Focus Financial Network, Inc. Incresed Positions in Q1 2025

Focus Financial Network, Inc.

  • $2.45 Trillion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
75.3K
+ 13.25%
$95.85 - $99.25 $7.22M - $7.48M
644K $63.7B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
202K
+ 119.29%
$32.49 - $37.99 $6.57M - $7.68M
372K $12.5B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.47K
+ 2.42%
$442.66 - $534.52 $652K - $787K
62.4K $33.2B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
78.7K
+ 2.47%
$27.01 - $28.54 $2.13M - $2.25M
3.26M $91.2B
IEF
Ishares Barclays

ETFs
35.1K
+ 12.58%
$91.17 - $95.39 $3.2M - $3.35M
315K $30B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
57.9K
+ 31.48%
$41.61 - $44.72 $2.41M - $2.59M
242K $10.5B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
22.9K
+ 5.44%
$58.01 - $64.46 $1.33M - $1.47M
444K $27.5B
QUAL
Ishares Msci Usa Quality Facto

ETFs
19.3K
+ 22.12%
$168.16 - $186.21 $3.25M - $3.6M
107K $18.2B
FNDF
Schwab Fundamental Intl Large

ETFs
17.5K
+ 2.99%
$32.9 - $37.45 $575K - $655K
603K $21.8B
IVE
Ishares S&P 500 Value ETF

ETFs
11.4K
+ 24.4%
$185.78 - $198.58 $2.11M - $2.26M
58K $11B
XLG
Invesco Exchange Traded Fd Tr

ETFs
44.4K
+ 310.57%
$45.72 - $51.73 $2.03M - $2.29M
58.6K $2.7B
GLD
Spdr Gold Trust

ETFs
1.94K
+ 7.01%
$243.19 - $288.14 $471K - $558K
29.6K $8.52B
SGOL
Abrdn Gold ETF Trust

ETFs
11.1K
+ 3.72%
$25.14 - $29.82 $279K - $331K
310K $9.25B
IEFA
Ishares Tr

ETFs
21.1K
+ 344.96%
$69.57 - $78.65 $1.47M - $1.66M
27.2K $2.06B
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
65.8K
+ 510.1%
$23.55 - $23.74 $1.55M - $1.56M
78.7K $1.86B
EFA
Ishares Tr Msci Eafe ETF

ETFs
15.3K
+ 111.61%
$74.85 - $84.89 $1.14M - $1.3M
29K $2.37B
GLDM
World Gold Trust

ETFs
16.5K
+ 94.11%
$52.19 - $61.89 $860K - $1.02M
34K $2.1B
IEMG
Ishares Inc

ETFs
20K
+ 51.83%
N/A
58.6K $3.16B
BALT
Innovator Etfs Tr
34.9K
+ 139.51%
$31.31 - $31.89 $1.09M - $1.11M
59.9K $1.88B
IWP
Ishares Russell Mid Cap Growth

ETFs
9.18K
+ 306.58%
$114.9 - $139.6 $1.06M - $1.28M
12.2K $1.43B
IYG
Ishares Tr

ETFs
13.1K
+ 75.02%
$74.6 - $84.81 $976K - $1.11M
30.5K $2.4B
IWD
Ishares Russell 1000 Val ETF

ETFs
5.35K
+ 83.47%
$182.82 - $196.21 $979K - $1.05M
11.8K $2.21B
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
6.09K
+ 57.47%
$111.19 - $129.47 $677K - $788K
16.7K $2.16B
KRE
Spdr S&P Regional Banking ETF

ETFs
18.2K
+ 127.72%
$55.11 - $65.5 $1M - $1.19M
32.5K $1.85B
BSMR
Invesco Bulletshares 2027 Muni

ETFs
40.7K
+ 401.73%
$23.49 - $23.77 $957K - $968K
50.9K $1.2B
SCHP
Schwab Strategic Us Tips ETF

ETFs
24.7K
+ 9.37%
$25.69 - $26.78 $634K - $661K
288K $7.74B
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
9.66K
+ 2.98%
$47.59 - $50.79 $460K - $490K
334K $16.7B
NMS
Nuveen Minnesota Quality Municipal Income Fund

Financial Services
74K
+ 148.68%
$12.0 - $12.5 $888K - $925K
124K $1.49B
IAU
Ishares Gold Trust

ETFs
9.41K
+ 31.82%
$49.74 - $58.96 $468K - $555K
39K $2.3B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.5K
+ 3.7%
$42.5 - $46.71 $446K - $490K
294K $13.3B
XLE
Energy Sector Spdr

ETFs
2.79K
+ 4.05%
$85.7 - $93.96 $239K - $262K
71.7K $6.7B
XLF
Financial Sector Spdr

ETFs
12.8K
+ 13.24%
$47.32 - $52.19 $607K - $669K
110K $5.46B
ABT
Abbott Laboratories

Healthcare
110
+ 0.3%
$111.1 - $140.22 $12.2K - $15.4K
36.4K $4.83B
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
11.9K
+ 80.65%
$48.65 - $53.06 $579K - $632K
26.7K $1.38B
RDVY
First Trust Rising Dividend Ac

ETFs
12.3K
+ 13.11%
$57.22 - $63.39 $706K - $782K
106K $6.23B
IQLT
Ishares Msci Intl Quality Fact

ETFs
3.5K
+ 1.88%
$36.91 - $41.03 $129K - $143K
189K $7.52B
V
Visa Inc.

Financial Services
303
+ 2.13%
$306.92 - $362.71 $93K - $110K
14.5K $5.09B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.39K
+ 4.48%
$44.72 - $46.25 $375K - $388K
196K $9.03B
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
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
BABA
Alibaba Group Holding LTD

Consumer Cyclical
254
+ 2.96%
$80.53 - $147.57 $20.5K - $37.5K
8.83K $1.17B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.77K
+ 6.61%
$551.42 - $612.93 $1.53M - $1.7M
44.6K $25B
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
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