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
$0
$19.6 Million 0.01% of portfolio
144
Q2 2025 Added 0.7%
$0
$39.1 Million 0.01% of portfolio
365
Q2 2021 Reduced 98.53%
$20.8B
$53.9 Million 0.01% of portfolio
400
Q2 2021 Reduced 99.56%
$78.2B
$43.6 Million 0.01% of portfolio
135
Q4 2024 New
$44.9B
$38.5 Million 0.01% of portfolio
1,195
Q4 2024 Reduced 3.63%
Gsk PLC
-
$22.3 Million 0.01% of portfolio
-
Q1 2025 Added 0.58%
$39.2B
$51.7 Million 0.01% of portfolio
536
Q3 2025 Added 0.75%
$0
$32.9 Million 0.01% of portfolio
410
Q2 2021 Reduced 98.54%
$53B
$20.5 Million 0.01% of portfolio
214
Q2 2021 Reduced 99.39%
$94.5B
$40.7 Million 0.01% of portfolio
119
Q1 2025 Added 0.85%
$64.7B
$51 Million 0.01% of portfolio
455
Q4 2024 Added 2,175.0%
$0
$34.5 Million 0.01% of portfolio
646
Q2 2025 Reduced 7.71%
$19.9B
$40.9 Million 0.01% of portfolio
1,333
Q3 2021 Reduced 54.02%
$0
$19 Million 0.01% of portfolio
190
Q3 2024 Added 5.56%
$75.4B
$52.5 Million 0.01% of portfolio
400
Q3 2025 Added 33.33%
$22.4B
$27.5 Million 0.01% of portfolio
408
Q2 2022 Added 300.0%
Ge Healthcare Technologies I
-
$39.2 Million 0.01% of portfolio
-
Q3 2023 Added 105.51%
$420M
$23.1 Million 0.01% of portfolio
2,432
Q2 2025 Added 49.02%
$27.2B
$28.4 Million 0.01% of portfolio
490
Q3 2021 Reduced 80.5%
$103B
$53.4 Million 0.01% of portfolio
708
Q2 2025 Reduced 12.05%
$0
$45 Million 0.01% of portfolio
221
Q3 2025 Reduced 8.68%
$9.88B
$39.3 Million 0.01% of portfolio
571
Q2 2021 Reduced 98.81%
$51.1B
$34.6 Million 0.01% of portfolio
385
Q1 2025 Reduced 20.62%
$19B
$37.2 Million 0.01% of portfolio
392
Q2 2025 Added 2.89%
$0
$48.3 Million 0.01% of portfolio
716
Q4 2023 Added 32.35%
$0
$18.4 Million 0.01% of portfolio
544
Q2 2021 Reduced 96.82%
$19.9B
$20.6 Million 0.01% of portfolio
264
Q1 2025 Reduced 17.5%
$0
$20.7 Million 0.01% of portfolio
554
Q1 2025 Added 0.91%
$0
$42 Million 0.01% of portfolio
822
Q3 2025 Added 0.74%
$0
$38.3 Million 0.01% of portfolio
502
Q3 2025 Added 0.2%
$84.4B
$32.6 Million 0.01% of portfolio
166
Q1 2025 New
$23.2B
$34.3 Million 0.01% of portfolio
699
Q3 2025 Added 413.97%
$123B
$30.8 Million 0.01% of portfolio
109
Q3 2025 Added 15.96%
$0
$23.3 Million 0.01% of portfolio
445
Q3 2025 Added 0.45%
$0
$25.3 Million 0.01% of portfolio
273
Q2 2025 Added 0.37%
$0
$53.2 Million 0.01% of portfolio
640
Q2 2025 Added 1.11%
Fidelity Ethereum Fd
-
$33.4 Million 0.01% of portfolio
-
Q3 2024 New
$12.4B
$22.3 Million 0.01% of portfolio
900
Q4 2023 Added 12.5%
$140B
$46.4 Million 0.01% of portfolio
124
Q1 2024 Reduced 0.8%
$100B
$24.5 Million 0.01% of portfolio
91
Q1 2025 Added 1.11%
$45.6B
$24.7 Million 0.01% of portfolio
549
Q3 2025 Added 0.92%
$35B
$28.5 Million 0.01% of portfolio
1,676
Q4 2023 New
$266B
$45.1 Million 0.01% of portfolio
160
Q1 2024 Reduced 1.23%
$9.26B
$12.1 Million 0.0% of portfolio
325
Q4 2022 New
$0
$9.03 Million 0.0% of portfolio
90
Q2 2021 Reduced 98.94%
$398M
$578,000 0.0% of portfolio
100
Q2 2021 Reduced 94.57%
$11.6B
$7.3 Million 0.0% of portfolio
200
Q4 2024 Added 166.67%
$72.7B
$2.64 Million 0.0% of portfolio
2
Q3 2022 New
$896M
$4.85 Million 0.0% of portfolio
-
Q2 2025 Reduced 50.0%

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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