Financial Perspectives, Inc

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Minneapolis, MN
CIK
0002003287
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 685 288,482 MDT, VYM, AAPL, MSFT 13F-HR 10/17/2024 000200328724000021
Q2 2024 681 270,794 MDT, VYM, MSFT, VGT 13F-HR 8/9/2024 000200328724000020
Q1 2024 669 263,816 MDT, VYM, MSFT, VGT 13F-HR 4/19/2024 000200328724000018
Q4 2023 706 246,409 MDT, VYM, AAPL, MSFT 13F-HR 2/1/2024 000200328724000017
Q3 2023 705 218,462 MDT, VYM, AAPL, VGT 13F-HR 1/9/2024 000200328724000016
Q2 2023 686 227,314 MDT, VYM, AAPL, VGT 13F-HR 1/9/2024 000200328724000015
Q1 2023 685 209,264 MDT, VYM, AAPL, VGT 13F-HR 1/9/2024 000200328724000014
Q4 2022 691 195,136 MDT, VYM, AAPL, VGT 13F-HR 1/9/2024 000200328724000013
Q3 2022 698 178,353 MDT, VYM, VGT, AAPL 13F-HR 1/9/2024 000200328724000012
Q2 2022 694 177,246 MDT, VYM, VGT, AAPL 13F-HR 1/9/2024 000200328724000011
Q1 2022 689 214,098 MDT, VGT, VYM, AAPL 13F-HR 1/9/2024 000200328724000010
Q4 2021 659 211,469 MDT, VGT, VYM, AAPL 13F-HR 1/9/2024 000200328724000009
Q3 2021 641 198,505 MDT, VYM, VGT, MSFT 13F-HR 1/9/2024 000200328724000008
Q2 2021 652 205,447 MDT, VGT, VYM, MSFT 13F-HR 1/9/2024 000200328724000007
Q1 2021 625 2,012,208 MDT, BSX, JPST, VYM 13F-HR 1/9/2024 000200328724000006
Q4 2020 597 176,047 MDT, VGT, AAPL, VYM 13F-HR 1/9/2024 000200328724000005
Q3 2020 559 151,999 MDT, JPST, AAPL, BSX 13F-HR 1/9/2024 000200328724000004
Q2 2020 547 139,763 MDT, JPST, VYM, BSX 13F-HR 1/9/2024 000200328724000003
Q1 2020 529 123,705 MDT, JPST, ICSH, VYM 13F-HR 1/9/2024 000200328724000002
Q4 2019 514 146,522 JPST, MDT, ICSH, BSX 13F-HR 1/9/2024 000200328724000001