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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.09T
$128 Billion 4.81% of portfolio
664,314
Q4 2023 New
$0
$122 Billion 4.58% of portfolio
1,467,650
Q4 2023 New
$0
$108 Billion 4.05% of portfolio
225,781
Q4 2023 New
$0
$95.8 Billion 3.6% of portfolio
1,258,786
Q4 2023 New
$0
$92.5 Billion 3.47% of portfolio
225,659
Q4 2023 New
$336B
$82.9 Billion 3.11% of portfolio
167,355
Q4 2023 New
$2.29T
$64 Billion 2.4% of portfolio
420,931
Q4 2023 New
$0
$54.2 Billion 2.04% of portfolio
773,436
Q4 2023 New
$3.25T
$53 Billion 1.99% of portfolio
140,964
Q4 2023 New
$468B
$41.5 Billion 1.56% of portfolio
78,830
Q4 2023 New
$0
$38.6 Billion 1.45% of portfolio
690,604
Q4 2023 New
$0
$34.7 Billion 1.31% of portfolio
349,960
Q4 2023 New
$0
$34.8 Billion 1.31% of portfolio
72,859
Q4 2023 New
$697B
$25.7 Billion 0.97% of portfolio
150,980
Q4 2023 New
$1.14T
$25 Billion 0.94% of portfolio
179,068
Q4 2023 New
$0
$23.4 Billion 0.88% of portfolio
415,673
Q4 2023 New
$590B
$23 Billion 0.86% of portfolio
64,372
Q4 2023 New
$0
$22.8 Billion 0.86% of portfolio
410,055
Q4 2023 New
$0
$22.7 Billion 0.85% of portfolio
298,215
Q4 2023 New
$0
$22.1 Billion 0.83% of portfolio
381,217
Q4 2023 New
$0
$22.2 Billion 0.83% of portfolio
468,958
Q4 2023 New
$0
$21.4 Billion 0.8% of portfolio
241,330
Q4 2023 New
$130B
$20.1 Billion 0.76% of portfolio
258,484
Q4 2023 New
$0
$18.7 Billion 0.7% of portfolio
241,072
Q4 2023 New
$0
$18.1 Billion 0.68% of portfolio
41,503
Q4 2023 New
$0
$18.1 Billion 0.68% of portfolio
94,033
Q4 2023 New
$730B
$17.3 Billion 0.65% of portfolio
29,655
Q4 2023 New
$0
$17 Billion 0.64% of portfolio
358,288
Q4 2023 New
$0
$16.2 Billion 0.61% of portfolio
481,654
Q4 2023 New
$0
$15.8 Billion 0.59% of portfolio
92,601
Q4 2023 New
$0
$15.6 Billion 0.59% of portfolio
298,543
Q4 2023 New
$154B
$15.4 Billion 0.58% of portfolio
73,641
Q4 2023 New
$0
$15.2 Billion 0.57% of portfolio
157,768
Q4 2023 New
$378B
$14.2 Billion 0.53% of portfolio
90,428
Q4 2023 New
$519B
$13.9 Billion 0.52% of portfolio
53,296
Q4 2023 New
$402B
$12.8 Billion 0.48% of portfolio
36,978
Q4 2023 New
$0
$12.8 Billion 0.48% of portfolio
181,762
Q4 2023 New
$422B
$12.8 Billion 0.48% of portfolio
18,912
Q4 2023 New
$0
$12.9 Billion 0.48% of portfolio
170,868
Q4 2023 New
$0
$12.5 Billion 0.47% of portfolio
84,647
Q4 2023 New
$0
$12.4 Billion 0.47% of portfolio
110,896
Q4 2023 New
$0
$12 Billion 0.45% of portfolio
222,019
Q4 2023 New
$0
$12 Billion 0.45% of portfolio
110,975
Q4 2023 New
$60.5B
$11.6 Billion 0.44% of portfolio
81,475
Q4 2023 New
$0
$11.6 Billion 0.44% of portfolio
128,986
Q4 2023 New
$71.5B
$11.7 Billion 0.44% of portfolio
107,060
Q4 2023 New
$0
$11.6 Billion 0.43% of portfolio
57,631
Q4 2023 New
$0
$11.1 Billion 0.42% of portfolio
147,662
Q4 2023 New
$0
$11 Billion 0.41% of portfolio
105,348
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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