Focus Financial Network, Inc. Portfolio Holdings

Focus Financial Network, Inc.

  • $2.45 Trillion
  • Q1 2025

Focus Financial Network, Inc. has filed its 13F form on April 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.45 Trillion distributed in 684 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $206B, Schwab Strategic Tr Us Large C with a value of $115B, Ishares Core S&P 500 ETF with a value of $107B, Schwab Strategic Tr Us Dividen with a value of $91.2B, and Apple Inc. with a value of $86.1B.

Examining the 13F form we can see an decrease of $69.9B in the current position value, from $2.52T 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: $376 Billion
Consumer Cyclical: $86.5 Billion
Financial Services: $85 Billion
Healthcare: $61.5 Billion
Industrials: $53.1 Billion
Consumer Defensive: $34.7 Billion
Communication Services: $31 Billion
Energy: $14 Billion
Other: $40.8 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$473 Million 0.02% of portfolio
8,700
Q1 2025 Reduced 3.33%
$0
$609 Million 0.02% of portfolio
14,966
Q1 2025 New
$0
$374 Million 0.02% of portfolio
6,144
Q1 2025 Reduced 2.83%
$0
$402 Million 0.02% of portfolio
8,091
Q1 2025 Added 44.71%
$0
$402 Million 0.02% of portfolio
2,917
Q1 2025 New
$0
$550 Million 0.02% of portfolio
6,848
Q1 2025 Added 0.9%
$0
$534 Million 0.02% of portfolio
16,076
Q1 2025 New
$0
$375 Million 0.02% of portfolio
15,024
Q1 2024 New
$0
$547 Million 0.02% of portfolio
12,982
Q1 2025 Added 29.12%
$0
$490 Million 0.02% of portfolio
3,244
Q1 2025 Added 1.5%
$0
$585 Million 0.02% of portfolio
5,817
Q1 2025 Reduced 5.4%
$0
$594 Million 0.02% of portfolio
11,528
Q1 2025 Reduced 1.1%
$0
$470 Million 0.02% of portfolio
8,870
Q1 2025 Added 62.01%
$0
$573 Million 0.02% of portfolio
16,076
Q1 2025 Reduced 16.06%
$0
$544 Million 0.02% of portfolio
13,529
Q1 2025 Reduced 0.46%
$0
$422 Million 0.02% of portfolio
18,286
Q1 2025 Added 0.66%
$0
$447 Million 0.02% of portfolio
4,628
Q1 2025 Reduced 2.18%
$0
$417 Million 0.02% of portfolio
11,879
Q1 2025 Added 8.86%
$0
$438 Million 0.02% of portfolio
3,949
Q1 2025 New
$0
$406 Million 0.02% of portfolio
12,694
Q1 2025 Reduced 2.66%
$0
$593 Million 0.02% of portfolio
11,931
Q1 2025 Reduced 0.19%
$0
$482 Million 0.02% of portfolio
9,056
Q1 2025 Reduced 22.7%
$0
$456 Million 0.02% of portfolio
8,929
Q1 2025 Added 23.86%
$0
$487 Million 0.02% of portfolio
9,582
Q1 2025 New
$0
$525 Million 0.02% of portfolio
17,031
Q1 2025 Reduced 19.11%
$0
$448 Million 0.02% of portfolio
9,149
Q1 2025 Added 2.2%
$0
$491 Million 0.02% of portfolio
10,315
Q1 2025 Reduced 20.78%
$0
$568 Million 0.02% of portfolio
6,519
Q1 2025 Reduced 7.44%
$0
$472 Million 0.02% of portfolio
34,601
Q1 2025 Reduced 5.87%
$0
$370 Million 0.02% of portfolio
7,588
Q1 2025 Reduced 18.56%
$0
$507 Million 0.02% of portfolio
15,269
Q1 2025 Added 5.55%
$0
$554 Million 0.02% of portfolio
4,990
Q1 2025 Reduced 11.05%
$0
$375 Million 0.02% of portfolio
6,316
Q1 2025 Reduced 6.71%
$0
$551 Million 0.02% of portfolio
15,685
Q1 2025 Reduced 0.96%
$0
$386 Million 0.02% of portfolio
3,313
Q4 2024 Reduced 14.44%
$0
$538 Million 0.02% of portfolio
10,389
Q1 2025 Added 18.65%
$0
$404 Million 0.02% of portfolio
6,314
Q4 2024 Added 1.41%
$0
$379 Million 0.02% of portfolio
4,903
Q1 2025 Reduced 10.12%
$0
$203 Million 0.01% of portfolio
2,366
Q1 2025 New
$0
$290 Million 0.01% of portfolio
9,135
Q1 2025 Added 39.85%
$0
$223 Million 0.01% of portfolio
5,983
Q4 2024 New
$0
$298 Million 0.01% of portfolio
3,647
Q1 2025 Reduced 1.99%
$0
$329 Million 0.01% of portfolio
4,544
Q1 2025 Added 0.33%
$0
$343 Million 0.01% of portfolio
8,971
Q1 2025 Reduced 0.06%
$0
$290 Million 0.01% of portfolio
7,834
Q1 2025 Added 0.33%
$0
$223 Million 0.01% of portfolio
2,807
Q3 2022 Sold Out
$0
$225 Million 0.01% of portfolio
4,345
Q1 2025 Added 0.32%
$1.51B
$343 Million 0.01% of portfolio
10,550
Q1 2025 Reduced 8.76%
$0
$343 Million 0.01% of portfolio
1,566
Q1 2025 Reduced 3.93%

Summary

  • Portfolio
  • No. of Stocks 684
  • Current Value $2.45 Trillion
  • Prior Value $2.52 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date April 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 48 stocks
  • Additional Purchases 327 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 271 stocks
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