Financial Perspectives, Inc

13F filer, CIK 2003287, MINNEAPOLIS, MN

Financial Perspectives, Inc reported $288,482,116 across 685 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-17. Its ten largest share positions make up 44.1% of the portfolio.

Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0002003287-24-000021

Period: 2024-09-30
Reported value: $288M
Holdings: 685
Top 10 weight: 44.1%
New: 15
Sold out: 11

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AVGOadded	+34,194	$5.9M
VIGadded	+2,800	$555K
NVDAadded	+3,699	$449K
VYMadded	+1,456	$187K
DGROadded	+2,969	$186K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
MDTreduced	-9,847	-$887K
VGTreduced	-816	-$479K
MMMreduced	-1,498	-$205K
IVWreduced	-1,767	-$169K
BSXreduced	-2,000	-$168K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0002003287-24-000021, largest first. % of portfolio is the value over $288,482,116, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
GTN-AGRAY MEDIA INC	1,000	$6.96K	<0.01%	0	Timeline
PAMPAMPA ENERGIA SA	114	$6.84K	<0.01%	0	Timeline
HLNHALEON PLC	628	$6.64K	<0.01%	+2	Timeline
DGDOLLAR GEN CORP	77	$6.51K	<0.01%	0	Timeline
WDCWESTERN DIGITAL CORP	95	$6.49K	<0.01%	0	Timeline
NCLHNORWEGIAN CRUISE LINE HLDGS	315	$6.46K	<0.01%	0	Timeline
CROXCROCS INC	43	$6.23K	<0.01%	0	Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNE	79	$6.22K	<0.01%	0	Timeline
BKHBLACK HILLS CORP	100	$6.11K	<0.01%	0	Timeline
LRGELEGG MASON ETF INVT	83	$6.06K	<0.01%	0	Timeline
AOKISHARES TR	155	$5.99K	<0.01%	0	Timeline
ASANASANA INC	500	$5.79K	<0.01%	0	Timeline
EEMVISHARES INC	92	$5.79K	<0.01%	0	Timeline
SNYSANOFI SA	100	$5.76K	<0.01%	0	Timeline
XLUSELECT SECTOR SPDR TR	71	$5.74K	<0.01%	0	Timeline
SLVISHARES SILVER TR	200	$5.68K	<0.01%	0	Timeline
RUNNSTRATEGIC TRUST	164	$5.48K	<0.01%	0	Timeline
FGDFIRST TR EXCHANGE-TRADED FD	225	$5.48K	<0.01%	0	Timeline
BNSBANK NOVA SCOTIA B C	100	$5.45K	<0.01%	0	Timeline
FNDCSCHWAB STRATEGIC TR	135	$5.15K	<0.01%	0	Timeline
SCHASCHWAB STRATEGIC TR	99	$5.12K	<0.01%	0	Timeline
CCLCARNIVAL CORP	274	$5.06K	<0.01%	0	Timeline
AVNSAVANOS MED INC	209	$5.02K	<0.01%	0	Timeline
SPSCSPS COMM INC	25	$4.85K	<0.01%	-150	Timeline
BF-ABROWN FORMAN CORP	100	$4.81K	<0.01%	0	Timeline
FASTFASTENAL CO	67	$4.79K	<0.01%	0	Timeline
DELLDELL TECHNOLOGIES INC	39	$4.62K	<0.01%	0	Timeline
PARAMOUNT GLOBALPARAMOUNT GLOBAL	432	$4.59K	<0.01%	0
JETSETF SER SOLUTIONS	218	$4.53K	<0.01%	0	Timeline
DPZDOMINOS PIZZA INC	10	$4.3K	<0.01%	0	Timeline
ACNACCENTURE PLC IRELAND	12	$4.24K	<0.01%	0	Timeline
BEPBROOKFIELD RENEWABLE ENERGY	150	$4.23K	<0.01%	0	Timeline
LITELUMENTUM HLDGS INC	66	$4.18K	<0.01%	0	Timeline
BMOBANK OF MONTREAL	46	$4.17K	<0.01%	0	Timeline
RUMRUM GROUP INC	772	$4.14K	<0.01%	0	Timeline
