FF
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Focus Financial Network, Inc.13F | |
| Focus Financial Network, Inc. | |
| Last update 2025-07-10 | 704 Stocks (51 new) |
| Value $2.53 Bil | Turnover 4 % |
Focus Financial Network, Inc. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 1,659,989 | 262,280.5 | -12.50% | 10.360 | -1.05% | 0.010 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 4,814,801 | 140,640.3 | +5.11% | 5.550 | +0.27% | 0.320 | +20.79% | +8.07% | 45,910.6 | ||
QQQ | INVESCO QQQ Trust | 166,170 | 91,666.1 | +1.75% | 3.620 | +0.06% | 0.030 | +21.03% | +10.81% | 360,250.4 | ||
SCHD | Schwab US Dividend Equity ETF | 3,231,634 | 85,638.3 | -0.95% | 3.380 | -0.04% | 0.120 | +7.15% | +1.74% | 71,237.6 | ||
AAPL | Apple Inc | 360,470 | 73,957.6 | -7.03% | 2.920 | -0.25% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
AMZN | Amazon.com Inc | 310,108 | 68,034.5 | -4.01% | 2.690 | -0.10% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
IVV | iShares Core S&P 500 ETF | 107,628 | 66,826.4 | -43.29% | 2.640 | -1.89% | 0.010 | +16.45% | +8.98% | 642,461.0 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 496,895 | 49,292.0 | -22.81% | 1.950 | -0.59% | 0.040 | +1.03% | +3.43% | 128,074.0 | ||
QLD | ProShares Ultra QQQ 2x Shares | 299,166 | 35,251.9 | +0.03% | 1.390 | 0% | 0.410 | +43.69% | +13.75% | 9,117.7 | ||
MSFT | Microsoft Corp | 67,452 | 33,551.2 | -15.96% | 1.320 | -0.20% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software |
Focus Financial Network, Inc.'s Historical Top Holdings Breakdowns
Focus Financial Network, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Reduce Reduce | -1.89% | 498.8 ($573.99) 620.9 | $637.58 | 11.08% | Reduce -43.29% | 107,628 | -82,147 | |
NVDA | NVIDIA Corp | 2025-06-30 | Reduce Reduce | -1.05% | 94.31 ($125.57) 157.99 | $173.74 | 38.36% | Reduce -12.5% | 1,659,989 | -237,146 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Reduce Reduce | -0.77% | 456.74 ($525.37) 568.03 | $583.26 | 11.02% | Reduce -71.7% | 14,476 | -36,683 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-06-30 | Reduce Reduce | -0.59% | 96.82 ($98) 99.46 | $98.29 | 0.30% | Reduce -22.81% | 496,895 | -146,819 | |
JBND | JP MORGAN ETF TRUS | 2025-06-30 | Reduce Reduce | -0.42% | 52.31 ($52.96) 53.89 | $53.12 | 0.30% | Reduce -88.42% | 25,584 | -195,297 | |
DBEF |
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
| 2025-06-30 | Reduce Reduce | -0.38% | 38.18 ($43.38) 45.52 | $44.87 | 3.43% | Reduce -87.37% | 30,533 | -211,198 | |
CALF | Pacer US Small Cap Cash Cows ETF | 2025-06-30 | Reduce Reduce | -0.28% | 32 ($37.46) 39.87 | $41.44 | 10.62% | Reduce -94.05% | 11,462 | -181,117 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-06-30 | Reduce Reduce | -0.28% | 58.41 ($67.22) 72.69 | $74.65 | 11.05% | Reduce -31.15% | 231,974 | -104,955 | |
JPIE | JPMorgan Income ETF | 2025-06-30 | Reduce Reduce | -0.27% | 45.12 ($45.82) 46.32 | $46.17 | 0.77% | Reduce -60.62% | 93,844 | -144,449 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-06-30 | Add Add | +0.27% | 22.27 ($26.42) 29.21 | $30.06 | 13.78% | Add 5.11% | 4,814,801 | 234,264 |
Focus Financial Network, Inc. Total Holding History ($B)
Focus Financial Network, Inc.'s Asset Allocation
Focus Financial Network, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Focus Financial Network, Inc.'s Hypothetical Growth since 2025-06-30
Focus Financial Network, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Focus Financial Network, Inc.'s Holdings Heat Map
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Focus Financial Network, Inc.'s Holdings Bubble Chart
Focus Financial Network, Inc. News
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