Filed: 4/18/2025ACC: 0002003287-25-000003
📋 What this filing means
FINANCIAL PERSPECTIVES, INC filed this quarterly 13F‑HR report disclosing 724 equity positions with a total reported market value of $292.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
724
Positions
$292.10M
Total AUM (reported)
2.92M
Total Shares
Allocation by class
COM$96.60M33.1%
SHS$20.92M7.2%
HIGH DIV YLD$17.69M6.1%
INF TECH ETF$15.00M5.1%
S&P 500 GRWT ETF$8.60M2.9%
CORE HIGH DV ETF$8.56M2.9%
INTL DVD ETF$8.54M2.9%
Portfolio Concentration
Top 3$52.72M18.0%
4–10$74.47M25.5%
11–25$64.85M22.2%
Rest$100.06M34.3%
Top 3 weight
18.0%
Top 10 weight
43.5%
Voting Authority Distribution
Total shares with voting rights: 2.92M
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
2.92M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole724
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings724
Rows:
MEDTRONIC PLC
SOLEShares222.98K
TypeSH
Market value$20.04M
6.86%
Sole
0.00
Shared
0.00
None
222.98K
VANGUARD WHITEHALL FDS
SOLEShares135.63K
TypeSH
Market value$17.69M
6.05%
Sole
0.00
Shared
0.00
None
135.63K
VANGUARD WORLD FD
SOLEShares27.61K
TypeSH
Market value$15.00M
5.14%
Sole
0.00
Shared
0.00
None
27.61K
APPLE INC
SOLEShares63.71K
TypeSH
Market value$14.15M
4.85%
Sole
0.00
Shared
0.00
None
63.71K
BOSTON SCIENTIFIC CORP
SOLEShares137.19K
TypeSH
Market value$13.84M
4.74%
Sole
0.00
Shared
0.00
None
137.19K
MICROSOFT CORP
SOLEShares33.11K
TypeSH
Market value$12.43M
4.26%
Sole
0.00
Shared
0.00
None
33.11K
ISHARES TR
SOLEShares92.66K
TypeSH
Market value$8.60M
2.94%
Sole
0.00
Shared
0.00
None
92.66K
ISHARES TR
SOLEShares70.67K
TypeSH
Market value$8.56M
2.93%
Sole
0.00
Shared
0.00
None
70.67K
VANGUARD WHITEHALL FDS
SOLEShares102.92K
TypeSH
Market value$8.54M
2.92%
Sole
0.00
Shared
0.00
None
102.92K
VANGUARD SPECIALIZED FUNDS
SOLEShares43.02K
TypeSH
Market value$8.34M
2.86%
Sole
0.00
Shared
0.00
None
43.02K
VANGUARD WHITEHALL FDS
SOLEShares108.41K
TypeSH
Market value$7.99M
2.73%
Sole
0.00
Shared
0.00
None
108.41K
FIDELITY COVINGTON TRUST
SOLEShares114.42K
TypeSH
Market value$5.89M
2.02%
Sole
0.00
Shared
0.00
None
114.42K
BROADCOM INC
SOLEShares32.71K
TypeSH
Market value$5.48M
1.87%
Sole
0.00
Shared
0.00
None
32.71K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares31.72K
TypeSH
Market value$5.27M
1.80%
Sole
0.00
Shared
0.00
None
31.72K
NVIDIA CORPORATION
SOLEShares45.96K
TypeSH
Market value$4.98M
1.71%
Sole
0.00
Shared
0.00
None
45.96K
FIDELITY COVINGTON TRUST
SOLEShares28.14K
TypeSH
Market value$4.54M
1.55%
Sole
0.00
Shared
0.00
None
28.14K
ALPHABET INC
SOLEShares27.53K
TypeSH
Market value$4.32M
1.48%
Sole
0.00
Shared
0.00
None
27.53K
AMAZON COM INC
SOLEShares20.79K
TypeSH
Market value$3.97M
1.36%
Sole
0.00
Shared
0.00
None
20.79K
SPDR S&P 500 ETF TR
SOLEShares6.91K
TypeSH
Market value$3.87M
1.32%
Sole
0.00
Shared
0.00
None
6.91K
ISHARES TR
SOLEShares6.60K
TypeSH
Market value$3.80M
1.30%
Sole
0.00
