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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.81B
$4.13 Billion 0.16% of portfolio
60,547
Q4 2024 Added 0.0%
$8.21B
$2.34 Billion 0.09% of portfolio
34,745
Q4 2024 Added 2.44%
$8.41B
$1.93 Billion 0.08% of portfolio
53,726
Q4 2024 Reduced 3.04%
$4.81B
$1.83 Billion 0.07% of portfolio
9,946
Q4 2024 Reduced 17.05%
$4.26B
$1.59 Billion 0.06% of portfolio
27,131
Q4 2024 Added 11.83%
$8.91B
$1.36 Billion 0.05% of portfolio
35,940
Q4 2024 Added 0.61%
$3.36B
$1.3 Billion 0.05% of portfolio
17,575
Q4 2024 Added 0.33%
$4.67B
$1.27 Billion 0.05% of portfolio
63,970
Q4 2024 Reduced 2.3%
$3.88B
$931 Million 0.04% of portfolio
21,022
Q4 2024 Added 12.41%
$4.96B
$852 Million 0.03% of portfolio
16,558
Q4 2024 Added 2.84%
$4.88B
$593 Million 0.02% of portfolio
5,182
Q4 2024 Added 78.87%
$6.14B
$617 Million 0.02% of portfolio
31,758
Q4 2024 Added 11.55%
$9.04B
$337 Million 0.01% of portfolio
2,914
Q4 2024 Reduced 3.29%
$5.58B
$376 Million 0.01% of portfolio
6,899
Q3 2024 Added 11.18%
$2.23B
$259 Million 0.01% of portfolio
2,111
Q4 2024 New
$3.63B
$307 Million 0.01% of portfolio
1,862
Q4 2022 Reduced 48.25%
$9.01B
$272 Million 0.01% of portfolio
2,000
Q3 2023 Sold Out
$7.05B
$301 Million 0.01% of portfolio
3,458
Q4 2024 Added 0.12%
$6.61B
$292 Million 0.01% of portfolio
3,268
Q4 2024 New
$7.73B
$203 Million 0.01% of portfolio
3,608
Q4 2024 Reduced 7.96%
$2.3B
$200 Million 0.01% of portfolio
2,780
Q4 2024 Reduced 26.46%
$8.58B
$353 Million 0.01% of portfolio
6,633
Q4 2024 Added 0.61%

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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