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
$3.75B
$53.8 Million 0.02% of portfolio
830
Q1 2024 Reduced 19.88%
$51.9B
$65.4 Million 0.02% of portfolio
218
Q4 2024 Added 0.46%
$74.1B
$72.8 Million 0.02% of portfolio
362
Q4 2024 Added 2,029.41%
$54.5B
$70.6 Million 0.02% of portfolio
339
Q4 2024 Reduced 2.59%
$202B
$68.5 Million 0.02% of portfolio
231
Q3 2024 Added 0.43%
$91.9B
$47.9 Million 0.02% of portfolio
633
Q4 2024 Added 0.16%
$33.3B
$55.7 Million 0.02% of portfolio
265
Q2 2021 Reduced 99.62%
$14.6B
$55 Million 0.02% of portfolio
2,155
Q4 2024 New
$0
$71 Million 0.02% of portfolio
687
Q4 2024 Added 4.57%
$180B
$67.2 Million 0.02% of portfolio
151
Q1 2024 Reduced 0.66%
$737M
$17.3 Million 0.01% of portfolio
2,602
Q4 2024 Reduced 79.9%
$0
$40.8 Million 0.01% of portfolio
804
Q4 2024 Added 0.75%
$17.6B
$17.1 Million 0.01% of portfolio
298
Q4 2024 Added 1.02%
$76.7B
$22.6 Million 0.01% of portfolio
139
Q2 2021 Reduced 99.37%
$43B
$29.8 Million 0.01% of portfolio
434
Q4 2022 Added 7.16%
$0
$27.2 Million 0.01% of portfolio
929
Q4 2024 Added 0.11%
$149B
$36 Million 0.01% of portfolio
634
Q2 2021 Reduced 98.21%
$0
$20 Million 0.01% of portfolio
175
Q2 2021 Reduced 99.22%
$11.4B
$19.3 Million 0.01% of portfolio
1,549
Q4 2024 Reduced 2.33%
$25.2B
$32 Million 0.01% of portfolio
3,031
Q4 2024 Reduced 13.0%
$0
$33 Million 0.01% of portfolio
427
Q4 2024 Reduced 13.21%
$0
$26.7 Million 0.01% of portfolio
73
Q3 2024 New
$0
$16.3 Million 0.01% of portfolio
349
Q4 2024 Added 1.45%
$6.37B
$15 Million 0.01% of portfolio
700
Q2 2023 Reduced 13.04%
$0
$24.2 Million 0.01% of portfolio
2,045
Q4 2024 New
$6.48B
$26.2 Million 0.01% of portfolio
1,166
Q4 2024 Reduced 79.32%
$85.7B
$37 Million 0.01% of portfolio
293
Q2 2021 Reduced 99.41%
$22.1B
$16.6 Million 0.01% of portfolio
590
Q2 2021 Reduced 97.19%
$54.8B
$27.6 Million 0.01% of portfolio
636
Q4 2024 Added 25.94%
$11.7B
$19 Million 0.01% of portfolio
526
Q4 2024 Added 0.77%
$103B
$25.4 Million 0.01% of portfolio
431
Q3 2024 Added 0.94%
$30B
$32 Million 0.01% of portfolio
112
Q2 2021 Reduced 99.62%
$43.7B
$40.3 Million 0.01% of portfolio
266
Q2 2023 Added 885.19%
$15B
$20.3 Million 0.01% of portfolio
165
Q1 2024 Reduced 54.92%
$199B
$41.9 Million 0.01% of portfolio
362
Q1 2024 Reduced 1.63%
$317B
$30.8 Million 0.01% of portfolio
125
Q2 2021 Reduced 99.19%
$7B
$15.6 Million 0.01% of portfolio
128
Q2 2021 New
$0
$16.2 Million 0.01% of portfolio
714
Q4 2024 Added 201.27%
$4.51B
$30.2 Million 0.01% of portfolio
300
Q2 2021 Reduced 99.0%
$23.9B
$44.6 Million 0.01% of portfolio
410
Q2 2021 Reduced 98.09%
$41.5B
$17.7 Million 0.01% of portfolio
209
Q2 2021 Reduced 98.34%
$42.8B
$16.7 Million 0.01% of portfolio
180
Q3 2021 Reduced 7.22%
$91.5B
$22.7 Million 0.01% of portfolio
1,764
Q1 2023 Reduced 0.84%
$239B
$31.4 Million 0.01% of portfolio
261
Q1 2024 Reduced 29.46%
$3.53B
$30.9 Million 0.01% of portfolio
103
Q2 2021 Reduced 99.09%
$70.2B
$27.4 Million 0.01% of portfolio
142
Q2 2021 Reduced 99.43%
$21B
$24.3 Million 0.01% of portfolio
314
Q3 2023 Added 31.93%
$41.2B
$40.1 Million 0.01% of portfolio
338
Q2 2021 Reduced 98.9%
$137B
$27.1 Million 0.01% of portfolio
224
Q1 2024 Reduced 21.13%

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
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