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CIK: 0002010942
Total reported value
$3.2B
$3.2B
657 檔
19.0%
At the close of Q2 2024, Focus Financial Network, Inc. disclosed equity holdings valued at approximately $3.2B, spread across 657 reported holdings.
During Q2 2024, Focus Financial Network, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 657 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.13% | -0.24% | +1026.31% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.96% | -0.37% | +0.21% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.67% | +0.21% | +5.32% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.94% | -0.08% | -2.40% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.52% | -0.40% | -2.04% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.42% | +0.37% | +4.72% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.49% | -0.09% | +1.46% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.01% | -0.20% | +3.73% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.13% | +1.83% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.28% | -0.05% | -1.24% | |
| 11 | QLD | Proshares Ultra Qqq | ETF-Other | 1.28% | +0.49% | +0.10% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.24% | -0.19% | -3.48% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.17% | +0.09% | -13.10% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.13% | -0.04% | +2.46% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.13% | -0.12% | +4.75% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.09% | -0.02% | +2.92% | |
| 17 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.08% | -0.05% | +3.24% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.07% | -0.13% | +1.99% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | +0.18% | -11.14% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.01% | — | +4.76% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.01% | +17.62% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.92% | +0.01% | -15.65% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.89% | -0.03% | +2.07% | |
| 24 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.78% | -0.03% | +0.63% | |
| 25 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.76% | -0.02% | +0.82% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | -0.01% | +4.39% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.71% | +0.16% | +0.14% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.02% | +26.18% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.68% | -0.17% | -4.77% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | -0.03% | +3.43% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.64% | — | +0.17% | |
| 32 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.61% | +0.02% | -3.16% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.60% | -0.01% | -0.12% | |
| 34 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.58% | -0.06% | -0.46% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.57% | +0.10% | +3.11% | |
| 36 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.57% | -0.04% | +4.89% | |
| 37 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.56% | +0.03% | +0.45% | |
| 38 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.51% | -0.45% | EXIT | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | -0.02% | +1.86% | |
| 40 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.49% | +0.05% | +21.30% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.48% | -0.04% | +1.30% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.03% | +70.74% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.47% | — | +0.49% | |
| 44 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.41% | — | +5.97% | |
| 45 | NOW | Servicenow Inc | Stock-Tech | 0.41% | -0.02% | +5.43% | |
| 46 | VHT | Vanguard Health Care ETF | ETF-Other | 0.41% | +0.02% | +0.52% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.39% | +0.01% | -0.69% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.38% | -0.06% | +0.39% | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.38% | +0.03% | +0.92% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.37% | +0.02% | +2.58% |
According to official SEC Form 13F filings, Focus Financial Network, Inc. reported a total U.S. public equity portfolio value of $3.2B across 657 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, SCHG, IVV) accounted for 19.0% of total reported equity market value during Q2 2024.
During Q2 2024, Focus Financial Network, Inc.'s top holdings by market value included NVDA (9.1%)、SCHG (5.0%)、IVV (4.7%). The largest single position, NVDA, represented 9.1% of total portfolio value.
In Q2 2024, Focus Financial Network, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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