Sponsored

The Analysis of PERSPECTIVE WEALTH ADVISORS LLC's Holdings & P&L

Currently, PERSPECTIVE WEALTH ADVISORS LLC holds 55 types of securities in its portfolio with a total value $154.2M. In the most recent quarter, they have increased their positions in SPY (+3.9K shares, valued at $2.5M), IDMO (+44.7K shares, valued at $2.4M), SJNK (+95.1K shares, valued at $2.4M); decreased their positions in VIGI (-22.8K shares, valued at $2.0M), DGRW (-2.6K shares, valued at $226.8K), SCHF (-9.1K shares, valued at $224.8K); initiated new positions in SHY (+25.9K shares, valued at $2.1M), IGSB (+40.6K shares, valued at $2.1M), PNC (+7.8K shares, valued at $1.6M).

1M P&L

-2.1M-1.30%

3M P&L

+4.6M+2.96%

HY P&L

+9.1M+6.08%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A142.9M

97.8%

2Banks - Regional1.6M

1.1%

3Semiconductors611.1K

0.4%

Top Industries by Stock Count

1N/A49 stocks

90.7%

2Banks - Regional1 stocks

1.9%

3Consumer Electronics1 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T34.6K shares12.56%2026-03-312026-05-08

HEFA ISHARES TR261.8K shares12.18%2026-03-312026-05-08

IJH ISHARES TR127.7K shares7.19%2026-03-312026-05-08

SJNK SPDR SERIES TRUST339.9K shares38.84%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR13.8K shares19.22%2026-03-312026-05-08

FNDE SCHWAB STRATEGIC TR168.3K shares10.86%2026-03-312026-05-08

FLDR FIDELITY MERRIMACK STR TR123.6K shares13.36%2026-03-312026-05-08

IJR ISHARES TR46.6K shares6.92%2026-03-312026-05-08

Sponsored

IVV ISHARES TR8.8K shares1.92%2026-03-312026-05-08

SPMO INVESCO EXCH TRADED FD TR II47.0K shares16.68%2026-03-312026-05-08

GSY INVESCO ACTIVELY MANAGED EXC93.7K shares7.84%2026-03-312026-05-08

IDMO INVESCO EXCH TRADED FD TR II79.8K shares126.96%2026-03-312026-05-08

MINT PIMCO ETF TR42.5K shares27.14%2026-03-312026-05-08

XMMO INVESCO EXCHANGE TRADED FD T23.5K shares15.48%2026-03-312026-05-08

LVHD LEGG MASON ETF INVT68.6K shares10.79%2026-03-312026-05-08

LVHI LEGG MASON ETF INVT72.0K shares7.49%2026-03-312026-05-08

Sponsored

RWK INVESCO EXCH TRADED FD TR II20.9K shares6.99%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR77.4K shares11.85%2026-03-312026-05-08

SPHQ INVESCO EXCHANGE TRADED FD T31.3K shares18.74%2026-03-312026-05-08

XSMO INVESCO EXCHANGE TRADED FD T29.1K shares14.56%2026-03-312026-05-08

IWY ISHARES TR8.6K shares6.56%2026-03-312026-05-08

SHY ISHARES TR25.9K sharesnew addition2026-03-312026-05-08

IGSB ISHARES TR40.6K sharesnew addition2026-03-312026-05-08

FLRN SPDR SERIES TRUST69.0K shares6.14%2026-03-312026-05-08

Sponsored

ANGL VANECK ETF TRUST72.3K shares8.37%2026-03-312026-05-08

RWJ INVESCO EXCH TRADED FD TR II40.5K shares6.64%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS28.2K shares-1.42%2026-03-312026-05-08

