Financial Perspectives, Inc Portfolio Holdings

Financial Perspectives, Inc

  • $361 Billion
  • Q3 2025

Financial Perspectives, Inc has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $361 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 $20.7B, Vanguard Information Technolog with a value of $20.6B, Vanguard Whitehall Fds (Vangua with a value of $20.2B, Microsoft Corp with a value of $17.2B, and Apple Inc. with a value of $16.3B.

Examining the 13F form we can see an increase of $29.8B in the current position value, from $331B to 361B.

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 $361 Billion
ETFs: $173 Billion
Technology: $74.9 Billion
Healthcare: $48 Billion
Consumer Cyclical: $16.8 Billion
Communication Services: $13.5 Billion
Financial Services: $11.2 Billion
Industrials: $6.52 Billion
Consumer Defensive: $4.48 Billion
Other: $5.52 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141B
$467 Million 0.13% of portfolio
18,342
Q3 2025 Added 0.15%
$55.3B
$427 Million 0.12% of portfolio
39,316
Q3 2025 Added 33.09%
$490B
$440 Million 0.12% of portfolio
3,907
Q3 2025 Reduced 5.99%
$279B
$430 Million 0.12% of portfolio
4,168
Q2 2025 Added 0.02%
$85.9B
$409 Million 0.11% of portfolio
1,852
Q3 2025 Added 87.64%
$388B
$395 Million 0.11% of portfolio
2,442
Q3 2025 Reduced 2.51%
$144B
$363 Million 0.1% of portfolio
793
Q3 2025 Added 94.84%
$413B
$377 Million 0.1% of portfolio
7,312
Q3 2025 Reduced 0.5%
$224B
$312 Million 0.09% of portfolio
1,027
Q3 2025 Added 13.86%
$187B
$325 Million 0.09% of portfolio
1,953
Q2 2025 Added 0.05%
$41.4B
$316 Million 0.09% of portfolio
3,524
Q3 2025 Reduced 0.25%
$1.87B
$294 Million 0.08% of portfolio
912
Q2 2025 Added 21.76%
$82.2B
$289 Million 0.08% of portfolio
1,281
Q4 2024 Reduced 2.44%
$92B
$277 Million 0.08% of portfolio
1,821
Q2 2021 Reduced 99.03%
$303B
$274 Million 0.08% of portfolio
1,765
Q3 2025 Reduced 12.41%
$3.8B
$290 Million 0.08% of portfolio
11,262
Q3 2025 Added 0.08%
$4.71B
$259 Million 0.07% of portfolio
13,688
Q2 2025 Added 0.41%
$319B
$269 Million 0.07% of portfolio
3,929
Q3 2025 Reduced 5.19%
$159B
$253 Million 0.07% of portfolio
519
Q2 2025 Added 2.57%
$181B
$249 Million 0.07% of portfolio
2,539
Q3 2025 New
$283B
$227 Million 0.06% of portfolio
1,774
Q3 2024 Added 47.83%
$204B
$230 Million 0.06% of portfolio
1,637
Q3 2025 Added 11.97%
$222B
$223 Million 0.06% of portfolio
460
Q3 2025 Added 0.22%
$16.2B
$202 Million 0.06% of portfolio
6,154
Q4 2024 Reduced 17.37%
$418B
$204 Million 0.06% of portfolio
1,139
Q3 2025 Added 0.71%
$23.5B
$200 Million 0.06% of portfolio
588
Q4 2024 Reduced 32.34%
$124B
$201 Million 0.06% of portfolio
4,894
Q1 2024 Added 19.54%
$26.6B
$204 Million 0.06% of portfolio
2,000
Q2 2021 Reduced 97.3%
$3.1B
$231 Million 0.06% of portfolio
23,130
Q3 2025 Added 0.09%
$73.7B
$228 Million 0.06% of portfolio
833
Q3 2025 Added 3.35%
$28.2B
$227 Million 0.06% of portfolio
11,251
Q4 2022 Reduced 2.64%
-
$202 Million 0.06% of portfolio
-
Q2 2025 Added 297.44%
$24.2B
$216 Million 0.06% of portfolio
697
Q4 2022 Added 0.29%
$583M
$180 Million 0.05% of portfolio
6,014
Q4 2021 Reduced 45.84%
$40.3B
$173 Million 0.05% of portfolio
513
Q3 2025 Added 4.06%
$23.1B
$177 Million 0.05% of portfolio
572
Q2 2021 Reduced 99.62%
$22.7B
$182 Million 0.05% of portfolio
10,562
Q4 2021 Added 11.35%
$30.3B
$166 Million 0.05% of portfolio
2,300
Q2 2025 Added 1.68%
$172B
$173 Million 0.05% of portfolio
3,935
Q3 2025 Added 2.69%
$59.6B
$167 Million 0.05% of portfolio
778
Q4 2022 Reduced 2.99%
$26.6B
$193 Million 0.05% of portfolio
1,363
Q3 2025 Added 0.37%
$197B
$195 Million 0.05% of portfolio
952
Q1 2024 Reduced 0.21%
$47B
$166 Million 0.05% of portfolio
338
Q1 2025 Added 0.3%
$346B
$128 Million 0.04% of portfolio
835
Q3 2025 Added 21.9%
$64.5B
$138 Million 0.04% of portfolio
425
Q3 2021 Reduced 58.78%
$35B
$153 Million 0.04% of portfolio
1,338
Q2 2021 Reduced 98.93%
$103B
$146 Million 0.04% of portfolio
1,120
Q4 2024 New
$2.76B
$148 Million 0.04% of portfolio
994
Q2 2021 Reduced 96.68%
$100B
$135 Million 0.04% of portfolio
2,220
Q2 2025 Reduced 8.0%

Summary

  • Portfolio
  • No. of Stocks 724
  • Current Value $361 Billion
  • Prior Value $331 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 164 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

Follow Financial Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Financial Perspectives, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email