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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$431M
$468 Million 0.02% of portfolio
12,000
Q1 2024 New
$1.74B
$421 Million 0.02% of portfolio
9,618
Q3 2024 Added 0.17%
$1.13B
$158 Million 0.01% of portfolio
16,110
Q3 2024 Reduced 15.77%
$1.69B
$311 Million 0.01% of portfolio
5,405
Q3 2024 Added 9.35%
$1.07B
$76.2 Million 0.0% of portfolio
13,699
Q1 2022 New
$1.38B
$120 Million 0.0% of portfolio
25,768
Q3 2024 New
$829M
$110 Million 0.0% of portfolio
17,202
Q2 2020 Sold Out

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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