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
$311B
$245 Billion 9.76% of portfolio
1,827,805
Q4 2024 Reduced 2.41%
$3.89T
$98.8 Billion 3.93% of portfolio
394,447
Q4 2024 Reduced 1.59%
$2.16T
$70.7 Billion 2.81% of portfolio
322,140
Q4 2024 Added 1.88%
$2.96T
$33.4 Billion 1.33% of portfolio
79,295
Q4 2024 Added 3.93%
$669B
$27.6 Billion 1.1% of portfolio
60,916
Q4 2024 Added 5.07%
$444B
$22.6 Billion 0.9% of portfolio
44,709
Q4 2024 Reduced 3.71%
$188B
$18.7 Billion 0.74% of portfolio
17,617
Q4 2024 Added 32.73%
$1.02T
$16.1 Billion 0.64% of portfolio
85,313
Q4 2024 Reduced 3.0%
$464B
$10.4 Billion 0.41% of portfolio
11,379
Q4 2024 Added 6.56%
$925B
$8.8 Billion 0.35% of portfolio
21,797
Q4 2024 Reduced 2.47%
$776B
$8.33 Billion 0.33% of portfolio
34,737
Q4 2024 Added 1.74%
$85.7B
$8.02 Billion 0.32% of portfolio
62,128
Q4 2024 Added 0.69%
$80.8B
$7.57 Billion 0.3% of portfolio
32,650
Q4 2024 Reduced 5.27%
$39.4B
$7.38 Billion 0.29% of portfolio
109,331
Q4 2024 Reduced 0.96%
$875B
$7.29 Billion 0.29% of portfolio
9,444
Q4 2024 Reduced 20.46%
$1.5T
$6.59 Billion 0.26% of portfolio
11,249
Q4 2024 Added 18.15%
$57.2B
$5.16 Billion 0.21% of portfolio
38,199
Q4 2024 Reduced 0.18%
$593B
$4.49 Billion 0.18% of portfolio
14,222
Q4 2024 Added 0.15%
$431B
$4.57 Billion 0.18% of portfolio
31,588
Q4 2024 Reduced 10.1%
$38.5B
$4.65 Billion 0.18% of portfolio
76,809
Q4 2024 Reduced 12.66%
$406B
$4.24 Billion 0.17% of portfolio
10,900
Q4 2024 Added 0.58%
$76.7B
$4.32 Billion 0.17% of portfolio
18,424
Q4 2024 Reduced 1.59%
$412B
$4.19 Billion 0.17% of portfolio
24,963
Q4 2024 Reduced 4.48%
-
$4.26 Billion 0.17% of portfolio
-
Q4 2024 Added 0.45%
$143B
$3.94 Billion 0.16% of portfolio
17,457
Q4 2024 Reduced 0.89%
$10.1B
$4.13 Billion 0.16% of portfolio
60,547
Q4 2024 Added 0.0%
$1.05T
$3.93 Billion 0.16% of portfolio
20,616
Q4 2024 Reduced 10.0%
$242B
$4.1 Billion 0.16% of portfolio
36,287
Q4 2024 Reduced 1.39%
$182B
$3.97 Billion 0.16% of portfolio
10,931
Q4 2024 Reduced 1.19%
-
$3.79 Billion 0.15% of portfolio
-
Q4 2024 Added 2.46%
$227B
$3.89 Billion 0.15% of portfolio
13,406
Q4 2024 Reduced 1.27%
$297B
$3.73 Billion 0.15% of portfolio
53,125
Q4 2024 Reduced 11.18%
$0
$3.81 Billion 0.15% of portfolio
173,988
Q4 2024 Added 20.42%
$268B
$3.6 Billion 0.14% of portfolio
39,756
Q4 2024 Added 12.89%
$464B
$3.35 Billion 0.13% of portfolio
31,099
Q4 2024 Reduced 11.03%
$133B
$3.37 Billion 0.13% of portfolio
31,705
Q4 2024 Reduced 9.35%
$69.7B
$3.07 Billion 0.12% of portfolio
64,223
Q4 2024 Reduced 0.15%
$122B
$2.78 Billion 0.11% of portfolio
34,769
Q4 2024 Reduced 1.19%
$370B
$2.86 Billion 0.11% of portfolio
16,080
Q4 2024 Reduced 9.57%
$310B
$2.45 Billion 0.1% of portfolio
16,937
Q4 2024 Reduced 0.11%
$550B
$2.51 Billion 0.1% of portfolio
4,770
Q4 2024 Reduced 6.43%
$0
$2.41 Billion 0.1% of portfolio
53,568
Q4 2024 Reduced 1.46%
$370B
$2.61 Billion 0.1% of portfolio
59,448
Q4 2024 Added 4.32%
$104B
$2.15 Billion 0.09% of portfolio
12,153
Q4 2024 Reduced 6.79%
$8.46B
$2.34 Billion 0.09% of portfolio
34,745
Q4 2024 Added 2.44%
$14.7B
$2.38 Billion 0.09% of portfolio
28,194
Q4 2024 Added 5.47%
$436B
$2.34 Billion 0.09% of portfolio
2,621
Q4 2024 Reduced 1.72%
$60.6B
$1.92 Billion 0.08% of portfolio
7,976
Q4 2024 Reduced 3.29%
$9.18B
$1.93 Billion 0.08% of portfolio
53,726
Q4 2024 Reduced 3.04%

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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