Financial Perspectives, Inc Portfolio Holdings

Financial Perspectives, Inc

  • $361 Billion
  • Q3 2025

Financial Perspectives, Inc has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $361 Billion distributed in 724 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Medtronic PLC with a value of $20.7B, Vanguard Information Technolog with a value of $20.6B, Vanguard Whitehall Fds (Vangua with a value of $20.2B, Microsoft Corp with a value of $17.2B, and Apple Inc. with a value of $16.3B.

Examining the 13F form we can see an increase of $29.8B in the current position value, from $331B to 361B.

Financial Perspectives, Inc is based out at Minneapolis, MN

Below you can find more details about Financial Perspectives, Inc portfolio as well as his latest detailed transactions.

Portfolio value $361 Billion
ETFs: $173 Billion
Technology: $74.9 Billion
Healthcare: $48 Billion
Consumer Cyclical: $16.8 Billion
Communication Services: $13.5 Billion
Financial Services: $11.2 Billion
Industrials: $6.52 Billion
Consumer Defensive: $4.48 Billion
Other: $5.52 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.3B
$28.8 Million 0.01% of portfolio
122
Q2 2025 Added 1.67%
$86.1B
$18.7 Million 0.01% of portfolio
54
Q4 2024 New
$6.09B
$39.1 Million 0.01% of portfolio
2,312
Q4 2023 Added 12.84%
$138B
$20.3 Million 0.01% of portfolio
365
Q2 2021 Reduced 98.56%
$22.2B
$20.5 Million 0.01% of portfolio
775
Q2 2025 Added 520.0%
$4.15B
$21.7 Million 0.01% of portfolio
300
Q2 2021 Reduced 99.0%
$27B
$33 Million 0.01% of portfolio
250
Q3 2025 Reduced 39.02%
$39.9B
$35.1 Million 0.01% of portfolio
338
Q2 2021 Reduced 98.9%
-
$43.5 Million 0.01% of portfolio
-
Q4 2024 New
$4.78B
$40.8 Million 0.01% of portfolio
645
Q4 2024 New
$21.1B
$39.3 Million 0.01% of portfolio
476
Q2 2023 Added 340.74%
$13.7B
$24.2 Million 0.01% of portfolio
569
Q3 2025 Added 0.71%
$150B
$37.7 Million 0.01% of portfolio
636
Q3 2025 Added 0.16%
$68.7B
$21.3 Million 0.01% of portfolio
255
Q3 2025 Added 0.39%
$11B
$46.7 Million 0.01% of portfolio
1,166
Q4 2024 Reduced 79.32%
$59.5B
$29.1 Million 0.01% of portfolio
637
Q1 2025 Added 0.16%
$21.1B
$19.7 Million 0.01% of portfolio
238
Q2 2025 Reduced 24.2%
$74.3B
$28.5 Million 0.01% of portfolio
142
Q2 2021 Reduced 99.43%
$4.5B
$35.7 Million 0.01% of portfolio
103
Q2 2021 Reduced 99.09%
$170B
$32.4 Million 0.01% of portfolio
224
Q1 2024 Reduced 21.13%
$237B
$42.5 Million 0.01% of portfolio
262
Q1 2025 Added 0.38%
$85.6B
$22.3 Million 0.01% of portfolio
1,764
Q1 2023 Reduced 0.84%
$269B
$18.5 Million 0.01% of portfolio
77
Q4 2024 New
$148B
$19 Million 0.01% of portfolio
238
Q1 2025 Reduced 80.78%
$272B
$51 Million 0.01% of portfolio
267
Q1 2023 Added 8.1%
$0
$19.7 Million 0.01% of portfolio
1,360
Q4 2024 New
$10.7B
$37.9 Million 0.01% of portfolio
500
Q2 2021 Reduced 98.96%
$1.34B
$21.4 Million 0.01% of portfolio
182
Q2 2025 Added 911.11%
$37.6B
$18.2 Million 0.01% of portfolio
272
Q1 2024 Reduced 13.38%
$29.2B
$25.4 Million 0.01% of portfolio
571
Q2 2021 Reduced 97.33%
$20.8B
$53.9 Million 0.01% of portfolio
400
Q2 2021 Reduced 99.56%
$78.2B
$43.6 Million 0.01% of portfolio
135
Q4 2024 New
$44.9B
$38.5 Million 0.01% of portfolio
1,195
Q4 2024 Reduced 3.63%
$39.2B
$51.7 Million 0.01% of portfolio
536
Q3 2025 Added 0.75%
$53B
$20.5 Million 0.01% of portfolio
214
Q2 2021 Reduced 99.39%
$94.5B
$40.7 Million 0.01% of portfolio
119
Q1 2025 Added 0.85%
$64.7B
$51 Million 0.01% of portfolio
455
Q4 2024 Added 2,175.0%
$19.9B
$40.9 Million 0.01% of portfolio
1,333
Q3 2021 Reduced 54.02%
$75.4B
$52.5 Million 0.01% of portfolio
400
Q3 2025 Added 33.33%
$22.4B
$27.5 Million 0.01% of portfolio
408
Q2 2022 Added 300.0%
$265B
$40.2 Million 0.01% of portfolio
50
Q1 2024 Reduced 3.85%
$420M
$23.1 Million 0.01% of portfolio
2,432
Q2 2025 Added 49.02%
$27.2B
$28.4 Million 0.01% of portfolio
490
Q3 2021 Reduced 80.5%
$103B
$53.4 Million 0.01% of portfolio
708
Q2 2025 Reduced 12.05%
$9.88B
$39.3 Million 0.01% of portfolio
571
Q2 2021 Reduced 98.81%
$51.1B
$34.6 Million 0.01% of portfolio
385
Q1 2025 Reduced 20.62%
$19B
$37.2 Million 0.01% of portfolio
392
Q2 2025 Added 2.89%
$19.9B
$20.6 Million 0.01% of portfolio
264
Q1 2025 Reduced 17.5%
$84.4B
$32.6 Million 0.01% of portfolio
166
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 724
  • Current Value $361 Billion
  • Prior Value $331 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 164 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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