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Focus Financial Network

Latest statistics and disclosures from Focus Financial Network's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, SCHG, IVV, SCHD, AAPL, and represent 24.71% of Focus Financial Network's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$7.5M), AGG (+$7.5M), SDVY (+$6.8M), AIRR, IEF, QUAL, DBEF, XTEN, NOW, SCHD.
Started 48 new stock positions in WPM, PFG, AMCR, XLB, MCK, BLES, HEFA, YUM, XTEN, GDX.
Reduced shares in these 10 stocks: XSVM (-$6.4M), AOM, EFG, RDDT, CGW, MGK, MDYG, TLT, AAPL, EFV.
Sold out of its positions in BRK.A, TECH, CCL, CL, CEG, EW, EXAS, NUKZ, FSK, FSCO.
Focus Financial Network was a net buyer of stock by $55M.
Focus Financial Network has $2.4B in assets under management (AUM), dropping by -2.78%.
Central Index Key (CIK): 0002010942

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Portfolio Holdings for Focus Financial Network

Focus Financial Network holds 684 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Focus Financial Network has 684 total positions. Only the first 250 positions are shown.

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Download the Focus Financial Network March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	8.4	$206M	+3%	1.9M	108.39	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.7	$115M		4.6M	25.04	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.4	$107M		190k	561.90	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.7	$91M	+2%	3.3M	27.96	View chart
Apple (AAPL)	3.5	$86M		388k	222.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.1	$77M		163k	468.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.6	$64M	+13%	644k	98.92	View chart
Amazon (AMZN)	2.5	$62M		323k	190.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$33M	+2%	62k	532.58	View chart
Microsoft Corporation (MSFT)	1.2	$30M		80k	375.39	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.2	$30M	+12%	315k	95.37	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.1	$28M	+7%	303k	91.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$28M	-3%	215k	128.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$28M	+5%	444k	62.10	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.1	$27M		1.0M	26.58	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	1.1	$27M		299k	88.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$26M		51k	513.91	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$25M	+6%	45k	559.39	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.0	$25M		610k	40.76	View chart
UnitedHealth (UNH)	0.9	$23M	-4%	43k	523.75	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.9	$22M	-3%	337k	65.76	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.9	$22M	+2%	603k	36.14	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.8	$21M		242k	85.07	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$20M	+3%	935k	21.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.8	$19M		98k	193.99	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$18M	+22%	107k	170.89	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.7	$18M		374k	46.93	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$18M	+11%	189k	92.83	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.7	$17M	+2%	334k	50.00	View chart
Servicenow (NOW)	0.7	$16M	+17%	21k	796.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.7	$16M	+7%	315k	50.83	View chart
Select Sector Spdr Tr Technology (XLK)	0.6	$15M		74k	206.48	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$14M		217k	66.34	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$14M		645k	22.08	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$14M	-3%	74k	193.02	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.6	$14M	-2%	120k	113.76	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$14M		170k	79.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$13M	+3%	294k	45.26	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$13M		86k	154.64	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.5	$13M		201k	62.75	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.5	$13M	+119%	372k	33.50	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.5	$12M	-3%	221k	53.52	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$11M		146k	78.28	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$11M	-4%	432k	26.20	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$11M	+24%	58k	190.58	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.4	$11M	-2%	238k	46.07	View chart
Costco Wholesale Corporation (COST)	0.4	$11M		12k	945.74	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.4	$11M	+31%	242k	43.30	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$9.6M		410k	23.43	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.4	$9.2M	+3%	310k	29.82	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.4	$9.1M	+3%	394k	23.16	View chart
