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
$5.45B
$30.2 Million 0.01% of portfolio
300
Q2 2021 Reduced 99.0%
$25.9B
$44.6 Million 0.01% of portfolio
410
Q2 2021 Reduced 98.09%
$41.7B
$17.7 Million 0.01% of portfolio
209
Q2 2021 Reduced 98.34%
$39.8B
$16.7 Million 0.01% of portfolio
180
Q3 2021 Reduced 7.22%
$92.7B
$22.7 Million 0.01% of portfolio
1,764
Q1 2023 Reduced 0.84%
$202B
$31.4 Million 0.01% of portfolio
261
Q1 2024 Reduced 29.46%
$4.34B
$30.9 Million 0.01% of portfolio
103
Q2 2021 Reduced 99.09%
$81.2B
$27.4 Million 0.01% of portfolio
142
Q2 2021 Reduced 99.43%
$20.5B
$24.3 Million 0.01% of portfolio
314
Q3 2023 Added 31.93%
$44.9B
$40.1 Million 0.01% of portfolio
338
Q2 2021 Reduced 98.9%
$145B
$27.1 Million 0.01% of portfolio
224
Q1 2024 Reduced 21.13%
$19.4B
$41.4 Million 0.01% of portfolio
543
Q4 2023 Added 22.57%
$44.1B
$30.6 Million 0.01% of portfolio
500
Q2 2021 Reduced 97.22%
$42.2B
$15.9 Million 0.01% of portfolio
1,222
Q4 2021 New
$51.3B
$18.7 Million 0.01% of portfolio
524
Q4 2021 New
$41.6B
$19 Million 0.01% of portfolio
1,437
Q3 2021 Reduced 72.59%
$177B
$16.7 Million 0.01% of portfolio
89
Q4 2024 Added 140.54%
$91.4B
$25.8 Million 0.01% of portfolio
313
Q4 2024 Added 22.27%
$17.9B
$42.1 Million 0.01% of portfolio
580
Q2 2021 Reduced 98.33%
$96.2B
$23.1 Million 0.01% of portfolio
209
Q1 2024 Reduced 0.48%
$92.8B
$18.4 Million 0.01% of portfolio
54
Q4 2024 New
$5.65B
$29.3 Million 0.01% of portfolio
261
Q3 2024 Added 123.08%
$10.2B
$17.1 Million 0.01% of portfolio
255
Q2 2021 Reduced 97.6%
$15.7B
$23.1 Million 0.01% of portfolio
281
Q4 2021 Added 155.45%
$290B
$17 Million 0.01% of portfolio
77
Q4 2024 New
$23.9B
$16.4 Million 0.01% of portfolio
88
Q2 2021 Reduced 99.3%
$2.67B
$28.1 Million 0.01% of portfolio
768
Q2 2021 Reduced 97.91%
$74.1B
$36.1 Million 0.01% of portfolio
805
Q4 2024 Added 137.46%
$37.8B
$15.9 Million 0.01% of portfolio
176
Q3 2021 Reduced 80.79%
$366M
$18.9 Million 0.01% of portfolio
2,432
Q4 2022 Added 4.74%
$0
$19.7 Million 0.01% of portfolio
1,360
Q4 2024 New
$68.9B
$19.4 Million 0.01% of portfolio
69
Q3 2023 Added 25.45%
$124B
$17.8 Million 0.01% of portfolio
365
Q2 2021 Reduced 98.56%
$229B
$35.2 Million 0.01% of portfolio
160
Q1 2024 Reduced 1.23%
$9.35B
$17 Million 0.01% of portfolio
100
Q2 2021 Reduced 98.93%
$50.5B
$34.2 Million 0.01% of portfolio
371
Q4 2024 Added 6.3%
$30.4B
$24.1 Million 0.01% of portfolio
571
Q2 2021 Reduced 97.33%
$9.88B
$41.5 Million 0.01% of portfolio
571
Q2 2021 Reduced 98.81%
$85.5B
$38.3 Million 0.01% of portfolio
112
Q4 2022 Added 348.0%
$5.55B
$20.4 Million 0.01% of portfolio
630
Q4 2024 New
$16.4B
$28.2 Million 0.01% of portfolio
900
Q4 2023 Added 12.5%
-
$31.3 Million 0.01% of portfolio
-
Q4 2024 Added 24.57%
$55.7B
$35.9 Million 0.01% of portfolio
485
Q2 2024 Reduced 83.26%
$12.9B
$27.8 Million 0.01% of portfolio
1,333
Q3 2021 Reduced 54.02%
$11.4B
$22.8 Million 0.01% of portfolio
18
Q2 2021 Reduced 99.64%
$27.9B
$25.4 Million 0.01% of portfolio
1,676
Q4 2023 New
$85B
$20.9 Million 0.01% of portfolio
90
Q4 2024 Added 34.33%
$20.5B
$17.6 Million 0.01% of portfolio
556
Q4 2024 New
$219B
$28.9 Million 0.01% of portfolio
50
Q1 2024 Reduced 3.85%

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
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