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 Companies Only

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%
$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%
$127B
$9.11 Billion 2.75% of portfolio
33,038
Q2 2025 Added 1.0%
$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%
$1.24T
$5 Billion 1.51% of portfolio
28,167
Q2 2025 Added 2.32%
$2.26T
$4.95 Billion 1.5% of portfolio
22,559
Q2 2025 Added 8.54%
$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%
$859B
$2.82 Billion 0.85% of portfolio
9,719
Q2 2025 Added 0.04%
$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%
$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%
$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%
$245B
$1.36 Billion 0.41% of portfolio
4,355
Q2 2025 Reduced 2.38%
$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%
$684B
$991 Million 0.3% of portfolio
4,534
Q4 2024 Added 15.69%
$152B
$999 Million 0.3% of portfolio
3,578
Q2 2025 Added 0.06%
$29.2B
$946 Million 0.29% of portfolio
18,262
Q3 2024 Added 2.93%
$68B
$912 Million 0.28% of portfolio
20,162
Q2 2025 Added 0.12%
$150B
$893 Million 0.27% of portfolio
8,054
Q2 2024 Added 0.01%
$137B
$826 Million 0.25% of portfolio
10,769
Q2 2025 Added 1.28%
$112B
$777 Million 0.23% of portfolio
11,256
Q4 2024 Added 0.54%
$1.21T
$722 Million 0.22% of portfolio
4,096
Q1 2025 Added 3.59%
$207B
$692 Million 0.21% of portfolio
5,583
Q1 2025 Reduced 5.47%
$146B
$693 Million 0.21% of portfolio
2,974
Q4 2024 Added 1.26%
$405B
$651 Million 0.2% of portfolio
1,775
Q2 2025 Added 0.06%
$548B
$645 Million 0.2% of portfolio
1,148
Q2 2025 Added 0.97%
$169B
$593 Million 0.18% of portfolio
1,091
Q3 2022 Added 1.02%
$141B
$583 Million 0.18% of portfolio
16,324
Q2 2025 Added 6.48%
$172B
$560 Million 0.17% of portfolio
545
Q4 2024 Added 12.6%
$203B
$574 Million 0.17% of portfolio
19,844
Q2 2025 Reduced 1.63%
$55B
$569 Million 0.17% of portfolio
7,773
Q2 2025 Added 24.13%
$43.6B
$515 Million 0.16% of portfolio
37,517
Q2 2025 Added 13.97%
$34.5B
$511 Million 0.15% of portfolio
16,284
Q2 2025 Added 0.25%
$551B
$480 Million 0.15% of portfolio
1,353
Q4 2024 Added 11.36%
$442B
$448 Million 0.14% of portfolio
4,156
Q2 2025 Reduced 9.75%
$25.8B
$474 Million 0.14% of portfolio
6,255
Q2 2025 Added 3.27%
$118B
$473 Million 0.14% of portfolio
8,071
Q2 2025 Added 0.02%
$306B
$454 Million 0.14% of portfolio
1,764
Q2 2025 Added 13.66%
$608B
$430 Million 0.13% of portfolio
552
Q2 2025 Added 32.37%
$138B
$444 Million 0.13% of portfolio
18,314
Q2 2025 Added 0.14%
$218B
$407 Million 0.12% of portfolio
1,048
Q4 2023 Added 4.28%

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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