Financial Perspectives, Inc

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002003287

Type: FundHoldings: 724Value: $292.1MLatest: 2025Q1

Financial Perspectives, Inc is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 724 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "PINS",
  "SE",
  "FIBK",
  "SPSC",
  "PIPR",
  "FLEX",
  "MPWR",
  "RNG",
  "ARGX",
  null,
  "ASB",
  null,
  "OSK",
  "AAL",
  "BEP",
  "QTWO",
  "FROG",
  "EXAS",
  "BNT",
  "HUM",
  "BEPC",
  "BCE",
  null,
  "SNOW",
  "MU",
  null,
  "PATK",
  null,
  "FNDF",
  "FNDA",
  "ACN",
  "OTTR",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  null,
  "KTB",
  "VONG",
  "ALL",
  "GOOGL",
  "VDE",
  "ASIX",
  null,
  "VTS",
  null,
  null,
  "AXP",
  "UNIT",
  null,
  "ASAN",
  "ACT",
  null,
  "APOG",
  null,
  "AIG",
  "TEAM",
  "ASML",
  "T",
  "BILI",
  "BLK",
  null,
  null,
  "CAT",
  "AVGO",
  null,
  "LOW",
  null,
  "CP.TO",
  "FCPT",
  "GMAB",
  null,
  null,
  "BSX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "CRON",
  null,
  null,
  null,
  "DBEF",
  "CCI",
  "JMIA",
  null,
  null,
  "DEA",
  "NICE",
  "EDIT",
  "NLOP",
  "EFC",
  "RUM",
  "QS",
  "PII",
  "FUN",
  null,
  "EOG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "U",
  "STNE",
  null,
  "CRESY",
  "PNR",
  "LOGI",
  null,
  "MMYT",
  null,
  "FITB",
  null,
  null,
  "GD",
  "GILD",
  "ALEX",
  "GIS",
  "HON",
  "HD",
  "BIVI",
  "CELU",
  "CPHC",
  "HPQ",
  "BRSP",
  null,
  "AZN",
  null,
  "MCD",
  "RPM",
  "FMX",
  null,
  "FE",
  "UNP",
  "QCOM",
  null,
  "SCCO",
  "ISRG",
  null,
  null,
  null,
  null,
  "EMXC",
  null,
  "GOF",
  "HMC",
  "HWM",
  "LEN",
  "ITW",
  null,
  "IDA",
  "AMAT",
  "RIVN",
  null,
  "EMR",
  "META",
  null,
  null,
  null,
  "MSB",
  "IQI",
  "IIM",
  "NEUE",
  "IVW",
  null,
  "PAGS",
  "PAM",
  "IJH",
  null,
  "POCI",
  null,
  null,
  null,
  "SSKN",
  "UIS",
  "SNCY",
  "SRDX",
  "UHAL",
  null,
  null,
  null,
  "PDX",
  "PMX",
  null,
  null,
  null,
  "ASG",
  "KMI",
  null,
  null,
  "LRCX",
  "IWS",
  null,
  "LIN",
  null,
  "BWG",
  null,
  null,
  null,
  "EDD",
  "MMC",
  "HYI",
  "MRVL",
  "SILA",
  "MA",
  "PODD",
  "UI",
  "MDT",
  "ALE",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "DXC",
  "EPR",
  "EXC",
  "ETSY",
  null,
  "FIS",
  null,
  "FYBR",
  "GE",
  "THG",
  null,
  "ICUI",
  "INCY",
  "HAS",
  "HRL",
  "NVS",
  "TEVA",
  "NU",
  null,
  "ILMN",
  "ORLY",
  "ADM",
  "DLN",
  "ALK",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  null,
  null,
  null,
  "VHT",
  "DOC",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "PNC",
  "IRM",
  "IEMG",
  "IJK",
  null,
  "IVV",
  "PBR",
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "BXSL",
  "ECL",
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "OGN",
  "WOLF",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "MDB",
  "AMGN",
  "MAS",
  "MSTR",
  "PARA",
  "PPG",
  "REGN",
  "ROK",
  "SLVM",
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SPG",
  "SRE",
  "O",
  "ROST",
  "RIO",
  "RTX",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  "SPYG",
  "BP",
  "AMT",
  "RSG",
  "IBM",
  "SSNC",
  "SBUX",
  "ERIC",
  "TEL",
  "CI",
  "TXN",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "UBS",
