Financial Perspectives, Inc
Q3 2025 13F Holdings
- Locationminneapolis, MN
- Num holdings
724
- Value ($000)
$360,632
- Date Filed10/22/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MDT MEDTRONIC PLC | SHS | G5960L103 | $20.66 M | 6 % | 216,940 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $20.64 M | 6 % | 27,642 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $20.23 M | 6 % | 143,525 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $17.22 M | 5 % | 33,250 | ||
AAPL APPLE INC | COM | 037833100 | $16.29 M | 5 % | 63,968 | ||
BSX BOSTON SCIENTIFIC CORP | COM | 101137107 | $13.29 M | 4 % | 136,167 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $11.51 M | 3 % | 95,304 | ||
AVGO BROADCOM INC | COM | 11135F101 | $10.84 M | 3 % | 32,872 | ||
VYMI VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | $10.53 M | 3 % | 124,300 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $9.98 M | 3 % | 46,230 |
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