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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$170M
$141 Million 0.01% of portfolio
21,500
Q4 2023 New
$51.2M
$21.8 Million 0.0% of portfolio
32,141
Q4 2023 New
$82.9M
$12.2 Million 0.0% of portfolio
38,100
Q4 2023 New
$149M
$5.7 Million 0.0% of portfolio
10,000
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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