Financial Perspectives, Inc

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), Financial Perspectives, Inc reported 681 stock positions worth $270.8 million. Its top holding was Medtronic (MDT) at 6.7% of the portfolio, followed by Vanguard High DVD Yield ETF (VYM, 5.9%) and Microsoft (MSFT, 5.4%). Compared with Q1 2024, it opened 16 new positions, sold out of 7, added to 144 and reduced 40. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale Medtronic (MDT, shares −2%).

Most Recent 13F
Q2 2026
Location
MINNEAPOLIS, MN
CIK
0002003287
Portfolio Value
$270.8M (Q2 2024)
SEC Filing
0002003287-24-000020 ↗ filed Aug 9, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $263.8M Q1 2024 Q2 2024: $270.8M $270.8M Q2 2024 Q3 2024: $288.5M Q3 2024 Q4 2024: $297.7M Q4 2024 Q1 2025: $292.1M Q1 2025 Q2 2025: $330.8M Q2 2025 Q3 2025: $360.6M Q3 2025 Q4 2025: $371.2M Q4 2025 Q1 2026: $358.2M Q1 2026 Q2 2026: $410.9M Q2 2026

Holdings 681 stocks · $270.8M
MDT Medtronic PLC 6.73% 231,682 $18.2M Reduce -1.6%
VYM Vanguard High DVD Yield ETF 5.89% 134,440 $15.9M Add +0.5%
MSFT Microsoft Corp. 5.45% 33,018 $14.8M Add +0.0%
VGT Vanguard Info Tech ETF 5.06% 23,757 $13.7M Reduce -3.1%
AAPL Apple Inc. 4.96% 63,778 $13.4M Reduce -0.7%
BSX Boston Scientific Corp. 4.22% 148,333 $11.4M Add +1.5%
IVW iShares S&P 500 Growth ETF 3.25% 95,033 $8.8M Add +1.1%
VIG Vanguard Dividend Apprec ETF 2.95% 43,818 $8.0M Reduce -0.3%
VIGI Vanguard Int Div App Indx FD 2.95% 98,200 $8.0M Add +1.7%
HDV iShares Core High Dividend E 2.75% 68,447 $7.4M Reduce -0.0%
VYMI Vanguard Int High DVD YLD Inc. 2.48% 98,173 $6.7M Add +0.6%
AVGO Broadcom Inc. 2.41% 4,071 $6.5M Reduce -0.4%
TSM Taiwan Semiconductor-SP ADR 2.01% 31,392 $5.5M Add +0.0%
NVDA Nvidia Corp. 1.87% 40,967 $5.1M Add +0.2%
FSTA Fidelity MSCI Cons Stap Indx 1.87% 106,715 $5.1M Add +2.6%
GOOG Alphabet Inc. Class C 1.85% 27,363 $5.0M Add +0.0%
FTEC Fidelity MSCI Info Tech Indx 1.74% 27,490 $4.7M Reduce -1.4%
AMZN Amazon.com Inc. 1.45% 20,283 $3.9M No change
SPY SS SPDR S&P 500 ETF Trust-US 1.27% 6,312 $3.4M Add +1.6%
IVV iShares Core S&P 500 ETF 1.23% 6,065 $3.3M Add +0.6%
VOO Vanguard S&P 500 ETF 1.06% 5,757 $2.9M No change
DGRO iShares Core Dividend Growth 1.01% 47,445 $2.7M Add +2.5%
JPST JPMorgan Ultra-Short Income 0.92% 49,375 $2.5M Reduce -50.2%
MELI MercadoLibre Inc. 0.87% 1,427 $2.3M No change
UNH Unitedhealth Group Inc. 0.81% 4,299 $2.2M Add +0.1%
ABBV Abbvie Inc. 0.77% 12,204 $2.1M Add +0.0%
VDC Vanguard Consumer Staple ETF 0.75% 9,947 $2.0M Add +3.4%
META Meta Platforms Inc. Class A 0.73% 3,938 $2.0M Reduce -0.6%
JPM JPMorgan Chase & Co. 0.68% 9,126 $1.8M Add +0.1%
IYW iShares Ustechnology ETF 0.66% 11,856 $1.8M Add +0.2%
IDV iShares International Select 0.63% 61,535 $1.7M Add +3.4%
ASML ASML Holding NV-NY Reg SHS 0.63% 1,660 $1.7M No change
NVO Novo-Nordisk A/S-Spons ADR 0.60% 11,360 $1.6M No change
MMM 3M Co. 0.58% 15,335 $1.6M Add +1.1%
CGGR Cap Group Growth Equity 0.58% 47,369 $1.6M No change
TSLA Tesla Inc. 0.57% 7,737 $1.5M Add +1.5%
