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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$180B
$1.2 Billion 0.05% of portfolio
10,779
Q4 2024 Reduced 5.84%
$0
$1.13 Billion 0.05% of portfolio
24,492
Q4 2024 Reduced 2.18%
$0
$1.34 Billion 0.05% of portfolio
72,908
Q4 2024 Added 8.61%
$44.3B
$1.3 Billion 0.05% of portfolio
12,989
Q4 2024 Reduced 3.82%
$3.36B
$1.3 Billion 0.05% of portfolio
17,575
Q4 2024 Added 0.33%
$142B
$1.24 Billion 0.05% of portfolio
46,915
Q4 2024 Reduced 9.75%
Sila Realty Trust Inc
-
$1.17 Billion 0.05% of portfolio
-
Q4 2024 Reduced 7.63%
$93.9B
$1.31 Billion 0.05% of portfolio
12,172
Q4 2024 Added 0.21%
$142B
$1.37 Billion 0.05% of portfolio
18,522
Q4 2024 Reduced 7.0%
$0
$1.16 Billion 0.05% of portfolio
25,131
Q4 2024 Added 11.94%
$117B
$1.3 Billion 0.05% of portfolio
2,685
Q4 2024 Added 10.45%
$4.67B
$1.27 Billion 0.05% of portfolio
63,970
Q4 2024 Reduced 2.3%
$142B
$1.15 Billion 0.05% of portfolio
2,723
Q4 2024 Reduced 3.1%
$227B
$1.35 Billion 0.05% of portfolio
13,498
Q4 2024 Added 19.58%
$56B
$881 Million 0.04% of portfolio
4,551
Q4 2024 Added 0.95%
$145B
$1.08 Billion 0.04% of portfolio
4,739
Q4 2024 Reduced 2.97%
$0
$1.05 Billion 0.04% of portfolio
26,791
Q4 2024 Added 11.21%
$99.1B
$960 Million 0.04% of portfolio
5,570
Q4 2024 Added 4.84%
$3.88B
$931 Million 0.04% of portfolio
21,022
Q4 2024 Added 12.41%
$0
$1.01 Billion 0.04% of portfolio
10,127
Q4 2024 Reduced 84.95%
$0
$1.06 Billion 0.04% of portfolio
4,359
Q4 2024 Reduced 41.32%
$0
$1.12 Billion 0.04% of portfolio
7,547
Q4 2024 New
$268B
$1.08 Billion 0.04% of portfolio
3,238
Q4 2024 Reduced 24.1%
$0
$953 Million 0.04% of portfolio
10,853
Q4 2024 Added 1.44%
$0
$1.11 Billion 0.04% of portfolio
19,703
Q4 2024 Reduced 3.2%
$0
$1.02 Billion 0.04% of portfolio
13,178
Q4 2024 New
$0
$1.04 Billion 0.04% of portfolio
30,321
Q4 2024 Reduced 2.06%
$0
$932 Million 0.04% of portfolio
19,053
Q4 2024 Reduced 1.45%
$173B
$964 Million 0.04% of portfolio
6,278
Q4 2024 Added 38.07%
$0
$1.05 Billion 0.04% of portfolio
7,966
Q4 2024 Reduced 0.31%
$0
$1.04 Billion 0.04% of portfolio
7,901
Q4 2024 Reduced 1.09%
$0
$921 Million 0.04% of portfolio
14,788
Q4 2024 Reduced 2.8%
$0
$1.04 Billion 0.04% of portfolio
13,695
Q4 2024 Reduced 12.8%
$0
$1.1 Billion 0.04% of portfolio
10,772
Q4 2024 Added 8.11%
$0
$881 Million 0.04% of portfolio
17,288
Q4 2024 Added 1.4%
$8.96B
$910 Million 0.04% of portfolio
17,502
Q4 2024 New
$0
$1 Billion 0.04% of portfolio
23,780
Q4 2024 Reduced 2.91%
$0
$961 Million 0.04% of portfolio
29,261
Q2 2024 Added 36.54%
$191B
$918 Million 0.04% of portfolio
22,948
Q4 2024 Reduced 2.67%
$0
$898 Million 0.04% of portfolio
25,601
Q4 2024 Reduced 1.83%
$0
$1.01 Billion 0.04% of portfolio
8,358
Q4 2024 Added 7.37%
$0
$711 Million 0.03% of portfolio
14,758
Q4 2024 Added 10.69%
$0
$739 Million 0.03% of portfolio
2,742
Q4 2024 Reduced 4.23%
$0
$753 Million 0.03% of portfolio
35,747
Q4 2024 Reduced 3.53%
$51.7B
$670 Million 0.03% of portfolio
1,258
Q4 2024 Added 2.28%
$0
$739 Million 0.03% of portfolio
13,020
Q4 2024 Added 3.35%
$0
$843 Million 0.03% of portfolio
4,435
Q4 2024 Reduced 5.78%
$17.8B
$782 Million 0.03% of portfolio
1,868
Q4 2022 Reduced 38.1%
$183B
$839 Million 0.03% of portfolio
169
Q4 2024 Added 1.2%

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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