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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$174M
$1.04 Million 0.0% of portfolio
2,602
Q4 2024 Reduced 79.9%
$259M
$136,000 0.0% of portfolio
30
Q2 2021 Reduced 96.07%
$140M
$85,000 0.0% of portfolio
70
Q2 2025 New
$157M
$13,000 0.0% of portfolio
6
Q2 2021 Reduced 97.62%
$146M
$428,000 0.0% of portfolio
201
Q4 2021 New
$245M
$2.14 Million 0.0% of portfolio
200
Q2 2021 Reduced 92.55%
$84.1M
$1.89 Million 0.0% of portfolio
100
Q2 2021 Reduced 92.69%

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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