Buckingham Strategic Partners

Latest statistics and disclosures from Focus Partners Advisor Solutions's latest quarterly 13F-HR filing:

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Positions held by Buckingham Strategic Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Focus Partners Advisor Solutions

Focus Partners Advisor Solutions holds 1249 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Focus Partners Advisor Solutions has 1249 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Ttl Stk (ITOT) 7.8 $771M +7% 5.4M 142.33
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 7.0 $694M +11% 18M 38.86
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Ea Series Trust Ea Bridgeway Omn (BSVO) 5.1 $511M +2% 20M 25.36
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 4.8 $472M +335% 7.9M 59.55
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 4.1 $411M +5% 4.1M 99.78
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 3.6 $357M +7% 5.7M 62.45
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Dimensional Etf Trust Internatnal Val (DFIV) 3.2 $320M +4% 6.1M 52.77
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Ishares Tr Core Msci Intl (IDEV) 3.2 $316M +5% 3.8M 83.50
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.8 $274M +23% 2.5M 110.40
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 2.7 $266M +9% 7.7M 34.53
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Dimensional Etf Trust Short Duration F (DFSD) 2.5 $246M +347% 5.1M 47.88
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Dimensional Etf Trust Us Mktwide Value (DFUV) 2.4 $240M +6% 4.9M 48.46
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Vanguard Malvern Fds Strm Infproidx (VTIP) 2.1 $209M +279% 4.2M 49.95
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Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $191M +18% 596k 320.74
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Dimensional Etf Trust Us Equity Market (DFUS) 1.8 $180M +8% 2.5M 70.89
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Apple (AAPL) 1.4 $142M +11% 561k 253.72
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Dimensional Etf Trust World Ex Us Core (DFAX) 1.3 $127M +8% 3.7M 33.97
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Dimensional Etf Trust Us High Profitab (DUHP) 1.2 $121M +18% 3.3M 36.75
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Dimensional Etf Trust Intl Small Cap V (DISV) 1.1 $114M +9% 2.9M 39.43
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Dimensional Etf Trust Intl High Profit (DIHP) 1.0 $101M +17% 3.1M 32.22
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.9 $87M +24% 2.2M 38.95
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.8 $82M +13% 1.8M 45.10
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NVIDIA Corporation (NVDA) 0.8 $81M 464k 174.28
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Ishares Tr Core S&p500 Etf (IVV) 0.8 $76M +179% 116k 653.01
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.7 $74M +9% 2.1M 35.03
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.7 $67M +11% 940k 70.98
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Microsoft Corporation (MSFT) 0.7 $65M +13% 175k 370.04
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Ishares Core Msci Emkt (IEMG) 0.6 $64M 920k 69.70
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.6 $58M +182% 745k 78.41
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Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.6 $58M +14206% 1.2M 47.75
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.5 $50M +11% 783k 64.01
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $48M -5% 1.6M 30.49
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Dimensional Etf Trust Global Real Est (DFGR) 0.5 $47M +2498% 1.8M 26.46
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $44M +17% 543k 80.56
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $44M +28% 73k 597.55
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.4 $42M +24% 381k 111.18
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.4 $42M -7% 1.4M 29.13
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $42M +19% 1.2M 33.86
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $38M -5% 1.2M 30.68
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Amazon (AMZN) 0.4 $38M 181k 208.16
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.4 $37M +5% 1.0M 35.53
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Dimensional Etf Trust Core Fixed Incom (DFCF) 0.3 $32M +206% 758k 42.22
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $32M +34% 372k 84.84
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $29M 132k 217.25
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Ishares Tr Eafe Value Etf (EFV) 0.3 $29M -6% 383k 74.35
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $28M +4% 347k 80.58
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Alphabet Cap Stk Cl C (GOOG) 0.3 $28M +5% 97k 286.81
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $27M +4% 57k 479.13
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $26M +12% 90k 286.97
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Exxon Mobil Corporation (XOM) 0.3 $25M -9% 148k 169.67
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Tesla Motors (TSLA) 0.2 $25M +28% 67k 371.66
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Broadcom (AVGO) 0.2 $24M +32% 79k 309.34
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Spdr Series Trust State Street Spd (SPTM) 0.2 $24M -3% 306k 79.06
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Stryker Corporation (SYK) 0.2 $24M +6% 72k 328.59
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JPMorgan Chase & Co. (JPM) 0.2 $23M +14% 80k 294.00
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $22M +6% 34k 649.81
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Lpl Financial Holdings (LPLA) 0.2 $21M -31% 69k 300.83
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Meta Platforms Cl A (META) 0.2 $21M +11% 36k 571.56
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.2 $20M +51% 106k 191.81
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $20M +11% 374k 54.01
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $20M +4% 47k 426.41
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Vanguard Index Fds Small Cp Etf (VB) 0.2 $20M -8% 76k 261.92
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $19M -9% 247k 77.11
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Wal-Mart Stores (WMT) 0.2 $19M -48% 151k 124.27
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $19M -25% 750k 24.75
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $18M -7% 32k 576.37
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $18M +1410% 310k 58.54
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Vanguard Index Fds Value Etf (VTV) 0.2 $18M -9% 92k 196.20
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Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $17M +213% 195k 88.68
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $17M +9% 80k 215.05
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Vanguard Index Fds Growth Etf (VUG) 0.2 $17M -5% 38k 436.81
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $17M 405k 41.09
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Spdr Index Shs Fds State Street Spd (CWI) 0.2 $16M 442k 36.59
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Spdr Series Trust State Street Spd (SPYM) 0.2 $16M -11% 211k 76.54
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Woodward Governor Company (WWD) 0.1 $15M 42k 355.95
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Alps Etf Tr Intl Sec Dv Dog (IDOG) 0.1 $15M 353k 41.65
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Eli Lilly & Co. (LLY) 0.1 $14M -6% 15k 919.65
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Chevron Corporation (CVX) 0.1 $13M -7% 64k 206.93
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Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.1 $13M +296% 112k 112.11
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $12M +285% 157k 79.27
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Spdr Index Shs Fds State Street Spd (SPDW) 0.1 $12M 272k 45.58
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Johnson & Johnson (JNJ) 0.1 $12M -18% 51k 244.43
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Spdr Series Trust State Street Spd (HYMB) 0.1 $12M NEW 497k 24.80
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Merck & Co (MRK) 0.1 $12M -8% 98k 120.28
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Ishares Tr Msci Intl Qualty (IQLT) 0.1 $12M +38% 252k 46.22
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Visa Com Cl A (V) 0.1 $12M +21% 39k 302.14
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.1 $12M +7% 254k 45.62
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Lockheed Martin Corporation (LMT) 0.1 $11M +8% 19k 604.41
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Pepsi (PEP) 0.1 $11M -30% 73k 155.30
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $11M +22% 153k 73.64
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $11M +5139% 95k 118.60
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Palantir Technologies Cl A (PLTR) 0.1 $11M -2% 75k 146.25
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $11M -5% 56k 189.56
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Caterpillar (CAT) 0.1 $10M +24% 15k 708.46
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American Centy Etf Tr Avantis Us Small (AVSC) 0.1 $10M +10% 165k 62.30
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $10M +340% 429k 23.65
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Oracle Corporation (ORCL) 0.1 $10M +10% 68k 147.10
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Ishares Tr Msci Intl Vlu Ft (IVLU) 0.1 $10M -10% 252k 39.61
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $9.9M +1556% 131k 75.19
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Victory Portfolios Ii Short Trm Bd Etf (USTB) 0.1 $9.8M +45% 193k 50.58
