Financial Perspectives, Inc Top Holdings and 13F Report (2025)

About Financial Perspectives, Inc

Investment Activity

Financial 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: $19,083,124
Vanguard Information Technology ETF: $18,971,007
Vanguard High Dividend Yield ETF: $18,687,104
Microsoft: $16,742,111
Boston Scientific: $14,409,035

Largest New Holdings this Quarter

884903808 - Thomson Reuters: $80,452 Holding
78464A763 - SPDR S&P Dividend ETF: $53,982 Holding
75734B100 - REDDIT INC: $33,728 Holding
808524805 - Schwab International Equity ETF: $31,542 Holding
464287762 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MDT Medtronic	$19,083,124	$353,998 ▼	-1.8%	218,918	5.8%	Medical
VGT Vanguard Information Technology ETF	$18,971,007	$659,959 ▲	3.6%	28,602	5.7%	ETF
VYM Vanguard High Dividend Yield ETF	$18,687,104	$605,893 ▲	3.4%	140,178	5.6%	ETF
MSFT Microsoft	$16,742,111	$273,075 ▲	1.7%	33,659	5.1%	Computer and Technology
BSX Boston Scientific	$14,409,035	$326,741 ▼	-2.2%	134,150	4.4%	Medical
AAPL Apple	$13,344,725	$273,903 ▲	2.1%	65,042	4.0%	Computer and Technology
IVW iShares S&P 500 Growth ETF	$10,422,477	$221,080 ▲	2.2%	94,664	3.2%	ETF
VYMI Vanguard International High Dividend Yield ETF	$9,622,786	$938,085 ▲	10.8%	120,120	2.9%	ETF
VIGI Vanguard International Dividend Appreciation ETF	$9,454,495	$179,609 ▲	1.9%	104,910	2.9%	ETF
VIG Vanguard Dividend Appreciation ETF	$9,439,604	$635,502 ▲	7.2%	46,121	2.9%	ETF
AVGO Broadcom	$9,106,933	$90,138 ▲	1.0%	33,038	2.8%	Computer and Technology
HDV iShares Core High Dividend ETF	$8,418,894	$138,261 ▲	1.7%	71,852	2.5%	ETF
TSM Taiwan Semiconductor Manufacturing	$8,043,135	$859,079 ▲	12.0%	35,512	2.4%	Computer and Technology
NVDA NVIDIA	$7,232,355	$28,596 ▼	-0.4%	45,777	2.2%	Computer and Technology
FSTA Fidelity MSCI Consumer Staples Index ETF	$6,125,056	$272,527 ▲	4.7%	119,747	1.9%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$5,611,682	$61,532 ▲	1.1%	28,454	1.7%	ETF
GOOG Alphabet	$4,996,514	$113,352 ▲	2.3%	28,167	1.5%	Computer and Technology
AMZN Amazon.com	$4,949,219	$389,198 ▲	8.5%	22,559	1.5%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$4,411,250	$140,863 ▲	3.3%	7,140	1.3%	Finance
IVV iShares Core S&P 500 ETF	$4,313,824	$216,064 ▲	5.3%	6,948	1.3%	ETF
DGRO iShares Core Dividend Growth ETF	$3,973,422	$400,008 ▲	11.2%	62,143	1.2%	ETF
MELI MercadoLibre	$3,456,552	$276,942 ▼	-7.4%	1,323	1.0%	Retail/Wholesale
META Meta Platforms	$3,306,255	$197,091 ▲	6.3%	4,479	1.0%	Computer and Technology
VDC Vanguard Consumer Staples ETF	$2,823,918	$276,588 ▲	10.9%	12,895	0.9%	ETF
JPM JPMorgan Chase & Co.	$2,817,582	$1,160 ▲	0.0%	9,719	0.9%	Finance
VOO Vanguard S&P 500 ETF	$2,649,859	$750,367 ▼	-22.1%	4,665	0.8%	ETF
TSLA Tesla	$2,616,843	$133,098 ▼	-4.8%	8,238	0.8%	Auto/Tires/Trucks
