Financial Perspectives, Inc has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $271 Billion distributed in 681 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Medtronic PLC with a value of $18.2B, Vanguard Whitehall Fds (Vangua with a value of $15.9B, Microsoft Corp with a value of $14.8B, Vanguard Information Technolog with a value of $13.7B, and Apple Inc. with a value of $13.4B.
Examining the 13F form we can see an increase of $6.98B in the current position value, from $264B to 271B.
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
$271 Billion
ETFs: $130 Billion
Technology: $53.7 Billion
Healthcare: $43 Billion
Consumer Cyclical: $11 Billion
Communication Services: $9.45 Billion
Financial Services: $7.77 Billion
Industrials: $4.3 Billion
Consumer Defensive: $3.93 Billion
Other: $4.85 Billion
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
