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CIK: 0002003287
Total reported value
$410.9M
$410.9M
724 檔
23.1%
According to the latest 13F quarterly dataset, Financial Perspectives, Inc managed an equity portfolio of $410.9M at the end of Q3 2025, spanning 724 distinct U.S. exchange-listed positions.
In Q3 2025, Financial Perspectives, Inc displayed an active expansion posture, initiating 0 new positions and adding to 41 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 | 5.73% | -1.26% | -0.90% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-Tech | 5.72% | +1.06% | -3.36% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.61% | -0.35% | +2.39% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.78% | -0.26% | -1.22% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.52% | -0.09% | -1.65% | |
| 6 | BSX | Boston Scientific CORP | Stock-Healthcare | 3.69% | -0.91% | +1.50% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.19% | +0.25% | +0.68% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 3.01% | — | -0.50% | |
| 9 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.92% | -0.19% | +3.48% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.77% | -0.18% | +0.24% | |
| 11 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.65% | -0.24% | +1.67% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.62% | +0.64% | -4.85% | |
| 13 | HDV | Ishares Core High Dividend E | ETF-Other | 2.48% | -0.34% | +1.76% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.34% | -0.02% | -1.26% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.88% | +0.25% | -1.11% | |
| 16 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.76% | +0.34% | +0.25% | |
| 17 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 1.70% | -0.19% | +2.52% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | +0.11% | -1.66% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.30% | +0.02% | -1.18% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.28% | +0.09% | -0.86% | |
| 21 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.24% | -0.11% | +5.76% | |
| 22 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | +0.01% | — | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | +0.08% | +4.60% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | -0.02% | +8.48% | |
| 25 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.86% | +0.11% | — | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.85% | +0.01% | +0.70% | |
| 27 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.80% | -0.10% | +4.42% | |
| 28 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.78% | +0.01% | -0.33% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.17% | -4.87% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.69% | +0.15% | +1.60% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.67% | -0.06% | +0.40% | |
| 32 | SE | Sea Ltd-adr | Stock-Comm Services | 0.66% | — | — | |
| 33 | CGGR | Cap Group Growth Equity | ETF-Other | 0.61% | +0.04% | +2.67% | |
| 34 | IDV | Ishares International Select | ETF-Other | 0.60% | -0.09% | +0.74% | |
| 35 | MMM | 3m Co | Stock-Industrials | 0.59% | -0.01% | -1.45% | |
| 36 | CGGO | Cap Group Global Growth | ETF-Other | 0.56% | +0.21% | +5.26% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.55% | +0.06% | +3.76% | |
| 38 | ASML | ASML Holding N.V. | Stock-Tech | 0.52% | +0.20% | +0.05% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.50% | +0.06% | +22.10% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.44% | +0.03% | +1.41% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.11% | +2.07% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.02% | -4.86% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | -0.05% | +3.09% | |
| 44 | FENY | Fidelity Msci Energy Index | ETF-Large Cap & Growth | 0.39% | -0.13% | -0.87% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.35% | -0.03% | -0.11% | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.35% | -0.01% | +1.42% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.32% | -0.06% | +1.18% | |
| 48 | IETC | Ishares U.s. Tech Independen | ETF-Tech | 0.30% | +0.01% | +0.13% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.30% | -0.07% | +3.30% | |
| 50 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.29% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.1% | -0.50% | Add |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.8% | -4.85% | Add |
| 3 | NVDA | Nvidia CORP | +0.6% | -1.26% | Trim |
| 4 | VGT | Vanguard Info Tech ETF | +0.6% | -3.36% | Add |
| 5 | MSFT | Microsoft CORP | +0.5% | -1.22% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | -1.11% | Add |
| 7 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +0.68% | Add |
| 8 | TSLA | Tesla Inc | +0.3% | — | Trim |
| 9 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +22.10% | Add |
| 10 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | +0.25% | Add |
| 11 | VYMI | Vanguard Int High Dvd Yld In | +0.2% | +3.48% | Add |
| 12 | SHOP | Shopify Inc - Class A | +0.2% | -0.33% | Add |
| 13 | ASML | ASML Holding N.V. | +0.1% | +0.05% | Add |
| 14 | ORCL | Oracle CORP | +0.1% | -0.11% | Trim |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +4.60% | Add |
| 16 | IYW | Ishares Ustechnology ETF | +0.1% | +1.60% | Add |
| 17 | MU | Micron Technology Inc | +0.1% | +34.81% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +8.48% | Add |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.76% | Add |
| 20 | CGDV | Cap Group Dividend Value | +0.1% | +0.11% | Add |
| 21 | VT | Vanguard Tot World Stk ETF | +0.1% | +14.00% | Add |
| 22 | VUG | Vanguard Growth ETF | +0.1% | -10.02% | Add |
| 23 | SE | Sea Ltd-adr | +0.1% | — | Add |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | -5.31% | Add |
| 25 | DGRO | Ishares Core Dividend Growth | +0.1% | +5.76% | Add |
| 26 | CGGO | Cap Group Global Growth | +0.1% | +5.26% | Add |
| 27 | IWM | Ishares Russell 2000 ETF | +0.1% | +6.20% | Add |
| 28 | CNQ | Canadian Natural Resources | +0.1% | +58.63% | Add |
| 29 | CGGR | Cap Group Growth Equity | 0% | +2.67% | Add |
| 30 | IWF | Ishares Russell 1000 Growth | 0% | +1.41% | Add |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | -4.00% | Trim |
| 32 | SMH | Vaneck Semiconductor ETF | 0% | — | Add |
| 33 | TDIV | Ft Nasdaq Tech Dvd Index Fd | 0% | +0.04% | Add |
| 34 | IETC | Ishares U.s. Tech Independen | 0% | +0.13% | Add |
| 35 | AMZN | Amazon.com Inc | 0% | -1.66% | Add |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.18% | Add |
| 37 | IVV | Ishares Core S&p 500 ETF | 0% | -0.86% | Add |
| 38 | IDV | Ishares International Select | 0% | +0.74% | Add |
| 39 | VDC | Vanguard Consumer Staple ETF | -0.1% | +4.42% | Add |
| 40 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +0.24% | Add |
| 41 | ABBV | Abbvie Inc | -0.1% | +0.70% | Add |
| 42 | MELI | Mercadolibre Inc | -0.1% | — | Trim |
| 43 | VIGI | Vanguard Int Div App Indx Fd | -0.3% | +1.67% | Add |
| 44 | VOO | Vanguard S&p 500 ETF | -0.3% | -4.87% | Trim |
| 45 | AAPL | Apple Inc | -0.3% | -1.65% | Add |
| 46 | UNH | Unitedhealth Group Inc | -0.4% | +2.07% | Trim |
| 47 | VYM | Vanguard High Dvd Yield ETF | -0.4% | +2.39% | Add |
| 48 | HDV | Ishares Core High Dividend E | -0.5% | +1.76% | Add |
| 49 | BSX | Boston Scientific CORP | -1.1% | +1.50% | Trim |
| 50 | MDT | Medtronic plc | -1.1% | -0.90% | 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 Q3 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 23.1% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
MDT
前期市值: $20.0M
During Q3 2025, Financial Perspectives, Inc's top holdings by market value included MDT (5.7%)、VGT (5.7%)、VYM (5.6%). The largest single position, MDT, represented 5.7% of total portfolio value.
In Q3 2025, Financial Perspectives, Inc made 50 total portfolio adjustments, initiating 0 new buys, adding to 41 positions, trimming 9 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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