Focus Financial Network, Inc. Portfolio Holdings by Sector

Focus Financial Network, Inc.

$2.52 Trillion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA AVGO AMD QCOM TSM TXN MRVL MU 10 stocks	$258 Million 10.56% of portfolio	6	4	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$98.8 Million 4.04% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN BABA MELI GLBE PDD 5 stocks	$72.5 Million 2.96% of portfolio	4	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW SPSC ORCL ADBE CRWD SQ PLTR 9 stocks	$42.9 Million 1.75% of portfolio	4	5	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW SHOP ADSK INTU CRM SOUN COIN TTD 11 stocks	$28.4 Million 1.16% of portfolio	8	3	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$28.3 Million 1.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG TWLO SPOT 5 stocks	$27.2 Million 1.11% of portfolio	3	2	2	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CVS CI 3 stocks	$23.6 Million 0.96% of portfolio	1	2	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ ABBV MRK AMGN PFE BIIB AZN 10 stocks	$20 Million 0.82% of portfolio	2	8	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST TGT WMT 3 stocks	$19.2 Million 0.78% of portfolio	2	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC BAC C 4 stocks	$15.4 Million 0.63% of portfolio	3	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials PNR GGG DCI GE EMR ITW ROK ETN 12 stocks	$15.2 Million 0.62% of portfolio	8	3	-	-	0 Calls 0 Puts
Asset Management \| Financial Services ARCC MAIN PDI BX ETV AMP NMZ GOF 19 stocks	$13.8 Million 0.57% of portfolio	16	2	1	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM HON 2 stocks	$12 Million 0.49% of portfolio	1	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities XEL SO DUK NEE WEC AEP ETR 7 stocks	$11.9 Million 0.49% of portfolio	6	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F GM 3 stocks	$9.8 Million 0.4% of portfolio	1	2	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA AXP PYPL BBDC 5 stocks	$9.57 Million 0.39% of portfolio	2	3	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT MDT BSX PODD EW ATEC SENS 7 stocks	$9.23 Million 0.38% of portfolio	3	2	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI IYC IYM 3 stocks	$8.96 Million 0.37% of portfolio	3	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL SHW APD DD HWKN 5 stocks	$6.39 Million 0.26% of portfolio	3	2	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX BP 3 stocks	$6.07 Million 0.25% of portfolio	-	3	-	-	0 Calls 0 Puts
Information Technology Services \| Technology FISV ACN IBM FIS LDOS 5 stocks	$5.44 Million 0.22% of portfolio	3	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG CL KMB CHD 4 stocks	$5.43 Million 0.22% of portfolio	-	3	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials NVT HUBB VRT 3 stocks	$5.28 Million 0.22% of portfolio	2	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$5.12 Million 0.21% of portfolio	-	2	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX CMG 3 stocks	$5.07 Million 0.21% of portfolio	-	3	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA LMT RTX AXON 4 stocks	$4.69 Million 0.19% of portfolio	1	3	-	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$4.65 Million 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$4.65 Million 0.19% of portfolio	1	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$3.88 Million 0.16% of portfolio	1	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO DHR EXAS 3 stocks	$3.88 Million 0.16% of portfolio	1	2	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services TRV ALL PGR RLI CB 5 stocks	$3.78 Million 0.15% of portfolio	1	3	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy OKE ENB ET DKL KMI MPLX 6 stocks	$3.64 Million 0.15% of portfolio	5	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$3.54 Million 0.14% of portfolio	-	2	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB HBAN 2 stocks	$3.39 Million 0.14% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate IRM EPR AMT DLR CCI 5 stocks	$3.04 Million 0.12% of portfolio	3	2	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW GS MS 3 stocks	$3.04 Million 0.12% of portfolio	2	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials APG MTZ TTEK 3 stocks	$2.44 Million 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Packaged Goods \| Consumer Defensive BUFF 1 stocks	$2.41 Million 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$1.98 Million 0.08% of portfolio	2	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM RSG 2 stocks	$1.97 Million 0.08% of portfolio	1	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO CLFD NOK 3 stocks	$1.91 Million 0.08% of portfolio	-	2	-	-	0 Calls 0 Puts
Computer Hardware \| Technology QUBT DELL 2 stocks	$1.77 Million 0.07% of portfolio	1	1	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T CMCSA 3 stocks	$1.72 Million 0.07% of portfolio	1	2	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy SUN PSX VLO 3 stocks	$1.63 Million 0.07% of portfolio	2	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS MKC HRL STKL 4 stocks	$1.61 Million 0.07% of portfolio	2	1	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate OHI WELL 2 stocks	$1.6 Million 0.07% of portfolio	2	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP NSC 2 stocks	$1.56 Million 0.06% of portfolio	1	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare NVO REGN VRTX TECH 4 stocks	$1.53 Million 0.06% of portfolio	1	2	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical ORLY GPC AZO WSM 4 stocks	$1.51 Million 0.06% of portfolio	1	2	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT ENTG ASML 3 stocks	$1.43 Million 0.06% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG BDX 2 stocks	$1.34 Million 0.05% of portfolio	1	1	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities OTTR 1 stocks	$1.3 Million 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate IRT 1 stocks	$1.27 Million 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS FDX 2 stocks	$1.24 Million 0.05% of portfolio	1	1	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$1.14 Million 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU JXN 2 stocks	$1.14 Million 0.05% of portfolio	2	-	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical PKG IP 2 stocks	$1.11 Million 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical BKNG CCL 2 stocks	$1.05 Million 0.04% of portfolio	1	1	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI TOL BZH 3 stocks	$1.05 Million 0.04% of portfolio	3	-	2	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR WMS 2 stocks	$993,809 0.04% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy COP OXY EOG 3 stocks	$982,121 0.04% of portfolio	1	2	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials FAST GWW 2 stocks	$863,985 0.04% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate O IVT 2 stocks	$834,513 0.03% of portfolio	1	1	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate STWD 1 stocks	$617,065 0.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Furnishings, Fixtures & Appliances \| Consumer Cyclical WHR 1 stocks	$593,249 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$552,053 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs VPL EEM 2 stocks	$547,199 0.02% of portfolio	-	2	-	-	0 Calls 0 Puts
Electronic Components \| Technology GLW 1 stocks	$507,505 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$472,364 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MSCI FDS 2 stocks	$471,491 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$469,173 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate WPC 1 stocks	$435,592 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Other Industrial Metals & Mining \| Basic Materials RIO VALE 2 stocks	$420,826 0.02% of portfolio	-	2	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$366,426 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical HRB 1 stocks	$352,959 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services NTES 1 stocks	$317,855 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
N/A \| N/A BSTZ 1 stocks	$306,353 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare LNTH 1 stocks	$292,355 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY 1 stocks	$288,515 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical MGM 1 stocks	$284,727 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$259,788 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Business Services \| Industrials CTAS 1 stocks	$256,833 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$252,780 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical LULU 1 stocks	$241,301 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$216,903 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate PLD 1 stocks	$210,262 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs SCHG IVV SCHD QQQ AGG QLD VYM XMHQ 342 stocks	$0 65.08% of portfolio	202	130	19	-	0 Calls 0 Puts

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Focus Financial Network, Inc. Portfolio Holdings by Sector

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