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
$0
$4.47 Million 0.0% of portfolio
224
Q4 2024 Reduced 91.01%
Grayscale Ethereum Mini Tr E
-
$2.24 Million 0.0% of portfolio
-
Q4 2024 New
$7.61B
$11 Million 0.0% of portfolio
115
Q3 2024 Added 0.88%
$229M
$746,000 0.0% of portfolio
201
Q4 2021 New
$3.96B
$1.54 Million 0.0% of portfolio
103
Q1 2024 Reduced 24.26%
Organigram Hldgs Inc
-
$37,000 0.0% of portfolio
-
Q3 2023 New
Global X Fds
-
$1.23 Million 0.0% of portfolio
-
Q1 2024 Added 12.5%
$0
$7.96 Million 0.0% of portfolio
195
Q3 2024 Added 0.52%
$2.23B
$1.06 Million 0.0% of portfolio
39
Q2 2021 Reduced 96.35%
$15.6B
$826,000 0.0% of portfolio
17
Q4 2024 New
$0
$1.77 Million 0.0% of portfolio
20
Q4 2024 New
$0
$2.14 Million 0.0% of portfolio
27
Q4 2024 New
$110B
$2.75 Million 0.0% of portfolio
26
Q2 2024 Added 4.0%
$8.76B
$11.3 Million 0.0% of portfolio
325
Q4 2022 New
-
$10,000 0.0% of portfolio
-
Q4 2022 New
$27.1B
$1.81 Million 0.0% of portfolio
15
Q3 2022 Added 7.14%
$2.76B
$521,000 0.0% of portfolio
9
Q4 2022 Added 12.5%
$1.08B
$320,000 0.0% of portfolio
150
Q1 2024 Reduced 25.0%
$19.4B
$290,000 0.0% of portfolio
10
Q4 2021 New
$9.83B
$6.87 Million 0.0% of portfolio
81
Q2 2023 Reduced 57.59%
$0
$7.29 Million 0.0% of portfolio
990
Q1 2024 New
$405M
$18,000 0.0% of portfolio
3
Q4 2024 New
$56.7B
$7.18 Million 0.0% of portfolio
63
Q2 2021 Reduced 98.77%
$0
$12.8 Million 0.0% of portfolio
544
Q2 2021 Reduced 96.82%
$0
$534,000 0.0% of portfolio
35
Q4 2021 New

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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