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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$0
$8.42 Billion 2.55% of portfolio
71,852
Q2 2025 Added 1.67%
$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%
$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%
$0
$2.82 Billion 0.85% of portfolio
12,895
Q2 2025 Added 10.86%
$0
$2.65 Billion 0.8% of portfolio
4,665
Q2 2025 Reduced 22.07%
$0
$2.42 Billion 0.73% of portfolio
47,794
Q2 2025 Reduced 10.08%
$0
$2.16 Billion 0.65% of portfolio
12,461
Q2 2025 Added 3.27%
$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%
$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%
$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%
$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%
$0
$970 Million 0.29% of portfolio
24,230
Q3 2022 New
$0
$935 Million 0.28% of portfolio
10,368
Q2 2025 Added 7.05%
$0
$823 Million 0.25% of portfolio
3,313
Q2 2025 Added 0.06%
$0
$821 Million 0.25% of portfolio
9,222
Q2 2025 Reduced 2.98%
$0
$838 Million 0.25% of portfolio
3,884
Q2 2025 Added 22.1%
$0
$782 Million 0.24% of portfolio
2,158
Q2 2025 Added 11.52%
$0
$793 Million 0.24% of portfolio
6,661
Q2 2025 Reduced 4.45%
$0
$751 Million 0.23% of portfolio
2,694
Q2 2025 Added 0.04%
$0
$765 Million 0.23% of portfolio
1,746
Q2 2025 Added 74.25%
$0
$719 Million 0.22% of portfolio
2,365
Q2 2025 Added 1.24%
$0
$671 Million 0.2% of portfolio
13,635
Q3 2024 Added 0.01%
$0
$636 Million 0.19% of portfolio
16,102
Q2 2025 Added 104.39%
$0
$582 Million 0.18% of portfolio
9,166
Q2 2025 Added 6.05%
$0
$611 Million 0.18% of portfolio
4,757
Q2 2025 Added 54.15%
$0
$546 Million 0.17% of portfolio
6,545
Q2 2025 Added 5.06%
$0
$528 Million 0.16% of portfolio
4,832
Q2 2025 Added 0.5%
$0
$489 Million 0.15% of portfolio
6,138
Q2 2025 Added 4.12%
$0
$468 Million 0.14% of portfolio
7,798
Q2 2025 Reduced 12.0%
$0
$417 Million 0.13% of portfolio
5,949
Q2 2025 Added 1.64%
$0
$434 Million 0.13% of portfolio
6,944
Q2 2025 Reduced 4.31%
$0
$437 Million 0.13% of portfolio
5,537
Q2 2025 Added 6.42%
$0
$434 Million 0.13% of portfolio
3,872
Q2 2025 Added 8.46%
$0
$405 Million 0.12% of portfolio
8,181
Q2 2025 Added 12.89%
$0
$409 Million 0.12% of portfolio
4,870
Q2 2025 Added 0.39%

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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