Financial Perspectives, Inc Top Holdings and 13F Report (2025) About Financial Perspectives, IncInvestment ActivityFinancial Perspectives, Inc has $292.10 million in total holdings as of March 31, 2025.Financial Perspectives, Inc owns shares of 724 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 1.99% of the portfolio was purchased this quarter.About ∞ of the portfolio was sold this quarter.This quarter, Financial Perspectives, Inc has purchased 726 new stocks and bought additional shares in 143 stocks.Financial Perspectives, Inc sold shares of 94 stocks and completely divested from 11 stocks this quarter.Largest Holdings Medtronic $20,036,906Vanguard High Dividend Yield ETF $17,686,124Vanguard Information Technology ETF $15,000,777Apple $14,154,854Boston Scientific $13,839,913 Largest New Holdings this Quarter 14021D107 - CAPITAL GROUP CORE BALANCED $55,330 Holding88636R743 - TIDAL TR II $48,206 Holding14020Y201 - Capital Group Municipal Income ETF $33,445 Holding14021M107 - CAPITAL GROUP INTERNATIONAL $32,721 Holding443201108 - Howmet Aerospace $21,535 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 12,156 shares (about $615.46K)Vanguard Information Technology ETF 1,090 shares (about $592.27K)Vanguard International High Dividend Yield ETF 7,933 shares (about $584.59K)Vanguard International Dividend Appreciation ETF 3,994 shares (about $331.26K)First Trust NASDAQ Technology Dividend Index Fund 3,924 shares (about $288.85K) Largest Sales this Quarter JFrog 24 shares (about $∞T)RingCentral 5 shares (about $∞T)Jumia Technologies 34 shares (about $∞T)Li Auto 2 shares (about $∞T)Chegg 70 shares (about $∞T) 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$20,036,906$369,954 ▼-1.8%222,9796.9%MedicalVYMVanguard High Dividend Yield ETF$17,686,124$38,206 ▼-0.2%135,6336.1%ETFVGTVanguard Information Technology ETF$15,000,777$592,272 ▲4.1%27,6075.1%ETFAAPLApple$14,154,854$207,967 ▼-1.4%63,7074.8%Computer and TechnologyBSXBoston Scientific$13,839,913$779,600 ▼-5.3%137,1924.7%MedicalMSFTMicrosoft$12,431,915$160,327 ▼-1.3%33,1104.3%Computer and TechnologyIVWiShares S&P 500 Growth ETF$8,601,267$73,800 ▼-0.9%92,6562.9%ETFHDViShares Core High Dividend ETF$8,559,733$59,227 ▲0.7%70,6722.9%ETFVIGIVanguard International Dividend Appreciation ETF$8,535,956$331,263 ▲4.0%102,9172.9%ETFVIGVanguard Dividend Appreciation ETF$8,344,715$176,532 ▼-2.1%43,0162.9%ETFVYMIVanguard International High Dividend Yield ETF$7,988,765$584,585 ▲7.9%108,4102.7%ETFFSTAFidelity MSCI Consumer Staples Index ETF$5,890,189$182,442 ▲3.2%114,4192.0%ETFAVGOBroadcom$5,476,734$1,005 ▲0.0%32,7111.9%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$5,265,301$66,233 ▲1.3%31,7191.8%Computer and TechnologyNVDANVIDIA$4,980,899$137,100 ▲2.8%45,9581.7%Computer and TechnologyFTECFidelity MSCI Information Technology Index ETF$4,538,409$63,378 ▲1.4%28,1421.6%ETFGOOGAlphabet$4,319,511$9,572 ▼-0.2%27,5281.5%Computer and TechnologyAMZNAmazon.com$3,965,970$11,449 ▼-0.3%20,7851.4%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$3,866,427$276,333 ▲7.7%6,9121.3%FinanceIVViShares Core S&P 500 ETF$3,796,654$37,391 ▲1.0%6,6001.3%ETFDGROiShares Core Dividend Growth ETF$3,452,675$262,378 ▲8.2%55,8871.2%ETFVOOVanguard S&P 500 ETF$3,076,241$41,626 ▼-1.3%5,9861.1%ETFMELIMercadoLibre$2,788,788$1,952 ▼-0.1%1,4291.0%Retail/WholesaleABBVAbbVie$2,752,016$629 ▲0.0%13,1350.9%MedicalJPSTJPMorgan Ultra-Short Income ETF$2,691,075$615,456 ▲29.7%53,1520.9%ETFVDCVanguard Consumer Staples ETF$2,545,286$228,664 ▲9.9%11,6320.9%ETFMETAMeta Platforms$2,427,715$70,318 ▲3.0%4,2120.8%Computer and TechnologyJPMJPMorgan Chase & Co.$2,382,987$981 ▲0.0%9,7150.8%FinanceUNHUnitedHealth Group$2,336,635$1,048 ▲0.0%4,4610.8%MedicalTSLATesla$2,243,516$211,731 ▲10.4%8,6570.8%Auto/Tires/TrucksMMM3M$2,059,516$27,168 ▲1.3%14,0240.7%Multi-Sector ConglomeratesIDViShares International Select Dividend ETF$1,821,771$9,647 ▼-0.5%58,7290.6%ETFSHOPShopify$1,739,8370.0%18,2220.6%Computer and TechnologySESEA$1,734,756$1,567 ▼-0.1%13,2820.6%Computer and TechnologyIYWiShares U.S. Technology ETF$1,694,672$8,848 ▲0.5%12,0670.6%ManufacturingCGGRCapital Group Growth ETF$1,654,561$13,906 ▲0.8%48,3080.6%ETFBRK.BBerkshire Hathaway$1,519,451$29,868 ▼-1.9%2,7980.5%FinanceCGGOCapital Group Global Growth Equity ETF$1,455,151$232,477 ▲19.0%51,3640.5%ETFFENYFidelity MSCI Energy Index ETF$1,400,299$613 ▲0.0%54,8060.5%ETFQQQInvesco QQQ$1,330,267$100,344 ▼-7.0%2,8370.5%FinanceJNJJohnson & Johnson$1,324,297$20,068 ▼-1.5%7,9850.5%MedicalIWFiShares Russell 1000 Growth ETF$1,177,477$5,777 ▲0.5%3,2610.4%ETFVTVVanguard Value ETF$1,151,692$2,937 ▲0.3%6,6670.4%ETFASMLASML$1,137,9190.0%1,7170.4%Computer and TechnologyABTAbbott Laboratories$1,123,2800.0%8,4680.4%MedicalAMGNAmgen$1,114,122$623 ▲0.1%3,5760.4%MedicalGISGeneral Mills$1,091,8850.0%18,2620.4%Consumer StaplesCOSTCostco Wholesale$1,058,910$288,364 ▲37.4%1,1200.4%Retail/WholesaleVDEVanguard Energy ETF$904,166$1,946 ▲0.2%6,9710.3%ETFGILDGilead Sciences$902,4770.0%8,0540.3%MedicalVHTVanguard Health Care ETF$876,628$15,356 ▲1.8%3,3110.3%ETFFNDFSchwab Fundamental International Large Company Index ETF$875,6720.0%24,2300.3%ETFVEAVanguard FTSE Developed Markets ETF$874,120$8,641 ▲1.0%17,1970.3%ETFVNQVanguard Real Estate ETF$860,569$362 ▲0.0%9,5050.3%ETFUSBU.S. Bancorp$850,170$4,391 ▼-0.5%20,1370.3%FinanceIETCiShares U.S. Tech Independence Focused ETF$815,475$42,027 ▼-4.9%10,2450.3%ETFSCHDSchwab US Dividend Equity ETF$788,065$54,131 ▲7.4%28,1850.3%ETFNVONovo Nordisk A/S$781,5820.0%11,2560.3%MedicalTDIVFirst Trust NASDAQ Technology Dividend Index Fund$712,927$288,851 ▲68.1%9,6850.2%ManufacturingHDBHDFC Bank$706,4570.0%10,6330.2%FinanceRUBRIK INC.