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 HOWL
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,622 | 6,750 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,279 | 6,750 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $13,297 | 6,750 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,357 | 6,750 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,561 | 6,750 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $9,990 | 6,750 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $14,310 | 6,750 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $16,470 | 6,750 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $43,740 | 6,750 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $26,055 | 6,750 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,025 | 3,750 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $3,812 | 1,250 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $3,250 | 1,250 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $512 | 250 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $1,127 | 250 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $1,022 | 250 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $1,100 | 250 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $2,977 | 250 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $4,290 | 250 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $4,360 | 250 | Shares | Sole | 2024-01-10 | |
| No 13F history on record for this holder in this stock. | ||||||