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CIK: 0002003287
Total reported value
$410.9M
$410.9M
669 檔
18.1%
The Q1 2024 SEC filing reveals that Financial Perspectives, Inc held a total portfolio value of $410.9M, covering 669 public equity positions.
During Q1 2024, Financial Perspectives, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 669 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDT | Medtronic plc | Stock-Healthcare | 7.78% | -1.26% | -1.61% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.13% | -0.35% | -0.34% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.26% | -0.26% | -0.17% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.87% | +1.06% | -3.54% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.17% | -0.09% | -1.84% | |
| 6 | BSX | Boston Scientific CORP | Stock-Healthcare | 3.79% | -0.91% | -0.00% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.04% | -0.18% | -2.43% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.01% | +0.25% | +3.42% | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.99% | -0.24% | +2.81% | |
| 10 | HDV | Ishares Core High Dividend E | ETF-Other | 2.86% | -0.34% | +3.13% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.55% | -0.19% | -2.62% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.05% | — | -0.44% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.90% | -0.06% | -1.11% | |
| 14 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.88% | -0.19% | +4.14% | |
| 15 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.65% | +0.34% | +0.01% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.62% | +0.64% | +0.06% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.58% | +0.25% | +2.21% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.40% | -0.02% | -15.62% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.39% | +0.11% | +0.01% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.23% | +0.02% | +1.21% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.09% | +0.67% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.17% | +1.21% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.02% | -0.11% | +7.13% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | +0.01% | -0.04% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.83% | +0.06% | +3.20% | |
| 26 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.82% | +0.11% | -0.42% | |
| 27 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.81% | +0.11% | -20.10% | |
| 28 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.74% | -0.10% | +1.17% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | +0.08% | -0.50% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | -0.02% | -1.01% | |
| 31 | IDV | Ishares International Select | ETF-Other | 0.63% | -0.09% | +23.67% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.61% | +0.20% | +0.18% | |
| 33 | MMM | 3m Co | Stock-Industrials | 0.61% | -0.01% | -0.66% | |
| 34 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.61% | +0.15% | +0.90% | |
| 35 | CGGR | Cap Group Growth Equity | ETF-Other | 0.57% | +0.04% | +0.56% | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.55% | +0.01% | +0.13% | |
| 37 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.54% | -0.13% | +0.06% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | +0.01% | +1.91% | |
| 39 | GIS | General Mills Inc | Stock-Consumer Staples | 0.47% | -0.03% | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | -0.05% | -14.35% | |
| 41 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.44% | +0.01% | +0.86% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.02% | -3.97% | |
| 43 | 1939900D | Brookfield Infrastructure-a | Stock-Other | 0.40% | — | -0.19% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.40% | -0.01% | +9.61% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | +0.03% | +3.28% | |
| 46 | CGGO | Cap Group Global Growth | ETF-Other | 0.38% | +0.21% | +6.03% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.37% | -0.04% | -0.88% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.36% | -0.06% | — | |
| 49 | VDE | Vanguard Energy ETF | ETF-Other | 0.34% | -0.07% | +0.22% | |
| 50 | USB | US Bancorp | Stock-Financials | 0.33% | +0.01% | +0.11% |
According to official SEC Form 13F filings, Financial Perspectives, Inc reported a total U.S. public equity portfolio value of $410.9M across 669 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MDT, VYM, MSFT) accounted for 18.1% of total reported equity market value during Q1 2024.
During Q1 2024, Financial Perspectives, Inc's top holdings by market value included MDT (7.8%)、VYM (6.1%)、MSFT (5.3%). The largest single position, MDT, represented 7.8% of total portfolio value.
In Q1 2024, Financial Perspectives, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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