PERSPECTIVE WEALTH ADVISORS LLC

PERSPECTIVE WEALTH ADVISORS LLC manages $140M in assets, with a portfolio of 55 positions. The firm's top holdings are dominated by index-tracking ETFs, with SPY comprising 15% of the portfolio at $21.0M, followed by HEFA at 7% with $9.7M. Other notable positions include IJH, NDQ, and SJNK, which collectively account for 17% of the portfolio at $21.0M. The fund's allocation to large-cap equities, as represented by IVV and SPY, totals $26.9M, or 19% of assets under management.

📌 Top Holdings