Financial Perspectives, Inc
Top Portfolio Positions
475 positions ·
$168,287,824 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MDT |
Medtronic plc
Healthcare
|
218,905 | $18,968,118 | 11.27% | |
| AAPL |
Apple Inc.
Technology
|
65,530 | $16,630,858 | 9.88% | |
| MSFT |
Microsoft Corp
Technology
|
33,429 | $12,374,412 | 7.35% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
33,198 | $11,219,264 | 6.67% | |
| AVGO |
Broadcom Inc.
Technology
|
32,404 | $10,029,362 | 5.96% | |
| BSX |
Boston Scientific Corp
Healthcare
|
134,570 | $8,444,267 | 5.02% | |
| NVDA |
Nvidia Corp
Technology
|
45,075 | $7,861,080 | 4.67% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,182 | $4,670,741 | 2.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
22,088 | $4,600,267 | 2.73% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
8,627 | $3,207,087 | 1.91% |
Portfolio Trend
Holdings in GDLC
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,892 | 221 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,132 | 221 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $12,353 | 221 | Shares | Sole | 2025-10-22 | |
| No 13F history on record for this holder in this stock. | ||||||