QQQ Invesco QQQ Trust Series 1 0.53% 3,023 $1.4M Reduce -38.7%
FENY Fidelity MSCI Energy Index 0.51% 54,732 $1.4M Add +0.1%
SHOP Shopify Inc. Class A 0.44% 18,222 $1.2M Add +20.0%
JNJ Johnson & Johnson 0.42% 7,800 $1.1M No change
IWF iShares Russell 1000 Growth 0.42% 3,116 $1.1M Add +2.9%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.42% 38,354 $1.1M Add +11.1%
GIS General Mills Inc. 0.41% 17,743 $1.1M No change
AMGN Amgen Inc. 0.40% 3,478 $1.1M Add +0.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.39% 6,578 $1.1M Add +1.5%
BRK.B Berkshire Hathaway Inc. Class B 0.38% 2,543 $1.0M No change
BIPC Brookfield Infrastructure-A 0.36% 29,361 $988K Add +0.0%
SE Sea Ltd.-ADR 0.35% 13,329 $952K No change
VDE Vanguard Energy ETF 0.33% 6,910 $881K No change
ABT Abbott Laboratories 0.32% 8,468 $880K No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.31% 24,230 $849K No change
USB US Bancorp 0.29% 19,772 $785K Add +0.1%
IETC iShares U.S. Tech Independen 0.29% 10,386 $781K Add +2.6%
VHT Vanguard Health Care ETF 0.29% 2,922 $777K Add +13.3%
VNQ Vanguard Real Estate ETF 0.28% 9,207 $771K No change
VEA Vanguard Ftse Developed ETF 0.28% 15,554 $769K No change
SMH Vaneck Semiconductor ETF 0.26% 2,693 $702K Reduce -12.5%
COST Costco Wholesale Corp. 0.24% 775 $659K No change
VTI VG Morningstar TS MKT ETF-US 0.24% 2,380 $637K No change
HON Honeywell International Inc. 0.23% 2,937 $627K No change
XOM Exxon Mobil Corp. 0.22% 5,258 $605K Add +0.0%
HD Home Depot Inc. 0.22% 1,749 $602K Add +0.1%
IFRA iShares US Infrastructure 0.21% 13,634 $574K Add +0.0%
CMCSA Comcast Corp. Class A 0.21% 14,601 $572K Add +7.9%
ORCL Oracle Corp. 0.20% 3,919 $553K No change
GILD Gilead Sciences Inc. 0.20% 8,054 $553K Add +0.0%
GOOGL Alphabet Inc. Class A 0.20% 2,966 $540K Add +0.0%
PFE Pfizer Inc. 0.20% 19,281 $539K Add +0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.19% 5,259 $522K Reduce -0.8%
MA Mastercard Inc. Class A 0.19% 1,183 $522K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.18% 1,312 $491K Add +0.7%
HDB HDFC Bank Ltd.-ADR 0.18% 7,568 $487K Add +159.0%
ISRG Intuitive Surgical Inc. 0.18% 1,091 $485K No change
IWM iShares Russell 2000 ETF 0.18% 2,372 $481K Add +10.3%
SRE Sempra 0.17% 6,087 $463K Add +0.7%
VCR Vanguard Consumer Discre ETF 0.17% 1,475 $461K Add +6.3%
CNQ Canadian Natural Resources 0.17% 12,800 $456K Add +0.2%
IEMG iShares Core MSCI Emerging 0.17% 8,490 $454K Reduce -32.9%
IJR iShares Core S&P Small-Cap E 0.17% 4,259 $454K Add +5.4%
EFV iShares MSCI Eafe Value ETF 0.16% 8,018 $425K Add +0.8%
TGT Target Corp. 0.15% 2,826 $418K No change
TDIV FT Nasdaq Tech DVD Index FD 0.15% 5,474 $414K Add +0.1%
MU Micron Technology Inc. 0.15% 3,011 $396K Add +0.0%
CGW Invesco S&P Global Water Ind 0.15% 7,151 $395K No change
BN Brookfield Corp. 0.15% 9,494 $394K No change
QCOM Qualcomm Inc. 0.15% 1,977 $394K No change
EFG iShares MSCI Eafe Growth ETF 0.15% 3,847 $394K Reduce -0.1%
SCHD Schwab US DVD Equity ETF 0.14% 5,001 $389K Add +0.6%
NOW ServiceNow Inc. 0.14% 478 $376K No change
MO Altria Group Inc. 0.14% 8,229 $375K Add +1.0%
