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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.32B
$3.17 Billion 0.13% of portfolio
60,548
Q1 2025 Added 0.0%
$7.76B
$2.33 Billion 0.1% of portfolio
34,754
Q1 2025 Added 0.03%
$8.26B
$1.87 Billion 0.08% of portfolio
52,239
Q1 2025 Reduced 2.77%
$4B
$1.68 Billion 0.07% of portfolio
29,689
Q1 2025 Added 9.43%
$8.93B
$1.35 Billion 0.06% of portfolio
35,436
Q1 2025 Reduced 1.4%
$3.33B
$1.42 Billion 0.06% of portfolio
17,665
Q1 2025 Added 0.51%
$3.66B
$1.27 Billion 0.05% of portfolio
24,053
Q1 2025 Added 14.42%
$4.2B
$1.17 Billion 0.05% of portfolio
55,292
Q1 2025 Reduced 13.57%
$4.6B
$1.01 Billion 0.04% of portfolio
17,353
Q1 2025 Added 4.8%
$5.67B
$636 Million 0.03% of portfolio
32,181
Q1 2025 Added 1.33%
$4.69B
$537 Million 0.02% of portfolio
4,046
Q1 2025 Reduced 59.32%
$5.06B
$393 Million 0.02% of portfolio
11,035
Q1 2025 Added 59.95%
$9.64B
$367 Million 0.01% of portfolio
6,633
Q4 2024 Added 0.61%
$8.83B
$357 Million 0.01% of portfolio
3,283
Q1 2025 Added 12.66%
$4.37B
$223 Million 0.01% of portfolio
2,472
Q1 2025 Reduced 52.3%
$7.02B
$336 Million 0.01% of portfolio
3,440
Q1 2025 Added 5.26%
$2.6B
$220 Million 0.01% of portfolio
2,080
Q1 2025 Reduced 1.47%
$9.24B
$235 Million 0.01% of portfolio
2,012
Q1 2025 Added 0.6%
$3.53B
$292 Million 0.01% of portfolio
3,631
Q1 2025 Added 95.01%

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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