Financial Perspectives, Inc Top Holdings and 13F Report (2025) About Financial Perspectives, IncInvestment ActivityFinancial Perspectives, Inc has $297.74 million in total holdings as of December 31, 2024.Financial Perspectives, Inc owns shares of 726 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 6.87% of the portfolio was purchased this quarter.About 1.59% of the portfolio was sold this quarter.This quarter, Financial Perspectives, Inc has purchased 681 new stocks and bought additional shares in 225 stocks.Financial Perspectives, Inc sold shares of 58 stocks and completely divested from 29 stocks this quarter.Largest Holdings Medtronic $18,140,429Vanguard High Dividend Yield ETF $17,342,855Vanguard Information Technology ETF $16,488,152Apple $16,187,900Microsoft $14,135,825 Largest New Holdings this Quarter RUBRIK INC. $732,359 HoldingBROOKFIELD INFRASTRUCTURE CO $513,962 HoldingBLACKROCK INC $307,164 HoldingFidelity High Dividend ETF $167,948 HoldingKKR & Co. Inc. $165,659 Holding Largest Purchases this Quarter Broadcom 28,634 shares (about $6.64M)Vanguard Information Technology ETF 2,760 shares (about $1.72M)RUBRIK INC. 11,205 shares (about $732.36K)Schwab US Dividend Equity ETF 21,248 shares (about $580.51K)BROOKFIELD INFRASTRUCTURE CO 12,846 shares (about $513.96K) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 8,379 shares (about $422.05K)Medtronic 4,586 shares (about $366.33K)Boston Scientific 3,413 shares (about $304.85K)3M 1,496 shares (about $193.11K)ARK Next Generation Internet ETF 1,717 shares (about $185.44K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Perspectives, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMDTMedtronic$18,140,429$366,330 ▼-2.0%227,0966.1%MedicalVYMVanguard High Dividend Yield ETF$17,342,855$189,599 ▲1.1%135,9265.8%ETFVGTVanguard Information Technology ETF$16,488,152$1,716,156 ▲11.6%26,5175.5%ETFAAPLApple$16,187,900$216,613 ▲1.4%64,6435.4%Computer and TechnologyMSFTMicrosoft$14,135,825$218,758 ▲1.6%33,5374.7%Computer and TechnologyBSXBoston Scientific$12,944,240$304,849 ▼-2.3%144,9204.3%MedicalIVWiShares S&P 500 Growth ETF$9,488,065$160,620 ▼-1.7%93,4513.2%ETFVIGVanguard Dividend Appreciation ETF$8,602,094$21,150 ▲0.2%43,9262.9%ETFVIGIVanguard International Dividend Appreciation ETF$7,912,869$57,833 ▲0.7%98,9232.7%ETFHDViShares Core High Dividend ETF$7,878,732$194,883 ▲2.5%70,1832.6%ETFAVGOBroadcom$7,582,357$6,638,533 ▲703.4%32,7052.5%Computer and TechnologyVYMIVanguard International High Dividend Yield ETF$6,820,397$156,396 ▲2.3%100,4772.3%ETFTSMTaiwan Semiconductor Manufacturing$6,185,352$14,219 ▼-0.2%31,3202.1%Computer and TechnologyNVDANVIDIA$6,001,787$500,362 ▲9.1%44,6932.0%Computer and TechnologyFSTAFidelity MSCI Consumer Staples Index ETF$5,480,572$205,630 ▲3.9%110,8751.8%ETFGOOGAlphabet$5,254,010$43,039 ▲0.8%27,5891.8%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$5,130,314$47,885 ▲0.9%27,7491.7%ETFAMZNAmazon.com$4,573,185$123,297 ▲2.8%20,8451.5%Retail/WholesaleIVViShares Core S&P 500 ETF$3,847,109$276,686 ▲7.7%6,5351.3%ETFSPYSPDR S&P 500 ETF Trust$3,761,318$62,122 ▲1.7%6,4181.3%FinanceVOOVanguard S&P 500 ETF$3,268,778$167,022 ▲5.4%6,0671.1%ETFDGROiShares Core Dividend Growth ETF$3,167,607$257,322 ▲8.8%51,6401.1%ETFTSLATesla$3,166,055$41,595 ▲1.3%7,8401.1%Auto/Tires/TrucksMELIMercadoLibre$2,430,796$5,100 ▲0.2%1,4300.8%Retail/WholesaleMETAMeta Platforms$2,394,609$88,993 ▲3.9%4,0900.8%Computer and TechnologyABBVAbbVie$2,333,539$164,904 ▲7.6%13,1320.8%MedicalJPMJPMorgan Chase & Co.$2,327,862$140,233 ▲6.4%9,7110.8%FinanceUNHUnitedHealth Group$2,255,840$80,945 ▲3.7%4,4590.8%MedicalVDCVanguard Consumer Staples ETF$2,237,859$135,282 ▲6.4%10,5870.8%ETFJPSTJPMorgan Ultra-Short Income ETF$2,064,984$422,053 ▼-17.0%40,9960.7%ETFSHOPShopify$1,937,5450.0%18,2220.7%Computer and TechnologyIYWiShares U.S. Technology ETF$1,914,925$23,610 ▲1.2%12,0040.6%ManufacturingMMM3M$1,786,441$193,115 ▼-9.8%13,8390.6%Multi-Sector ConglomeratesCGGRCapital Group Growth ETF$1,780,530$19,812 ▲1.1%47,9020.6%ETFIDViShares International Select Dividend ETF$1,616,519$68,313 ▼-4.1%59,0400.5%ETFQQQInvesco QQQ$1,559,891$14,316 ▲0.9%3,0510.5%FinanceSESEA$1,410,512$3,714 ▼-0.3%13,2940.5%Computer and TechnologyFENYFidelity MSCI Energy Index ETF$1,306,002$1,192 ▲0.1%54,7820.4%ETFIWFiShares Russell 1000 Growth ETF$1,303,017$51,799 ▲4.1%3,2450.4%ETFBRK.BBerkshire Hathaway$1,293,208$140,517 ▲12.2%2,8530.4%FinanceCGGOCapital Group Global Growth Equity ETF$1,261,085$140,374 ▲12.5%43,1580.4%ETFASMLASML$1,190,110$39,509 ▲3.4%1,7170.4%Computer and TechnologyJNJJohnson & Johnson$1,172,292$44,254 ▲3.9%8,1060.4%MedicalGISGeneral Mills$1,164,568$33,097 ▲2.9%18,2620.4%Consumer StaplesVTVVanguard Value ETF$1,125,844$12,190 ▲1.1%6,6500.4%ETFNVONovo Nordisk A/S$968,198$8,946 ▼-0.9%11,2560.3%MedicalUSBU.S. Bancorp$968,135$22,432 ▲2.4%20,2410.3%FinanceABTAbbott Laboratories$957,8150.0%8,4680.3%MedicalAMGNAmgen$931,653$25,025 ▲2.8%3,5740.3%MedicalIETCiShares U.S. Tech Independence Focused ETF$919,179$33,020 ▲3.7%10,7730.3%ETFVNQVanguard Real Estate ETF$846,365$26,190 ▲3.2%9,5010.3%ETFVDEVanguard Energy ETF$843,885$5,581 ▲0.7%6,9560.3%ETFVHTVanguard Health Care ETF$825,152$83,961 ▲11.3%3,2530.3%ETFVEAVanguard FTSE Developed Markets ETF$814,246$70,440 ▲9.5%17,0270.3%ETFFNDFSchwab Fundamental International Large Company Index ETF$804,6780.0%24,2300.3%ETFORCLOracle$755,613$102,493 ▲15.7%4,5340.3%Computer and TechnologyGOOGLAlphabet$748,571$187,048 ▲33.3%3,9540.3%Computer and TechnologyCOSTCostco Wholesale$747,213$36,673 ▲5.2%8150.3%Retail/WholesaleGILDGilead Sciences$743,9540.0%8,0540.2%MedicalRUBRIK INC.