Financial Perspectives, Inc

13F filer, CIK 2003287, MINNEAPOLIS, MN

Financial Perspectives, Inc reported $297,736,049 across 726 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-03. Its ten largest share positions make up 43.37% of the portfolio.

Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0002003287-25-000001

Period: 2024-12-31
Reported value: $298M
Holdings: 726
Top 10 weight: 43.37%
New: 61
Sold out: 20

Largest buys vs the previous quarter

Security	Shares change	Approx. value
VGTadded	+3,576	$2.22M
RBRKnew	+11,205	$732K
SCHDadded	+19,540	$534K
BIPCnew	+12,846	$514K
MDTadded	+5,261	$420K

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
AVGOreduced	-5,560	-$1.29M
BROOKFIELD INFRASTRUCT FCLA…exited	-29,367	-$1.28M
VIGreduced	-2,692	-$527K
BLACKROCK INCexited	-300	-$284K
JPSTreduced	-5,092	-$256K

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, Q4 2024

Share positions as resolved from 13F-HR 0002003287-25-000001, largest first. % of portfolio is the value over $297,736,049, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
STXSEAGATE TECHNOLOGY HLDNGS PL	119	$10.3K	<0.01%	0	Timeline
ASANASANA INC	500	$10.1K	<0.01%	0	Timeline
RUMRUM GROUP INC	772	$10K	<0.01%	0	Timeline
PAMPAMPA ENERGIA SA	114	$10K	<0.01%	0	Timeline
HOWLWEREWOLF THERAPEUTICS INC	6,750	$9.99K	<0.01%	0	Timeline
EMQQEXCHANGE TRADED CONCEPTS TRU	289	$9.97K	<0.01%	+5	Timeline
SCZISHARES TR	162	$9.85K	<0.01%	+3	Timeline
IWSISHARES TR	74	$9.57K	<0.01%	0	Timeline
MRNAMODERNA INC	230	$9.56K	<0.01%	0	Timeline
AFKVANECK ETF TRUST	605	$9.36K	<0.01%	0	Timeline
SCCOSOUTHERN COPPER CORP	101	$9.2K	<0.01%	0	Timeline
AMTAMERICAN TOWER CORP	50	$9.17K	<0.01%	0	Timeline
BCEBCE INC	390	$9.04K	<0.01%	new	Timeline
BWGBRANDYWINEGBL GBL INCM OPP F	1,126	$9.01K	<0.01%	new	Timeline
RWRSPDR SERIES TRUST	90	$8.9K	<0.01%	0	Timeline
SPGSIMON PPTY GROUP INC NEW	52	$8.89K	<0.01%	new	Timeline
WSTWEST PHARMACEUTICAL SVSC INC	27	$8.88K	<0.01%	0	Timeline
KLACKLA CORP	14	$8.77K	<0.01%	0	Timeline
DBEFDBX ETF TR	210	$8.69K	<0.01%	0	Timeline
ALLEALLEGION PLC	66	$8.62K	<0.01%	0	Timeline
QCLNFIRST TR EXCHANGE-TRADED FD	254	$8.62K	<0.01%	0	Timeline
FMXFOMENTO ECONOMICO MEXICANO S	100	$8.55K	<0.01%	0	Timeline
ALLALLSTATE CORP	44	$8.48K	<0.01%	0	Timeline
IFFINTERNATIONAL FLAVORS&FRAGRA	100	$8.46K	<0.01%	0	Timeline
DGRWWISDOMTREE TR	104	$8.42K	<0.01%	0	Timeline
XLRESELECT SECTOR SPDR TR	203	$8.24K	<0.01%	+3	Timeline
NCLHNORWEGIAN CRUISE LINE HLDGS	315	$8.11K	<0.01%	0	Timeline
