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CIK: 0002003287
Total reported value
$410.9M
$410.9M
726 檔
20.0%
According to the latest 13F quarterly dataset, Financial Perspectives, Inc managed an equity portfolio of $410.9M at the end of Q4 2024, spanning 726 distinct U.S. exchange-listed positions.
In Q4 2024, Financial Perspectives, Inc displayed an active expansion posture, initiating 5 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 726 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDT | Medtronic plc | Stock-Healthcare | 6.09% | -1.26% | +2.37% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.82% | -0.35% | +0.02% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.54% | +1.06% | +15.59% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.44% | -0.09% | +0.84% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.75% | -0.26% | +1.64% | |
| 6 | BSX | Boston Scientific CORP | Stock-Healthcare | 4.35% | -0.91% | -0.97% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.19% | +0.25% | +0.20% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.89% | -0.18% | -5.77% | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.66% | -0.24% | +0.24% | |
| 10 | HDV | Ishares Core High Dividend E | ETF-Other | 2.65% | -0.34% | +1.84% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.55% | — | -14.53% | |
| 12 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.29% | -0.19% | +3.32% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.08% | +0.64% | +0.17% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | -0.02% | +0.06% | |
| 15 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.84% | -0.19% | +2.29% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.76% | +0.25% | +0.73% | |
| 17 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.72% | +0.34% | +0.35% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | +0.11% | +1.17% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | +0.09% | +7.55% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.26% | +0.02% | +1.52% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.10% | +0.17% | +3.82% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.06% | -0.11% | +2.43% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.06% | +0.01% | +0.99% | |
| 24 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.82% | +0.11% | — | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | +0.08% | +3.54% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | +0.01% | +7.58% | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | -0.02% | +6.38% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.76% | +0.11% | +7.21% | |
| 29 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.75% | -0.10% | +2.07% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.69% | -0.06% | -11.05% | |
| 31 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.65% | +0.01% | — | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.64% | +0.15% | +1.04% | |
| 33 | MMM | 3m Co | Stock-Industrials | 0.60% | -0.01% | +0.01% | |
| 34 | CGGR | Cap Group Growth Equity | ETF-Other | 0.60% | +0.04% | +0.18% | |
| 35 | IDV | Ishares International Select | ETF-Other | 0.54% | -0.09% | -4.79% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.06% | +1.67% | |
| 37 | SE | Sea Ltd-adr | Stock-Comm Services | 0.47% | — | -0.83% | |
| 38 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.44% | -0.13% | +0.04% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.44% | +0.03% | +2.43% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.02% | +12.19% | |
| 41 | CGGO | Cap Group Global Growth | ETF-Other | 0.42% | +0.21% | +9.40% | |
| 42 | ASML | ASML Holding N.V. | Stock-Tech | 0.40% | +0.20% | +4.31% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.05% | +3.91% | |
| 44 | GIS | General Mills Inc | Stock-Consumer Staples | 0.39% | -0.03% | — | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.38% | -0.01% | +0.21% | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.33% | +0.01% | +0.54% | |
| 47 | USB | US Bancorp | Stock-Financials | 0.33% | +0.01% | +2.26% | |
