Financial Perspectives, Inc
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationminneapolis, MN
- CIK0002003287
- All SEC filings
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 |