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
$61.4B
$149 Million 0.04% of portfolio
732
Q4 2024 Added 100.0%
$0
$152 Million 0.04% of portfolio
1,765
Q2 2025 Reduced 47.27%
$306B
$132 Million 0.04% of portfolio
1,988
Q3 2025 Added 9.47%
$46.9B
$130 Million 0.04% of portfolio
1,070
Q1 2024 Reduced 1.74%
$0
$138 Million 0.04% of portfolio
4,655
Q1 2025 Reduced 6.71%
$277B
$143 Million 0.04% of portfolio
1,864
Q1 2025 Added 0.05%
$14.5B
$138 Million 0.04% of portfolio
1,297
Q1 2024 Added 1.81%
Capital Group International
-
$161 Million 0.04% of portfolio
-
Q3 2025 Added 12.79%
$4.32B
$157 Million 0.04% of portfolio
2,422
Q2 2025 Added 0.54%
$32.2B
$156 Million 0.04% of portfolio
2,608
Q2 2021 Reduced 98.25%
$37.5B
$147 Million 0.04% of portfolio
2,590
Q3 2025 Added 0.04%
-
$153 Million 0.04% of portfolio
-
Q3 2025 Added 12.24%
Atlassian Corporation
-
$103 Million 0.03% of portfolio
-
Q2 2025 Added 1.26%
$0
$97.7 Million 0.03% of portfolio
333
Q3 2025 Added 3.42%
$52.1B
$123 Million 0.03% of portfolio
10,322
Q3 2025 Reduced 0.07%
$8.47B
$92 Million 0.03% of portfolio
635
Q4 2024 Added 11.6%
$50.2B
$107 Million 0.03% of portfolio
145
Q4 2024 Added 39.42%
$74.3B
$109 Million 0.03% of portfolio
193
Q4 2024 Added 10.92%
$96.9B
$94.9 Million 0.03% of portfolio
225
Q2 2024 Added 12.5%
$67.3B
$106 Million 0.03% of portfolio
380
Q3 2025 Added 31.03%
Brookfield Renewable Corp
-
$124 Million 0.03% of portfolio
-
Q4 2024 New
$0
$90.6 Million 0.03% of portfolio
1,681
Q2 2023 Added 16.57%
$0
$101 Million 0.03% of portfolio
1,043
Q3 2025 Reduced 3.87%
$82.8B
$110 Million 0.03% of portfolio
380
Q1 2025 Added 0.53%
$0
$124 Million 0.03% of portfolio
1,289
Q3 2025 Added 27.62%
$136B
$102 Million 0.03% of portfolio
434
Q3 2025 Added 0.46%
$35.1B
$122 Million 0.03% of portfolio
2,011
Q2 2021 Reduced 98.43%
$107B
$98.2 Million 0.03% of portfolio
129
Q3 2025 Reduced 0.77%
$3.45B
$94.7 Million 0.03% of portfolio
1,155
Q3 2025 Added 11.49%
Linde PLC
-
$107 Million 0.03% of portfolio
-
Q3 2025 Added 10.24%
$0
$117 Million 0.03% of portfolio
1,231
Q3 2025 Added 2.84%
$98.1B
$95.7 Million 0.03% of portfolio
560
Q2 2021 Reduced 98.66%
$140B
$93 Million 0.03% of portfolio
370
Q4 2024 Added 13.85%
$317B
$94 Million 0.03% of portfolio
1,121
Q3 2025 Reduced 5.24%
$114B
$100 Million 0.03% of portfolio
464
Q1 2024 Added 163.64%
$0
$101 Million 0.03% of portfolio
2,829
Q2 2025 Added 13.93%
$121B
$107 Million 0.03% of portfolio
138
Q3 2025 Reduced 3.5%
$61.6B
$90.4 Million 0.03% of portfolio
3,192
Q4 2024 Added 2,883.18%
-
$125 Million 0.03% of portfolio
-
Q3 2025 Added 142.74%
$235B
$111 Million 0.03% of portfolio
1,318
Q2 2025 Added 0.08%
$0
$90.6 Million 0.03% of portfolio
961
Q2 2023 Added 16.63%
$46.1B
$107 Million 0.03% of portfolio
3,068
Q4 2022 Reduced 5.72%
$0
$120 Million 0.03% of portfolio
1,791
Q3 2025 Added 2.23%
$21.4B
$103 Million 0.03% of portfolio
4,399
Q2 2025 Added 0.05%
$0
$115 Million 0.03% of portfolio
1,610
Q3 2025 Added 30.89%
$0
$107 Million 0.03% of portfolio
742
Q3 2025 Added 2.77%
Brookfield Asset Managmt LTD
-
$87.9 Million 0.02% of portfolio
-
Q3 2025 Reduced 4.75%
$13.6B
$84.9 Million 0.02% of portfolio
1,178
Q2 2025 Added 21.95%
$23.2B
$84.8 Million 0.02% of portfolio
1,000
Q2 2021 Reduced 98.77%

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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