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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$50.2 Million 0.02% of portfolio
8,945
Q2 2021 Reduced 88.39%
$48.1M
$14.3 Million 0.0% of portfolio
6,750
Q4 2023 Added 80.0%
$0
$1.69 Million 0.0% of portfolio
133
Q2 2021 Reduced 96.58%
$0
$3.78 Million 0.0% of portfolio
362
Q2 2021 Reduced 92.29%
$0
$4.11 Million 0.0% of portfolio
319
Q2 2021 Reduced 93.62%
$0
$8.18 Million 0.0% of portfolio
990
Q1 2024 New
$0
$552,000 0.0% of portfolio
35
Q4 2021 New

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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