Financial Perspectives, Inc
Top Portfolio Positions
478 positions ·
$169,684,085 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MDT |
Medtronic plc
Healthcare
|
218,905 | $18,968,118 | 11.18% | |
| AAPL |
Apple Inc.
Technology
|
65,530 | $16,630,858 | 9.80% | |
| MSFT |
Microsoft Corp
Technology
|
33,429 | $12,374,412 | 7.29% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
33,198 | $11,219,264 | 6.61% | |
| AVGO |
Broadcom Inc.
Technology
|
32,404 | $10,029,362 | 5.91% | |
| BSX |
Boston Scientific Corp
Healthcare
|
134,570 | $8,444,267 | 4.98% | |
| NVDA |
Nvidia Corp
Technology
|
45,075 | $7,861,080 | 4.63% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,182 | $4,670,741 | 2.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
22,088 | $4,600,267 | 2.71% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
8,627 | $3,207,087 | 1.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IQI
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,482 | 362 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,605 | 362 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,565 | 362 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,395 | 362 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $3,504 | 362 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,569 | 362 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,779 | 362 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,591 | 362 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,504 | 362 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,442 | 362 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,037 | 362 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $3,460 | 362 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $3,612 | 362 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $3,410 | 362 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $3,305 | 362 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $3,696 | 362 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $4,101 | 362 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $4,919 | 362 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $4,771 | 362 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $4,887 | 362 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $60,894 | 4,695 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $4,720 | 362 | Shares | Sole | 2024-01-10 | |
| No 13F history on record for this holder in this stock. | ||||||