IEFA iShares Core MSCI Eafe ETF 0.14% 5,061 $368K Add +19.5%
T AT&T Inc. 0.13% 18,827 $360K Add +6.0%
EFAV iShares MSCI Eafe Min Vol Fa 0.13% 5,185 $360K Add +0.4%
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.13% 27,664 $357K Add +8.1%
CAT Caterpillar Inc. 0.13% 1,048 $349K No change
VWO Vanguard Ftse Emerging Marke 0.13% 7,962 $348K Reduce -6.2%
DFE Wisdomtree Eur S/C Dividend 0.13% 5,747 $342K Add +1.6%
AMD Advanced Micro Devices 0.13% 2,097 $340K Reduce -0.8%
IGRO iShares Intl Div Growth ETF 0.12% 5,009 $338K Add +0.8%
VALE Vale SA-SP ADR 0.12% 30,074 $336K No change

Show all 681 holdings

Portfolio Sells Q1 2024 → Q2 2024
MDT Medtronic PLC Reduce -1.6% 6.73% −1.04
JPST JPMorgan Ultra-Short Income Reduce -50.2% 0.92% −0.98
QQQ Invesco QQQ Trust Series 1 Reduce -38.7% 0.53% −0.30
VUSB Vanguard Ultra Short Bond Et Reduce -90.8% 0.02% −0.19
DEW Wisdomtree Global High Divid Sold out 0.00% −0.12
HDV iShares Core High Dividend E Reduce -0.0% 2.75% −0.11
VIG Vanguard Dividend Apprec ETF Reduce -0.3% 2.95% −0.09
IEMG iShares Core MSCI Emerging Reduce -32.9% 0.17% −0.08
GBTC Grayscale Bitcoin Trust ETF Reduce -83.3% 0.01% −0.06
DIS The Walt Disney Co. Reduce -0.8% 0.19% −0.05
AMD Advanced Micro Devices Reduce -0.8% 0.13% −0.02
DHR Danaher Corp. Sold out 0.00% −0.01
IJH iShares Core S&P Midcap ETF Reduce -1.6% 0.11% −0.01
SOLV Solventum Corp. Reduce -6.2% 0.07% −0.01
EFG iShares MSCI Eafe Growth ETF Reduce -0.1% 0.15% −0.01
PTBD Pacer Trendpilot US Bond ETF Reduce -17.1% 0.02% −0.01
VWO Vanguard Ftse Emerging Marke Reduce -6.2% 0.13% −0.01
AGG iShares Core U.S. Aggregate Reduce -42.7% 0.01% −0.01
XLRE SS Real Estate Select Sector Reduce -52.8% 0.00% −0.00
WBD Warner Bros Discovery Inc. Reduce -8.7% 0.01% −0.00
DAL Delta Air Lines Inc. Reduce -3.6% 0.05% −0.00
SMH Vaneck Semiconductor ETF Reduce -12.5% 0.26% −0.00
ACMR Acm Research Inc. Class A Sold out 0.00% −0.00
ASAN Asana Inc. Class A Reduce -36.4% 0.00% −0.00
TITN Titan Machinery Inc. Sold out 0.00% −0.00
USMV iShares MSCI USA Min Vol Fac Reduce -4.5% 0.02% −0.00
GEV GE Vernova Inc. Reduce -1.8% 0.02% −0.00
LUMN Lumen Technologies Inc. Reduce -1.9% 0.00% −0.00
RNG Ringcentral Inc. Class A Reduce -88.4% 0.00% −0.00
PRLB Proto Labs Inc. Sold out 0.00% −0.00
RIVN Rivian Automotive Inc. Class A Reduce -27.0% 0.00% −0.00
NOK Nokia Corp.-Spon ADR Reduce -69.0% 0.00% −0.00
HLTHQ Cue Health Inc. Sold out 0.00% 0.00
GRAL Grail Inc. Reduce -4.3% 0.00% 0.00
LICYQ Li-Cycle Holdings Corp. Reduce -0.3% 0.00% 0.00
NIO Nio Inc. - ADR Reduce -3.3% 0.00% 0.00
NLOP Net Lease Office Property Reduce -50.0% 0.00% 0.00
NIKOLA CORP Sold out 0.00% 0.00
SPCE Virgin Galactic Holdings Inc. Reduce -19.2% 0.00% 0.00
IUSG iShares Core S&P U.S. Growth Reduce -2.5% 0.10% +0.00
WMT Walmart Inc. Reduce -5.6% 0.11% +0.00
META Meta Platforms Inc. Class A Reduce -0.6% 0.73% +0.00
CSR Centerspace Reduce -3.9% 0.09% +0.01
FTEC Fidelity MSCI Info Tech Indx Reduce -1.4% 1.74% +0.10
VGT Vanguard Info Tech ETF Reduce -3.1% 5.06% +0.19
AVGO Broadcom Inc. Reduce -0.4% 2.41% +0.36
