Financial Perspectives, Inc
CIK 2003287 · Holdings on Sep 30, 2023 · First reported Jan 10, 2024
Top ten holdings
Q3 2023- MDT8.64%
- VYM6.34%
- AAPL5.13%
- VGT4.83%
- MSFT4.78%
- BSX3.55%
- VIG3.20%
- HDV2.92%
- VIGI2.85%
- IVW2.78%
Share classes counted separately45.02%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MDTMEDTRONIC PLCSHS View history and evidence | $18.89M | 8.64% | 241.01K shares | — | ↗▾ | |
| 02 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $13.86M | 6.34% | 134.12K shares | — | ↗▾ | |
| 03 | AAPLAPPLE INC View history and evidence | $11.21M | 5.13% | 65.48K shares | — | ↗▾ | |
| 04 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $10.54M | 4.83% | 25.41K shares | — | ↗▾ | |
| 05 | MSFTMICROSOFT CORP View history and evidence | $10.45M | 4.78% | 33.09K shares | — | ↗▾ | |
| 06 | BSXBOSTON SCIENTIFIC CORP View history and evidence | $7.75M | 3.55% | 146.79K shares | — | ↗▾ | |
| 07 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $7.00M | 3.20% | 45.02K shares | — | ↗▾ | |
| 08 | HDVISHARES CORE HIGH DIVIDEND ECORE HIGH DV ETF View history and evidence | $6.37M | 2.92% | 64.45K shares | — | ↗▾ | |
| 09 | VIGIVANGUARD INT DIV APP INDX FDINTL DVD ETF View history and evidence | $6.23M | 2.85% | 87.32K shares | — | ↗▾ | |
| 10 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $6.07M | 2.78% | 88.72K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 10
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CSQ CALAMOS STRAT TTL RTRN FND | Non-derivative | — | — | SEC filing ↗ | |
| XNEAX NUVEEN AMT-FR QLTY MUNI INC | Non-derivative | — | — | SEC filing ↗ | |
| FUTY FIDELITY MSCI US UTILITIES | Non-derivative | — | — | SEC filing ↗ |
3 / 10 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2003287 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2024-01-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 218462509
}Research all 705 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.