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Buckingham Strategic Partners

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

Top 5 stock holdings are DFAC, ITOT, BSVO, VGIT, DFAT, and represent 29.73% of Focus Partners Advisor Solutions's stock portfolio.
Added to shares of these 10 stocks: ITOT (+$46M), VGIT (+$40M), AVDV (+$33M), VTI (+$29M), AVUV (+$29M), VTIP (+$27M), DFEM (+$26M), IDEV (+$25M), DFSD (+$24M), AAPL (+$16M).
Started 273 new stock positions in TCBI, VFMV, RMBS, DKNG, SWKS, TXRH, MOH, OKTA, GTM, CGBL.
Reduced shares in these 10 stocks: GLD, , SCHZ, , NEA, NVG, SCHG, , EPD, KYN.
Sold out of its positions in AFL, AGNC, AAL, AMT, NLY, APPF, ADM, ACA, ARKB, BLDR.
Focus Partners Advisor Solutions was a net buyer of stock by $743M.
Focus Partners Advisor Solutions has $6.6B in assets under management (AUM), dropping by 11.04%.
Central Index Key (CIK): 0001868872

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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 973 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Focus Partners Advisor Solutions has 973 total positions. Only the first 250 positions are shown.

Sign up to view all of the Focus Partners Advisor Solutions March 31, 2025 positions
Download the Focus Partners Advisor Solutions March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	8.2	$540M		16M	32.99	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	7.5	$496M	+10%	4.1M	122.01	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	5.2	$344M	+4%	18M	19.44	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	4.9	$323M	+14%	5.4M	59.40	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.8	$253M		4.9M	51.49	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.8	$251M	+14%	3.6M	69.74	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	3.3	$220M	+4%	5.6M	39.36	View chart
Ishares Tr Core Msci Intl (IDEV)	3.2	$211M	+13%	3.1M	68.89	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.9	$192M	+2%	4.7M	41.21	View chart
Dimensional Etf Trust Short Duration F (DFSD)	2.5	$166M	+16%	3.5M	47.52	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	2.5	$162M	+18%	6.1M	26.46	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.4	$160M	+19%	3.2M	49.90	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	2.0	$129M	+28%	1.5M	87.17	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.8	$119M	+14%	2.0M	60.48	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.8	$117M	+32%	426k	274.84	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	1.6	$105M	+3%	4.0M	26.20	View chart
Apple (AAPL)	1.5	$99M	+19%	445k	222.13	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.0	$69M	+21%	2.1M	33.14	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	1.0	$68M	+4%	2.3M	29.12	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.8	$55M	+23%	2.0M	26.94	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.8	$51M	-2%	1.9M	26.58	View chart
Microsoft Corporation (MSFT)	0.8	$50M		134k	375.40	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$48M	+11%	617k	78.28	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$47M	+9%	790k	59.75	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$44M	+3%	808k	53.97	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.6	$42M	-4%	1.7M	25.04	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$41M		1.5M	27.96	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.6	$39M	+28%	1.3M	31.23	View chart
NVIDIA Corporation (NVDA)	0.6	$39M	+13%	359k	108.38	View chart
Lpl Financial Holdings (LPLA)	0.6	$37M	+8%	113k	327.14	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.6	$37M	+63%	768k	47.57	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.6	$37M	+28%	949k	38.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$33M		644k	50.83	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.5	$31M	+9%	1.2M	26.26	View chart
Amazon (AMZN)	0.4	$29M	+17%	152k	190.27	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$29M	+14%	311k	92.38	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.4	$28M	+36%	981k	28.15	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$27M	+5%	50k	532.58	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$26M	+5%	141k	186.29	View chart
Stryker Corporation (SYK)	0.4	$26M		69k	372.25	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.4	$24M	+13%	848k	27.77	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$23M	+5%	387k	60.17	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$22M		369k	58.94	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$20M	-2%	1.0M	19.78	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$19M	+18%	716k	25.89	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$19M	+6%	315k	58.69	View chart
JPMorgan Chase & Co. (JPM)	0.3	$18M	+12%	75k	245.30	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$17M	+20%	101k	172.74	View chart