ABBV AbbVie	$2,438,636	$557 ▲	0.0%	13,138	0.7%	Medical
JPST JPMorgan Ultra-Short Income ETF	$2,422,210	$271,545 ▼	-10.1%	47,794	0.7%	ETF
SHOP Shopify	$2,182,537	$80,630 ▲	3.8%	18,921	0.7%	Computer and Technology
IYW iShares U.S. Technology ETF	$2,159,046	$68,266 ▲	3.3%	12,461	0.7%	Manufacturing
SE SEA	$2,135,866	$11,516 ▲	0.5%	13,354	0.6%	Computer and Technology
MMM 3M	$2,135,297	$304 ▲	0.0%	14,026	0.6%	Multi-Sector Conglomerates
IDV iShares International Select Dividend ETF	$2,038,743	$12,009 ▲	0.6%	59,077	0.6%	ETF
CGGR Capital Group Growth ETF	$1,990,401	$26,667 ▲	1.4%	48,964	0.6%	ETF
CGGO Capital Group Global Growth Equity ETF	$1,806,238	$164,134 ▲	10.0%	56,498	0.5%	ETF
QQQ Invesco QQQ	$1,746,082	$180,953 ▲	11.6%	3,165	0.5%	Finance
ASML ASML	$1,545,468	$169,136 ▲	12.3%	1,928	0.5%	Computer and Technology
BRK.B Berkshire Hathaway	$1,528,232	$169,048 ▲	12.4%	3,146	0.5%	Finance
SCHD Schwab US Dividend Equity ETF	$1,437,816	$690,911 ▲	92.5%	54,257	0.4%	ETF
IWF iShares Russell 1000 Growth ETF	$1,419,412	$34,817 ▲	2.5%	3,343	0.4%	ETF
UNH UnitedHealth Group	$1,358,551	$33,067 ▼	-2.4%	4,355	0.4%	Medical
FENY Fidelity MSCI Energy Index ETF	$1,339,369	$54,169 ▲	4.2%	57,116	0.4%	ETF
JNJ Johnson & Johnson	$1,201,411	$18,330 ▼	-1.5%	7,865	0.4%	Medical
VTV Vanguard Value ETF	$1,178,361		0.0%	6,667	0.4%	ETF
ABT Abbott Laboratories	$1,151,733		0.0%	8,468	0.3%	Medical
COST Costco Wholesale	$1,108,493		0.0%	1,120	0.3%	Retail/Wholesale
IETC iShares U.S. Tech Independence Focused ETF	$1,006,566	$43,523 ▲	4.5%	10,708	0.3%	ETF
AMGN Amgen	$998,899	$558 ▲	0.1%	3,578	0.3%	Medical
ORCL Oracle	$991,357		0.0%	4,534	0.3%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$983,732	$3,307 ▲	0.3%	17,255	0.3%	ETF
FNDF Schwab Fundamental International Equity ETF	$969,685		0.0%	24,230	0.3%	ETF
GIS General Mills	$946,154		0.0%	18,262	0.3%	Consumer Staples
TDIV First Trust NASDAQ Technology Dividend Index Fund	$934,905	$61,588 ▲	7.1%	10,368	0.3%	Manufacturing
USB U.S. Bancorp	$912,325	$1,131 ▲	0.1%	20,162	0.3%	Finance
GILD Gilead Sciences	$892,992		0.0%	8,054	0.3%	Medical
IWM iShares Russell 2000 ETF	$838,027	$151,682 ▲	22.1%	3,884	0.3%	Finance
HDB HDFC Bank	$825,659	$10,427 ▲	1.3%	10,769	0.2%	Finance
VHT Vanguard Health Care ETF	$822,845	$497 ▲	0.1%	3,313	0.2%	ETF
VNQ Vanguard Real Estate ETF	$821,342	$25,205 ▼	-3.0%	9,222	0.2%	ETF
VDE Vanguard Energy ETF	$793,469	$36,928 ▼	-4.4%	6,661	0.2%	ETF
VCR Vanguard Consumer Discretionary ETF	$781,889	$80,798 ▲	11.5%	2,158	0.2%	ETF
NVO Novo Nordisk A/S	$776,855		0.0%	11,256	0.2%	Medical
VUG Vanguard Growth ETF	$765,360	$326,133 ▲	74.3%	1,746	0.2%	ETF
SMH VanEck Semiconductor ETF	$751,303	$279 ▲	0.0%	2,694	0.2%	Manufacturing
