Focus Financial Network Inc /Adv Portfolio Holdings

Focus Financial Network Inc /Adv

  • $2.66 Trillion
  • Q4 2023

Focus Financial Network Inc /Adv has filed its 13F form on February 12, 2024 for Q4 2023 where it was disclosed a total value porftolio of $2.66 Trillion distributed in 710 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $128B, Schwab Strategic Tr Us Large C with a value of $122B, Ishares Core S&P 500 ETF with a value of $108B, Schwab Strategic Tr Us Dividen with a value of $95.8B, and Invesco Qqq Trust, Series 1 with a value of $92.5B.

Examining the 13F form we can see an increase of $2.66T in the current position value.

Focus Financial Network Inc /Adv is based out at Minneapolis, MN

Below you can find more details about Focus Financial Network Inc /Adv portfolio as well as his latest detailed transactions.

Portfolio value $2.66 Trillion
Technology: $352 Billion
Healthcare: $127 Billion
Financial Services: $127 Billion
Consumer Cyclical: $114 Billion
Industrials: $112 Billion
Consumer Defensive: $61.8 Billion
Communication Services: $53.9 Billion
Energy: $29.7 Billion
Other: $45.2 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$255 Million 0.01% of portfolio
6,809
Q4 2023 New
$0
$301 Million 0.01% of portfolio
6,758
Q4 2023 New
$0
$306 Million 0.01% of portfolio
5,157
Q4 2023 New
$0
$262 Million 0.01% of portfolio
11,388
Q4 2023 New
$0
$363 Million 0.01% of portfolio
21,537
Q4 2023 New
$0
$215 Million 0.01% of portfolio
7,765
Q4 2023 New
$0
$368 Million 0.01% of portfolio
3,516
Q4 2023 New
$0
$306 Million 0.01% of portfolio
7,069
Q4 2023 New
$0
$260 Million 0.01% of portfolio
4,830
Q4 2023 New
$0
$289 Million 0.01% of portfolio
3,050
Q4 2023 New
$0
$290 Million 0.01% of portfolio
9,583
Q4 2023 New
$0
$230 Million 0.01% of portfolio
2,878
Q4 2023 New
$0
$330 Million 0.01% of portfolio
6,921
Q4 2023 New
$0
$288 Million 0.01% of portfolio
3,378
Q4 2023 New
$0
$341 Million 0.01% of portfolio
15,024
Q4 2023 New
$0
$253 Million 0.01% of portfolio
2,464
Q4 2023 New
$0
$397 Million 0.01% of portfolio
2,072
Q4 2023 New
$0
$254 Million 0.01% of portfolio
4,931
Q4 2023 New
$0
$355 Million 0.01% of portfolio
7,347
Q4 2023 New
$0
$309 Million 0.01% of portfolio
15,818
Q4 2023 New
$0
$233 Million 0.01% of portfolio
9,379
Q4 2023 New
$0
$384 Million 0.01% of portfolio
8,342
Q4 2023 New
$0
$244 Million 0.01% of portfolio
9,455
Q4 2023 New
$0
$205 Million 0.01% of portfolio
5,800
Q4 2023 New
$0
$309 Million 0.01% of portfolio
17,647
Q4 2023 New
$0
$312 Million 0.01% of portfolio
3,330
Q4 2023 New
$0
$282 Million 0.01% of portfolio
4,168
Q4 2023 New
$0
$297 Million 0.01% of portfolio
10,416
Q4 2023 New
$0
$227 Million 0.01% of portfolio
4,138
Q4 2023 New
$0
$388 Million 0.01% of portfolio
12,213
Q4 2023 New
$0
$307 Million 0.01% of portfolio
3,118
Q4 2023 New
$0
$278 Million 0.01% of portfolio
4,900
Q4 2023 New
$0
$273 Million 0.01% of portfolio
674
Q4 2023 New
$0
$288 Million 0.01% of portfolio
5,800
Q4 2023 New
$0
$204 Million 0.01% of portfolio
5,749
Q4 2023 New
$0
$354 Million 0.01% of portfolio
5,189
Q4 2023 New
$0
$327 Million 0.01% of portfolio
14,046
Q4 2023 New
$0
$380 Million 0.01% of portfolio
3,611
Q4 2023 New
$0
$272 Million 0.01% of portfolio
5,368
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 710
  • Current Value $2.66 Trillion
  • Filing
  • Period Q4 2023
  • Filing Date February 12, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 710 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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