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
$344 Million 0.12% of portfolio
5,528
Q4 2024 Added 4.03%
$47.2B
$317 Million 0.11% of portfolio
30,567
Q4 2024 Added 8.58%
$0
$330 Million 0.11% of portfolio
9,347
Q4 2024 Added 7.55%
$0
$328 Million 0.11% of portfolio
3,391
Q4 2024 Reduced 8.18%
$0
$330 Million 0.11% of portfolio
5,826
Q4 2024 Added 0.87%
$0
$315 Million 0.11% of portfolio
7,156
Q4 2024 Reduced 10.13%
$0
$338 Million 0.11% of portfolio
2,878
Q4 2024 Added 3.12%
$771B
$322 Million 0.11% of portfolio
417
Q4 2024 Added 14.88%
$0
$290 Million 0.1% of portfolio
2,083
Q4 2024 Added 0.14%
$292B
$302 Million 0.1% of portfolio
2,084
Q1 2024 Reduced 3.25%
$187B
$303 Million 0.1% of portfolio
2,505
Q4 2024 Added 15.38%
$212B
$286 Million 0.1% of portfolio
986
Q4 2024 Added 4.23%
Blackrock Inc
-
$307 Million 0.1% of portfolio
-
Q4 2024 New
$0
$289 Million 0.1% of portfolio
2,657
Q4 2024 Added 0.23%
$0
$306 Million 0.1% of portfolio
5,384
Q4 2024 Added 0.02%
$194B
$310 Million 0.1% of portfolio
2,018
Q4 2024 Added 2.02%
$222B
$259 Million 0.09% of portfolio
1,552
Q4 2024 Added 18.38%
$99.2B
$266 Million 0.09% of portfolio
3,158
Q4 2024 Added 2.3%
$170B
$259 Million 0.09% of portfolio
519
Q1 2024 Reduced 0.19%
$3.78B
$283 Million 0.09% of portfolio
11,832
Q4 2024 Added 0.9%
Fidelity Covington Trust
-
$267 Million 0.09% of portfolio
-
Q4 2024 Added 10.28%
$0
$282 Million 0.09% of portfolio
2,227
Q4 2024 Reduced 1.81%
$234B
$239 Million 0.08% of portfolio
459
Q4 2024 Added 119.62%
$934M
$248 Million 0.08% of portfolio
3,750
Q2 2024 Reduced 3.9%
$19.7B
$248 Million 0.08% of portfolio
11,251
Q4 2022 Reduced 2.64%
$42.2B
$244 Million 0.08% of portfolio
27,502
Q4 2024 Reduced 23.84%
$0
$230 Million 0.08% of portfolio
3,035
Q4 2024 Added 0.07%
$477M
$238 Million 0.08% of portfolio
6,014
Q4 2021 Reduced 45.84%
$0
$226 Million 0.08% of portfolio
4,379
Q4 2024 Added 0.25%
$0
$239 Million 0.08% of portfolio
854
Q4 2024 Added 96.77%
$0
$223 Million 0.07% of portfolio
2,066
Q4 2024 Reduced 44.7%
$58.1B
$198 Million 0.07% of portfolio
1,281
Q4 2024 Reduced 2.44%
$0
$214 Million 0.07% of portfolio
3,718
Q4 2024 Added 6.87%
$90.4B
$199 Million 0.07% of portfolio
987
Q4 2024 Added 43.67%
$15B
$196 Million 0.07% of portfolio
6,154
Q4 2024 Reduced 17.37%
Solventum Corp
-
$205 Million 0.07% of portfolio
-
Q3 2024 Reduced 12.85%
$29.5B
$210 Million 0.07% of portfolio
2,000
Q2 2021 Reduced 97.3%
$0
$202 Million 0.07% of portfolio
3,565
Q4 2024 Reduced 36.76%
$208B
$213 Million 0.07% of portfolio
1,399
Q4 2024 Added 7.78%
Fidelity Wise Origin Bitcoin
-
$216 Million 0.07% of portfolio
-
Q4 2024 Added 6.63%
$45B
$195 Million 0.07% of portfolio
2,300
Q1 2024 Added 7.23%
$0
$206 Million 0.07% of portfolio
812
Q2 2021 Reduced 99.53%
$0
$199 Million 0.07% of portfolio
3,939
Q4 2024 Added 1.26%
$0
$168 Million 0.06% of portfolio
3,363
Q4 2024 New
$144B
$172 Million 0.06% of portfolio
407
Q4 2024 Added 68.88%
$0
$166 Million 0.06% of portfolio
576
Q4 2024 Added 0.35%
$162B
$180 Million 0.06% of portfolio
2,375
Q4 2024 Added 9.2%
$0
$190 Million 0.06% of portfolio
5,941
Q4 2024 Added 7.34%
$71.3B
$188 Million 0.06% of portfolio
802
Q4 2024 Added 4.84%

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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