Financial Perspectives, Inc Portfolio Holdings

Financial Perspectives, Inc

  • $298 Billion
  • Q4 2024

Financial Perspectives, Inc has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $298 Billion distributed in 726 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Medtronic PLC with a value of $18.1B, Vanguard Whitehall Fds (Vangua with a value of $17.3B, Vanguard Information Technolog with a value of $16.5B, Apple Inc. with a value of $16.2B, and Microsoft Corp with a value of $14.1B.

Examining the 13F form we can see an increase of $9.25B in the current position value, from $288B to 298B.

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 $298 Billion
ETFs: $141 Billion
Technology: $58.9 Billion
Healthcare: $44.6 Billion
Consumer Cyclical: $14.1 Billion
Communication Services: $10.6 Billion
Financial Services: $9.55 Billion
Industrials: $5.18 Billion
Consumer Defensive: $4.34 Billion
Other: $5.25 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.1B
$193 Million 0.06% of portfolio
798
Q4 2023 Reduced 1.36%
$0
$184 Million 0.06% of portfolio
3,661
Q4 2024 Reduced 21.45%
$241B
$173 Million 0.06% of portfolio
1,774
Q3 2024 Added 47.83%
$100B
$166 Million 0.06% of portfolio
1,120
Q4 2024 New
$33.7B
$172 Million 0.06% of portfolio
676
Q2 2021 Reduced 99.76%
$52.6B
$180 Million 0.06% of portfolio
337
Q4 2024 Added 145.99%
$21.7B
$172 Million 0.06% of portfolio
10,562
Q4 2021 Added 11.35%
$0
$135 Million 0.05% of portfolio
828
Q2 2022 Added 8.09%
$0
$154 Million 0.05% of portfolio
951
Q3 2024 Added 0.11%
Flutter Entmt PLC
-
$134 Million 0.05% of portfolio
-
Q1 2024 New
$395B
$136 Million 0.05% of portfolio
810
Q4 2024 Added 19.65%
$13.2B
$162 Million 0.05% of portfolio
697
Q4 2022 Added 0.29%
$185B
$158 Million 0.05% of portfolio
3,962
Q4 2024 Added 9.3%
$48.3B
$136 Million 0.05% of portfolio
2,753
Q1 2022 Added 14.71%
$0
$154 Million 0.05% of portfolio
6,925
Q4 2024 Added 24.3%
$51.4B
$141 Million 0.05% of portfolio
1,070
Q1 2024 Reduced 1.74%
$0
$140 Million 0.05% of portfolio
1,377
Q4 2024 Added 0.15%
$0
$139 Million 0.05% of portfolio
2,112
Q3 2023 Added 100.0%
$0
$139 Million 0.05% of portfolio
1,764
Q3 2024 Added 4.38%
$18.6B
$149 Million 0.05% of portfolio
572
Q2 2021 Reduced 99.62%
$63.7B
$162 Million 0.05% of portfolio
1,821
Q2 2021 Reduced 99.03%
$0
$147 Million 0.05% of portfolio
3,193
Q4 2024 Reduced 8.22%
$26.6B
$163 Million 0.05% of portfolio
1,346
Q4 2024 Added 0.45%
$30B
$157 Million 0.05% of portfolio
2,588
Q4 2024 Added 0.23%
$0
$161 Million 0.05% of portfolio
1,743
Q4 2024 Added 0.58%
$104B
$148 Million 0.05% of portfolio
4,894
Q1 2024 Added 19.54%
$37.8B
$138 Million 0.05% of portfolio
2,046
Q1 2024 Reduced 41.86%
$131B
$155 Million 0.05% of portfolio
952
Q1 2024 Reduced 0.21%
Atlassian Corporation
-
$156 Million 0.05% of portfolio
-
Q1 2023 Added 9.73%
$0
$135 Million 0.05% of portfolio
1,053
Q4 2024 Added 0.19%
$0
$158 Million 0.05% of portfolio
1,864
Q4 2024 Added 0.27%
$0
$117 Million 0.04% of portfolio
4,952
Q4 2024 Reduced 18.58%
$33.7B
$126 Million 0.04% of portfolio
1,338
Q2 2021 Reduced 98.93%
$96.6B
$104 Million 0.04% of portfolio
378
Q4 2024 Added 6,200.0%
Ge Vernova Inc
-
$126 Million 0.04% of portfolio
-
Q4 2024 Added 18.63%
$0
$123 Million 0.04% of portfolio
954
Q4 2024 Added 0.1%
$3.12B
$109 Million 0.04% of portfolio
13,688
Q4 2024 Reduced 2.36%
$281B
$109 Million 0.04% of portfolio
327
Q4 2024 Added 46.64%
$26.9B
$122 Million 0.04% of portfolio
493
Q1 2023 Added 19.37%
$297B
$113 Million 0.04% of portfolio
1,813
Q4 2024 Added 25.73%
$236B
$131 Million 0.04% of portfolio
1,317
Q4 2024 Added 3.38%
$0
$105 Million 0.04% of portfolio
1,390
Q4 2024 Added 0.22%
$9.96B
$108 Million 0.04% of portfolio
635
Q4 2024 Added 11.6%
$232B
$122 Million 0.04% of portfolio
1,863
Q4 2024 Added 4.37%
$79.5B
$113 Million 0.04% of portfolio
550
Q4 2024 New
$23.5B
$109 Million 0.04% of portfolio
588
Q4 2024 Reduced 32.34%
$139B
$127 Million 0.04% of portfolio
1,777
Q4 2024 Added 22.05%
$12.7B
$124 Million 0.04% of portfolio
1,297
Q1 2024 Added 1.81%
$25.3B
$132 Million 0.04% of portfolio
2,608
Q2 2021 Reduced 98.25%

Summary

  • Portfolio
  • No. of Stocks 726
  • Current Value $298 Billion
  • Prior Value $288 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 61 stocks
  • Additional Purchases 212 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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