Financial Perspectives, Inc Portfolio Holdings

Financial Perspectives, Inc

  • $331 Billion
  • Q2 2025

Financial Perspectives, Inc has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $331 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 $19.1B, Vanguard Information Technolog with a value of $19B, Vanguard Whitehall Fds (Vangua with a value of $18.7B, Microsoft Corp with a value of $16.7B, and Boston Scientific Corp with a value of $14.4B.

Examining the 13F form we can see an increase of $38.7B in the current position value, from $292B to 331B.

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 $331 Billion
ETFs: $161 Billion
Technology: $65.1 Billion
Healthcare: $46.3 Billion
Consumer Cyclical: $15.7 Billion
Communication Services: $11.5 Billion
Financial Services: $10.5 Billion
Industrials: $6.03 Billion
Consumer Defensive: $4.42 Billion
Other: $4.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$122B
$19.1 Billion 5.77% of portfolio
218,918
Q2 2025 Reduced 1.82%
$0
$19 Billion 5.74% of portfolio
28,602
Q2 2025 Added 3.6%
$0
$18.7 Billion 5.65% of portfolio
140,178
Q2 2025 Added 3.35%
$3.95T
$16.7 Billion 5.06% of portfolio
33,659
Q2 2025 Added 1.66%
$147B
$14.4 Billion 4.36% of portfolio
134,150
Q2 2025 Reduced 2.22%
$3.69T
$13.3 Billion 4.03% of portfolio
65,042
Q2 2025 Added 2.1%
$0
$10.4 Billion 3.15% of portfolio
94,664
Q2 2025 Added 2.17%
$0
$9.62 Billion 2.91% of portfolio
120,120
Q2 2025 Added 10.8%
$0
$9.45 Billion 2.86% of portfolio
104,910
Q2 2025 Added 1.94%
$0
$9.44 Billion 2.85% of portfolio
46,121
Q2 2025 Added 7.22%
$127B
$9.11 Billion 2.75% of portfolio
33,038
Q2 2025 Added 1.0%
$0
$8.42 Billion 2.55% of portfolio
71,852
Q2 2025 Added 1.67%
$1.27T
$8.04 Billion 2.43% of portfolio
35,512
Q2 2025 Added 11.96%
$456B
$7.23 Billion 2.19% of portfolio
45,777
Q2 2025 Reduced 0.39%
$0
$6.13 Billion 1.85% of portfolio
119,747
Q2 2025 Added 4.66%
$0
$5.61 Billion 1.7% of portfolio
28,454
Q2 2025 Added 1.11%
$2.26T
$4.95 Billion 1.5% of portfolio
22,559
Q2 2025 Added 8.54%
$0
$4.41 Billion 1.33% of portfolio
7,140
Q2 2025 Added 3.3%
$0
$4.31 Billion 1.3% of portfolio
6,948
Q2 2025 Added 5.27%
$0
$3.97 Billion 1.2% of portfolio
62,143
Q2 2025 Added 11.19%
$118B
$3.46 Billion 1.04% of portfolio
1,323
Q2 2025 Reduced 7.42%
$1.78T
$3.31 Billion 1.0% of portfolio
4,479
Q2 2025 Added 6.34%
$0
$2.82 Billion 0.85% of portfolio
12,895
Q2 2025 Added 10.86%
$859B
$2.82 Billion 0.85% of portfolio
9,719
Q2 2025 Added 0.04%
$0
$2.65 Billion 0.8% of portfolio
4,665
Q2 2025 Reduced 22.07%
$1.08T
$2.62 Billion 0.79% of portfolio
8,238
Q2 2025 Reduced 4.84%
$351B
$2.44 Billion 0.74% of portfolio
13,138
Q2 2025 Added 0.02%
$0
$2.42 Billion 0.73% of portfolio
47,794
Q2 2025 Reduced 10.08%
$178B
$2.18 Billion 0.66% of portfolio
18,921
Q2 2025 Added 3.84%
$97.8B
$2.14 Billion 0.65% of portfolio
13,354
Q2 2025 Added 0.54%
$0
$2.16 Billion 0.65% of portfolio
12,461
Q2 2025 Added 3.27%
$87.3B
$2.14 Billion 0.65% of portfolio
14,026
Q2 2025 Added 0.01%
$0
$2.04 Billion 0.62% of portfolio
59,077
Q2 2025 Added 0.59%
$0
$1.99 Billion 0.6% of portfolio
48,964
Q2 2025 Added 1.36%
$0
$1.81 Billion 0.55% of portfolio
56,498
Q2 2025 Added 10.0%
$0
$1.75 Billion 0.53% of portfolio
3,165
Q2 2025 Added 11.56%
$295B
$1.55 Billion 0.47% of portfolio
1,928
Q2 2025 Added 12.29%
$621B
$1.53 Billion 0.46% of portfolio
3,146
Q2 2025 Added 12.44%
$0
$1.44 Billion 0.43% of portfolio
54,257
Q2 2025 Added 92.5%
$0
$1.42 Billion 0.43% of portfolio
3,343
Q2 2025 Added 2.51%
$245B
$1.36 Billion 0.41% of portfolio
4,355
Q2 2025 Reduced 2.38%
$0
$1.34 Billion 0.4% of portfolio
57,116
Q2 2025 Added 4.21%
$0
$1.18 Billion 0.36% of portfolio
6,667
Q1 2025 Added 0.26%
$452B
$1.2 Billion 0.36% of portfolio
7,865
Q2 2025 Reduced 1.5%
$229B
$1.15 Billion 0.35% of portfolio
8,468
Q4 2023 Reduced 4.09%
$439B
$1.11 Billion 0.34% of portfolio
1,120
Q1 2025 Added 37.42%
$0
$984 Million 0.3% of portfolio
17,255
Q2 2025 Added 0.34%
$0
$1.01 Billion 0.3% of portfolio
10,708
Q2 2025 Added 4.52%
$684B
$991 Million 0.3% of portfolio
4,534
Q4 2024 Added 15.69%

Summary

  • Portfolio
  • No. of Stocks 724
  • Current Value $331 Billion
  • Prior Value $292 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 183 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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