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Size ($ in 1000's)
At 03/31/2024: $263,828
At 12/31/2023: $246,404
Financial Perspectives Inc holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Financial Perspectives Inc 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Financial Perspectives Inc top holdings by largest position size, as per the latest 13f filing made by Financial Perspectives Inc.
In the Financial Perspectives Inc-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Financial Perspectives Inc in that top holding, then the share count change between reporting periods, and finally the Financial Perspectives Inc top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| MEDTRONIC PLC |
235,426 |
-3,844 |
$20,517 | | MDT | 235,426 | -3,844 | $20,517 | | VANGUARD WHITEHALL FDS (VYM) |
133,735 |
-451 |
$16,181 | | VYM | 133,735 | -451 | $16,181 | | MICROSOFT CORP |
33,014 |
-55 |
$13,890 | | MSFT | 33,014 | -55 | $13,890 | | VANGUARD WORLD FD (VGT) |
24,508 |
-899 |
$12,850 | | VGT | 24,508 | -899 | $12,850 | | APPLE INC |
64,223 |
-1,205 |
$11,013 | | AAPL | 64,223 | -1,205 | $11,013 | | BOSTON SCIENTIFIC CORP |
146,130 |
-6 |
$10,008 | | BSX | 146,130 | -6 | $10,008 | | VANGUARD SPECIALIZED FUNDS (VIG) |
43,948 |
-1,094 |
$8,025 | | VIG | 43,948 | -1,094 | $8,025 | | ISHARES TR (IVW) |
94,043 |
+3,114 |
$7,941 | | IVW | 94,043 | +3,114 | $7,941 | | VANGUARD WHITEHALL FDS (VIGI) |
96,594 |
+2,642 |
$7,875 | | VIGI | 96,594 | +2,642 | $7,875 | | ISHARES TR (HDV) |
68,475 |
+2,081 |
$7,547 | | HDV | 68,475 | +2,081 | $7,547 | | VANGUARD WHITEHALL FDS (VYMI) |
97,617 |
-2,625 |
$6,716 | | VYMI | 97,617 | -2,625 | $6,716 | | BROADCOM INC |
4,088 |
-18 |
$5,418 | | AVGO | 4,088 | -18 | $5,418 | | J P MORGAN EXCHANGE TRADED F (JPST) |
99,130 |
-1,113 |
$5,001 | | JPST | 99,130 | -1,113 | $5,001 | | FIDELITY COVINGTON TRUST |
104,050 |
+4,133 |
$4,951 | | FSTA | 104,050 | +4,133 | $4,951 | | FIDELITY COVINGTON TRUST |
27,868 |
+4 |
$4,343 | | FTEC | 27,868 | +4 | $4,343 | | TAIWAN SEMICONDUCTOR MFG LTD |
31,388 |
+20 |
$4,270 | | TSM | 31,388 | +20 | $4,270 | | ALPHABET INC |
27,356 |
+591 |
$4,165 | | GOOG | 27,356 | +591 | $4,165 | | NVIDIA CORPORATION |
4,088 |
-757 |
$3,694 | | NVDA | 4,088 | -757 | $3,694 | | AMAZON COM INC |
20,283 |
+2 |
$3,659 | | AMZN | 20,283 | +2 | $3,659 | | SPDR S&P 500 ETF TR (SPY) |
6,211 |
+74 |
$3,249 | | SPY | 6,211 | +74 | $3,249 | | ISHARES TR (IVV) |
6,028 |
+40 |
$3,169 | | IVV | 6,028 | +40 | $3,169 | | VANGUARD INDEX FDS (VOO) |
5,757 |
+69 |
$2,768 | | VOO | 5,757 | +69 | $2,768 | | ISHARES TR (DGRO) |
46,303 |
+3,080 |
$2,688 | | DGRO | 46,303 | +3,080 | $2,688 | | ABBVIE INC |
12,201 |
-5 |
$2,222 | | ABBV | 12,201 | -5 | $2,222 | | INVESCO QQQ TR |
4,932 |
+153 |
$2,190 | | QQQ | 4,932 | +153 | $2,190 | | MERCADOLIBRE INC |
1,427 |
-6 |
$2,157 | | MELI | 1,427 | -6 | $2,157 | | UNITEDHEALTH GROUP INC |
4,297 |
-1,081 |
$2,126 | | UNH | 4,297 | -1,081 | $2,126 | | VANGUARD WORLD FD (VDC) |
9,619 |
+111 |
$1,964 | | VDC | 9,619 | +111 | $1,964 | | META PLATFORMS INC |
3,962 |
-20 |
$1,924 | | META | 3,962 | -20 | $1,924 | | JPMORGAN CHASE & CO |
9,121 |
-93 |
$1,827 | | JPM | 9,121 | -93 | $1,827 | | ISHARES TR (IDV) |
59,523 |
+11,392 |
$1,669 | | IDV | 59,523 | +11,392 | $1,669 | | ASML HOLDING N V |
1,660 |
+3 |
$1,611 | | ASML | 1,660 | +3 | $1,611 | | 3M CO |
15,161 |
-100 |
$1,608 | | MMM | 15,161 | -100 | $1,608 | | ISHARES TR (IYW) |
11,836 |
+106 |
$1,599 | | IYW | 11,836 | +106 | $1,599 | | CAPITAL GROUP GROWTH ETF (CGGR) |
47,369 |
+262 |
$1,515 | | CGGR | 47,369 | +262 | $1,515 | | NOVO NORDISK A S |
11,360 |
+15 |
$1,459 | | NVO | 11,360 | +15 | $1,459 | | FIDELITY COVINGTON TRUST |
54,698 |
+32 |
$1,415 | | FENY | 54,698 | +32 | $1,415 | | TESLA INC |
7,620 |
+143 |
$1,339 | | TSLA | 7,620 | +143 | $1,339 | | GENERAL MLS INC |
17,743 |
UNCH |
$1,241 | | GIS | 17,743 | UNCH | $1,241 | | JOHNSON & JOHNSON |
7,800 |
-1,307 |
$1,234 | | JNJ | 7,800 | -1,307 | $1,234 | | SHOPIFY INC |
15,181 |
+130 |
$1,172 | | SHOP | 15,181 | +130 | $1,172 |  BERKSHIRE HATHAWAY INC DEL |
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$1,069 | | BRK.B | 2,543 | -105 | $1,069 | | BROOKFIELD INFRASTRUCTURE CO |
29,352 |
-56 |
$1,058 | | BIPC | 29,352 | -56 | $1,058 | | VANGUARD INDEX FDS (VTV) |
6,481 |
+568 |
$1,056 | | VTV | 6,481 | +568 | $1,056 | | ISHARES TR (IWF) |
3,027 |
+96 |
$1,020 | | IWF | 3,027 | +96 | $1,020 | | CAPITAL GROUP GBL GROWTH EQT |
34,539 |
+1,965 |
$995 | | CGGO | 34,539 | +1,965 | $995 | | AMGEN INC |
3,476 |
-31 |
$988 | | AMGN | 3,476 | -31 | $988 | | ABBOTT LABS |
8,468 |
UNCH |
$962 | | ABT | 8,468 | UNCH | $962 | | VANGUARD WORLD FD (VDE) |
6,910 |
+15 |
$910 | | VDE | 6,910 | +15 | $910 | | US BANCORP DEL |
19,751 |
+22 |
$883 | | USB | 19,751 | +22 | $883 |
See Full List: All Stocks Held By Financial Perspectives Inc
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Financial Perspectives Inc
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