Filer Name: FINANCIAL PERSPECTIVES, INC
CIK: 2003287
Period: 2024-12-31
Filed At: 2025-02-01
Number of Holdings: 726
Portfolio Value: $0.30B

Financial Perspectives, Inc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
MDT US MEDTRONIC PLC 227,096 $18M 6.09% 2.4% -
VYM US VANGUARD HIGH DVD YIELD ETF 135,926 $17M 5.82% 0.0% -
VGT US VANGUARD INFO TECH ETF 26,517 $16M 5.54% 15.6% -
AAPL US APPLE INC 64,643 $16M 5.44% 0.8% -
MSFT US MICROSOFT CORP 33,537 $14M 4.75% 1.6% -
BSX US BOSTON SCIENTIFIC CORP 144,920 $13M 4.35% -1.0% -
IVW US ISHARES S&P 500 GROWTH ETF 93,451 $9M 3.19% 0.2% -
VIG US VANGUARD DIVIDEND APPREC ETF 43,926 $9M 2.89% -5.8% -
VIGI US VANGUARD INT DIV APP INDX FD 98,923 $8M 2.66% 0.2% -
HDV US ISHARES CORE HIGH DIVIDEND E 70,183 $8M 2.65% 1.8% -
AVGO US BROADCOM INC 32,705 $8M 2.55% -14.5% -
VYMI US VANGUARD INT HIGH DVD YLD IN 100,477 $7M 2.29% 3.3% -
TSM US TAIWAN SEMICONDUCTOR-SP ADR 31,320 $6M 2.08% 0.2% -
NVDA US NVIDIA CORP 44,693 $6M 2.02% 0.1% -
FSTA US FIDELITY CON STAPLES ETF 110,875 $5M 1.84% 2.3% -
GOOG US ALPHABET INC-CL C 27,589 $5M 1.76% 0.7% -
FTEC US FIDELITY MSCI INFO TECH ETF 27,749 $5M 1.72% 0.4% -
AMZN US AMAZON.COM INC 20,845 $5M 1.54% 1.2% -
IVV US ISHARES CORE S&P 500 ETF 6,535 $4M 1.29% 7.6% -
SPY US SPDR S&P 500 ETF TRUST 6,418 $4M 1.26% 1.5% -
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