Filed: 2/3/2025ACC: 0002003287-25-000001
📋 What this filing means
FINANCIAL PERSPECTIVES, INC filed this quarterly 13F‑HR report disclosing 726 equity positions with a total reported market value of $297.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
726
Positions
$297.74M
Total AUM (reported)
2.89M
Total Shares
Allocation by class
COM$103.51M34.8%
SHS$19.01M6.4%
HIGH DIV YLD$17.34M5.8%
INF TECH ETF$16.49M5.5%
S&P 500 GRWT ETF$9.49M3.2%
DIV APP ETF$8.60M2.9%
INTL DVD ETF$7.91M2.7%
Portfolio Concentration
Top 3$51.97M17.5%
4–10$77.15M25.9%
11–25$69.06M23.2%
Rest$99.55M33.4%
Top 3 weight
17.5%
Top 10 weight
43.4%
Voting Authority Distribution
Total shares with voting rights: 2.89M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.89M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole726
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings726
Rows:
MEDTRONIC PLC
SOLEShares227.10K
TypeSH
Market value$18.14M
6.09%
Sole
0.00
Shared
0.00
None
227.10K
VANGUARD WHITEHALL FDS
SOLEShares135.93K
TypeSH
Market value$17.34M
5.82%
Sole
0.00
Shared
0.00
None
135.93K
VANGUARD WORLD FD
SOLEShares26.52K
TypeSH
Market value$16.49M
5.54%
Sole
0.00
Shared
0.00
None
26.52K
APPLE INC
SOLEShares64.64K
TypeSH
Market value$16.19M
5.44%
Sole
0.00
Shared
0.00
None
64.64K
MICROSOFT CORP
SOLEShares33.54K
TypeSH
Market value$14.14M
4.75%
Sole
0.00
Shared
0.00
None
33.54K
BOSTON SCIENTIFIC CORP
SOLEShares144.92K
TypeSH
Market value$12.94M
4.35%
Sole
0.00
Shared
0.00
None
144.92K
ISHARES TR
SOLEShares93.45K
TypeSH
Market value$9.49M
3.19%
Sole
0.00
Shared
0.00
None
93.45K
VANGUARD SPECIALIZED FUNDS
SOLEShares43.93K
TypeSH
Market value$8.60M
2.89%
Sole
0.00
Shared
0.00
None
43.93K
VANGUARD WHITEHALL FDS
SOLEShares98.92K
TypeSH
Market value$7.91M
2.66%
Sole
0.00
Shared
0.00
None
98.92K
ISHARES TR
SOLEShares70.18K
TypeSH
Market value$7.88M
2.65%
Sole
0.00
Shared
0.00
None
70.18K
BROADCOM INC
SOLEShares32.70K
TypeSH
Market value$7.58M
2.55%
Sole
0.00
Shared
0.00
None
32.70K
VANGUARD WHITEHALL FDS
SOLEShares100.48K
TypeSH
Market value$6.82M
2.29%
Sole
0.00
Shared
0.00
None
100.48K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares31.32K
TypeSH
Market value$6.19M
2.08%
Sole
0.00
Shared
0.00
None
31.32K
NVIDIA CORPORATION
SOLEShares44.69K
TypeSH
Market value$6.00M
2.02%
Sole
0.00
Shared
0.00
None
44.69K
FIDELITY COVINGTON TRUST
SOLEShares110.88K
TypeSH
Market value$5.48M
1.84%
Sole
0.00
Shared
0.00
None
110.88K
ALPHABET INC
SOLEShares27.59K
TypeSH
Market value$5.25M
1.76%
Sole
0.00
Shared
0.00
None
27.59K
FIDELITY COVINGTON TRUST
SOLEShares27.75K
TypeSH
Market value$5.13M
1.72%
Sole
0.00
Shared
0.00
None
27.75K
AMAZON COM INC
SOLEShares20.84K
TypeSH
Market value$4.57M
1.54%
Sole
0.00
Shared
0.00
None
20.84K
ISHARES TR
SOLEShares6.54K
TypeSH
Market value$3.85M
1.29%
Sole
0.00
Shared
0.00
None
6.54K
SPDR S&P 500 ETF TR
SOLEShares6.42K
TypeSH
Market value$3.76M
1.26%
