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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$121B
$18.1 Billion 6.09% of portfolio
227,096
Q4 2024 Added 2.37%
$3.79T
$16.2 Billion 5.44% of portfolio
64,643
Q4 2024 Added 0.84%
$3.09T
$14.1 Billion 4.75% of portfolio
33,537
Q4 2024 Added 1.64%
$147B
$12.9 Billion 4.35% of portfolio
144,920
Q4 2024 Reduced 0.97%
$89.6B
$7.58 Billion 2.55% of portfolio
32,705
Q4 2024 Reduced 14.53%
$1.09T
$6.19 Billion 2.08% of portfolio
31,320
Q4 2024 Added 0.17%
$299B
$6 Billion 2.02% of portfolio
44,693
Q4 2024 Added 0.06%
$1.25T
$5.25 Billion 1.76% of portfolio
27,589
Q4 2024 Added 0.73%
$2.42T
$4.57 Billion 1.54% of portfolio
20,845
Q4 2024 Added 1.17%
$1.28T
$3.17 Billion 1.06% of portfolio
7,840
Q4 2024 Added 0.99%
$96.8B
$2.43 Billion 0.82% of portfolio
1,430
Q3 2024 Added 0.21%
$1.55T
$2.39 Billion 0.8% of portfolio
4,090
Q4 2024 Added 3.54%
$325B
$2.33 Billion 0.78% of portfolio
13,132
Q4 2024 Added 7.58%
$784B
$2.33 Billion 0.78% of portfolio
9,711
Q4 2024 Added 6.38%
$507B
$2.26 Billion 0.76% of portfolio
4,459
Q4 2024 Added 7.21%
$139B
$1.94 Billion 0.65% of portfolio
18,222
Q2 2024 Added 20.03%
$68.4B
$1.41 Billion 0.47% of portfolio
13,294
Q4 2024 Reduced 0.83%
$610B
$1.29 Billion 0.43% of portfolio
2,853
Q4 2024 Added 12.19%
$294B
$1.19 Billion 0.4% of portfolio
1,717
Q4 2024 Added 4.31%
$398B
$1.17 Billion 0.39% of portfolio
8,106
Q4 2024 Added 3.91%
$35.7B
$1.16 Billion 0.39% of portfolio
18,262
Q3 2024 Added 2.93%
$71B
$968 Million 0.33% of portfolio
20,241
Q4 2024 Added 2.26%
$191B
$968 Million 0.33% of portfolio
11,256
Q4 2024 Added 0.54%
$224B
$958 Million 0.32% of portfolio
8,468
Q4 2023 Reduced 4.09%
$153B
$932 Million 0.31% of portfolio
3,574
Q4 2024 Added 2.73%
$459B
$756 Million 0.25% of portfolio
4,534
Q4 2024 Added 15.69%
$434B
$747 Million 0.25% of portfolio
815
Q4 2024 Added 5.16%
$122B
$744 Million 0.25% of portfolio
8,054
Q2 2024 Added 0.01%
$1.22T
$749 Million 0.25% of portfolio
3,954
Q4 2024 Added 33.31%
$422B
$710 Million 0.24% of portfolio
1,826
Q4 2024 Added 4.34%
$150B
$672 Million 0.23% of portfolio
2,974
Q4 2024 Added 1.26%
$113B
$679 Million 0.23% of portfolio
10,633
Q4 2024 Added 8.51%
$206B
$658 Million 0.22% of portfolio
5,906
Q4 2024 Added 12.28%
$445B
$614 Million 0.21% of portfolio
5,706
Q4 2024 Added 8.52%
$530B
$615 Million 0.21% of portfolio
1,168
Q4 2024 Added 1.48%
$202B
$569 Million 0.19% of portfolio
1,091
Q3 2022 Added 1.02%
$206B
$578 Million 0.19% of portfolio
545
Q4 2024 Added 12.6%
$148B
$575 Million 0.19% of portfolio
15,322
Q4 2024 Added 4.87%
$26.1B
$540 Million 0.18% of portfolio
6,158
Q4 2024 Added 0.56%
$35B
$500 Million 0.17% of portfolio
16,213
Q4 2024 Added 0.17%
$63.5B
$478 Million 0.16% of portfolio
3,533
Q4 2024 Added 24.97%
$149B
$490 Million 0.16% of portfolio
18,470
Q4 2024 Reduced 3.17%
$169B
$458 Million 0.15% of portfolio
20,121
Q4 2024 Added 7.66%
$93.6B
$431 Million 0.14% of portfolio
8,233
Q4 2024 Added 0.02%
$266B
$410 Million 0.14% of portfolio
4,533
Q4 2024 Added 1.41%
$559B
$428 Million 0.14% of portfolio
1,353
Q4 2024 Added 11.36%
$54.7B
$427 Million 0.14% of portfolio
6,261
Q4 2024 Added 16.2%
$196B
$380 Million 0.13% of portfolio
1,048
Q4 2023 Added 4.28%
$372B
$378 Million 0.13% of portfolio
8,605
Q4 2024 Added 8.94%

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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