IIMINVESCO VALUE MUN INCOME TR	319	$4.11K	<0.01%	0	Timeline
SPSMSPDR SERIES TRUST	90	$4.1K	<0.01%	0	Timeline
XARSPDR SERIES TRUST	26	$4.09K	<0.01%	0	Timeline
EWEDWARDS LIFESCIENCES CORP	62	$4.09K	<0.01%	0	Timeline
VNTVONTIER CORPORATION	120	$4.05K	<0.01%	0	Timeline
FUNSIX FLAGS ENTERTAINMENT CORP	100	$4.03K	<0.01%	new	Timeline
TIPISHARES TR	36	$3.98K	<0.01%	0	Timeline
GRAYSCALE ETHEREUM MINI STA…GRAYSCALE ETHEREUM MINI STAKING E…	1,581	$3.86K	<0.01%	new
IQIINVESCO QUALITY MUN INCOME T	362	$3.78K	<0.01%	0	Timeline
RIVNRIVIAN AUTOMOTIVE INC	325	$3.65K	<0.01%	0	Timeline
FEFIRSTENERGY CORP	82	$3.64K	<0.01%	0	Timeline
PNRPENTAIR PLC	36	$3.52K	<0.01%	0	Timeline
RSGREPUBLIC SVCS INC	17	$3.41K	<0.01%	0	Timeline
PLDPROLOGIS INC.	26	$3.25K	<0.01%	0	Timeline
IBITISHARES BITCOIN TRUST ETF	90	$3.25K	<0.01%	0	Timeline
BILIBILIBILI INC	139	$3.25K	<0.01%	0	Timeline
WWAYFAIR INC	57	$3.2K	<0.01%	0	Timeline
HMCHONDA MOTOR CO LTD	100	$3.17K	<0.01%	0	Timeline
TGNATEGNA INC	200	$3.16K	<0.01%	0	Timeline
NXTNEXTPOWER INC	84	$3.15K	<0.01%	0	Timeline
FIBKFIRST INTST BANCSYSTEM INC	100	$3.07K	<0.01%	0	Timeline
WPCWP CAREY INC	49	$3.05K	<0.01%	0	Timeline
SPYVSPDR SERIES TRUST	57	$3.02K	<0.01%	0	Timeline
AALAMERICAN AIRLINES GROUP INC	262	$2.94K	<0.01%	0	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	50	$2.88K	<0.01%	0	Timeline
UNITI GROUP INCUNITI GROUP INC	510	$2.88K	<0.01%	0
TDGTRANSDIGM GROUP INC	2	$2.85K	<0.01%	0	Timeline
VISTA OUTDOOR INCVISTA OUTDOOR INC	72	$2.82K	<0.01%	0
XIFRXPLR INFRASTRUCTURE LP	100	$2.76K	<0.01%	0	Timeline
Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF	485	$2.73K	<0.01%	new
SWXSOUTHWEST GAS HLDGS INC	37	$2.73K	<0.01%	0	Timeline
ALAIR LEASE CORP	60	$2.72K	<0.01%	0	Timeline
MRSHMARSH & MCLENNAN COS INC	12	$2.68K	<0.01%	new	Timeline
OGEOGE ENERGY CORP	64	$2.62K	<0.01%	0	Timeline
LYBLYONDELLBASELL INDUSTRIES NV	27	$2.59K	<0.01%	0	Timeline
WABWABTEC	14	$2.54K	<0.01%	0	Timeline
NVTNVENT ELEC PLC	36	$2.53K	<0.01%	0	Timeline
EOGEOG RES INC	20	$2.46K	<0.01%	0	Timeline
ELLAUDER ESTEE COS INC	24	$2.41K	<0.01%	0	Timeline
WCLDWISDOMTREE TR	75	$2.4K	<0.01%	0	Timeline
KMIKINDER MORGAN INC DEL	107	$2.36K	<0.01%	0	Timeline
CHTRCHARTER COMMUNICATIONS INC	7	$2.27K	<0.01%	0	Timeline
MSBMESABI TR	100	$2.27K	<0.01%	0	Timeline
NGGNATIONAL GRID PLC	32	$2.26K	<0.01%	+3	Timeline
WDSWOODSIDE ENERGY GROUP LTD	131	$2.26K	<0.01%	0	Timeline
RBLXROBLOX CORP	51	$2.26K	<0.01%	0	Timeline
BTIBRITISH AMERN TOB PLC	61	$2.23K	<0.01%	0	Timeline
HPEHEWLETT PACKARD ENTERPRISE C	109	$2.23K	<0.01%	+1	Timeline
BDXBECTON DICKINSON & CO	9	$2.2K	<0.01%	0	Timeline
CITHE CIGNA GROUP	6	$2.18K	<0.01%	0	Timeline
QQQMINVESCO EXCH TRADED FD TR II	11	$2.16K	<0.01%	0	Timeline
PCYOPURE CYCLE CORP	200	$2.15K	<0.01%	0	Timeline
