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
$1.28 Billion 0.05% of portfolio
33,393
Q1 2025 Reduced 0.05%
$0
$1.19 Billion 0.05% of portfolio
25,271
Q1 2025 Added 0.56%
$3.66B
$1.27 Billion 0.05% of portfolio
24,053
Q1 2025 Added 14.42%
$0
$1.2 Billion 0.05% of portfolio
50,865
Q1 2025 Added 401.73%
$0
$1.22 Billion 0.05% of portfolio
7,982
Q1 2025 Added 0.18%
$53.1B
$1.13 Billion 0.05% of portfolio
4,321
Q1 2025 Reduced 14.66%
$302B
$1.17 Billion 0.05% of portfolio
8,829
Q1 2025 Added 2.96%
$0
$1.3 Billion 0.05% of portfolio
24,328
Q1 2025 New
$4.2B
$1.17 Billion 0.05% of portfolio
55,292
Q1 2025 Reduced 13.57%
$0
$1.24 Billion 0.05% of portfolio
12,136
Q1 2025 Reduced 7.84%
$125B
$1.14 Billion 0.05% of portfolio
2,555
Q1 2025 Reduced 4.84%
$201B
$1.26 Billion 0.05% of portfolio
13,999
Q1 2025 Added 3.71%
$88.4B
$1.24 Billion 0.05% of portfolio
3,553
Q1 2025 Added 5.15%
Sila Realty Trust Inc
-
$1.17 Billion 0.05% of portfolio
-
Q1 2025 Reduced 8.76%
$0
$1.25 Billion 0.05% of portfolio
10,766
Q1 2025 Reduced 24.62%
$0
$1.28 Billion 0.05% of portfolio
24,213
Q1 2025 Reduced 11.31%
$37.3B
$1.3 Billion 0.05% of portfolio
13,088
Q1 2025 Added 0.76%
$0
$1.18 Billion 0.05% of portfolio
32,460
Q1 2025 New
$0
$1.23 Billion 0.05% of portfolio
12,737
Q1 2025 Added 43.87%
$124B
$1.2 Billion 0.05% of portfolio
47,522
Q1 2025 Added 1.29%
$137B
$1.17 Billion 0.05% of portfolio
4,933
Q1 2025 Added 4.09%
$4.6B
$1.01 Billion 0.04% of portfolio
17,353
Q1 2025 Added 4.8%
$0
$928 Million 0.04% of portfolio
3,024
Q1 2025 New
$0
$912 Million 0.04% of portfolio
8,393
Q1 2025 Reduced 5.8%
$96B
$939 Million 0.04% of portfolio
9,572
Q1 2025 Added 0.19%
$0
$892 Million 0.04% of portfolio
9,850
Q1 2025 Added 9.35%
$0
$916 Million 0.04% of portfolio
7,160
Q1 2025 Reduced 9.38%
$172B
$1.09 Billion 0.04% of portfolio
1,988
Q1 2025 Reduced 9.76%
$0
$1.08 Billion 0.04% of portfolio
35,202
Q1 2025 Reduced 7.52%
$81.3B
$971 Million 0.04% of portfolio
2,755
Q1 2025 Added 16.2%
$154B
$1.04 Billion 0.04% of portfolio
10,552
Q1 2025 Reduced 2.11%
$0
$898 Million 0.04% of portfolio
6,851
Q1 2025 Reduced 14.0%
$0
$1.03 Billion 0.04% of portfolio
17,733
Q1 2025 Added 19.91%
$24.5B
$1.03 Billion 0.04% of portfolio
11,810
Q1 2025 Added 0.11%
$166M
$959 Million 0.04% of portfolio
13,416
Q1 2025 Reduced 0.05%
$0
$974 Million 0.04% of portfolio
10,866
Q1 2025 Added 0.12%
$153B
$908 Million 0.04% of portfolio
8,839
Q1 2025 Reduced 18.6%
$0
$888 Million 0.04% of portfolio
18,697
Q1 2025 Added 47.31%
$52.8B
$948 Million 0.04% of portfolio
4,555
Q1 2025 Added 0.09%
$0
$875 Million 0.04% of portfolio
8,566
Q1 2025 Reduced 1.17%
Innovator Etfs Trust
-
$932 Million 0.04% of portfolio
-
Q1 2025 Added 45.67%
$190B
$939 Million 0.04% of portfolio
7,086
Q1 2025 Added 5.27%
$156B
$917 Million 0.04% of portfolio
5,970
Q1 2025 Reduced 4.91%
$0
$980 Million 0.04% of portfolio
23,620
Q1 2025 Reduced 0.67%
$163B
$902 Million 0.04% of portfolio
2,351
Q1 2025 Reduced 14.2%
Aim ETF Products Trust
-
$1.03 Billion 0.04% of portfolio
-
Q1 2025 Added 73.52%
$0
$867 Million 0.04% of portfolio
25,142
Q1 2025 Reduced 1.79%
$0
$884 Million 0.04% of portfolio
8,547
Q1 2025 Added 4.77%
$0
$990 Million 0.04% of portfolio
10,303
Q1 2025 Reduced 4.35%

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
Track This Portfolio

Track Focus Financial Network, Inc. Portfolio

Follow Focus Financial Network, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Focus Financial Network, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Focus Financial Network, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email