Financial Perspectives, Inc

Q3 2025 13F-HR Holdings

Location
Minneapolis, MN
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
724
Total value ($000)
$360,632
Net value change ($000)
+29,839 (9.0%)
New positions
15
Sold out positions
14
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2025 Next filing: 1/28/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 2,943 22.1%
GOOGL 1,787 35.8%
AVGO 1,738 19.1%
VGT 1,667 8.8%
MDT 1,578 8.3%
VYM 1,543 8.3%
TSM 1,394 17.3%
NVDA 1,201 16.6%
IVW 1,083 10.4%
TSLA 1,047 40.0%
Top Reduces (Value $000, Stocks/ETFs)
BSX -1,115 -7.7%
MELI -366 -10.6%
NVO -146 -18.8%
OGIG -106 -77.9%
ISRG -105 -17.7%
CARR -105 -18.5%
HDB -90 -10.9%
CMCSA -88 -15.1%
HON -86 -12.4%
AMZN -78 -1.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type