Financial Perspectives, Inc
Q2 2025 13F Holdings
- Locationminneapolis, MN
- Num holdings
724
- Value ($000)
$330,793
- Date Filed07/29/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MDT MEDTRONIC PLC | SHS | G5960L103 | $19.08 M | 6 % | 218,918 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $18.97 M | 6 % | 28,602 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $18.69 M | 6 % | 140,178 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $16.74 M | 5 % | 33,659 | ||
BSX BOSTON SCIENTIFIC CORP | COM | 101137107 | $14.41 M | 4 % | 134,150 | ||
AAPL APPLE INC | COM | 037833100 | $13.34 M | 4 % | 65,042 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $10.42 M | 3 % | 94,664 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $9.62 M | 3 % | 120,120 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $9.45 M | 3 % | 104,910 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $9.44 M | 3 % | 46,121 |
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