3M Company (MMM)	0.4	$9.0M		62k	146.86	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$9.0M	+4%	196k	46.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$8.8M	+9%	32k	274.84	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$8.7M	+4%	83k	105.44	View chart
JPMorgan Chase & Co. (JPM)	0.4	$8.6M		35k	245.30	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$8.5M	+7%	30k	288.14	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$8.5M	+6%	174k	48.76	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$7.8M	+3%	45k	172.74	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.3	$7.7M	+9%	288k	26.89	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$7.7M		391k	19.78	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$7.6M		92k	82.73	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$7.5M		190k	39.69	View chart
Xcel Energy (XEL)	0.3	$7.4M	-4%	104k	70.79	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$7.2M	-16%	123k	58.94	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.3	$7.2M		193k	37.50	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$7.2M		29k	251.77	View chart
Eli Lilly & Co. (LLY)	0.3	$7.1M	-8%	8.6k	825.93	View chart
Meta Platforms Cl A (META)	0.3	$6.9M	+6%	12k	576.34	View chart
Vanguard World Health Car Etf (VHT)	0.3	$6.9M	-2%	26k	264.73	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$6.8M	+13%	49k	140.44	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$6.7M	+4%	72k	93.45	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$6.2M	+13%	107k	58.54	View chart
Tesla Motors (TSLA)	0.2	$5.8M	+3%	23k	259.16	View chart
Broadcom (AVGO)	0.2	$5.7M	+4%	34k	167.43	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$5.6M	-32%	56k	100.00	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.2	$5.5M	-33%	126k	43.88	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$5.5M	+13%	110k	49.81	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$5.4M		28k	197.46	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$5.3M		30k	173.23	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.2	$5.2M		113k	45.78	View chart
Pentair SHS (PNR)	0.2	$5.1M		58k	87.48	View chart
Visa Com Cl A (V)	0.2	$5.1M	+2%	15k	350.46	View chart
Johnson & Johnson (JNJ)	0.2	$5.0M	-3%	30k	165.84	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$5.0M	+6%	88k	56.47	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.2	$4.9M		123k	39.94	View chart
Abbott Laboratories (ABT)	0.2	$4.8M		36k	132.65	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$4.8M	+4%	95k	50.33	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$4.7M	+2%	192k	24.34	View chart
Ecolab (ECL)	0.2	$4.7M		18k	253.53	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$4.6M		56k	81.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$4.3M	-2%	59k	73.45	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.2	$4.3M		226k	19.07	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$4.3M		46k	93.66	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$4.3M		47k	91.73	View chart
McDonald's Corporation (MCD)	0.2	$4.3M		14k	312.38	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$4.2M	+3%	74k	57.61	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$4.2M	-3%	11k	370.82	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$4.1M	+7%	75k	54.76	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$4.1M	-4%	82k	49.85	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$4.1M		7.5k	542.41	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$4.1M	-2%	28k	146.01	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$4.1M		38k	106.65	View chart
Procter & Gamble Company (PG)	0.2	$4.0M	-4%	24k	170.42	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$4.0M	-2%	54k	74.72	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$4.0M	+3%	76k	52.37	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$4.0M	+2%	32k	125.97	View chart
Target Corporation (TGT)	0.2	$3.9M		38k	104.36	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.9M	+3%	37k	104.57	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$3.9M	-7%	41k	93.78	View chart
Wells Fargo & Company (WFC)	0.2	$3.8M		53k	71.79	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.8M	+2%	32k	118.93	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$3.8M	+8%	117k	32.37	View chart
Ares Capital Corporation (ARCC)	0.2	$3.7M	-2%	169k	22.16	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.2	$3.7M	+8%	46k	80.99	View chart
Home Depot (HD)	0.2	$3.7M	-7%	10k	366.49	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$3.7M		114k	32.28	View chart
Wal-Mart Stores (WMT)	0.1	$3.7M	+4%	42k	87.79	View chart
Caterpillar (CAT)	0.1	$3.6M		11k	329.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.1	$3.6M		120k	29.75	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$3.5M	+8%	94k	37.49	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$3.5M	+2%	64k	55.09	View chart