Meta Platforms Cl A (META)	0.3	$17M	+8%	30k	576.38	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$17M	+14%	259k	66.27	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$17M	+15%	33k	513.91	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.3	$17M	+69%	259k	65.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$17M	+13%	76k	221.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$17M	+5%	30k	561.91	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$16M	+8%	175k	90.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$16M	+3%	347k	45.26	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$15M	+30%	247k	62.10	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$15M	+8%	151k	100.67	View chart
Exxon Mobil Corporation (XOM)	0.2	$15M		127k	118.93	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$15M	+7%	40k	370.83	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.2	$14M	+10%	390k	35.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$14M	+3%	72k	193.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$14M	+75%	88k	156.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$14M	+10%	29k	468.92	View chart
Pepsi (PEP)	0.2	$13M	+4%	86k	149.94	View chart
Eli Lilly & Co. (LLY)	0.2	$13M	+27%	16k	825.91	View chart
Visa Com Cl A (V)	0.2	$13M	+8%	36k	350.45	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.2	$12M		484k	25.22	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.2	$12M		410k	29.58	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.2	$12M	+71%	284k	42.06	View chart
Broadcom (AVGO)	0.2	$12M	+8%	71k	167.44	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.2	$12M		101k	118.14	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$12M	+73%	156k	73.45	View chart
Alps Etf Tr Intl Sec Dv Dog (IDOG)	0.2	$11M		354k	31.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$11M	+8%	69k	154.64	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$11M	+20%	140k	76.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$11M	+50%	19k	559.42	View chart
Costco Wholesale Corporation (COST)	0.2	$10M	+11%	11k	945.76	View chart
Wal-Mart Stores (WMT)	0.2	$10M	+28%	116k	87.79	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$10M	+5%	28k	361.10	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$10M	-18%	432k	23.16	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$9.9M	+8%	175k	56.68	View chart
Chevron Corporation (CVX)	0.1	$9.5M	+6%	57k	167.29	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.1	$9.2M	+7%	303k	30.31	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$9.1M	+10%	249k	36.41	View chart
Tesla Motors (TSLA)	0.1	$8.6M	+15%	33k	259.18	View chart
Home Depot (HD)	0.1	$8.6M	+13%	24k	366.48	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$8.6M	+388%	189k	45.65	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$8.3M	+4%	55k	150.98	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$8.3M	-7%	106k	78.40	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$8.2M	+6%	33k	251.77	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$8.2M	-4%	144k	57.14	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$8.0M	+35%	76k	105.44	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$7.8M	+65%	15k	533.51	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$7.5M		149k	50.42	View chart
Oracle Corporation (ORCL)	0.1	$7.4M	+15%	53k	139.81	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$7.3M		89k	82.94	View chart
International Business Machines (IBM)	0.1	$7.3M		29k	248.67	View chart
Abbvie (ABBV)	0.1	$7.2M	-8%	34k	209.52	View chart
UnitedHealth (UNH)	0.1	$7.0M	+23%	13k	523.74	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$6.9M		83k	82.73	View chart
Eaton Corp SHS (ETN)	0.1	$6.7M	+8%	25k	271.83	View chart
Johnson & Johnson (JNJ)	0.1	$6.7M	+22%	41k	165.83	View chart
Procter & Gamble Company (PG)	0.1	$6.7M	+4%	39k	170.42	View chart
Mastercard Incorporated Cl A (MA)	0.1	$6.6M	+8%	12k	548.11	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$6.4M		125k	51.07	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.1	$6.1M		253k	23.97	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$6.1M		52k	117.49	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$6.0M	+21%	20k	308.88	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$6.0M	+4%	86k	69.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$6.0M	+17%	60k	98.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$5.9M	+27%	34k	173.23	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$5.8M	+4%	36k	160.54	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$5.8M	+41%	74k	78.94	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$5.8M	-17%	88k	65.76	View chart
Bank of America Corporation (BAC)	0.1	$5.7M	+11%	137k	41.73	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.1	$5.5M	+130%	200k	27.39	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$5.3M	+5%	84k	63.53	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$5.3M	-8%	50k	105.60	View chart
Lockheed Martin Corporation (LMT)	0.1	$5.3M	+13%	12k	446.71	View chart
