Financial Perspectives, Inc Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$330.8B
Holdings
724
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (724 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MDTMEDTRONIC PLC | 218,918 | $19.1B | 5.77% | |
| 2 | VGTVANGUARD WORLD FD | 28,602 | $19.0B | 5.74% | |
| 3 | VYMVANGUARD WHITEHALL FDS | 140,178 | $18.7B | 5.65% | |
| 4 | MSFTMICROSOFT CORP | 33,659 | $16.7B | 5.06% | |
| 5 | BSXBOSTON SCIENTIFIC CORP | 134,150 | $14.4B | 4.36% | |
| 6 | AAPLAPPLE INC | 65,042 | $13.3B | 4.03% | |
| 7 | IVWISHARES TR | 94,664 | $10.4B | 3.15% | |
| 8 | VYMIVANGUARD WHITEHALL FDS | 120,120 | $9.6B | 2.91% | |
| 9 | VIGIVANGUARD WHITEHALL FDS | 104,910 | $9.5B | 2.86% | |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 46,121 | $9.4B | 2.85% | |
| 11 | AVGOBROADCOM INC | 33,038 | $9.1B | 2.75% | |
| 12 | HDVISHARES TR | 71,852 | $8.4B | 2.55% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 35,512 | $8.0B | 2.43% | |
| 14 | NVDANVIDIA CORPORATION | 45,777 | $7.2B | 2.19% | |
| 15 | FSTAFIDELITY COVINGTON TRUST | 119,747 | $6.1B | 1.85% | |
| 16 | FTECFIDELITY COVINGTON TRUST | 28,454 | $5.6B | 1.70% | |
| 17 | GOOGALPHABET INC | 28,167 | $5.0B | 1.51% | |
| 18 | AMZNAMAZON COM INC | 22,559 | $4.9B | 1.50% | |
| 19 | SPYSPDR S&P 500 ETF TR | 7,140 | $4.4B | 1.33% | |
| 20 | IVVISHARES TR | 6,948 | $4.3B | 1.30% | |
| 21 | DGROISHARES TR | 62,143 | $4.0B | 1.20% | |
| 22 | MLB1MERCADOLIBRE INC | 1,323 | $3.5B | 1.04% | |
| 23 | METAMETA PLATFORMS INC | 4,479 | $3.3B | 1.00% | |
| 24 | VDCVANGUARD WORLD FD | 12,895 | $2.8B | 0.85% | |
| 25 | JPMJPMORGAN CHASE & CO. | 9,719 | $2.8B | 0.85% | |
| 26 | VOOVANGUARD INDEX FDS | 4,665 | $2.6B | 0.80% | |
| 27 | TSLATESLA INC | 8,238 | $2.6B | 0.79% | |
| 28 | ABBVABBVIE INC | 13,138 | $2.4B | 0.74% | |
| 29 | JPSTJ P MORGAN EXCHANGE TRADED F | 47,794 | $2.4B | 0.73% | |
| 30 | SHOPSHOPIFY INC | 18,921 | $2.2B | 0.66% | |
| 31 | IYWISHARES TR | 12,461 | $2.2B | 0.65% | |
| 32 | SESEA LTD | 13,354 | $2.1B | 0.65% | |
| 33 | MMM3M CO | 14,026 | $2.1B | 0.65% | |
| 34 | IDV*ISHARES TR | 59,077 | $2.0B | 0.62% | |
| 35 | CGGRCAPITAL GROUP GROWTH ETF | 48,964 | $2.0B | 0.60% | |
| 36 | CGGOCAPITAL GROUP GBL GROWTH EQT | 56,498 | $1.8B | 0.55% | |
| 37 | NDQINVESCO QQQ TR | 3,165 | $1.7B | 0.53% | |
| 38 | ASMLASML HOLDING N V | 1,928 | $1.5B | 0.47% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,146 | $1.5B | 0.46% | |
| 40 | SCHDSCHWAB STRATEGIC TR | 54,257 | $1.4B | 0.43% | |
| 41 | IWFISHARES TR | 3,343 | $1.4B | 0.43% | |
| 42 | UNHUNITEDHEALTH GROUP INC | 4,355 | $1.4B | 0.41% | |
| 43 | FENYFIDELITY COVINGTON TRUST | 57,116 | $1.3B | 0.40% | |
| 44 | JNJJOHNSON & JOHNSON | 7,865 | $1.2B | 0.36% | |
| 45 | VTVVANGUARD INDEX FDS | 6,667 | $1.2B | 0.36% | |
| 46 | ABTABBOTT LABS | 8,468 | $1.2B | 0.35% | |
| 47 | COSTCOSTCO WHSL CORP NEW | 1,120 | $1.1B | 0.34% | |
| 48 | IETCISHARES U S ETF TR | 10,708 | $1.0B | 0.30% | |
