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CIK: 0002003287
Total reported value
$410.9M
$410.9M
681 檔
18.5%
According to the latest 13F quarterly dataset, Financial Perspectives, Inc managed an equity portfolio of $410.9M at the end of Q2 2024, spanning 681 distinct U.S. exchange-listed positions.
During Q2 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 681 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDT | Medtronic plc | Stock-Healthcare | 6.73% | -1.26% | -1.59% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.89% | -0.35% | +0.53% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.45% | -0.26% | +0.01% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.06% | +1.06% | -3.06% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.96% | -0.09% | -0.69% | |
| 6 | BSX | Boston Scientific CORP | Stock-Healthcare | 4.22% | -0.91% | +1.51% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.25% | +0.25% | +1.05% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.95% | -0.18% | -0.30% | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.95% | -0.24% | +1.66% | |
| 10 | HDV | Ishares Core High Dividend E | ETF-Other | 2.75% | -0.34% | -0.04% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.48% | -0.19% | +0.57% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.41% | — | -0.42% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.01% | +0.64% | +0.01% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.87% | -0.02% | +902.13% | |
| 15 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.87% | -0.19% | +2.56% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.85% | +0.25% | +0.03% | |
| 17 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.74% | +0.34% | -1.36% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | +0.11% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.27% | +0.02% | +1.63% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.23% | +0.09% | +0.61% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.06% | +0.17% | — | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.01% | -0.11% | +2.47% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.92% | -0.06% | -50.19% | |
| 24 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.87% | +0.11% | — | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.81% | +0.11% | +0.05% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | +0.01% | +0.02% | |
| 27 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.75% | -0.10% | +3.41% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | +0.08% | -0.61% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.02% | +0.05% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.66% | +0.15% | +0.17% | |
| 31 | IDV | Ishares International Select | ETF-Other | 0.63% | -0.09% | +3.38% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.63% | +0.20% | — | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.60% | +0.01% | — | |
| 34 | MMM | 3m Co | Stock-Industrials | 0.58% | -0.01% | +1.15% | |
| 35 | CGGR | Cap Group Growth Equity | ETF-Other | 0.58% | +0.04% | — | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | +0.01% | +1.54% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | +0.06% | -38.71% | |
| 38 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.51% | -0.13% | +0.06% | |
| 39 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.44% | +0.01% | +20.03% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | -0.05% | — | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.42% | +0.03% | +2.94% | |
| 42 | CGGO | Cap Group Global Growth | ETF-Other | 0.42% | +0.21% | +11.05% | |
| 43 | GIS | General Mills Inc | Stock-Consumer Staples | 0.41% | -0.03% | — | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.40% | -0.04% | +0.06% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.39% | -0.01% | +1.50% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.02% | — | |
| 47 | 1939900D | Brookfield Infrastructure-a | Stock-Other | 0.36% | — | +0.03% | |
| 48 | SE | Sea Ltd-adr | Stock-Comm Services | 0.35% | — | — | |
| 49 | VDE | Vanguard Energy ETF | ETF-Other | 0.33% | -0.07% | — | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.32% | -0.06% | — |
According to official SEC Form 13F filings, Financial Perspectives, Inc reported a total U.S. public equity portfolio value of $410.9M across 681 disclosed positions in Q2 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 18.5% of total reported equity market value during Q2 2024.
During Q2 2024, Financial Perspectives, Inc's top holdings by market value included MDT (6.7%)、VYM (5.9%)、MSFT (5.5%). The largest single position, MDT, represented 6.7% of total portfolio value.
In Q2 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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