FF

Focus Financial Network, Inc.

13F
Focus Financial Network, Inc.
Last update 2025-04-15 684 Stocks (48 new)
Value $2.45 Bil Turnover 5 %
Countries:
Top Holdings: NVDA(8.41%)SCHG(4.69%)IVV(4.36%)SCHD(3.73%)AAPL(3.52%)
Summary Stock Picks Current Portfolio
Focus Financial Network, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA
NVIDIA Corp
1,897,135
205,630.5
+3.79%
8.410
+0.31%
0.010
+56.53%
+18.67%
3,885,913.3
Semiconductors
SCHG
Schwab U.S. Large-Cap Growth ETF
4,580,537
114,696.6
-0.63%
4.690
-0.03%
0.320
+22.38%
+5.56%
44,575.7
 
IVV
iShares Core S&P 500 ETF
189,775
106,634.3
+0.68%
4.360
+0.03%
0.020
+16.31%
+6.71%
623,772.3
 
SCHD
Schwab US Dividend Equity ETF
3,262,533
91,220.4
+2.47%
3.730
+0.09%
0.130
+2.32%
+0.11%
71,250.9
 
AAPL
Apple Inc
387,717
86,123.7
-1.71%
3.520
-0.07%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
QQQ
INVESCO QQQ Trust
163,307
76,578.0
-0.33%
3.130
-0.01%
0.030
+23.42%
+8.80%
357,232.3
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
643,714
63,676.2
+13.25%
2.600
+0.30%
0.050
-0.91%
+1.62%
128,257.8
 
AMZN
Amazon.com Inc
323,070
61,467.2
+0.29%
2.510
+0.01%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
BRK.B
Berkshire Hathaway Inc
62,389
33,227.2
+2.42%
1.360
+0.03%
0.000
-8.52%
+7.00%
1,046,283.1
Insurance
MSFT
Microsoft Corp
80,263
30,130.1
+1.22%
1.230
+0.01%
0.000
+33.94%
+18.80%
3,707,650.2
Software

Focus Financial Network, Inc.'s Historical Top Holdings Breakdowns

Focus Financial Network, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.31%
●
106.98 ($126.74) 149.43
$159.34
25.72%
Add 3.79%
1,897,135
69,330
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.30%
●
95.85 ($97.76) 99.25
$98.47
0.73%
Add 13.25%
643,714
75,323
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
2025-03-31
Add
Add
+0.28%
●
32.49 ($35.67) 37.99
$36.45
2.19%
Add 119.29%
371,815
202,261
XSVM
Invesco S&P SmallCap Value with Momentum ETF
Invesco S&P SmallCap Value with Momentum ETF
2025-03-31
Sold Out
Sold Out
-0.25%
●
49.34 ($53.31) 55.91
$54.26
1.78%
Sold Out
0
-116,621
RDDT
Reddit Inc
2025-03-31
Reduce
Reduce
-0.15%
●
104.9 ($165.28) 225.23
$157.03
-4.99%
Reduce -76.2%
7,473
-23,923
AIRR
First Trust RBA American Industrial Renaissance ET
First Trust RBA American Industrial Renaissance ET
2025-03-31
New Buy
New Buy
+0.14%
●
67.24 ($75.23) 84.27
$84.32
12.08%
New holding
50,249
50,249
IEF
iShares 7-10 Year Treasury Bond ETF
2025-03-31
Add
Add
+0.14%
●
91.17 ($93.56) 95.39
$94.76
1.28%
Add 12.58%
314,607
35,143
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Add
Add
+0.13%
●
168.16 ($179.03) 186.21
$184.97
3.32%
Add 22.12%
106,597
19,308
AOM
iShares Core 40/60 Moderate Allocation ETF
iShares Core 40/60 Moderate Allocation ETF
2025-03-31
Reduce
Reduce
-0.11%
●
42.93 ($44.01) 44.71
$45.84
4.16%
Reduce -33.34%
126,327
-63,179
XTEN
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
2025-03-31
New Buy
New Buy
+0.10%
●
43.99 ($45.54) 46.79
$45.61
0.15%
New holding
52,149
52,149

Focus Financial Network, Inc. Total Holding History ($B)

To

Focus Financial Network, Inc.'s Asset Allocation

To

Focus Financial Network, Inc. Past Portfolios

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

Top Ranked Articles

  • 1

Focus Financial Network, Inc.'s Hypothetical Growth since 2025-03-31

Focus Financial Network, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Focus Financial Network, Inc.'s Holdings Heat Map

Size field:

Focus Financial Network, Inc.'s Holdings Bubble Chart

Focus Financial Network, Inc. News

  • 1

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