0002003287-24-000001.txt : 20240110 0002003287-24-000001.hdr.sgml : 20240110 20240109185256 ACCESSION NUMBER: 0002003287-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20240110 DATE AS OF CHANGE: 20240109 EFFECTIVENESS DATE: 20240110 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Financial Perspectives, Inc CENTRAL INDEX KEY: 0002003287 ORGANIZATION NAME: IRS NUMBER: 202751068 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23491 FILM NUMBER: 24524481 BUSINESS ADDRESS: STREET 1: 3300 FERNBROOK LN N STREET 2: SUITE 250 CITY: MINNEAPOLIS STATE: MN ZIP: 55447 BUSINESS PHONE: 7633347211 MAIL ADDRESS: STREET 1: 3300 FERNBROOK LN N STREET 2: SUITE 250 CITY: MINNEAPOLIS STATE: MN ZIP: 55447 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002003287 XXXXXXXX 12-31-2019 12-31-2019 Financial Perspectives, Inc

3300 FERNBROOK LN N SUITE 250 MINNEAPOLIS MN 55447

13F HOLDINGS REPORT 028-23491 000135549 801-97343 N Nicole Wilken 763-334-7211 Nicole Wilken Minneapolis MN 01-08-2024 0 514 146522359 false INFORMATION TABLE 2 finp4q19.xml 3M CO COM 88579Y101 2143847 12152 SH SOLE 0 0 12152 ABB LTD SPONSORED ADR 000375204 9636 400 SH SOLE 0 0 400 ABBOTT LABS COM 002824100 492757 5673 SH SOLE 0 0 5673 ABBVIE INC COM 00287Y109 883342 9977 SH SOLE 0 0 9977 ABIOMED INC COM 003654100 853 5 SH SOLE 0 0 5 ADOBE INC COM 00724F101 48185 146 SH SOLE 0 0 146 ADVANCED MICRO DEVICES INC COM 007903107 2247 49 SH SOLE 0 0 49 ADVANSIX INC COM 00773T101 299 15 SH SOLE 0 0 15 ADVISORSHARES TR VICE ETF 00768Y545 40413 1612 SH SOLE 0 0 1612 AFFILIATED MANAGERS GROUP IN COM 008252108 7457 88 SH SOLE 0 0 88 AFLAC INC COM 001055102 8993 170 SH SOLE 0 0 170 AIR PRODS &CHEMS INC COM 009158106 43238 184 SH SOLE 0 0 184 ALCOA CORP COM 013872106 237 11 SH SOLE 0 0 11 ALCON INC ORD SHS H01301128 44690 790 SH SOLE 0 0 790 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 784134 3697 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734 SH SOLE 0 0 734 NORDSTROM INC COM 655664100 3888 95 SH SOLE 0 0 95 NOVARTIS A G SPONSORED ADR 66987V109 374310 3953 SH SOLE 0 0 3953 NOVO-NORDISK A S ADR 670100205 491517 8492 SH SOLE 0 0 8492 NUANCE COMMUNICATIONS INC COM 67020Y100 17830 1000 SH SOLE 0 0 1000 NUCANA PLC SPONSORED ADR 67022C106 336 55 SH SOLE 0 0 55 NUTANIX INC CL A 67059N108 225385 7210 SH SOLE 0 0 7210 NUVASIVE INC COM 670704105 2398 31 SH SOLE 0 0 31 NUVEEN AMT FREE MUN CR INC F COM 67071L106 3251 195 SH SOLE 0 0 195 NUVEEN AMT FREE QLTY MUN INC COM 670657105 29019 2018 SH SOLE 0 0 2018 NVENT ELECTRIC PLC SHS G6700G107 921 36 SH SOLE 0 0 36 NVIDIA CORP COM 67066G104 80964 344 SH SOLE 0 0 344 NXP SEMICONDUCTORS N V COM N6596X109 85589 673 SH SOLE 0 0 673 O REILLY AUTOMOTIVE INC NEW COM 67103H107 43826 100 SH SOLE 0 0 100 OCCIDENTAL PETE CORP COM 674599105 3369 82 SH SOLE 0 0 82 OLD REP INTL CORP COM 