FP
| |
Financial Perspectives, Inc13F | |
| Financial Perspectives, Inc | |
| Last update 2025-04-18 | 716 Stocks (8 new) |
| Value $292.00 Mil | Turnover 2 % |
Financial Perspectives, Inc Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MDT | Medtronic PLC | 222,979 | 20,036.9 | -1.81% | 6.860 | -0.11% | 0.020 | +9.39% | +14.01% | 114,814.1 | Medical Devices & Instruments | |
VYM |
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
| 135,633 | 17,686.1 | -0.22% | 6.060 | -0.01% | 0.030 | +12.20% | +6.97% | 58,807.4 | ||
VGT | Vanguard Information Technology ETF | 27,607 | 15,000.8 | +4.11% | 5.140 | +0.20% | 0.020 | +35.75% | +10.51% | 87,513.6 | ||
AAPL | Apple Inc | 63,707 | 14,154.9 | -1.45% | 4.850 | -0.08% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
BSX | Boston Scientific Corp | 137,192 | 13,839.9 | -5.33% | 4.740 | -0.23% | 0.010 | +8.96% | +16.03% | 153,329.8 | Medical Devices & Instruments | |
MSFT | Microsoft Corp | 33,110 | 12,431.9 | -1.27% | 4.260 | -0.06% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
IVW | iShares S&P 500 Growth ETF | 92,656 | 8,601.3 | -0.85% | 2.940 | -0.03% | 0.020 | +27.10% | +10.87% | 61,778.2 | ||
HDV | iShares Core High Dividend ETF | 70,672 | 8,559.7 | +0.70% | 2.930 | +0.02% | 0.070 | +5.69% | +7.44% | 11,140.4 | ||
VIGI |
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
| 102,917 | 8,536.0 | +4.04% | 2.920 | +0.11% | 0.110 | +7.76% | +11.75% | 8,204.1 | ||
VIG | Vanguard Dividend Appreciation FTF | 43,016 | 8,344.7 | -2.07% | 2.860 | -0.06% | 0.010 | +12.58% | +6.21% | 89,349.2 |
Financial Perspectives, Inc's Historical Top Holdings Breakdowns
Financial Perspectives, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSX | Boston Scientific Corp | 2025-03-31 | Reduce Reduce | -0.23% | 89.38 ($100.7) 106.18 | $103.64 | 2.92% | Reduce -5.33% | 137,192 | -7,728 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | Add Add | +0.21% | 50.39 ($50.51) 50.66 | $50.60 | 0.18% | Add 29.65% | 53,152 | 12,156 | |
VYMI |
Vanguard International High Dividend Yield ETF
Vanguard International High Dividend Yield ETF
| 2025-03-31 | Add Add | +0.20% | 67.08 ($71.8) 76.14 | $80.12 | 11.59% | Add 7.9% | 108,410 | 7,933 | |
VGT | Vanguard Information Technology ETF | 2025-03-31 | Add Add | +0.20% | 542.38 ($602.71) 646.34 | $685.53 | 13.74% | Add 4.11% | 27,607 | 1,090 | |
MDT | Medtronic PLC | 2025-03-31 | Reduce Reduce | -0.11% | 79.84 ($89.48) 94.5 | $89.61 | 0.15% | Reduce -1.81% | 222,979 | -4,117 | |
VIGI |
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
| 2025-03-31 | Add Add | +0.11% | 78.97 ($83.11) 85.82 | $88.30 | 6.24% | Add 4.04% | 102,917 | 3,994 | |
COST | Costco Wholesale Corp | 2025-03-31 | Add Add | +0.10% | 890.62 ($974.97) 1076.86 | $950.95 | -2.46% | Add 37.42% | 1,120 | 305 | |
TDIV |
First Trust NASDAQ Technology Dividend Index Fund
First Trust NASDAQ Technology Dividend Index Fund
| 2025-03-31 | Add Add | +0.10% | 73.39 ($79.19) 83.95 | $92.29 | 16.54% | Add 68.11% | 9,685 | 3,924 | |
DGRO | iShares Core Dividend Growth ETF | 2025-03-31 | Add Add | +0.09% | 60.46 ($62.66) 64.42 | $64.76 | 3.35% | Add 8.22% | 55,887 | 4,247 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.09% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Add 7.7% | 6,912 | 494 |
Financial Perspectives, Inc Total Holding History ($B)
Financial Perspectives, Inc's Asset Allocation
Financial Perspectives, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Financial Perspectives, Inc's Hypothetical Growth since 2025-03-31
Financial Perspectives, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Financial Perspectives, Inc's Holdings Heat Map
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Financial Perspectives, Inc's Holdings Bubble Chart
Financial Perspectives, Inc News
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