  "UL",
  "UPS",
  "VNQ",
  "VO",
  "LAZR",
  "MET",
  "UHAL-B",
  "DTM",
  "VXF",
  "AGNC",
  "RCL",
  "VOE",
  "OGE",
  "MRNA",
  "EWBC",
  "ALC",
  null,
  null,
  null,
  "PNW",
  "VWO",
  "SUPN",
  "VSS",
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  "NGG",
  "VIG",
  "TTE",
  "TOST",
  null,
  "NXT",
  "FTHY",
  "IWO",
  "PTON",
  "SKX",
  "SU",
  "WY",
  "GMED",
  "IWN",
  "PATH",
  "SNY",
  null,
  "TSM",
  "LRN",
  "GSK",
  null,
  null,
  "BN.TO",
  null,
  "VYM",
  "DD",
  null,
  "GRAL",
  "K",
  "EW",
  "TT",
  "GTN",
  "SRPT",
  "ST",
  "LITE",
  "MAT",
  "SWX",
  "VNT",
  "GM",
  "ACGL",
  "ALB",
  "AFL",
  "AXON",
  "AMD",
  "SONY",
  "ALLE",
  "VFC",
  "EL",
  "FI",
  "CHN",
  "DRI",
  "WAB",
  "IP",
  "F",
  "WEC",
  "DEO",
  "WM",
  "IWP",
  "IWR",
  "IR",
  "NCLH",
  null,
  null,
  "AEP",
  null,
  "ES",
  "GILT",
  "HTHT",
  null,
  "IFF",
  "PCYO",
  "BIPC",
  "UA",
  "PEG",
  "NVO",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  "NIO",
  "IVE",
  "LCID",
  null,
  "PFG",
  null,
  null,
  "PLUG",
  "LI",
  null,
  "AL",
  "KD",
  null,
  null,
  null,
  null,
  null,
  "NWSA",
  "HDB",
  "NTES",
  null,
  null,
  null,
  "HBAN",
  "PDD",
  null,
  "DKNG",
  "VEU",
  null,
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VYMI",
  "VALE",
  "VXUS",
  "VOOG",
  "VTWO",
  "VBK",
  "VTEB",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VTV",
  "VEEV",
  "VTRS",
  "V",
  "VST",
  "W",
  "WBD",
  "WMT",
  "WBA",
  null,
  "WDC",
  "WFC",
  "WST",
  "WELL",
  "HOWL",
  "WHR",
  "WMB",
  null,
  null,
  "WDS",
  "KLG",
  "XPEV",
  "XEL",
  "WDAY",
  null,
  "IUSG",
  "ZIMV",
  "SOLV",
  null,
  "LNT",
  "DTE",
  "AVNS",
  "NXST",
  "POST",
  "FOXA",
  "CNQ",
  "SCHD",
  "SOFI",
  "DVY",
  null,
  "SCHA",
  "JD",
  "LADR",
  null,
  "NOK",
  "LUMN",
  null,
  "NXPI",
  "MOH",
  "MFC",
  null,
  "SO",
  "TAK",
  "TTD",
  "ON",
  "SJM",
  "TDOC",
  "TGNA",
  "OKTA",
  "OTIS",
  "ONL",
  "SW",
  "PSX",
  "TCOM",
  "CRM",
  "PENN",
  "RPRX",
  "RBLX",
  "RBRK",
  "ORI",
  null,
  null,
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  "HBI",
  null,
  "IUSV",
  "GEV",
  "MELI",
  "ZBH",
  "ZM",
  "DGRO",
  "MCK",
  null,
  "NVT",
  "SPCE",
  "IRTC",
  "ESGU",
  "PSA",
  "FDX",
  null,
  "STLA",
  null,
  "STE",
  "KMB",
  "LULU",
  "AN",
  "AVA",
  "BAC",
  "BNS",
  "BMO",
  "BRK-B",
  "BDX",
  "BRBR",
  null,
  "BHP",
  "BKH",
  "BA",
  null,
  "OWL",
  "BMY",
  "BTI",
  "BBU",
  "BC",
  "BBUC",
  "BF-A",
  "BIP",
  "BLDR",
  "BAM.TO",
  "BG",
  "CARR",
  "CCL",
  "CE",
  "CSR",
  "CVE",
  "CNP",
  "CHGG",
  "CVX",
  "CHTR",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CME",
  "COKE",
  "KO",
  "CCEP",
  "COIN",
  "CMCSA",
  "CTSH",
  "COP",
  "STZ",
  "CEG",
  "COST",
  "CTVA",
  "CPNG",
  "CROX",
  "CRSP",
  "CRWD",
  "CVS",
  "CSX",
  "CYRX",
  "DELL",
  "DAY",
  "DE",
  "DAL",
  "DXCM",
  "DLR",
  "DOCU",
  "DOCN",
  "DCI",
  "DPZ",
  "RSP",
  "EWJ",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "VOD",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-18
Total Holdings: 724
Total Value: 292102660
Accession Number: 0002003287-25-000003
Form Type: 13F-HR
CIK: financial-perspectives
Manager Name: Financial-Perspectives

