Holdings

Perspective Wealth Advisors LLC

As of Jun 30, 2026, Perspective Wealth Advisors LLC reported 8 positions worth US$4.69M. Largest: Pnc Financial Services Group, Inc. (the), Nvidia Corporation and Tesla, Inc. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Pnc Financial Services Group, Inc. (the)7,785US$1.92M+16Jun 30, 2026
Nvidia Corporation3,599US$720K+95Jun 30, 2026
Tesla, Inc.1,258US$529K+47Jun 30, 2026
Apple Inc1,697US$491K+219Jun 30, 2026
Space Exploration Technologies Corp1,759US$301KnewJun 30, 2026
Amazon.com, Inc.1,098US$262KnewJun 30, 2026
Microsoft Corp.688US$257K+49Jun 30, 2026
Alphabet Inc (google) Class C592US$211KnewJun 30, 2026