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
$128B
$20.7 Billion 5.73% of portfolio
216,940
Q3 2025 Reduced 0.9%
$0
$20.6 Billion 5.72% of portfolio
27,642
Q3 2025 Reduced 3.36%
$0
$20.2 Billion 5.61% of portfolio
143,525
Q3 2025 Added 2.39%
$3.78T
$17.2 Billion 4.78% of portfolio
33,250
Q3 2025 Reduced 1.22%
$4.3T
$16.3 Billion 4.52% of portfolio
63,968
Q3 2025 Reduced 1.65%
$147B
$13.3 Billion 3.69% of portfolio
136,167
Q3 2025 Added 1.5%
$0
$11.5 Billion 3.19% of portfolio
95,304
Q3 2025 Added 0.68%
$139B
$10.8 Billion 3.01% of portfolio
32,872
Q3 2025 Reduced 0.5%
$0
$10.5 Billion 2.92% of portfolio
124,300
Q3 2025 Added 3.48%
$0
$9.98 Billion 2.77% of portfolio
46,230
Q3 2025 Added 0.24%
$0
$9.55 Billion 2.65% of portfolio
106,662
Q3 2025 Added 1.67%
$1.46T
$9.44 Billion 2.62% of portfolio
33,791
Q3 2025 Reduced 4.85%
$0
$8.95 Billion 2.48% of portfolio
73,115
Q3 2025 Added 1.76%
$465B
$8.43 Billion 2.34% of portfolio
45,199
Q3 2025 Reduced 1.26%
$1.74T
$6.78 Billion 1.88% of portfolio
27,853
Q3 2025 Reduced 1.11%
$0
$6.34 Billion 1.76% of portfolio
28,525
Q3 2025 Added 0.25%
$2.39T
$4.87 Billion 1.35% of portfolio
22,184
Q3 2025 Reduced 1.66%
$0
$4.7 Billion 1.3% of portfolio
7,056
Q3 2025 Reduced 1.18%
$0
$4.61 Billion 1.28% of portfolio
6,888
Q3 2025 Reduced 0.86%
$0
$4.47 Billion 1.24% of portfolio
65,721
Q3 2025 Added 5.76%
$1.29T
$3.66 Billion 1.02% of portfolio
8,238
Q2 2025 Reduced 4.84%
$1.37T
$3.44 Billion 0.95% of portfolio
4,685
Q3 2025 Added 4.6%
$881B
$3.33 Billion 0.92% of portfolio
10,543
Q3 2025 Added 8.48%
$103B
$3.09 Billion 0.86% of portfolio
1,323
Q2 2025 Reduced 7.42%
$414B
$3.06 Billion 0.85% of portfolio
13,230
Q3 2025 Added 0.7%
$0
$2.88 Billion 0.8% of portfolio
13,465
Q3 2025 Added 4.42%
$174B
$2.8 Billion 0.78% of portfolio
18,858
Q3 2025 Reduced 0.33%
$0
$2.72 Billion 0.75% of portfolio
4,438
Q3 2025 Reduced 4.87%
$0
$2.48 Billion 0.69% of portfolio
12,661
Q3 2025 Added 1.61%
$0
$2.43 Billion 0.67% of portfolio
47,983
Q3 2025 Added 0.4%
$79.1B
$2.39 Billion 0.66% of portfolio
13,354
Q2 2025 Added 0.54%
$0
$2.21 Billion 0.61% of portfolio
50,273
Q3 2025 Added 2.67%
$0
$2.18 Billion 0.6% of portfolio
59,515
Q3 2025 Added 0.74%
$91.4B
$2.14 Billion 0.59% of portfolio
13,822
Q3 2025 Reduced 1.45%
$0
$2.03 Billion 0.56% of portfolio
59,468
Q3 2025 Added 5.26%
$0
$1.97 Billion 0.55% of portfolio
3,284
Q3 2025 Added 3.76%
$405B
$1.87 Billion 0.52% of portfolio
1,929
Q3 2025 Added 0.05%
$0
$1.81 Billion 0.5% of portfolio
66,247
Q3 2025 Added 22.1%
$0
$1.59 Billion 0.44% of portfolio
3,390
Q3 2025 Added 1.41%
$300B
$1.53 Billion 0.43% of portfolio
4,445
Q3 2025 Added 2.07%
$522B
$1.5 Billion 0.42% of portfolio
8,108
Q3 2025 Added 3.09%
$662B
$1.5 Billion 0.42% of portfolio
2,993
Q3 2025 Reduced 4.86%
$0
$1.4 Billion 0.39% of portfolio
56,617
Q3 2025 Reduced 0.87%
$0
$1.26 Billion 0.35% of portfolio
6,762
Q3 2025 Added 1.42%
$593B
$1.27 Billion 0.35% of portfolio
4,529
Q3 2025 Reduced 0.11%
$228B
$1.15 Billion 0.32% of portfolio
8,568
Q3 2025 Added 1.18%
$0
$1.09 Billion 0.3% of portfolio
10,722
Q3 2025 Added 0.13%
$404B
$1.07 Billion 0.3% of portfolio
1,157
Q3 2025 Added 3.3%
$0
$1.03 Billion 0.29% of portfolio
17,264
Q3 2025 Added 0.05%

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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