FCGFIRST TR EXCHANGE-TRADED FD	324	$7.98K	<0.01%	0	Timeline
LITGLOBAL X FDS	195	$7.96K	<0.01%	0	Timeline
LNTALLIANT ENERGY CORP	133	$7.87K	<0.01%	0	Timeline
PDDPDD HOLDINGS INC	81	$7.86K	<0.01%	0	Timeline
VTSVITESSE ENERGY INC	300	$7.5K	<0.01%	new	Timeline
PFFISHARES TR	232	$7.29K	<0.01%	0	Timeline
TOSTTOAST INC	200	$7.29K	<0.01%	+125	Timeline
GTN-AGRAY MEDIA INC	1,000	$7.29K	<0.01%	0	Timeline
PIMCO MUN INCOME FD IIIPIMCO MUN INCOME FD III	990	$7.29K	<0.01%	0
TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR	132	$7.19K	<0.01%	0
PSXPHILLIPS 66	63	$7.18K	<0.01%	0	Timeline
APOGAPOGEE ENTERPRISES INC	100	$7.14K	<0.01%	0	Timeline
PNWPINNACLE WEST CAP CORP	81	$6.87K	<0.01%	0	Timeline
CCLCARNIVAL CORP	274	$6.83K	<0.01%	0	Timeline
MARMARRIOTT INTL INC NEW	24	$6.7K	<0.01%	new	Timeline
SILASILA REALTY TRUST INC	275	$6.69K	<0.01%	new	Timeline
UHALU HAUL HOLDING COMPANY	95	$6.56K	<0.01%	new	Timeline
PATKPATRICK INDS INC	78	$6.51K	<0.01%	+26	Timeline
EFCELLINGTON FINANCIAL INC	535	$6.48K	<0.01%	new	Timeline
MSMORGAN STANLEY	51	$6.41K	<0.01%	new	Timeline
LRGELEGG MASON ETF INVT	83	$6.26K	<0.01%	0	Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNE	79	$6.07K	<0.01%	0	Timeline
HLNHALEON PLC	628	$5.99K	<0.01%	0	Timeline
BKHBLACK HILLS CORP	100	$5.85K	<0.01%	0	Timeline
DGDOLLAR GEN CORP	77	$5.84K	<0.01%	0	Timeline
AOKISHARES TR	155	$5.78K	<0.01%	0	Timeline
WDCWESTERN DIGITAL CORP	95	$5.67K	<0.01%	0	Timeline
LITELUMENTUM HLDGS INC	66	$5.54K	<0.01%	0	Timeline
JETSETF SER SOLUTIONS	218	$5.54K	<0.01%	0	Timeline
EEMVISHARES INC	95	$5.48K	<0.01%	+3	Timeline
RUNNSTRATEGIC TRUST	165	$5.39K	<0.01%	+1	Timeline
XLUSELECT SECTOR SPDR TR	71	$5.37K	<0.01%	0	Timeline
BNSBANK NOVA SCOTIA B C	100	$5.37K	<0.01%	0	Timeline
LULULULULEMON ATHLETICA INC	14	$5.35K	<0.01%	new	Timeline
SLVISHARES SILVER TR	200	$5.27K	<0.01%	0	Timeline
SCHASCHWAB STRATEGIC TR	200	$5.17K	<0.01%	+101	Timeline
FASTFASTENAL CO	67	$4.84K	<0.01%	0	Timeline
SNYSANOFI SA	100	$4.82K	<0.01%	0	Timeline
FUNSIX FLAGS ENTERTAINMENT CORP	100	$4.82K	<0.01%	0	Timeline
IBITISHARES BITCOIN TRUST ETF	90	$4.78K	<0.01%	0	Timeline
SPYGSPDR SERIES TRUST	54	$4.75K	<0.01%	new	Timeline
CROXCROCS INC	43	$4.71K	<0.01%	0	Timeline
FNDCSCHWAB STRATEGIC TR	135	$4.61K	<0.01%	0	Timeline
SPSCSPS COMM INC	25	$4.6K	<0.01%	0	Timeline
EWEDWARDS LIFESCIENCES CORP	62	$4.59K	<0.01%	0	Timeline
AALAMERICAN AIRLINES GROUP INC	262	$4.56K	<0.01%	0	Timeline
BMOBANK OF MONTREAL	47	$4.53K	<0.01%	+1	Timeline
