Financial Perspectives, Inc Portfolio Holdings

Financial Perspectives, Inc

  • $298 Billion
  • Q4 2024

Financial Perspectives, Inc has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $298 Billion distributed in 726 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Medtronic PLC with a value of $18.1B, Vanguard Whitehall Fds (Vangua with a value of $17.3B, Vanguard Information Technolog with a value of $16.5B, Apple Inc. with a value of $16.2B, and Microsoft Corp with a value of $14.1B.

Examining the 13F form we can see an increase of $9.25B in the current position value, from $288B to 298B.

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 $298 Billion
ETFs: $141 Billion
Technology: $58.9 Billion
Healthcare: $44.6 Billion
Consumer Cyclical: $14.1 Billion
Communication Services: $10.6 Billion
Financial Services: $9.55 Billion
Industrials: $5.18 Billion
Consumer Defensive: $4.34 Billion
Other: $5.25 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$51.1B
$133 Million 0.04% of portfolio
732
Q4 2024 Added 100.0%
$35.8B
$107 Million 0.04% of portfolio
2,011
Q2 2021 Reduced 98.43%
$2.61B
$133 Million 0.04% of portfolio
21,235
Q4 2024 Added 3.79%
$66.8B
$129 Million 0.04% of portfolio
2,413
Q3 2022 Added 3.08%
Capital Grp Fixed Incm ETF T
-
$131 Million 0.04% of portfolio
-
Q4 2024 Added 0.53%
$0
$123 Million 0.04% of portfolio
4,990
Q4 2024 Reduced 20.39%
$0
$112 Million 0.04% of portfolio
1,905
Q4 2024 Added 1.49%
$64.2B
$106 Million 0.04% of portfolio
3,068
Q4 2022 Reduced 5.72%
$90B
$119 Million 0.04% of portfolio
100
Q3 2021 Reduced 6.54%
$0
$111 Million 0.04% of portfolio
476
Q4 2024 Added 0.21%
$197B
$78.1 Million 0.03% of portfolio
222
Q4 2024 Added 1,750.0%
$75.5B
$95.5 Million 0.03% of portfolio
1,119
Q4 2022 Reduced 1.67%
$78.1B
$82.8 Million 0.03% of portfolio
130
Q4 2023 Reduced 25.71%
$0
$96.2 Million 0.03% of portfolio
364
Q4 2024 Added 5.81%
Brookfield Asset Managmt LTD
-
$87.8 Million 0.03% of portfolio
-
Q4 2024 Added 0.06%
$99.1B
$96.6 Million 0.03% of portfolio
560
Q2 2021 Reduced 98.66%
$93.2B
$97.2 Million 0.03% of portfolio
4,848
Q4 2024 Reduced 26.8%
$6.2B
$77.3 Million 0.03% of portfolio
500
Q3 2024 Reduced 24.36%
$0
$74.7 Million 0.03% of portfolio
2,372
Q4 2024 Added 10.89%
$3.36B
$76.5 Million 0.03% of portfolio
1,036
Q4 2023 New
$17.6B
$78.2 Million 0.03% of portfolio
1,240
Q4 2023 Reduced 24.85%
$102B
$82.1 Million 0.03% of portfolio
464
Q1 2024 Added 163.64%
$5.43B
$103 Million 0.03% of portfolio
994
Q2 2021 Reduced 96.68%
$41.2B
$94.7 Million 0.03% of portfolio
534
Q3 2023 Added 13.14%
$32.7B
$89.2 Million 0.03% of portfolio
145
Q4 2024 Added 39.42%
$16.3B
$88.2 Million 0.03% of portfolio
981
Q4 2022 Added 3.92%
$0
$86.8 Million 0.03% of portfolio
961
Q2 2023 Added 16.63%
Linde PLC
-
$85.8 Million 0.03% of portfolio
-
Q4 2024 Added 6.22%
$0
$84.7 Million 0.03% of portfolio
954
Q4 2024 Added 11.97%
$89.7B
$93.7 Million 0.03% of portfolio
2,209
Q1 2022 New
$0
$91.5 Million 0.03% of portfolio
479
Q4 2024 Added 0.42%
$145B
$97.9 Million 0.03% of portfolio
429
Q4 2024 Added 0.23%
$0
$95.9 Million 0.03% of portfolio
1,085
Q2 2024 Added 1.02%
$0
$95.6 Million 0.03% of portfolio
1,052
Q3 2024 Reduced 3.13%
$31.9B
$83.8 Million 0.03% of portfolio
778
Q4 2022 Reduced 2.99%
$64.1B
$87.5 Million 0.03% of portfolio
3,192
Q4 2024 Added 2,883.18%
$78.1B
$83.1 Million 0.03% of portfolio
225
Q2 2024 Added 12.5%
$0
$98.6 Million 0.03% of portfolio
2,661
Q4 2024 Reduced 50.31%
$29.6B
$88.4 Million 0.03% of portfolio
400
Q2 2021 Reduced 99.56%
$39.6B
$103 Million 0.03% of portfolio
10,428
Q4 2024 Reduced 3.26%
$2.65B
$95.3 Million 0.03% of portfolio
2,422
Q1 2024 Added 5.21%
$0
$81.2 Million 0.03% of portfolio
1,681
Q2 2023 Added 16.57%
$0
$89.2 Million 0.03% of portfolio
1,155
Q4 2024 Reduced 60.09%
$0
$79.1 Million 0.03% of portfolio
584
Q4 2024 Added 5.8%
$0
$81.5 Million 0.03% of portfolio
3,015
Q4 2024 Added 0.84%
$0
$87.9 Million 0.03% of portfolio
797
Q4 2024 Added 0.25%
$0
$90.6 Million 0.03% of portfolio
1,387
Q4 2024 Added 0.29%
$52.4B
$98.1 Million 0.03% of portfolio
425
Q3 2021 Reduced 58.78%
$19.5B
$76.5 Million 0.03% of portfolio
535
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 726
  • Current Value $298 Billion
  • Prior Value $288 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 61 stocks
  • Additional Purchases 212 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email