Focus Financial Network, Inc. Portfolio Holdings

Focus Financial Network, Inc.

  • $2.45 Trillion
  • Q3 2024

Focus Financial Network, Inc. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.45 Trillion distributed in 668 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $227B, Schwab Strategic Tr Us Large C with a value of $119B, Ishares Core S&P 500 ETF with a value of $113B, Apple Inc. with a value of $93.4B, and Schwab Strategic Tr Us Dividen with a value of $86.7B.

Examining the 13F form we can see an increase of $107B in the current position value, from $2.34T 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: $407 Billion
Consumer Cyclical: $84.6 Billion
Healthcare: $72.9 Billion
Financial Services: $72.9 Billion
Industrials: $59.9 Billion
Consumer Defensive: $37.9 Billion
Communication Services: $28.9 Billion
Utilities: $14 Billion
Other: $42.1 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$336B
$227 Billion 9.29% of portfolio
1,872,850
Q3 2024 Added 3.35%
$0
$119 Billion 4.86% of portfolio
1,141,934
Q3 2024 Added 0.14%
$0
$113 Billion 4.61% of portfolio
195,558
Q3 2024 Added 0.24%
$4.09T
$93.4 Billion 3.81% of portfolio
400,806
Q3 2024 Reduced 0.59%
$0
$86.7 Billion 3.54% of portfolio
1,025,680
Q3 2024 Added 2.58%
$0
$80.1 Billion 3.27% of portfolio
164,048
Q3 2024 Reduced 1.15%
$2.29T
$58.9 Billion 2.41% of portfolio
316,211
Q3 2024 Added 1.79%
$0
$49.7 Billion 2.03% of portfolio
490,816
Q3 2024 Added 2.91%
$3.25T
$32.8 Billion 1.34% of portfolio
76,296
Q3 2024 Added 1.99%
$0
$30.1 Billion 1.23% of portfolio
298,754
Q4 2022 Added 299.78%
$0
$30.2 Billion 1.23% of portfolio
375,949
Q3 2024 Reduced 3.25%
$0
$29.8 Billion 1.22% of portfolio
232,819
Q3 2024 Reduced 0.2%
$0
$27.7 Billion 1.13% of portfolio
282,530
Q3 2024 Added 1.98%
$0
$27.4 Billion 1.12% of portfolio
266,923
Q3 2024 Added 6.42%
$468B
$27.1 Billion 1.11% of portfolio
46,434
Q3 2024 Reduced 2.97%
$0
$27.1 Billion 1.11% of portfolio
596,338
Q3 2024 Added 1.99%
$590B
$26.7 Billion 1.09% of portfolio
57,975
Q3 2024 Added 3.03%
$0
$23.9 Billion 0.98% of portfolio
45,161
Q3 2024 Reduced 1.8%
$0
$23.6 Billion 0.96% of portfolio
41,107
Q3 2024 Reduced 2.94%
$0
$22 Billion 0.9% of portfolio
326,344
Q3 2024 Reduced 11.38%
$0
$21.8 Billion 0.89% of portfolio
328,001
Q3 2024 Reduced 1.43%
$0
$21.5 Billion 0.88% of portfolio
243,422
Q3 2024 Reduced 1.24%
$0
$19.7 Billion 0.8% of portfolio
526,475
Q3 2024 Added 7.31%
$0
$17.9 Billion 0.73% of portfolio
89,891
Q3 2024 Reduced 1.35%
$0
$17 Billion 0.7% of portfolio
352,822
Q3 2024 Reduced 9.22%
$0
$16.7 Billion 0.68% of portfolio
73,868
Q3 2024 Reduced 0.88%
$0
$16.7 Billion 0.68% of portfolio
93,120
Q3 2024 Added 0.78%
$0
$16.7 Billion 0.68% of portfolio
313,288
Q3 2024 Added 33.6%
$0
$16.2 Billion 0.66% of portfolio
169,443
Q3 2024 Reduced 1.46%
$0
$15.2 Billion 0.62% of portfolio
223,340
Q3 2024 Reduced 2.02%
$0
$14.9 Billion 0.61% of portfolio
123,985
Q3 2024 Added 0.76%
$1.14T
$14.6 Billion 0.6% of portfolio
87,950
Q3 2024 Added 0.48%
$0
$14.3 Billion 0.58% of portfolio
211,867
Q3 2024 Added 3.24%
$0
$14.2 Billion 0.58% of portfolio
170,671
Q3 2024 Added 1.47%
$0
$14 Billion 0.57% of portfolio
69,855
Q3 2024 Added 3.38%
$0
$13.8 Billion 0.57% of portfolio
166,623
Q3 2024 Reduced 3.93%
$0
$13.6 Billion 0.55% of portfolio
204,976
Q3 2024 Added 2.0%
$0
$13.1 Billion 0.53% of portfolio
273,062
Q3 2024 Added 3.69%
$0
$13 Billion 0.53% of portfolio
280,279
Q3 2024 Added 12.57%
$220B
$11.9 Billion 0.48% of portfolio
13,273
Q3 2024 Added 0.87%
$0
$11.5 Billion 0.47% of portfolio
146,361
Q3 2024 Added 1.3%
$0
$11 Billion 0.45% of portfolio
232,614
Q3 2024 Added 25.78%
$0
$10.8 Billion 0.44% of portfolio
210,306
Q3 2024 Reduced 2.23%
$730B
$10.5 Billion 0.43% of portfolio
11,874
Q3 2024 Reduced 2.49%
$0
$9.61 Billion 0.39% of portfolio
182,016
Q3 2024 Added 1.29%
$422B
$9.47 Billion 0.39% of portfolio
10,678
Q3 2024 Added 0.52%
$0
$9.65 Billion 0.39% of portfolio
206,758
Q3 2024 Reduced 0.76%
$0
$8.71 Billion 0.36% of portfolio
80,202
Q3 2024 Added 28.51%
$0
$8.88 Billion 0.36% of portfolio
291,788
Q3 2024 Added 1.98%

Summary

  • Portfolio
  • No. of Stocks 668
  • Current Value $2.45 Trillion
  • Prior Value $2.34 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 38 stocks
  • Additional Purchases 315 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 243 stocks
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