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
$458 Million 0.13% of portfolio
7,015
Q3 2025 Added 17.82%
$0
$443 Million 0.12% of portfolio
5,564
Q3 2025 Added 0.49%
$55.3B
$427 Million 0.12% of portfolio
39,316
Q3 2025 Added 33.09%
$0
$421 Million 0.12% of portfolio
5,978
Q3 2025 Added 0.49%
$490B
$440 Million 0.12% of portfolio
3,907
Q3 2025 Reduced 5.99%
Fidelity Covington Trust
-
$437 Million 0.12% of portfolio
-
Q3 2025 Added 1.68%
$0
$446 Million 0.12% of portfolio
6,944
Q2 2025 Reduced 4.31%
$0
$446 Million 0.12% of portfolio
8,238
Q3 2025 Added 0.7%
$279B
$430 Million 0.12% of portfolio
4,168
Q2 2025 Added 0.02%
$0
$395 Million 0.11% of portfolio
4,654
Q3 2025 Reduced 4.44%
$85.9B
$409 Million 0.11% of portfolio
1,852
Q3 2025 Added 87.64%
$388B
$395 Million 0.11% of portfolio
2,442
Q3 2025 Reduced 2.51%
$144B
$363 Million 0.1% of portfolio
793
Q3 2025 Added 94.84%
$413B
$377 Million 0.1% of portfolio
7,312
Q3 2025 Reduced 0.5%
$0
$353 Million 0.1% of portfolio
5,419
Q3 2025 Added 0.24%
Capital Grp Fixed Incm ETF T
-
$367 Million 0.1% of portfolio
-
Q3 2025 Added 129.68%
$224B
$312 Million 0.09% of portfolio
1,027
Q3 2025 Added 13.86%
$0
$323 Million 0.09% of portfolio
3,461
Q2 2025 Added 14.04%
$0
$340 Million 0.09% of portfolio
2,065
Q3 2025 Added 0.15%
$0
$317 Million 0.09% of portfolio
2,227
Q4 2024 Reduced 1.81%
$187B
$325 Million 0.09% of portfolio
1,953
Q2 2025 Added 0.05%
$41.4B
$316 Million 0.09% of portfolio
3,524
Q3 2025 Reduced 0.25%
$130B
$284 Million 0.08% of portfolio
798
Q4 2023 Reduced 1.36%
$1.87B
$294 Million 0.08% of portfolio
912
Q2 2025 Added 21.76%
$0
$286 Million 0.08% of portfolio
3,199
Q3 2025 Added 0.79%
$82.2B
$289 Million 0.08% of portfolio
1,281
Q4 2024 Reduced 2.44%
$0
$297 Million 0.08% of portfolio
5,330
Q3 2025 Added 0.21%
$0
$299 Million 0.08% of portfolio
1,006
Q3 2025 Added 0.1%
$92B
$277 Million 0.08% of portfolio
1,821
Q2 2021 Reduced 99.03%
$303B
$274 Million 0.08% of portfolio
1,765
Q3 2025 Reduced 12.41%
$3.8B
$290 Million 0.08% of portfolio
11,262
Q3 2025 Added 0.08%
Fidelity Wise Origin Bitcoin
-
$284 Million 0.08% of portfolio
-
Q1 2025 Added 7.39%
$0
$267 Million 0.07% of portfolio
2,413
Q3 2025 Added 2.12%
$0
$258 Million 0.07% of portfolio
2,505
Q2 2025 Added 0.2%
$111B
$247 Million 0.07% of portfolio
750
Q3 2025 Added 368.75%
$4.71B
$259 Million 0.07% of portfolio
13,688
Q2 2025 Added 0.41%
$319B
$269 Million 0.07% of portfolio
3,929
Q3 2025 Reduced 5.19%
$159B
$253 Million 0.07% of portfolio
519
Q2 2025 Added 2.57%
Capital Group Core Balanced
-
$250 Million 0.07% of portfolio
-
Q3 2025 Added 23.83%
$0
$252 Million 0.07% of portfolio
11,094
Q3 2025 Added 34.39%
$181B
$249 Million 0.07% of portfolio
2,539
Q3 2025 New
$0
$237 Million 0.07% of portfolio
6,676
Q3 2025 Added 2.46%
Ge Vernova Inc
-
$216 Million 0.06% of portfolio
-
Q3 2025 Reduced 3.57%
$283B
$227 Million 0.06% of portfolio
1,774
Q3 2024 Added 47.83%
$204B
$230 Million 0.06% of portfolio
1,637
Q3 2025 Added 11.97%
$222B
$223 Million 0.06% of portfolio
460
Q3 2025 Added 0.22%
$16.2B
$202 Million 0.06% of portfolio
6,154
Q4 2024 Reduced 17.37%
$418B
$204 Million 0.06% of portfolio
1,139
Q3 2025 Added 0.71%
$23.5B
$200 Million 0.06% of portfolio
588
Q4 2024 Reduced 32.34%

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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