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
BA
Boeing CO

Industrials
41.5K
New
$177.73 - $264.27 $7.38M - $11M
41.5K $10.8B
TLT
Ishares Barclays 20+ Year Trea

ETFs
109K
New
$82.77 - $100.51 $9.05M - $11M
109K $10.8B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
140K
New
$74.64 - $77.03 $10.5M - $10.8M
140K $10.8B
CVX
Chevron Corp

Energy
69.6K
New
$141.77 - $169.1 $9.86M - $11.8M
69.6K $10.4B
JPIE
J P Morgan Exchange Traded Fd
221K
New
$43.78 - $45.84 $9.65M - $10.1M
221K $10.1B
SCHA
Schwab Strategic Tr Us Small C

ETFs
214K
New
$38.13 - $48.02 $8.15M - $10.3M
214K $10.1B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
246K
New
$37.74 - $41.31 $9.27M - $10.1M
246K $10.1B
BND
Vanguard Bd Index Fd Inc Total

ETFs
137K
New
$68.04 - $73.9 $9.34M - $10.1M
137K $10.1B
NOW
Service Now, Inc.

Technology
14.1K
New
$530.17 - $716.48 $7.47M - $10.1M
14.1K $9.95B
VTI
Vanguard Total Stock Market Et

ETFs
41.4K
New
$203.12 - $238.25 $8.4M - $9.85M
41.4K $9.81B
MDT
Medtronic PLC

Healthcare
114K
New
$69.43 - $83.43 $7.93M - $9.53M
114K $9.49B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
114K
New
$66.67 - $84.55 $7.57M - $9.6M
114K $9.46B
TSLA
Tesla, Inc.

Consumer Cyclical
37.6K
New
$197.36 - $263.62 $7.42M - $9.91M
37.6K $9.34B
XEL
Xcel Energy Inc

Utilities
146K
New
$55.03 - $63.33 $8.04M - $9.25M
146K $9.12B
VHT
Vanguard Health Care ETF

ETFs
35.5K
New
$223.1 - $251.09 $7.92M - $8.91M
35.5K $8.9B
CAT
Caterpillar Inc

Industrials
29.7K
New
$226.05 - $298.12 $6.71M - $8.85M
29.7K $8.77B
VNLA
Janus Henderson Short Duration

ETFs
174K
New
$47.77 - $48.44 $8.29M - $8.41M
174K $8.39B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
101K
New
$80.62 - $82.04 $8.14M - $8.28M
101K $8.28B
ABT
Abbott Laboratories

Healthcare
74.9K
New
$90.19 - $110.4 $6.76M - $8.27M
74.9K $8.25B
VEA
Vanguard Ftse Developed Market

ETFs
171K
New
$41.58 - $47.99 $7.1M - $8.2M
171K $8.18B
META
Meta Platforms, Inc.

Communication Services
23.1K
New
$288.35 - $358.32 $6.65M - $8.27M
23.1K $8.17B
MCD
Mcdonalds Corp

Consumer Cyclical
26.5K
New
$246.19 - $296.51 $6.53M - $7.87M
26.5K $7.87B
GOOG
Alphabet Inc.

Communication Services
54.5K
New
$123.4 - $142.82 $6.72M - $7.78M
54.5K $7.68B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
96.8K
New
$70.56 - $78.63 $6.83M - $7.61M
96.8K $7.55B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
204K
New
$32.37 - $37.01 $6.6M - $7.54M
204K $7.53B
ECL
Ecolab Inc.

Basic Materials
37.5K
New
$157.44 - $199.39 $5.9M - $7.47M
37.5K $7.45B
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
274K
New
$23.83 - $27.04 $6.53M - $7.41M
274K $7.41B
SCHO
Schwab Short Term Us Treasury

ETFs
152K
New
$47.66 - $48.45 $7.26M - $7.38M
152K $7.38B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
158K
New
$43.09 - $46.83 $6.79M - $7.38M
158K $7.35B
IVE
Ishares S&P 500 Value ETF

ETFs
42.1K
New
$147.64 - $174.21 $6.22M - $7.34M
42.1K $7.32B
PEP
Pepsico Inc

Consumer Defensive
42.7K
New
$158.08 - $172.01 $6.75M - $7.34M
42.7K $7.3B
MUB
Ishares National Muni Bond ETF

ETFs
66K
New
$100.97 - $108.77 $6.66M - $7.18M
66K $7.16B
EFV
Msci Eafe Value ETF

ETFs
137K
New
$46.57 - $52.25 $6.39M - $7.17M
137K $7.15B
XLE
Energy Sector Spdr

ETFs
84.4K
New
$81.2 - $91.96 $6.86M - $7.77M
84.4K $7.08B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
152K
New
$42.6 - $46.25 $6.46M - $7.02M
152K $6.99B
IYW
Ishares Dj Us Tech ETF

ETFs
53.8K
New
$101.31 - $123.31 $5.45M - $6.63M
53.8K $6.6B
IWS
Ishares Russell Midcap Value E

ETFs
56.1K
New
$97.63 - $117.08 $5.47M - $6.57M
56.1K $6.52B
RSP
Invesco S&P 500 Equal Weight E

ETFs
41.3K
New
$133.66 - $158.41 $5.52M - $6.54M
41.3K $6.51B
GGG
Graco Inc

Industrials
73.9K
New
$69.8 - $86.94 $5.16M - $6.43M
73.9K $6.41B
USFR
Wisdomtree Floating Rate Treas

ETFs
127K
New
$50.21 - $50.49 $6.38M - $6.42M
127K $6.38B
BAC
Bank Of America Corp

Financial Services
188K
New
$25.17 - $33.94 $4.74M - $6.39M
188K $6.34B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
58.2K
New
$93.11 - $109.52 $5.42M - $6.37M
58.2K $6.3B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
164K
New
$30.96 - $38.59 $5.09M - $6.34M
164K $6.25B
XOM
Exxon Mobil Corp

Energy
62.4K
New
$98.05 - $115.83 $6.12M - $7.23M
62.4K $6.24B
WFC
Wells Fargo & Company

Financial Services
127K
New
$38.67 - $50.51 $4.89M - $6.39M
127K $6.23B
VUSB
Vanguard Bd Index Fds
126K
New
N/A
126K $6.21B
PG
Procter & Gamble CO

Consumer Defensive
41.7K
New
$143.0 - $153.52 $5.96M - $6.4M
41.7K $6.1B
CSCO
Cisco Systems, Inc.

Technology
121K
New
$47.7 - $54.39 $5.75M - $6.56M
121K $6.09B
XLY
Select Sector Spdr Consumer Di

ETFs
33.7K
New
$148.04 - $181.41 $4.99M - $6.11M
33.7K $6.02B
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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