680223104 8273 370 SH SOLE 0 0 370 OLIN CORP COM PAR USD1 680665205 1725 100 SH SOLE 0 0 100 ON SEMICONDUCTOR CORP COM 682189105 40227 1650 SH SOLE 0 0 1650 ONE GAS INC COM 68235P108 8421 90 SH SOLE 0 0 90 ONEOK INC NEW COM 682680103 7567 100 SH SOLE 0 0 100 ORACLE CORP COM 68389X105 96159 1815 SH SOLE 0 0 1815 PAGERDUTY INC COM 69553P100 2339 100 SH SOLE 0 0 100 PAGSEGURO DIGITAL LTD COM CL A G68707101 11136 326 SH SOLE 0 0 326 PAMPA ENERGIA S A SPONS ADR LVL I 697660207 1873 114 SH SOLE 0 0 114 PARKER HANNIFIN CORP COM 701094104 35470 172 SH SOLE 0 0 172 PATRICK INDS INC COM 703343103 2726 52 SH SOLE 0 0 52 PAYPAL HLDGS INC COM 70450Y103 106115 981 SH SOLE 0 0 981 PENTAIR PLC SHS G7S00T104 1651 36 SH SOLE 0 0 36 PEPSICO INC COM 713448108 165371 1210 SH SOLE 0 0 1210 PERSPECTA INC COM 715347100 106 4 SH SOLE 0 0 4 PETROCHINA CO LTD SPONSORED ADR 71646E100 5033 100 SH SOLE 0 0 100 PFIZER INC COM 717081103 1612142 41147 SH SOLE 0 0 41147 PHILIP MORRIS INTL INC COM 718172109 37038 435 SH SOLE 0 0 435 PHILLIPS 66 COM 718546104 7019 63 SH SOLE 0 0 63 PINNACLE WEST CAP CORP COM 723484101 17177 191 SH SOLE 0 0 191 PIPER JAFFRAY COS COM 724078100 8554 107 SH SOLE 0 0 107 PLUS THERAPEUTICS INC COM NEW 72941H400 2 1 SH SOLE 0 0 1 PNC FINL SVCS GROUP INC COM 693475105 22667 142 SH SOLE 0 0 142 POLARIS INC COM 731068102 814 8 SH SOLE 0 0 8 POST HLDGS INC COM 737446104 1746 16 SH SOLE 0 0 16 PPG INDS INC COM 693506107 1869 14 SH SOLE 0 0 14 PRINCIPAL FINL GROUP INC COM 74251V102 13090 238 SH SOLE 0 0 238 PROCTER &GAMBLE CO COM 742718109 83988 672 SH SOLE 0 0 672 PROGRESSIVE CORP OHIO COM 743315103 32937 455 SH SOLE 0 0 455 PROLOGIS INC COM 74340W103 2029 23 SH SOLE 0 0 23 PROTO LABS INC COM 743713109 106120 1045 SH SOLE 0 0 1045 PRUDENTIAL FINL INC COM 744320102 34684 370 SH SOLE 0 0 370 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 12341 209 SH SOLE 0 0 209 PULTE GROUP INC COM 745867101 15908 410 SH SOLE 0 0 410 PURECYCLE CORP COM NEW 746228303 2518 200 SH SOLE 0 0 200 Q2 HLDGS INC COM 74736L109 24324 300 SH SOLE 0 0 300 QUALCOMM INC COM 747525103 32027 363 SH SOLE 0 0 363 REALTY INCOME CORP COM 756109104 148070 2011 SH SOLE 0 0 2011 RENT A CTR INC NEW COM 76009N100 577 20 SH SOLE 0 0 20 RESIDEO TECHNOLOGIES INC COM 76118Y104 191 16 SH SOLE 0 0 16 RIO TINTO PLC SPONSORED ADR 767204100 13950 235 SH SOLE 0 0 235 ROCKWELL AUTOMATION INC COM 773903109 22699 112 SH SOLE 0 0 112 ROSS STORES INC COM 778296103 3019 26 SH SOLE 0 0 26 ROYAL BK CDA MONTREAL QUE COM 780087102 10692 135 SH SOLE 0 0 135 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 53404 400 SH SOLE 0 0 400 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 5997 100 SH SOLE 0 0 100 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 247002 4188 SH SOLE 0 0 4188 RPM INTL INC COM 749685103 12665 165 SH SOLE 0 0 165 SANOFI