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,
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  null,
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  "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",
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  null,
  "EOG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "U",
  "STNE",
  null,
  "CRESY",
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  "LOGI",
  null,
  "MMYT",
  null,
  "FITB",
  null,
  null,
  "GD",
  "GILD",
  "ALEX",
  "GIS",
  "HON",
  "HD",
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  "CELU",
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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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  "SRDX",
  "UHAL",
  null,
  null,
  null,
  "PDX",
  "PMX",
  null,
  null,
  null,
  "ASG",
  "KMI",
  null,
  null,
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  null,
  "LIN",
  null,
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  null,
  null,
  null,
  "EDD",
  "MMC",
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  "MA",
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  "UI",
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  "ALE",
  "MSFT",
  "MDLZ",
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  "DXC",
  "EPR",
  "EXC",
  "ETSY",
  null,
  "FIS",
  null,
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  "GE",
  "THG",
  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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  "AMP",
  "FAST",
  "DG",
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  "EFG",
  "ANET",
  "KKR",
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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",
  "MKC",
  "MDB",
  "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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  "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",
  "CTVA",
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  "CRWD",
  "CVS",
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  "DE",
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  "DOCU",
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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",
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  "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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ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:2.5K

Value:$257.4K

% of Portfolio:0.1% ($257.4K/$292.1M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:4.1K

Value:$255.7K

% of Portfolio:0.1% ($255.7K/$292.1M)

ASSOCIATED BANC-CORP

ASB|045487105

Shares:11.2K

Value:$253.3K

% of Portfolio:0.1% ($253.3K/$292.1M)

922908595

VBK|922908595

Shares:1.0K

Value:$253.0K

% of Portfolio:0.1% ($253.0K/$292.1M)

464287465

EFA|464287465

Shares:3.0K

Value:$248.1K

% of Portfolio:0.1% ($248.1K/$292.1M)

Solventum Corp

SOLV|83444M101

Shares:3.1K

Value:$239.2K

% of Portfolio:0.1% ($239.2K/$292.1M)

464287879

Shares:2.4K

Value:$230.0K

% of Portfolio:0.1% ($230.0K/$292.1M)

SPDR GOLD TRUST

GLD|78463V107

Shares:798

Value:$229.9K

% of Portfolio:0.1% ($229.9K/$292.1M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:459

Value:$228.6K

% of Portfolio:0.1% ($228.6K/$292.1M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:987

Value:$228.5K

% of Portfolio:0.1% ($228.5K/$292.1M)

464288646

Shares:4.3K

Value:$224.8K

% of Portfolio:0.1% ($224.8K/$292.1M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:749

Value:$215.9K

% of Portfolio:0.1% ($215.9K/$292.1M)

46641Q332

Shares:3.8K

Value:$214.9K

% of Portfolio:0.1% ($214.9K/$292.1M)

316092840

Shares:4.3K

Value:$213.6K

% of Portfolio:0.1% ($213.6K/$292.1M)

315948109

Shares:2.8K

Value:$205.0K

% of Portfolio:0.1% ($205.0K/$292.1M)

ECOLAB INC.

ECL|278865100

Shares:804

Value:$203.9K

% of Portfolio:0.1% ($203.9K/$292.1M)

46434V878

Shares:4.0K

Value:$200.8K

% of Portfolio:0.1% ($200.8K/$292.1M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:2.4K

Value:$200.4K

% of Portfolio:0.1% ($200.4K/$292.1M)

PEPSICO INC

PEP|713448108

Shares:1.3K

Value:$199.9K

% of Portfolio:0.1% ($199.9K/$292.1M)

