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CIK: 0002003287
Total reported value
$410.9M
$410.9M
685 檔
19.5%
During the Q3 2024 filing period, Financial Perspectives, Inc (CIK: 0002003287) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $410.9M across 685 reported positions.
In Q3 2024, Financial Perspectives, Inc displayed an active expansion posture, initiating 0 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 685 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDT | Medtronic plc | Stock-Healthcare | 6.92% | -1.26% | -4.25% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.04% | -0.35% | +1.08% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.18% | -0.09% | +0.52% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.92% | -0.26% | -0.07% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.66% | +1.06% | -3.43% | |
| 6 | BSX | Boston Scientific CORP | Stock-Healthcare | 4.25% | -0.91% | -1.35% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.20% | -0.18% | +6.39% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.10% | +0.25% | -1.86% | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.02% | -0.24% | +0.49% | |
| 10 | HDV | Ishares Core High Dividend E | ETF-Other | 2.81% | -0.34% | +0.68% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.48% | -0.19% | -0.94% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.29% | — | +839.94% | |
| 13 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.92% | -0.19% | +1.57% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.88% | +0.64% | -0.40% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.88% | -0.02% | +9.03% | |
| 16 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.67% | +0.34% | +0.59% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.59% | +0.25% | +0.10% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.11% | +1.58% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.26% | +0.02% | +0.16% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.21% | +0.09% | +0.18% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.10% | -0.11% | +6.26% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.17% | +1.51% | |
| 23 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.02% | +0.11% | +0.21% | |
| 24 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.84% | +0.11% | -3.26% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.84% | +0.01% | +0.02% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.81% | -0.06% | -6.66% | |
| 27 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.79% | -0.10% | +4.27% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.78% | +0.08% | +0.30% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.70% | +0.01% | +0.34% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | -0.02% | +0.03% | |
| 31 | MMM | 3m Co | Stock-Industrials | 0.66% | -0.01% | -9.77% | |
| 32 | IDV | Ishares International Select | ETF-Other | 0.65% | -0.09% | +0.77% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.62% | +0.15% | +0.20% | |
| 34 | CGGR | Cap Group Growth Equity | ETF-Other | 0.58% | +0.04% | +0.94% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.51% | +0.06% | -0.73% | |
| 36 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.51% | +0.01% | — | |
| 37 | ASML | ASML Holding N.V. | Stock-Tech | 0.48% | +0.20% | -0.84% | |
| 38 | GIS | General Mills Inc | Stock-Consumer Staples | 0.47% | -0.03% | +2.93% | |
| 39 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.46% | +0.01% | -1.45% | |
| 40 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.46% | -0.13% | +0.05% | |
| 41 | 1939900D | Brookfield Infrastructure-a | Stock-Other | 0.44% | — | +0.02% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.05% | +0.01% | |
| 43 | SE | Sea Ltd-adr | Stock-Comm Services | 0.44% | — | +0.57% | |
