Focus Financial Network, Inc. Q1 2024 Filing

Filed April 24, 2024

Portfolio Value

$2.1B

Holdings

626

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (626 positions)

#StockSharesValue% PortfolioType
1
NVDANVIDIA CORPORATION
160,885$136.2T6639604.90%
2
SCHGSCHWAB STRATEGIC TR
1,137,950$101.3T4937438.92%
3
IVVISHARES TR
185,234$93.0T4531175.55%
4
SCHDSCHWAB STRATEGIC TR
1,020,660$77.4T3771362.86%
5
AAPLAPPLE INC
413,075$69.0T3363104.40%
6
NDQINVESCO QQQ TR
158,479$67.1T3270561.07%
7
AMZNAMAZON COM INC
306,199$54.9T2674733.12%
8
AGGISHARES TR
459,807$43.8T2135345.60%
9
MSFTMICROSOFT CORP
73,466$29.7T1447609.42%
10
SCHVSCHWAB STRATEGIC TR
393,472$28.3T1377367.74%
11
VYMVANGUARD WHITEHALL FDS
241,709$27.8T1354464.49%
12
UNHUNITEDHEALTH GROUP INC
55,071$27.2T1323789.31%
13
XMHQINVESCO EXCHANGE TRADED FD T
242,951$24.9T1214707.57%
14
SPYMSPDR SER TR
414,420$24.4T1186897.41%
15
IEFISHARES TR
264,483$24.2T1181078.85%
16
QLDPROSHARES TR
298,448$23.6T1151065.47%
17
VXUSVANGUARD STAR FDS
399,031$23.1T1126291.31%
18
SCHBSCHWAB STRATEGIC TR
394,466$22.9T1116099.70%
19
SPSMSPDR SER TR
570,674$22.7T1107314.79%
20
BRK/BBERKSHIRE HATHAWAY INC DEL
55,175$22.1T1075402.62%
21
SPYSPDR S&P 500 ETF TR
40,429$20.2T984328.63%
22
IWRISHARES TR
241,469$19.0T926363.74%
23
VOOVANGUARD INDEX FDS
39,097$17.9T874571.74%
24
GTOINVESCO ACTIVELY MANAGED ETF
386,253$17.6T859980.32%
25
SHOPSHOPIFY INC
251,012$17.4T850418.24%
26
FNDFSCHWAB STRATEGIC TR
486,634$16.7T812607.68%
27
QUALISHARES TR
97,033$15.2T741911.79%
28
VIGVANGUARD SPECIALIZED FUNDS
87,290$15.2T738718.70%
29
XLKSELECT SECTOR SPDR TR
74,420$14.6T713048.83%
30
XMMOINVESCO EXCHANGE TRADED FD T
127,062$13.6T663524.44%
31
SCHXSCHWAB STRATEGIC TR
227,560$13.5T656168.51%
32
GOOGLALPHABET INC
84,622$13.2T643467.35%
33
SCHMSCHWAB STRATEGIC TR
173,649$13.1T640707.61%
34
DGRWWISDOMTREE TR
168,975$12.2T596942.31%
35
QQQMINVESCO EXCH TRADED FD TR II
65,537$11.4T556642.37%
36
SPHQINVESCO EXCHANGE TRADED FD T
195,652$11.3T553098.34%
37
XSMOINVESCO EXCHANGE TRADED FD T
200,045$11.2T547577.50%
38
ILTBISHARES TR
230,864$11.2T545071.35%
39
IVWISHARES TR
136,270$11.1T538789.81%
40
BSVVANGUARD BD INDEX FDS
142,632$10.8T527305.75%
41
VWOVANGUARD INTL EQUITY INDEX F
258,555$10.6T516812.87%
42
SCHASCHWAB STRATEGIC TR
214,054$9.7T471993.51%
43
JPIEJ P MORGAN EXCHANGE TRADED F
205,256$9.2T449092.99%
44
NOWSERVICENOW INC
12,480$9.1T444873.56%
45
CALFPACER FDS TR
196,607$8.9T434865.61%
46
VHTVANGUARD WORLD FD
34,845$8.8T429393.75%