Sole
0.00
Shared
0.00
None
6.42K
VANGUARD INDEX FDS
SOLEShares6.07K
TypeSH
Market value$3.27M
1.10%
Sole
0.00
Shared
0.00
None
6.07K
ISHARES TR
SOLEShares51.64K
TypeSH
Market value$3.17M
1.06%
Sole
0.00
Shared
0.00
None
51.64K
TESLA INC
SOLEShares7.84K
TypeSH
Market value$3.17M
1.06%
Sole
0.00
Shared
0.00
None
7.84K
MERCADOLIBRE INC
SOLEShares1.43K
TypeSH
Market value$2.43M
0.82%
Sole
0.00
Shared
0.00
None
1.43K
META PLATFORMS INC
SOLEShares4.09K
TypeSH
Market value$2.39M
0.80%
Sole
0.00
Shared
0.00
None
4.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MEDTRONIC PLCSOLE | SHS | 227.10K | SH | $18.14M 6.09% | 0.00 | 0.00 | 227.10K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 135.93K | SH | $17.34M 5.82% | 0.00 | 0.00 | 135.93K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 26.52K | SH | $16.49M 5.54% | 0.00 | 0.00 | 26.52K |
APPLE INCSOLE | COM | 64.64K | SH | $16.19M 5.44% | 0.00 | 0.00 | 64.64K |
MICROSOFT CORPSOLE | COM | 33.54K | SH | $14.14M 4.75% | 0.00 | 0.00 | 33.54K |
BOSTON SCIENTIFIC CORPSOLE | COM | 144.92K | SH | $12.94M 4.35% | 0.00 | 0.00 | 144.92K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 93.45K | SH | $9.49M 3.19% | 0.00 | 0.00 | 93.45K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 43.93K | SH | $8.60M 2.89% | 0.00 | 0.00 | 43.93K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 98.92K | SH | $7.91M 2.66% | 0.00 | 0.00 | 98.92K |
ISHARES TRSOLE | CORE HIGH DV ETF | 70.18K | SH | $7.88M 2.65% | 0.00 | 0.00 | 70.18K |
BROADCOM INCSOLE | COM | 32.70K | SH | $7.58M 2.55% | 0.00 | 0.00 | 32.70K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 100.48K | SH | $6.82M 2.29% | 0.00 | 0.00 | 100.48K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 31.32K | SH | $6.19M 2.08% | 0.00 | 0.00 | 31.32K |
NVIDIA CORPORATIONSOLE | COM | 44.69K | SH | $6.00M 2.02% | 0.00 | 0.00 | 44.69K |
FIDELITY COVINGTON TRUSTSOLE | CONSMR STAPLES | 110.88K | SH | $5.48M 1.84% | 0.00 | 0.00 | 110.88K |
ALPHABET INCSOLE | CAP STK CL C | 27.59K | SH | $5.25M 1.76% | 0.00 | 0.00 | 27.59K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 27.75K | SH | $5.13M 1.72% | 0.00 | 0.00 | 27.75K |
AMAZON COM INCSOLE | COM | 20.84K | SH | $4.57M 1.54% | 0.00 | 0.00 | 20.84K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.54K | SH | $3.85M 1.29% | 0.00 | 0.00 | 6.54K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.42K | SH | $3.76M 1.26% | 0.00 | 0.00 | 6.42K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 6.07K | SH | $3.27M 1.10% | 0.00 | 0.00 | 6.07K |
ISHARES TRSOLE | CORE DIV GRWTH | 51.64K | SH | $3.17M 1.06% | 0.00 | 0.00 | 51.64K |
TESLA INCSOLE | COM | 7.84K | SH | $3.17M 1.06% | 0.00 | 0.00 | 7.84K |
MERCADOLIBRE INCSOLE | COM | 1.43K | SH | $2.43M 0.82% | 0.00 | 0.00 | 1.43K |
META PLATFORMS INCSOLE | CL A | 4.09K | SH | $2.39M 0.80% | 0.00 | 0.00 | 4.09K |
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