PARAMOUNT GLOBALPARAMOUNT GLOBAL	432	$4.52K	<0.01%	0
DELLDELL TECHNOLOGIES INC	39	$4.49K	<0.01%	0	Timeline
PTBDPACER FDS TR	224	$4.47K	<0.01%	-2,267	Timeline
VNTVONTIER CORPORATION	120	$4.38K	<0.01%	0	Timeline
RIVNRIVIAN AUTOMOTIVE INC	325	$4.32K	<0.01%	0	Timeline
XARSPDR SERIES TRUST	26	$4.31K	<0.01%	0	Timeline
HSYHERSHEY CO	25	$4.26K	<0.01%	new	Timeline
DPZDOMINOS PIZZA INC	10	$4.2K	<0.01%	0	Timeline
SPSMSPDR SERIES TRUST	90	$4.04K	<0.01%	0	Timeline
BTCGRAYSCALE BITCOIN MINI TR ET	96	$4.02K	<0.01%	new	Timeline
TIPISHARES TR	36	$3.84K	<0.01%	0	Timeline
IIMINVESCO VALUE MUN INCOME TR	319	$3.79K	<0.01%	0	Timeline
BF-ABROWN FORMAN CORP	100	$3.77K	<0.01%	0	Timeline
TGNATEGNA INC	200	$3.66K	<0.01%	0	Timeline
PNRPENTAIR PLC	36	$3.62K	<0.01%	0	Timeline
IQIINVESCO QUALITY MUN INCOME T	362	$3.57K	<0.01%	0	Timeline
BEPBROOKFIELD RENEWABLE ENERGY	150	$3.42K	<0.01%	0	Timeline
AVNSAVANOS MED INC	209	$3.33K	<0.01%	0	Timeline
FEFIRSTENERGY CORP	82	$3.26K	<0.01%	0	Timeline
FIBKFIRST INTST BANCSYSTEM INC	100	$3.25K	<0.01%	0	Timeline
NXTNEXTPOWER INC	84	$3.07K	<0.01%	0	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	50	$3.02K	<0.01%	0	Timeline
RBLXROBLOX CORP	51	$2.95K	<0.01%	0	Timeline
ALAIR LEASE CORP	60	$2.89K	<0.01%	0	Timeline
HMCHONDA MOTOR CO LTD	100	$2.85K	<0.01%	0	Timeline
MSBMESABI TR	100	$2.81K	<0.01%	0	Timeline
UNITI GROUP INCUNITI GROUP INC	510	$2.81K	<0.01%	0
PLDPROLOGIS INC.	26	$2.75K	<0.01%	0	Timeline
WPCWP CAREY INC	49	$2.67K	<0.01%	0	Timeline
WABWABTEC	14	$2.65K	<0.01%	0	Timeline
OGEOGE ENERGY CORP	64	$2.64K	<0.01%	0	Timeline
SWXSOUTHWEST GAS HLDGS INC	37	$2.62K	<0.01%	0	Timeline
ALKALASKA AIR GROUP INC	40	$2.59K	<0.01%	0	Timeline
MRSHMARSH & MCLENNAN COS INC	12	$2.56K	<0.01%	0	Timeline
PCYOPURE CYCLE CORP	200	$2.54K	<0.01%	0	Timeline
TDGTRANSDIGM GROUP INC	2	$2.54K	<0.01%	0	Timeline
WWAYFAIR INC	57	$2.53K	<0.01%	0	Timeline
BILIBILIBILI INC	139	$2.52K	<0.01%	0	Timeline
NVTNVENT ELEC PLC	36	$2.45K	<0.01%	0	Timeline
CHTRCHARTER COMMUNICATIONS INC	7	$2.4K	<0.01%	0	Timeline
HPEHEWLETT PACKARD ENTERPRISE C	110	$2.34K	<0.01%	+1	Timeline
QQQMINVESCO EXCH TRADED FD TR II	11	$2.26K	<0.01%	0	Timeline
ETHGRAYSCALE ETHEREUM STAKING	71	$2.24K	<0.01%	new	Timeline
SONYSONY GROUP CORP	105	$2.22K	<0.01%	+84	Timeline
BTIBRITISH AMERN TOB PLC	61	$2.22K	<0.01%	0	Timeline
TQQQPROSHARES TR	27	$2.14K	<0.01%	new	Timeline
BDXBECTON DICKINSON & CO	9	$2.07K	<0.01%	0	Timeline
CPHCCANTERBURY PK HLDG CORP	100	$2.05K	<0.01%	0	Timeline
