Financial Perspectives, Inc Q1 2025 Filing
Filed April 18, 2025
Portfolio Value
$292.1B
Holdings
724
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (724 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MDTMEDTRONIC PLC | 222,979 | $20.0B | 6.86% | |
| 2 | VYMVANGUARD WHITEHALL FDS | 135,633 | $17.7B | 6.05% | |
| 3 | VGTVANGUARD WORLD FD | 27,607 | $15.0B | 5.14% | |
| 4 | AAPLAPPLE INC | 63,707 | $14.2B | 4.85% | |
| 5 | BSXBOSTON SCIENTIFIC CORP | 137,192 | $13.8B | 4.74% | |
| 6 | MSFTMICROSOFT CORP | 33,110 | $12.4B | 4.26% | |
| 7 | IVWISHARES TR | 92,656 | $8.6B | 2.94% | |
| 8 | HDVISHARES TR | 70,672 | $8.6B | 2.93% | |
| 9 | VIGIVANGUARD WHITEHALL FDS | 102,917 | $8.5B | 2.92% | |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 43,016 | $8.3B | 2.86% | |
| 11 | VYMIVANGUARD WHITEHALL FDS | 108,410 | $8.0B | 2.73% | |
| 12 | FSTAFIDELITY COVINGTON TRUST | 114,419 | $5.9B | 2.02% | |
| 13 | AVGOBROADCOM INC | 32,711 | $5.5B | 1.87% | |
| 14 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 31,719 | $5.3B | 1.80% | |
| 15 | NVDANVIDIA CORPORATION | 45,958 | $5.0B | 1.71% | |
| 16 | FTECFIDELITY COVINGTON TRUST | 28,142 | $4.5B | 1.55% | |
| 17 | GOOGALPHABET INC | 27,528 | $4.3B | 1.48% | |
| 18 | AMZNAMAZON COM INC | 20,785 | $4.0B | 1.36% | |
| 19 | SPYSPDR S&P 500 ETF TR | 6,912 | $3.9B | 1.32% | |
| 20 | IVVISHARES TR | 6,600 | $3.8B | 1.30% | |
| 21 | DGROISHARES TR | 55,887 | $3.5B | 1.18% | |
| 22 | VOOVANGUARD INDEX FDS | 5,986 | $3.1B | 1.05% | |
| 23 | MLB1MERCADOLIBRE INC | 1,429 | $2.8B | 0.95% | |
| 24 | ABBVABBVIE INC | 13,135 | $2.8B | 0.94% | |
| 25 | JPSTJ P MORGAN EXCHANGE TRADED F | 53,152 | $2.7B | 0.92% | |
| 26 | VDCVANGUARD WORLD FD | 11,632 | $2.5B | 0.87% | |
| 27 | METAMETA PLATFORMS INC | 4,212 | $2.4B | 0.83% | |
| 28 | JPMJPMORGAN CHASE & CO. | 9,715 | $2.4B | 0.82% | |
| 29 | UNHUNITEDHEALTH GROUP INC | 4,461 | $2.3B | 0.80% | |
| 30 | TSLATESLA INC | 8,657 | $2.2B | 0.77% | |
| 31 | MMM3M CO | 14,024 | $2.1B | 0.71% | |
| 32 | IDV*ISHARES TR | 58,729 | $1.8B | 0.62% | |
| 33 | SHOPSHOPIFY INC | 18,222 | $1.7B | 0.60% | |
| 34 | SESEA LTD | 13,282 | $1.7B | 0.59% | |
| 35 | IYWISHARES TR | 12,067 | $1.7B | 0.58% | |
| 36 | CGGRCAPITAL GROUP GROWTH ETF | 48,308 | $1.7B | 0.57% | |
| 37 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,798 | $1.5B | 0.52% | |
| 38 | CGGOCAPITAL GROUP GBL GROWTH EQT | 51,364 | $1.5B | 0.50% | |
| 39 | FENYFIDELITY COVINGTON TRUST | 54,806 | $1.4B | 0.48% | |
| 40 | NDQINVESCO QQQ TR | 2,837 | $1.3B | 0.46% | |
| 41 | JNJJOHNSON & JOHNSON | 7,985 | $1.3B | 0.45% | |
| 42 | IWFISHARES TR | 3,261 | $1.2B | 0.40% | |
| 43 | VTVVANGUARD INDEX FDS | 6,667 | $1.2B | 0.39% | |
| 44 | ASMLASML HOLDING N V | 1,717 | $1.1B | 0.39% | |
| 45 | ABTABBOTT LABS | 8,468 | $1.1B | 0.38% | |
| 46 | AMGNAMGEN INC | 3,576 | $1.1B | 0.38% | |
| 47 | GISGENERAL MLS INC | 18,262 | $1.1B | 0.37% | |
| 48 | COSTCOSTCO WHSL CORP NEW | 1,120 | $1.1B | 0.36% | |
