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
$330B
$2.44 Billion 0.1% of portfolio
58,399
Q1 2025 Reduced 1.76%
$0
$2.54 Billion 0.1% of portfolio
33,153
Q1 2025 Added 0.11%
$0
$2.47 Billion 0.1% of portfolio
31,332
Q1 2025 Reduced 25.16%
$0
$2.37 Billion 0.1% of portfolio
28,980
Q1 2025 Added 111.61%
$0
$2.56 Billion 0.1% of portfolio
20,990
Q1 2025 Reduced 1.71%
$505B
$2.55 Billion 0.1% of portfolio
2,734
Q1 2025 Added 4.31%
$0
$2.57 Billion 0.1% of portfolio
27,741
Q1 2025 Added 7.42%
$8.16B
$2.33 Billion 0.1% of portfolio
34,754
Q1 2025 Added 0.03%
$0
$2.37 Billion 0.1% of portfolio
96,646
Q1 2025 Reduced 9.4%
$0
$2.4 Billion 0.1% of portfolio
30,524
Q1 2025 Added 75.02%
-
$2.43 Billion 0.1% of portfolio
-
Q1 2025 New
$0
$2.42 Billion 0.1% of portfolio
34,417
Q1 2025 Reduced 0.44%
$0
$2.52 Billion 0.1% of portfolio
20,232
Q1 2025 Added 3.02%
$0
$2.31 Billion 0.09% of portfolio
27,793
Q1 2025 Reduced 2.19%
Ea Series Trust
-
$2.26 Billion 0.09% of portfolio
-
Q1 2025 Added 6.25%
$0
$2.21 Billion 0.09% of portfolio
11,766
Q1 2025 Added 83.47%
$79.5B
$2.1 Billion 0.09% of portfolio
9,493
Q1 2025 Added 4.56%
$0
$2.24 Billion 0.09% of portfolio
90,079
Q1 2025 Reduced 15.31%
$0
$2.23 Billion 0.09% of portfolio
20,417
Q1 2025 Added 1.87%
$0
$2.32 Billion 0.09% of portfolio
27,232
Q1 2025 Added 4.6%
$0
$2.24 Billion 0.09% of portfolio
6,204
Q1 2025 Added 6.69%
$0
$2.21 Billion 0.09% of portfolio
25,129
Q1 2025 Reduced 4.14%
$53.3B
$2.3 Billion 0.09% of portfolio
38,988
Q1 2025 Added 31.82%
$1.58B
$2.16 Billion 0.09% of portfolio
16,679
Q1 2025 Added 57.47%
$0
$2.1 Billion 0.09% of portfolio
15,480
Q1 2025 Added 4.1%
$62.7B
$2.11 Billion 0.09% of portfolio
7,984
Q1 2025 Added 0.1%
$0
$1.85 Billion 0.08% of portfolio
34,957
Q1 2025 Added 28.12%
$111B
$1.98 Billion 0.08% of portfolio
11,585
Q1 2025 Reduced 4.67%
$0
$1.86 Billion 0.08% of portfolio
78,739
Q1 2025 Added 510.1%
$13.9B
$2 Billion 0.08% of portfolio
23,988
Q1 2025 Reduced 14.92%
$0
$1.88 Billion 0.08% of portfolio
59,914
Q1 2025 Added 139.51%
$0
$2.07 Billion 0.08% of portfolio
22,856
Q1 2025 Added 0.3%
$0
$2.02 Billion 0.08% of portfolio
20,234
Q1 2025 Reduced 0.05%
$165B
$1.85 Billion 0.08% of portfolio
3,725
Q1 2025 Reduced 0.19%
$310B
$1.95 Billion 0.08% of portfolio
27,097
Q1 2025 Reduced 3.36%
$96.4B
$1.93 Billion 0.08% of portfolio
8,318
Q1 2025 Reduced 1.76%
$10B
$1.87 Billion 0.08% of portfolio
52,239
Q1 2025 Reduced 2.77%
$0
$1.99 Billion 0.08% of portfolio
25,361
Q1 2025 Reduced 2.06%
$0
$1.85 Billion 0.08% of portfolio
32,514
Q1 2025 Added 127.72%
$0
$1.84 Billion 0.08% of portfolio
41,983
Q1 2025 Reduced 0.19%
$0
$1.91 Billion 0.08% of portfolio
4,541
Q1 2025 Reduced 7.36%
$0
$2.06 Billion 0.08% of portfolio
27,165
Q1 2025 Added 344.96%
$0
$1.66 Billion 0.07% of portfolio
32,845
Q1 2025 Added 5.31%
$0
$1.64 Billion 0.07% of portfolio
16,025
Q1 2025 Reduced 0.21%
$0
$1.8 Billion 0.07% of portfolio
41,449
Q1 2025 Reduced 4.2%
Schwab Strategic Tr
-
$1.82 Billion 0.07% of portfolio
-
Q1 2025 Reduced 3.93%
$0
$1.79 Billion 0.07% of portfolio
35,385
Q1 2025 Reduced 22.87%
$0
$1.76 Billion 0.07% of portfolio
10,978
Q1 2025 Added 4.64%
$0
$1.73 Billion 0.07% of portfolio
50,453
Q1 2025 Reduced 5.62%

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
Track This Portfolio

Track Focus Financial Network, Inc. Portfolio

Follow Focus Financial Network, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Focus Financial Network, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Focus Financial Network, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email