Financial Perspectives, Inc has filed its 13F form on April 19, 2024 for Q1 2024 where it was disclosed a total value porftolio of $264 Billion distributed in 669 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Medtronic PLC with a value of $20.5B, Vanguard Whitehall Fds (Vangua with a value of $16.2B, Microsoft Corp with a value of $13.9B, Vanguard Information Technolog with a value of $12.9B, and Apple Inc. with a value of $11B.
Examining the 13F form we can see an increase of $17.4B in the current position value, from $246B to 264B.
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.