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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$128 Billion 4.81% of portfolio
664,314
Q4 2023 New
$354B
$82.9 Billion 3.11% of portfolio
167,355
Q4 2023 New
$2.01T
$64 Billion 2.4% of portfolio
420,931
Q4 2023 New
$3.11T
$53 Billion 1.99% of portfolio
140,964
Q4 2023 New
$553B
$41.5 Billion 1.56% of portfolio
78,830
Q4 2023 New
$729B
$25.7 Billion 0.97% of portfolio
150,980
Q4 2023 New
$984B
$25 Billion 0.94% of portfolio
179,068
Q4 2023 New
$620B
$23 Billion 0.86% of portfolio
64,372
Q4 2023 New
$127B
$20.1 Billion 0.76% of portfolio
258,484
Q4 2023 New
$711B
$17.3 Billion 0.65% of portfolio
29,655
Q4 2023 New
$154B
$15.4 Billion 0.58% of portfolio
73,641
Q4 2023 New
$406B
$14.2 Billion 0.53% of portfolio
90,428
Q4 2023 New
$507B
$13.9 Billion 0.52% of portfolio
53,296
Q4 2023 New
$430B
$12.8 Billion 0.48% of portfolio
36,978
Q4 2023 New
$427B
$12.8 Billion 0.48% of portfolio
18,912
Q4 2023 New
$57.5B
$11.6 Billion 0.44% of portfolio
81,475
Q4 2023 New
$89B
$10.8 Billion 0.41% of portfolio
41,503
Q4 2023 New
$318B
$10.4 Billion 0.39% of portfolio
69,572
Q4 2023 New
$214B
$9.95 Billion 0.37% of portfolio
14,086
Q4 2023 New
$313B
$9.76 Billion 0.37% of portfolio
62,996
Q4 2023 New
$115B
$9.49 Billion 0.36% of portfolio
114,208
Q4 2023 New
$1.11T
$9.34 Billion 0.35% of portfolio
37,582
Q4 2023 New
$39B
$9.12 Billion 0.34% of portfolio
146,088
Q4 2023 New
$210B
$8.77 Billion 0.33% of portfolio
29,676
Q4 2023 New
$1.26T
$8.17 Billion 0.31% of portfolio
23,075
Q4 2023 New
$206B
$8.25 Billion 0.31% of portfolio
74,926
Q4 2023 New
$214B
$7.87 Billion 0.3% of portfolio
26,534
Q4 2023 New
$1.01T
$7.68 Billion 0.29% of portfolio
54,466
Q4 2023 New
$69.9B
$7.45 Billion 0.28% of portfolio
37,454
Q4 2023 New
$223B
$7.3 Billion 0.27% of portfolio
42,673
Q4 2023 New
$15.3B
$6.41 Billion 0.24% of portfolio
73,906
Q4 2023 New
$377B
$6.34 Billion 0.24% of portfolio
188,176
Q4 2023 New
$418B
$6.1 Billion 0.23% of portfolio
41,656
Q4 2023 New
$240B
$6.09 Billion 0.23% of portfolio
120,556
Q4 2023 New
$508B
$6.24 Billion 0.23% of portfolio
62,385
Q4 2023 New
-
$6.21 Billion 0.23% of portfolio
-
Q4 2023 New
$288B
$6.23 Billion 0.23% of portfolio
126,523
Q4 2023 New
$142B
$5.31 Billion 0.2% of portfolio
11,725
Q4 2023 New
$78B
$5.44 Billion 0.2% of portfolio
124,290
Q4 2023 New
$92.1B
$4.99 Billion 0.19% of portfolio
27,877
Q4 2023 New
$38.6B
$5.08 Billion 0.19% of portfolio
77,930
Q4 2023 New
$497B
$4.9 Billion 0.18% of portfolio
11,477
Q4 2023 New
$226B
$4.59 Billion 0.17% of portfolio
13,091
Q4 2023 New
$17.6B
$4.44 Billion 0.17% of portfolio
61,016
Q4 2023 New
$98.4B
$4.3 Billion 0.16% of portfolio
27,339
Q4 2023 New
$40.6B
$4.37 Billion 0.16% of portfolio
108,634
Q4 2023 New
$1.18B
$4.14 Billion 0.16% of portfolio
324,625
Q4 2023 New
$200B
$3.88 Billion 0.15% of portfolio
23,706
Q4 2023 New
$0
$3.79 Billion 0.14% of portfolio
189,191
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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