Financial Perspectives, Inc Top Holdings and 13F Report (2025) About Financial Perspectives, IncInvestment ActivityFinancial Perspectives, Inc has $330.79 million in total holdings as of June 30, 2025.Financial Perspectives, Inc owns shares of 724 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Approximately 3.70% of the portfolio was purchased this quarter.About 1.13% of the portfolio was sold this quarter.This quarter, Financial Perspectives, Inc has purchased 719 new stocks and bought additional shares in 183 stocks.Financial Perspectives, Inc sold shares of 50 stocks and completely divested from 13 stocks this quarter.Largest Holdings Medtronic $19,083,124Vanguard Information Technology ETF $18,971,007Vanguard High Dividend Yield ETF $18,687,104Microsoft $16,742,111Boston Scientific $14,409,035 Largest New Holdings this Quarter 884903808 - Thomson Reuters $80,452 Holding78464A763 - SPDR S&P Dividend ETF $53,982 Holding75734B100 - REDDIT INC $33,728 Holding808524805 - Schwab International Equity ETF $31,542 Holding464287762 - iShares U.S. Healthcare ETF $29,515 Holding Largest Purchases this Quarter Vanguard International High Dividend Yield ETF 11,710 shares (about $938.09K)Taiwan Semiconductor Manufacturing 3,793 shares (about $859.08K)Schwab US Dividend Equity ETF 26,072 shares (about $690.91K)Vanguard Information Technology ETF 995 shares (about $659.96K)Vanguard Dividend Appreciation ETF 3,105 shares (about $635.50K) Largest Sales this Quarter Vanguard S&P 500 ETF 1,321 shares (about $750.37K)Medtronic 4,061 shares (about $354.00K)RUBRIK INC. 3,700 shares (about $331.48K)Boston Scientific 3,042 shares (about $326.74K)MercadoLibre 106 shares (about $276.94K) 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$19,083,124$353,998 ▼-1.8%218,9185.8%MedicalVGTVanguard Information Technology ETF$18,971,007$659,959 ▲3.6%28,6025.7%ETFVYMVanguard High Dividend Yield ETF$18,687,104$605,893 ▲3.4%140,1785.6%ETFMSFTMicrosoft$16,742,111$273,075 ▲1.7%33,6595.1%Computer and TechnologyBSXBoston Scientific$14,409,035$326,741 ▼-2.2%134,1504.4%MedicalAAPLApple$13,344,725$273,903 ▲2.1%65,0424.0%Computer and TechnologyIVWiShares S&P 500 Growth ETF$10,422,477$221,080 ▲2.2%94,6643.2%ETFVYMIVanguard International High Dividend Yield ETF$9,622,786$938,085 ▲10.8%120,1202.9%ETFVIGIVanguard International Dividend Appreciation ETF$9,454,495$179,609 ▲1.9%104,9102.9%ETFVIGVanguard Dividend Appreciation ETF$9,439,604$635,502 ▲7.2%46,1212.9%ETFAVGOBroadcom$9,106,933$90,138 ▲1.0%33,0382.8%Computer and TechnologyHDViShares Core High Dividend ETF$8,418,894$138,261 ▲1.7%71,8522.5%ETFTSMTaiwan Semiconductor Manufacturing$8,043,135$859,079 ▲12.0%35,5122.4%Computer and TechnologyNVDANVIDIA$7,232,355$28,596 ▼-0.4%45,7772.2%Computer