Focus Financial Network Inc /Adv Purchases in Q4 2023

Focus Financial Network Inc /Adv

  • $2.66 Trillion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
IQLT
Ishares Msci Intl Quality Fact

ETFs
160K
New
$32.36 - $37.66 $5.17M - $6.02M
160K $6B
XLV
Select Sector Spdr Fund Health

ETFs
43.6K
New
$123.14 - $136.38 $5.37M - $5.94M
43.6K $5.94B
XSVM
Invesco S&P Smallcap Value Wit

ETFs
109K
New
$45.09 - $55.21 $4.92M - $6.03M
109K $5.92B
DVY
Ishares Tr

ETFs
49K
New
$102.97 - $119.06 $5.04M - $5.83M
49K $5.74B
GSSC
Goldman Sachs ETF Tr Activebet

ETFs
89.9K
New
$51.83 - $64.21 $4.66M - $5.78M
89.9K $5.71B
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
107K
New
$44.52 - $53.18 $4.74M - $5.66M
107K $5.6B
SGOL
Abrdn Gold ETF Trust

ETFs
280K
New
$17.41 - $19.87 $4.87M - $5.56M
280K $5.52B
USB
Us Bancorp \De\

Financial Services
124K
New
$30.64 - $45.33 $3.81M - $5.63M
124K $5.44B
GLD
Spdr Gold Trust

ETFs
28.4K
New
$168.83 - $192.59 $4.8M - $5.48M
28.4K $5.44B
LMT
Lockheed Martin Corp

Industrials
11.7K
New
$397.35 - $458.04 $4.66M - $5.37M
11.7K $5.31B
EFG
Msci Eafe Growth ETF

ETFs
51.9K
New
$82.53 - $96.98 $4.28M - $5.03M
51.9K $5.03B
WM
Waste Management Inc

Industrials
27.9K
New
$151.21 - $179.1 $4.22M - $4.99M
27.9K $4.99B
MA
Mastercard Inc

Financial Services
11.5K
New
$364.08 - $426.51 $4.18M - $4.9M
11.5K $4.9B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
77.8K
New
$57.48 - $63.4 $4.47M - $4.93M
77.8K $4.88B
TFLO
Ishares Treasury Floating Rate

ETFs
95K
New
$50.37 - $50.75 $4.79M - $4.82M
95K $4.8B
XLP
Consumer Staples Sector Spdr

ETFs
66.5K
New
$66.22 - $72.3 $4.4M - $4.81M
66.5K $4.79B
ACN
Accenture PLC

Technology
13.1K
New
$290.04 - $354.45 $3.8M - $4.64M
13.1K $4.59B
SCHR
Schwab Intermediate Term Us Tr

ETFs
92.3K
New
$47.09 - $49.87 $4.34M - $4.6M
92.3K $4.59B
ESGU
Ishares Trust Ishares Esg Awar

ETFs
43.3K
New
$89.99 - $105.25 $3.89M - $4.55M
43.3K $4.54B
PFM
Invesco Exchange Traded Fd Tr

ETFs
113K
New
$35.25 - $39.92 $3.97M - $4.5M
113K $4.49B
VGT
Vanguard Information Technolog

ETFs
9.27K
New
$399.56 - $486.79 $3.71M - $4.51M
9.27K $4.49B
PNR
Pentair PLC

Industrials
61K
New
$57.38 - $73.0 $3.5M - $4.45M
61K $4.44B
DAL
Delta Air Lines, Inc.

Industrials
109K
New
$30.65 - $42.44 $3.33M - $4.61M
109K $4.37B
UPS
United Parcel Service Inc

Industrials
27.3K
New
$134.83 - $162.94 $3.69M - $4.45M
27.3K $4.3B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
91.2K
New
$42.52 - $46.2 $3.88M - $4.21M
91.2K $4.22B
MBB
Ishares Tr

ETFs
44.8K
New
$85.82 - $94.55 $3.84M - $4.23M
44.8K $4.21B
RDVY
First Trust Rising Dividend Ac

ETFs
80.3K
New
$43.44 - $52.04 $3.49M - $4.18M
80.3K $4.15B
NMFC
New Mountain Finance Corp

Financial Services
325K
New
$12.25 - $13.21 $3.98M - $4.29M
325K $4.14B
PID
Invesco Exchange Traded Fd Tr

ETFs
211K
New
$15.86 - $18.53 $3.35M - $3.91M
211K $3.89B
VLUE
Ishares Msci Usa Value Factor

ETFs
38.5K
New
$85.95 - $101.55 $3.31M - $3.91M
38.5K $3.89B
IBM
International Business Machines Corp

Technology
23.7K
New
$136.38 - $164.71 $3.23M - $3.9M
23.7K $3.88B
DUK
Duke Energy Corp

Utilities
39.6K
New
$85.44 - $98.31 $3.38M - $3.89M
39.6K $3.84B
ARCC
Ares Capital Corp

Financial Services
189K
New
$18.66 - $20.21 $3.53M - $3.82M
189K $3.79B
NFLX
Netflix Inc

Communication Services
7.6K
New
$346.19 - $495.02 $2.63M - $3.76M
7.6K $3.7B
XLF
Financial Sector Spdr

ETFs
96.6K
New
$31.45 - $37.72 $3.04M - $3.65M
96.6K $3.63B
NVT
N Vent Electric PLC

Industrials
61K
New
$45.88 - $59.29 $2.8M - $3.62M
61K $3.61B
ADBE
Adobe Inc.

Technology
5.91K
New
$507.03 - $633.66 $3M - $3.74M
5.91K $3.52B
PPA
Invesco Exchange Traded Fd Tr

ETFs
38.1K
New
$78.19 - $92.18 $2.98M - $3.51M
38.1K $3.51B
VUG
Vanguard Growth ETF

ETFs
11.3K
New
$261.54 - $312.16 $2.95M - $3.52M
11.3K $3.51B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
66.8K
New
$49.4 - $51.28 $3.3M - $3.43M
66.8K $3.43B
SPSC
Sps Commerce Inc

Technology
17.5K
New
$154.22 - $197.29 $2.7M - $3.46M
17.5K $3.4B
AOM
Ishares Tr Core Moderate Alloc

ETFs
80.5K
New
$37.83 - $41.78 $3.05M - $3.36M
80.5K $3.34B
XLG
Invesco Exchange Traded Fd Tr

ETFs
88.3K
New
$32.87 - $37.84 $2.9M - $3.34M
88.3K $3.33B
SBUX
Starbucks Corp

Consumer Cyclical
34.7K
New
$89.48 - $107.21 $3.1M - $3.72M
34.7K $3.33B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
64.8K
New
$50.29 - $50.88 $3.26M - $3.3M
64.8K $3.3B
UNP
Union Pacific Corp

Industrials
13.4K
New
$200.64 - $246.02 $2.69M - $3.3M
13.4K $3.3B
IEMG
Ishares Inc

ETFs
64.9K
New
$45.74 - $50.64 $2.97M - $3.28M
64.9K $3.28B
KO
Coca Cola CO

Consumer Defensive
55.2K
New
$52.38 - $59.93 $2.89M - $3.31M
55.2K $3.25B
DCI
Donaldson CO Inc

Industrials
49.4K
New
$57.3 - $65.9 $2.83M - $3.26M
49.4K $3.23B
Activity Summary
Buys All Purchases 710 New Holdings 710 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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