Financial Perspectives, Inc Top Holdings and 13F Report (2024) About Financial Perspectives, IncInvestment ActivityFinancial Perspectives, Inc has $270.79 million in total holdings as of June 30, 2024.Financial Perspectives, Inc owns shares of 681 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 2.92% of the portfolio was purchased this quarter.About 2.14% of the portfolio was sold this quarter.This quarter, Financial Perspectives, Inc has purchased 669 new stocks and bought additional shares in 145 stocks.Financial Perspectives, Inc sold shares of 35 stocks and completely divested from 9 stocks this quarter.Largest Holdings Medtronic $18,235,672Vanguard High Dividend Yield ETF $15,944,607Microsoft $14,757,397Vanguard Information Technology ETF $13,697,953Apple $13,432,968 Largest New Holdings this Quarter SOLVENTUM CORP $188,094 HoldingFIDELITY WISE ORIGIN BITCOIN $130,468 HoldingGE VERNOVA INC $55,226 HoldingJPMorgan Ultra-Short Municipal ETF $40,152 HoldingFirst Trust S&P REIT Index Fund $36,215 Holding Largest Purchases this Quarter NVIDIA 36,879 shares (about $4.56M)HDFC Bank 4,646 shares (about $298.88K)Canadian Natural Resources 6,412 shares (about $228.27K)Shopify 3,041 shares (about $200.86K)SOLVENTUM CORP 3,557 shares (about $188.09K) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 49,755 shares (about $2.51M)Invesco QQQ 1,909 shares (about $914.50K)Vanguard Ultra-Short Bond ETF 10,000 shares (about $495.20K)Vanguard Information Technology ETF 751 shares (about $433.02K)Medtronic 3,744 shares (about $294.69K) 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$18,235,672$294,690 ▼-1.6%231,6826.7%MedicalVYMVanguard High Dividend Yield ETF$15,944,607$83,613 ▲0.5%134,4405.9%ETFMSFTMicrosoft$14,757,397$1,788 ▲0.0%33,0185.4%Computer and TechnologyVGTVanguard Information Technology ETF$13,697,953$433,016 ▼-3.1%23,7575.1%ETFAAPLApple$13,432,968$93,726 ▼-0.7%63,7785.0%Computer and TechnologyBSXBoston Scientific$11,423,112$169,653 ▲1.5%148,3334.2%MedicalIVWiShares S&P 500 Growth ETF$8,794,398$91,615 ▲1.1%95,0333.2%ETFVIGVanguard Dividend Appreciation ETF$7,998,886$23,731 ▼-0.3%43,8183.0%ETFVIGIVanguard International Dividend Appreciation ETF$7,981,684$130,535 ▲1.7%98,2002.9%ETFHDViShares Core High Dividend ETF$7,440,205$3,044 ▼0.0%68,4472.7%ETFVYMIVanguard International High Dividend Yield ETF$6,727,792$38,103 ▲0.6%98,1732.5%ETFAVGOBroadcom$6,536,667$27,296 ▼-0.4%4,0712.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$5,456,205$695 ▲0.0%31,3922.0%Computer and TechnologyNVDANVIDIA$5,061,041$4,556,012 ▲902.1%40,9671.9%Computer and TechnologyFSTAFidelity MSCI Consumer Staples Index ETF$5,058,560$126,328 ▲2.6%106,7151.9%ETFGOOGAlphabet$5,018,831$1,284 ▲0.0%27,3631.9%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$4,715,011$64,834 ▼-1.4%27,4901.7%ETFAMZNAmazon.com$3,919,6900.0%20,2831.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$3,435,024$54,965 ▲1.6%6,3121.3%FinanceIVViShares Core S&P 500 ETF$3,318,694$20,246 ▲0.6%6,0651.2%ETFVOOVanguard S&P 500 ETF$2,879,4670.0%5,7571.1%ETFDGROiShares Core Dividend Growth ETF$2,733,292$65,790 ▲2.5%47,4451.0%ETFJPSTJPMorgan Ultra-Short Income ETF$2,491,932$2,511,110 ▼-50.2%49,3750.9%ETFMELIMercadoLibre$2,344,3270.0%1,4270.9%Retail/WholesaleUNHUnitedHealth Group$2,189,410$1,019 ▲0.0%4,2990.8%MedicalABBVAbbVie$2,093,310$515 ▲0.0%12,2040.8%MedicalVDCVanguard Consumer Staples ETF$2,019,546$66,594 ▲3.4%9,9470.7%ETFMETAMeta Platforms$1,985,606$12,101 ▼-0.6%3,9380.7%Computer and TechnologyJPMJPMorgan Chase & Co.