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CIK: 0002003287
Total reported value
$410.9M
$410.9M
724 檔
19.6%
As reported in its official Q1 2025 Form 13F filing, Financial Perspectives, Inc's tracked investment portfolio stood at $410.9M with 724 total positions.
In Q1 2025, Financial Perspectives, Inc displayed an active expansion posture, initiating 0 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 724 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDT | Medtronic plc | Stock-Healthcare | 6.86% | -1.26% | -1.81% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.05% | -0.35% | -0.22% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.14% | +1.06% | +4.11% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.85% | -0.09% | -1.45% | |
| 5 | BSX | Boston Scientific CORP | Stock-Healthcare | 4.74% | -0.91% | -5.33% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.26% | -0.26% | -1.27% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.94% | +0.25% | -0.85% | |
| 8 | HDV | Ishares Core High Dividend E | ETF-Other | 2.93% | -0.34% | +0.70% | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.92% | -0.24% | +4.04% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.86% | -0.18% | -2.07% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.73% | -0.19% | +7.90% | |
| 12 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 2.02% | -0.19% | +3.20% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.87% | — | +0.02% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.80% | +0.64% | +1.27% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.71% | -0.02% | +2.83% | |
| 16 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.55% | +0.34% | +1.42% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.48% | +0.25% | -0.22% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | +0.11% | -0.29% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.32% | +0.02% | +7.70% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | +0.09% | +0.99% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.18% | -0.11% | +8.22% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.17% | -1.34% | |
| 23 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.95% | +0.11% | -0.07% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 0.94% | +0.01% | +0.02% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.92% | -0.06% | +29.65% | |
| 26 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.87% | -0.10% | +9.87% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.83% | +0.08% | +2.98% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | -0.02% | +0.04% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.80% | +0.11% | +0.04% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.77% | +0.01% | +10.42% | |
| 31 | MMM | 3m Co | Stock-Industrials | 0.71% | -0.01% | +1.34% | |
| 32 | IDV | Ishares International Select | ETF-Other | 0.62% | -0.09% | -0.53% | |
| 33 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.60% | +0.01% | — | |
| 34 | SE | Sea Ltd-adr | Stock-Comm Services | 0.59% | — | -0.09% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.58% | +0.15% | +0.52% | |
| 36 | CGGR | Cap Group Growth Equity | ETF-Other | 0.57% | +0.04% | +0.85% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.02% | -1.93% | |
| 38 | CGGO | Cap Group Global Growth | ETF-Other | 0.50% | +0.21% | +19.01% | |
| 39 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.48% | -0.13% | +0.04% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.46% | +0.06% | -7.01% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | -0.05% | -1.49% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.40% | +0.03% | +0.49% | |
| 43 | VTV | Vanguard Value ETF | ETF-Other | 0.39% | -0.01% | +0.26% | |
| 44 | ASML | ASML Holding N.V. | Stock-Tech | 0.39% | +0.20% | — | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | -0.06% | — | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.38% | -0.04% | +0.06% | |
