Focus Financial Network, Inc. Portfolio Holdings

Focus Financial Network, Inc.

  • $2.45 Trillion
  • Q3 2024

Focus Financial Network, Inc. has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.45 Trillion distributed in 668 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $227B, Schwab Strategic Tr Us Large C with a value of $119B, Ishares Core S&P 500 ETF with a value of $113B, Apple Inc. with a value of $93.4B, and Schwab Strategic Tr Us Dividen with a value of $86.7B.

Examining the 13F form we can see an increase of $107B in the current position value, from $2.34T to 2.45T.

Focus Financial Network, Inc. is based out at Minneapolis, MN

Below you can find more details about Focus Financial Network, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.45 Trillion
Technology: $407 Billion
Consumer Cyclical: $84.6 Billion
Healthcare: $72.9 Billion
Financial Services: $72.9 Billion
Industrials: $59.9 Billion
Consumer Defensive: $37.9 Billion
Communication Services: $28.9 Billion
Utilities: $14 Billion
Other: $42.1 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$203B
$1.1 Billion 0.04% of portfolio
11,448
Q3 2024 Reduced 7.33%
$163B
$1.06 Billion 0.04% of portfolio
23,578
Q3 2024 Added 1.57%
$3.88B
$1.1 Billion 0.04% of portfolio
45,293
Q3 2024 Added 34.5%
$102B
$947 Million 0.04% of portfolio
12,132
Q3 2024 Added 1.8%
$44.3B
$853 Million 0.03% of portfolio
7,043
Q3 2024 Reduced 0.42%
$180B
$773 Million 0.03% of portfolio
4,547
Q3 2024 Added 0.82%
$55.4B
$639 Million 0.03% of portfolio
4,861
Q3 2024 Added 2.19%
$46.4B
$687 Million 0.03% of portfolio
10,238
Q3 2024 Added 3.56%
$21.2B
$617 Million 0.03% of portfolio
2,849
Q3 2024 Reduced 0.56%
$138B
$643 Million 0.03% of portfolio
7,605
Q3 2024 Reduced 5.1%
$88.4B
$679 Million 0.03% of portfolio
16,726
Q3 2024 Added 0.31%
$190B
$702 Million 0.03% of portfolio
167
Q3 2024 Reduced 2.34%
$121B
$814 Million 0.03% of portfolio
5,313
Q3 2024 Reduced 8.17%
$407B
$691 Million 0.03% of portfolio
1
Q4 2022 Added 100.0%
$153B
$658 Million 0.03% of portfolio
3,255
Q3 2024 Added 12.4%
$82.5B
$738 Million 0.03% of portfolio
3,172
Q3 2024 Added 50.12%
$76.4B
$634 Million 0.03% of portfolio
2,407
Q4 2022 Added 52.84%
$23.3B
$800 Million 0.03% of portfolio
1,868
Q4 2022 Reduced 38.1%
$0
$724 Million 0.03% of portfolio
52,430
Q3 2024 Added 3.83%
$27.7B
$765 Million 0.03% of portfolio
13,997
Q3 2024 Reduced 7.46%
$71.6B
$626 Million 0.03% of portfolio
2,275
Q4 2022 Added 29.25%
$188B
$796 Million 0.03% of portfolio
4,222
Q3 2024 Added 7.46%
$77.3B
$685 Million 0.03% of portfolio
2,442
Q3 2024 Added 3.43%
$57B
$772 Million 0.03% of portfolio
9,593
Q3 2024 Added 220.51%
$47.5B
$683 Million 0.03% of portfolio
844
Q3 2024 Reduced 9.44%
$91.2B
$620 Million 0.03% of portfolio
4,539
Q3 2024 Reduced 10.44%
$137B
$728 Million 0.03% of portfolio
2,197
Q3 2024 Added 22.81%
$224B
$801 Million 0.03% of portfolio
7,544
Q3 2024 Added 7.2%
$177B
$829 Million 0.03% of portfolio
4,012
Q3 2024 Reduced 5.51%
$1.1T
$716 Million 0.03% of portfolio
4,106
Q3 2024 Added 0.32%
$16.5B
$437 Million 0.02% of portfolio
3,108
Q3 2024 Reduced 22.26%
$482M
$468 Million 0.02% of portfolio
12,000
Q1 2024 New
$55B
$508 Million 0.02% of portfolio
2,043
Q3 2024 Added 0.05%
$40.5B
$427 Million 0.02% of portfolio
9,448
Q3 2024 Reduced 8.12%
$129B
$557 Million 0.02% of portfolio
5,294
Q3 2024 Reduced 37.39%
$158B
$445 Million 0.02% of portfolio
20,228
Q3 2024 Added 1.41%
$0
$481 Million 0.02% of portfolio
41,126
Q3 2024 New
$37.9B
$451 Million 0.02% of portfolio
3,804
Q3 2024 Reduced 7.92%
$50.8B
$437 Million 0.02% of portfolio
1,349
Q3 2024 Reduced 11.07%
$50.2B
$405 Million 0.02% of portfolio
1,656
Q4 2022 Reduced 13.04%
$99.1B
$604 Million 0.02% of portfolio
8,377
Q3 2024 Added 0.26%
$18.6B
$407 Million 0.02% of portfolio
4,946
Q4 2022 Added 127.66%
$89.2B
$558 Million 0.02% of portfolio
272
Q3 2024 Added 6.25%
$31.4B
$479 Million 0.02% of portfolio
4,044
Q3 2024 Added 99.41%
$112B
$473 Million 0.02% of portfolio
1,634
Q3 2024 Reduced 5.82%
$72.9B
$504 Million 0.02% of portfolio
4,856
Q3 2024 Reduced 8.39%
$1.82B
$421 Million 0.02% of portfolio
9,618
Q3 2024 Added 0.17%
$47.9B
$572 Million 0.02% of portfolio
2,996
Q3 2024 Added 0.4%
$143B
$381 Million 0.02% of portfolio
6,082
Q3 2024 Reduced 5.63%

Summary

  • Portfolio
  • No. of Stocks 668
  • Current Value $2.45 Trillion
  • Prior Value $2.34 Trillion
  • Filing
  • Period Q3 2024
  • Filing Date October 28, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 38 stocks
  • Additional Purchases 315 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 243 stocks
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