Financial Perspectives, Inc Portfolio Holdings

Financial Perspectives, Inc

  • $288 Billion
  • Q3 2024

Financial Perspectives, Inc has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $288 Billion distributed in 685 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Medtronic PLC with a value of $20B, Vanguard Whitehall Fds (Vangua with a value of $17.4B, Apple Inc. with a value of $14.9B, Microsoft Corp with a value of $14.2B, and Vanguard Information Technolog with a value of $13.5B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $271B to 288B.

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 $288 Billion
ETFs: $138 Billion
Technology: $54.8 Billion
Healthcare: $46.4 Billion
Consumer Cyclical: $12.6 Billion
Communication Services: $9.3 Billion
Financial Services: $8.55 Billion
Industrials: $4.87 Billion
Consumer Defensive: $4.37 Billion
Other: $5.41 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.4 Billion 6.04% of portfolio
135,896
Q3 2024 Added 1.08%
$0
$13.5 Billion 4.66% of portfolio
22,941
Q3 2024 Reduced 3.43%
$0
$9.23 Billion 3.2% of portfolio
46,618
Q3 2024 Added 6.39%
$0
$8.93 Billion 3.1% of portfolio
93,266
Q3 2024 Reduced 1.86%
$0
$8.71 Billion 3.02% of portfolio
98,684
Q3 2024 Added 0.49%
$0
$8.11 Billion 2.81% of portfolio
68,912
Q3 2024 Added 0.68%
$0
$7.14 Billion 2.48% of portfolio
97,252
Q3 2024 Reduced 0.94%
$0
$5.53 Billion 1.92% of portfolio
108,390
Q3 2024 Added 1.57%
$0
$4.83 Billion 1.67% of portfolio
27,652
Q3 2024 Added 0.59%
$0
$3.63 Billion 1.26% of portfolio
6,322
Q3 2024 Added 0.16%
$0
$3.5 Billion 1.21% of portfolio
6,076
Q3 2024 Added 0.18%
$0
$3.16 Billion 1.1% of portfolio
50,414
Q3 2024 Added 6.26%
$0
$3.08 Billion 1.07% of portfolio
5,844
Q3 2024 Added 1.51%
$0
$2.34 Billion 0.81% of portfolio
46,088
Q3 2024 Reduced 6.66%
$0
$2.27 Billion 0.79% of portfolio
10,372
Q3 2024 Added 4.27%
$0
$1.87 Billion 0.65% of portfolio
62,010
Q3 2024 Added 0.77%
$0
$1.66 Billion 0.58% of portfolio
47,816
Q3 2024 Added 0.94%
$0
$1.46 Billion 0.51% of portfolio
3,001
Q3 2024 Reduced 0.73%
$0
$1.32 Billion 0.46% of portfolio
54,759
Q3 2024 Added 0.05%
$0
$1.19 Billion 0.41% of portfolio
3,168
Q3 2024 Added 1.67%
$0
$1.19 Billion 0.41% of portfolio
39,449
Q3 2024 Added 2.85%
$0
$1.16 Billion 0.4% of portfolio
6,636
Q3 2024 Added 0.88%
$0
$905 Million 0.31% of portfolio
24,230
Q3 2022 New
$0
$882 Million 0.31% of portfolio
3,125
Q3 2024 Added 6.95%
$0
$889 Million 0.31% of portfolio
9,124
Q3 2024 Reduced 0.9%
$0
$826 Million 0.29% of portfolio
10,537
Q3 2024 Added 1.45%
$0
$848 Million 0.29% of portfolio
6,924
Q3 2024 Added 0.2%
$0
$821 Million 0.28% of portfolio
15,554
Q3 2022 Added 132.11%
$0
$659 Million 0.23% of portfolio
2,326
Q3 2024 Reduced 2.27%
$0
$661 Million 0.23% of portfolio
2,693
Q2 2024 Reduced 12.48%
$0
$640 Million 0.22% of portfolio
13,635
Q3 2024 Added 0.01%
$0
$567 Million 0.2% of portfolio
6,709
Q3 2024 Added 34.15%
$0
$550 Million 0.19% of portfolio
1,614
Q3 2024 Added 9.42%
$0
$559 Million 0.19% of portfolio
2,531
Q3 2024 Added 6.7%
$0
$508 Million 0.18% of portfolio
4,340
Q3 2024 Added 1.9%
$0
$488 Million 0.17% of portfolio
8,506
Q3 2024 Added 0.19%
$0
$504 Million 0.17% of portfolio
1,313
Q3 2024 Added 0.08%
$0
$462 Million 0.16% of portfolio
5,754
Q3 2024 Added 5.12%
$0
$461 Million 0.16% of portfolio
8,018
Q2 2024 Added 0.75%
$0
$435 Million 0.15% of portfolio
5,575
Q3 2024 Added 10.16%
$0
$438 Million 0.15% of portfolio
7,151
Q4 2023 Added 0.42%
$0
$398 Million 0.14% of portfolio
3,693
Q3 2024 Reduced 4.0%
$0
$381 Million 0.13% of portfolio
7,963
Q3 2024 Added 0.01%
$0
$375 Million 0.13% of portfolio
5,033
Q3 2024 Added 0.48%
$0
$376 Million 0.13% of portfolio
4,906
Q3 2024 Reduced 5.38%
$0
$362 Million 0.13% of portfolio
4,756
Q3 2024 Added 6.16%
$0
$367 Million 0.13% of portfolio
5,776
Q3 2024 Added 0.5%
$0
$334 Million 0.12% of portfolio
2,791
Q3 2024 Added 9.07%
$0
$317 Million 0.11% of portfolio
8,691
Q3 2024 Added 9.93%

Summary

  • Portfolio
  • No. of Stocks 685
  • Current Value $288 Billion
  • Prior Value $271 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 15 stocks
  • Additional Purchases 146 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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