Financial Perspectives, Inc
Q4 2024 13F Holdings
- Locationminneapolis, MN
- Num holdings
726
- Value ($000)
$297,736
- Date Filed02/03/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MDT MEDTRONIC PLC | SHS | G5960L103 | $18.14M | 6 % | 227,096 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $17.34M | 6 % | 135,926 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $16.49M | 6 % | 26,517 | ||
AAPL APPLE INC | COM | 037833100 | $16.19M | 5 % | 64,643 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $14.14M | 5 % | 33,537 | ||
BSX BOSTON SCIENTIFIC CORP | COM | 101137107 | $12.94M | 4 % | 144,920 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $9.49M | 3 % | 93,451 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $8.60M | 3 % | 43,926 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $7.91M | 3 % | 98,923 | ||
HDV ISHARES TR | CORE HIGH DV ETF | 46429B663 | $7.88M | 3 % | 70,183 |
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