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
$431B
$681 Million 0.03% of portfolio
1
Q4 2022 Added 100.0%
$209B
$778 Million 0.03% of portfolio
1,491
Q4 2024 Added 17.12%
$19.5B
$642 Million 0.03% of portfolio
2,850
Q4 2024 Added 0.04%
$87.4B
$811 Million 0.03% of portfolio
2,371
Q4 2024 Reduced 2.91%
$0
$774 Million 0.03% of portfolio
53,728
Q4 2024 Added 2.48%
-
$858 Million 0.03% of portfolio
-
Q4 2024 Reduced 5.54%
$181B
$779 Million 0.03% of portfolio
6,731
Q4 2024 Reduced 9.75%
$84.6B
$721 Million 0.03% of portfolio
16,988
Q4 2024 Added 1.57%
$72B
$658 Million 0.03% of portfolio
5,306
Q4 2024 Added 42.14%
$40.7B
$835 Million 0.03% of portfolio
7,044
Q4 2024 Added 0.01%
$154B
$748 Million 0.03% of portfolio
10,621
Q4 2024 Added 74.63%
$55.3B
$657 Million 0.03% of portfolio
9,624
Q4 2024 Added 0.32%
$199B
$665 Million 0.03% of portfolio
8,793
Q4 2024 Added 22.07%
$86.7B
$674 Million 0.03% of portfolio
7,893
Q4 2024 Reduced 34.94%
$381B
$727 Million 0.03% of portfolio
8,575
Q4 2024 Added 13.67%
$36.7B
$778 Million 0.03% of portfolio
78,586
Q4 2024 Reduced 18.14%
$4.85B
$852 Million 0.03% of portfolio
16,558
Q4 2024 Added 2.84%
$128B
$872 Million 0.03% of portfolio
9,554
Q4 2024 Reduced 16.91%
$44.6B
$771 Million 0.03% of portfolio
9,066
Q4 2024 Reduced 11.45%
$199B
$763 Million 0.03% of portfolio
8,870
Q4 2024 Added 9.24%
$141B
$633 Million 0.03% of portfolio
8,826
Q4 2024 Added 16.06%
$218B
$708 Million 0.03% of portfolio
4,247
Q4 2024 Added 0.59%
$36.2B
$814 Million 0.03% of portfolio
12,765
Q4 2024 Reduced 65.4%
$177B
$759 Million 0.03% of portfolio
4,046
Q4 2024 Added 0.85%
$0
$639 Million 0.03% of portfolio
41,867
Q4 2024 Added 14.55%
$0
$642 Million 0.03% of portfolio
59,427
Q4 2024 Added 44.5%
$20.1B
$439 Million 0.02% of portfolio
5,721
Q4 2024 Added 15.67%
$239B
$620 Million 0.02% of portfolio
5,152
Q4 2024 Added 7.6%
$61.9B
$521 Million 0.02% of portfolio
4,574
Q4 2024 Reduced 5.9%
$1.74B
$429 Million 0.02% of portfolio
10,160
Q4 2024 Added 5.64%
$12.7B
$436 Million 0.02% of portfolio
7,995
Q4 2024 Reduced 0.65%
$114B
$476 Million 0.02% of portfolio
280
Q4 2024 Added 2.94%
$118B
$544 Million 0.02% of portfolio
1,638
Q4 2024 Reduced 25.44%
$107B
$383 Million 0.02% of portfolio
4,550
Q4 2024 Added 69.84%
$51.7B
$447 Million 0.02% of portfolio
1,281
Q4 2024 Reduced 5.04%
$57.4B
$480 Million 0.02% of portfolio
2,044
Q4 2024 Added 0.05%
$0
$614 Million 0.02% of portfolio
49,766
Q4 2024 New
$190B
$447 Million 0.02% of portfolio
19,625
Q4 2024 Reduced 2.98%
$51.5B
$440 Million 0.02% of portfolio
1,706
Q4 2024 Added 3.02%
$85.7B
$439 Million 0.02% of portfolio
691
Q4 2024 Added 6.14%
$33.4B
$481 Million 0.02% of portfolio
1,939
Q4 2024 Added 39.6%
$5.71B
$593 Million 0.02% of portfolio
5,182
Q4 2024 Added 78.87%
$223B
$403 Million 0.02% of portfolio
3,209
Q4 2024 Added 2.03%
$43.8B
$425 Million 0.02% of portfolio
3,036
Q4 2024 Added 1.34%
$81.9B
$598 Million 0.02% of portfolio
504
Q4 2024 Reduced 1.56%
$32.8B
$500 Million 0.02% of portfolio
5,320
Q4 2024 Added 31.49%
$6.15B
$617 Million 0.02% of portfolio
31,758
Q4 2024 Added 11.55%
$0
$406 Million 0.02% of portfolio
20,182
Q4 2024 Reduced 2.48%
$1.62B
$544 Million 0.02% of portfolio
27,420
Q4 2024 Added 6.41%

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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