SPONSORED ADR 80105N105 134034 2670 SH SOLE 0 0 2670 SAP SE SPON ADR 803054204 16749 125 SH SOLE 0 0 125 SCHLUMBERGER LTD COM 806857108 20777 517 SH SOLE 0 0 517 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3613 47 SH SOLE 0 0 47 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 26884 350 SH SOLE 0 0 350 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 3706 49 SH SOLE 0 0 49 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 4489 135 SH SOLE 0 0 135 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 21891 544 SH SOLE 0 0 544 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4418 76 SH SOLE 0 0 76 SCOTTS MIRACLE GRO CO CL A 810186106 10618 100 SH SOLE 0 0 100 SEASPAN CORP SHS Y75638109 1421 100 SH SOLE 0 0 100 SEATTLE GENETICS INC COM 812578102 10169 89 SH SOLE 0 0 89 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 235740 3743 SH SOLE 0 0 3743 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 19440 155 SH SOLE 0 0 155 SELECT SECTOR SPDR TR ENERGY 81369Y506 128827 2146 SH SOLE 0 0 2146 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 32981 1071 SH SOLE 0 0 1071 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 14667 160 SH SOLE 0 0 160 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 4588 71 SH SOLE 0 0 71 SEMPRA ENERGY COM 816851109 434293 2867 SH SOLE 0 0 2867 SERVICENOW INC COM 81762P102 106717 378 SH SOLE 0 0 378 SKECHERS U S A INC CL A 830566105 11013 255 SH SOLE 0 0 255 SMUCKER J M CO COM NEW 832696405 208 2 SH SOLE 0 0 2 SNAP INC CL A 83304A106 5716 350 SH SOLE 0 0 350 SONY CORP SPONSORED ADR 835699307 72080 1060 SH SOLE 0 0 1060 SOUTHERN CO COM 842587107 207407 3256 SH SOLE 0 0 3256 SOUTHERN COPPER CORP COM 84265V105 4248 100 SH SOLE 0 0 100 SPDR GOLD TRUST GOLD SHS 78463V107 159048 1113 SH SOLE 0 0 1113 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 91199 2351 SH SOLE 0 0 2351 SPDR S&P 500 ETF TR TR UNIT 78462F103 443653 1378 SH SOLE 0 0 1378 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 1791 51 SH SOLE 0 0 51 SPDR SERIES TRUST DJ REIT ETF 78464A607 9182 90 SH SOLE 0 0 90 SPIRIT AEROSYSTEMS HLDGS INC COM CL A 848574109 10057 138 SH SOLE 0 0 138 SPLUNK INC COM 848637104 2846 19 SH SOLE 0 0 19 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 24360 2000 SH SOLE 0 0 2000 SPS COMMERCE INC COM 78463M107 13301 240 SH SOLE 0 0 240 SQUARE INC CL A 852234103 99283 1587 SH SOLE 0 0 1587 STARBUCKS CORP COM 855244109 5814 66 SH SOLE 0 0 66 STITCH FIX INC COM CL A 860897107 2566 100 SH SOLE 0 0 100 STONECO LTD COM CL A G85158106 37975 952 SH SOLE 0 0 952 SUNCOR ENERGY INC NEW COM 867224107 17187 524 SH SOLE 0 0 524 SUPERNUS PHARMACEUTICALS INC COM 868459108 2443 103 SH SOLE 0 0 103 SURMODICS INC COM 868873100 586400 14154 SH SOLE 0 0 14154 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 824493 14191 SH SOLE 0 0 