GOOGL Alphabet	$721,877		0.0%	4,096	0.2%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$718,663	$8,812 ▲	1.2%	2,365	0.2%	ETF
HON Honeywell International	$692,614		0.0%	2,974	0.2%	Multi-Sector Conglomerates
DIS Walt Disney	$692,377		0.0%	5,583	0.2%	Consumer Discretionary
RUBRIK INC.	$672,373	$331,483 ▼	-33.0%	7,505	0.2%	CL A
IFRA iShares U.S. Infrastructure ETF	$670,730		0.0%	13,635	0.2%	ETF
HD Home Depot	$650,848	$367 ▲	0.1%	1,775	0.2%	Retail/Wholesale
MA Mastercard	$645,385	$6,184 ▲	1.0%	1,148	0.2%	Business Services
CGDV Capital Group Dividend Value ETF	$635,856	$324,760 ▲	104.4%	16,102	0.2%	ETF
VT Vanguard Total World Stock ETF	$611,434	$214,780 ▲	54.1%	4,757	0.2%	ETF
ISRG Intuitive Surgical	$592,860		0.0%	1,091	0.2%	Medical
BN Brookfield	$587,199		0.0%	9,494	0.2%	Finance
CMCSA Comcast	$582,617	$35,441 ▲	6.5%	16,324	0.2%	Consumer Discretionary
EFV iShares MSCI EAFE Value ETF	$581,840	$33,199 ▲	6.1%	9,166	0.2%	ETF
T AT&T	$574,275	$9,521 ▼	-1.6%	19,844	0.2%	Computer and Technology
CARR Carrier Global	$568,898	$110,589 ▲	24.1%	7,773	0.2%	Construction
NOW ServiceNow	$560,304		0.0%	545	0.2%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$546,340	$26,294 ▲	5.1%	6,545	0.2%	ETF
BROOKFIELD INFRASTRUCTURE CO	$534,903	$250 ▲	0.0%	12,858	0.2%	COM SUB VTG A
IJR iShares Core S&P Small-Cap ETF	$528,093	$2,623 ▲	0.5%	4,832	0.2%	ETF
NU NU	$514,733	$63,085 ▲	14.0%	37,517	0.2%	Finance
CNQ Canadian Natural Resources	$511,315	$1,256 ▲	0.2%	16,284	0.2%	Energy
IMCB iShares Morningstar Mid-Cap ETF	$488,980	$19,358 ▲	4.1%	6,138	0.1%	ETF
V Visa	$480,497		0.0%	1,353	0.1%	Business Services
SRE Sempra Energy	$473,917	$15,002 ▲	3.3%	6,255	0.1%	Utilities
MO Altria Group	$473,199	$117 ▲	0.0%	8,071	0.1%	Consumer Staples
IEMG iShares Core MSCI Emerging Markets ETF	$468,102	$63,810 ▼	-12.0%	7,798	0.1%	ETF
GE GE Aerospace	$454,108	$54,575 ▲	13.7%	1,764	0.1%	Aerospace
XOM Exxon Mobil	$448,021	$48,403 ▼	-9.8%	4,156	0.1%	Energy
PFE Pfizer	$443,940	$630 ▲	0.1%	18,314	0.1%	Medical
IGRO iShares International Dividend Growth ETF	$436,777	$26,347 ▲	6.4%	5,537	0.1%	ETF
CGW Invesco S&P Global Water Index ETF	$434,025	$19,564 ▼	-4.3%	6,944	0.1%	ETF
EFG iShares MSCI EAFE Growth ETF	$433,633	$33,822 ▲	8.5%	3,872	0.1%	ETF
LLY Eli Lilly and Company	$430,301	$105,237 ▲	32.4%	552	0.1%	Medical
DFE WisdomTree Europe SmallCap Dividend Fund	$417,128	$6,731 ▲	1.6%	5,949	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Financial Perspectives, Inc Top Holdings and 13F Report (2025)

About Financial Perspectives, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Financial Perspectives, Inc Top Holdings and 13F Report (2025)

About Financial Perspectives, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFinancial Perspectives, Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools