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CIK: 0002010942
Total reported value
$3.2B
$3.2B
665 檔
20.8%
The Q4 2024 SEC filing reveals that Focus Financial Network, Inc. held a total portfolio value of $3.2B, covering 665 public equity positions.
During Q4 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 665 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.76% | -0.24% | -2.41% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 5.11% | -0.37% | +303.65% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.41% | +0.21% | -3.61% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.93% | -0.08% | -1.59% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.46% | -0.40% | +210.41% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.33% | +0.37% | -0.12% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.81% | -0.09% | +1.88% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.19% | -0.20% | +15.81% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | -0.13% | +3.93% | |
| 10 | QLD | Proshares Ultra Qqq | ETF-Other | 1.29% | +0.49% | +0.11% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.12% | -0.19% | -4.90% | |
| 12 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.10% | -0.05% | +5.58% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | -0.13% | +5.07% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.01% | +13.07% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.07% | -0.04% | +0.43% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.07% | -0.05% | +174.25% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.03% | -0.12% | -1.09% | |
| 18 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.99% | -0.02% | +0.85% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.98% | — | +1.87% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.18% | +6.55% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.90% | +0.09% | -3.71% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.87% | -0.03% | +1.33% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.81% | +0.01% | +174.64% | |
| 24 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.77% | -0.02% | +11.15% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.76% | -0.01% | +8.25% | |
| 26 | NOW | Servicenow Inc | Stock-Tech | 0.74% | -0.02% | +32.73% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.69% | +0.16% | +0.54% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.68% | +0.02% | -0.30% | |
| 29 | GTO | Invesco Total Return Bond Et | ETF-Other | 0.68% | -0.03% | +4.25% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | -0.03% | -3.00% | |
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.64% | +0.10% | +9.12% | |
| 32 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.63% | -0.45% | EXIT | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.62% | -0.17% | -6.26% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.61% | — | +194.05% | |
| 35 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.60% | +0.02% | -0.98% | |
| 36 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.57% | -0.04% | +0.51% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | +0.01% | +60.52% | |
| 38 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.55% | -0.06% | -0.44% | |
| 39 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 0.54% | +0.03% | -0.58% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.50% | -0.01% | +170.88% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | -0.02% | +3.90% | |
| 42 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 0.48% | -0.17% | EXIT | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.45% | -0.04% | -0.18% | |
| 44 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.44% | +0.05% | -13.01% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.43% | — | +97.14% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.06% | +6.56% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.35% | -0.03% | +8.06% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | -0.01% | -2.47% | |
| 49 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.34% | -0.01% | +113.70% | |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.34% | +0.05% | -19.40% |
According to official SEC Form 13F filings, Focus Financial Network, Inc. reported a total U.S. public equity portfolio value of $3.2B across 665 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, SCHG, IVV) accounted for 20.8% of total reported equity market value during Q4 2024.
During Q4 2024, Focus Financial Network, Inc.'s top holdings by market value included NVDA (9.8%)、SCHG (5.1%)、IVV (4.4%). The largest single position, NVDA, represented 9.8% of total portfolio value.
In Q4 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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