| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MEDTRONIC PLC | 19 | Q2 2024 | 17.7% |
| VANGUARD WHITEHALL FDS INC | 19 | Q2 2024 | 7.6% |
| JP MORGAN EXCHANGE TRADED FD | 19 | Q2 2024 | 18.8% |
| APPLE INC | 19 | Q2 2024 | 5.6% |
| VANGUARD WORLD FDS | 19 | Q2 2024 | 6.6% |
| MICROSOFT CORP | 19 | Q2 2024 | 5.4% |
| BOSTON SCIENTIFIC CORP | 19 | Q2 2024 | 8.4% |
| VANGUARD SPECIALIZED FUNDS | 19 | Q2 2024 | 3.6% |
| ISHARES TR | 19 | Q2 2024 | 4.1% |
| ISHARES TR | 19 | Q2 2024 | 3.2% |
View Financial Perspectives, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| N-PX | 2024-07-25 |
| 13F-HR | 2024-04-19 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2024-01-10 |
| 13F-HR | 2024-01-10 |
View Financial Perspectives, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.