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
$148B
$522 Million 0.02% of portfolio
3,212
Q4 2024 Reduced 1.32%
$230B
$417 Million 0.02% of portfolio
6,369
Q4 2024 Added 20.28%
$32B
$456 Million 0.02% of portfolio
3,877
Q4 2024 Added 2.21%
$45.6B
$469 Million 0.02% of portfolio
666
Q4 2024 Reduced 21.09%
-
$436 Million 0.02% of portfolio
-
Q4 2024 New
$84.9B
$623 Million 0.02% of portfolio
4,731
Q4 2024 Added 4.23%
$54.1B
$447 Million 0.02% of portfolio
4,842
Q4 2024 Added 6.49%
$42.7B
$381 Million 0.02% of portfolio
2,116
Q4 2024 Added 0.86%
$74.6B
$441 Million 0.02% of portfolio
4,856
Q3 2024 Reduced 8.39%
$125B
$503 Million 0.02% of portfolio
5,070
Q4 2024 Reduced 4.23%
$34.1B
$562 Million 0.02% of portfolio
1,967
Q4 2024 Added 4.85%
$0
$512 Million 0.02% of portfolio
14,012
Q4 2024 Added 10.44%
$35.3B
$522 Million 0.02% of portfolio
9,768
Q4 2024 Added 10.75%
$43.6B
$508 Million 0.02% of portfolio
10,680
Q4 2024 Added 13.04%
$25.6B
$384 Million 0.02% of portfolio
3,667
Q4 2024 Reduced 7.38%
$293B
$446 Million 0.02% of portfolio
644
Q4 2024 Added 154.55%
$64.9B
$564 Million 0.02% of portfolio
2,485
Q4 2024 Reduced 0.2%
$20.3B
$425 Million 0.02% of portfolio
2,782
Q4 2024 Reduced 0.71%
$91.5B
$442 Million 0.02% of portfolio
1,602
Q4 2024 Added 0.13%
$83.3B
$492 Million 0.02% of portfolio
10,964
Q4 2024 Reduced 39.29%
$156B
$431 Million 0.02% of portfolio
1,798
Q4 2024 Reduced 4.67%
$66.1B
$619 Million 0.02% of portfolio
2,189
Q4 2024 Reduced 3.78%
$19.8B
$467 Million 0.02% of portfolio
8,683
Q2 2024 Reduced 2.53%
$59.9B
$518 Million 0.02% of portfolio
26,438
Q4 2024 Added 5.34%
$42.8B
$618 Million 0.02% of portfolio
8,600
Q4 2024 Added 31.96%
$0
$403 Million 0.02% of portfolio
18,575
Q4 2024 Reduced 14.91%
$15.5B
$461 Million 0.02% of portfolio
4,654
Q4 2022 New
$19.6B
$393 Million 0.02% of portfolio
1,504
Q4 2022 Added 19.08%
$81.2B
$615 Million 0.02% of portfolio
2,412
Q4 2024 Added 0.21%
$148B
$406 Million 0.02% of portfolio
1,644
Q4 2024 Reduced 7.07%
$59.4B
$402 Million 0.02% of portfolio
14,674
Q4 2024 Added 7.29%
-
$387 Million 0.02% of portfolio
-
Q4 2024 Added 35.7%
$90.1B
$552 Million 0.02% of portfolio
1,979
Q4 2024 Reduced 16.5%
$88.5B
$504 Million 0.02% of portfolio
4,565
Q4 2024 Reduced 45.51%
-
$490 Million 0.02% of portfolio
-
Q4 2024 Reduced 0.77%
$47.3B
$421 Million 0.02% of portfolio
3,184
Q4 2024 Reduced 2.45%
$27.8B
$472 Million 0.02% of portfolio
11,771
Q4 2024 Reduced 15.9%
$45.9B
$144 Million 0.01% of portfolio
16,270
Q4 2024 Reduced 13.25%
$37.1B
$289 Million 0.01% of portfolio
3,773
Q4 2024 Reduced 24.05%
$51.9B
$254 Million 0.01% of portfolio
2,076
Q4 2024 Added 0.19%
$123B
$377 Million 0.01% of portfolio
1,774
Q4 2024 Added 0.62%
$1.6B
$239 Million 0.01% of portfolio
6,010
Q3 2024 Added 400.0%
$86.8B
$327 Million 0.01% of portfolio
3,463
Q4 2024 Reduced 10.12%
$89.2B
$331 Million 0.01% of portfolio
1,804
Q4 2024 Reduced 43.13%
$12.6B
$351 Million 0.01% of portfolio
2,785
Q4 2024 New
$117B
$232 Million 0.01% of portfolio
518
Q4 2024 New
$19.8B
$261 Million 0.01% of portfolio
2,414
Q4 2024 New
$752M
$132 Million 0.01% of portfolio
17,202
Q2 2020 Sold Out
$23.3B
$320 Million 0.01% of portfolio
19,472
Q4 2024 Added 2.77%

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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