Focus Financial Network, Inc. Portfolio Holdings

Focus Financial Network, Inc.

  • $2.45 Trillion
  • Q1 2025

Focus Financial Network, Inc. has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.45 Trillion distributed in 684 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $206B, Schwab Strategic Tr Us Large C with a value of $115B, Ishares Core S&P 500 ETF with a value of $107B, Schwab Strategic Tr Us Dividen with a value of $91.2B, and Apple Inc. with a value of $86.1B.

Examining the 13F form we can see an decrease of $69.9B in the current position value, from $2.52T to 2.45T.

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 $2.45 Trillion
Technology: $376 Billion
Consumer Cyclical: $86.5 Billion
Financial Services: $85 Billion
Healthcare: $61.5 Billion
Industrials: $53.1 Billion
Consumer Defensive: $34.7 Billion
Communication Services: $31 Billion
Energy: $14 Billion
Other: $40.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$241B
$206 Billion 8.41% of portfolio
1,897,135
Q1 2025 Added 3.79%
$0
$115 Billion 4.69% of portfolio
4,580,537
Q1 2025 Reduced 0.63%
$0
$107 Billion 4.36% of portfolio
189,775
Q1 2025 Added 0.68%
$0
$91.2 Billion 3.73% of portfolio
3,262,533
Q1 2025 Added 2.47%
$3.1T
$86.1 Billion 3.52% of portfolio
387,717
Q1 2025 Reduced 1.71%
$0
$76.6 Billion 3.13% of portfolio
163,307
Q1 2025 Reduced 0.33%
$0
$63.7 Billion 2.6% of portfolio
643,714
Q1 2025 Added 13.25%
$1.7T
$61.5 Billion 2.51% of portfolio
323,070
Q1 2025 Added 0.29%
$674B
$33.2 Billion 1.36% of portfolio
62,389
Q1 2025 Added 2.42%
$2.68T
$30.1 Billion 1.23% of portfolio
80,263
Q1 2025 Added 1.22%
$0
$30 Billion 1.23% of portfolio
314,607
Q1 2025 Added 12.58%
$0
$27.7 Billion 1.13% of portfolio
302,492
Q1 2025 Added 7.34%
$0
$27.7 Billion 1.13% of portfolio
214,542
Q1 2025 Reduced 3.1%
$0
$27.5 Billion 1.13% of portfolio
443,621
Q1 2025 Added 5.44%
$0
$27.1 Billion 1.11% of portfolio
1,019,898
Q1 2025 Reduced 1.08%
$0
$26.6 Billion 1.09% of portfolio
299,079
Q4 2024 Added 0.11%
$0
$25 Billion 1.02% of portfolio
44,646
Q1 2025 Added 6.61%
$0
$24.8 Billion 1.02% of portfolio
609,513
Q1 2025 Added 1.77%
$398B
$22.5 Billion 0.92% of portfolio
42,876
Q1 2025 Reduced 4.1%
$0
$22.2 Billion 0.91% of portfolio
336,929
Q1 2025 Reduced 3.1%
$0
$21.8 Billion 0.89% of portfolio
602,643
Q1 2025 Added 2.99%
$0
$20.6 Billion 0.84% of portfolio
241,827
Q1 2025 Reduced 1.96%
$0
$20.1 Billion 0.82% of portfolio
934,523
Q1 2025 Added 3.74%
$0
$19 Billion 0.78% of portfolio
98,083
Q1 2025 Added 0.8%
$0
$18.2 Billion 0.74% of portfolio
106,597
Q1 2025 Added 22.12%
$0
$17.5 Billion 0.72% of portfolio
188,525
Q1 2025 Added 11.59%
$0
$17.6 Billion 0.72% of portfolio
374,240
Q1 2025 Added 1.75%
$0
$16.7 Billion 0.68% of portfolio
333,699
Q1 2025 Added 2.98%
$153B
$16.4 Billion 0.67% of portfolio
20,645
Q1 2025 Added 17.19%
$0
$16 Billion 0.66% of portfolio
315,200
Q1 2025 Added 7.88%
$0
$15.2 Billion 0.62% of portfolio
73,789
Q1 2025 Reduced 0.64%
$0
$14.4 Billion 0.59% of portfolio
216,925
Q1 2025 Added 1.87%
$0
$14.2 Billion 0.58% of portfolio
73,618
Q1 2025 Reduced 3.42%
$0
$14.2 Billion 0.58% of portfolio
644,560
Q1 2025 Reduced 1.85%
$0
$13.6 Billion 0.56% of portfolio
119,849
Q1 2025 Reduced 2.37%
$0
$13.6 Billion 0.55% of portfolio
169,730
Q1 2025 Reduced 0.11%
$905B
$13.3 Billion 0.54% of portfolio
85,755
Q1 2025 Added 0.52%
$0
$13.3 Billion 0.54% of portfolio
294,200
Q1 2025 Added 3.7%
$0
$12.6 Billion 0.52% of portfolio
201,233
Q1 2025 Reduced 1.25%
$0
$12.5 Billion 0.51% of portfolio
371,815
Q1 2025 Added 119.29%
J P Morgan Exchange Traded F
-
$11.8 Billion 0.48% of portfolio
-
Q1 2025 Reduced 3.69%
$0
$11.4 Billion 0.47% of portfolio
146,096
Q1 2025 Reduced -0.0%
$0
$11.3 Billion 0.46% of portfolio
431,494
Q1 2025 Reduced 4.4%
$0
$11 Billion 0.45% of portfolio
57,967
Q1 2025 Added 24.4%
$0
$11 Billion 0.45% of portfolio
238,293
Q1 2025 Reduced 2.26%
$424B
$10.8 Billion 0.44% of portfolio
11,453
Q1 2025 Added 0.65%
$0
$10.5 Billion 0.43% of portfolio
241,731
Q1 2025 Added 31.48%
$0
$9.61 Billion 0.39% of portfolio
410,221
Q1 2025 Reduced 1.06%
$4.67B
$9.25 Billion 0.38% of portfolio
310,181
Q1 2025 Added 3.72%

Summary

  • Portfolio
  • No. of Stocks 684
  • Current Value $2.45 Trillion
  • Prior Value $2.52 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 48 stocks
  • Additional Purchases 327 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 271 stocks
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