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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.67 Billion 0.07% of portfolio
8,078
Q4 2024 Added 0.21%
$0
$1.67 Billion 0.07% of portfolio
16,059
Q4 2024 Reduced 0.16%
$79.5B
$1.87 Billion 0.07% of portfolio
9,079
Q4 2022 Reduced 8.88%
$0
$1.65 Billion 0.07% of portfolio
61,957
Q4 2024 Reduced 3.58%
$237B
$1.74 Billion 0.07% of portfolio
5,877
Q4 2024 Added 0.82%
$0
$1.77 Billion 0.07% of portfolio
43,992
Q4 2022 Added 11.74%
$0
$1.79 Billion 0.07% of portfolio
3,142
Q4 2024 Reduced 7.64%
$0
$1.8 Billion 0.07% of portfolio
31,341
Q4 2024 Reduced 48.9%
$0
$1.81 Billion 0.07% of portfolio
42,061
Q4 2024 Added 16.63%
$0
$1.5 Billion 0.06% of portfolio
13,061
Q4 2024 Added 28.46%
$4.66B
$1.59 Billion 0.06% of portfolio
27,131
Q4 2024 Added 11.83%
$229B
$1.5 Billion 0.06% of portfolio
6,822
Q4 2024 Added 4.04%
$0
$1.42 Billion 0.06% of portfolio
27,301
Q4 2024 Added 6.96%
$372M
$1.54 Billion 0.06% of portfolio
92,815
Q4 2024 New
$0
$1.63 Billion 0.06% of portfolio
7,364
Q4 2024 Added 0.99%
$0
$1.6 Billion 0.06% of portfolio
33,015
Q4 2024 Reduced 12.62%
$0
$1.39 Billion 0.06% of portfolio
18,466
Q4 2024 Added 9.08%
$0
$1.62 Billion 0.06% of portfolio
6,885
Q4 2024 Added 3.05%
$0
$1.62 Billion 0.06% of portfolio
37,089
Q4 2024 Added 0.94%
$44.8B
$1.46 Billion 0.06% of portfolio
29,577
Q4 2024 Reduced 41.02%
$53.1B
$1.5 Billion 0.06% of portfolio
5,063
Q4 2024 Reduced 0.9%
$249B
$1.42 Billion 0.06% of portfolio
24,066
Q4 2024 Reduced 6.76%
$0
$1.48 Billion 0.06% of portfolio
27,285
Q4 2024 Added 278.75%
$0
$1.47 Billion 0.06% of portfolio
36,148
Q4 2024 Added 2.48%
$0
$1.51 Billion 0.06% of portfolio
8,159
Q4 2024 Added 2.41%
$243B
$1.56 Billion 0.06% of portfolio
4,423
Q4 2024 Added 0.8%
$147B
$1.62 Billion 0.06% of portfolio
18,121
Q4 2024 Added 9.78%
$170B
$1.36 Billion 0.05% of portfolio
2,167
Q4 2024 Added 0.09%
$0
$1.2 Billion 0.05% of portfolio
38,063
Q4 2024 Added 2.74%
$0
$1.36 Billion 0.05% of portfolio
17,440
Q4 2024 Reduced 2.75%
$187B
$1.31 Billion 0.05% of portfolio
10,859
Q4 2024 Added 3.78%
$0
$1.29 Billion 0.05% of portfolio
10,045
Q4 2024 Added 181.69%
$203B
$1.22 Billion 0.05% of portfolio
2,740
Q4 2024 Reduced 13.32%
$1.4B
$1.16 Billion 0.05% of portfolio
10,592
Q4 2024 Reduced 49.16%
$0
$1.38 Billion 0.05% of portfolio
33,409
Q4 2024 Added 0.04%
$126B
$1.14 Billion 0.05% of portfolio
3,870
Q4 2024 Reduced 6.2%
$93.6B
$1.36 Billion 0.05% of portfolio
26,056
Q4 2024 Added 10.17%
$29.5B
$1.25 Billion 0.05% of portfolio
11,797
Q4 2024 Added 0.03%
$0
$1.32 Billion 0.05% of portfolio
10,071
Q4 2024 Added 8.36%
$153B
$1.34 Billion 0.05% of portfolio
5,148
Q4 2024 Reduced 15.62%
$91.4B
$1.32 Billion 0.05% of portfolio
16,050
Q4 2024 Added 2.05%
-
$1.38 Billion 0.05% of portfolio
-
Q4 2022 Reduced 77.55%
$92.8B
$1.15 Billion 0.05% of portfolio
3,379
Q4 2024 Reduced 0.32%
$219B
$1.26 Billion 0.05% of portfolio
2,203
Q4 2024 Added 7.2%
$0
$1.33 Billion 0.05% of portfolio
35,157
Q4 2024 New
$0
$1.19 Billion 0.05% of portfolio
6,413
Q4 2024 Reduced 47.21%
$0
$1.16 Billion 0.05% of portfolio
7,968
Q4 2024 Added 0.09%
$8.68B
$1.36 Billion 0.05% of portfolio
35,940
Q4 2024 Added 0.61%
J P Morgan Exchange Traded F
-
$1.15 Billion 0.05% of portfolio
-
Q4 2024 Added 38.23%

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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