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
$63.4B
$57.2 Million 0.02% of portfolio
125
Q2 2021 Reduced 99.47%
$20.3B
$61.1 Million 0.02% of portfolio
1,240
Q4 2023 Reduced 24.85%
$51.8B
$77.3 Million 0.02% of portfolio
339
Q4 2024 Reduced 2.59%
$16.1B
$64.9 Million 0.02% of portfolio
535
Q4 2024 New
$115B
$54.9 Million 0.02% of portfolio
112
Q4 2022 Added 348.0%
$73.4B
$60.2 Million 0.02% of portfolio
1,696
Q3 2025 Added 0.3%
$74.9B
$70 Million 0.02% of portfolio
268
Q4 2023 Added 0.37%
$255B
$76.9 Million 0.02% of portfolio
231
Q3 2024 Added 0.43%
$79.5B
$70.9 Million 0.02% of portfolio
550
Q4 2024 New
$3.85B
$55.1 Million 0.02% of portfolio
830
Q1 2024 Reduced 19.88%
$55.9B
$58.2 Million 0.02% of portfolio
2,982
Q3 2025 Reduced 1.62%
$6.46B
$58.1 Million 0.02% of portfolio
320
Q2 2025 Reduced 36.0%
$41.2B
$78.9 Million 0.02% of portfolio
265
Q2 2021 Reduced 99.62%
$14.1B
$59.2 Million 0.02% of portfolio
1,514
Q2 2021 Reduced 98.18%
$44.1B
$61.9 Million 0.02% of portfolio
767
Q1 2025 Reduced 62.51%
$152B
$54.7 Million 0.02% of portfolio
222
Q4 2024 Added 1,750.0%
$46.4B
$66.7 Million 0.02% of portfolio
277
Q2 2021 Reduced 99.6%
$21.3B
$59.5 Million 0.02% of portfolio
670
Q4 2024 New
$79.2B
$44.5 Million 0.01% of portfolio
638
Q3 2025 Added 0.31%
$8.03B
$42.1 Million 0.01% of portfolio
220
Q2 2025 Added 8.37%
$43.2B
$22.4 Million 0.01% of portfolio
24
Q2 2021 Reduced 99.72%
$7.07B
$19.8 Million 0.01% of portfolio
100
Q2 2021 Reduced 99.29%
$16.4B
$36.3 Million 0.01% of portfolio
543
Q4 2023 Added 22.57%
$0
$23.9 Million 0.01% of portfolio
2,045
Q4 2024 New
$47.8B
$33.7 Million 0.01% of portfolio
500
Q2 2021 Reduced 97.22%
$19.1B
$30.8 Million 0.01% of portfolio
281
Q4 2021 Added 155.45%
$15.7B
$30.3 Million 0.01% of portfolio
120
Q3 2025 New
$0
$49.6 Million 0.01% of portfolio
8,945
Q2 2021 Reduced 88.39%
$35.1B
$19.3 Million 0.01% of portfolio
155
Q3 2025 Added 47.62%
$89.8B
$44.9 Million 0.01% of portfolio
252
Q3 2025 Reduced 11.27%
$5.65B
$24.4 Million 0.01% of portfolio
261
Q3 2024 Added 123.08%
$38.1B
$19.7 Million 0.01% of portfolio
264
Q1 2024 Reduced 2.22%
$57.5B
$38.3 Million 0.01% of portfolio
140
Q4 2024 Added 33.33%
$44.4B
$21 Million 0.01% of portfolio
1,437
Q3 2021 Reduced 72.59%
$5.6B
$19.8 Million 0.01% of portfolio
2,020
Q4 2024 New
$72.3B
$32.6 Million 0.01% of portfolio
292
Q3 2025 Added 0.34%
$13.4B
$40.8 Million 0.01% of portfolio
580
Q2 2021 Reduced 98.33%
$151B
$53.3 Million 0.01% of portfolio
151
Q2 2025 Added 2.03%
$55.6B
$20.3 Million 0.01% of portfolio
139
Q2 2021 Reduced 99.37%
$60.5B
$21.9 Million 0.01% of portfolio
524
Q4 2021 New
$112B
$23.4 Million 0.01% of portfolio
680
Q2 2025 Reduced 6.98%
$9.75B
$21.9 Million 0.01% of portfolio
100
Q2 2021 Reduced 98.93%
$13.8B
$19.5 Million 0.01% of portfolio
165
Q1 2024 Reduced 54.92%
$99.5B
$48.1 Million 0.01% of portfolio
1,066
Q4 2023 Added 27.97%
$43.5B
$39.1 Million 0.01% of portfolio
112
Q2 2021 Reduced 99.62%
$114B
$29.3 Million 0.01% of portfolio
443
Q3 2025 Added 0.91%
$32.4B
$38.1 Million 0.01% of portfolio
4,603
Q4 2021 New
$3B
$29 Million 0.01% of portfolio
768
Q2 2021 Reduced 97.91%
$279B
$33.4 Million 0.01% of portfolio
125
Q2 2021 Reduced 99.19%

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
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