ConocoPhillips (COP)	0.1	$5.3M	+41%	50k	105.01	View chart
Verizon Communications (VZ)	0.1	$5.2M	-5%	115k	45.36	View chart
Merck & Co (MRK)	0.1	$5.2M	+28%	58k	89.76	View chart
PNC Financial Services (PNC)	0.1	$5.2M	+28%	29k	175.77	View chart
Cisco Systems (CSCO)	0.1	$5.1M	+20%	83k	61.71	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$5.1M	+3%	84k	60.66	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$5.0M		40k	125.97	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	0.1	$5.0M	+2%	151k	33.24	View chart
Coca-Cola Company (KO)	0.1	$5.0M	+7%	70k	71.62	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$5.0M	+4%	66k	75.65	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$4.9M		49k	100.51	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$4.9M	+28%	113k	43.70	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$4.9M	+3%	64k	76.50	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.1	$4.9M	-20%	180k	27.26	View chart
Netflix (NFLX)	0.1	$4.9M	+9%	5.2k	932.69	View chart
American Centy Etf Tr Avantis Us Small (AVSC)	0.1	$4.9M	+13%	101k	48.40	View chart
Walt Disney Company (DIS)	0.1	$4.8M	+12%	48k	98.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$4.7M	+15%	24k	199.49	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	0.1	$4.7M	+6%	100k	47.16	View chart
Ishares Tr A Rate Cp Bd Etf (QLTA)	0.1	$4.6M	+28%	97k	47.53	View chart
Philip Morris International (PM)	0.1	$4.6M	+14%	29k	158.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$4.6M	+11%	79k	58.35	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$4.6M	+223%	78k	58.96	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$4.6M	+23%	24k	188.17	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$4.5M	+86%	57k	79.86	View chart
Us Bancorp Del Com New (USB)	0.1	$4.5M	+4%	106k	42.22	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$4.4M	-5%	53k	83.00	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$4.4M	-6%	86k	51.18	View chart
Caterpillar (CAT)	0.1	$4.3M	+12%	13k	329.82	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$4.3M	+44%	33k	128.96	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$4.3M	+13%	198k	21.53	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$4.2M	+11%	37k	115.60	View chart
Union Pacific Corporation (UNP)	0.1	$4.2M	-19%	18k	236.24	View chart
Ge Aerospace Com New (GE)	0.1	$4.2M	+33%	21k	200.16	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.1	$4.2M	+183%	176k	23.77	View chart
National Bk Hldgs Corp Cl A (NBHC)	0.1	$4.1M		107k	38.27	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$4.0M	+33%	13k	317.65	View chart
General Dynamics Corporation (GD)	0.1	$4.0M	+237%	15k	272.59	View chart
At&t (T)	0.1	$3.8M		133k	28.28	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$3.7M	-3%	55k	68.01	View chart
Pfizer (PFE)	0.1	$3.7M	+16%	145k	25.34	View chart
Wells Fargo & Company (WFC)	0.1	$3.7M	+3%	51k	71.79	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$3.7M	+30%	141k	25.84	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$3.6M		67k	54.02	View chart
Automatic Data Processing (ADP)	0.1	$3.6M	+19%	12k	305.53	View chart
Dimensional Etf Trust International (DFSI)	0.1	$3.6M	+26%	103k	34.89	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.1	$3.5M	+4%	70k	50.00	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.5M	+50%	27k	132.46	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$3.5M	+127%	72k	48.82	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$3.5M	+4%	13k	258.63	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$3.5M	+61%	72k	48.35	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$3.5M	+4%	53k	66.00	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$3.4M	+3%	70k	49.52	View chart
Adobe Systems Incorporated (ADBE)	0.0	$3.2M	+43%	8.4k	383.53	View chart
Texas Instruments Incorporated (TXN)	0.0	$3.2M		18k	179.71	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$3.2M	+100%	4.00	798441.50	View chart
Palo Alto Networks (PANW)	0.0	$3.2M	+72%	19k	170.65	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$3.2M		39k	81.73	View chart
Duke Energy Corp Com New (DUK)	0.0	$3.2M	+9%	26k	121.97	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.0	$3.2M	+21%	68k	46.74	View chart
salesforce (CRM)	0.0	$3.1M	+4%	12k	268.36	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$3.1M	+7%	30k	104.57	View chart
Altria (MO)	0.0	$3.1M	-10%	52k	60.02	View chart
Northrop Grumman Corporation (NOC)	0.0	$3.1M	+52%	6.1k	512.07	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$3.1M	+102%	18k	170.89	View chart
Waste Management (WM)	0.0	$3.1M	+6%	13k	231.53	View chart
Blackrock (BLK)	0.0	$3.1M	+4%	3.2k	946.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$3.0M	-48%	10k	288.14	View chart
3M Company (MMM)	0.0	$3.0M	+24%	20k	146.86	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$3.0M	+37%	9.5k	312.05	View chart
Deere & Company (DE)	0.0	$3.0M		6.3k	469.39	View chart
Fortinet (FTNT)	0.0	$3.0M	+68%	31k	96.26	View chart