TOSTTOAST INC	75	$2.12K	<0.01%	0	Timeline
AMPLIFY ALTERNATIVE HARVEST…AMPLIFY ALTERNATIVE HARVEST ETF	620	$2.05K	<0.01%	0
SONYSONY GROUP CORP	21	$2.03K	<0.01%	0	Timeline
PPGPPG INDS INC	15	$2K	<0.01%	0	Timeline
OGNORGANON & CO	103	$1.97K	<0.01%	0	Timeline
CPHCCANTERBURY PK HLDG CORP	100	$1.93K	<0.01%	0	Timeline
MATMATTEL INC	100	$1.91K	<0.01%	0	Timeline
SLVMSYLVAMO CORP	22	$1.89K	<0.01%	0	Timeline
POSTPOST HLDGS INC	16	$1.85K	<0.01%	0	Timeline
VODVODAFONE GROUP PLC	184	$1.85K	<0.01%	+7	Timeline
ICUIICU MED INC	10	$1.82K	<0.01%	0	Timeline
ALKALASKA AIR GROUP INC	40	$1.81K	<0.01%	0	Timeline
VBRVANGUARD INDEX FDS	9	$1.81K	<0.01%	0	Timeline
STESTERIS PLC	7	$1.77K	<0.01%	0	Timeline
ONEQFIDELITY COMWLTH TR	24	$1.72K	<0.01%	0	Timeline
CHINA FD INCCHINA FD INC	133	$1.69K	<0.01%	0
MARAMARA HOLDINGS INC	100	$1.62K	<0.01%	0	Timeline
DCIDONALDSON INC	22	$1.62K	<0.01%	0	Timeline
SUPNSUPERNUS PHARMACEUTICALS	52	$1.62K	<0.01%	0	Timeline
LEGLEGGETT & PLATT INC	100	$1.36K	<0.01%	0	Timeline
DLNWISDOMTREE TR	16	$1.26K	<0.01%	new	Timeline
QUALISHARES TR	7	$1.25K	<0.01%	0	Timeline
GRALGRAIL INC	90	$1.24K	<0.01%	-7	Timeline
MTUMISHARES TR	6	$1.22K	<0.01%	0	Timeline
BRBRBELLRING BRANDS INC	20	$1.21K	<0.01%	0	Timeline
BITSGLOBAL X FDS	18	$1.2K	<0.01%	0	Timeline
BNTBROOKFIELD WEALTH SOL LTD	22	$1.17K	<0.01%	new	Timeline
FCPTFOUR CORNERS PPTY TR INC	39	$1.14K	<0.01%	0	Timeline
AIGAMERICAN INTL GROUP INC	15	$1.1K	<0.01%	0	Timeline
UAUNDER ARMOUR INC	130	$1.09K	<0.01%	0	Timeline
STSENSATA TECHNOLOGIES HLDG PL	30	$1.08K	<0.01%	0	Timeline
SOFISOFI TECHNOLOGIES INC	125	$983	<0.01%	0	Timeline
ALBALBEMARLE CORP	10	$961	<0.01%	0	Timeline
CRESYCRESUD S A C I F Y A	110	$950	<0.01%	0	Timeline
KKELLANOVA	12	$949	<0.01%	0	Timeline
BBUBROOKFIELD BUSINESS PARTNERS L	40	$932	<0.01%	0	Timeline
TDOCTELADOC HEALTH INC	97	$890	<0.01%	0	Timeline
ARCOARCOS DORADOS HLDGS INC	102	$889	<0.01%	0	Timeline
FENIFIDELITY COVINGTON TRUST	29	$884	<0.01%	0	Timeline
TWLOTWILIO INC	13	$848	<0.01%	0	Timeline
VSTVISTRA CORP	7	$830	<0.01%	0	Timeline
ONLORION PROPERTIES INC	201	$804	<0.01%	0	Timeline
MARATHON OIL CORPMARATHON OIL CORP	29	$772	<0.01%	0
PIIPOLARIS INC	9	$745	<0.01%	0	Timeline
ZZILLOW GROUP INC	11	$702	<0.01%	0	Timeline
FROGJFROG LTD	24	$697	<0.01%	0	Timeline
ETSYETSY INC	12	$666	<0.01%	0	Timeline
PATHUIPATH INC	48	$614	<0.01%	0	Timeline
QSQUANTUMSCAPE CORP	96	$552	<0.01%	0	Timeline
GOFGUGGENHEIM STRATEGIC OPPORTU	35	$552	<0.01%	0	Timeline
GTNGRAY MEDIA INC	100	$536	<0.01%	0	Timeline
KHCKRAFT HEINZ CO	15	$527	<0.01%	0	Timeline
IRTCIRHYTHM HOLDINGS INC	7	$520	<0.01%	0	Timeline
DKNGDRAFTKINGS INC NEW	13	$510	<0.01%	0	Timeline
CELUCELULARITY INC	171	$508	<0.01%	0	Timeline
BBUCBROOKFIELD BUSINESS HOLDINGS	20	$507	<0.01%	0	Timeline