$683,2810.0%11,2050.2%CL AHDHome Depot$650,273$19,061 ▼-2.8%1,7740.2%Retail/WholesaleVTIVanguard Total Stock Market ETF$641,908$2,198 ▲0.3%2,3360.2%ETFIWMiShares Russell 2000 ETF$634,617$67,432 ▲11.9%3,1810.2%FinanceORCLOracle$633,9550.0%4,5340.2%Computer and TechnologyGOOGLAlphabet$633,336$21,956 ▲3.6%4,0960.2%Computer and TechnologyVCRVanguard Consumer Discretionary ETF$629,963$34,184 ▲5.7%1,9350.2%ETFHONHoneywell International$629,7710.0%2,9740.2%Multi-Sector ConglomeratesMAMastercard$629,487$17,163 ▼-2.7%1,1370.2%Business ServicesIFRAiShares U.S. Infrastructure ETF$614,5510.0%13,6350.2%ETFTAT&T$570,494$1,471 ▲0.3%20,1730.2%Computer and TechnologySMHVanEck Semiconductor ETF$569,4890.0%2,6930.2%ManufacturingCMCSAComcast$565,732$332 ▲0.1%15,3310.2%Consumer DiscretionaryDISWalt Disney$551,065$31,881 ▼-5.5%5,5830.2%Consumer DiscretionaryXOMExxon Mobil$547,726$130,955 ▼-19.3%4,6050.2%EnergyISRGIntuitive Surgical$540,3400.0%1,0910.2%MedicalEFViShares MSCI EAFE Value ETF$509,412$20,923 ▲4.3%8,6430.2%ETFIJRiShares Core S&P Small-Cap ETF$502,815$21,543 ▲4.5%4,8080.2%ETFCNQCanadian Natural Resources$500,302$955 ▲0.2%16,2440.2%EnergyBNBrookfield$497,5700.0%9,4940.2%FinanceMOAltria Group$484,307$9,843 ▼-2.0%8,0690.2%Consumer StaplesIEMGiShares Core MSCI Emerging Markets ETF$478,253$2,645 ▲0.6%8,8610.2%ETFVVisa$474,2780.0%1,3530.2%Business ServicesIEFAiShares Core MSCI EAFE ETF$471,320$7,111 ▲1.5%6,2300.2%ETFBROOKFIELD INFRASTRUCTURE CO$465,129$217 ▲0.0%12,8520.2%COM SUB VTG APFEPfizer$463,408$4,612 ▼-1.0%18,2880.2%MedicalIMCBiShares Morningstar Mid-Cap ETF$436,705$68,673 ▲18.7%5,8950.1%ETFNOWServiceNow$433,8960.0%5450.1%Computer and TechnologySRESempra$432,218$7,207 ▼-1.6%6,0570.1%UtilitiesCGWInvesco S&P Global Water Index ETF$404,1650.0%7,2570.1%ETFCARRCarrier Global$396,992$63 ▲0.0%6,2620.1%Computer and TechnologyFIDELITY COVINGTON TRUST$392,533$43,071 ▲12.3%13,3150.1%ENHANCED SMALLEFAViShares MSCI EAFE Min Vol Factor ETF$377,9750.0%4,8510.1%ETFIGROiShares International Dividend Growth ETF$376,869$1,304 ▲0.3%5,2030.1%ETFVUGVanguard Growth ETF$371,488$137,176 ▼-27.0%1,0020.1%ETFTGTTarget$368,6560.0%3,5330.1%Retail/WholesaleWMTWalmart$365,855$32,134 ▼-8.1%4,1670.1%Retail/WholesaleVTVanguard Total World Stock ETF$357,866$24,121 ▲7.2%3,0860.1%ETFEFGiShares MSCI EAFE Growth ETF$356,974$17,899 ▲5.3%3,5700.1%ETFDFEWisdomTree Europe SmallCap Dividend Fund$356,814$1,646 ▲0.5%5,8530.1%FinanceShowing 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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