WDSWOODSIDE ENERGY GROUP LTD	131	$2.04K	<0.01%	0	Timeline
NGGNATIONAL GRID PLC	32	$1.93K	<0.01%	0	Timeline
SOFISOFI TECHNOLOGIES INC	125	$1.93K	<0.01%	0	Timeline
SUPNSUPERNUS PHARMACEUTICALS	52	$1.88K	<0.01%	0	Timeline
POSTPOST HLDGS INC	16	$1.83K	<0.01%	0	Timeline
ONEQFIDELITY COMWLTH TR	24	$1.82K	<0.01%	0	Timeline
ELLAUDER ESTEE COS INC	24	$1.82K	<0.01%	0	Timeline
PPGPPG INDS INC	15	$1.81K	<0.01%	0	Timeline
VBRVANGUARD INDEX FDS	9	$1.78K	<0.01%	0	Timeline
XIFRXPLR INFRASTRUCTURE LP	100	$1.78K	<0.01%	0	Timeline
MATMATTEL INC	100	$1.77K	<0.01%	0	Timeline
UPROPROSHARES TR	20	$1.77K	<0.01%	new	Timeline
SLVMSYLVAMO CORP	22	$1.74K	<0.01%	0	Timeline
MARAMARA HOLDINGS INC	100	$1.68K	<0.01%	0	Timeline
GRALGRAIL INC	90	$1.61K	<0.01%	0	Timeline
CHINA FD INCCHINA FD INC	133	$1.59K	<0.01%	0
VODVODAFONE GROUP PLC	184	$1.57K	<0.01%	0	Timeline
ICUIICU MED INC	10	$1.55K	<0.01%	0	Timeline
OGNORGANON & CO	103	$1.54K	<0.01%	0	Timeline
STESTERIS PLC	7	$1.51K	<0.01%	0	Timeline
BRBRBELLRING BRANDS INC	20	$1.51K	<0.01%	0	Timeline
DCIDONALDSON INC	22	$1.48K	<0.01%	0	Timeline
TWLOTWILIO INC	13	$1.41K	<0.01%	0	Timeline
CRESYCRESUD S A C I F Y A	110	$1.39K	<0.01%	0	Timeline
AMPLIFY ALTERNATIVE HARVEST…AMPLIFY ALTERNATIVE HARVEST ETF	620	$1.39K	<0.01%	0
REVELYST INCREVELYST INC	72	$1.39K	<0.01%	new
BNTBROOKFIELD WEALTH SOL LTD	22	$1.26K	<0.01%	0	Timeline
QUALISHARES TR	7	$1.25K	<0.01%	0	Timeline
DLNWISDOMTREE TR	16	$1.25K	<0.01%	0	Timeline
MTUMISHARES TR	6	$1.24K	<0.01%	0	Timeline
EQCEQUITY COMMONWEALTH	695	$1.23K	<0.01%	new	Timeline
BITSGLOBAL X FDS	18	$1.23K	<0.01%	0	Timeline
AIGAMERICAN INTL GROUP INC	15	$1.09K	<0.01%	0	Timeline
FCPTFOUR CORNERS PPTY TR INC	39	$1.06K	<0.01%	0	Timeline
UAUNDER ARMOUR INC	130	$970	<0.01%	0	Timeline
VSTVISTRA CORP	7	$965	<0.01%	0	Timeline
KKELLANOVA	12	$959	<0.01%	0	Timeline
BBUBROOKFIELD BUSINESS PARTNERS L	40	$937	<0.01%	0	Timeline
TDOCTELADOC HEALTH INC	97	$882	<0.01%	0	Timeline
ALBALBEMARLE CORP	10	$877	<0.01%	0	Timeline
STSENSATA TECHNOLOGIES HLDG PL	30	$832	<0.01%	0	Timeline
FOXAFOX CORP	17	$826	<0.01%	new	Timeline
ZZILLOW GROUP INC	11	$815	<0.01%	0	Timeline
FENIFIDELITY COVINGTON TRUST	29	$803	<0.01%	0	Timeline
ONLORION PROPERTIES INC	201	$746	<0.01%	0	Timeline
ARCOARCOS DORADOS HLDGS INC	102	$743	<0.01%	0	Timeline
FROGJFROG LTD	24	$706	<0.01%	0	Timeline
ETSYETSY INC	12	$635	<0.01%	0	Timeline
IRTCIRHYTHM HOLDINGS INC	7	$631	<0.01%	0	Timeline
PATHUIPATH INC	48	$610	<0.01%	0	Timeline
GOFGUGGENHEIM STRATEGIC OPPORTU	35	$534	<0.01%	0	Timeline
