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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, AAPL, SCHD, and represent 26.11% of Focus Financial Network's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$7.4M), SDVY (+$5.8M), IMTM, ILTB, VGLT, JPST, AOR, EFV, AOM, EMLP.
Started 38 new stock positions in WSM, PLTR, DBP, SDVY, NDSN, VRT, ICVT, SOUN, QLTY, RSPR.
Reduced shares in these 10 stocks: SLYV (-$5.5M), SPLG, SCHO, VHT, GTO, BLES, VT, JMST, AVGO, VFH.
Sold out of its positions in ARKW, ARKF, DRLL, COR, BLK, BDJ, FANG, EW, QQEW, FXL.
Focus Financial Network was a net buyer of stock by $44M.
Focus Financial Network has $2.4B in assets under management (AUM), dropping by 4.59%.
Central Index Key (CIK): 0002010942

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Portfolio Holdings for Focus Financial Network

Focus Financial Network holds 668 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Focus Financial Network has 668 total positions. Only the first 250 positions are shown.

Sign up to view all of the Focus Financial Network Sept. 30, 2024 positions
Download the Focus Financial Network September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	9.3	$228M	+3%	1.9M	121.45	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.9	$119M		1.1M	104.18	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.6	$113M		196k	576.82	View chart
Apple (AAPL)	3.8	$93M		401k	233.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.5	$87M	+2%	1.0M	84.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.3	$80M		164k	488.07	View chart
Amazon (AMZN)	2.4	$59M		316k	186.33	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.0	$50M	+2%	491k	101.27	View chart
Microsoft Corporation (MSFT)	1.3	$33M		76k	430.30	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	1.2	$30M	-3%	376k	80.37	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	1.2	$30M		299k	100.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$30M		233k	128.20	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	1.1	$28M		283k	98.12	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.1	$27M	+6%	267k	102.58	View chart
UnitedHealth (UNH)	1.1	$27M	-2%	46k	584.68	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.1	$27M		596k	45.51	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.1	$27M		417k	64.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$27M	+3%	58k	460.26	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$24M		45k	529.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$24M	-2%	41k	573.75	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.9	$22M	-11%	326k	67.51	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.9	$22M		328k	66.52	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.9	$22M		243k	88.14	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.8	$20M	+7%	527k	37.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$18M		90k	198.89	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.7	$17M	-9%	353k	48.30	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$17M		93k	179.30	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.7	$17M	+33%	313k	53.27	View chart
Select Sector Spdr Tr Technology (XLK)	0.7	$17M		74k	225.76	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$16M		169k	95.75	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$15M	-2%	223k	67.85	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.6	$15M		124k	120.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$15M		88k	165.85	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$14M	+3%	212k	67.27	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$14M		171k	83.21	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$14M	+3%	70k	200.85	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$14M	-3%	167k	83.09	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.6	$14M	+2%	205k	66.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$13M	+3%	273k	47.85	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.5	$13M	+12%	280k	46.39	View chart
Servicenow (NOW)	0.5	$12M		13k	894.39	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$12M		146k	78.69	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$11M	+25%	233k	47.12	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$11M	-2%	210k	51.50	View chart
Eli Lilly & Co. (LLY)	0.4	$11M	-2%	12k	885.92	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.4	$9.6M		207k	46.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$9.6M		182k	52.81	View chart