$732,359$732,359 ▲New Holding11,2050.2%CL ASCHDSchwab US Dividend Equity ETF$717,135$580,505 ▲424.9%26,2490.2%ETFHDHome Depot$710,426$29,958 ▲4.4%1,8260.2%Retail/WholesaleVCRVanguard Consumer Discretionary ETF$686,911$133,253 ▲24.1%1,8300.2%ETFHDBHDFC Bank$679,023$195,731 ▲40.5%10,6330.2%FinanceVTIVanguard Total Stock Market ETF$674,787$15,073 ▼-2.2%2,3280.2%ETFHONHoneywell International$671,779$8,358 ▲1.3%2,9740.2%Multi-Sector ConglomeratesDISWalt Disney$657,683$72,049 ▲12.3%5,9060.2%Consumer DiscretionarySMHVanEck Semiconductor ETF$652,1640.0%2,6930.2%ManufacturingIFRAiShares U.S. Infrastructure ETF$631,187$46 ▲0.0%13,6350.2%ETFIWMiShares Russell 2000 ETF$628,172$104,069 ▲19.9%2,8430.2%FinanceMAMastercard$615,244$7,901 ▼-1.3%1,1680.2%Business ServicesXOMExxon Mobil$613,826$48,194 ▲8.5%5,7060.2%Oils/EnergyNOWServiceNow$577,765$71,028 ▲14.0%5450.2%Computer and TechnologyCMCSAComcast$575,047$27,060 ▲4.9%15,3220.2%Consumer DiscretionaryISRGIntuitive Surgical$569,4580.0%1,0910.2%MedicalVUGVanguard Growth ETF$563,151$24,628 ▲4.6%1,3720.2%ETFBNBrookfield$545,4090.0%9,4940.2%FinanceSRESempra$540,146$6,228 ▲1.2%6,1580.2%UtilitiesIJRiShares Core S&P Small-Cap ETF$530,271$39,523 ▲8.1%4,6020.2%ETFBROOKFIELD INFRASTRUCTURE CO$513,962$513,962 ▲New Holding12,8460.2%COM SUB VTG ACNQCanadian Natural Resources$500,482$105,357 ▲26.7%16,2130.2%Oils/EnergyPFEPfizer$490,002$21,516 ▼-4.2%18,4700.2%MedicalTGTTarget$477,526$95,559 ▲25.0%3,5330.2%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$460,187$16,816 ▲3.8%8,8120.2%ETFTAT&T$458,159$29,465 ▲6.9%20,1210.2%Computer and TechnologyTDIVFirst Trust NASDAQ Technology Dividend Index Fund$452,018$22,519 ▲5.2%5,7610.2%ManufacturingEFViShares MSCI EAFE Value ETF$434,866$14,167 ▲3.4%8,2880.1%ETFIEFAiShares Core MSCI EAFE ETF$431,257$75,554 ▲21.2%6,1360.1%ETFMOAltria Group$430,505$209 ▲0.0%8,2330.1%Consumer StaplesVVisa$427,675$43,621 ▲11.4%1,3530.1%Business ServicesCARRCarrier Global$427,410$86,014 ▲25.2%6,2610.1%Computer and TechnologyWMTWalmart$409,577$5,692 ▲1.4%4,5330.1%Retail/WholesaleCGWInvesco S&P Global Water Index ETF$393,351$5,746 ▲1.5%7,2570.1%ETFFIDELITY COVINGTON TRUST$383,474$27,530 ▲7.7%11,8540.1%ENHANCED SMALLCATCaterpillar$380,1720.0%1,0480.1%Industrial ProductsIMCBiShares Morningstar Mid-Cap ETF$378,349$37,165 ▲10.9%4,9680.1%ETFBACBank of America$378,173$15,250 ▲4.2%8,6050.1%FinanceIGROiShares International Dividend Growth ETF$352,380$11,961 ▲3.5%5,1850.1%ETFCSCOCisco Systems$351,901$21,609 ▼-5.8%5,9440.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$344,473$13,335 ▲4.0%5,5280.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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