| 49 | VDEVANGUARD WORLD FD | 6,971 | $904.2M | 0.31% | |
| 50 | GILDGILEAD SCIENCES INC | 8,054 | $902.5M | 0.31% | |
| 51 | VHTVANGUARD WORLD FD | 3,311 | $876.6M | 0.30% | |
| 52 | FNDFSCHWAB STRATEGIC TR | 24,230 | $875.7M | 0.30% | |
| 53 | VEAVANGUARD TAX-MANAGED FDS | 17,197 | $874.1M | 0.30% | |
| 54 | VNQVANGUARD INDEX FDS | 9,505 | $860.6M | 0.29% | |
| 55 | USBUS BANCORP DEL | 20,137 | $850.2M | 0.29% | |
| 56 | IETCISHARES U S ETF TR | 10,245 | $815.5M | 0.28% | |
| 57 | SCHDSCHWAB STRATEGIC TR | 28,185 | $788.1M | 0.27% | |
| 58 | NVONOVO-NORDISK A S | 11,256 | $781.6M | 0.27% | |
| 59 | TDIVFIRST TR EXCHANGE TRADED FD | 9,685 | $712.9M | 0.24% | |
| 60 | HDBHDFC BANK LTD | 10,633 | $706.5M | 0.24% | |
| 61 | RBRKRUBRIK INC. | 11,205 | $683.3M | 0.23% | |
| 62 | HDHOME DEPOT INC | 1,774 | $650.3M | 0.22% | |
| 63 | VTIVANGUARD INDEX FDS | 2,336 | $641.9M | 0.22% | |
| 64 | IWMISHARES TR | 3,181 | $634.6M | 0.22% | |
| 65 | ORCLORACLE CORP | 4,534 | $634.0M | 0.22% | |
| 66 | GOOGLALPHABET INC | 4,096 | $633.3M | 0.22% | |
| 67 | VCRVANGUARD WORLD FD | 1,935 | $630.0M | 0.22% | |
| 68 | HONHONEYWELL INTL INC | 2,974 | $629.8M | 0.22% | |
| 69 | MAMASTERCARD INCORPORATED | 1,137 | $629.5M | 0.22% | |
| 70 | IFRAISHARES TR | 13,635 | $614.6M | 0.21% | |
| 71 | TAT&T INC | 20,173 | $570.5M | 0.20% | |
| 72 | SMHVANECK ETF TRUST | 2,693 | $569.5M | 0.19% | |
| 73 | CMCSACOMCAST CORP NEW | 15,331 | $565.7M | 0.19% | |
| 74 | DISDISNEY WALT CO | 5,583 | $551.1M | 0.19% | |
| 75 | XOMEXXON MOBIL CORP | 4,605 | $547.7M | 0.19% | |
| 76 | ISRGINTUITIVE SURGICAL INC | 1,091 | $540.3M | 0.18% | |
| 77 | EFVISHARES TR | 8,643 | $509.4M | 0.17% | |
| 78 | IJRISHARES TR | 4,808 | $502.8M | 0.17% | |
| 79 | CRCCANADIAN NAT RES LTD | 16,244 | $500.3M | 0.17% | |
| 80 | BNBROOKFIELD CORP | 9,494 | $497.6M | 0.17% | |
| 81 | MOALTRIA GROUP INC | 8,069 | $484.3M | 0.17% | |
| 82 | IEMGISHARES INC | 8,861 | $478.3M | 0.16% | |
| 83 | VVISA INC | 1,353 | $474.3M | 0.16% | |
| 84 | AQLTISHARES TR | 6,230 | $471.3M | 0.16% | |
| 85 | BIPCBROOKFIELD INFRASTRUCTURE CO | 12,852 | $465.1M | 0.16% | |
| 86 | PFEPFIZER INC | 18,288 | $463.4M | 0.16% | |
| 87 | IMCBISHARES TR | 5,895 | $436.7M | 0.15% | |
| 88 | NOWSERVICENOW INC | 545 | $433.9M | 0.15% | |
| 89 | SRESEMPRA | 6,057 | $432.2M | 0.15% | |
| 90 | CGWINVESCO EXCH TRADED FD TR II | 7,257 | $404.2M | 0.14% | |
| 91 | CARRCARRIER GLOBAL CORPORATION | 6,262 | $397.0M | 0.14% | |
| 92 | FESMFIDELITY COVINGTON TRUST | 13,315 | $392.5M | 0.13% | |
| 93 | EFAVISHARES TR | 4,851 | $378.0M | 0.13% | |
| 94 | IGROISHARES TR | 5,203 | $376.9M | 0.13% | |
| 95 | VUGVANGUARD INDEX FDS | 1,002 | $371.5M | 0.13% | |
| 96 | DYHTARGET CORP | 3,533 | $368.7M | 0.13% | |
| 97 | WMTWALMART INC | 4,167 | $365.9M | 0.13% | |
| 98 | VTVANGUARD INTL EQUITY INDEX F | 3,086 | $357.9M | 0.12% | |
| 99 | EFGISHARES TR | 3,570 | $357.0M | 0.12% | |
| 100 | DFEWISDOMTREE TR | 5,853 | $356.8M | 0.12% |
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