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
+23.82%
+5.17%
3,444,010.8
Semiconductors
SCHG 		Schwab U.S. Large-Cap Growth ETF
4,580,537
114,696.6
-0.63%
4.690
-0.03%
0.320
+5.15%
+0.32%
41,825.2
 
IVV 		iShares Core S&P 500 ETF
189,775
106,634.3
+0.68%
4.360
+0.03%
0.020
+2.39%
+2.06%
588,303.5
 
SCHD 		Schwab US Dividend Equity ETF
3,262,533
91,220.4
+2.47%
3.730
+0.09%
0.130
-6.06%
-2.35%
68,788.9
 
AAPL 		Apple Inc
387,717
86,123.7
-1.71%
3.520
-0.07%
0.000
-14.49%
-18.63%
3,036,005.4
Hardware
QQQ 		INVESCO QQQ Trust
163,307
76,578.0
-0.33%
3.130
-0.01%
0.030
+6.24%
+3.30%
335,521.0
 
AGG 		iShares Core U.S. Aggregate Bond ETF
643,714
63,676.2
+13.25%
2.600
+0.30%
0.050
-0.75%
+2.21%
123,255.5
 
AMZN 		Amazon.com Inc
323,070
61,467.2
+0.29%
2.510
+0.01%
0.000
+0.34%
-6.24%
2,183,889.9
Retail - Cyclical
BRK.B 		Berkshire Hathaway Inc
62,389
33,227.2
+2.42%
1.360
+0.03%
0.000
-2.40%
+9.83%
1,073,690.2
Insurance
MSFT 		Microsoft Corp
80,263
30,130.1
+1.22%
1.230
+0.01%
0.000
+19.39%
+10.26%
3,441,044.8
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 Corp2025-03-31Add
+0.31%
●
106.98 ($126.74) 149.43
$141.22
11.42%
Add 3.79%
1,897,135
69,330
AGG 		iShares Core U.S. Aggregate Bond ETF2025-03-31Add
+0.30%
●
95.85 ($97.76) 99.25
$97.45
-0.32%
Add 13.25%
643,714
75,323
SDVY 		First Trust SMID Cap Rising Dividend Achievers ETF2025-03-31Add
+0.28%
●
32.49 ($35.67) 37.99
$34.74
-2.61%
Add 119.29%
371,815
202,261
XSVM 		Invesco S&P SmallCap Value with Momentum ETF2025-03-31Sold Out
-0.25%
●
49.34 ($53.31) 55.91
$50.39
-5.48%
Sold Out
0
-116,621
RDDT 		Reddit Inc2025-03-31Reduce
-0.15%
●
104.9 ($165.28) 225.23
$110.86
-32.93%
Reduce -76.2%
7,473
-23,923
AIRR 		First Trust RBA American Industrial Renaissance ET2025-03-31New Buy
+0.14%
●
67.24 ($75.23) 84.27
$78.23
3.99%
New holding
50,249
50,249
IEF 		iShares 7-10 Year Treasury Bond ETF2025-03-31Add
+0.14%
●
91.17 ($93.56) 95.39
$93.85
0.31%
Add 12.58%
314,607
35,143
QUAL 		iShares MSCI USA Quality Factor ETF2025-03-31Add
+0.13%
●
168.16 ($179.03) 186.21
$178.96
-0.04%
Add 22.12%
106,597
19,308
AOM 		iShares Core 40/60 Moderate Allocation ETF2025-03-31Reduce
-0.11%
●
42.93 ($44.01) 44.71
$44.87
1.95%
Reduce -33.34%
126,327
-63,179
XTEN 		BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF2025-03-31New Buy
+0.10%
●
43.99 ($45.54) 46.79
$44.97
-1.25%
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

Discussions on Focus Financial Network, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.