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CIK: 0002010942
Total reported value
$3.2B
$3.2B
668 檔
19.8%
As reported in its official Q3 2024 Form 13F filing, Focus Financial Network, Inc.'s tracked investment portfolio stood at $3.2B with 668 total positions.
During Q3 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 668 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.29% | -0.24% | +3.35% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.86% | -0.37% | +0.14% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.61% | +0.21% | +0.24% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.81% | -0.08% | -0.59% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.54% | -0.40% | +2.58% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.27% | +0.37% | -1.15% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.41% | -0.09% | +1.79% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.03% | -0.20% | +2.91% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | -0.13% | +1.99% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.23% | -0.05% | -3.25% | |
| 11 | QLD | Proshares Ultra Qqq | ETF-Other | 1.23% | +0.49% | — | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.22% | -0.19% | -0.20% | |
| 13 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.13% | -0.12% | +1.98% | |
| 14 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.12% | -0.05% | +6.42% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.11% | +0.09% | -2.97% | |
| 16 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.11% | -0.04% | +1.99% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.10% | -0.02% | +1.58% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.09% | -0.13% | +3.03% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | +0.01% | -1.80% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.96% | — | -2.94% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.18% | -11.38% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.89% | +0.01% | -1.43% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.88% | -0.03% | -1.24% | |
| 24 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.80% | -0.02% | +7.31% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.73% | -0.01% | -1.35% | |
| 26 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.70% | -0.03% | -9.22% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.68% | -0.17% | +0.78% | |
| 28 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.68% | -0.45% | EXIT | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.68% | +0.16% | -0.88% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.66% | +0.02% | -1.46% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.62% | — | -2.02% | |
| 32 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.61% | +0.02% | +0.76% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | -0.03% | +0.48% | |
| 34 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.58% | -0.04% | +3.24% | |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.58% | -0.06% | +1.47% | |
| 36 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.57% | +0.10% | +3.38% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.57% | -0.01% | -3.93% | |
| 38 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.55% | +0.03% | +2.00% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.53% | -0.02% | +3.69% | |
| 40 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.53% | +0.05% | +12.57% | |
| 41 | NOW | Servicenow Inc | Stock-Tech | 0.48% | -0.02% | +0.87% | |
| 42 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.47% | -0.04% | +1.30% | |
| 43 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.45% | +0.05% | +25.78% | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.44% | — | -2.23% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.03% | -2.49% | |
| 46 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.39% | — | -0.76% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.39% | +0.01% | +1.29% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.39% | -0.06% | +0.52% | |
| 49 | CWI | State Street Spdr Msci Acwi | ETF-Other | 0.36% | -0.01% | +1.98% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.36% | -0.03% | +28.51% |
According to official SEC Form 13F filings, Focus Financial Network, Inc. reported a total U.S. public equity portfolio value of $3.2B across 668 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, SCHG, IVV) accounted for 19.8% of total reported equity market value during Q3 2024.
During Q3 2024, Focus Financial Network, Inc.'s top holdings by market value included NVDA (9.3%)、SCHG (4.9%)、IVV (4.6%). The largest single position, NVDA, represented 9.3% of total portfolio value.
In Q3 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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