Notify me when Financial Perspectives, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 714 | $371,183,572 | +$8,351,984 | -$3,411,620 | +$4,940,364 | VGT, MDT, VYM, AAPL, MSFT | 13F-HR | 28 Jan 2026, 12:10 |
| Q3 2025 | 724 | $360,631,867 | +$6,746,609 | -$3,372,080 | +$3,374,529 | MDT, VGT, VYM, MSFT, AAPL | 13F-HR | 22 Oct 2025, 12:55 |
| Q2 2025 | 724 | $330,793,202 | +$12,235,327 | -$3,744,265 | +$8,491,062 | MDT, VGT, VYM, MSFT, BSX | 13F-HR | 29 Jul 2025, 18:34 |
| Q1 2025 | 719 | $292,101,600 | +$5,808,299 | -$3,558,307 | +$2,249,992 | MDT, VYM, VGT, AAPL, BSX | 13F-HR | 18 Apr 2025, 15:40 |
| Q4 2024 | 726 | $297,736,049 | +$12,330,896 | -$5,443,544 | +$6,887,352 | MDT, VYM, VGT, AAPL, MSFT | 13F-HR | 31 Jan 2025, 19:45 |
| Q3 2024 | 685 | $288,482,116 | +$9,271,146 | -$2,780,708 | +$6,490,438 | MDT, VYM, AAPL, MSFT, VGT | 13F-HR | 17 Oct 2024, 12:10 |
| Q2 2024 | 681 | $270,794,681 | +$7,895,641 | -$5,797,136 | +$2,098,505 | MDT, VYM, MSFT, VGT, AAPL | 13F-HR | 09 Aug 2024, 13:17 |
| Q1 2024 | 669 | $263,816,412 | +$3,821,233 | -$5,300,021 | -$1,478,788 | MDT, VYM, MSFT, VGT, AAPL | 13F-HR | 19 Apr 2024, 16:42 |
| Q4 2023 | 704 | $246,409,264 | +$5,936,470 | -$1,301,693 | +$4,634,777 | MDT, VYM, AAPL, MSFT, VGT | 13F-HR | 01 Feb 2024, 16:42 |
| Q3 2023 | 705 | $218,462,509 | +$5,386,790 | -$2,401,991 | +$2,984,799 | MDT, VYM, AAPL, VGT, MSFT | 13F-HR | 09 Jan 2024, 20:25 |
| Q2 2023 | 686 | $227,314,750 | +$4,950,849 | -$1,599,950 | +$3,350,899 | MDT, VYM, AAPL, VGT, MSFT | 13F-HR | 09 Jan 2024, 20:19 |
| Q1 2023 | 684 | $209,264,054 | +$3,212,167 | -$3,503,297 | -$291,130 | MDT, VYM, AAPL, VGT, MSFT | 13F-HR | 09 Jan 2024, 20:15 |
| Q4 2022 | 686 | $195,136,531 | +$15,395,180 | -$9,485,685 | +$5,909,495 | MDT, VYM, AAPL, VGT, MSFT | 13F-HR | 09 Jan 2024, 20:12 |
| Q3 2022 | 697 | $178,353,098 | +$18,045,304 | -$2,476,698 | +$15,568,606 | MDT, VYM, VGT, AAPL, MSFT | 13F-HR | 09 Jan 2024, 20:08 |
| Q2 2022 | 694 | $177,246,199 | +$6,227,669 | -$4,539,500 | +$1,688,169 | MDT, VYM, VGT, AAPL, MSFT | 13F-HR | 09 Jan 2024, 20:00 |
| Q1 2022 | 689 | $214,098,426 | +$12,157,386 | -$882,465 | +$11,274,921 | MDT, VGT, VYM, AAPL, MSFT | 13F-HR | 09 Jan 2024, 19:55 |
| Q4 2021 | 650 | $211,468,990 | +$12,645,626 | -$6,120,003 | +$6,525,623 | MDT, VGT, VYM, AAPL, MSFT | 13F-HR | 09 Jan 2024, 19:52 |
| Q3 2021 | 641 | $198,505,755 | +$5,685,042 | -$9,211,887 | -$3,526,845 | MDT, VYM, VGT, MSFT, AAPL | 13F-HR | 09 Jan 2024, 19:46 |
| Q2 2021 | 652 | $205,447,769 | +$1,403,880 | -$91,203,681 | -$89,799,801 | MDT, VGT, VYM, MSFT, AAPL | 13F-HR | 09 Jan 2024, 19:42 |
| Q1 2021 | 625 | $93,282,000 | $0 | $0 | $0 | IDV, T, IEIH, JAMF, GMAB | 13F-HR | 09 Jan 2024, 19:35 |
| Q4 2020 | 597 | $176,046,772 | +$25,815,702 | -$11,891,210 | +$13,924,492 | MDT, VGT, AAPL, VYM, MSFT | 13F-HR | 09 Jan 2024, 19:30 |
| Q3 2020 | 559 | $151,999,653 | +$12,220,412 | -$5,825,335 | +$6,395,077 | MDT, JPST, AAPL, BSX, VGT | 13F-HR | 09 Jan 2024, 19:22 |
| Q2 2020 | 546 | $139,763,989 | +$8,967,122 | -$8,680,628 | +$286,494 | MDT, JPST, VYM, BSX, MSFT | 13F-HR | 09 Jan 2024, 19:15 |
| Q1 2020 | 529 | $123,697,336 | +$13,479,102 | -$13,892,240 | -$413,138 | MDT, JPST, ICSH, VYM, BSX | 13F-HR | 09 Jan 2024, 19:12 |
| Q4 2019 | 513 | $146,522,352 | $0 | $0 | $0 | JPST, MDT, ICSH, BSX, VYM | 13F-HR | 09 Jan 2024, 18:52 |