and TechnologyFSTAFidelity MSCI Consumer Staples Index ETF$6,125,056$272,527 ▲4.7%119,7471.9%ETFFTECFidelity MSCI Information Technology Index ETF$5,611,682$61,532 ▲1.1%28,4541.7%ETFGOOGAlphabet$4,996,514$113,352 ▲2.3%28,1671.5%Computer and TechnologyAMZNAmazon.com$4,949,219$389,198 ▲8.5%22,5591.5%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$4,411,250$140,863 ▲3.3%7,1401.3%FinanceIVViShares Core S&P 500 ETF$4,313,824$216,064 ▲5.3%6,9481.3%ETFDGROiShares Core Dividend Growth ETF$3,973,422$400,008 ▲11.2%62,1431.2%ETFMELIMercadoLibre$3,456,552$276,942 ▼-7.4%1,3231.0%Retail/WholesaleMETAMeta Platforms$3,306,255$197,091 ▲6.3%4,4791.0%Computer and TechnologyVDCVanguard Consumer Staples ETF$2,823,918$276,588 ▲10.9%12,8950.9%ETFJPMJPMorgan Chase & Co.$2,817,582$1,160 ▲0.0%9,7190.9%FinanceVOOVanguard S&P 500 ETF$2,649,859$750,367 ▼-22.1%4,6650.8%ETFTSLATesla$2,616,843$133,098 ▼-4.8%8,2380.8%Auto/Tires/TrucksABBVAbbVie$2,438,636$557 ▲0.0%13,1380.7%MedicalJPSTJPMorgan Ultra-Short Income ETF$2,422,210$271,545 ▼-10.1%47,7940.7%ETFSHOPShopify$2,182,537$80,630 ▲3.8%18,9210.7%Computer and TechnologyIYWiShares U.S. Technology ETF$2,159,046$68,266 ▲3.3%12,4610.7%ManufacturingSESEA$2,135,866$11,516 ▲0.5%13,3540.6%Computer and TechnologyMMM3M$2,135,297$304 ▲0.0%14,0260.6%Multi-Sector ConglomeratesIDViShares International Select Dividend ETF$2,038,743$12,009 ▲0.6%59,0770.6%ETFCGGRCapital Group Growth ETF$1,990,401$26,667 ▲1.4%48,9640.6%ETFCGGOCapital Group Global Growth Equity ETF$1,806,238$164,134 ▲10.0%56,4980.5%ETFQQQInvesco QQQ$1,746,082$180,953 ▲11.6%3,1650.5%FinanceASMLASML$1,545,468$169,136 ▲12.3%1,9280.5%Computer and TechnologyBRK.BBerkshire Hathaway$1,528,232$169,048 ▲12.4%3,1460.5%FinanceSCHDSchwab US Dividend Equity ETF$1,437,816$690,911 ▲92.5%54,2570.4%ETFIWFiShares Russell 1000 Growth ETF$1,419,412$34,817 ▲2.5%3,3430.4%ETFUNHUnitedHealth Group$1,358,551$33,067 ▼-2.4%4,3550.4%MedicalFENYFidelity MSCI Energy Index ETF$1,339,369$54,169 ▲4.2%57,1160.4%ETFJNJJohnson & Johnson$1,201,411$18,330 ▼-1.5%7,8650.4%MedicalVTVVanguard Value ETF$1,178,3610.0%6,6670.4%ETFABTAbbott Laboratories$1,151,7330.0%8,4680.3%MedicalCOSTCostco Wholesale$1,108,4930.0%1,1200.3%Retail/WholesaleIETCiShares U.S. Tech Independence Focused ETF$1,006,566$43,523 ▲4.5%10,7080.3%ETFAMGNAmgen$998,899$558 ▲0.1%3,5780.3%MedicalORCLOracle$991,3570.0%4,5340.