Focus Financial Network, Inc. Purchases in Q1 2025

Focus Financial Network, Inc.

  • $2.45 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.44K
+ 0.37%
$18.36 - $20.51 $26.4K - $29.5K
391K $7.72B
LVHI
Franklin International Low Vol

ETFs
9.54K
+ 8.89%
$30.53 - $32.85 $291K - $313K
117K $3.78B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
14.3K
+ 3.77%
$22.46 - $23.26 $321K - $332K
394K $9.12B
GTO
Invesco Actively Managed ETF T

ETFs
6.43K
+ 1.75%
$45.9 - $47.37 $295K - $304K
374K $17.6B
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
7.89K
+ 18.64%
$53.35 - $58.68 $421K - $463K
50.2K $2.82B
NEAR
Blackrock Short Maturity Bond

ETFs
9.58K
New
$50.4 - $50.89 $483K - $488K
9.58K $487M
XOM
Exxon Mobil Corp

Energy
923
+ 2.97%
$105.44 - $118.93 $97.3K - $110K
32K $3.81B
CMCSA
Comcast Corp

Communication Services
12.6K
+ 132.84%
$33.19 - $38.23 $419K - $483K
22.1K $816M
VZ
Verizon Communications Inc

Communication Services
7.27K
+ 31.66%
$37.81 - $46.49 $275K - $338K
30.2K $1.37B
MDT
Medtronic PLC

Healthcare
1.18K
+ 3.38%
$79.84 - $94.5 $93.9K - $111K
35.9K $3.23B
IWC
Russell Micro Cap ETF

ETFs
3.95K
New
$110.91 - $133.46 $438K - $527K
3.95K $438M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.77K
+ 6.61%
$551.42 - $612.93 $1.53M - $1.7M
44.6K $25B
Aim ETF Products Trust
14.6K
+ 73.52%
N/A
34.4K $1.03B
EMLP
First Tr Exchange Traded Iv

ETFs
7.05K
+ 8.07%
$35.79 - $38.28 $252K - $270K
94.4K $3.54B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
9.16K
New
$34.58 - $45.97 $317K - $421K
9.16K $421M
VTV
Vanguard Value ETF

ETFs
1.55K
+ 3.55%
$167.73 - $179.21 $259K - $277K
45.1K $7.79B
COST
Costco Wholesale Corp

Consumer Defensive
74
+ 0.65%
$890.62 - $1076.86 $65.9K - $79.7K
11.5K $10.8B
IAK
Ishares Tr

ETFs
2.92K
New
$121.85 - $137.9 $355K - $402K
2.92K $402M
XLC
Select Sector Spdr Tr Communic

ETFs
3.88K
+ 43.87%
$94.84 - $105.31 $368K - $409K
12.7K $1.23B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
7.67K
+ 28.12%
$51.3 - $56.76 $394K - $435K
35K $1.85B
MCD
Mcdonalds Corp

Consumer Cyclical
200
+ 1.49%
$279.74 - $321.29 $55.9K - $64.3K
13.6K $4.25B
VTI
Vanguard Total Stock Market Et

ETFs
2.9K
+ 9.92%
$271.18 - $303.12 $786K - $879K
32.1K $8.83B
ECL
Ecolab Inc.

Basic Materials
12
+ 0.07%
$229.72 - $269.82 $2.76K - $3.24K
18.4K $4.67B
IVW
Ishares S&P 500 Growth ETF

ETFs
19.6K
+ 11.59%
$92.45 - $106.69 $1.81M - $2.09M
189K $17.5B
EPR
Epr Properties

Real Estate
3.03K
+ 14.42%
$43.98 - $53.81 $133K - $163K
24.1K $1.27B
META
Meta Platforms, Inc.

Communication Services
739
+ 6.57%
$576.36 - $736.67 $426K - $544K
12K $6.91B
AMCR
Amcor PLC

Consumer Cyclical
32.9K
New
$9.33 - $10.39 $307K - $342K
32.9K $319M
MUB
Ishares National Muni Bond ETF

ETFs
3.85K
+ 4.89%
$104.71 - $107.69 $403K - $415K
82.7K $8.72B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.17K
+ 11.61%
$50.48 - $51.04 $312K - $315K
59.3K $3.01B
VGLT
Vanguard Long Term Treasury Et

ETFs
2.63K
+ 3.69%
$53.99 - $58.43 $142K - $154K
73.8K $4.25B
OEF
Ishares S&P 100 ETF

ETFs
1.19K
+ 99.92%
N/A
2.39K $646M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
2.91K
New
$100.56 - $108.28 $293K - $315K
2.91K $300M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
6.01K
+ 47.31%
$45.92 - $47.58 $276K - $286K
18.7K $888M
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
8.24K
+ 73.01%
$36.19 - $37.18 $298K - $307K
19.5K $710M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.32K
+ 17.79%
$113.59 - $123.29 $264K - $287K
15.4K $1.79B
PFG
Principal Financial Group Inc

Financial Services
3.26K
New
$76.34 - $89.04 $249K - $290K
3.26K $275M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
505
+ 1.11%
$87.68 - $94.52 $44.3K - $47.7K
46K $4.31B
Innovator Etfs Trust
6.3K
+ 45.67%
N/A
20.1K $932M
TMUS
T Mobile Us, Inc.

Communication Services
982
New
$211.3 - $272.83 $207K - $268K
982 $262M
CVS
Cvs Health Corp

Healthcare
117
+ 1.07%
$44.22 - $68.64 $5.17K - $8.03K
11.1K $751M
Global X Fds
5.52K
New
N/A
5.52K $257M
Aim ETF Products Trust
8.23K
New
N/A
8.23K $255M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
2.56K
New
$99.16 - $99.52 $254K - $255K
2.56K $255M
Aim ETF Products Trust
10.5K
New
N/A
10.5K $252M
JPM
Jpmorgan Chase & CO

Financial Services
234
+ 0.67%
$225.19 - $279.95 $52.7K - $65.5K
35K $8.58B
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
6.56K
+ 12.24%
$43.63 - $46.01 $286K - $302K
60.1K $2.65B
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
594
+ 3.02%
$110.12 - $124.59 $65.4K - $74K
20.2K $2.52B
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.2K
New
$43.79 - $57.46 $184K - $242K
4.2K $240M
MGV
Vanguard Mega Cap Value

ETFs
1.84K
New
$123.61 - $133.01 $227K - $244K
1.84K $237M
Activity Summary
Buys All Purchases 375 New Holdings 48 Increased Positions 327 Sells All Sells 271 Reductions 271 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Focus Financial Network, Inc. Portfolio

Follow Focus Financial Network, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Focus Financial Network, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Focus Financial Network, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email