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
$87.1B
$10.8 Billion 0.41% of portfolio
41,503
Q4 2023 New
$0
$10.8 Billion 0.41% of portfolio
140,047
Q4 2023 New
$0
$10.8 Billion 0.41% of portfolio
109,346
Q4 2023 New
$316B
$10.4 Billion 0.39% of portfolio
69,572
Q4 2023 New
$0
$10.1 Billion 0.38% of portfolio
213,841
Q4 2023 New
$0
$10.1 Billion 0.38% of portfolio
220,501
Q4 2023 New
$0
$10.1 Billion 0.38% of portfolio
137,204
Q4 2023 New
$0
$10.1 Billion 0.38% of portfolio
245,564
Q4 2023 New
$207B
$9.95 Billion 0.37% of portfolio
14,086
Q4 2023 New
$0
$9.81 Billion 0.37% of portfolio
41,355
Q4 2023 New
$297B
$9.76 Billion 0.37% of portfolio
62,996
Q4 2023 New
$0
$9.46 Billion 0.36% of portfolio
113,500
Q4 2023 New
$112B
$9.49 Billion 0.36% of portfolio
114,208
Q4 2023 New
$1.08T
$9.34 Billion 0.35% of portfolio
37,582
Q4 2023 New
$38.3B
$9.12 Billion 0.34% of portfolio
146,088
Q4 2023 New
$201B
$8.77 Billion 0.33% of portfolio
29,676
Q4 2023 New
$0
$8.39 Billion 0.32% of portfolio
173,626
Q4 2023 New
$0
$8.28 Billion 0.31% of portfolio
100,934
Q4 2023 New
$1.26T
$8.17 Billion 0.31% of portfolio
23,075
Q4 2023 New
$203B
$8.25 Billion 0.31% of portfolio
74,926
Q4 2023 New
$0
$8.18 Billion 0.31% of portfolio
170,870
Q4 2023 New
$214B
$7.87 Billion 0.3% of portfolio
26,534
Q4 2023 New
$1.08T
$7.68 Billion 0.29% of portfolio
54,466
Q4 2023 New
$0
$7.32 Billion 0.28% of portfolio
42,109
Q4 2023 New
$0
$7.35 Billion 0.28% of portfolio
157,655
Q4 2023 New
$0
$7.38 Billion 0.28% of portfolio
152,294
Q4 2023 New
$0
$7.53 Billion 0.28% of portfolio
203,804
Q4 2023 New
$0
$7.55 Billion 0.28% of portfolio
96,757
Q4 2023 New
$0
$7.41 Billion 0.28% of portfolio
273,975
Q4 2023 New
$68.9B
$7.45 Billion 0.28% of portfolio
37,454
Q4 2023 New
$0
$7.15 Billion 0.27% of portfolio
137,208
Q4 2023 New
$219B
$7.3 Billion 0.27% of portfolio
42,673
Q4 2023 New
$0
$7.16 Billion 0.27% of portfolio
66,009
Q4 2023 New
$0
$7.08 Billion 0.27% of portfolio
84,446
Q4 2023 New
$0
$6.99 Billion 0.26% of portfolio
151,719
Q4 2023 New
$0
$6.6 Billion 0.25% of portfolio
53,752
Q4 2023 New
$0
$6.52 Billion 0.25% of portfolio
56,076
Q4 2023 New
$0
$6.51 Billion 0.24% of portfolio
41,275
Q4 2023 New
$0
$6.3 Billion 0.24% of portfolio
58,193
Q4 2023 New
$14.9B
$6.41 Billion 0.24% of portfolio
73,906
Q4 2023 New
$370B
$6.34 Billion 0.24% of portfolio
188,176
Q4 2023 New
$0
$6.38 Billion 0.24% of portfolio
127,064
Q4 2023 New
$405B
$6.1 Billion 0.23% of portfolio
41,656
Q4 2023 New
$0
$6.25 Billion 0.23% of portfolio
164,307
Q4 2023 New
$236B
$6.09 Billion 0.23% of portfolio
120,556
Q4 2023 New
$501B
$6.24 Billion 0.23% of portfolio
62,385
Q4 2023 New
$0
$6.02 Billion 0.23% of portfolio
33,679
Q4 2023 New
-
$6.21 Billion 0.23% of portfolio
-
Q4 2023 New
$0
$6 Billion 0.23% of portfolio
159,748
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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