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Ge Aerospace Com New (GE) 0.1 $9.7M +9% 34k 283.75
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Ishares Tr Msci Usa Value (VLUE) 0.1 $9.5M +2% 67k 142.19
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American Centy Etf Tr International Lr (AVIV) 0.1 $9.5M -30% 127k 74.83
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $9.5M 32k 302.25
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $9.4M 49k 191.92
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Home Depot (HD) 0.1 $9.3M +13% 28k 328.86
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Spdr Series Trust State Street Spd (SLYV) 0.1 $9.1M 97k 94.58
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PNC Financial Services (PNC) 0.1 $8.6M -15% 42k 208.08
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International Business Machines (IBM) 0.1 $8.6M +11% 35k 242.29
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Costco Wholesale Corporation (COST) 0.1 $8.5M +76% 8.5k 996.46
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Ge Vernova (GEV) 0.1 $8.4M +12% 9.6k 872.79
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Comfort Systems USA (FIX) 0.1 $8.4M +13% 6.1k 1379.07
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $8.2M +39% 107k 77.18
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Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $8.2M -15% 56k 148.06
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.1 $8.2M +651% 69k 118.51
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $8.0M +13% 239k 33.74
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Pimco Etf Tr Multisector Bd (PYLD) 0.1 $8.0M NEW 305k 26.20
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Micron Technology (MU) 0.1 $7.8M +10% 23k 337.85
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $7.8M +12% 115k 67.53
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State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $7.7M -3% 13k 616.77
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Mastercard Incorporated Cl A (MA) 0.1 $7.6M +2% 15k 499.65
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Cisco Systems (CSCO) 0.1 $7.6M +34% 98k 77.59
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $7.6M 101k 75.10
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Ishares Tr National Mun Etf (MUB) 0.1 $7.4M +639% 70k 106.15
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Bristol Myers Squibb (BMY) 0.1 $7.4M -8% 122k 60.65
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $7.4M NEW 131k 56.68
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Procter & Gamble Company (PG) 0.1 $7.3M +3% 51k 144.45
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Netflix (NFLX) 0.1 $7.2M +35% 75k 96.02
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $7.1M NEW 86k 82.75
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Vanguard World Mega Grwth Ind (MGK) 0.1 $7.1M 19k 367.47
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $7.0M +6% 21k 337.27
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Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.1 $7.0M +16% 112k 62.56
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $7.0M +4% 62k 113.09
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Abbvie (ABBV) 0.1 $6.9M -36% 32k 217.43
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Eaton Corp SHS (ETN) 0.1 $6.9M 19k 357.68
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Dimensional Etf Trust Intl Small Cap E (DFIS) 0.1 $6.9M +10% 205k 33.67
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Spdr Series Trust State Street Spd (SPYV) 0.1 $6.9M +3% 122k 56.58
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $6.9M NEW 136k 50.66
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Ishares Tr Russell 2000 Etf (IWM) 0.1 $6.8M 27k 247.72
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Ishares Tr Core Msci Total (IXUS) 0.1 $6.7M -4% 77k 86.64
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Ishares Gold Tr Ishares New (IAU) 0.1 $6.5M +42% 74k 88.16
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Intel Corporation (INTC) 0.1 $6.4M -13% 144k 44.11
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Edison International (EIX) 0.1 $6.3M +22% 86k 73.18
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Bank of America Corporation (BAC) 0.1 $6.3M -4% 129k 48.74
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TJX Companies (TJX) 0.1 $6.0M +18% 38k 159.53
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $5.9M -6% 104k 56.79
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $5.9M -3% 48k 124.30
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Ishares Tr Core Msci Eafe (IEFA) 0.1 $5.9M -5% 65k 90.53
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Dimensional Etf Trust International (DFSI) 0.1 $5.8M +3% 136k 42.40
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Chubb (CB) 0.1 $5.7M +2% 18k 325.94
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PG&E Corporation (PCG) 0.1 $5.7M +13% 324k 17.57
