28% (+$273.1K) YoY +28.07% (-$451.4K)
(cusip464288448)✕	58.7K	QoQ -0.52% (-311) YoY -1.33% (-794)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$292.1M)	QoQ +12.69% (-$205.3K) YoY +9.15% (-$152.8K)
SHOPIFY INC.(SHOPcusip82509L107)	18.2K	QoQ 0.00% (-0) YoY +20.03% (+3.0K)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$292.1M)	QoQ -10.20% (-$197.7K) YoY +48.51% (+$568.3K)
Sea Ltd(SEcusip81141R100)	13.3K	QoQ -0.09% (-12) YoY -0.35% (-47)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$292.1M)	QoQ +22.98% (-$324.2K) YoY +142.31% (-$1.0M)
(cusip464287721)✕	12.1K	QoQ +0.52% (-63) YoY +1.95% (+231)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$292.1M)	QoQ -11.50% (-$220.3K) YoY +6.01% (+$96.2K)
(cusip14020G101)✕	48.3K	QoQ +0.84% (-406) YoY +1.98% (+939)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$292.1M)	QoQ -7.07% (-$126.0K) YoY +9.18% (+$139.2K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.8K	QoQ -1.92% (-55) YoY +10.02% (+255)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$292.1M)	QoQ +17.49% (-$226.2K) YoY +42.08% (+$450.1K)
(cusip14020X104)✕	51.4K	QoQ +19.01% (+8.2K) YoY +48.71% (+16.8K)	All Managers (Combined)	$1.5M	0.5% ($1.5M/$292.1M)	QoQ +15.38% (+$194.1K) YoY +46.28% (+$460.4K)
(cusip316092402)✕	54.8K	QoQ +0.04% (+24) YoY +0.19% (-108)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$292.1M)	QoQ +7.22% (+$94.3K) YoY -1.04% (-$14.7K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.8K	QoQ -7.01% (-214) YoY -42.47% (-2.1K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$292.1M)	QoQ -14.72% (-$229.6K) YoY -39.24% (-$859.4K)