Perspective Wealth Advisors LLC - Q12026 Holdings

Perspective Wealth Advisors LLC holds 55 stocks with a total portfolio value of $ 154.18M as of Q12026. In Q12026, Perspective Wealth Advisors LLC added 3 new positions, increased stakes in 38 stocks, reduced 10 holdings, and fully exited 3 positions. The largest holding is State Str Spdr S&P 500 Etf T (SPY), representing 14.59% of the total portfolio.