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
+4.21%
-14.76%
3,180,434.8
Hardware
SCHG
Schwab U.S. Large-Cap Growth ETF
1,467,650
121,792.2
0%
4.590
0%
0.580
+23.09%
+7.07%
45,486.2
 
IVV
iShares Core S&P 500 ETF
225,781
107,839.7
0%
4.060
0%
0.030
+18.24%
+8.37%
638,843.6
 
SCHD
Schwab US Dividend Equity ETF
1,258,786
95,831.4
0%
3.610
0%
0.200
+8.15%
+1.54%
71,094.0
 
QQQ
INVESCO QQQ Trust
225,659
92,460.6
0%
3.480
0%
0.040
+23.58%
+10.05%
357,770.1
 
NVDA
NVIDIA Corp
1,673,550
82,877.8
0%
3.120
0%
0.010
+64.88%
+26.12%
4,129,788.9
Semiconductors
AMZN
Amazon.com Inc
420,931
63,956.3
0%
2.410
0%
0.000
+25.87%
+3.62%
2,413,415.4
Retail - Cyclical
SCHV
Schwab U.S. Large-Cap Value ETF
773,436
54,217.9
0%
2.040
0%
0.530
+12.30%
+9.47%
12,928.3
 
MSFT
Microsoft Corp
140,964
53,007.9
0%
2.000
0%
0.000
+34.69%
+19.88%
3,741,101.1
Software
UNH
UnitedHealth Group Inc
78,830
41,501.3
0%
1.560
0%
0.010
-32.41%
-42.58%
260,535.3
Healthcare Plans

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

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

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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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