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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$350B
$227 Billion 9.29% of portfolio
1,872,850
Q3 2024 Added 3.35%
$3.9T
$93.4 Billion 3.81% of portfolio
400,806
Q3 2024 Reduced 0.59%
$2.17T
$58.9 Billion 2.41% of portfolio
316,211
Q3 2024 Added 1.79%
$3.21T
$32.8 Billion 1.34% of portfolio
76,296
Q3 2024 Added 1.99%
$566B
$27.1 Billion 1.11% of portfolio
46,434
Q3 2024 Reduced 2.97%
$612B
$26.7 Billion 1.09% of portfolio
57,975
Q3 2024 Added 3.03%
$1.02T
$14.6 Billion 0.6% of portfolio
87,950
Q3 2024 Added 0.48%
$214B
$11.9 Billion 0.48% of portfolio
13,273
Q3 2024 Added 0.87%
$773B
$10.5 Billion 0.43% of portfolio
11,874
Q3 2024 Reduced 2.49%
$435B
$9.47 Billion 0.39% of portfolio
10,678
Q3 2024 Added 0.52%
$72.5B
$8.43 Billion 0.34% of portfolio
61,703
Q3 2024 Reduced 1.73%
$38.8B
$7.27 Billion 0.3% of portfolio
110,390
Q3 2024 Added 4.09%
$718B
$7.2 Billion 0.29% of portfolio
34,143
Q3 2024 Reduced 0.19%
$1.11T
$5.85 Billion 0.24% of portfolio
22,349
Q3 2024 Reduced 1.81%
$68.1B
$5.95 Billion 0.24% of portfolio
34,465
Q3 2024 Reduced 18.3%
$60.5B
$5.96 Billion 0.24% of portfolio
38,268
Q3 2024 Reduced 0.71%
$398B
$5.69 Billion 0.23% of portfolio
35,135
Q3 2024 Reduced 1.96%
$1.37T
$5.45 Billion 0.22% of portfolio
9,521
Q3 2024 Added 2.66%
$70.7B
$4.79 Billion 0.2% of portfolio
18,722
Q3 2024 Reduced 0.26%
$40.1B
$4.47 Billion 0.18% of portfolio
87,942
Q3 2024 Added 1.87%
$211B
$4.33 Billion 0.18% of portfolio
11,063
Q3 2024 Reduced 0.86%
$416B
$4.53 Billion 0.18% of portfolio
26,133
Q3 2024 Added 12.92%
$440B
$4.39 Billion 0.18% of portfolio
10,837
Q3 2024 Reduced 0.19%
-
$4.26 Billion 0.17% of portfolio
-
Q3 2024 Added 0.07%
$490B
$4.1 Billion 0.17% of portfolio
34,954
Q3 2024 Reduced 0.62%
$13B
$4.25 Billion 0.17% of portfolio
60,546
Q3 2024 Added 0.0%
$204B
$4.2 Billion 0.17% of portfolio
36,798
Q3 2024 Reduced 0.62%
$217B
$4.13 Billion 0.17% of portfolio
13,579
Q3 2024 Reduced 2.23%
$512B
$3.9 Billion 0.16% of portfolio
14,200
Q3 2024 Reduced 0.3%
$1.05T
$3.83 Billion 0.16% of portfolio
22,907
Q3 2024 Reduced 0.48%
$153B
$3.64 Billion 0.15% of portfolio
17,613
Q3 2024 Reduced 0.62%
-
$3.47 Billion 0.14% of portfolio
-
Q3 2024 Added 5.96%
$321B
$3.51 Billion 0.14% of portfolio
17,782
Q3 2024 Added 1.86%
$281B
$3.38 Billion 0.14% of portfolio
59,812
Q3 2024 Added 1.28%
$114B
$3.19 Billion 0.13% of portfolio
35,187
Q3 2024 Reduced 3.95%
$254B
$2.84 Billion 0.12% of portfolio
35,216
Q3 2024 Added 2.31%
$77.4B
$2.97 Billion 0.12% of portfolio
64,317
Q3 2024 Added 2.34%
$0
$3.03 Billion 0.12% of portfolio
144,479
Q3 2024 Reduced 7.52%
$133B
$2.8 Billion 0.11% of portfolio
34,977
Q3 2024 Reduced 2.61%
$39.3B
$2.72 Billion 0.11% of portfolio
36,894
Q3 2024 Added 10.08%
$223B
$2.4 Billion 0.1% of portfolio
14,098
Q3 2024 Reduced 4.21%
$317B
$2.5 Billion 0.1% of portfolio
16,956
Q3 2024 Added 1.03%
$0
$2.4 Billion 0.1% of portfolio
54,363
Q3 2024 Added 0.78%
$502B
$2.52 Billion 0.1% of portfolio
5,098
Q3 2024 Reduced 1.37%
$8.9B
$2.5 Billion 0.1% of portfolio
33,917
Q3 2024 Added 0.03%
$209B
$2.34 Billion 0.1% of portfolio
3,784
Q3 2024 Reduced 3.42%
$15.3B
$2.34 Billion 0.1% of portfolio
26,731
Q3 2024 Reduced 6.97%
$6.9B
$2.33 Billion 0.1% of portfolio
11,991
Q3 2024 Added 15.8%
$117B
$2.11 Billion 0.09% of portfolio
6,172
Q3 2024 Reduced 12.7%

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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