922908538

VOT|922908538

Shares:812

Value:$198.6K

% of Portfolio:0.1% ($198.6K/$292.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	2.5K	QoQ 0.00% (-0) YoY +18.55% (-392)	All Managers (Combined)	$257.4K	0.1% ($257.4K/$292.1M)	QoQ -14.94% (-$45.2K) YoY -32.51% (-$124.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	4.1K	QoQ -30.28% (-1.8K) YoY -34.31% (-2.2K)	All Managers (Combined)	$255.7K	0.1% ($255.7K/$292.1M)	QoQ -27.32% (-$96.2K) YoY -18.78% (-$59.2K)
ASSOCIATED BANC-CORP(ASBcusip045487105)	11.2K	QoQ -4.98% (-590) YoY -2.09% (-241)	All Managers (Combined)	$253.3K	0.1% ($253.3K/$292.1M)	QoQ -10.42% (-$29.5K) YoY +2.54% (-$6.3K)
(VBKcusip922908595)	1.0K	QoQ +17.68% (+151) YoY +132.63% (+573)	All Managers (Combined)	$253.0K	0.1% ($253.0K/$292.1M)	QoQ +5.81% (+$13.9K) YoY +124.41% (+$140.3K)
(EFAcusip464287465)	3.0K	QoQ 0.00% (+0) YoY +2.74% (+81)	All Managers (Combined)	$248.1K	0.1% ($248.1K/$292.1M)	QoQ +8.09% (+$18.6K) YoY +5.17% (+$12.2K)
Solventum Corp(SOLVcusip83444M101)	3.1K	QoQ +1.48% (+46) YoY NEW(+3.1K)	All Managers (Combined)	$239.2K	0.1% ($239.2K/$292.1M)	QoQ +16.81% (+$34.4K) YoY NEW(+$239.2K)
(cusip464287879)✕	2.4K	QoQ -11.21% (-298) YoY -10.23% (-269)	All Managers (Combined)	$230.0K	0.1% ($230.0K/$292.1M)	QoQ -20.30% (-$58.6K) YoY -14.85% (-$40.1K)
SPDR GOLD TRUST(GLDcusip78463V107)	798	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$229.9K	0.1% ($229.9K/$292.1M)	QoQ +19.00% (+$36.7K) YoY +40.06% (+$65.8K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	459	QoQ 0.00% (-0) YoY +119.61% (+250)	All Managers (Combined)	$228.6K	0.1% ($228.6K/$292.1M)	QoQ -4.34% (-$10.4K) YoY +87.99% (+$107.0K)
WASTE MANAGEMENT INC(WMcusip94106L109)	987	QoQ 0.00% (+0) YoY +43.66% (+300)	All Managers (Combined)	$228.5K	0.1% ($228.5K/$292.1M)	QoQ +14.72% (+$29.3K) YoY +56.04% (+$82.1K)
(cusip464288646)✕	4.3K	QoQ -1.96% (-86) YoY -1.24% (-54)	All Managers (Combined)	$224.8K	0.1% ($224.8K/$292.1M)	QoQ -0.68% (-$1.5K) YoY +0.84% (-$1.9K)
MICROSTRATEGY Inc(MSTRcusip594972408)	749	QoQ +348.50% (+582) YoY NEW(+749)	All Managers (Combined)	$215.9K	0.1% ($215.9K/$292.1M)	QoQ +346.40% (+$167.5K) YoY NEW(+$215.9K)
(cusip46641Q332)✕	3.8K	QoQ +1.18% (+44) YoY +11.17% (+378)	All Managers (Combined)	$214.9K	0.1% ($214.9K/$292.1M)	QoQ +0.48% (+$1.0K) YoY +9.77% (+$19.1K)
(cusip316092840)✕	4.3K	QoQ +28.04% (+943) YoY NEW(+4.3K)	All Managers (Combined)	$213.6K	0.1% ($213.6K/$292.1M)	QoQ +27.15% (+$45.6K) YoY NEW(+$213.6K)
(cusip315948109)✕	2.8K	QoQ +7.39% (-196) YoY NEW(+2.8K)	All Managers (Combined)	$205.0K	0.1% ($205.0K/$292.1M)	QoQ -5.25% (-$11.4K) YoY NEW(+$205.0K)
ECOLAB INC.(ECLcusip278865100)	804	QoQ +0.24% (+2) YoY +5.65% (+43)	All Managers (Combined)	$203.9K	0.1% ($203.9K/$292.1M)	QoQ +8.46% (+$15.9K) YoY +15.96% (+$28.1K)
(cusip46434V878)✕	4.0K	QoQ +0.55% (+22) YoY +3.85% (+147)	All Managers (Combined)	$200.8K	0.1% ($200.8K/$292.1M)	QoQ +1.09% (+$2.2K) YoY +4.14% (+$8.0K)
Palantir Technologies Inc.(PLTRcusip69608A108)	2.4K	QoQ 0.00% (+0) YoY +9.19% (+200)	All Managers (Combined)	$200.4K	0.1% ($200.4K/$292.1M)	QoQ +11.59% (+$20.8K) YoY +300.52% (+$150.4K)
PEPSICO INC(PEPcusip713448108)	1.3K	QoQ -4.71% (-66) YoY +2.69% (-35)	All Managers (Combined)	$199.9K	0.1% ($199.9K/$292.1M)	QoQ -6.05% (-$12.9K) YoY -12.02% (-$27.3K)
(VOTcusip922908538)	812	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$198.6K	0.1% ($198.6K/$292.1M)	QoQ -3.58% (-$7.4K) YoY +3.75% (+$7.2K)