Focus Financial Network, Inc. Portfolio Holdings

Focus Financial Network, Inc.

  • $2.52 Trillion
  • Q4 2024

Focus Financial Network, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.52 Trillion distributed in 665 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $245B, Schwab Strategic Tr Us Large C with a value of $128B, Ishares Core S&P 500 ETF with a value of $111B, Apple Inc. with a value of $98.8B, and Schwab Strategic Tr Us Dividen with a value of $87B.

Examining the 13F form we can see an increase of $67.2B in the current position value, from $2.45T to 2.52T.

Focus Financial Network, Inc. is based out at Minneapolis, MN

Below you can find more details about Focus Financial Network, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.52 Trillion
Technology: $440 Billion
Consumer Cyclical: $98.7 Billion
Financial Services: $78.9 Billion
Healthcare: $59.8 Billion
Industrials: $57.9 Billion
Consumer Defensive: $35.4 Billion
Communication Services: $32.7 Billion
Utilities: $13.4 Billion
Other: $37.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$335B
$245 Billion 9.76% of portfolio
1,827,805
Q4 2024 Reduced 2.41%
$0
$128 Billion 5.11% of portfolio
4,609,367
Q4 2024 Added 303.65%
$0
$111 Billion 4.41% of portfolio
188,496
Q4 2024 Reduced 3.61%
$3.95T
$98.8 Billion 3.93% of portfolio
394,447
Q4 2024 Reduced 1.59%
$0
$87 Billion 3.46% of portfolio
3,183,816
Q4 2024 Added 210.41%
$0
$83.8 Billion 3.33% of portfolio
163,851
Q4 2024 Reduced 0.12%
$2.21T
$70.7 Billion 2.81% of portfolio
322,140
Q4 2024 Added 1.88%
$0
$55.1 Billion 2.19% of portfolio
568,391
Q4 2024 Added 15.81%
$3.04T
$33.4 Billion 1.33% of portfolio
79,295
Q4 2024 Added 3.93%
$0
$32.4 Billion 1.29% of portfolio
299,079
Q4 2024 Added 0.11%
$0
$28.2 Billion 1.12% of portfolio
221,409
Q4 2024 Reduced 4.9%
$0
$27.8 Billion 1.1% of portfolio
281,815
Q4 2024 Added 5.58%
$623B
$27.6 Billion 1.1% of portfolio
60,916
Q4 2024 Added 5.07%
$0
$27.5 Billion 1.09% of portfolio
51,065
Q4 2024 Added 13.07%
$0
$26.9 Billion 1.07% of portfolio
598,918
Q4 2024 Added 0.43%
$0
$26.9 Billion 1.07% of portfolio
1,031,057
Q4 2024 Added 174.25%
$0
$24.8 Billion 0.99% of portfolio
420,742
Q4 2024 Added 0.85%
$0
$24.5 Billion 0.98% of portfolio
41,877
Q4 2024 Added 1.87%
$0
$24 Billion 0.95% of portfolio
347,708
Q4 2024 Added 6.55%
$436B
$22.6 Billion 0.9% of portfolio
44,709
Q4 2024 Reduced 3.71%
$0
$21.8 Billion 0.87% of portfolio
246,668
Q4 2024 Added 1.33%
$0
$20.4 Billion 0.81% of portfolio
900,823
Q4 2024 Added 174.64%
$0
$19.4 Billion 0.77% of portfolio
585,157
Q4 2024 Added 11.15%
$0
$19.1 Billion 0.76% of portfolio
97,307
Q4 2024 Added 8.25%
$190B
$18.7 Billion 0.74% of portfolio
17,617
Q4 2024 Added 32.73%
$0
$17.3 Billion 0.69% of portfolio
74,268
Q4 2024 Added 0.54%
$0
$17.1 Billion 0.68% of portfolio
367,814
Q4 2024 Added 4.25%
$0
$17.2 Billion 0.68% of portfolio
168,942
Q4 2024 Reduced 0.3%
$1.07T
$16.1 Billion 0.64% of portfolio
85,313
Q4 2024 Reduced 3.0%
$0
$16 Billion 0.64% of portfolio
76,228
Q4 2024 Added 9.12%
$0
$15.8 Billion 0.63% of portfolio
324,043
Q4 2024 Added 3.43%
$0
$15.5 Billion 0.62% of portfolio
87,289
Q4 2024 Reduced 6.26%
$0
$15.2 Billion 0.61% of portfolio
656,736
Q4 2024 Added 194.05%
$0
$15.2 Billion 0.6% of portfolio
122,764
Q4 2024 Reduced 0.98%
$0
$14.3 Billion 0.57% of portfolio
212,946
Q4 2024 Added 0.51%
$0
$14 Billion 0.56% of portfolio
292,171
Q4 2024 Added 60.52%
$0
$13.8 Billion 0.55% of portfolio
169,913
Q4 2024 Reduced 0.44%
$0
$13.5 Billion 0.54% of portfolio
203,782
Q4 2024 Reduced 0.58%
$0
$12.5 Billion 0.5% of portfolio
451,341
Q4 2024 Added 170.88%
$0
$12.5 Billion 0.5% of portfolio
283,712
Q4 2024 Added 3.9%
J P Morgan Exchange Traded F
-
$12 Billion 0.48% of portfolio
-
Q4 2024 New
$0
$11.3 Billion 0.45% of portfolio
146,100
Q4 2024 Reduced 0.18%
$0
$11.2 Billion 0.44% of portfolio
243,812
Q4 2024 Reduced 13.01%
$0
$10.7 Billion 0.43% of portfolio
414,602
Q4 2024 Added 97.14%
$458B
$10.4 Billion 0.41% of portfolio
11,379
Q4 2024 Added 6.56%
$0
$8.89 Billion 0.35% of portfolio
46,598
Q4 2024 Added 8.06%
$1.07T
$8.8 Billion 0.35% of portfolio
21,797
Q4 2024 Reduced 2.47%
$0
$8.61 Billion 0.34% of portfolio
379,368
Q4 2024 Added 113.7%
$0
$8.47 Billion 0.34% of portfolio
29,221
Q4 2024 Added 0.01%

Summary

  • Portfolio
  • No. of Stocks 665
  • Current Value $2.52 Trillion
  • Prior Value $2.45 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 45 stocks
  • Additional Purchases 327 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 252 stocks
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