Honeywell International (HON)	0.1	$3.5M	-5%	17k	211.75	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$3.4M	NEW	50k	68.21	View chart
Vanguard World Financials Etf (VFH)	0.1	$3.4M		29k	119.47	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$3.4M		78k	43.60	View chart
Abbvie (ABBV)	0.1	$3.4M		16k	209.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$3.3M	+3%	21k	156.23	View chart
Medtronic SHS (MDT)	0.1	$3.2M	+3%	36k	89.86	View chart
Nvent Electric SHS (NVT)	0.1	$3.2M		61k	52.42	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$3.2M	+51%	59k	53.97	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.1M	+2%	55k	57.14	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$3.1M	+2%	62k	50.66	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$3.1M		131k	23.61	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	0.1	$3.0M		64k	47.25	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$3.0M	+11%	59k	50.71	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$2.8M	+18%	50k	56.13	View chart
Chevron Corporation (CVX)	0.1	$2.8M		17k	167.29	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$2.8M	+5%	53k	52.38	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$2.8M	+9%	16k	173.56	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.1	$2.7M	-6%	92k	29.58	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.7M	+310%	59k	46.02	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.7M	+2%	4.9k	548.08	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$2.7M	+8%	29k	92.79	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$2.7M	+12%	60k	44.09	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.6M	-2%	52k	50.85	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.6M		10k	258.62	View chart
Shopify Cl A (SHOP)	0.1	$2.6M	-14%	27k	95.48	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$2.6M	+6%	87k	29.54	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$2.6M	+7%	28k	92.53	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$2.6M		21k	121.91	View chart
Netflix (NFLX)	0.1	$2.5M	+4%	2.7k	932.56	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$2.5M		33k	76.62	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.1	$2.5M	+3%	20k	124.59	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$2.5M	-25%	31k	78.85	View chart
Bank of America Corporation (BAC)	0.1	$2.4M		58k	41.73	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$2.4M	NEW	52k	46.57	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$2.4M		34k	70.42	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$2.4M	+75%	31k	78.55	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.4M	+111%	29k	81.73	View chart
Us Bancorp Del Com New (USB)	0.1	$2.4M	-12%	56k	42.22	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.1	$2.4M	-9%	97k	24.48	View chart
Donaldson Company (DCI)	0.1	$2.3M		35k	67.06	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$2.3M	+4%	27k	85.20	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$2.3M	-2%	28k	83.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$2.3M	+31%	39k	58.96	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$2.3M	+6%	20k	111.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.2M	+6%	6.2k	361.10	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.1	$2.2M	-15%	90k	24.86	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$2.2M		20k	109.44	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.2M	+83%	12k	188.17	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$2.2M	-4%	25k	88.00	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$2.2M	+57%	17k	129.47	View chart
Travelers Companies (TRV)	0.1	$2.1M		8.0k	264.44	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$2.1M	+94%	34k	61.89	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$2.1M	+4%	16k	135.68	View chart
Fiserv (FI)	0.1	$2.1M	+4%	9.5k	220.83	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.1M		23k	90.54	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$2.1M	+344%	27k	75.65	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$2.0M		20k	99.88	View chart
Gra (GGG)	0.1	$2.0M	-14%	24k	83.51	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$2.0M	-2%	25k	78.40	View chart
Boeing Company (BA)	0.1	$2.0M	-4%	12k	170.56	View chart
Coca-Cola Company (KO)	0.1	$2.0M	-3%	27k	72.12	View chart
Waste Management (WM)	0.1	$1.9M		8.3k	231.51	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$1.9M	-7%	4.5k	419.86	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$1.9M	+139%	60k	31.38	View chart
Api Group Corp Com Stk (APG)	0.1	$1.9M	-2%	52k	35.76	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$1.9M	+510%	79k	23.61	View chart
Thermo Fisher Scientific (TMO)	0.1	$1.9M		3.7k	497.55	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$1.9M	+28%	35k	53.01	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.1	$1.8M	+127%	33k	56.85	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$1.8M		42k	43.90	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	0.1	$1.8M	-3%	70k	26.11	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.8M	+3%	9.6k	188.16	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$1.8M	-4%	41k	43.40	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$1.8M	+17%	15k	116.55	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$1.8M	-22%	35k	50.63	View chart
