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
$775 Million 0.03% of portfolio
24,143
Q1 2025 Reduced 17.49%
$0
$750 Million 0.03% of portfolio
19,313
Q1 2025 Reduced 2.91%
$19B
$618 Million 0.03% of portfolio
1,868
Q4 2022 Reduced 38.1%
$94.3B
$772 Million 0.03% of portfolio
17,422
Q1 2025 Added 2.55%
$0
$747 Million 0.03% of portfolio
5,684
Q1 2025 New
$0
$628 Million 0.03% of portfolio
24,628
Q1 2025 Reduced 2.11%
$96.5B
$671 Million 0.03% of portfolio
4,803
Q1 2025 Reduced 13.77%
$0
$833 Million 0.03% of portfolio
19,167
Q1 2025 New
$40.2B
$746 Million 0.03% of portfolio
74,377
Q1 2025 Reduced 5.36%
$0
$623 Million 0.03% of portfolio
25,884
Q1 2025 Added 18.4%
$228B
$822 Million 0.03% of portfolio
4,105
Q1 2025 Reduced 3.34%
$32.7B
$721 Million 0.03% of portfolio
12,065
Q1 2025 Reduced 5.48%
$102B
$652 Million 0.03% of portfolio
1,981
Q1 2025 Added 23.66%
$47.2B
$642 Million 0.03% of portfolio
8,283
Q1 2025 Reduced 3.69%
$0
$702 Million 0.03% of portfolio
45,099
Q1 2025 Added 7.72%
$88.1B
$751 Million 0.03% of portfolio
11,081
Q1 2025 Added 1.07%
$0
$729 Million 0.03% of portfolio
7,289
Q1 2025 Reduced 0.99%
$0
$803 Million 0.03% of portfolio
8,822
Q1 2025 Reduced 66.05%
$0
$755 Million 0.03% of portfolio
2,956
Q1 2025 Added 0.2%
$206B
$779 Million 0.03% of portfolio
169
Q4 2024 Added 1.2%
$0
$821 Million 0.03% of portfolio
6,730
Q1 2025 Reduced 33.0%
$0
$639 Million 0.03% of portfolio
12,413
Q1 2025 Added 3.23%
$15.5B
$662 Million 0.03% of portfolio
21,373
Q1 2025 Added 1.2%
$0
$663 Million 0.03% of portfolio
19,329
Q1 2025 Added 2.68%
$0
$646 Million 0.03% of portfolio
2,385
Q1 2025 Added 99.92%
$0
$554 Million 0.02% of portfolio
24,176
Q1 2025 Reduced 5.31%
$156B
$446 Million 0.02% of portfolio
6,425
Q1 2025 Reduced 27.56%
$0
$587 Million 0.02% of portfolio
53,468
Q1 2025 Reduced 10.03%
$223B
$490 Million 0.02% of portfolio
6,662
Q1 2025 Added 4.6%
$80.3B
$484 Million 0.02% of portfolio
2,031
Q1 2025 Added 2.63%
$0
$469 Million 0.02% of portfolio
8,456
Q1 2025 Reduced 2.78%
$0
$378 Million 0.02% of portfolio
22,749
Q1 2025 Added 2.28%
$0
$507 Million 0.02% of portfolio
3,158
Q1 2025 Added 29.75%
$0
$506 Million 0.02% of portfolio
2,395
Q1 2025 Added 12.39%
$71.7B
$400 Million 0.02% of portfolio
105
Q1 2025 Added 2.94%
$119B
$474 Million 0.02% of portfolio
1,744
Q1 2025 Added 6.47%
$0
$556 Million 0.02% of portfolio
6,680
Q1 2025 Added 2.91%
$0
$566 Million 0.02% of portfolio
12,344
Q1 2025 Reduced 1.4%
$56.5B
$511 Million 0.02% of portfolio
2,082
Q1 2025 Reduced 4.89%
$0
$405 Million 0.02% of portfolio
4,139
Q1 2025 Added 36.96%
$55.2B
$529 Million 0.02% of portfolio
4,845
Q1 2025 Added 0.06%
$104B
$407 Million 0.02% of portfolio
1,872
Q1 2025 Added 3.77%
$18.9B
$512 Million 0.02% of portfolio
6,226
Q1 2025 Added 8.83%
$51.3B
$609 Million 0.02% of portfolio
1,258
Q4 2024 Added 2.28%
$113B
$589 Million 0.02% of portfolio
302
Q1 2025 Added 7.86%
$102B
$367 Million 0.02% of portfolio
1,822
Q1 2025 Added 2.71%
$133B
$514 Million 0.02% of portfolio
3,539
Q1 2025 Added 10.18%
$17.2B
$372 Million 0.02% of portfolio
4,352
Q1 2025 Added 5.27%
$203B
$389 Million 0.02% of portfolio
3,337
Q1 2025 Added 3.99%

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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