SCHY SCHWAB STRATEGIC TR54.0K shares18.66%2026-03-312026-05-08

PNC PNC FINL SVCS GROUP INC7.8K sharesnew addition2026-03-312026-05-08

IHDG WISDOMTREE TR33.1K shares-2.82%2026-03-312026-05-08

IDHQ INVESCO EXCH TRADED FD TR II37.5K shares22.19%2026-03-312026-05-08

VIGI VANGUARD WHITEHALL FDS13.9K shares-62.15%2026-03-312026-05-08

Sponsored

SCHF SCHWAB STRATEGIC TR38.5K shares-19.09%2026-03-312026-05-08

DGRW WISDOMTREE TR10.6K shares-19.56%2026-03-312026-05-08

SPMD SPDR SERIES TRUST15.3K shares29.58%2026-03-312026-05-08

REGL PROSHARES TR10.0K shares18.98%2026-03-312026-05-08

SPYM SPDR SERIES TRUST10.9K shares-2.67%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F12.9K shares-15.11%2026-03-312026-05-08

DIVI FRANKLIN TEMPLETON ETF TR17.1K shares-1.40%2026-03-312026-05-08

EDIV SPDR INDEX SHS FDS16.0K shares26.28%2026-03-312026-05-08

Sponsored

NVDA NVIDIA CORPORATION3.5K shares34.72%2026-03-312026-05-08

SPSM SPDR SERIES TRUST12.6K shares11.62%2026-03-312026-05-08

HDEF DBX ETF TR14.2K shares0.00%2026-03-312026-05-08

TSLA TESLA INC1.2K shares9.89%2026-03-312026-05-08

AAPL APPLE INC1.5K shares32.44%2026-03-312026-05-08

SPYD SPDR SERIES TRUST8.2K shares65.71%2026-03-312026-05-08

IQLT ISHARES TR7.7K shares0.00%2026-03-312026-05-08

SHYD VANECK ETF TRUST15.1K shares21.32%2026-03-312026-05-08

Sponsored

OBIL RBB FD INC6.6K shares-1.93%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS2.2K shares0.00%2026-03-312026-05-08

SCHX SCHWAB STRATEGIC TR9.7K shares18.19%2026-03-312026-05-08

UTWO RBB FD INC5.0K shares-2.28%2026-03-312026-05-08

MSFT MICROSOFT CORP639 shares33.68%2026-03-312026-05-08

IVE ISHARES TR1.1K shares0.00%2026-03-312026-05-08

UTRE RBB FD INC4.1K shares0.17%2026-03-312026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