| 48 | ABT | Abbott Laboratories | Stock-Healthcare | 0.32% | -0.06% | — | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.31% | -0.04% | +2.73% | |
| 50 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 0.31% | +0.01% | +2.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGT | Vanguard Info Tech ETF | +0.9% | +15.59% | Add |
| 2 | TSLA | Tesla Inc | +0.4% | +0.99% | Add |
| 3 | AAPL | Apple Inc | +0.3% | +0.84% | Add |
| 4 | AVGO | Broadcom Inc | +0.3% | -14.53% | Trim |
| 5 | RBRK | Rubrik Inc-a | +0.3% | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | +0.2% | +1.17% | Add |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.17% | Add |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +0.73% | Add |
| 9 | BIPC | Brookfield Infrastructure-a | +0.2% | NEW | New buy |
| 10 | NVDA | Nvidia CORP | +0.1% | +0.06% | Add |
| 11 | SHOP | Shopify Inc - Class A | +0.1% | — | Unchanged |
| 12 | JPM | Jpmorgan Chase & Co | +0.1% | +6.38% | Add |
| 13 | BSX | Boston Scientific CORP | +0.1% | -0.97% | Trim |
| 14 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 15 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +0.20% | Add |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | +7.55% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +33.31% | Add |
| 18 | FDVV | Fidelity High Dividend ETF | +0.1% | NEW | New buy |
| 19 | KKR | Kkr & Co Inc | +0.1% | NEW | New buy |
| 20 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +0.35% | Add |
| 21 | DIS | Walt Disney Co/the | 0% | +12.28% | Add |
| 22 | SCHD | Schwab US Dvd Equity ETF | 0% | +291.25% | Add |
| 23 | NOW | Servicenow Inc | 0% | +12.60% | Add |
| 24 | VCR | Vanguard Consumer Discre ETF | 0% | +13.38% | Add |
| 25 | VBK | Vanguard Small-cap Grwth ETF | 0% | +96.77% | Add |
| 26 | AMP | Ameriprise Financial Inc | 0% | +145.99% | Add |
| 27 | VOO | Vanguard S&p 500 ETF | 0% | +3.82% | Add |
| 28 | SE | Sea Ltd-adr | 0% | -0.83% | Trim |
| 29 | IWF | Ishares Russell 1000 Growth | 0% | +2.43% | Add |
| 30 | META | Meta Platforms Inc-class A | 0% | +3.54% | Add |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +12.19% | Add |
| 32 | CGGR | Cap Group Growth Equity | 0% | +0.18% | Add |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +1.52% | Add |
| 34 | BEPC | Brookfield Renewable Corporation | 0% | EXIT | Sold out |
| 35 | VALE | Vale Sa-sp Adr | -0.1% | -23.84% | Trim |
| 36 | AMGN | Amgen Inc | -0.1% | +2.73% | Add |
| 37 | GIS | General Mills Inc | -0.1% | — | Unchanged |
| 38 | ASML | ASML Holding N.V. | -0.1% | +4.31% | Add |
| 39 | UNH | Unitedhealth Group Inc | -0.1% | +7.21% | Add |
| 40 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 41 | IDV | Ishares International Select | -0.1% | -4.79% | Trim |
| 42 | JPST | Jpmorgan Ultra-short Income | -0.1% | -11.05% | Trim |
| 43 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | +0.54% | Add |
| 44 | HDV | Ishares Core High Dividend E | -0.2% | +1.84% | Add |
| 45 | VYMI | Vanguard Int High Dvd Yld In | -0.2% | +3.32% | Add |
| 46 | MELI | Mercadolibre Inc | -0.2% | — | Unchanged |
| 47 | VIG | Vanguard Dividend Apprec ETF | -0.3% | -5.77% | Trim |
| 48 | VIGI | Vanguard Int Div App Indx Fd | -0.4% | +0.24% | Add |
| 49 | 1939900D | Brookfield Infrastructure-a | -0.4% | EXIT | Sold out |
| 50 | MDT | Medtronic plc | -0.8% | +2.37% | Add |
According to official SEC Form 13F filings, Financial Perspectives, Inc reported a total U.S. public equity portfolio value of $410.9M across 726 disclosed positions in Q4 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, VGT) accounted for 20.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
RBRK
市值: $732.4K
Top Position Liquidated / Trimmed
1939900D
前期市值: $1.3M
During Q4 2024, Financial Perspectives, Inc's top holdings by market value included MDT (6.1%)、VYM (5.8%)、VGT (5.5%). The largest single position, MDT, represented 6.1% of total portfolio value.
In Q4 2024, Financial Perspectives, Inc made 47 total portfolio adjustments, initiating 5 new buys, adding to 32 positions, trimming 7 holdings, and fully liquidating 3 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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