Focus Financial Network, Inc. Incresed Positions in Q3 2024

Focus Financial Network, Inc.

  • $2.45 Trillion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SGOL
Abrdn Gold ETF Trust

ETFs
1.64K
+ 0.56%
$22.26 - $25.51 $36.5K - $41.9K
297K $7.47B
DAL
Delta Air Lines, Inc.

Industrials
1.62K
+ 1.87%
$37.32 - $51.8 $60.3K - $83.7K
87.9K $4.47B
XLU
Utilities Sector Spdr

ETFs
3.05K
+ 12.31%
$67.67 - $80.78 $207K - $247K
27.9K $2.25B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.53K
+ 3.22%
$45.2 - $47.87 $250K - $265K
178K $8.44B
XSMO
Invesco S&P Smallcap Momentum

ETFs
4.03K
+ 2.0%
$59.5 - $67.14 $240K - $270K
205K $13.6B
COST
Costco Wholesale Corp

Consumer Defensive
55
+ 0.52%
$801.83 - $917.05 $44.1K - $50.4K
10.7K $9.47B
IVE
Ishares S&P 500 Value ETF

ETFs
864
+ 2.04%
$181.06 - $197.17 $156K - $170K
43.1K $8.5B
ABBV
Abb Vie Inc.

Healthcare
325
+ 1.86%
$163.84 - $199.33 $53.2K - $64.8K
17.8K $3.51B
VOE
Vanguard Mid Cap Value Index F

ETFs
2.42K
+ 58.23%
$149.02 - $167.67 $361K - $406K
6.58K $1.1B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.66K
+ 2.19%
$44.24 - $49.47 $162K - $181K
171K $8.43B
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.37K
+ 1.93%
$37.37 - $41.82 $126K - $141K
178K $7.38B
WMT
Walmart Inc.

Consumer Defensive
795
+ 2.31%
$66.91 - $81.4 $53.2K - $64.7K
35.2K $2.84B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.78K
+ 5.0%
$51.29 - $56.57 $194K - $214K
79.4K $4.49B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.17K
+ 10.73%
$105.53 - $118.34 $335K - $375K
32.7K $3.83B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
3.86K
+ 16.76%
$74.85 - $82.2 $289K - $317K
26.9K $2.18B
AMD
Advanced Micro Devices Inc

Technology
2.07K
+ 24.6%
$128.67 - $183.96 $266K - $380K
10.5K $1.72B
T Rowe Price ETF Inc
8.39K
+ 10.99%
N/A
84.7K $2.82B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.87K
+ 1.3%
$76.38 - $78.87 $143K - $148K
146K $11.5B
ORCL
Oracle Corp

Technology
221
+ 2.15%
$125.9 - $170.35 $27.8K - $37.6K
10.5K $1.79B
RSP
Invesco S&P 500 Equal Weight E

ETFs
695
+ 2.49%
$162.83 - $179.16 $113K - $125K
28.6K $5.12B
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.09K
+ 25.91%
$102.05 - $114.97 $213K - $241K
10.2K $1.17B
SCHQ
Schwab Strategic Tr Long Term

ETFs
8.06K
+ 45.14%
$32.17 - $35.98 $259K - $290K
25.9K $907M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
4.98K
+ 14.25%
$52.27 - $60.45 $260K - $301K
39.9K $2.37B
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.51K
+ 4.66%
$71.45 - $75.64 $180K - $190K
56.5K $4.24B
XLP
Consumer Staples Sector Spdr

ETFs
671
+ 1.22%
$76.04 - $76.04 $51K - $51K
55.7K $4.63B
AMT
American Tower Corp

Real Estate
1.06K
+ 50.12%
$192.27 - $242.73 $204K - $257K
3.17K $738M
URTH
Ishares Msci World ETF

ETFs
1.76K
+ 91.88%
$140.68 - $156.99 $248K - $277K
3.68K $578M
ILCG
Ishares Morningstar Growth ETF
2.32K
+ 5.96%
N/A
41.3K $3.47B
KO
Coca Cola CO

Consumer Defensive
1.19K
+ 4.54%
$62.69 - $73.01 $74.5K - $86.8K
27.4K $1.98B
LMT
Lockheed Martin Corp

Industrials
15
+ 0.62%
$460.3 - $584.56 $6.9K - $8.77K
2.43K $1.42B
IAU
Ishares Gold Trust

ETFs
2.27K
+ 4.75%
$44.06 - $50.5 $100K - $115K
50.1K $2.49B
BALT
Innovator Etfs Tr
8.36K
+ 52.98%
$29.76 - $30.83 $249K - $258K
24.1K $744M
IBM
International Business Machines Corp

Technology
206
+ 3.24%
$175.1 - $223.38 $36.1K - $46K
6.56K $1.45B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
507
+ 7.2%
$72.18 - $107.33 $36.6K - $54.4K
7.54K $801M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.93K
+ 8.12%
$54.98 - $59.51 $161K - $175K
39.1K $2.33B
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
988
+ 5.17%
$100.88 - $116.06 $99.7K - $115K
20.1K $2.32B
MBB
Ishares Tr

ETFs
1.55K
+ 3.9%
$90.85 - $96.66 $140K - $149K
41.2K $3.95B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
449
+ 1.0%
$83.76 - $91.82 $37.6K - $41.2K
45.3K $4.14B
IRM
Iron Mountain Inc

Real Estate
32
+ 0.27%
$89.69 - $119.32 $2.87K - $3.82K
11.8K $1.41B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
703
+ 2.96%
$85.84 - $85.84 $60.3K - $60.3K
24.5K $2.37B
VNQ
Vanguard Specialized Funds Van

ETFs
425
+ 1.92%
$82.97 - $98.97 $35.3K - $42.1K
22.6K $2.22B
CWB
Spdr Bloomberg Convertible Sec

ETFs
1.72K
+ 5.36%
$71.19 - $76.59 $122K - $131K
33.7K $2.58B
VBK
Vanguard Small Cap Growth ETF

ETFs
347
+ 1.24%
$240.48 - $267.94 $83.4K - $93K
28.4K $7.59B
DELL
Dell Technologies Inc.

Technology
2.02K
+ 99.41%
$87.89 - $145.97 $177K - $294K
4.04K $479M
UITB
Usaa ETF Tr Core Intermediate

ETFs
4.07K
+ 22.15%
$45.71 - $48.29 $186K - $197K
22.5K $1.08B
AGZ
Ishares Agency Bond ETF

ETFs
1.68K
+ 9.33%
$107.35 - $110.79 $181K - $187K
19.7K $2.18B
PYPL
Pay Pal Holdings, Inc.

Financial Services
214
+ 1.8%
$57.22 - $80.08 $12.2K - $17.1K
12.1K $947M
Aim ETF Products Trust
5.78K
+ 10.51%
N/A
60.8K $1.75B
DHR
Danaher Corp

Healthcare
47
+ 0.63%
$239.25 - $280.76 $11.2K - $13.2K
7.49K $2.08B
Activity Summary
Buys All Purchases 353 New Holdings 38 Increased Positions 315 Sells All Sells 243 Reductions 243 Sold out 0 Options Calls 0 Puts 0
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