Financial Perspectives, Inc has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $271 Billion distributed in 681 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Medtronic PLC with a value of $18.2B, Vanguard Whitehall Fds (Vangua with a value of $15.9B, Microsoft Corp with a value of $14.8B, Vanguard Information Technolog with a value of $13.7B, and Apple Inc. with a value of $13.4B.
Examining the 13F form we can see an increase of $6.98B in the current position value, from $264B to 271B.
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.