Focus Financial Network Inc /Adv New Holdings in Q4 2023

Focus Financial Network Inc /Adv

  • $2.66 Trillion
  • Q4 2023
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
664K
New
$166.89 - $198.11 $111M - $132M
664K $128B
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.47M
New
$70.08 - $83.37 $103M - $122M
1.47M $122B
IVV
Ishares Core S&P 500 ETF

ETFs
226K
New
$412.55 - $479.0 $93.1M - $108M
226K $108B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.26M
New
$66.9 - $76.32 $84.2M - $96.1M
1.26M $95.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
226K
New
$343.66 - $411.5 $77.5M - $92.9M
226K $92.5B
NVDA
Nvidia Corp

Technology
167K
New
$403.26 - $504.09 $67.5M - $84.4M
167K $82.9B
AMZN
Amazon Com Inc

Consumer Cyclical
421K
New
$119.57 - $154.07 $50.3M - $64.9M
421K $64B
SCHV
Schwab Strategic Tr Us Large C

ETFs
773K
New
$61.16 - $70.24 $47.3M - $54.3M
773K $54.2B
MSFT
Microsoft Corp

Technology
141K
New
$313.39 - $382.7 $44.2M - $53.9M
141K $53B
UNH
Unitedhealth Group Inc

Healthcare
78.8K
New
$509.47 - $552.97 $40.2M - $43.6M
78.8K $41.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
72.9K
New
$410.68 - $476.69 $29.9M - $34.7M
72.9K $34.8B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
350K
New
$91.67 - $99.66 $32.1M - $34.9M
350K $34.7B
JPM
Jpmorgan Chase & CO

Financial Services
151K
New
$135.69 - $170.3 $20.5M - $25.7M
151K $25.7B
GOOGL
Alphabet Inc.

Communication Services
179K
New
$122.17 - $141.52 $21.9M - $25.3M
179K $25B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
557K
New
$34.3 - $42.83 $19.1M - $23.9M
557K $23.5B
SCHX
Schwab Strategic Tr Us Large C

ETFs
416K
New
$48.47 - $56.6 $20.1M - $23.5M
416K $23.4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
64.4K
New
$331.71 - $362.68 $21.4M - $23.3M
64.4K $23B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
410K
New
$47.61 - $55.91 $19.5M - $22.9M
410K $22.8B
QLD
Proshares Ultra Qqq

ETFs
298K
New
$54.15 - $76.8 $16.1M - $22.9M
298K $22.7B
GTO
Invesco Actively Managed ETF T

ETFs
469K
New
$43.49 - $47.4 $20.4M - $22.2M
469K $22.2B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
381K
New
$51.06 - $57.96 $19.5M - $22.1M
381K $22.1B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
241K
New
$75.71 - $89.74 $18.3M - $21.7M
241K $21.4B
SHOP
Shopify Inc.

Technology
258K
New
$46.4 - $79.11 $12M - $20.4M
258K $20.1B
IWR
Ishares Russell Mid Cap ETF

ETFs
241K
New
$64.84 - $78.27 $15.6M - $18.9M
241K $18.7B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
41.5K
New
$377.32 - $438.19 $15.7M - $18.2M
41.5K $18.1B
XLK
Technology Sector Spdr

ETFs
94K
New
$160.19 - $193.07 $15.1M - $18.2M
94K $18.1B
LLY
Eli Lilly & CO

Healthcare
29.7K
New
$525.19 - $619.13 $15.6M - $18.4M
29.7K $17.3B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
358K
New
$46.72 - $48.12 $16.7M - $17.2M
358K $17B
FNDF
Schwab Fundamental Intl Large

ETFs
482K
New
$30.23 - $33.77 $14.6M - $16.3M
482K $16.2B
VIG
Vanguard Dividend Appreciation

ETFs
92.6K
New
$150.16 - $171.16 $13.9M - $15.8M
92.6K $15.8B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
299K
New
$47.09 - $52.78 $14.1M - $15.8M
299K $15.6B
HON
Honeywell International Inc

Industrials
73.6K
New
$176.06 - $209.71 $13M - $15.4M
73.6K $15.4B
IEF
Ishares Barclays

ETFs
158K
New
$88.95 - $97.0 $14M - $15.3M
158K $15.2B
JNJ
Johnson & Johnson

Healthcare
90.4K
New
$145.6 - $158.88 $13.2M - $14.4M
90.4K $14.2B
V
Visa Inc.

Financial Services
53.3K
New
$228.81 - $262.38 $12.2M - $14M
53.3K $13.9B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
171K
New
$63.01 - $75.95 $10.8M - $13M
171K $12.9B
HD
Home Depot, Inc.

Consumer Cyclical
37K
New
$276.46 - $354.0 $10.2M - $13.1M
37K $12.8B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
182K
New
$61.43 - $70.36 $11.2M - $12.8M
182K $12.8B
COST
Costco Wholesale Corp

Consumer Defensive
18.9K
New
$543.03 - $681.24 $10.3M - $12.9M
18.9K $12.8B
QUAL
Ishares Msci Usa Quality Facto

ETFs
84.6K
New
$127.66 - $147.99 $10.8M - $12.5M
84.6K $12.5B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
111K
New
$98.71 - $111.84 $10.9M - $12.4M
111K $12.4B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
111K
New
$87.61 - $110.11 $9.72M - $12.2M
111K $12B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
222K
New
$47.93 - $54.22 $10.6M - $12M
222K $12B
MMM
3 M CO

Industrials
107K
New
$85.6 - $109.69 $9.16M - $11.7M
107K $11.7B
TGT
Target Corp

Consumer Defensive
81.5K
New
$105.01 - $142.54 $8.56M - $11.6M
81.5K $11.6B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
129K
New
$74.81 - $90.45 $9.65M - $11.7M
129K $11.6B
IWM
Ishares Russell 2000 ETF

ETFs
57.6K
New
$162.21 - $204.82 $9.35M - $11.8M
57.6K $11.6B
IVW
Ishares S&P 500 Growth ETF

ETFs
148K
New
$65.78 - $75.4 $9.71M - $11.1M
148K $11.1B
IWP
Ishares Russell Mid Cap Growth

ETFs
105K
New
$85.66 - $105.12 $9.02M - $11.1M
105K $11B
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
Track This Portfolio

Track Focus Financial Network Inc /Adv Portfolio

Follow Focus Financial Network Inc /Adv 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 /Adv, based on Form 13F filings with the SEC.

News

Stay updated on Focus Financial Network Inc /Adv with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email