12.56%

Shares34.6K

Event2026-03-31

Filed2026-05-08

HEFA

ISHARES TR

12.18%

Shares261.8K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

7.19%

Shares127.7K

Event2026-03-31

Filed2026-05-08

SJNK

SPDR SERIES TRUST

38.84%

Shares339.9K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

19.22%

Shares13.8K

Event2026-03-31

Filed2026-05-08

FNDE

SCHWAB STRATEGIC TR

10.86%

Shares168.3K

Event2026-03-31

Filed2026-05-08

FLDR

FIDELITY MERRIMACK STR TR

13.36%

Shares123.6K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

6.92%

Shares46.6K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

1.92%

Shares8.8K

Event2026-03-31

Filed2026-05-08

SPMO

INVESCO EXCH TRADED FD TR II

16.68%

Shares47.0K

Event2026-03-31

Filed2026-05-08

GSY

INVESCO ACTIVELY MANAGED EXC

7.84%

Shares93.7K

Event2026-03-31

Filed2026-05-08

IDMO

INVESCO EXCH TRADED FD TR II

126.96%

Shares79.8K

Event2026-03-31

Filed2026-05-08

MINT

PIMCO ETF TR

27.14%

Shares42.5K

Event2026-03-31

Filed2026-05-08

XMMO

INVESCO EXCHANGE TRADED FD T

15.48%

Shares23.5K

Event2026-03-31

Filed2026-05-08

LVHD

LEGG MASON ETF INVT

10.79%

Shares68.6K

Event2026-03-31

Filed2026-05-08

LVHI

LEGG MASON ETF INVT

7.49%

Shares72.0K

Event2026-03-31

Filed2026-05-08

RWK

INVESCO EXCH TRADED FD TR II

6.99%

Shares20.9K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR

11.85%

Shares77.4K

Event2026-03-31

Filed2026-05-08

SPHQ

INVESCO EXCHANGE TRADED FD T

18.74%

Shares31.3K

Event2026-03-31

Filed2026-05-08

XSMO

INVESCO EXCHANGE TRADED FD T

14.56%

Shares29.1K

Event2026-03-31

Filed2026-05-08

IWY

ISHARES TR

6.56%

Shares8.6K

Event2026-03-31

Filed2026-05-08

SHY

ISHARES TR

New

Shares25.9K

Event2026-03-31

Filed2026-05-08

IGSB

ISHARES TR

New

Shares40.6K

Event2026-03-31

Filed2026-05-08

FLRN

SPDR SERIES TRUST

6.14%

Shares69.0K

Event2026-03-31

Filed2026-05-08

ANGL

VANECK ETF TRUST

8.37%

Shares72.3K

Event2026-03-31

Filed2026-05-08

RWJ

INVESCO EXCH TRADED FD TR II

6.64%

Shares40.5K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

-1.42%

Shares28.2K

Event2026-03-31

Filed2026-05-08

SCHY

SCHWAB STRATEGIC TR

18.66%

Shares54.0K

Event2026-03-31

Filed2026-05-08

PNC

PNC FINL SVCS GROUP INC

New

Shares7.8K

Event2026-03-31

Filed2026-05-08

IHDG

WISDOMTREE TR

-2.82%

Shares33.1K

Event2026-03-31

Filed2026-05-08

IDHQ

INVESCO EXCH TRADED FD TR II

22.19%

Shares37.5K

Event2026-03-31

Filed2026-05-08

VIGI

VANGUARD WHITEHALL FDS

-62.15%

Shares13.9K

Event2026-03-31

Filed2026-05-08

SCHF

SCHWAB STRATEGIC TR

-19.09%

Shares38.5K

Event2026-03-31

Filed2026-05-08

DGRW

WISDOMTREE TR

-19.56%

Shares10.6K

Event2026-03-31

Filed2026-05-08

SPMD

SPDR SERIES TRUST

29.58%

Shares15.3K

Event2026-03-31

Filed2026-05-08

REGL

PROSHARES TR

18.98%

Shares10.0K

Event2026-03-31

Filed2026-05-08

SPYM

SPDR SERIES TRUST

-2.67%

Shares10.9K

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F

-15.11%

Shares12.9K

Event2026-03-31

Filed2026-05-08

DIVI

FRANKLIN TEMPLETON ETF TR

-1.40%

Shares17.1K

Event2026-03-31

Filed2026-05-08

EDIV

SPDR INDEX SHS FDS

26.28%

Shares16.0K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

34.72%

Shares3.5K

Event2026-03-31

Filed2026-05-08

SPSM

SPDR SERIES TRUST

11.62%

Shares12.6K

Event2026-03-31

Filed2026-05-08

HDEF

DBX ETF TR

0.00%

Shares14.2K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

9.89%

Shares1.2K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

32.44%

Shares1.5K

Event2026-03-31

Filed2026-05-08

SPYD

SPDR SERIES TRUST

65.71%

Shares8.2K

Event2026-03-31

Filed2026-05-08

IQLT

ISHARES TR

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-08

SHYD

VANECK ETF TRUST

21.32%

Shares15.1K

Event2026-03-31

Filed2026-05-08

OBIL

RBB FD INC

-1.93%

Shares6.6K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-08

SCHX

SCHWAB STRATEGIC TR

18.19%

Shares9.7K

Event2026-03-31

Filed2026-05-08

UTWO

RBB FD INC

-2.28%

Shares5.0K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

33.68%

Shares639

Event2026-03-31

Filed2026-05-08

IVE

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-08

UTRE

RBB FD INC

0.17%

Shares4.1K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available