| 47 | GIS | General Mills Inc | Stock-Consumer Staples | 0.37% | -0.03% | — | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.36% | -0.07% | +37.42% | |
| 49 | VDE | Vanguard Energy ETF | ETF-Other | 0.31% | -0.07% | +0.22% | |
| 50 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.31% | -0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MDT | Medtronic plc | +0.8% | -1.81% | Trim |
| 2 | VYMI | Vanguard Int High Dvd Yld In | +0.4% | +7.90% | Add |
| 3 | BSX | Boston Scientific CORP | +0.4% | -5.33% | Trim |
| 4 | HDV | Ishares Core High Dividend E | +0.3% | +0.70% | Add |
| 5 | VIGI | Vanguard Int Div App Indx Fd | +0.3% | +4.04% | Add |
| 6 | JPST | Jpmorgan Ultra-short Income | +0.2% | +29.65% | Add |
| 7 | VYM | Vanguard High Dvd Yield ETF | +0.2% | -0.22% | Trim |
| 8 | FSTA | Fidelity Msci Cons Stap Indx | +0.2% | +3.20% | Add |
| 9 | ABBV | Abbvie Inc | +0.2% | +0.02% | Add |
| 10 | MELI | Mercadolibre Inc | +0.1% | -0.07% | Trim |
| 11 | SE | Sea Ltd-adr | +0.1% | -0.09% | Trim |
| 12 | VDC | Vanguard Consumer Staple ETF | +0.1% | +9.87% | Add |
| 13 | DGRO | Ishares Core Dividend Growth | +0.1% | +8.22% | Add |
| 14 | COST | Costco Wholesale CORP | +0.1% | +37.42% | Add |
| 15 | MMM | 3m Co | +0.1% | +1.34% | Add |
| 16 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.1% | +68.11% | Add |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.93% | Trim |
| 18 | IDV | Ishares International Select | +0.1% | -0.53% | Trim |
| 19 | CGGO | Cap Group Global Growth | +0.1% | +19.01% | Add |
| 20 | AMGN | Amgen Inc | +0.1% | +0.06% | Add |
| 21 | ABT | Abbott Laboratories | +0.1% | — | Unchanged |
| 22 | GILD | Gilead Sciences Inc | +0.1% | — | Unchanged |
| 23 | JNJ | Johnson & Johnson | +0.1% | -1.49% | Trim |
| 24 | MSTR | Strategy Inc | +0.1% | +348.50% | Add |
| 25 | T | At&t Inc | +0.1% | +0.26% | Add |
| 26 | VIG | Vanguard Dividend Apprec ETF | 0% | -2.07% | Trim |
| 27 | CGGR | Cap Group Growth Equity | 0% | +0.85% | Add |
| 28 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | +3.59% | Add |
| 30 | NOW | Servicenow Inc | 0% | — | Unchanged |
| 31 | CSR | Centerspace | 0% | -50.00% | Trim |
| 32 | IWF | Ishares Russell 1000 Growth | 0% | +0.49% | Add |
| 33 | USB | US Bancorp | 0% | -0.51% | Trim |
| 34 | SHOP | Shopify Inc - Class A | -0.1% | — | Unchanged |
| 35 | VOO | Vanguard S&p 500 ETF | -0.1% | -1.34% | Trim |
| 36 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -7.01% | Trim |
| 37 | IYW | Ishares Ustechnology ETF | -0.1% | +0.52% | Add |
| 38 | VUG | Vanguard Growth ETF | -0.1% | -26.97% | Trim |
| 39 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | — | Unchanged |
| 40 | FTEC | Fidelity Msci Info Tech Indx | -0.2% | +1.42% | Add |
| 41 | AMZN | Amazon.com Inc | -0.2% | -0.29% | Trim |
| 42 | IVW | Ishares S&p 500 Growth ETF | -0.3% | -0.85% | Trim |
| 43 | GOOG | Alphabet Inc-cl C | -0.3% | -0.22% | Trim |
| 44 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | +1.27% | Add |
| 45 | TSLA | Tesla Inc | -0.3% | +10.42% | Add |
| 46 | NVDA | Nvidia CORP | -0.3% | +2.83% | Add |
| 47 | VGT | Vanguard Info Tech ETF | -0.4% | +4.11% | Add |
| 48 | MSFT | Microsoft CORP | -0.5% | -1.27% | Trim |
| 49 | AAPL | Apple Inc | -0.6% | -1.45% | Trim |
| 50 | AVGO | Broadcom Inc | -0.7% | +0.02% | Add |
According to official SEC Form 13F filings, Financial Perspectives, Inc reported a total U.S. public equity portfolio value of $410.9M across 724 disclosed positions in Q1 2025.
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 19.6% of total reported equity market value during Q1 2025.
Top Position Liquidated / Trimmed
MDT
前期市值: $18.1M
During Q1 2025, Financial Perspectives, Inc's top holdings by market value included MDT (6.9%)、VYM (6.0%)、VGT (5.1%). The largest single position, MDT, represented 6.9% of total portfolio value.
In Q1 2025, Financial Perspectives, Inc made 44 total portfolio adjustments, initiating 0 new buys, adding to 25 positions, trimming 19 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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