FF

FOCUS FINANCIAL NETWORK INC /ADV

13F
FOCUS FINANCIAL NETWORK INC /ADV
Last update 2024-02-13 699 Stocks (0 new)
Value $2.65 Bil Turnover 0 %
Countries:
Top Holdings: AAPL(4.82%)SCHG(4.59%)IVV(4.06%)SCHD(3.61%)QQQ(3.48%)
Summary Stock Picks Current Portfolio
FOCUS FINANCIAL NETWORK INC /A... Top Holdings of 2023-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
664,314
127,900.3
0%
4.820
0%
0.000
+21.96%
-15.93%
3,136,672.8
Hardware
SCHG
Schwab U.S. Large-Cap Growth ETF
1,467,650
121,792.2
0%
4.590
0%
0.580
+31.16%
+4.91%
44,212.1
 
IVV
iShares Core S&P 500 ETF
225,781
107,839.7
0%
4.060
0%
0.030
+25.36%
+6.55%
618,966.2
 
SCHD
Schwab US Dividend Equity ETF
1,258,786
95,831.4
0%
3.610
0%
0.200
+13.44%
+1.89%
71,172.7
 
QQQ
INVESCO QQQ Trust
225,659
92,460.6
0%
3.480
0%
0.040
+32.90%
+8.32%
354,740.4
 
NVDA
NVIDIA Corp
1,673,550
82,877.8
0%
3.120
0%
0.010
+66.17%
+19.17%
3,902,204.2
Semiconductors
AMZN
Amazon.com Inc
420,931
63,956.3
0%
2.410
0%
0.000
+28.54%
-0.01%
2,328,803.1
Retail - Cyclical
SCHV
Schwab U.S. Large-Cap Value ETF
773,436
54,217.9
0%
2.040
0%
0.530
+19.27%
+8.31%
12,744.8
 
MSFT
Microsoft Corp
140,964
53,007.9
0%
2.000
0%
0.000
+40.32%
+18.28%
3,691,149.9
Software
UNH
UnitedHealth Group Inc
78,830
41,501.3
0%
1.560
0%
0.010
-43.97%
-38.48%
279,127.1
Healthcare Plans

FOCUS FINANCIAL NETWORK INC /ADV's Historical Top Holdings Breakdowns

FOCUS FINANCIAL NETWORK INC /ADV Total Holding History ($B)

To

FOCUS FINANCIAL NETWORK INC /ADV's Asset Allocation

To

FOCUS FINANCIAL NETWORK INC /ADV Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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FOCUS FINANCIAL NETWORK INC /ADV's Hypothetical Growth since 2023-12-31

FOCUS FINANCIAL NETWORK INC /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

FOCUS FINANCIAL NETWORK INC /ADV's Holdings Heat Map

Size field:

FOCUS FINANCIAL NETWORK INC /ADV's Holdings Bubble Chart

FOCUS FINANCIAL NETWORK INC /ADV News

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