14191 TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 874060205 75073 3805 SH SOLE 0 0 3805 TAL EDUCATION GROUP SPONSORED ADS 874080104 13592 282 SH SOLE 0 0 282 TARGET CORP COM 87612E106 385950 3010 SH SOLE 0 0 3010 TCF FINANCIAL CORPORATION NE COM 872307103 298678 6382 SH SOLE 0 0 6382 TE CONNECTIVITY LTD REG SHS H84989104 125646 1311 SH SOLE 0 0 1311 TEGNA INC COM 87901J105 3338 200 SH SOLE 0 0 200 TERRAFORM PWR INC COM CL A 88104R209 882 57 SH SOLE 0 0 57 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 2989 305 SH SOLE 0 0 305 THERMO FISHER SCIENTIFIC INC COM 883556102 24365 75 SH SOLE 0 0 75 TITAN MACHY INC COM 88830R101 2956 200 SH SOLE 0 0 200 TJX COS INC NEW COM 872540109 38114 624 SH SOLE 0 0 624 TORONTO DOMINION BK ONT COM NEW 891160509 69489 1238 SH SOLE 0 0 1238 TOTAL S A SPONSORED ADS 89151E109 24774 448 SH SOLE 0 0 448 TOYOTA MOTOR CORP SP ADR REP2COM 892331307 34492 245 SH SOLE 0 0 245 TRANSOCEAN LTD REG SHS H8817H100 2463 358 SH SOLE 0 0 358 TRAVELERS COMPANIES INC COM 89417E109 39716 290 SH SOLE 0 0 290 TRIP COM GROUP LTD ADS 89677Q107 210396 6273 SH SOLE 0 0 6273 TRUIST FINL CORP COM 89832Q109 28442 505 SH SOLE 0 0 505 TWILIO INC CL A 90138F102 4914 50 SH SOLE 0 0 50 UBS AG JERSEY BRH ALERIAN INFRST 902641646 21100 1087 SH SOLE 0 0 1087 UBS AG LONDON BRH ETRAC ALER MLP 90267B682 21794 1592 SH SOLE 0 0 1592 UBS GROUP AG SHS H42097107 157250 12500 SH SOLE 0 0 12500 UNILEVER N V N Y SHS NEW 904784709 27523 479 SH SOLE 0 0 479 UNILEVER PLC SPON ADR NEW 904767704 8861 155 SH SOLE 0 0 155 UNION PACIFIC CORP COM 907818108 39412 218 SH SOLE 0 0 218 UNISYS CORP COM NEW 909214306 356 30 SH SOLE 0 0 30 UNITED PARCEL SERVICE INC CL B 911312106 29616 253 SH SOLE 0 0 253 UNITED STATES STL CORP NEW COM 912909108 2567 225 SH SOLE 0 0 225 UNITED TECHNOLOGIES CORP COM 913017109 60503 404 SH SOLE 0 0 404 UNITEDHEALTH GROUP INC COM 91324P102 473151 1609 SH SOLE 0 0 1609 UNITI GROUP INC COM 91325V108 4187 510 SH SOLE 0 0 510 US BANCORP DEL COM NEW 902973304 1146239 19333 SH SOLE 0 0 19333 V F CORP COM 918204108 99135 995 SH SOLE 0 0 995 VALE S A SPONSORED ADS 91912E105 1320 100 SH SOLE 0 0 100 VALERO ENERGY CORP NEW COM 91913Y100 5910 63 SH SOLE 0 0 63 VANECK VECTORS ETF TRUST BIOTECH ETF 92189F726 12269 88 SH SOLE 0 0 88 VANECK VECTORS ETF TRUST AFRICA INDEX ETF 92189F866 12272 605 SH SOLE 0 0 605 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 23375 268 SH SOLE 0 0 268 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 39660 492 SH SOLE 0 0 492 VANGUARD GROUP DIV APP ETF 921908844 2630605 21102 SH SOLE 0 0 21102 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 25659 87 SH SOLE 0 0 87 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 96544 810 SH SOLE 0 0 810 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 128929 812 SH SOLE 0 0 812 