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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$43B
$489 Million 0.02% of portfolio
10,685
Q1 2025 Added 0.05%
$16.6B
$433 Million 0.02% of portfolio
8,123
Q1 2025 Reduced 6.45%
$0
$476 Million 0.02% of portfolio
14,422
Q1 2025 Added 2.93%
$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%
$32.9B
$572 Million 0.02% of portfolio
5,250
Q1 2025 Reduced 1.32%
$13B
$488 Million 0.02% of portfolio
7,736
Q1 2025 Reduced 3.24%
$199B
$585 Million 0.02% of portfolio
20,679
Q1 2025 Added 5.37%
$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%
$4.85B
$537 Million 0.02% of portfolio
4,046
Q1 2025 Reduced 59.32%
$32.7B
$376 Million 0.02% of portfolio
5,202
Q1 2025 Added 58.02%
$0
$472 Million 0.02% of portfolio
34,601
Q1 2025 Reduced 5.87%
-
$440 Million 0.02% of portfolio
-
Q1 2025 Reduced 8.62%
Innovator Etfs Trust
-
$389 Million 0.02% of portfolio
-
Q1 2025 Reduced 0.13%
$0
$370 Million 0.02% of portfolio
7,588
Q1 2025 Reduced 18.56%
$44.1B
$382 Million 0.02% of portfolio
2,661
Q1 2025 Reduced 16.43%
$62.2B
$421 Million 0.02% of portfolio
14,758
Q1 2025 Added 0.57%
$119B
$385 Million 0.02% of portfolio
1,270
Q1 2025 Added 46.82%
Aim ETF Products Trust
-
$561 Million 0.02% of portfolio
-
Q1 2025 Added 71.68%
$0
$507 Million 0.02% of portfolio
15,269
Q1 2025 Added 5.55%
$23.8B
$426 Million 0.02% of portfolio
3,867
Q1 2025 Added 5.45%
$76.1B
$428 Million 0.02% of portfolio
3,904
Q1 2025 Reduced 26.42%
$4.91B
$393 Million 0.02% of portfolio
11,035
Q1 2025 Added 59.95%
$0
$554 Million 0.02% of portfolio
4,990
Q1 2025 Reduced 11.05%
$134B
$382 Million 0.02% of portfolio
1,636
Q1 2025 Reduced 0.49%
-
$426 Million 0.02% of portfolio
-
Q1 2025 Reduced 1.17%
$62.2B
$371 Million 0.02% of portfolio
1,259
Q1 2025 Reduced 0.24%
$1.9B
$488 Million 0.02% of portfolio
11,276
Q1 2025 Added 10.98%
$59.4B
$608 Million 0.02% of portfolio
9,595
Q1 2025 Reduced 0.3%
$0
$375 Million 0.02% of portfolio
6,316
Q1 2025 Reduced 6.71%
$75.1B
$587 Million 0.02% of portfolio
2,368
Q1 2025 Reduced 1.82%
$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%
J P Morgan Exchange Traded F
-
$456 Million 0.02% of portfolio
-
Q1 2025 Reduced 58.72%
Aim ETF Products Trust
-
$389 Million 0.02% of portfolio
-
Q1 2025 Added 2.19%
Innovator Etfs Trust
-
$408 Million 0.02% of portfolio
-
Q1 2025 Reduced 1.72%
$0
$379 Million 0.02% of portfolio
4,903
Q1 2025 Reduced 10.12%
$43B
$346 Million 0.01% of portfolio
2,723
Q1 2025 Reduced 10.31%
$1.56B
$255 Million 0.01% of portfolio
31,386
Q1 2025 Added 14.46%
$0
$203 Million 0.01% of portfolio
2,366
Q1 2025 New
$525M
$351 Million 0.01% of portfolio
11,820
Q1 2025 Reduced 0.67%
$37.1B
$292 Million 0.01% of portfolio
1,698
Q1 2025 Reduced 12.43%

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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