Southern Company (SO)	0.0	$2.9M	+4%	32k	91.95	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$2.9M		15k	190.58	View chart
Advanced Micro Devices (AMD)	0.0	$2.9M	+125%	28k	102.74	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$2.9M	+18%	5.3k	542.46	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.0	$2.9M	-8%	57k	50.73	View chart
Booking Holdings (BKNG)	0.0	$2.9M	+36%	622.00	4610.59	View chart
Fs Kkr Capital Corp (FSK)	0.0	$2.9M	+32%	137k	20.95	View chart
Marriott Intl Cl A (MAR)	0.0	$2.8M	-10%	12k	238.20	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$2.8M	+89%	52k	54.76	View chart
Ishares Tr Residential Mult (REZ)	0.0	$2.8M	+24%	32k	86.42	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$2.8M	-2%	26k	106.65	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$2.8M	+12%	48k	57.57	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$2.7M	+188%	59k	46.31	View chart
Amgen (AMGN)	0.0	$2.7M	+2%	8.8k	311.57	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$2.7M		57k	47.60	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$2.7M		30k	92.29	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$2.7M		88k	31.02	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$2.7M	+288%	29k	93.66	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$2.7M	+11%	75k	35.88	View chart
TJX Companies (TJX)	0.0	$2.7M	+13%	22k	121.79	View chart
First Horizon National Corporation (FHN)	0.0	$2.7M	NEW	138k	19.42	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$2.7M	+6%	68k	39.37	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.0	$2.6M	-2%	260k	10.14	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$2.6M	+21%	20k	134.30	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$2.6M	+325%	76k	34.25	View chart
Palantir Technologies Cl A (PLTR)	0.0	$2.6M	+16%	31k	84.40	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$2.5M	-13%	28k	92.83	View chart
Abbott Laboratories (ABT)	0.0	$2.5M	-5%	19k	132.65	View chart
UMB Financial Corporation (UMBF)	0.0	$2.5M	NEW	25k	101.10	View chart
Thermo Fisher Scientific (TMO)	0.0	$2.5M	+10%	5.1k	497.63	View chart
Boeing Company (BA)	0.0	$2.5M	+33%	15k	170.56	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.0	$2.5M	+45%	50k	50.28	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$2.5M		10k	244.64	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$2.5M	+24%	62k	39.69	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.0	$2.5M	+97%	57k	43.01	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.0	$2.4M	+15%	47k	51.50	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$2.4M	+4%	12k	206.50	View chart
Allegheny Technologies Incorporated (ATI)	0.0	$2.4M	-10%	46k	52.03	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$2.4M	-8%	22k	110.46	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.0	$2.4M	+78%	19k	121.91	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$2.3M		24k	97.48	View chart
Travelers Companies (TRV)	0.0	$2.3M	+54%	8.8k	264.47	View chart
Lowe's Companies (LOW)	0.0	$2.3M	-15%	10k	233.25	View chart
American Express Company (AXP)	0.0	$2.3M	+10%	8.6k	269.07	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$2.3M	+16%	56k	40.46	View chart
Casey's General Stores (CASY)	0.0	$2.3M	+56%	5.2k	434.06	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.0	$2.2M	+69%	43k	52.52	View chart
Illinois Tool Works (ITW)	0.0	$2.2M	+14%	8.9k	248.01	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$2.2M	+4%	20k	111.09	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$2.2M	+14%	19k	115.95	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$2.2M	-14%	44k	49.62	View chart
Comcast Corp Cl A (CMCSA)	0.0	$2.2M	+51%	59k	36.90	View chart
United Parcel Service CL B (UPS)	0.0	$2.2M	+24%	20k	109.99	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$2.2M		13k	166.00	View chart
Nextera Energy (NEE)	0.0	$2.1M	-16%	30k	70.89	View chart
Citigroup Com New (C)	0.0	$2.1M	+60%	30k	70.99	View chart
Chubb (CB)	0.0	$2.1M	+44%	7.0k	302.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.0	$2.1M	+35%	62k	34.20	View chart

Past Filings by Focus Partners Advisor Solutions

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

Focus Partners Advisor Solutions 2025 Q1 filed May 15, 2025
Focus Partners Advisor Solutions 2024 Q4 filed Feb. 18, 2025
Buckingham Strategic Partners 2024 Q3 filed Nov. 14, 2024
Buckingham Strategic Partners 2024 Q1 filed May 15, 2024
Buckingham Strategic Partners 2023 Q4 filed Feb. 14, 2024
Buckingham Strategic Partners 2023 Q3 filed Nov. 15, 2023
Buckingham Strategic Partners 2023 Q2 filed Aug. 14, 2023
Buckingham Strategic Partners 2023 Q1 filed May 15, 2023
Buckingham Strategic Partners 2022 Q4 filed Feb. 14, 2023
Buckingham Strategic Partners 2022 Q3 filed Nov. 14, 2022
Buckingham Strategic Partners 2022 Q2 filed Aug. 12, 2022
Buckingham Strategic Partners 2022 Q1 filed May 10, 2022
Buckingham Strategic Partners 2021 Q4 filed Feb. 10, 2022

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