Financial Perspectives, Inc
Q1 2025 13F Holdings
- Locationminneapolis, MN
- Num holdings
724
- Value ($000)
$292,103
- Date Filed04/18/2025
- Form type13F-HR
- CIK0002003287
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MDT MEDTRONIC PLC | SHS | G5960L103 | $20.04M | 7 % | 222,979 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $17.69M | 6 % | 135,633 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $15.00M | 5 % | 27,607 | ||
AAPL APPLE INC | COM | 037833100 | $14.15M | 5 % | 63,707 | ||
BSX BOSTON SCIENTIFIC CORP | COM | 101137107 | $13.84M | 5 % | 137,192 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $12.43M | 4 % | 33,110 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $8.60M | 3 % | 92,656 | ||
HDV ISHARES TR | CORE HIGH DV ETF | 46429B663 | $8.56M | 3 % | 70,672 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $8.54M | 3 % | 102,917 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $8.34M | 3 % | 43,016 |
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