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 835216 9001 SH SOLE 0 0 9001 VANGUARD INDEX FDS SML CP GRW ETF 922908595 8345 42 SH SOLE 0 0 42 VANGUARD INDEX FDS GROWTH ETF 922908736 62423 343 SH SOLE 0 0 343 VANGUARD INDEX FDS VALUE ETF 922908744 471730 3936 SH SOLE 0 0 3936 VANGUARD INDEX FDS SMALL CP ETF 922908751 10932 66 SH SOLE 0 0 66 VANGUARD INDEX FDS TOTAL STK MKT 922908769 412544 2521 SH SOLE 0 0 2521 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 5909 100 SH SOLE 0 0 100 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 19443 175 SH SOLE 0 0 175 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 10529 130 SH SOLE 0 0 130 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 207675 4670 SH SOLE 0 0 4670 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 48793 366 SH SOLE 0 0 366 VANGUARD STAR FD VG TL INTL STK F 921909768 4183 75 SH SOLE 0 0 75 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 320817 7281 SH SOLE 0 0 7281 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 7150198 76301 SH SOLE 0 0 76301 VANGUARD WHITEHALL FDS INC INTL HIGH ETF 921946794 1260974 19771 SH SOLE 0 0 19771 VANGUARD WHITEHALL FDS INC INTL DVD ETF 921946810 834395 11579 SH SOLE 0 0 11579 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 453083 2811 SH SOLE 0 0 2811 VANGUARD WORLD FDS ENERGY ETF 92204A306 343668 4217 SH SOLE 0 0 4217 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 147884 771 SH SOLE 0 0 771 VANGUARD WORLD FDS INF TECH ETF 92204A702 221039 903 SH SOLE 0 0 903 VANGUARD WORLD FDS UTILITIES ETF 92204A876 61871 433 SH SOLE 0 0 433 VERIZON COMMUNICATIONS INC COM 92343V104 155080 2526 SH SOLE 0 0 2526 VIACOMCBS INC CL B 92556H206 24427 582 SH SOLE 0 0 582 VISA INC COM CL A 92826C839 84188 448 SH SOLE 0 0 448 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 106577 5514 SH SOLE 0 0 5514 WABTEC CORP COM 929740108 2256 29 SH SOLE 0 0 29 WALMART INC COM 931142103 187292 1576 SH SOLE 0 0 1576 WASTE MGMT INC DEL COM 94106L109 56980 500 SH SOLE 0 0 500 WEC ENERGY GROUP INC COM 92939U106 123404 1338 SH SOLE 0 0 1338 WELBILT INC COM 949090104 6244 400 SH SOLE 0 0 400 WELLS FARGO CO NEW COM 949746101 143538 2668 SH SOLE 0 0 2668 WELLTOWER INC COM 95040Q104 17664 216 SH SOLE 0 0 216 WEST PHARMACEUTICAL SVSC INC COM 955306105 4072 27 SH SOLE 0 0 27 WESTERN DIGITAL CORP COM 958102105 8378 132 SH SOLE 0 0 132 WESTROCK CO COM 96145D105 9612 224 SH SOLE 0 0 224 WEYERHAEUSER CO COM 962166104 17818 590 SH SOLE 0 0 590 WHEATON PRECIOUS METALS CORP COM 962879102 4254 143 SH SOLE 0 0 143 WISDOMTREE TR EUROPE SMCP DV 97717W869 757236 11587 SH SOLE 0 0 11587 WORKDAY INC CL A 98138H101 45553 277 SH SOLE 0 0 277 XCEL ENERGY INC COM 98389B100 192640 3034 SH SOLE 0 0 3034 ZIMMER BIOMET HLDGS INC COM 98956P102 15716 105 SH SOLE 0 0 105 ZOETIS INC CL A 98978V103 18397 139 SH SOLE 0 0 139