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CIK: 0002003287
Total reported value
$410.9M
$410.9M
724 檔
21.4%
In Q2 2025, Financial Perspectives, Inc's U.S. equity holdings reached a combined market value of $410.9M, distributed across 724 disclosed stock positions.
In Q2 2025, Financial Perspectives, Inc displayed an active expansion posture, initiating 0 new positions and adding to 40 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 | 5.77% | -1.26% | -1.82% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.74% | +1.06% | +3.60% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.65% | -0.35% | +3.35% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.06% | -0.26% | +1.66% | |
| 5 | BSX | Boston Scientific CORP | Stock-Healthcare | 4.36% | -0.91% | -2.22% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.03% | -0.09% | +2.10% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.15% | +0.25% | +2.17% | |
| 8 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.91% | -0.19% | +10.80% | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.86% | -0.24% | +1.94% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.85% | -0.18% | +7.22% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.75% | — | +1.00% | |
| 12 | HDV | Ishares Core High Dividend E | ETF-Other | 2.55% | -0.34% | +1.67% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.43% | +0.64% | +11.96% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.19% | -0.02% | -0.39% | |
| 15 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.85% | -0.19% | +4.66% | |
| 16 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.70% | +0.34% | +1.11% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.51% | +0.25% | +2.32% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | +0.11% | +8.54% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.33% | +0.02% | +3.30% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | +0.09% | +5.27% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.20% | -0.11% | +11.19% | |
| 22 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.04% | +0.11% | -7.42% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | +0.08% | +6.34% | |
| 24 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.85% | -0.10% | +10.86% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | -0.02% | +0.04% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.17% | -22.07% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.79% | +0.01% | -4.84% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.01% | +0.02% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.73% | -0.06% | -10.08% | |
| 30 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.66% | +0.01% | +3.84% | |
| 31 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.65% | +0.15% | +3.27% | |
| 32 | SE | Sea Ltd-adr | Stock-Comm Services | 0.65% | — | +0.54% | |
| 33 | MMM | 3m Co | Stock-Industrials | 0.65% | -0.01% | +0.01% | |
| 34 | IDV | Ishares International Select | ETF-Other | 0.62% | -0.09% | +0.59% | |
| 35 | CGGR | Cap Group Growth Equity | ETF-Other | 0.60% | +0.04% | +1.36% | |
| 36 | CGGO | Cap Group Global Growth | ETF-Other | 0.55% | +0.21% | +10.00% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.53% | +0.06% | +11.56% | |
| 38 | ASML | ASML Holding N.V. | Stock-Tech | 0.47% | +0.20% | +12.29% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.02% | +12.44% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.43% | +0.06% | +92.50% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.43% | +0.03% | +2.51% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.41% | +0.11% | -2.38% | |
| 43 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.40% | -0.13% | +4.21% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | -0.05% | -1.50% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.36% | -0.01% | — | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.35% | -0.06% | — | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.34% | -0.07% | — | |
| 48 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 0.30% | +0.01% | +4.52% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.30% | -0.04% | +0.06% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.30% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.9% | +1.00% | Add |
| 2 | MSFT | Microsoft CORP | +0.8% | +1.66% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +11.96% | Add |
| 4 | VGT | Vanguard Info Tech ETF | +0.6% | +3.60% | Add |
| 5 | NVDA | Nvidia CORP | +0.5% | -0.39% | Trim |
| 6 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +2.17% | Add |
| 7 | VYMI | Vanguard Int High Dvd Yld In | +0.2% | +10.80% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.2% | +6.34% | Add |
| 9 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +92.50% | Add |
| 10 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | +1.11% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +8.54% | Add |
| 12 | VUG | Vanguard Growth ETF | +0.1% | +74.25% | Add |
| 13 | MELI | Mercadolibre Inc | +0.1% | -7.42% | Trim |
| 14 | CGDV | Cap Group Dividend Value | +0.1% | +104.39% | Add |
| 15 | ASML | ASML Holding N.V. | +0.1% | +12.29% | Add |
| 16 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 17 | IYW | Ishares Ustechnology ETF | +0.1% | +3.27% | Add |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +11.56% | Add |
| 19 | SHOP | Shopify Inc - Class A | +0.1% | +3.84% | Add |
| 20 | SE | Sea Ltd-adr | +0.1% | +0.54% | Add |
| 21 | VT | Vanguard Tot World Stk ETF | +0.1% | +54.15% | Add |
| 22 | CGGO | Cap Group Global Growth | +0.1% | +10.00% | Add |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | +18.95% | Add |
| 24 | TDIV | Ft Nasdaq Tech Dvd Index Fd | 0% | +7.05% | Add |
| 25 | NU | Nu Holdings Ltd. | 0% | +13.97% | Add |
| 26 | GOOG | Alphabet Inc-cl C | 0% | +2.32% | Add |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +0.04% | Add |
| 28 | CGGR | Cap Group Growth Equity | 0% | +1.36% | Add |
| 29 | IWF | Ishares Russell 1000 Growth | 0% | +2.51% | Add |
| 30 | IWM | Ishares Russell 2000 ETF | 0% | +22.10% | Add |
| 31 | SMH | Vaneck Semiconductor ETF | 0% | +0.04% | Add |
| 32 | DGRO | Ishares Core Dividend Growth | 0% | +11.19% | Add |
| 33 | TSLA | Tesla Inc | 0% | -4.84% | Trim |
| 34 | IETC | Ishares U.s. Tech Independen | 0% | +4.52% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.30% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | — | +5.27% | Add |
| 37 | IDV | Ishares International Select | — | +0.59% | Add |
| 38 | VIG | Vanguard Dividend Apprec ETF | 0% | +7.22% | Add |
| 39 | VDC | Vanguard Consumer Staple ETF | 0% | +10.86% | Add |
| 40 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | +1.94% | Add |
| 41 | HUM | Humana Inc | -0.1% | EXIT | Sold out |
| 42 | FSTA | Fidelity Msci Cons Stap Indx | -0.2% | +4.66% | Add |
| 43 | JPST | Jpmorgan Ultra-short Income | -0.2% | -10.08% | Trim |
| 44 | ABBV | Abbvie Inc | -0.2% | +0.02% | Add |
| 45 | VOO | Vanguard S&p 500 ETF | -0.3% | -22.07% | Trim |
| 46 | BSX | Boston Scientific CORP | -0.4% | -2.22% | Trim |
| 47 | UNH | Unitedhealth Group Inc | -0.4% | -2.38% | Trim |
| 48 | VYM | Vanguard High Dvd Yield ETF | -0.4% | +3.35% | Add |
| 49 | AAPL | Apple Inc | -0.8% | +2.10% | Add |
| 50 | MDT | Medtronic plc | -1.1% | -1.82% | Trim |
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 Q2 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, VGT, VYM) accounted for 21.4% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
HUM
前期市值: $178.9K
During Q2 2025, Financial Perspectives, Inc's top holdings by market value included MDT (5.8%)、VGT (5.7%)、VYM (5.7%). The largest single position, MDT, represented 5.8% of total portfolio value.
In Q2 2025, Financial Perspectives, Inc made 49 total portfolio adjustments, initiating 0 new buys, adding to 40 positions, trimming 8 holdings, and fully liquidating 1 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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