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
$124B
$201 Million 0.06% of portfolio
4,894
Q1 2024 Added 19.54%
$65.3B
$200 Million 0.06% of portfolio
2,753
Q1 2022 Added 14.71%
$26.6B
$204 Million 0.06% of portfolio
2,000
Q2 2021 Reduced 97.3%
$3.1B
$231 Million 0.06% of portfolio
23,130
Q3 2025 Added 0.09%
$73.7B
$228 Million 0.06% of portfolio
833
Q3 2025 Added 3.35%
$28.2B
$227 Million 0.06% of portfolio
11,251
Q4 2022 Reduced 2.64%
-
$202 Million 0.06% of portfolio
-
Q2 2025 Added 297.44%
$24.2B
$216 Million 0.06% of portfolio
697
Q4 2022 Added 0.29%
$0
$211 Million 0.06% of portfolio
3,700
Q3 2025 Added 10.84%
$0
$205 Million 0.06% of portfolio
4,031
Q3 2025 Added 0.9%
$0
$226 Million 0.06% of portfolio
770
Q2 2025 Reduced 5.17%
$583M
$180 Million 0.05% of portfolio
6,014
Q4 2021 Reduced 45.84%
$40.3B
$173 Million 0.05% of portfolio
513
Q3 2025 Added 4.06%
$23.1B
$177 Million 0.05% of portfolio
572
Q2 2021 Reduced 99.62%
$22.7B
$182 Million 0.05% of portfolio
10,562
Q4 2021 Added 11.35%
$30.3B
$166 Million 0.05% of portfolio
2,300
Q2 2025 Added 1.68%
$59.6B
$167 Million 0.05% of portfolio
778
Q4 2022 Reduced 2.99%
$0
$193 Million 0.05% of portfolio
1,103
Q2 2025 Reduced 43.41%
$0
$196 Million 0.05% of portfolio
3,911
Q3 2025 Added 6.83%
$26.6B
$193 Million 0.05% of portfolio
1,363
Q3 2025 Added 0.37%
$0
$175 Million 0.05% of portfolio
1,752
Q3 2025 Added 0.52%
$0
$183 Million 0.05% of portfolio
3,447
Q3 2025 Reduced 20.32%
$197B
$195 Million 0.05% of portfolio
952
Q1 2024 Reduced 0.21%
Solventum Corp
-
$185 Million 0.05% of portfolio
-
Q3 2025 Reduced 18.97%
$47B
$166 Million 0.05% of portfolio
338
Q1 2025 Added 0.3%
$0
$170 Million 0.05% of portfolio
821
Q3 2025 Added 69.98%
$0
$194 Million 0.05% of portfolio
606
Q3 2025 Added 0.17%
$346B
$128 Million 0.04% of portfolio
835
Q3 2025 Added 21.9%
$0
$155 Million 0.04% of portfolio
1,380
Q3 2025 Added 0.07%
Flutter Entmt PLC
-
$131 Million 0.04% of portfolio
-
Q1 2024 New
$0
$138 Million 0.04% of portfolio
1,764
Q3 2024 Added 4.38%
$0
$162 Million 0.04% of portfolio
2,112
Q3 2023 Added 100.0%
$64.5B
$138 Million 0.04% of portfolio
425
Q3 2021 Reduced 58.78%
$35B
$153 Million 0.04% of portfolio
1,338
Q2 2021 Reduced 98.93%
$103B
$146 Million 0.04% of portfolio
1,120
Q4 2024 New
$2.76B
$148 Million 0.04% of portfolio
994
Q2 2021 Reduced 96.68%
$0
$139 Million 0.04% of portfolio
954
Q4 2024 Added 0.1%
$100B
$135 Million 0.04% of portfolio
2,220
Q2 2025 Reduced 8.0%
$6.2B
$162 Million 0.04% of portfolio
1,500
Q2 2025 Added 1,400.0%
$0
$157 Million 0.04% of portfolio
828
Q2 2022 Added 8.09%
$0
$142 Million 0.04% of portfolio
4,220
Q2 2025 Added 81.43%
$168B
$161 Million 0.04% of portfolio
2,127
Q3 2025 Added 19.7%
$143B
$149 Million 0.04% of portfolio
4,448
Q1 2025 Reduced 8.25%
$0
$136 Million 0.04% of portfolio
1,083
Q3 2025 Added 0.28%
$0
$162 Million 0.04% of portfolio
929
Q2 2025 Reduced 2.31%
$0
$154 Million 0.04% of portfolio
1,057
Q3 2025 Added 0.09%
$0
$142 Million 0.04% of portfolio
1,929
Q3 2025 Added 0.36%
$33.8B
$136 Million 0.04% of portfolio
206
Q2 2025 Added 21.89%
$0
$129 Million 0.04% of portfolio
1,559
Q3 2025 Added 0.19%

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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