Financial Perspectives, Inc
720 holdingsFiling period: 2026-03-31Current AUM: $405.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | 145.1K | $21.5M | $23.5M | 5.80% | +795 | 2026-03-31 |
| 2 | VGT | VANGUARD WORLD FD | 27.9K | $19.5M | $25.3M | 6.24% | +135 | 2026-03-31 |
| 3 | — | MEDTRONIC PLC | 218.9K | $19.0M | $19.0M | 4.68% | +1.6K | 2026-03-31 |
| 4 | AAPL | APPLE INC | 65.5K | $16.6M | $20.2M | 5.00% | +1.6K | 2026-03-31 |
| 5 | VYMI | VANGUARD WHITEHALL FDS | 137.7K | $13.0M | $14.3M | 3.52% | +4.0K | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 33.4K | $12.4M | $15.5M | 3.84% | +204 | 2026-03-31 |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 33.2K | $11.2M | $13.4M | 3.31% | -348 | 2026-03-31 |
| 8 | IVW | ISHARES TR | 98.9K | $11.2M | $13.4M | 3.30% | +244 | 2026-03-31 |
| 9 | HDV | ISHARES TR | 74.8K | $10.2M | $10.7M | 2.65% | +644 | 2026-03-31 |
| 10 | AVGO | BROADCOM INC | 32.4K | $10.0M | $12.6M | 3.11% | -79 | 2026-03-31 |
| 11 | VIG | VANGUARD SPECIALIZED FUNDS | 45.9K | $9.9M | $11.0M | 2.71% | +254 | 2026-03-31 |
| 12 | VIGI | VANGUARD WHITEHALL FDS | 110.4K | $9.8M | $10.7M | 2.65% | +1.5K | 2026-03-31 |
| 13 | BSX | BOSTON SCIENTIFIC CORP | 134.6K | $8.4M | $6.3M | 1.55% | -597 | 2026-03-31 |
| 14 | GOOG | ALPHABET INC | 27.6K | $7.9M | $9.8M | 2.43% | -23 | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 45.1K | $7.9M | $9.0M | 2.23% | +24 | 2026-03-31 |
| 16 | FSTA | FIDELITY COVINGTON TRUST | 135.7K | $7.1M | $7.3M | 1.80% | +5.9K | 2026-03-31 |
| 17 | FTEC | FIDELITY COVINGTON TRUST | 29.1K | $6.1M | $7.9M | 1.94% | +4 | 2026-03-31 |
| 18 | DGRO | ISHARES TR | 75.2K | $5.3M | $5.9M | 1.45% | +5.8K | 2026-03-31 |
| 19 | IVV | ISHARES TR | 7.7K | $5.0M | $5.8M | 1.42% | +200 | 2026-03-31 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | 7.2K | $4.7M | $5.4M | 1.32% | +70 | 2026-03-31 |
| 21 | AMZN | AMAZON COM INC | 22.1K | $4.6M | $6.0M | 1.48% | -93 | 2026-03-31 |
| 22 | VDC | VANGUARD WORLD FD | 14.6K | $3.3M | $3.4M | 0.83% | +422 | 2026-03-31 |
| 23 | TSLA | TESLA INC | 8.6K | $3.2M | $2.7M | 0.66% | -- | 2026-03-31 |
| 24 | JPM | JPMORGAN CHASE & CO | 10.6K | $3.1M | $3.7M | 0.92% | +99 | 2026-03-31 |
| 25 | ABBV | ABBVIE INC | 13.2K | $2.9M | $3.3M | 0.82% | +3 | 2026-03-31 |
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