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
$0
$1.75 Billion 0.07% of portfolio
43,992
Q4 2022 Added 11.74%
$149B
$1.62 Billion 0.07% of portfolio
16,043
Q1 2025 Reduced 11.47%
$0
$1.67 Billion 0.07% of portfolio
60,617
Q1 2025 Reduced 2.16%
$4B
$1.68 Billion 0.07% of portfolio
29,689
Q1 2025 Added 9.43%
$0
$1.76 Billion 0.07% of portfolio
39,492
Q1 2025 Added 6.48%
Aim ETF Products Trust
-
$1.71 Billion 0.07% of portfolio
-
Q1 2025 Reduced 2.53%
$182B
$1.77 Billion 0.07% of portfolio
11,827
Q1 2025 Reduced 15.05%
$0
$1.75 Billion 0.07% of portfolio
8,656
Q1 2025 Added 7.16%
$223B
$1.71 Billion 0.07% of portfolio
6,863
Q1 2025 Added 0.6%
$0
$1.81 Billion 0.07% of portfolio
9,627
Q1 2025 Added 3.23%
$0
$1.79 Billion 0.07% of portfolio
15,385
Q1 2025 Added 17.79%
$0
$1.73 Billion 0.07% of portfolio
7,820
Q1 2025 Reduced 1.24%
$56.3B
$1.67 Billion 0.07% of portfolio
9,793
Q1 2025 Reduced 13.88%
$0
$1.43 Billion 0.06% of portfolio
12,177
Q1 2025 Added 306.58%
$178B
$1.35 Billion 0.06% of portfolio
2,196
Q1 2025 Added 1.34%
$0
$1.38 Billion 0.06% of portfolio
26,661
Q1 2025 Added 80.65%
$0
$1.41 Billion 0.06% of portfolio
19,736
Q1 2025 Added 6.88%
$0
$1.55 Billion 0.06% of portfolio
8,330
Q1 2025 Added 0.12%
$194B
$1.53 Billion 0.06% of portfolio
4,895
Q1 2025 Added 10.67%
$0
$1.45 Billion 0.06% of portfolio
19,937
Q1 2025 Reduced 13.44%
$0
$1.39 Billion 0.06% of portfolio
24,121
Q1 2025 Reduced 23.04%
$183B
$1.37 Billion 0.06% of portfolio
30,213
Q1 2025 Added 31.66%
$0
$1.47 Billion 0.06% of portfolio
28,361
Q1 2025 New
$0
$1.37 Billion 0.06% of portfolio
6,892
Q1 2025 Reduced 6.41%
$99.1B
$1.46 Billion 0.06% of portfolio
15,917
Q1 2025 Reduced 0.83%
$0
$1.49 Billion 0.06% of portfolio
123,760
Q1 2025 Added 148.68%
$0
$1.44 Billion 0.06% of portfolio
28,921
Q1 2025 Reduced 12.4%
$244B
$1.57 Billion 0.06% of portfolio
25,451
Q1 2025 Added 5.76%
$8.47B
$1.35 Billion 0.06% of portfolio
35,436
Q1 2025 Reduced 1.4%
$403B
$1.56 Billion 0.06% of portfolio
11,130
Q1 2025 Added 3.07%
$0
$1.51 Billion 0.06% of portfolio
40,965
Q1 2025 Added 16.52%
$3.37B
$1.42 Billion 0.06% of portfolio
17,665
Q1 2025 Added 0.51%
$236M
$1.52 Billion 0.06% of portfolio
189,467
Q1 2025 Added 104.13%
$144B
$1.55 Billion 0.06% of portfolio
7,569
Q1 2025 Added 0.46%
$0
$1.53 Billion 0.06% of portfolio
76,570
Q1 2025 Added 5.02%
$0
$1.35 Billion 0.06% of portfolio
35,776
Q1 2025 Reduced 1.03%
$93B
$1.47 Billion 0.06% of portfolio
12,030
Q1 2025 Reduced 1.17%
$150B
$1.43 Billion 0.06% of portfolio
4,575
Q1 2025 Reduced 11.13%
$0
$1.53 Billion 0.06% of portfolio
2,872
Q1 2025 Reduced 8.59%
$152B
$1.49 Billion 0.06% of portfolio
19,040
Q1 2025 Added 2.8%
$208B
$1.39 Billion 0.06% of portfolio
5,167
Q1 2025 Reduced 12.08%
$107B
$1.59 Billion 0.06% of portfolio
26,476
Q1 2025 Added 1.61%
-
$1.35 Billion 0.06% of portfolio
-
Q4 2022 Reduced 77.55%
$0
$1.36 Billion 0.06% of portfolio
8,406
Q1 2025 Added 3.03%
$0
$1.1 Billion 0.05% of portfolio
30,715
Q1 2025 Added 1.3%
$0
$1.18 Billion 0.05% of portfolio
21,988
Q1 2025 Added 11.6%
$126B
$1.18 Billion 0.05% of portfolio
3,837
Q1 2025 Reduced 0.85%
$0
$1.34 Billion 0.05% of portfolio
9,966
Q1 2025 Reduced 1.04%
$145B
$1.27 Billion 0.05% of portfolio
2,708
Q1 2025 Reduced 0.55%

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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