EPREPR PPTYS	8	$392	<0.01%	0	Timeline
BODITHE BEACHBODY COMPANY INC	63	$360	<0.01%	0	Timeline
LUCID GROUP INCLUCID GROUP INC	101	$357	<0.01%	0
HANESBRANDS INCHANESBRANDS INC	48	$353	<0.01%	0
PLUGPLUG PWR INC	150	$339	<0.01%	0	Timeline
ASIXADVANSIX INC	11	$334	<0.01%	0	Timeline
NEUEHEALTH INCNEUEHEALTH INC	64	$334	<0.01%	0
PINSPINTEREST INC	10	$324	<0.01%	0	Timeline
SSKNSTRATA SKIN SCIENCES INC COM S	101	$278	<0.01%	new	Timeline
SJMSMUCKER J M CO	2	$242	<0.01%	0	Timeline
QNCXQUINCE THERAPEUTICS INC	310	$241	<0.01%	0	Timeline
VLUEISHARES TR	2	$218	<0.01%	0	Timeline
NOKNOKIA CORP	48	$210	<0.01%	0	Timeline
NIONIO INC	29	$194	<0.01%	0	Timeline
KDKYNDRYL HLDGS INC	8	$184	<0.01%	0	Timeline
JMIAJUMIA TECHNOLOGIES AG	34	$182	<0.01%	0	Timeline
LUMINAR TECHNOLOGIES INCLUMINAR TECHNOLOGIES INC	200	$180	<0.01%	0
UISUNISYS CORP	30	$170	<0.01%	0	Timeline
DXCDXC TECHNOLOGY CO	8	$166	<0.01%	0	Timeline
RNGRINGCENTRAL INC	5	$158	<0.01%	0	Timeline
NLOPNET LEASE OFFICE PROPERTIES	5	$153	<0.01%	0	Timeline
MSOSADVISORSHARES TR	18	$129	<0.01%	0	Timeline
CHGGCHEGG INC	70	$124	<0.01%	0	Timeline
RIOTRIOT PLATFORMS INC	16	$119	<0.01%	0	Timeline
SNCYSUN CTRY AIRLS HLDGS INC	10	$112	<0.01%	new	Timeline
LICYQLI-CYCLE HLDGS CORP COM NEW	50	$110	<0.01%	0	Timeline
CRONCRONOS GROUP INC	45	$99	<0.01%	0	Timeline
PENNPENN ENTERTAINMENT INC	4	$75	<0.01%	0	Timeline
BIOVIE INCBIOVIE INC	59	$71	<0.01%	new
ZIMVIE INCZIMVIE INC	4	$63	<0.01%	0
PTONPELOTON INTERACTIVE INC	12	$56	<0.01%	0	Timeline
LILI AUTO INC	2	$51	<0.01%	0	Timeline
IRSIRSA INVERSIONES Y REP S A	4	$46	<0.01%	0	Timeline
ORGANIGRAM HLDGS INCORGANIGRAM HLDGS INC	23	$42	<0.01%	0
WK KELLOGG COWK KELLOGG CO	2	$36	<0.01%	0
SNDLSNDL INC	16	$33	<0.01%	0	Timeline
CGCCANOPY GROWTH CORPORATION	5	$24	<0.01%	0	Timeline
SPCEVIRGIN GALACTIC HOLDINGS INC	4	$24	<0.01%	0	Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	3	$23	<0.01%	+1
BACKIMAC HLDGS INC COM NEW	20	$22	<0.01%	0	Timeline
EDITEDITAS MEDICINE INC	6	$20	<0.01%	0	Timeline
POCIPRECISION OPTICS CORP INC MA	2	$11	<0.01%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
TE CONNECTIVITY LTDTE CONNECTIVITY LTD	304	$45.8K	shares
TRPTC ENERGY CORP	500	$18.9K	shares
WESTROCK COWESTROCK CO	224	$11.3K	shares
CEDAR FAIR L PCEDAR FAIR L P	100	$5.43K	shares
EXEEXPAND ENERGY CORPORATION	22	$1.84K	shares
ROKUROKU INC	20	$1.2K	shares
BROOKFIELD REINSURANCE FCLA…BROOKFIELD REINSURANCE FCLASS …	22	$915	shares
MPTMEDICAL PROPERTIES TRUST INC	200	$862	shares
BIOVIE INCBIOVIE INC	585	$234	shares
BIMIBIMI INTL MED INC COM PAR(DE)	8	$10	shares
TREVENA INCTREVENA INC	23	$5	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002003287-24-000021	base		2024-10-17	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC