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
$249B
$352 Million 0.12% of portfolio
5,944
Q3 2024 Reduced 5.79%
$47.2B
$317 Million 0.11% of portfolio
30,567
Q4 2024 Added 8.58%
$771B
$322 Million 0.11% of portfolio
417
Q4 2024 Added 14.88%
$292B
$302 Million 0.1% of portfolio
2,084
Q1 2024 Reduced 3.25%
$187B
$303 Million 0.1% of portfolio
2,505
Q4 2024 Added 15.38%
$212B
$286 Million 0.1% of portfolio
986
Q4 2024 Added 4.23%
$194B
$310 Million 0.1% of portfolio
2,018
Q4 2024 Added 2.02%
$222B
$259 Million 0.09% of portfolio
1,552
Q4 2024 Added 18.38%
$99.2B
$266 Million 0.09% of portfolio
3,158
Q4 2024 Added 2.3%
$170B
$259 Million 0.09% of portfolio
519
Q1 2024 Reduced 0.19%
$3.78B
$283 Million 0.09% of portfolio
11,832
Q4 2024 Added 0.9%
$234B
$239 Million 0.08% of portfolio
459
Q4 2024 Added 119.62%
$934M
$248 Million 0.08% of portfolio
3,750
Q2 2024 Reduced 3.9%
$19.7B
$248 Million 0.08% of portfolio
11,251
Q4 2022 Reduced 2.64%
$42.2B
$244 Million 0.08% of portfolio
27,502
Q4 2024 Reduced 23.84%
$477M
$238 Million 0.08% of portfolio
6,014
Q4 2021 Reduced 45.84%
$90.4B
$199 Million 0.07% of portfolio
987
Q4 2024 Added 43.67%
$15B
$196 Million 0.07% of portfolio
6,154
Q4 2024 Reduced 17.37%
$29.5B
$210 Million 0.07% of portfolio
2,000
Q2 2021 Reduced 97.3%
$208B
$213 Million 0.07% of portfolio
1,399
Q4 2024 Added 7.78%
$45B
$195 Million 0.07% of portfolio
2,300
Q1 2024 Added 7.23%
$144B
$172 Million 0.06% of portfolio
407
Q4 2024 Added 68.88%
$162B
$180 Million 0.06% of portfolio
2,375
Q4 2024 Added 9.2%
$71.3B
$188 Million 0.06% of portfolio
802
Q4 2024 Added 4.84%
$225B
$173 Million 0.06% of portfolio
1,774
Q3 2024 Added 47.83%
$144B
$166 Million 0.06% of portfolio
1,120
Q4 2024 New
$37.1B
$172 Million 0.06% of portfolio
676
Q2 2021 Reduced 99.76%
$58B
$180 Million 0.06% of portfolio
337
Q4 2024 Added 145.99%
$24.8B
$172 Million 0.06% of portfolio
10,562
Q4 2021 Added 11.35%
$393B
$136 Million 0.05% of portfolio
810
Q4 2024 Added 19.65%
$18.8B
$162 Million 0.05% of portfolio
697
Q4 2022 Added 0.29%
$165B
$158 Million 0.05% of portfolio
3,962
Q4 2024 Added 9.3%
$52.4B
$141 Million 0.05% of portfolio
1,070
Q1 2024 Reduced 1.74%
$72.1B
$137 Million 0.05% of portfolio
193
Q4 2024 Added 10.92%
$19.3B
$149 Million 0.05% of portfolio
572
Q2 2021 Reduced 99.62%
$67.6B
$162 Million 0.05% of portfolio
1,821
Q2 2021 Reduced 99.03%
$23.2B
$163 Million 0.05% of portfolio
1,346
Q4 2024 Added 0.45%
$43.1B
$157 Million 0.05% of portfolio
2,588
Q4 2024 Added 0.23%
$113B
$148 Million 0.05% of portfolio
4,894
Q1 2024 Added 19.54%
$36.8B
$138 Million 0.05% of portfolio
2,046
Q1 2024 Reduced 41.86%
$155B
$155 Million 0.05% of portfolio
952
Q1 2024 Reduced 0.21%
$31.3B
$126 Million 0.04% of portfolio
1,338
Q2 2021 Reduced 98.93%
$89.8B
$104 Million 0.04% of portfolio
378
Q4 2024 Added 6,200.0%
$2.57B
$109 Million 0.04% of portfolio
13,688
Q4 2024 Reduced 2.36%
$342B
$109 Million 0.04% of portfolio
327
Q4 2024 Added 46.64%
$41.3B
$122 Million 0.04% of portfolio
493
Q1 2023 Added 19.37%
$275B
$113 Million 0.04% of portfolio
1,813
Q4 2024 Added 25.73%
$250B
$131 Million 0.04% of portfolio
1,317
Q4 2024 Added 3.38%
$10.6B
$108 Million 0.04% of portfolio
635
Q4 2024 Added 11.6%

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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