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Deere & Company (DE) 0.1 $5.7M +29% 10k 563.30
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Phillips 66 (PSX) 0.1 $5.7M +8% 31k 182.20
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Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 0.1 $5.6M +58% 22k 250.56
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Schwab Strategic Tr Fundamental Us S (FNDA) 0.1 $5.5M -14% 170k 32.43
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $5.5M -17% 43k 128.12
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Vanguard Malvern Fds Core Bd Etf (VCRB) 0.1 $5.4M NEW 70k 77.38
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Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $5.4M +80% 66k 82.57
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Technipfmc (FTI) 0.1 $5.4M +17% 78k 69.12
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FedEx Corporation (FDX) 0.1 $5.4M +16% 15k 356.17
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Wisdomtree Tr Us Midcap Divid (DON) 0.1 $5.3M 102k 52.54
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $5.3M +29% 53k 99.27
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Western Digital (WDC) 0.1 $5.3M +10% 20k 270.28
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American Centy Etf Tr Emerging Mkt Val (AVES) 0.1 $5.3M -5% 88k 59.98
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ConocoPhillips (COP) 0.1 $5.3M -14% 40k 132.01
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Spdr Series Trust State Street Spd (SPIB) 0.1 $5.1M +1111% 153k 33.54
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Allegheny Technologies Incorporated (ATI) 0.1 $5.1M -2% 35k 145.46
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Lam Research Corp Com New (LRCX) 0.1 $5.1M +26% 24k 213.56
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Verizon Communications (VZ) 0.1 $5.1M -7% 101k 50.20
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $5.0M -13% 56k 87.84
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Philip Morris International (PM) 0.0 $4.9M -9% 30k 165.35
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $4.9M -18% 34k 145.74
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $4.9M 34k 145.80
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Newmont Mining Corporation (NEM) 0.0 $4.9M +11% 45k 108.25
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Advanced Micro Devices (AMD) 0.0 $4.8M -8% 24k 203.39
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Coca-Cola Company (KO) 0.0 $4.7M +12% 62k 76.05
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Raytheon Technologies Corp (RTX) 0.0 $4.6M -19% 24k 192.80
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General Motors Company (GM) 0.0 $4.6M +6% 62k 74.49
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Arista Networks Com Shs (ANET) 0.0 $4.6M -3% 38k 122.78
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $4.6M NEW 199k 23.22
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Airbnb Com Cl A (ABNB) 0.0 $4.6M +40% 37k 126.28
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $4.6M +146% 87k 53.22
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Ishares Tr Core Div Grwth (DGRO) 0.0 $4.6M +22% 65k 70.18
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New York Life Invts Active E Nyli Mackay Mun (MMIT) 0.0 $4.6M NEW 189k 24.11
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Wells Fargo & Company (WFC) 0.0 $4.5M +11% 57k 79.58
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Walt Disney Company (DIS) 0.0 $4.5M -11% 47k 96.32
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Spdr Gold Tr Gold Shs (GLD) 0.0 $4.5M +166% 10k 430.07
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Vanguard World Inf Tech Etf (VGT) 0.0 $4.4M -2% 6.4k 697.73
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Tapestry (TPR) 0.0 $4.4M 31k 141.10
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United Natural Foods (UNFI) 0.0 $4.4M NEW 98k 45.06
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $4.3M +118% 86k 49.89
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National Bk Hldgs Corp Cl A (NBHC) 0.0 $4.3M 109k 39.16
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $4.3M -14% 30k 140.95
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $4.2M +2% 46k 92.73
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Dimensional Etf Trust Global Sustaina (DFSB) 0.0 $4.2M +95% 81k 51.74
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Vertiv Holdings Com Cl A (VRT) 0.0 $4.2M +29% 17k 250.55
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $4.1M -15% 165k 25.10
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $4.1M +1408% 39k 106.50
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Casey's General Stores (CASY) 0.0 $4.1M +27% 5.6k 727.86
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Ea Series Trust Alpha Arch 1-3 (BOXX) 0.0 $4.1M NEW 35k 116.29
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Regeneron Pharmaceuticals (REGN) 0.0 $4.1M +20% 5.3k 772.58
