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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Easterly Govt Pptys Inc
-
$10.5 Million 0.0% of portfolio
-
Q2 2025 New
$4.41B
$16.4 Million 0.0% of portfolio
630
Q4 2024 New
$16.8B
$6.15 Million 0.0% of portfolio
100
Q2 2021 Reduced 99.28%
$13.3B
$4.64 Million 0.0% of portfolio
100
Q2 2025 Reduced 60.0%
$2.97B
$109,000 0.0% of portfolio
8
Q3 2021 Reduced 33.33%
$0
$5.63 Million 0.0% of portfolio
202
Q3 2025 Added 0.5%
$0
$2.65 Million 0.0% of portfolio
11
Q2 2024 New
$1.65B
$2.47 Million 0.0% of portfolio
128
Q2 2021 New
$0
$12.5 Million 0.0% of portfolio
505
Q2 2021 Reduced 96.13%
$130B
$4.72 Million 0.0% of portfolio
100
Q1 2024 Reduced 74.68%
Sandisk Corp
-
$3.48 Million 0.0% of portfolio
-
Q1 2025 New
$0
$16.8 Million 0.0% of portfolio
581
Q3 2024 Added 0.35%
$1.58B
$5.59 Million 0.0% of portfolio
772
Q1 2024 New
$699M
$12.1 Million 0.0% of portfolio
2,235
Q4 2024 New
$13.3B
$486,000 0.0% of portfolio
13
Q2 2022 New
$0
$11.4 Million 0.0% of portfolio
426
Q3 2025 Added 0.95%
Biovie Inc
-
$11,000 0.0% of portfolio
-
Q3 2025 New
$3.65B
$727,000 0.0% of portfolio
20
Q1 2022 New
Sndl Inc
-
$43,000 0.0% of portfolio
-
Q3 2022 New
Smurfit Westrock PLC
-
$9.54 Million 0.0% of portfolio
-
Q3 2024 New
$11.6B
$217,000 0.0% of portfolio
2
Q2 2021 Reduced 99.21%
Smithfield Foods Inc
-
$5.87 Million 0.0% of portfolio
-
Q2 2025 New
Six Flags Entertainment Corp
-
$2.27 Million 0.0% of portfolio
-
Q3 2024 New
$59.8B
$9.69 Million 0.0% of portfolio
52
Q4 2024 New
Sila Realty Trust Inc
-
$6.9 Million 0.0% of portfolio
-
Q4 2024 New
$179M
$21,000 0.0% of portfolio
6
Q2 2021 Reduced 97.62%
$3.26B
$1.2 Million 0.0% of portfolio
10
Q2 2021 Reduced 99.51%
$10B
$3.91 Million 0.0% of portfolio
139
Q4 2023 Reduced 0.71%
$4.66B
$939,000 0.0% of portfolio
31
Q2 2025 Added 3.33%
Biovie Inc
-
$11,000 0.0% of portfolio
-
Q3 2025 Reduced 89.83%
$0
$6.19 Million 0.0% of portfolio
71
Q4 2023 Reduced 27.55%
$0
$8.73 Million 0.0% of portfolio
207
Q3 2025 Added 0.49%
$6.49B
$13.1 Million 0.0% of portfolio
99
Q2 2021 Reduced 99.0%
$41.3B
$17.4 Million 0.0% of portfolio
209
Q2 2021 Reduced 98.34%
$16.1B
$8.12 Million 0.0% of portfolio
354
Q1 2025 Reduced 13.66%
$55.7B
$4.19 Million 0.0% of portfolio
27
Q3 2025 Reduced 89.85%
$22.8B
$1.62 Million 0.0% of portfolio
15
Q3 2022 Added 7.14%
$6.38B
$1.72 Million 0.0% of portfolio
16
Q2 2021 Reduced 99.05%
$3.73B
$549,000 0.0% of portfolio
9
Q4 2022 Added 12.5%
$1.3B
$350,000 0.0% of portfolio
150
Q1 2024 Reduced 25.0%
$2.84B
$2.14 Million 0.0% of portfolio
165
Q3 2025 New
$4.44B
$14.3 Million 0.0% of portfolio
420
Q4 2023 Reduced 32.26%
$15.6B
$322,000 0.0% of portfolio
10
Q4 2021 New
$9.99B
$7.26 Million 0.0% of portfolio
81
Q2 2023 Reduced 57.59%
$0
$16.3 Million 0.0% of portfolio
115
Q2 2021 Reduced 99.12%
$68.5B
$12 Million 0.0% of portfolio
88
Q3 2025 Added 39.68%
$2.43B
$671,000 0.0% of portfolio
20
Q1 2022 New
$2.43B
$1.3 Million 0.0% of portfolio
40
Q2 2021 Reduced 97.51%
$17.2B
$3.99 Million 0.0% of portfolio
36
Q2 2021 Reduced 98.4%

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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