Financial Perspectives, Inc
CIK 2003287 · Holdings on Dec 31, 2023 · First reported Feb 1, 2024
Top ten holdings
Q4 2023- MDT8.00%
- VYM6.08%
- AAPL5.11%
- MSFT5.05%
- VGT4.99%
- BSX3.43%
- VIG3.11%
- VIGI3.03%
- IVW2.77%
- HDV2.75%
Share classes counted separately44.32%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MDTWeight decreased · -0.64 pp8.64% → 8.00%Shares -1.74K (-0.72%)
- VYMIWeight increased · +0.52 pp2.18% → 2.70%Shares +23.47K (+30.56%)
- AVGOWeight increased · +0.30 pp1.56% → 1.86%Shares +9 (+0.22%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $19.71M | 8.00% | 239.27K shares | 8.64% → 8.00%-0.64 pp -1.74K (-0.72%) | Reduced | ↗▾ |
| 02 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $14.98M | 6.08% | 134.19K shares | 6.34% → 6.08%-0.26 pp +65 (+0.05%) | Added | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $12.60M | 5.11% | 65.43K shares | 5.13% → 5.11%-0.02 pp -56 (-0.09%) | Reduced | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $12.44M | 5.05% | 33.07K shares | 4.78% → 5.05%+0.27 pp -24 (-0.07%) | Reduced | ↗▾ |
| 05 | VGTVANGUARD INFO TECH ETFINF TECH ETF View history and evidence | $12.30M | 4.99% | 25.41K shares | 4.83% → 4.99%+0.16 pp -5 (-0.02%) | Reduced | ↗▾ |
| 06 | BSXBOSTON SCIENTIFIC CORP View history and evidence | $8.45M | 3.43% | 146.14K shares | 3.55% → 3.43%-0.12 pp -651 (-0.44%) | Reduced | ↗▾ |
| 07 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $7.68M | 3.11% | 45.04K shares | 3.20% → 3.11%-0.09 pp +21 (+0.05%) | Added | ↗▾ |
| 08 | VIGIVANGUARD INT DIV APP INDX FDINTL DVD ETF View history and evidence | $7.45M | 3.03% | 93.95K shares | 2.85% → 3.03%+0.18 pp +6.63K (+7.60%) | Added | ↗▾ |
| 09 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $6.83M | 2.77% | 90.93K shares | 2.78% → 2.77%-0.01 pp +2.21K (+2.49%) | Added | ↗▾ |
| 10 | HDVISHARES CORE HIGH DIVIDEND ECORE HIGH DV ETF View history and evidence | $6.77M | 2.75% | 66.39K shares | 2.92% → 2.75%-0.17 pp +1.94K (+3.02%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 27
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SGEN SEAGEN INC | Non-derivative | -766 | -$162.51K | SEC filing ↗ | SEC filing ↗ |
| ARCE ARCO PLATFORM LTD - CLASS A | Non-derivative | -1,071 | -$14.76K | SEC filing ↗ | SEC filing ↗ |
| BAB INVESCO TAXABLE MUNICIPAL BO | Non-derivative | -354 | -$8.95K | SEC filing ↗ | SEC filing ↗ |
3 / 27 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 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-01
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 246409264
}Research all 706 reported holdings.
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