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
$75.3B
$590 Million 0.02% of portfolio
512
Q3 2024 Added 1.19%
$40.6B
$400 Million 0.02% of portfolio
1,000
Q2 2023 Sold Out
$11.4B
$508 Million 0.02% of portfolio
8,047
Q3 2024 Added 18.06%
$142B
$478 Million 0.02% of portfolio
1,886
Q3 2024 Added 0.05%
$207B
$413 Million 0.02% of portfolio
5,295
Q3 2024 Added 9.09%
$32.5B
$504 Million 0.02% of portfolio
1,876
Q3 2024 Added 0.05%
$94.3B
$418 Million 0.02% of portfolio
5,876
Q3 2024 Added 0.89%
$35.4B
$467 Million 0.02% of portfolio
1,217
Q3 2024 Reduced 8.08%
$78.3B
$566 Million 0.02% of portfolio
538
Q3 2024 Added 7.39%
$111B
$406 Million 0.02% of portfolio
1,763
Q3 2024 Reduced 10.64%
$29.4B
$389 Million 0.02% of portfolio
4,046
Q3 2024 Added 1.25%
$56.4B
$578 Million 0.02% of portfolio
1,230
Q4 2022 Reduced 10.81%
$32.4B
$559 Million 0.02% of portfolio
8,820
Q3 2024 Reduced 0.45%
$66.2B
$600 Million 0.02% of portfolio
2,490
Q3 2024 Reduced 2.01%
$22.1B
$543 Million 0.02% of portfolio
2,802
Q3 2024 Added 0.5%
$25B
$415 Million 0.02% of portfolio
3,959
Q3 2024 Added 4.16%
$9.61B
$474 Million 0.02% of portfolio
3,013
Q2 2024 New
$85.4B
$554 Million 0.02% of portfolio
1,600
Q3 2024 Added 31.47%
$8.42B
$421 Million 0.02% of portfolio
6,593
Q4 2022 Reduced 5.11%
$81.6B
$411 Million 0.02% of portfolio
651
Q3 2024 Added 8.86%
$0
$450 Million 0.02% of portfolio
12,688
Q3 2024 Added 2.96%
$188B
$588 Million 0.02% of portfolio
4,788
Q4 2022 Reduced 5.45%
$46.5B
$466 Million 0.02% of portfolio
4,547
Q3 2024 Reduced 7.19%
$0
$422 Million 0.02% of portfolio
20,696
Q3 2024 Reduced 25.58%
-
$481 Million 0.02% of portfolio
-
Q3 2024 Reduced 23.54%
$19.1B
$424 Million 0.02% of portfolio
8,683
Q2 2024 Reduced 2.53%
$37.8B
$388 Million 0.02% of portfolio
4,968
Q3 2024 Reduced 1.51%
$5.92B
$594 Million 0.02% of portfolio
28,469
Q3 2024 Added 17.55%
$53.9B
$416 Million 0.02% of portfolio
3,793
Q3 2024 Added 2.26%
$41.4B
$465 Million 0.02% of portfolio
6,517
Q3 2024 Reduced 0.9%
$15B
$524 Million 0.02% of portfolio
4,654
Q4 2022 New
$13.1B
$562 Million 0.02% of portfolio
14,388
Q3 2024 Added 0.09%
$153B
$479 Million 0.02% of portfolio
1,769
Q3 2024 Added 0.06%
$60.2B
$403 Million 0.02% of portfolio
25,098
Q3 2024 Added 0.89%
$0
$446 Million 0.02% of portfolio
21,831
Q3 2024 Reduced 6.79%
$43B
$468 Million 0.02% of portfolio
3,264
Q4 2022 Added 30.36%
$71.4B
$408 Million 0.02% of portfolio
3,733
Q3 2024 Added 3.55%
$87.6B
$589 Million 0.02% of portfolio
2,370
Q3 2024 Added 0.04%
$0
$576 Million 0.02% of portfolio
36,550
Q3 2024 Added 4.59%
$59.8B
$236 Million 0.01% of portfolio
2,504
Q3 2024 Reduced 25.25%
$2.11B
$283 Million 0.01% of portfolio
6,010
Q3 2024 Added 400.0%
$8.17B
$209 Million 0.01% of portfolio
2,398
Q3 2024 Added 1.44%
$32.7B
$314 Million 0.01% of portfolio
3,154
Q3 2024 New
$28.2B
$210 Million 0.01% of portfolio
6,223
Q3 2024 New
$3.26B
$326 Million 0.01% of portfolio
5,154
Q3 2024 Reduced 9.39%
$47.8B
$280 Million 0.01% of portfolio
2,072
Q3 2024 Added 0.1%
$38.9B
$219 Million 0.01% of portfolio
18,755
Q3 2024 Added 44.6%
$72.5B
$212 Million 0.01% of portfolio
1,829
Q3 2024 Reduced 10.17%
$16B
$222 Million 0.01% of portfolio
26,398
Q3 2024 Added 0.74%

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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