47
VEAVANGUARD TAX-MANAGED FDS
180,952$8.7T421847.04%
48
IUSBISHARES TR
186,859$8.3T404378.27%
49
SHYISHARES TR
100,238$8.1T396470.35%
50
SCHFSCHWAB STRATEGIC TR
210,871$7.8T382238.49%
51
VTIVANGUARD INDEX FDS
31,307$7.7T377162.21%
52
CWISPDR INDEX SHS FDS
280,338$7.6T371792.65%
53
SCHZSCHWAB STRATEGIC TR
169,133$7.6T368984.70%
54
COSTCOSTCO WHSL CORP NEW
10,582$7.5T366841.82%
55
IYWISHARES TR
57,955$7.4T362726.90%
56
IVEISHARES TR
40,771$7.2T351554.63%
57
SLYVSPDR SER TR
93,910$7.2T349333.76%
58
DYNFBLACKROCK ETF TRUST
160,857$6.9T333916.92%
59
SCHOSCHWAB STRATEGIC TR
142,957$6.8T333408.90%
60
VBKVANGUARD INDEX FDS
28,250$6.7T328873.05%
61
SGOLABRDN GOLD ETF TRUST
292,596$6.7T324444.63%
62
DYHTARGET CORP
39,522$6.6T320883.30%
63
IQLTISHARES TR
174,448$6.6T320636.77%
64
MUBISHARES TR
61,629$6.6T319577.49%
65
SCHRSCHWAB STRATEGIC TR
132,921$6.4T310521.49%
66
AOMISHARES TR
153,366$6.3T308125.64%
67
USFRWISDOMTREE TR
121,083$6.1T297857.56%
68
XSVMINVESCO EXCHANGE TRADED FD T
112,728$6.0T291341.58%
69
XLESELECT SECTOR SPDR TR
63,360$5.9T289798.16%
70
JPMJPMORGAN CHASE & CO
32,686$5.9T288753.50%
71
XELXCEL ENERGY INC
108,825$5.9T285153.62%
72
GQ9SPDR GOLD TR
24,604$5.4T264234.69%
73
TLHISHARES TR
54,070$5.4T262169.99%
74
EFGISHARES TR
54,524$5.3T259481.95%
75
LLYELI LILLY & CO
7,132$5.3T259294.15%
76
EFVISHARES TR
100,269$5.3T256771.92%
77
JNJJOHNSON & JOHNSON
35,604$5.2T252913.76%
78
XLVSELECT SECTOR SPDR TR
36,588$5.1T246866.03%
79
MMM3M CO
55,076$5.0T245572.84%
80
TSLATESLA INC
31,549$4.7T230550.70%
81
PNRPENTAIR PLC
59,407$4.7T227242.43%
82
PFMINVESCO EXCHANGE TRADED FD T
113,451$4.6T223897.27%
83
RSPINVESCO EXCHANGE TRADED FD T
27,980$4.5T217120.82%
84
XLYSELECT SECTOR SPDR TR
25,735$4.4T214815.48%
85
NVTNVENT ELECTRIC PLC
61,044$4.4T212853.48%
86
DALDELTA AIR LINES INC DEL
90,608$4.3T211318.78%
87
METAMETA PLATFORMS INC
8,450$4.2T206662.55%
88
VVISA INC
15,451$4.2T204365.45%
89
VUSBVANGUARD BD INDEX FDS
84,265$4.2T202747.31%
90
VGTVANGUARD WORLD FD
8,434$4.2T202640.81%
91
XLFISELECT SECTOR SPDR TR
55,383$4.1T198998.23%
92
XLFSELECT SECTOR SPDR TR
101,527$4.0T197097.25%
93
VUGVANGUARD INDEX FDS
11,941$3.9T192009.71%
94
SPLVINVESCO EXCH TRADED FD TR II
61,814$3.9T189929.66%
95
ABTABBOTT LABS
36,917$3.9T189416.86%
96
VLUEISHARES TR
38,441$3.9T188958.31%
97
ECLECOLAB INC
17,667$3.9T188756.42%
98
MCDMCDONALDS CORP
14,080$3.8T185970.70%
99
CATCATERPILLAR INC
10,599$3.8T184899.38%
100
GOOGALPHABET INC
23,996$3.8T184163.45%
Page 1 of 7Next