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

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%
$0
$17.3 Billion 5.82% of portfolio
135,926
Q4 2024 Added 0.02%
$0
$16.5 Billion 5.54% of portfolio
26,517
Q4 2024 Added 15.59%
$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%
$0
$9.49 Billion 3.19% of portfolio
93,451
Q4 2024 Added 0.2%
$0
$8.6 Billion 2.89% of portfolio
43,926
Q4 2024 Reduced 5.77%
$0
$7.91 Billion 2.66% of portfolio
98,923
Q4 2024 Added 0.24%
$0
$7.88 Billion 2.65% of portfolio
70,183
Q4 2024 Added 1.84%
$89.6B
$7.58 Billion 2.55% of portfolio
32,705
Q4 2024 Reduced 14.53%
$0
$6.82 Billion 2.29% of portfolio
100,477
Q4 2024 Added 3.32%
$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%
$0
$5.48 Billion 1.84% of portfolio
110,875
Q4 2024 Added 2.29%
$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%
$0
$3.85 Billion 1.29% of portfolio
6,535
Q4 2024 Added 7.55%
$0
$3.76 Billion 1.26% of portfolio
6,418
Q4 2024 Added 1.52%
$0
$3.27 Billion 1.1% of portfolio
6,067
Q4 2024 Added 3.82%
$0
$3.17 Billion 1.06% of portfolio
51,640
Q4 2024 Added 2.43%
$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%
$0
$2.24 Billion 0.75% of portfolio
10,587
Q4 2024 Added 2.07%
$0
$2.06 Billion 0.69% of portfolio
40,996
Q4 2024 Reduced 11.05%
$139B
$1.94 Billion 0.65% of portfolio
18,222
Q2 2024 Added 20.03%
$0
$1.91 Billion 0.64% of portfolio
12,004
Q4 2024 Added 1.04%
$84.1B
$1.79 Billion 0.6% of portfolio
13,839
Q4 2024 Added 0.01%
$0
$1.78 Billion 0.6% of portfolio
47,902
Q4 2024 Added 0.18%
$0
$1.62 Billion 0.54% of portfolio
59,040
Q4 2024 Reduced 4.79%
$0
$1.56 Billion 0.52% of portfolio
3,051
Q4 2024 Added 1.67%
$68.4B
$1.41 Billion 0.47% of portfolio
13,294
Q4 2024 Reduced 0.83%
$0
$1.31 Billion 0.44% of portfolio
54,782
Q4 2024 Added 0.04%
$0
$1.3 Billion 0.44% of portfolio
3,245
Q4 2024 Added 2.43%
$610B
$1.29 Billion 0.43% of portfolio
2,853
Q4 2024 Added 12.19%
$0
$1.26 Billion 0.42% of portfolio
43,158
Q4 2024 Added 9.4%
$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%
$0
$1.13 Billion 0.38% of portfolio
6,650
Q4 2024 Added 0.21%
$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%
$0
$919 Million 0.31% of portfolio
10,773
Q4 2024 Added 2.24%
$153B
$932 Million 0.31% of portfolio
3,574
Q4 2024 Added 2.73%

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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