Financial Perspectives, Inc

13F Filings History

Latest 13F report
Q3 2024 - Oct 17, 2024
Value $
$288M
Signature - Title
Nicole Wilken - Chief Compliance Officer
Location
Minneapolis, MN
Summary
This page shows a list of all the recent 13F filings made by Financial Perspectives, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Perspectives, Inc reported 685 stock holdings with total value $288M as of Q3 2024. Top holdings included MDT, VYM, AAPL, MSFT, and VGT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 685 $288M +$9.27M -$2.78M +$6.49M MDT, VYM, AAPL, MSFT, VGT 13F-HR 10/17/2024, 12:10 PM
Q2 2024 681 $271M +$7.9M -$5.8M +$2.1M MDT, VYM, MSFT, VGT, AAPL 13F-HR 8/9/2024, 01:17 PM
Q1 2024 669 $264M +$3.82M -$5.3M -$1.48M MDT, VYM, MSFT, VGT, AAPL 13F-HR 4/19/2024, 04:42 PM
Q4 2023 704 $246M +$5.94M -$1.3M +$4.63M MDT, VYM, AAPL, MSFT, VGT 13F-HR 2/1/2024, 04:42 PM
Q3 2023 705 $218M +$5.39M -$2.4M +$2.98M MDT, VYM, AAPL, VGT, MSFT 13F-HR 1/9/2024, 08:25 PM
Q2 2023 686 $227M +$4.95M -$1.6M +$3.35M MDT, VYM, AAPL, VGT, MSFT 13F-HR 1/9/2024, 08:19 PM
Q1 2023 684 $209M +$3.21M -$3.5M -$291K MDT, VYM, AAPL, VGT, MSFT 13F-HR 1/9/2024, 08:15 PM
Q4 2022 686 $195M +$15.4M -$9.49M +$5.91M MDT, VYM, AAPL, VGT, MSFT 13F-HR 1/9/2024, 08:12 PM
Q3 2022 697 $178M +$18M -$2.48M +$15.6M MDT, VYM, VGT, AAPL, MSFT 13F-HR 1/9/2024, 08:08 PM
Q2 2022 694 $177M +$6.23M -$4.54M +$1.69M MDT, VYM, VGT, AAPL, MSFT 13F-HR 1/9/2024, 08:00 PM
Q1 2022 689 $214M +$12.2M -$882K +$11.3M MDT, VGT, VYM, AAPL, MSFT 13F-HR 1/9/2024, 07:55 PM
Q4 2021 650 $211M +$12.6M -$6.12M +$6.53M MDT, VGT, VYM, AAPL, MSFT 13F-HR 1/9/2024, 07:52 PM
Q3 2021 641 $199M +$5.69M -$9.21M -$3.53M MDT, VYM, VGT, MSFT, AAPL 13F-HR 1/9/2024, 07:46 PM
Q2 2021 652 $205M +$1.4M -$91.2M -$89.8M MDT, VGT, VYM, MSFT, AAPL 13F-HR 1/9/2024, 07:42 PM
Q1 2021 625 $93.3M $0 $0 IDV, T, IEIH, JAMF, GMAB 13F-HR 1/9/2024, 07:35 PM
Q4 2020 597 $176M +$25.8M -$11.9M +$13.9M MDT, VGT, AAPL, VYM, MSFT 13F-HR 1/9/2024, 07:30 PM
Q3 2020 559 $152M +$12.2M -$5.83M +$6.4M MDT, JPST, AAPL, BSX, VGT 13F-HR 1/9/2024, 07:22 PM
Q2 2020 546 $140M +$8.97M -$8.68M +$286K MDT, JPST, VYM, BSX, MSFT 13F-HR 1/9/2024, 07:15 PM
Q1 2020 529 $124M +$13.5M -$13.9M -$413K MDT, JPST, ICSH, VYM, BSX 13F-HR 1/9/2024, 07:12 PM
Q4 2019 513 $147M $0 $0 JPST, MDT, ICSH, BSX, VYM 13F-HR 1/9/2024, 06:52 PM