Costco Wholesale Corporation (COST)	0.4	$9.5M		11k	886.50	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.4	$8.9M		292k	30.44	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$8.7M	+28%	80k	108.63	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.3	$8.5M	-3%	208k	41.12	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$8.5M	+2%	43k	197.17	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$8.4M	+3%	178k	47.52	View chart
3M Company (MMM)	0.3	$8.4M		62k	136.70	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.3	$8.4M	+2%	171k	49.47	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$8.4M	-5%	56k	151.62	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$8.3M	-2%	29k	284.03	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$7.8M	-2%	94k	83.15	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$7.8M	-2%	73k	107.65	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.3	$7.8M	+9%	153k	50.60	View chart
Vanguard World Health Car Etf (VHT)	0.3	$7.6M	-23%	27k	283.37	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$7.6M		28k	267.37	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.3	$7.6M	+66%	168k	45.11	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$7.5M	+69%	131k	57.53	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.3	$7.5M		297k	25.13	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.3	$7.4M		178k	41.49	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$7.4M	+11%	67k	109.33	View chart
Xcel Energy (XEL)	0.3	$7.3M	+4%	110k	65.84	View chart
JPMorgan Chase & Co. (JPM)	0.3	$7.2M		34k	210.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$6.4M	+8%	27k	243.06	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.3	$6.3M		114k	54.99	View chart
Target Corporation (TGT)	0.2	$6.0M		38k	155.86	View chart
Broadcom (AVGO)	0.2	$5.9M	-18%	35k	172.50	View chart
Tesla Motors (TSLA)	0.2	$5.8M		22k	261.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$5.8M	+31%	33k	174.57	View chart
Pentair SHS (PNR)	0.2	$5.8M		59k	97.79	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.2	$5.8M	NEW	159k	36.38	View chart
Johnson & Johnson (JNJ)	0.2	$5.7M		35k	162.06	View chart
Meta Platforms Cl A (META)	0.2	$5.4M	+2%	9.5k	572.42	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.2	$5.4M		117k	46.55	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$5.1M	+2%	29k	179.16	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$5.1M	-7%	33k	154.02	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$5.1M	+280%	100k	50.74	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$5.0M		57k	87.80	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.2	$5.0M	NEW	123k	40.38	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$4.9M	-14%	97k	50.22	View chart
Ecolab (ECL)	0.2	$4.8M		19k	255.90	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$4.6M		56k	83.00	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$4.6M		23k	200.37	View chart
Procter & Gamble Company (PG)	0.2	$4.5M	+12%	26k	173.20	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$4.5M	+4%	79k	56.57	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$4.5M		12k	383.94	View chart
Delta Air Lines Inc Del Com New (DAL)	0.2	$4.5M		88k	50.79	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.2	$4.5M		225k	19.78	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$4.4M	-10%	7.5k	587.47	View chart
Home Depot (HD)	0.2	$4.4M		11k	405.21	View chart
Caterpillar (CAT)	0.2	$4.3M		11k	391.13	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$4.3M	-38%	88k	48.98	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$4.3M		85k	49.94	View chart
Nvent Electric SHS (NVT)	0.2	$4.3M		61k	70.26	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$4.3M		39k	109.04	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$4.2M	+4%	57k	75.11	View chart
Abbott Laboratories (ABT)	0.2	$4.2M		37k	114.01	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.2	$4.1M	NEW	67k	61.54	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$4.1M		45k	91.31	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.2	$4.1M		31k	132.25	View chart
McDonald's Corporation (MCD)	0.2	$4.1M	-2%	14k	304.51	View chart
Exxon Mobil Corporation (XOM)	0.2	$4.1M		35k	117.22	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$3.9M	+3%	41k	95.81	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$3.9M	-4%	55k	71.73	View chart
Visa Com Cl A (V)	0.2	$3.9M		14k	274.95	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$3.9M	+24%	43k	91.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$3.8M		23k	167.19	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.8M	+10%	33k	116.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.2	$3.8M		118k	32.23	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$3.8M	+3%	72k	52.66	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$3.8M	+61%	38k	98.10	View chart
Cambria Etf Tr Glb Asset Allo (GAA)	0.2	$3.7M	+70%	123k	30.21	View chart