| 49 | AMGNAMGEN INC | 3,578 | $998.9M | 0.30% | |
| 50 | ORCLORACLE CORP | 4,534 | $991.4M | 0.30% | |
| 51 | VEAVANGUARD TAX-MANAGED FDS | 17,255 | $983.7M | 0.30% | |
| 52 | FNDFSCHWAB STRATEGIC TR | 24,230 | $969.7M | 0.29% | |
| 53 | GISGENERAL MLS INC | 18,262 | $946.2M | 0.29% | |
| 54 | TDIVFIRST TR EXCHANGE TRADED FD | 10,368 | $934.9M | 0.28% | |
| 55 | USBUS BANCORP DEL | 20,162 | $912.3M | 0.28% | |
| 56 | GILDGILEAD SCIENCES INC | 8,054 | $893.0M | 0.27% | |
| 57 | IWMISHARES TR | 3,884 | $838.0M | 0.25% | |
| 58 | HDBHDFC BANK LTD | 10,769 | $825.7M | 0.25% | |
| 59 | VHTVANGUARD WORLD FD | 3,313 | $822.8M | 0.25% | |
| 60 | VNQVANGUARD INDEX FDS | 9,222 | $821.3M | 0.25% | |
| 61 | VDEVANGUARD WORLD FD | 6,661 | $793.5M | 0.24% | |
| 62 | VCRVANGUARD WORLD FD | 2,158 | $781.9M | 0.24% | |
| 63 | NVONOVO-NORDISK A S | 11,256 | $776.9M | 0.23% | |
| 64 | VUGVANGUARD INDEX FDS | 1,746 | $765.4M | 0.23% | |
| 65 | SMHVANECK ETF TRUST | 2,694 | $751.3M | 0.23% | |
| 66 | GOOGLALPHABET INC | 4,096 | $721.9M | 0.22% | |
| 67 | VTIVANGUARD INDEX FDS | 2,365 | $718.7M | 0.22% | |
| 68 | HONHONEYWELL INTL INC | 2,974 | $692.6M | 0.21% | |
| 69 | DISDISNEY WALT CO | 5,583 | $692.4M | 0.21% | |
| 70 | RBRKRUBRIK INC. | 7,505 | $672.4M | 0.20% | |
| 71 | IFRAISHARES TR | 13,635 | $670.7M | 0.20% | |
| 72 | HDHOME DEPOT INC | 1,775 | $650.8M | 0.20% | |
| 73 | MAMASTERCARD INCORPORATED | 1,148 | $645.4M | 0.20% | |
| 74 | CGDGCAPITAL GROUP DIVIDEND VALUE | 16,102 | $635.9M | 0.19% | |
| 75 | VTVANGUARD INTL EQUITY INDEX F | 4,757 | $611.4M | 0.18% | |
| 76 | ISRGINTUITIVE SURGICAL INC | 1,091 | $592.9M | 0.18% | |
| 77 | BNBROOKFIELD CORP | 9,494 | $587.2M | 0.18% | |
| 78 | CMCSACOMCAST CORP NEW | 16,324 | $582.6M | 0.18% | |
| 79 | EFVISHARES TR | 9,166 | $581.8M | 0.18% | |
| 80 | TAT&T INC | 19,844 | $574.3M | 0.17% | |
| 81 | CARRCARRIER GLOBAL CORPORATION | 7,773 | $568.9M | 0.17% | |
| 82 | NOWSERVICENOW INC | 545 | $560.3M | 0.17% | |
| 83 | AQLTISHARES TR | 6,545 | $546.3M | 0.17% | |
| 84 | BIPCBROOKFIELD INFRASTRUCTURE CO | 12,858 | $534.9M | 0.16% | |
| 85 | IJRISHARES TR | 4,832 | $528.1M | 0.16% | |
| 86 | NUNU HLDGS LTD | 37,517 | $514.7M | 0.16% | |
| 87 | CRCCANADIAN NAT RES LTD | 16,284 | $511.3M | 0.15% | |
| 88 | IMCBISHARES TR | 6,138 | $489.0M | 0.15% | |
| 89 | VVISA INC | 1,353 | $480.5M | 0.15% | |
| 90 | SRESEMPRA | 6,255 | $473.9M | 0.14% | |
| 91 | MOALTRIA GROUP INC | 8,071 | $473.2M | 0.14% | |
| 92 | IEMGISHARES INC | 7,798 | $468.1M | 0.14% | |
| 93 | GEGE AEROSPACE | 1,764 | $454.1M | 0.14% | |
| 94 | XOMEXXON MOBIL CORP | 4,156 | $448.0M | 0.14% | |
| 95 | PFEPFIZER INC | 18,314 | $443.9M | 0.13% | |
| 96 | IGROISHARES TR | 5,537 | $436.8M | 0.13% | |
| 97 | CGWINVESCO EXCH TRADED FD TR II | 6,944 | $434.0M | 0.13% | |
| 98 | EFGISHARES TR | 3,872 | $433.6M | 0.13% | |
| 99 | LLYELI LILLY & CO | 552 | $430.3M | 0.13% | |
| 100 | DFEWISDOMTREE TR | 5,949 | $417.1M | 0.13% |
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