Financial Perspectives, Inc Portfolio Holdings

Financial Perspectives, Inc

  • $292 Billion
  • Q1 2025

Financial Perspectives, Inc has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $292 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 $20B, Vanguard Whitehall Fds (Vangua with a value of $17.7B, Vanguard Information Technolog with a value of $15B, Apple Inc. with a value of $14.2B, and Boston Scientific Corp with a value of $13.8B.

Examining the 13F form we can see an decrease of $5.63B in the current position value, from $298B to 292B. Also it can be appreciated an additional of 9 stocks purchases and 5 closed positions.

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 $292 Billion
ETFs: $142 Billion
Technology: $50.4 Billion
Healthcare: $48.3 Billion
Consumer Cyclical: $13.3 Billion
Communication Services: $9.63 Billion
Financial Services: $9.54 Billion
Industrials: $5.38 Billion
Consumer Defensive: $4.5 Billion
Other: $4.8 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.47B
$9.78 Million 0.0% of portfolio
2,494
Q2 2024 Reduced 1.93%
$4.09B
$4.11 Million 0.0% of portfolio
66
Q2 2021 Reduced 98.91%
$4.19B
$244,000 0.0% of portfolio
101
Q1 2024 Reduced 85.61%
$7.27B
$251,000 0.0% of portfolio
8
Q4 2021 New
$5.54B
$1.94 Million 0.0% of portfolio
100
Q2 2021 Reduced 94.98%
$3.18B
$733,000 0.0% of portfolio
7
Q1 2024 Reduced 97.95%
$5.89B
$11.5 Million 0.0% of portfolio
99
Q2 2021 Reduced 99.0%
$3.24B
$1.39 Million 0.0% of portfolio
10
Q2 2021 Reduced 99.51%
$8.88B
$11.7 Million 0.0% of portfolio
325
Q4 2022 New
$2.26B
$1.12 Million 0.0% of portfolio
39
Q2 2021 Reduced 96.35%
$7.14B
$5.17 Million 0.0% of portfolio
432
Q2 2021 Reduced 97.78%
$6.74B
$1.86 Million 0.0% of portfolio
16
Q2 2021 Reduced 99.05%
$2.56B
$65,000 0.0% of portfolio
4
Q4 2021 New
$6.02B
$4.57 Million 0.0% of portfolio
43
Q1 2024 New
$5.29B
$8.17 Million 0.0% of portfolio
128
Q2 2021 New
$2.15B
$124,000 0.0% of portfolio
0
Q1 2025 Sold Out
$8.04B
$8.75 Million 0.0% of portfolio
202
Q4 2024 New
$5.81B
$566,000 0.0% of portfolio
12
Q4 2021 New
$3.68B
$421,000 0.0% of portfolio
8
Q2 2023 New
$3.52B
$136,000 0.0% of portfolio
8
Q3 2021 Reduced 33.33%
$2.98B
$14 Million 0.0% of portfolio
420
Q4 2023 Reduced 32.26%
$8.98B
$2.94 Million 0.0% of portfolio
64
Q3 2023 New
$3.1B
$1.53 Million 0.0% of portfolio
103
Q1 2024 Reduced 24.26%
$5.81B
$10.9 Million 0.0% of portfolio
116
Q1 2025 Added 0.87%
$9.13B
$1.89 Million 0.0% of portfolio
36
Q1 2024 Reduced 80.22%
$6.73B
$110,000 0.0% of portfolio
27
Q1 2025 Reduced 6.9%
$7.26B
$5.97 Million 0.0% of portfolio
315
Q3 2021 Added 16.67%
$8.03B
$1.48 Million 0.0% of portfolio
22
Q2 2021 Reduced 98.28%
$4.25B
$8.8 Million 0.0% of portfolio
114
Q2 2021 Reduced 93.26%

Summary

  • Portfolio
  • No. of Stocks 724
  • Current Value $292 Billion
  • Prior Value $298 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 143 stocks
  • Sold out of 5 stocks
  • Reduced holdings in 89 stocks
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