Honeywell International (HON)	0.1	$3.6M		18k	206.71	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$3.6M	NEW	61k	59.24	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$3.6M		15k	237.92	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$3.5M	+116%	150k	23.45	View chart
Abbvie (ABBV)	0.1	$3.5M		18k	197.48	View chart
Vanguard World Financials Etf (VFH)	0.1	$3.5M	-24%	32k	110.46	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$3.5M	+20%	60k	58.08	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$3.5M	+5%	41k	84.04	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$3.4M	+31%	56k	61.11	View chart
Wells Fargo & Company (WFC)	0.1	$3.4M		60k	56.49	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$3.3M	+2%	106k	31.08	View chart
Medtronic SHS (MDT)	0.1	$3.2M	-3%	35k	90.74	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$3.1M		53k	59.21	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$3.1M		43k	71.76	View chart
Ares Capital Corporation (ARCC)	0.1	$3.0M	-7%	145k	20.94	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$3.0M	-2%	66k	45.32	View chart
Us Bancorp Del Com New (USB)	0.1	$3.0M	+2%	64k	46.23	View chart
Wal-Mart Stores (WMT)	0.1	$2.8M	+2%	35k	80.75	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$2.8M	+10%	85k	33.25	View chart
Shopify Cl A (SHOP)	0.1	$2.8M	-2%	35k	80.14	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$2.7M		10k	263.82	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.7M	-35%	54k	50.94	View chart
General Mills (GIS)	0.1	$2.7M	+10%	37k	73.85	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$2.7M	-2%	22k	126.18	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$2.7M	+2%	14k	191.31	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$2.7M	+1012%	81k	33.60	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$2.6M	+54%	52k	50.60	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.1	$2.6M		43k	61.20	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$2.6M		28k	93.11	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.1	$2.6M	+5%	34k	76.59	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.1	$2.6M	+78%	48k	53.53	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$2.6M		79k	32.67	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$2.6M	+22%	34k	75.17	View chart
Ssga Active Tr Spdr Dbleln Shrt (STOT)	0.1	$2.6M	+59%	54k	47.47	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.5M		5.1k	493.77	View chart
Donaldson Company (DCI)	0.1	$2.5M		34k	73.70	View chart
Chevron Corporation (CVX)	0.1	$2.5M		17k	147.27	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$2.5M	+4%	50k	49.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$2.5M	-9%	66k	37.70	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$2.5M	-69%	28k	86.82	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$2.5M	+2%	25k	96.52	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	0.1	$2.4M		54k	44.12	View chart
Pepsi (PEP)	0.1	$2.4M	-4%	14k	170.05	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$2.4M	+2%	25k	96.95	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.1	$2.4M	+14%	40k	59.28	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$2.4M		21k	113.29	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.3M	-3%	3.8k	618.96	View chart
Gra (GGG)	0.1	$2.3M	-6%	27k	87.51	View chart
SPS Commerce (SPSC)	0.1	$2.3M	+15%	12k	194.17	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.3M	+8%	39k	59.51	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.1	$2.3M	+5%	20k	115.55	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$2.3M	+4%	12k	189.81	View chart
Bank of America Corporation (BAC)	0.1	$2.3M		57k	39.68	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$2.2M	+12%	28k	80.78	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$2.2M		23k	98.23	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.2M	-27%	38k	57.41	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$2.2M	+16%	27k	81.23	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.1	$2.2M	+9%	20k	110.40	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$2.1M	+2%	21k	104.67	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$2.1M		15k	142.04	View chart
Palo Alto Networks (PANW)	0.1	$2.1M	-12%	6.2k	341.80	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.1M		4.9k	424.38	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$2.1M		24k	86.24	View chart
Danaher Corporation (DHR)	0.1	$2.1M		7.5k	278.02	View chart
Waste Management (WM)	0.1	$2.0M	-3%	9.9k	207.59	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.0M	+4%	5.3k	375.40	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Muni (BSMO)	0.1	$2.0M	+7%	80k	24.82	View chart