Data Enrichment

78% identified

567 identified157 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

724 positions • $292.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 37

Sort by:

Medtronic plc

MDT|G5960L103

Shares:223.0K

Value:$20.0M

% of Portfolio:6.9% ($20.0M/$292.1M)

921946406

VYM|921946406

Shares:135.6K

Value:$17.7M

% of Portfolio:6.1% ($17.7M/$292.1M)

92204A702

VGT|92204A702

Shares:27.6K

Value:$15.0M

% of Portfolio:5.1% ($15.0M/$292.1M)

Apple Inc.

AAPL|037833100

Shares:63.7K

Value:$14.2M

% of Portfolio:4.8% ($14.2M/$292.1M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:137.2K

Value:$13.8M

% of Portfolio:4.7% ($13.8M/$292.1M)

MICROSOFT CORP

MSFT|594918104

Shares:33.1K

Value:$12.4M

% of Portfolio:4.3% ($12.4M/$292.1M)

464287309

IVW|464287309

Shares:92.7K

Value:$8.6M

% of Portfolio:2.9% ($8.6M/$292.1M)

46429B663

Shares:70.7K

Value:$8.6M

% of Portfolio:2.9% ($8.6M/$292.1M)

921946810

VIGI|921946810

Shares:102.9K

Value:$8.5M

% of Portfolio:2.9% ($8.5M/$292.1M)

921908844

VIG|921908844

Shares:43.0K

Value:$8.3M

% of Portfolio:2.9% ($8.3M/$292.1M)

921946794

VYMI|921946794

Shares:108.4K

Value:$8.0M

% of Portfolio:2.7% ($8.0M/$292.1M)

316092303

Shares:114.4K

Value:$5.9M

% of Portfolio:2.0% ($5.9M/$292.1M)

Broadcom Inc.

AVGO|11135F101

Shares:32.7K

Value:$5.5M

% of Portfolio:1.9% ($5.5M/$292.1M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:31.7K

Value:$5.3M

% of Portfolio:1.8% ($5.3M/$292.1M)

NVIDIA CORP

NVDA|67066G104

Shares:46.0K

Value:$5.0M

% of Portfolio:1.7% ($5.0M/$292.1M)

316092808

Shares:28.1K

Value:$4.5M

% of Portfolio:1.6% ($4.5M/$292.1M)

Alphabet Inc.

GOOG|02079K107

Shares:27.5K

Value:$4.3M

% of Portfolio:1.5% ($4.3M/$292.1M)

AMAZON COM INC

AMZN|023135106

Shares:20.8K

Value:$4.0M

% of Portfolio:1.4% ($4.0M/$292.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:6.9K

Value:$3.9M

% of Portfolio:1.3% ($3.9M/$292.1M)