$1,845,732$1,011 ▲0.1%9,1260.7%FinanceIYWiShares U.S. Technology ETF$1,784,345$3,010 ▲0.2%11,8560.7%ManufacturingIDViShares International Select Dividend ETF$1,702,681$55,672 ▲3.4%61,5350.6%ETFASMLASML$1,697,5020.0%1,6600.6%Computer and TechnologyNVONovo Nordisk A/S$1,621,4550.0%11,3600.6%MedicalMMM3M$1,567,093$17,781 ▲1.1%15,3350.6%Multi-Sector ConglomeratesCGGRCapital Group Growth ETF$1,557,9790.0%47,3690.6%ETFTSLATesla$1,530,973$23,152 ▲1.5%7,7370.6%Auto/Tires/TrucksQQQInvesco QQQ$1,448,154$914,498 ▼-38.7%3,0230.5%FinanceFENYFidelity MSCI Energy Index ETF$1,373,225$853 ▲0.1%54,7320.5%ETFSHOPShopify$1,203,563$200,858 ▲20.0%18,2220.4%Computer and TechnologyJNJJohnson & Johnson$1,140,0630.0%7,8000.4%MedicalIWFiShares Russell 1000 Growth ETF$1,135,745$32,439 ▲2.9%3,1160.4%ETFCGGOCapital Group Global Growth Equity ETF$1,129,138$112,313 ▲11.0%38,3540.4%ETFGISGeneral Mills$1,122,4220.0%17,7430.4%Consumer StaplesAMGNAmgen$1,086,549$625 ▲0.1%3,4780.4%MedicalVTVVanguard Value ETF$1,055,193$15,560 ▲1.5%6,5780.4%ETFBRK.BBerkshire Hathaway$1,034,4920.0%2,5430.4%FinanceBIPCBrookfield Infrastructure$988,276$303 ▲0.0%29,3610.4%UtilitiesSESEA$951,9690.0%13,3290.4%Computer and TechnologyVDEVanguard Energy ETF$881,4490.0%6,9100.3%ETFABTAbbott Laboratories$879,9100.0%8,4680.3%MedicalFNDFSchwab Fundamental International Large Company Index ETF$848,7770.0%24,2300.3%ETFUSBU.S. Bancorp$784,958$834 ▲0.1%19,7720.3%FinanceIETCiShares U.S. Tech Independence Focused ETF$780,802$19,546 ▲2.6%10,3860.3%ETFVHTVanguard Health Care ETF$777,230$90,969 ▲13.3%2,9220.3%ETFVNQVanguard Real Estate ETF$771,1870.0%9,2070.3%ETFVEAVanguard FTSE Developed Markets ETF$768,6790.0%15,5540.3%ETFSMHVanEck Semiconductor ETF$702,065$100,109 ▼-12.5%2,6930.3%ManufacturingCOSTCostco Wholesale$658,9160.0%7750.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$636,8010.0%2,3800.2%ETFHONHoneywell International$627,1100.0%2,9370.2%Multi-Sector ConglomeratesXOMExxon Mobil$605,266$115 ▲0.0%5,2580.2%Oils/EnergyHDHome Depot$601,985$344 ▲0.1%1,7490.2%Retail/WholesaleIFRAiShares U.S. Infrastructure ETF$574,260$42 ▲0.0%13,6340.2%ETFCMCSAComcast$571,784$41,667 ▲7.9%14,6010.2%Consumer DiscretionaryORCLOracle$553,3960.0%3,9190.2%Computer and TechnologyGILDGilead Sciences$552,562$69 ▲0.0%8,0540.2%MedicalGOOGLAlphabet$540,199$182 ▲0.0%2,9660.2%Computer and TechnologyPFEPfizer$539,473$672 ▲0.1%19,2810.2%MedicalDISWalt Disney$522,189$4,468 ▼-0.8%5,2590.2%Consumer DiscretionaryMAMastercard$522,0560.0%1,1830.2%Business ServicesVUGVanguard Growth ETF$490,865$3,367 ▲0.7%1,3120.2%ETFHDBHDFC Bank$486,849$298,877 ▲159.0%7,5680.2%FinanceISRGIntuitive Surgical$485,3310.0%1,0910.2%MedicalIWMiShares Russell 2000 ETF$481,340$45,050 ▲10.3%2,3720.2%FinanceSRESempra$463,007$3,043 ▲0.7%6,0870.2%UtilitiesVCRVanguard Consumer Discretionary ETF$460,814$27,493 ▲6.3%1,4750.2%ETFCNQCanadian Natural Resources$455,690$228,272 ▲100.4%12,8000.2%Oils/EnergyIEMGiShares Core MSCI Emerging Markets ETF$454,474$222,633 ▼-32.9%8,4900.2%ETFIJRiShares Core S&P Small-Cap ETF$454,288$23,146 ▲5.4%4,2590.2%ETFEFViShares MSCI EAFE Value ETF$425,278$3,182 ▲0.8%8,0180.2%ETFTGTTarget$418,4330.0%2,8260.2%Retail/WholesaleTDIVFirst Trust NASDAQ Technology Dividend Index Fund$414,180$454 ▲0.1%5,4740.2%ManufacturingMUMicron Technology$396,049$132 ▲0.0%3,0110.1%Computer and TechnologyCGWInvesco S&P Global Water Index ETF$395,3730.0%7,1510.1%ETFBNBrookfield$394,3600.0%9,4940.1%FinanceQCOMQUALCOMM$393,8090.0%1,9770.1%Computer and TechnologyEFGiShares MSCI EAFE Growth ETF$393,532$511 ▼-0.1%3,8470.1%ETFSCHDSchwab US Dividend Equity ETF$388,867$2,333 ▲0.6%5,0010.1%ETFNOWServiceNow$376,0280.0%4780.1%Computer and TechnologyMOAltria Group$374,824$3,553 ▲1.0%8,2290.1%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$367,665$60,079 ▲19.5%5,0610.1%ETFTAT&T$359,780$20,199 ▲5.9%18,8270.1%Computer and TechnologyEFAViShares MSCI EAFE Min Vol Factor ETF$359,623$1,387 ▲0.4%5,1850.1%ETFNUNU$356,589$26,811 ▲8.1%27,6640.1%FinanceCATCaterpillar$349,0890.0%1,0480.1%Industrial ProductsVWOVanguard FTSE Emerging Markets ETF$348,416$23,105 ▼-6.2%7,9620.1%ETFDFEWisdomTree Europe SmallCap Dividend Fund$342,391$5,422 ▲1.6%5,7470.1%FinanceAMDAdvanced Micro Devices$340,154$2,595 ▼-0.8%2,0970.1%Computer and TechnologyIGROiShares International Dividend Growth ETF$337,619$2,831 ▲0.8%5,0090.1%ETFVALEVale$335,9310.0%30,0740.1%Basic MaterialsShowing 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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