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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$57.2B
$2.07 Billion 0.08% of portfolio
11,372
Q4 2024 Added 84.25%
$211B
$2.14 Billion 0.08% of portfolio
13,923
Q4 2024 Reduced 1.24%
$209B
$1.94 Billion 0.08% of portfolio
3,732
Q4 2024 Reduced 1.37%
$93.6B
$1.71 Billion 0.07% of portfolio
8,467
Q4 2024 Reduced 14.13%
$309B
$1.75 Billion 0.07% of portfolio
28,038
Q4 2024 Added 2.4%
$5.09B
$1.83 Billion 0.07% of portfolio
9,946
Q4 2024 Reduced 17.05%
$452B
$1.8 Billion 0.07% of portfolio
10,798
Q4 2024 Added 2.73%
$153B
$1.73 Billion 0.07% of portfolio
7,534
Q4 2024 Added 0.57%
$79.5B
$1.87 Billion 0.07% of portfolio
9,079
Q4 2022 Reduced 8.88%
$221B
$1.74 Billion 0.07% of portfolio
5,877
Q4 2024 Added 0.82%
$4.69B
$1.59 Billion 0.06% of portfolio
27,131
Q4 2024 Added 11.83%
$234B
$1.5 Billion 0.06% of portfolio
6,822
Q4 2024 Added 4.04%
$283M
$1.54 Billion 0.06% of portfolio
92,815
Q4 2024 New
$53.1B
$1.5 Billion 0.06% of portfolio
5,063
Q4 2024 Reduced 0.9%
$263B
$1.42 Billion 0.06% of portfolio
24,066
Q4 2024 Reduced 6.76%
$230B
$1.56 Billion 0.06% of portfolio
4,423
Q4 2024 Added 0.8%
$159B
$1.36 Billion 0.05% of portfolio
2,167
Q4 2024 Added 0.09%
$179B
$1.31 Billion 0.05% of portfolio
10,859
Q4 2024 Added 3.78%
$207B
$1.22 Billion 0.05% of portfolio
2,740
Q4 2024 Reduced 13.32%
$129B
$1.14 Billion 0.05% of portfolio
3,870
Q4 2024 Reduced 6.2%
$98.7B
$1.36 Billion 0.05% of portfolio
26,056
Q4 2024 Added 10.17%
$26.7B
$1.25 Billion 0.05% of portfolio
11,797
Q4 2024 Added 0.03%
$162B
$1.34 Billion 0.05% of portfolio
5,148
Q4 2024 Reduced 15.62%
$96.2B
$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%
$89.3B
$1.15 Billion 0.05% of portfolio
3,379
Q4 2024 Reduced 0.32%
$214B
$1.26 Billion 0.05% of portfolio
2,203
Q4 2024 Added 7.2%
$8.36B
$1.36 Billion 0.05% of portfolio
35,940
Q4 2024 Added 0.61%
$198B
$1.2 Billion 0.05% of portfolio
10,779
Q4 2024 Reduced 5.84%
$0
$1.34 Billion 0.05% of portfolio
72,908
Q4 2024 Added 8.61%
$43.8B
$1.3 Billion 0.05% of portfolio
12,989
Q4 2024 Reduced 3.82%
$3.39B
$1.3 Billion 0.05% of portfolio
17,575
Q4 2024 Added 0.33%
$148B
$1.24 Billion 0.05% of portfolio
46,915
Q4 2024 Reduced 9.75%
$89B
$1.31 Billion 0.05% of portfolio
12,172
Q4 2024 Added 0.21%
$146B
$1.37 Billion 0.05% of portfolio
18,522
Q4 2024 Reduced 7.0%
$116B
$1.3 Billion 0.05% of portfolio
2,685
Q4 2024 Added 10.45%
$4.57B
$1.27 Billion 0.05% of portfolio
63,970
Q4 2024 Reduced 2.3%
$148B
$1.15 Billion 0.05% of portfolio
2,723
Q4 2024 Reduced 3.1%
$227B
$1.35 Billion 0.05% of portfolio
13,498
Q4 2024 Added 19.58%
$50.2B
$881 Million 0.04% of portfolio
4,551
Q4 2024 Added 0.95%
$151B
$1.08 Billion 0.04% of portfolio
4,739
Q4 2024 Reduced 2.97%
$112B
$960 Million 0.04% of portfolio
5,570
Q4 2024 Added 4.84%
$3.71B
$931 Million 0.04% of portfolio
21,022
Q4 2024 Added 12.41%
$310B
$1.08 Billion 0.04% of portfolio
3,238
Q4 2024 Reduced 24.1%
$186B
$964 Million 0.04% of portfolio
6,278
Q4 2024 Added 38.07%
$180B
$918 Million 0.04% of portfolio
22,948
Q4 2024 Reduced 2.67%
$56.6B
$670 Million 0.03% of portfolio
1,258
Q4 2024 Added 2.28%
$20.3B
$782 Million 0.03% of portfolio
1,868
Q4 2022 Reduced 38.1%
$198B
$839 Million 0.03% of portfolio
169
Q4 2024 Added 1.2%

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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