Back to investors
FINANCIAL PERSPECTIVES, INC
FINANCIAL PERSPECTIVES, INC
Latest filing: 2026-06-30
FINANCIAL PERSPECTIVES, INC runs FINANCIAL PERSPECTIVES, INC and currently holds 728 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $410.87M. Their top holdings are VGT, VYM, AAPL, MDT, TSM. The top five represent 24.5% of reported portfolio weight. FINANCIAL PERSPECTIVES, INC ranks #684 out of 1000 investors tracked by Alpha Score. They added to 63 existing positions. They trimmed 19 positions. Their current best-performing preview position is SNDK with returns of +257.87%.
Sign in to enable email alerts for this investor.
Showper page
728 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VGT VANGUARD WORLD FD | 6.50% | $53.27 | $118.42 | +122.30% | Added +700.29% |
 VYM VANGUARD WHITEHALL FDS | 5.65% | $105.78 | $165.00 | +55.98% | Added +1.31% |
 AAPL APPLE INC | 4.55% | $130.01 | $309.35 | +137.94% | Trimmed -1.40% |
 MDT MEDTRONIC PLC | 4.04% | $114.46 | $93.34 | -18.45% | Trimmed -3.05% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 3.77% | $124.17 | $418.87 | +237.34% | Trimmed -2.25% |
 VYMI VANGUARD WHITEHALL FDS | 3.43% | $69.43 | $105.25 | +51.59% | Added +4.28% |
 IVW ISHARES TR | 3.37% | $71.11 | $138.86 | +95.27% | Added +1.65% |
 MSFT MICROSOFT CORP | 3.19% | $250.93 | $483.24 | +92.58% | Added +5.16% |
 AVGO BROADCOM INC | 2.80% | $49.66 | $368.45 | +641.95% | Trimmed -5.89% |
 VIG VANGUARD SPECIALIZED FUNDS | 2.58% | $154.36 | $243.85 | +57.97% | Trimmed -2.39% |
Showing 1-10 of 728