Financial Perspectives, Inc 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FP Financial Perspectives, Inc | Institutional Filer | ▼ 3.50% | $358.2M | 716 |
Current Portfolio Holdings
Showing all 716 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | — | 145K | $21.5M | 6.00% |
| 2 | VGT | VANGUARD WORLD FD | — | 28K | $19.5M | 5.44% |
| 3 | MDT | Medtronic plc | Healthcare | 219K | $19.0M | 5.30% |
| 4 | AAPL | Apple Inc. | Technology | 66K | $16.6M | 4.64% |
| 5 | VYMI | VANGUARD WHITEHALL FDS | — | 138K | $13.0M | 3.62% |
| 6 | MSFT | Microsoft Corporation | Technology | 33K | $12.4M | 3.45% |
| 7 | TSM | Taiwan Semiconductor Manufacturing Company Limited | Technology | 33K | $11.2M | 3.13% |
| 8 | IVW | ISHARES TR | — | 99K | $11.2M | 3.12% |
| 9 | HDV | ISHARES TR | — | 75K | $10.2M | 2.84% |
| 10 | AVGO | Broadcom Inc. | Technology | 32K | $10.0M | 2.80% |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | — | 46K | $9.9M | 2.76% |
| 12 | VIGI | VANGUARD WHITEHALL FDS | — | 110K | $9.8M | 2.73% |
| 13 | BSX | Boston Scientific Corporation | Healthcare | 135K | $8.4M | 2.36% |
| 14 | GOOG | Alphabet Inc. | Technology | 28K | $7.9M | 2.21% |
| 15 | NVDA | NVIDIA Corporation | Technology | 45K | $7.9M | 2.19% |
Showing 1 to 15 of 716 holdings