Financial Perspectives, Inc has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $292 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 $20B, Vanguard Whitehall Fds (Vangua with a value of $17.7B, Vanguard Information Technolog with a value of $15B, Apple Inc. with a value of $14.2B, and Boston Scientific Corp with a value of $13.8B.
Examining the 13F form we can see an decrease of $5.63B in the current position value, from $298B to 292B.
Also it can be appreciated an additional of 9 stocks purchases and 5 closed positions.
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
$292 Billion
ETFs: $142 Billion
Technology: $50.4 Billion
Healthcare: $48.3 Billion
Consumer Cyclical: $13.3 Billion
Communication Services: $9.63 Billion
Financial Services: $9.54 Billion
Industrials: $5.38 Billion
Consumer Defensive: $4.5 Billion
Other: $4.8 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
