Financial Perspectives, Inc Portfolio Holdings

Financial Perspectives, Inc

  • $361 Billion
  • Q3 2025

Financial Perspectives, Inc has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $361 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 $20.7B, Vanguard Information Technolog with a value of $20.6B, Vanguard Whitehall Fds (Vangua with a value of $20.2B, Microsoft Corp with a value of $17.2B, and Apple Inc. with a value of $16.3B.

Examining the 13F form we can see an increase of $29.8B in the current position value, from $331B to 361B.

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 $361 Billion
ETFs: $173 Billion
Technology: $74.9 Billion
Healthcare: $48 Billion
Consumer Cyclical: $16.8 Billion
Communication Services: $13.5 Billion
Financial Services: $11.2 Billion
Industrials: $6.52 Billion
Consumer Defensive: $4.48 Billion
Other: $5.52 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.04 Billion 0.29% of portfolio
24,230
Q3 2022 New
$0
$1.02 Billion 0.28% of portfolio
10,372
Q3 2025 Added 0.04%
$0
$998 Million 0.28% of portfolio
4,125
Q3 2025 Added 6.2%
$183B
$1.01 Billion 0.28% of portfolio
3,591
Q3 2025 Added 0.36%
$1.65T
$956 Million 0.27% of portfolio
3,932
Q3 2025 Reduced 4.0%
$67.6B
$975 Million 0.27% of portfolio
20,183
Q3 2025 Added 0.1%
$28.1B
$926 Million 0.26% of portfolio
18,374
Q3 2025 Added 0.61%
$156B
$894 Million 0.25% of portfolio
8,055
Q3 2025 Added 0.01%
$0
$879 Million 0.24% of portfolio
2,694
Q2 2025 Added 0.04%
$0
$861 Million 0.24% of portfolio
3,316
Q3 2025 Added 0.09%
$0
$874 Million 0.24% of portfolio
2,207
Q3 2025 Added 2.27%
$0
$845 Million 0.23% of portfolio
6,716
Q3 2025 Added 0.83%
$38.8B
$826 Million 0.23% of portfolio
25,831
Q3 2025 Added 58.63%
$0
$843 Million 0.23% of portfolio
9,226
Q3 2025 Added 0.04%
$0
$747 Million 0.21% of portfolio
5,423
Q3 2025 Added 14.0%
$0
$773 Million 0.21% of portfolio
2,357
Q3 2025 Reduced 0.34%
$68.4B
$736 Million 0.2% of portfolio
21,538
Q3 2025 Added 100.0%
$367B
$720 Million 0.2% of portfolio
1,776
Q3 2025 Added 0.06%
$0
$720 Million 0.2% of portfolio
13,635
Q3 2024 Added 0.01%
$268B
$713 Million 0.2% of portfolio
4,260
Q3 2025 Added 34.81%
$0
$670 Million 0.19% of portfolio
9,871
Q3 2025 Added 7.69%
$0
$677 Million 0.19% of portfolio
16,119
Q3 2025 Added 0.11%
Brookfield Corp
-
$641 Million 0.18% of portfolio
-
Q3 2025 Reduced 1.59%
$193B
$639 Million 0.18% of portfolio
5,578
Q3 2025 Reduced 0.09%
$512B
$652 Million 0.18% of portfolio
1,147
Q3 2025 Reduced 0.09%
$0
$639 Million 0.18% of portfolio
7,321
Q3 2025 Added 11.86%
$109B
$631 Million 0.18% of portfolio
11,379
Q3 2025 Added 1.09%
$132B
$607 Million 0.17% of portfolio
2,882
Q3 2025 Reduced 3.09%
$56.3B
$601 Million 0.17% of portfolio
37,517
Q2 2025 Added 13.97%
Rubrik Inc.
-
$617 Million 0.17% of portfolio
-
Q2 2025 Reduced 33.02%
$28.9B
$566 Million 0.16% of portfolio
6,296
Q3 2025 Added 0.66%
$0
$564 Million 0.16% of portfolio
4,744
Q3 2025 Reduced 1.82%
$0
$530 Million 0.15% of portfolio
6,383
Q3 2025 Added 3.99%
$291B
$548 Million 0.15% of portfolio
1,148
Q3 2025 Added 9.54%
$104B
$537 Million 0.15% of portfolio
8,125
Q3 2025 Added 0.67%
$0
$490 Million 0.14% of portfolio
4,307
Q3 2025 Added 11.23%
$120B
$495 Million 0.14% of portfolio
15,751
Q3 2025 Reduced 3.51%
$0
$510 Million 0.14% of portfolio
7,738
Q3 2025 Reduced 0.77%
$169B
$502 Million 0.14% of portfolio
545
Q4 2024 Added 12.6%
$342B
$488 Million 0.14% of portfolio
2,675
Q3 2025 Reduced 5.31%
$193B
$488 Million 0.14% of portfolio
1,091
Q3 2022 Added 1.02%
Brookfield Infrastructure CO
-
$520 Million 0.14% of portfolio
-
Q3 2025 Reduced 1.58%
$181B
$513 Million 0.14% of portfolio
18,160
Q3 2025 Reduced 8.49%
$328B
$516 Million 0.14% of portfolio
1,715
Q3 2025 Reduced 2.78%
$971B
$517 Million 0.14% of portfolio
678
Q3 2025 Added 22.83%
$533B
$458 Million 0.13% of portfolio
1,340
Q3 2025 Reduced 0.96%
$45.2B
$464 Million 0.13% of portfolio
7,773
Q2 2025 Added 24.13%
$141B
$467 Million 0.13% of portfolio
18,342
Q3 2025 Added 0.15%
Fidelity Covington Trust
-
$479 Million 0.13% of portfolio
-
Q3 2025 Added 18.62%

Summary

  • Portfolio
  • No. of Stocks 724
  • Current Value $361 Billion
  • Prior Value $331 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 164 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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