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
$55.7B
$35.9 Million 0.01% of portfolio
485
Q2 2024 Reduced 83.26%
$12.9B
$27.8 Million 0.01% of portfolio
1,333
Q3 2021 Reduced 54.02%
$11.4B
$22.8 Million 0.01% of portfolio
18
Q2 2021 Reduced 99.64%
$27.9B
$25.4 Million 0.01% of portfolio
1,676
Q4 2023 New
$85B
$20.9 Million 0.01% of portfolio
90
Q4 2024 Added 34.33%
$20.5B
$17.6 Million 0.01% of portfolio
556
Q4 2024 New
$219B
$28.9 Million 0.01% of portfolio
50
Q1 2024 Reduced 3.85%
$158B
$38.4 Million 0.01% of portfolio
546
Q1 2024 Reduced 1.44%
$113B
$26 Million 0.01% of portfolio
94
Q1 2024 Reduced 2.08%
$70.6B
$31.1 Million 0.01% of portfolio
118
Q4 2024 Added 195.0%
$42.8B
$20.9 Million 0.01% of portfolio
272
Q1 2024 Reduced 13.38%
Canadian Pacific Kansas City
-
$36.2 Million 0.01% of portfolio
-
Q2 2023 New
$95.2B
$20.1 Million 0.01% of portfolio
680
Q1 2023 Added 233.33%
$18.9B
$18.8 Million 0.01% of portfolio
490
Q3 2021 Reduced 80.5%
$37.4B
$26.3 Million 0.01% of portfolio
1,195
Q4 2024 Reduced 3.63%
$46.9B
$15 Million 0.01% of portfolio
264
Q3 2021 Reduced 10.51%
Ge Healthcare Technologies I
-
$40.8 Million 0.01% of portfolio
-
Q3 2023 Added 105.51%
$98B
$35.8 Million 0.01% of portfolio
160
Q1 2022 New
$5.02B
$41.7 Million 0.01% of portfolio
645
Q4 2024 New
Gsk PLC
-
$17.4 Million 0.01% of portfolio
-
Q4 2024 Added 0.39%
Grayscale Ethereum Trust ETF
-
$18 Million 0.01% of portfolio
-
Q3 2024 New
$7.14B
$18.4 Million 0.01% of portfolio
223
Q3 2023 Added 11.5%
$33.5B
$31.7 Million 0.01% of portfolio
408
Q2 2022 Added 300.0%
$0
$16.7 Million 0.01% of portfolio
50
Q4 2023 Added 455.56%
$5.5B
$18.6 Million 0.01% of portfolio
2,020
Q4 2024 New
$0
$17 Million 0.01% of portfolio
170
Q1 2024 Added 400.0%
$76.8B
$37.2 Million 0.01% of portfolio
300
Q1 2022 Added 0.33%
$74.4B
$40.6 Million 0.01% of portfolio
140
Q4 2024 Added 33.33%
$27.5B
$16.5 Million 0.01% of portfolio
410
Q4 2023 Added 0.24%
$0
$29.3 Million 0.01% of portfolio
700
Q4 2024 Added 1.16%
$0
$18.4 Million 0.01% of portfolio
190
Q3 2024 Added 5.56%
$0
$16.1 Million 0.01% of portfolio
87
Q2 2023 New
Capital Grp Fixed Incm ETF T
-
$30.1 Million 0.01% of portfolio
-
Q4 2024 New
$0
$32.7 Million 0.01% of portfolio
262
Q2 2021 Reduced 99.02%
$130B
$41.2 Million 0.01% of portfolio
124
Q1 2024 Reduced 0.8%
$5.94B
$15.8 Million 0.01% of portfolio
100
Q2 2021 Reduced 99.29%
$0
$24.2 Million 0.01% of portfolio
103
Q2 2021 Reduced 99.26%
$0
$17.4 Million 0.01% of portfolio
143
Q3 2024 Added 0.7%
$0
$37.7 Million 0.01% of portfolio
365
Q2 2021 Reduced 98.53%
$67.9B
$30 Million 0.01% of portfolio
290
Q4 2024 Added 0.35%
$0
$33.3 Million 0.01% of portfolio
301
Q4 2024 Reduced 12.75%
$86.2B
$18.1 Million 0.01% of portfolio
168
Q2 2021 Reduced 98.96%
$44.6B
$22.4 Million 0.01% of portfolio
264
Q1 2024 Reduced 2.22%
$0
$15.1 Million 0.01% of portfolio
115
Q2 2021 Reduced 99.12%
$39.7B
$20.1 Million 0.01% of portfolio
534
Q4 2024 Added 0.95%
$38.5B
$24.4 Million 0.01% of portfolio
320
Q3 2021 Reduced 8.83%
$0
$39.7 Million 0.01% of portfolio
716
Q4 2023 Added 32.35%
$0
$34.2 Million 0.01% of portfolio
498
Q4 2024 Added 0.2%
$0
$23.3 Million 0.01% of portfolio
484
Q4 2024 Added 0.41%

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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