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Citigroup Com New (C) 0.0 $4.1M +7% 36k 112.70
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Corning Incorporated (GLW) 0.0 $4.0M +3% 30k 135.74
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.0 $4.0M +1478% 80k 49.99
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.0 $4.0M -3% 69k 58.18
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $3.9M 93k 42.56
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $3.9M -45% 50k 78.41
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $3.9M -19% 19k 211.05
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $3.9M 21k 184.28
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J P Morgan Exchange Traded F Income Etf (JPIE) 0.0 $3.9M NEW 85k 46.07
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Boeing Company (BA) 0.0 $3.9M -4% 20k 198.98
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Union Pacific Corporation (UNP) 0.0 $3.9M +7% 16k 242.61
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Vaneck Etf Trust High Yld Munietf (HYD) 0.0 $3.9M NEW 77k 50.14
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Capital Group Growth Etf Shs Creation Uni (CGGR) 0.0 $3.9M +5% 96k 40.19
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3M Company (MMM) 0.0 $3.9M -12% 27k 145.23
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J.B. Hunt Transport Services (JBHT) 0.0 $3.8M +21% 18k 211.90
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Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $3.8M +5% 78k 48.93
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $3.8M -8% 18k 213.68
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General Dynamics Corporation (GD) 0.0 $3.8M -45% 11k 343.23
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.0 $3.8M +77% 80k 47.82
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Delta Air Lines Com New (DAL) 0.0 $3.7M +9% 56k 66.48
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $3.7M +484% 97k 38.42
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Centene Corporation (CNC) 0.0 $3.7M -12% 113k 32.74
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American Centy Etf Tr Real Estate Etf (AVRE) 0.0 $3.7M +125% 83k 44.00
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Ishares Tr Core Univrsl Usd (IUSB) 0.0 $3.6M +1166% 79k 46.19
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Manager Directed Portfolios Vert Glb Sust Re (VGSR) 0.0 $3.6M +203% 352k 10.33
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Servicenow (NOW) 0.0 $3.6M +34% 34k 104.55
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $3.6M +25% 5.00 718140.00
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Booking Holdings (BKNG) 0.0 $3.6M +3% 849.00 4214.24
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At&t (T) 0.0 $3.6M -41% 123k 28.98
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Amphenol Corp Cl A (APH) 0.0 $3.6M +21% 28k 126.26
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Incyte Corporation (INCY) 0.0 $3.5M -4% 38k 94.10
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Select Sector Spdr Tr State Street Tec (XLK) 0.0 $3.5M +10% 27k 132.90
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Blackrock (BLK) 0.0 $3.5M +51% 3.7k 960.04
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Us Bancorp Com New (USB) 0.0 $3.5M -12% 67k 52.00
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Freeport Mcmoran CL B (FCX) 0.0 $3.5M +22% 59k 58.78
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Danaher Corporation (DHR) 0.0 $3.5M +40% 18k 189.59
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $3.5M +11% 15k 237.63
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American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.0 $3.5M +6% 74k 46.80
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $3.5M NEW 34k 100.66
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Pfizer (PFE) 0.0 $3.4M -38% 122k 28.08
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Fortinet (FTNT) 0.0 $3.4M +23% 42k 81.70
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Marsh & McLennan Companies (MRSH) 0.0 $3.4M +99% 20k 173.46
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Emcor (EME) 0.0 $3.4M +44% 4.6k 738.26
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Applied Materials (AMAT) 0.0 $3.4M +2% 9.8k 341.41
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Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) 0.0 $3.3M +38% 29k 115.95
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Cummins (CMI) 0.0 $3.3M +11% 6.2k 537.65
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Teradyne (TER) 0.0 $3.3M +92% 11k 296.42
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United Parcel Svcs CL B (UPS) 0.0 $3.3M -10% 34k 98.38
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Marriott Intl Cl A (MAR) 0.0 $3.3M -9% 10k 327.09
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Past Filings by Focus Partners Advisor Solutions

SEC 13F filings are viewable for Focus Partners Advisor Solutions going back to 2021