PIIPOLARIS INC	9	$521	<0.01%	0	Timeline
QSQUANTUMSCAPE CORP	96	$498	<0.01%	0	Timeline
BBUCBROOKFIELD BUSINESS HOLDINGS	20	$485	<0.01%	0	Timeline
DKNGDRAFTKINGS INC NEW	13	$484	<0.01%	0	Timeline
NEUEHEALTH INCNEUEHEALTH INC	64	$475	<0.01%	0
KHCKRAFT HEINZ CO	15	$461	<0.01%	0	Timeline
HANESBRANDS INCHANESBRANDS INC	48	$391	<0.01%	0
BODITHE BEACHBODY COMPANY INC	63	$387	<0.01%	0	Timeline
NWSANEWS CORP NEW	13	$358	<0.01%	new	Timeline
CELUCELULARITY INC	171	$356	<0.01%	0	Timeline
EPREPR PPTYS	8	$354	<0.01%	0	Timeline
PLUGPLUG PWR INC	150	$320	<0.01%	0	Timeline
GTNGRAY MEDIA INC	100	$315	<0.01%	0	Timeline
ASIXADVANSIX INC	11	$313	<0.01%	0	Timeline
LUCID GROUP INCLUCID GROUP INC	101	$305	<0.01%	0
SSKNSTRATA SKIN SCIENCES INC COM S	101	$294	<0.01%	0	Timeline
PINSPINTEREST INC	10	$290	<0.01%	0	Timeline
KDKYNDRYL HLDGS INC	8	$277	<0.01%	0	Timeline
SJMSMUCKER J M CO	2	$220	<0.01%	0	Timeline
NOKNOKIA CORP	48	$213	<0.01%	0	Timeline
VLUEISHARES TR	2	$211	<0.01%	0	Timeline
UISUNISYS CORP	30	$190	<0.01%	0	Timeline
RNGRINGCENTRAL INC	5	$175	<0.01%	0	Timeline
RIOTRIOT PLATFORMS INC	16	$163	<0.01%	0	Timeline
DXCDXC TECHNOLOGY CO	8	$160	<0.01%	0	Timeline
NLOPNET LEASE OFFICE PROPERTIES	5	$156	<0.01%	0	Timeline
SNCYSUN CTRY AIRLS HLDGS INC	10	$146	<0.01%	0	Timeline
JMIAJUMIA TECHNOLOGIES AG	34	$130	<0.01%	0	Timeline
NIONIO INC	29	$126	<0.01%	0	Timeline
BIOVIE INCBIOVIE INC	59	$118	<0.01%	0
CHGGCHEGG INC	70	$113	<0.01%	0	Timeline
PTONPELOTON INTERACTIVE INC	12	$104	<0.01%	0	Timeline
CRONCRONOS GROUP INC	45	$91	<0.01%	0	Timeline
LICYQLI-CYCLE HLDGS CORP COM NEW	50	$90	<0.01%	0	Timeline
PENNPENN ENTERTAINMENT INC	4	$79	<0.01%	0	Timeline
LAZRQLUMINAR TECHNOLOGIES INC. COM	13	$70	<0.01%	new	Timeline
MSOSADVISORSHARES TR	18	$69	<0.01%	0	Timeline
IRSIRSA INVERSIONES Y REP S A	4	$60	<0.01%	0	Timeline
ZIMVIE INCZIMVIE INC	4	$56	<0.01%	0
LILI AUTO INC	2	$48	<0.01%	0	Timeline
WK KELLOGG COWK KELLOGG CO	2	$38	<0.01%	0
ORGANIGRAM HLDGS INCORGANIGRAM HLDGS INC	23	$37	<0.01%	0
SNDLSNDL INC	16	$29	<0.01%	0	Timeline
BACKIMAC HLDGS INC COM NEW	20	$25	<0.01%	0	Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC	3	$24	<0.01%	0
SPCEVIRGIN GALACTIC HOLDINGS INC	4	$24	<0.01%	0	Timeline
GILTGILAT SATELLITE NETWORKS LTD	3	$18	<0.01%	new	Timeline
CGCCANOPY GROWTH CORPORATION	5	$14	<0.01%	0	Timeline
POCIPRECISION OPTICS CORP INC MA	2	$10	<0.01%	0	Timeline
EDITEDITAS MEDICINE INC	6	$8	<0.01%	0	Timeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

Security	Type	Amount	Value	Change
WAYFAIR INCWAYFAIR INC NOTE 0.625%10/0	principal	15,000	$14.4K	new
LENDINGTREE INCLENDINGTREE INC NOTE 0.500% 7/1	principal	10,000	$9.54K	new
TELADOC HEALTH INCTELADOC HEALTH INC NOTE 1.250% 6/0	principal	10,000	$8.73K	new

Sold out in Q4 2024

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

Security	Shares before	Value before	Type
BROOKFIELD INFRASTRUCT FCLA…BROOKFIELD INFRASTRUCT FCLASS …	29,367	$1.28M	shares
BLACKROCK INCBLACKROCK INC	300	$284K	shares
BROOKFIELD RENEWABLE COR-ABROOKFIELD RENEWABLE COR-A	3,612	$118K	shares
VWOBVANGUARD WHITEHALL FDS	595	$39.5K	shares
VIOOVANGUARD ADMIRAL FDS INC	286	$30.9K	shares
LAM RESEARCH CORPLAM RESEARCH CORP	34	$27.9K	shares
FBNDFIDELITY MERRIMACK STR TR	438	$20.5K	shares
ARISTA NETWORKS INCARISTA NETWORKS INC	36	$13.8K	shares
HIIHUNTINGTON INGALLS INDS INC	50	$13.2K	shares
FGDFIRST TR EXCHANGE-TRADED FD	225	$5.48K	shares
GRAYSCALE ETHEREUM MINI STA…GRAYSCALE ETHEREUM MINI STAKING E…	1,581	$3.86K	shares
SPYVSPDR SERIES TRUST	57	$3.02K	shares
VISTA OUTDOOR INCVISTA OUTDOOR INC	72	$2.82K	shares
Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF	485	$2.73K	shares
LYBLYONDELLBASELL INDUSTRIES NV	27	$2.59K	shares
WCLDWISDOMTREE TR	75	$2.4K	shares
LEGLEGGETT & PLATT INC	100	$1.36K	shares
MARATHON OIL CORPMARATHON OIL CORP	29	$772	shares
QNCXQUINCE THERAPEUTICS INC	310	$241	shares
LUMINAR TECHNOLOGIES INCLUMINAR TECHNOLOGIES INC	200	$180	shares

How Q4 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 0002003287-25-000001	base		2025-02-03	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC