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
$232B
$4.25 Billion 0.17% of portfolio
13,606
Q1 2025 Added 1.49%
$0
$4.1 Billion 0.17% of portfolio
74,870
Q1 2025 Added 7.65%
$0
$4.08 Billion 0.17% of portfolio
7,531
Q1 2025 Added 1.44%
$0
$4.25 Billion 0.17% of portfolio
73,766
Q1 2025 Added 3.69%
$0
$4 Billion 0.16% of portfolio
76,412
Q1 2025 Added 3.13%
$0
$3.86 Billion 0.16% of portfolio
41,122
Q1 2025 Reduced 7.05%
$280B
$3.84 Billion 0.16% of portfolio
53,434
Q1 2025 Added 0.58%
$0
$4.01 Billion 0.16% of portfolio
53,616
Q1 2025 Reduced 2.22%
$430B
$3.81 Billion 0.16% of portfolio
32,022
Q1 2025 Added 2.97%
$43.3B
$3.93 Billion 0.16% of portfolio
37,701
Q1 2025 Reduced 1.3%
$0
$3.91 Billion 0.16% of portfolio
37,430
Q1 2025 Added 3.75%
$0
$3.97 Billion 0.16% of portfolio
31,484
Q1 2025 Added 2.3%
$0
$3.78 Billion 0.15% of portfolio
116,854
Q1 2025 Added 8.89%
$171B
$3.58 Billion 0.15% of portfolio
10,863
Q1 2025 Reduced 0.62%
-
$3.7 Billion 0.15% of portfolio
-
Q1 2025 Added 8.01%
$0
$3.74 Billion 0.15% of portfolio
168,777
Q1 2025 Reduced 3.0%
$370B
$3.68 Billion 0.15% of portfolio
10,033
Q1 2025 Reduced 7.95%
$0
$3.56 Billion 0.15% of portfolio
119,523
Q1 2025 Added 1.08%
$270B
$3.65 Billion 0.15% of portfolio
41,615
Q1 2025 Added 4.68%
$29.2B
$3.4 Billion 0.14% of portfolio
77,972
Q1 2025 Added 1.51%
$0
$3.41 Billion 0.14% of portfolio
28,540
Q1 2025 Added 0.94%
$1.01T
$3.34 Billion 0.14% of portfolio
21,376
Q1 2025 Added 3.69%
$0
$3.43 Billion 0.14% of portfolio
50,249
Q1 2025 New
$0
$3.54 Billion 0.14% of portfolio
64,169
Q1 2025 Added 2.1%
$0
$3.54 Billion 0.14% of portfolio
94,439
Q1 2025 Added 8.07%
$347B
$3.36 Billion 0.14% of portfolio
16,055
Q1 2025 Reduced 0.16%
$144B
$3.49 Billion 0.14% of portfolio
16,504
Q1 2025 Reduced 5.46%
$0
$3.1 Billion 0.13% of portfolio
131,421
Q1 2025 Added 1.38%
$0
$3.14 Billion 0.13% of portfolio
54,925
Q1 2025 Added 2.71%
$0
$3.13 Billion 0.13% of portfolio
61,788
Q1 2025 Added 2.07%
$10.2B
$3.17 Billion 0.13% of portfolio
60,548
Q1 2025 Added 0.0%
$111B
$3.23 Billion 0.13% of portfolio
35,945
Q1 2025 Added 3.38%
$0
$3.16 Billion 0.13% of portfolio
58,632
Q1 2025 Added 51.83%
$0
$3.01 Billion 0.12% of portfolio
59,343
Q1 2025 Added 11.61%
$0
$2.82 Billion 0.12% of portfolio
50,205
Q1 2025 Added 18.64%
$0
$3.01 Billion 0.12% of portfolio
63,725
Q1 2025 Added 0.17%
$265B
$2.81 Billion 0.12% of portfolio
16,816
Q1 2025 Reduced 0.71%
Blackrock ETF Trust Ii
-
$2.77 Billion 0.11% of portfolio
-
Q1 2025 Added 5.97%
$0
$2.63 Billion 0.11% of portfolio
51,681
Q1 2025 Reduced 2.69%
$0
$2.66 Billion 0.11% of portfolio
28,718
Q1 2025 Added 8.76%
$0
$2.65 Billion 0.11% of portfolio
60,126
Q1 2025 Added 12.24%
$0
$2.58 Billion 0.11% of portfolio
9,987
Q1 2025 Reduced 1.37%
$0
$2.71 Billion 0.11% of portfolio
91,467
Q1 2025 Reduced 6.35%
$535B
$2.67 Billion 0.11% of portfolio
4,876
Q1 2025 Added 2.22%
$0
$2.7 Billion 0.11% of portfolio
58,641
Q1 2025 Added 310.57%
$0
$2.76 Billion 0.11% of portfolio
15,908
Q1 2025 Added 9.27%
$117B
$2.58 Billion 0.11% of portfolio
27,011
Q1 2025 Reduced 14.81%
$0
$2.58 Billion 0.11% of portfolio
87,298
Q1 2025 Added 6.2%
$61.6B
$2.37 Billion 0.1% of portfolio
56,055
Q1 2025 Reduced 12.72%

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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