Shared
0.00
None
6.60K
ISHARES TR
SOLEShares55.89K
TypeSH
Market value$3.45M
1.18%
Sole
0.00
Shared
0.00
None
55.89K
VANGUARD INDEX FDS
SOLEShares5.99K
TypeSH
Market value$3.08M
1.05%
Sole
0.00
Shared
0.00
None
5.99K
MERCADOLIBRE INC
SOLEShares1.43K
TypeSH
Market value$2.79M
0.95%
Sole
0.00
Shared
0.00
None
1.43K
ABBVIE INC
SOLEShares13.13K
TypeSH
Market value$2.75M
0.94%
Sole
0.00
Shared
0.00
None
13.13K
J P MORGAN EXCHANGE TRADED F
SOLEShares53.15K
TypeSH
Market value$2.69M
0.92%
Sole
0.00
Shared
0.00
None
53.15K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MEDTRONIC PLCSOLE | SHS | 222.98K | SH | $20.04M 6.86% | 0.00 | 0.00 | 222.98K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 135.63K | SH | $17.69M 6.05% | 0.00 | 0.00 | 135.63K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 27.61K | SH | $15.00M 5.14% | 0.00 | 0.00 | 27.61K |
APPLE INCSOLE | COM | 63.71K | SH | $14.15M 4.85% | 0.00 | 0.00 | 63.71K |
BOSTON SCIENTIFIC CORPSOLE | COM | 137.19K | SH | $13.84M 4.74% | 0.00 | 0.00 | 137.19K |
MICROSOFT CORPSOLE | COM | 33.11K | SH | $12.43M 4.26% | 0.00 | 0.00 | 33.11K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 92.66K | SH | $8.60M 2.94% | 0.00 | 0.00 | 92.66K |
ISHARES TRSOLE | CORE HIGH DV ETF | 70.67K | SH | $8.56M 2.93% | 0.00 | 0.00 | 70.67K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 102.92K | SH | $8.54M 2.92% | 0.00 | 0.00 | 102.92K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 43.02K | SH | $8.34M 2.86% | 0.00 | 0.00 | 43.02K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 108.41K | SH | $7.99M 2.73% | 0.00 | 0.00 | 108.41K |
FIDELITY COVINGTON TRUSTSOLE | CONSMR STAPLES | 114.42K | SH | $5.89M 2.02% | 0.00 | 0.00 | 114.42K |
BROADCOM INCSOLE | COM | 32.71K | SH | $5.48M 1.87% | 0.00 | 0.00 | 32.71K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 31.72K | SH | $5.27M 1.80% | 0.00 | 0.00 | 31.72K |
NVIDIA CORPORATIONSOLE | COM | 45.96K | SH | $4.98M 1.71% | 0.00 | 0.00 | 45.96K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 28.14K | SH | $4.54M 1.55% | 0.00 | 0.00 | 28.14K |
ALPHABET INCSOLE | CAP STK CL C | 27.53K | SH | $4.32M 1.48% | 0.00 | 0.00 | 27.53K |
AMAZON COM INCSOLE | COM | 20.79K | SH | $3.97M 1.36% | 0.00 | 0.00 | 20.79K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.91K | SH | $3.87M 1.32% | 0.00 | 0.00 | 6.91K |
ISHARES TRSOLE | CORE S&P500 ETF | 6.60K | SH | $3.80M 1.30% | 0.00 | 0.00 | 6.60K |
ISHARES TRSOLE | CORE DIV GRWTH | 55.89K | SH | $3.45M 1.18% | 0.00 | 0.00 | 55.89K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.99K | SH | $3.08M 1.05% | 0.00 | 0.00 | 5.99K |
MERCADOLIBRE INCSOLE | COM | 1.43K | SH | $2.79M 0.95% | 0.00 | 0.00 | 1.43K |
ABBVIE INCSOLE | COM | 13.13K | SH | $2.75M 0.94% | 0.00 | 0.00 | 13.13K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 53.15K | SH | $2.69M 0.92% | 0.00 | 0.00 | 53.15K |
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