Boeing Company (BA)	0.1	$2.0M	-16%	13k	152.04	View chart
Coca-Cola Company (KO)	0.1	$2.0M	+4%	27k	72.34	View chart
Amgen (AMGN)	0.1	$2.0M		6.1k	322.22	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$1.9M		43k	45.70	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.9M	-6%	3.4k	569.68	View chart
Travelers Companies (TRV)	0.1	$1.9M		8.2k	234.11	View chart
Netflix (NFLX)	0.1	$1.9M		2.7k	709.29	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$1.9M	+44%	37k	50.88	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.9M	-7%	64k	29.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.1	$1.9M	-15%	27k	68.99	View chart
Dbx Etf Tr Xtrackers S&p (SNPE)	0.1	$1.9M	+2%	36k	52.58	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$1.9M	-2%	38k	49.31	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$1.8M	-11%	34k	53.63	View chart
Api Group Corp Com Stk (APG)	0.1	$1.8M		55k	33.02	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$1.8M	+5%	17k	108.93	View chart
Oracle Corporation (ORCL)	0.1	$1.8M	+2%	11k	170.41	View chart
Aim Etf Products Trust Allianzim Us Lrg (AUGW)	0.1	$1.8M	+10%	61k	28.84	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.1	$1.7M		44k	39.46	View chart
Advanced Micro Devices (AMD)	0.1	$1.7M	+24%	11k	164.09	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$1.7M	-3%	16k	104.17	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$1.7M	+3%	37k	45.49	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.6M	-2%	3.2k	517.72	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.6M		8.1k	202.75	View chart
Fiserv (FI)	0.1	$1.6M		9.1k	179.65	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$1.6M	+48%	36k	44.79	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$1.6M	-4%	7.3k	220.89	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.6M	+4%	7.9k	200.78	View chart
American Express Company (AXP)	0.1	$1.6M	+2%	5.8k	271.19	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$1.6M	-2%	7.4k	211.83	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.6M		4.4k	353.48	View chart
Pfizer (PFE)	0.1	$1.5M	-9%	52k	28.94	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$1.5M	-13%	6.7k	220.06	View chart
Omega Healthcare Investors (OHI)	0.1	$1.5M		36k	40.70	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$1.5M	-3%	35k	41.16	View chart
International Business Machines (IBM)	0.1	$1.4M	+3%	6.6k	221.07	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.1	$1.4M	+5%	26k	56.63	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$1.4M	-2%	13k	108.79	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.4M		2.4k	584.59	View chart
Southern Company (SO)	0.1	$1.4M		16k	90.18	View chart
Iron Mountain (IRM)	0.1	$1.4M		12k	119.55	View chart
Autodesk (ADSK)	0.1	$1.4M	-7%	5.1k	275.48	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.4M		12k	115.30	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.4M	-34%	8.0k	174.50	View chart
Boston Scientific Corporation (BSX)	0.1	$1.4M	+2%	17k	83.80	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$1.4M		67k	20.49	View chart
Cisco Systems (CSCO)	0.1	$1.4M	-7%	26k	53.22	View chart
Otter Tail Corporation (OTTR)	0.1	$1.4M		18k	78.16	View chart
Independence Realty Trust In (IRT)	0.1	$1.4M	-7%	66k	20.66	View chart
Intuit (INTU)	0.1	$1.3M	-3%	2.2k	621.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$1.3M		28k	48.56	View chart
Global X Fds Us Pfd Etf (PFFD)	0.1	$1.3M	+3%	64k	20.78	View chart
Sila Realty Trust Common Stock (SILA)	0.1	$1.3M	-12%	52k	25.42	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Muni (BSMP)	0.1	$1.3M	+11%	54k	24.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.3M	-4%	16k	83.63	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$1.3M		33k	39.27	View chart
Sherwin-Williams Company (SHW)	0.1	$1.3M		3.4k	381.66	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.3M	-4%	20k	64.81	View chart
Merck & Co (MRK)	0.1	$1.3M	-2%	11k	114.34	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.1	$1.3M		18k	71.02	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.3M	-4%	9.3k	135.07	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$1.2M	+5%	17k	72.97	View chart
Altria (MO)	0.1	$1.2M	-4%	24k	52.06	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.2M		37k	33.23	View chart
Oneok (OKE)	0.1	$1.2M		14k	91.13	View chart
Main Street Capital Corporation (MAIN)	0.0	$1.2M	+5%	24k	50.14	View chart

Past Filings by Focus Financial Network

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

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
Focus Financial Network 2019 Q2 filed July 24, 2024
Focus Financial Network 2019 Q3 filed July 24, 2024

View all past filings

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