Pepsi (PEP)	0.1	$1.8M	-15%	12k	149.94	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.8M	+4%	11k	160.54	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.8M	+6%	40k	44.59	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.7M	+7%	8.7k	202.13	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.1	$1.7M		44k	39.67	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.7M		7.8k	221.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$1.7M	-5%	51k	34.20	View chart
Aim Etf Products Trust Allianzim Us Lrg (AUGW)	0.1	$1.7M	-2%	59k	28.82	View chart
International Business Machines (IBM)	0.1	$1.7M		6.9k	248.65	View chart
Main Street Capital Corporation (MAIN)	0.1	$1.7M	+9%	30k	56.56	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.7M	-2%	61k	27.57	View chart
Palo Alto Networks (PANW)	0.1	$1.7M	-13%	9.8k	170.64	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.1	$1.7M	+5%	33k	50.43	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$1.6M		16k	102.46	View chart
Boston Scientific Corporation (BSX)	0.1	$1.6M	-11%	16k	100.88	View chart
Altria (MO)	0.1	$1.6M		27k	60.02	View chart
Cisco Systems (CSCO)	0.1	$1.6M	+5%	26k	61.71	View chart
Oracle Corporation (ORCL)	0.1	$1.6M	+3%	11k	139.81	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.6M		8.3k	186.29	View chart
Danaher Corporation (DHR)	0.1	$1.6M		7.6k	205.01	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$1.5M	+5%	77k	20.02	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.5M	-8%	2.9k	533.40	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.5M	+10%	4.9k	312.04	View chart
Quantum Computing (QUBT)	0.1	$1.5M	+104%	190k	8.00	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	0.1	$1.5M	+16%	41k	36.84	View chart
Nuveen Minn Quality Mun Inm SHS (NMS)	0.1	$1.5M	+148%	124k	12.06	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.5M	+2%	19k	78.28	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.5M		7.0k	210.95	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.5M		12k	121.97	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU)	0.1	$1.5M	NEW	28k	51.72	View chart
Southern Company (SO)	0.1	$1.5M		16k	91.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.1	$1.4M	-13%	20k	72.53	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.4M	-12%	29k	49.90	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$1.4M	+306%	12k	117.49	View chart
Amgen (AMGN)	0.1	$1.4M	-11%	4.6k	311.54	View chart
Otter Tail Corporation (OTTR)	0.1	$1.4M		18k	80.37	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.4M	+6%	20k	71.43	View chart
American Express Company (AXP)	0.1	$1.4M	-12%	5.2k	269.06	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$1.4M	-23%	24k	57.57	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$1.4M	+80%	27k	51.94	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.4M	-6%	6.9k	199.50	View chart
Verizon Communications (VZ)	0.1	$1.4M	+31%	30k	45.36	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.4M	+3%	8.4k	161.27	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.3M		36k	37.73	View chart
Omega Healthcare Investors (OHI)	0.1	$1.3M		35k	38.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$1.3M		28k	48.79	View chart
Intuit (INTU)	0.1	$1.3M		2.2k	614.00	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.3M		10k	134.29	View chart
Oneok (OKE)	0.1	$1.3M		13k	99.22	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$1.3M	NEW	24k	53.31	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$1.3M		33k	38.25	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.1	$1.3M	-11%	24k	52.72	View chart

Past Filings by Focus Financial Network

SEC 13F filings are viewable for Focus Financial Network going back to 2024

Focus Financial Network 2025 Q1 filed April 15, 2025
Focus Financial Network 2024 Q4 filed Jan. 29, 2025
Focus Financial Network 2024 Q3 filed Oct. 28, 2024
Focus Financial Network 2020 Q1 filed July 24, 2024
Focus Financial Network 2020 Q2 filed July 24, 2024
Focus Financial Network 2020 Q3 filed July 24, 2024
Focus Financial Network 2020 Q4 filed July 24, 2024
Focus Financial Network 2021 Q1 filed July 24, 2024
Focus Financial Network 2021 Q2 filed July 24, 2024
Focus Financial Network 2021 Q3 filed July 24, 2024
Focus Financial Network 2021 Q4 filed July 24, 2024
Focus Financial Network 2022 Q1 filed July 24, 2024
Focus Financial Network 2022 Q2 filed July 24, 2024
Focus Financial Network 2022 Q3 filed July 24, 2024
Focus Financial Network 2022 Q4 filed July 24, 2024
Focus Financial Network 2019 Q1 filed July 24, 2024

View all past filings

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