AAPL Apple Inc. Reduce -0.7% 4.96% +0.79

Portfolio Buys Q1 2024 → Q2 2024
NVDA Nvidia Corp. Add +0.2% 1.87% +0.47
BSX Boston Scientific Corp. Add +1.5% 4.22% +0.42
TSM Taiwan Semiconductor-SP ADR Add +0.0% 2.01% +0.40
GOOG Alphabet Inc. Class C Add +0.0% 1.85% +0.27
IVW iShares S&P 500 Growth ETF Add +1.1% 3.25% +0.24
MSFT Microsoft Corp. Add +0.0% 5.45% +0.18
HDB HDFC Bank Ltd.-ADR Add +159.0% 0.18% +0.12
WOLF Wolfspeed Inc. Add +299.9% 0.09% +0.06
TSLA Tesla Inc. Add +1.5% 0.57% +0.06
IYW iShares Ustechnology ETF Add +0.2% 0.66% +0.05
FBTC Fidelity Wise Origin Bitcoin New 0.05% +0.05
CGGO Cap Group Global Growth Add +11.1% 0.42% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +1.6% 1.27% +0.04
IWF iShares Russell 1000 Growth Add +2.9% 0.42% +0.03
GOOGL Alphabet Inc. Class A Add +0.0% 0.20% +0.03
AMGN Amgen Inc. Add +0.1% 0.40% +0.03
IVV iShares Core S&P 500 ETF Add +0.6% 1.23% +0.02
VHT Vanguard Health Care ETF Add +13.3% 0.29% +0.02
IEFA iShares Core MSCI Eafe ETF Add +19.5% 0.14% +0.02
IETC iShares U.S. Tech Independen Add +2.6% 0.29% +0.02
NU Nu Holdings Ltd./Cayman Isl-A Add +8.1% 0.13% +0.02
CARR Carrier Global Corp. Add +8.6% 0.12% +0.01
JMST JPM Ultra-Short Muni Income New 0.01% +0.01
T AT&T Inc. Add +6.0% 0.13% +0.01
FRI First Trust S&P REIT Index F New 0.01% +0.01
VT Vanguard Tot World STK ETF Add +15.2% 0.11% +0.01
CRM Salesforce Inc. Add +197.3% 0.02% +0.01
MU Micron Technology Inc. Add +0.0% 0.15% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +0.7% 0.18% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +72.3% 0.03% +0.01
PAGS Pagseguro Digital Ltd. Class A Add +41.0% 0.09% +0.01
TDIV FT Nasdaq Tech DVD Index FD Add +0.1% 0.15% +0.01
BOTZ Global X Robotics & Artifici Add +24.2% 0.06% +0.01
FELC Fidelity Enh LRG Cap Cor ETF Add +12.0% 0.06% +0.01
XLV SS Health Care Select Sector New 0.01% +0.01
FIW First Trust Water ETF Add +21.2% 0.05% +0.01
IWM iShares Russell 2000 ETF Add +10.3% 0.18% +0.01
SRE Sempra Add +0.7% 0.17% +0.01
CGDV Cap Group Dividend Value Add +6.3% 0.10% +0.00
TT Trane Technologies PLC Add +12.5% 0.03% +0.00
IXN iShares Global Tech ETF Add +0.2% 0.06% +0.00
DG Dollar General Corp. New 0.00% +0.00
WHR Whirlpool Corp. New 0.00% +0.00
MO Altria Group Inc. Add +1.0% 0.14% +0.00
UI Ubiquiti Inc. New 0.00% +0.00
VCR Vanguard Consumer Discre ETF Add +6.3% 0.17% +0.00
BAC Bank of America Corp. Add +0.2% 0.12% +0.00
UNH Unitedhealth Group Inc. Add +0.1% 0.81% +0.00
VB Vanguard Most SM-Cap ETF-Usd Add +44.2% 0.01% +0.00
XLK SS Technology Select Sector Add +0.2% 0.04% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 727$410.9MVGT, VYM, AAPL, MDT, TSM
Q1 2026 715$358.2MVYM, VGT, MDT, AAPL, VYMI
Q4 2025 713$371.2MVGT, MDT, VYM, AAPL, MSFT
Q3 2025 722$360.6MMDT, VGT, VYM, MSFT, AAPL
Q2 2025 721$330.8MMDT, VGT, VYM, MSFT, BSX
Q1 2025 716$292.1MMDT, VYM, VGT, AAPL, BSX
Q4 2024 723$297.7MMDT, VYM, VGT, AAPL, MSFT
Q3 2024 685$288.5MMDT, VYM, AAPL, MSFT, VGT
Q2 2024 681$270.8MMDT, VYM, MSFT, VGT, AAPL
Q1 2024 669$263.8MMDT, VYM, MSFT, VGT, AAPL