464287200

IVV|464287200

Shares:6.6K

Value:$3.8M

% of Portfolio:1.3% ($3.8M/$292.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Medtronic plc(MDTcusipG5960L103)	223.0K	QoQ -1.81% (-4.1K) YoY -5.28% (-12.4K)	All Managers (Combined)	$20.0M	6.9% ($20.0M/$292.1M)	QoQ +10.45% (-$1.9M) YoY -2.34% (-$480.5K)
(VYMcusip921946406)	135.6K	QoQ -0.21% (-293) YoY +1.41% (+1.9K)	All Managers (Combined)	$17.7M	6.1% ($17.7M/$292.1M)	QoQ +1.97% (-$343.3K) YoY +9.30% (+$1.5M)
(VGTcusip92204A702)	27.6K	QoQ +4.11% (-1.1K) YoY +12.64% (+3.1K)	All Managers (Combined)	$15.0M	5.1% ($15.0M/$292.1M)	QoQ -9.02% (-$1.5M) YoY +16.73% (+$2.2M)
Apple Inc.(AAPLcusip037833100)	63.7K	QoQ -1.44% (-936) YoY -0.80% (-516)	All Managers (Combined)	$14.2M	4.8% ($14.2M/$292.1M)	QoQ -12.55% (-$2.0M) YoY +28.52% (-$3.1M)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	137.2K	QoQ -5.33% (-7.7K) YoY -6.11% (-8.9K)	All Managers (Combined)	$13.8M	4.7% ($13.8M/$292.1M)	QoQ +6.91% (-$895.7K) YoY +38.28% (-$3.8M)
MICROSOFT CORP(MSFTcusip594918104)	33.1K	QoQ -1.27% (-427) YoY +0.29% (-96)	All Managers (Combined)	$12.4M	4.3% ($12.4M/$292.1M)	QoQ -12.05% (-$1.7M) YoY -10.49% (-$1.5M)
(IVWcusip464287309)	92.7K	QoQ -0.85% (-795) YoY -1.47% (-1.4K)	All Managers (Combined)	$8.6M	2.9% ($8.6M/$292.1M)	QoQ -9.34% (-$886.8K) YoY +8.31% (-$660.3K)
(cusip46429B663)✕	70.7K	QoQ +0.69% (+489) YoY +3.20% (+2.2K)	All Managers (Combined)	$8.6M	2.9% ($8.6M/$292.1M)	QoQ +8.64% (+$681.0K) YoY +13.42% (+$1.0M)
(VIGIcusip921946810)	102.9K	QoQ +4.03% (+4.0K) YoY +6.54% (+6.3K)	All Managers (Combined)	$8.5M	2.9% ($8.5M/$292.1M)	QoQ +7.87% (+$623.1K) YoY +8.38% (+$660.6K)
(VIGcusip921908844)	43.0K	QoQ -2.07% (-910) YoY -2.12% (-932)	All Managers (Combined)	$8.3M	2.9% ($8.3M/$292.1M)	QoQ -2.99% (-$257.4K) YoY +3.98% (-$319.5K)
(VYMIcusip921946794)	108.4K	QoQ +7.89% (+7.9K) YoY +11.05% (+10.8K)	All Managers (Combined)	$8.0M	2.7% ($8.0M/$292.1M)	QoQ +17.13% (+$1.2M) YoY +18.95% (+$1.3M)
(cusip316092303)✕	114.4K	QoQ +3.19% (+3.5K) YoY +9.96% (+10.4K)	All Managers (Combined)	$5.9M	2.0% ($5.9M/$292.1M)	QoQ +7.47% (+$409.6K) YoY +18.97% (+$939.5K)
Broadcom Inc.(AVGOcusip11135F101)	32.7K	QoQ +0.01% (-6) YoY +700.17% (+28.6K)	All Managers (Combined)	$5.5M	1.9% ($5.5M/$292.1M)	QoQ -27.77% (-$2.1M) YoY +1.08% (+$58.8K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	31.7K	QoQ +1.27% (-399) YoY +1.05% (+331)	All Managers (Combined)	$5.3M	1.8% ($5.3M/$292.1M)	QoQ -14.87% (-$920.1K) YoY +23.29% (+$995.0K)
NVIDIA CORP(NVDAcusip67066G104)	46.0K	QoQ +2.83% (-1.3K) YoY +1024.21% (+41.9K)	All Managers (Combined)	$5.0M	1.7% ($5.0M/$292.1M)	QoQ -17.00% (-$1.0M) YoY +34.85% (+$1.3M)
(cusip316092808)✕	28.1K	QoQ +1.41% (-393) YoY +0.98% (+274)	All Managers (Combined)	$4.5M	1.6% ($4.5M/$292.1M)	QoQ -11.53% (-$591.9K) YoY +4.50% (+$195.5K)
Alphabet Inc.(GOOGcusip02079K107)	27.5K	QoQ -0.22% (-61) YoY +0.62% (+172)	All Managers (Combined)	$4.3M	1.5% ($4.3M/$292.1M)	QoQ -17.78% (-$934.5K) YoY +3.70% (+$154.3K)
AMAZON COM INC(AMZNcusip023135106)	20.8K	QoQ -0.28% (-60) YoY +2.47% (+502)	All Managers (Combined)	$4.0M	1.4% ($4.0M/$292.1M)	QoQ -13.27% (-$607.2K) YoY +8.39% (+$307.3K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	6.9K	QoQ +7.69% (+494) YoY +11.28% (+701)	All Managers (Combined)	$3.9M	1.3% ($3.9M/$292.1M)	QoQ +2.79% (+$105.1K) YoY +19.00% (+$617.5K)
(IVVcusip464287200)	6.6K	QoQ +0.99% (-65) YoY +9.48% (+572)	All Managers (Combined)	$3.8M	1.3% ($3.8M/$292.1M)	QoQ -1.31% (-$50.5K) YoY +19.80% (+$627.5K)