| 44 | CGGO | Cap Group Global Growth | ETF-Other | 0.41% | +0.21% | +2.85% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.41% | +0.03% | +1.67% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.02% | — | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.40% | -0.01% | +0.88% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.39% | -0.04% | +0.03% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.33% | -0.06% | — | |
| 50 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.31% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | +0.3% | +6.39% | Add |
| 2 | AAPL | Apple Inc | +0.2% | +0.52% | Add |
| 3 | MDT | Medtronic plc | +0.2% | -4.25% | Trim |
| 4 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +1.08% | Add |
| 5 | MELI | Mercadolibre Inc | +0.2% | +0.21% | Add |
| 6 | TSLA | Tesla Inc | +0.1% | +0.34% | Add |
| 7 | DGRO | Ishares Core Dividend Growth | +0.1% | +6.26% | Add |
| 8 | SE | Sea Ltd-adr | +0.1% | +0.57% | Add |
| 9 | MMM | 3m Co | +0.1% | -9.77% | Trim |
| 10 | 1939900D | Brookfield Infrastructure-a | +0.1% | +0.02% | Add |
| 11 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +0.49% | Add |
| 12 | ABBV | Abbvie Inc | +0.1% | +0.02% | Add |
| 13 | SHOP | Shopify Inc - Class A | +0.1% | — | Unchanged |
| 14 | HDV | Ishares Core High Dividend E | +0.1% | +0.68% | Add |
| 15 | GIS | General Mills Inc | +0.1% | +2.93% | Add |
| 16 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +34.15% | Add |
| 17 | FSTA | Fidelity Msci Cons Stap Indx | +0.1% | +1.57% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | +0.30% | Add |
| 19 | VDC | Vanguard Consumer Staple ETF | 0% | +4.27% | Add |
| 20 | BSX | Boston Scientific CORP | 0% | -1.35% | Trim |
| 21 | UNH | Unitedhealth Group Inc | 0% | -3.26% | Trim |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 23 | HDB | Hdfc Bank Ltd-adr | 0% | +29.48% | Add |
| 24 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 25 | CARR | Carrier Global CORP | 0% | +7.74% | Add |
| 26 | VNQ | Vanguard Real Estate ETF | 0% | -0.90% | Trim |
| 27 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 28 | HD | Home Depot Inc | 0% | +0.06% | Add |
| 29 | IDV | Ishares International Select | 0% | +0.77% | Add |
| 30 | JNJ | Johnson & Johnson | 0% | +0.01% | Add |
| 31 | USB | US Bancorp | 0% | +0.11% | Add |
| 32 | BN | Brookfield CORP | 0% | — | Unchanged |
| 33 | VHT | Vanguard Health Care ETF | 0% | +6.95% | Add |
| 34 | VCR | Vanguard Consumer Discre ETF | 0% | +9.42% | Add |
| 35 | NVDA | Nvidia CORP | 0% | +9.03% | Add |
| 36 | VOO | Vanguard S&p 500 ETF | 0% | +1.51% | Add |
| 37 | VTV | Vanguard Value ETF | 0% | +0.88% | Add |
| 38 | VYMI | Vanguard Int High Dvd Yld In | — | -0.94% | Trim |
| 39 | CGGR | Cap Group Growth Equity | — | +0.94% | Add |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.16% | Add |
| 41 | IVV | Ishares Core S&p 500 ETF | 0% | +0.18% | Add |
| 42 | WOLF* | Wolfspeed Inc | -0.1% | +20.11% | Add |
| 43 | FTEC | Fidelity Msci Info Tech Indx | -0.1% | +0.59% | Add |
| 44 | JPST | Jpmorgan Ultra-short Income | -0.1% | -6.66% | Trim |
| 45 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -1.45% | Trim |
| 46 | ASML | ASML Holding N.V. | -0.2% | -0.84% | Trim |
| 47 | IVW | Ishares S&p 500 Growth ETF | -0.2% | -1.86% | Trim |
| 48 | GOOG | Alphabet Inc-cl C | -0.3% | +0.10% | Add |
| 49 | VGT | Vanguard Info Tech ETF | -0.4% | -3.43% | Trim |
| 50 | MSFT | Microsoft CORP | -0.5% | -0.07% | Trim |
According to official SEC Form 13F filings, Financial Perspectives, Inc reported a total U.S. public equity portfolio value of $410.9M across 685 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MDT, VYM, AAPL) accounted for 19.5% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
MDT
前期市值: $18.2M
During Q3 2024, Financial Perspectives, Inc's top holdings by market value included MDT (6.9%)、VYM (6.0%)、AAPL (5.2%). The largest single position, MDT, represented 6.9% of total portfolio value.
In Q3 2024, Financial Perspectives, Inc made 45 total portfolio adjustments, initiating 0 new buys, adding to 33 positions, trimming 12 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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