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
Brookfield Renewable Corp
-
$99.9 Million 0.03% of portfolio
-
Q4 2024 New
$0
$84.3 Million 0.03% of portfolio
1,446
Q4 2024 Added 0.07%
$299B
$97.8 Million 0.03% of portfolio
1,393
Q4 2024 Added 37.78%
$262B
$95.9 Million 0.03% of portfolio
1,131
Q4 2024 Added 4.53%
$85.5B
$81.5 Million 0.03% of portfolio
143
Q4 2024 Added 17.21%
$161B
$91.3 Million 0.03% of portfolio
370
Q4 2024 Added 13.85%
$0
$54.2 Million 0.02% of portfolio
2,140
Q2 2021 Reduced 96.66%
$0
$64.1 Million 0.02% of portfolio
391
Q4 2024 Added 18.13%
$0
$68.6 Million 0.02% of portfolio
519
Q1 2024 Added 23.28%
$0
$52.7 Million 0.02% of portfolio
4,627
Q4 2024 Reduced 16.43%
$3.13B
$48.4 Million 0.02% of portfolio
167
Q4 2024 New
$0
$73.1 Million 0.02% of portfolio
760
Q2 2021 Reduced 98.66%
$435B
$59.7 Million 0.02% of portfolio
67
Q4 2024 Added 458.33%
$56.5B
$54.2 Million 0.02% of portfolio
1,766
Q1 2024 Reduced 55.54%
$0
$45.3 Million 0.02% of portfolio
633
Q4 2024 Added 0.8%
$0
$50.5 Million 0.02% of portfolio
8,945
Q2 2021 Reduced 88.39%
$0
$59.2 Million 0.02% of portfolio
1,226
Q2 2021 Reduced 97.67%
$16.5B
$69.1 Million 0.02% of portfolio
1,000
Q2 2021 Reduced 98.77%
$79.6B
$68.1 Million 0.02% of portfolio
268
Q4 2023 Added 0.37%
$20.9B
$52.4 Million 0.02% of portfolio
392
Q4 2024 Reduced 35.42%
$79.5B
$45.9 Million 0.02% of portfolio
768
Q4 2024 Added 53.91%
$18.1B
$59.1 Million 0.02% of portfolio
203
Q4 2024 New
$78.3B
$57.8 Million 0.02% of portfolio
125
Q2 2021 Reduced 99.47%
$259B
$51.9 Million 0.02% of portfolio
267
Q1 2023 Added 8.1%
$95B
$49.8 Million 0.02% of portfolio
135
Q4 2024 New
$73.7B
$55.8 Million 0.02% of portfolio
455
Q4 2024 Added 2,175.0%
-
$50.5 Million 0.02% of portfolio
-
Q2 2024 Reduced 90.77%
$125B
$60.3 Million 0.02% of portfolio
1,066
Q4 2023 Added 27.97%
$11.5B
$53.8 Million 0.02% of portfolio
2,312
Q4 2023 Added 12.84%
$0
$46.9 Million 0.02% of portfolio
195
Q4 2024 Added 21.12%
$0
$49.2 Million 0.02% of portfolio
2,123
Q4 2024 Added 199.86%
$0
$52.6 Million 0.02% of portfolio
2,099
Q3 2024 Reduced 24.58%
$0
$47.3 Million 0.02% of portfolio
824
Q2 2023 Added 29.15%
Bunge Global Sa
-
$53.3 Million 0.02% of portfolio
-
Q4 2024 Added 585.0%
$0
$53.9 Million 0.02% of portfolio
1,541
Q4 2023 Added 0.33%
$57.5B
$69.9 Million 0.02% of portfolio
290
Q1 2024 Reduced 15.7%
$38.7B
$52 Million 0.02% of portfolio
573
Q4 2024 Reduced 33.68%
$69.1B
$64.6 Million 0.02% of portfolio
2,001
Q4 2024 Reduced 2.49%
$20.4B
$62.1 Million 0.02% of portfolio
340
Q4 2024 New
$103B
$65.9 Million 0.02% of portfolio
1,238
Q4 2021 New
-
$54.8 Million 0.02% of portfolio
-
Q4 2024 New
$24.4B
$56.1 Million 0.02% of portfolio
169
Q4 2024 Added 152.24%
$20.6B
$50.8 Million 0.02% of portfolio
670
Q4 2024 New
$9.78B
$62.5 Million 0.02% of portfolio
629
Q4 2024 Added 0.48%
$0
$69.2 Million 0.02% of portfolio
775
Q3 2024 Added 0.78%
$13B
$52 Million 0.02% of portfolio
4,399
Q4 2024 Reduced 45.34%
$63.2B
$72.5 Million 0.02% of portfolio
575
Q4 2024 Added 166.2%
$10.3B
$50 Million 0.02% of portfolio
1,514
Q2 2021 Reduced 98.18%
$52.7B
$71.5 Million 0.02% of portfolio
277
Q2 2021 Reduced 99.6%

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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