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$983,732$3,307 ▲0.3%17,2550.3%ETFFNDFSchwab Fundamental International Equity ETF$969,6850.0%24,2300.3%ETFGISGeneral Mills$946,1540.0%18,2620.3%Consumer StaplesTDIVFirst Trust NASDAQ Technology Dividend Index Fund$934,905$61,588 ▲7.1%10,3680.3%ManufacturingUSBU.S. Bancorp$912,325$1,131 ▲0.1%20,1620.3%FinanceGILDGilead Sciences$892,9920.0%8,0540.3%MedicalIWMiShares Russell 2000 ETF$838,027$151,682 ▲22.1%3,8840.3%FinanceHDBHDFC Bank$825,659$10,427 ▲1.3%10,7690.2%FinanceVHTVanguard Health Care ETF$822,845$497 ▲0.1%3,3130.2%ETFVNQVanguard Real Estate ETF$821,342$25,205 ▼-3.0%9,2220.2%ETFVDEVanguard Energy ETF$793,469$36,928 ▼-4.4%6,6610.2%ETFVCRVanguard Consumer Discretionary ETF$781,889$80,798 ▲11.5%2,1580.2%ETFNVONovo Nordisk A/S$776,8550.0%11,2560.2%MedicalVUGVanguard Growth ETF$765,360$326,133 ▲74.3%1,7460.2%ETFSMHVanEck Semiconductor ETF$751,303$279 ▲0.0%2,6940.2%ManufacturingGOOGLAlphabet$721,8770.0%4,0960.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$718,663$8,812 ▲1.2%2,3650.2%ETFHONHoneywell International$692,6140.0%2,9740.2%Multi-Sector ConglomeratesDISWalt Disney$692,3770.0%5,5830.2%Consumer DiscretionaryRUBRIK INC.$672,373$331,483 ▼-33.0%7,5050.2%CL AIFRAiShares U.S. Infrastructure ETF$670,7300.0%13,6350.2%ETFHDHome Depot$650,848$367 ▲0.1%1,7750.2%Retail/WholesaleMAMastercard$645,385$6,184 ▲1.0%1,1480.2%Business ServicesCGDVCapital Group Dividend Value ETF$635,856$324,760 ▲104.4%16,1020.2%ETFVTVanguard Total World Stock ETF$611,434$214,780 ▲54.1%4,7570.2%ETFISRGIntuitive Surgical$592,8600.0%1,0910.2%MedicalBNBrookfield$587,1990.0%9,4940.2%FinanceCMCSAComcast$582,617$35,441 ▲6.5%16,3240.2%Consumer DiscretionaryEFViShares MSCI EAFE Value ETF$581,840$33,199 ▲6.1%9,1660.2%ETFTAT&T$574,275$9,521 ▼-1.6%19,8440.2%Computer and TechnologyCARRCarrier Global$568,898$110,589 ▲24.1%7,7730.2%ConstructionNOWServiceNow$560,3040.0%5450.2%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$546,340$26,294 ▲5.1%6,5450.2%ETFBROOKFIELD INFRASTRUCTURE CO$534,903$250 ▲0.0%12,8580.2%COM SUB VTG AIJRiShares Core S&P Small-Cap ETF$528,093$2,623 ▲0.5%4,8320.2%ETFNUNU$514,733$63,085 ▲14.0%37,5170.2%FinanceCNQCanadian Natural Resources$511,315$1,256 ▲0.2%16,2840.2%EnergyIMCBiShares Morningstar Mid-Cap ETF$488,980$19,358 ▲4.1%6,1380.1%ETFVVisa$480,4970.0%1,3530.1%Business ServicesSRESempra Energy$473,917$15,002 ▲3.3%6,2550.1%UtilitiesMOAltria Group$473,199$117 ▲0.0%8,0710.1%Consumer StaplesIEMGiShares Core MSCI Emerging Markets ETF$468,102$63,810 ▼-12.0%7,7980.1%ETFGEGE Aerospace$454,108$54,575 ▲13.7%1,7640.1%AerospaceXOMExxon Mobil$448,021$48,403 ▼-9.8%4,1560.1%EnergyPFEPfizer$443,940$630 ▲0.1%18,3140.1%MedicalIGROiShares International Dividend Growth ETF$436,777$26,347 ▲6.4%5,5370.1%ETFCGWInvesco S&P Global Water Index ETF$434,025$19,564 ▼-4.3%6,9440.1%ETFEFGiShares MSCI EAFE Growth ETF$433,633$33,822 ▲8.5%3,8720.1%ETFLLYEli Lilly and Company$430,301$105,237 ▲32.4%5520.1%MedicalDFEWisdomTree Europe SmallCap Dividend Fund$417,128$6,731 ▲1.6%5,9490.1%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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