Financial Perspectives, Inc

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    minneapolis, MN
  • CIK
    0002003287
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

726

$297.74M
MDT, VYM, VANGUARD WORLD FDS, AAPL
13F-HR
Feb 3, 2025
000200328725000001

685

$288.48M
MDT, VYM, AAPL, MSFT
13F-HR
Oct 17, 2024
000200328724000021

681

$270.80M
MDT, VYM, MSFT, VANGUARD WORLD FDS
13F-HR
Aug 9, 2024
000200328724000020

669

$263.82M
MDT, VYM, MSFT, VANGUARD WORLD FDS
13F-HR
Apr 19, 2024
000200328724000018

706

$246.41M
MDT, VYM, AAPL, MSFT
13F-HR
Feb 1, 2024
000200328724000017

705

$218.46M
MDT, VYM, AAPL, VANGUARD WORLD FDS
13F-HR
Jan 10, 2024
000200328724000016

686

$227.31M
MDT, VYM, AAPL, VANGUARD WORLD FDS
13F-HR
Jan 10, 2024
000200328724000015

685

$209.26M
MDT, VYM, AAPL, VANGUARD WORLD FDS
13F-HR
Jan 10, 2024
000200328724000014

691

$195.14M
MDT, VYM, AAPL, VANGUARD WORLD FDS
13F-HR
Jan 10, 2024
000200328724000013

698

$178.35M
MDT, VYM, VANGUARD WORLD FDS, AAPL
13F-HR
Jan 10, 2024
000200328724000012

694

$177.25M
MDT, VYM, VANGUARD WORLD FDS, AAPL
13F-HR
Jan 10, 2024
000200328724000011

689

$214.10M
MDT, VANGUARD WORLD FDS, VYM, AAPL
13F-HR
Jan 10, 2024
000200328724000010

659

$211.47M
MDT, VANGUARD WORLD FDS, VYM, AAPL
13F-HR
Jan 10, 2024
000200328724000009

641

$198.51M
MDT, VYM, VANGUARD WORLD FDS, MSFT
13F-HR
Jan 10, 2024
000200328724000008

652

$205.45M
MDT, VANGUARD WORLD FDS, VYM, MSFT
13F-HR
Jan 10, 2024
000200328724000007

625

$2.01M
MDT, BSX, JPST, VYM
13F-HR
Jan 10, 2024
000200328724000006

597

$176.05M
MDT, VANGUARD WORLD FDS, AAPL, VYM
13F-HR
Jan 10, 2024
000200328724000005

559

$152.00M
MDT, JPST, AAPL, BSX
13F-HR
Jan 10, 2024
000200328724000004

547

$139.76M
MDT, JPST, VYM, BSX
13F-HR
Jan 10, 2024
000200328724000003

529

$123.71M
MDT, JPST, ICSH, VYM
13F-HR
Jan 10, 2024
000200328724000002

514

$146.52M
JPST, MDT, ICSH, BSX
13F-HR
Jan 10, 2024
000200328724000001
Financial Perspectives, Inc 13F Filings