Financial Perspectives, Inc Portfolio Holdings
Financial Perspectives, Inc
- $264 Billion
- Q1 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 669
- Current Value $264 Billion
- Prior Value $246 Billion
- Filing
- Period Q1 2024
- Filing Date April 19, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 16 stocks
- Additional Purchases 130 stocks
- Sold out of 0 stocks
- Reduced holdings in 117 stocks