Financial Perspectives, Inc Portfolio Holdings
Financial Perspectives, Inc
- $271 Billion
- Q2 2024
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 681
- Current Value $271 Billion
- Prior Value $264 Billion
- Filing
- Period Q2 2024
- Filing Date August 09, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 21 stocks
- Additional Purchases 145 stocks
- Sold out of 0 stocks
- Reduced holdings in 35 stocks