Financial Perspectives, Inc Portfolio Holdings

Financial Perspectives, Inc

  • $292 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$109B
$20 Billion 6.86% of portfolio
222,979
Q1 2025 Reduced 1.81%
$0
$17.7 Billion 6.05% of portfolio
135,633
Q1 2025 Reduced 0.22%
$0
$15 Billion 5.14% of portfolio
27,607
Q1 2025 Added 4.11%
$3.1T
$14.2 Billion 4.85% of portfolio
63,707
Q1 2025 Reduced 1.45%
$134B
$13.8 Billion 4.74% of portfolio
137,192
Q1 2025 Reduced 5.33%
$2.68T
$12.4 Billion 4.26% of portfolio
33,110
Q1 2025 Reduced 1.27%
$0
$8.6 Billion 2.94% of portfolio
92,656
Q1 2025 Reduced 0.85%
$0
$8.56 Billion 2.93% of portfolio
70,672
Q1 2025 Added 0.7%
$0
$8.54 Billion 2.92% of portfolio
102,917
Q1 2025 Added 4.04%
$0
$8.34 Billion 2.86% of portfolio
43,016
Q1 2025 Reduced 2.07%
$0
$7.99 Billion 2.73% of portfolio
108,410
Q1 2025 Added 7.9%
$0
$5.89 Billion 2.02% of portfolio
114,419
Q1 2025 Added 3.2%
$67.3B
$5.48 Billion 1.87% of portfolio
32,711
Q1 2025 Added 0.02%
$767B
$5.27 Billion 1.8% of portfolio
31,719
Q1 2025 Added 1.27%
$241B
$4.98 Billion 1.71% of portfolio
45,958
Q1 2025 Added 2.83%
$0
$4.54 Billion 1.55% of portfolio
28,142
Q1 2025 Added 1.42%
$1.7T
$3.97 Billion 1.36% of portfolio
20,785
Q1 2025 Reduced 0.29%
$0
$3.87 Billion 1.32% of portfolio
6,912
Q1 2025 Added 7.7%
$0
$3.8 Billion 1.3% of portfolio
6,600
Q1 2025 Added 0.99%
$0
$3.45 Billion 1.18% of portfolio
55,887
Q1 2025 Added 8.22%
$0
$3.08 Billion 1.05% of portfolio
5,986
Q1 2025 Reduced 1.34%
$104B
$2.79 Billion 0.95% of portfolio
1,429
Q1 2025 Reduced 0.07%
$301B
$2.75 Billion 0.94% of portfolio
13,135
Q1 2025 Added 0.02%
$0
$2.69 Billion 0.92% of portfolio
53,152
Q1 2025 Added 29.65%
$0
$2.55 Billion 0.87% of portfolio
11,632
Q1 2025 Added 9.87%
$1.12T
$2.43 Billion 0.83% of portfolio
4,212
Q1 2025 Added 2.98%
$672B
$2.38 Billion 0.82% of portfolio
9,715
Q1 2025 Added 0.04%
$398B
$2.34 Billion 0.8% of portfolio
4,461
Q1 2025 Added 0.04%
$718B
$2.24 Billion 0.77% of portfolio
8,657
Q1 2025 Added 10.42%
$69.7B
$2.06 Billion 0.71% of portfolio
14,024
Q1 2025 Added 1.34%
$0
$1.82 Billion 0.62% of portfolio
58,729
Q1 2025 Reduced 0.53%
$97.2B
$1.74 Billion 0.6% of portfolio
18,222
Q2 2024 Added 20.03%
$65.5B
$1.73 Billion 0.59% of portfolio
13,282
Q1 2025 Reduced 0.09%
$0
$1.69 Billion 0.58% of portfolio
12,067
Q1 2025 Added 0.52%
$0
$1.65 Billion 0.57% of portfolio
48,308
Q1 2025 Added 0.85%
$674B
$1.52 Billion 0.52% of portfolio
2,798
Q1 2025 Reduced 1.93%
$0
$1.46 Billion 0.5% of portfolio
51,364
Q1 2025 Added 19.01%
$0
$1.4 Billion 0.48% of portfolio
54,806
Q1 2025 Added 0.04%
$0
$1.33 Billion 0.46% of portfolio
2,837
Q1 2025 Reduced 7.01%
$410B
$1.32 Billion 0.45% of portfolio
7,985
Q1 2025 Reduced 1.49%
$0
$1.18 Billion 0.4% of portfolio
3,261
Q1 2025 Added 0.49%
$0
$1.15 Billion 0.39% of portfolio
6,667
Q1 2025 Added 0.26%
$248B
$1.14 Billion 0.39% of portfolio
1,717
Q4 2024 Added 4.31%
$146B
$1.11 Billion 0.38% of portfolio
3,576
Q1 2025 Added 0.06%
$227B
$1.12 Billion 0.38% of portfolio
8,468
Q4 2023 Reduced 4.09%
$34.2B
$1.09 Billion 0.37% of portfolio
18,262
Q3 2024 Added 2.93%
$424B
$1.06 Billion 0.36% of portfolio
1,120
Q1 2025 Added 37.42%
$131B
$902 Million 0.31% of portfolio
8,054
Q2 2024 Added 0.01%
$0
$904 Million 0.31% of portfolio
6,971
Q1 2025 Added 0.22%

Summary

  • Portfolio
  • No. of Stocks 724
  • Current Value $292 Billion
  • Prior Value $298 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 143 stocks
  • Sold out of 5 stocks
  • Reduced holdings in 89 stocks
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