Focus Partners Advisor Solutions, LLC Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$6.6B

Holdings

973

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (973 positions)

#StockSharesValue% PortfolioType
101
SHYISHARES TR
83,375$6.9M0.10%
102
ETNEATON CORP PLC
24,831$6.7M0.10%
103
JNJJOHNSON & JOHNSON
40,511$6.7M0.10%
104
PGPROCTER AND GAMBLE CO
39,050$6.7M0.10%
105
MAMASTERCARD INCORPORATED
12,085$6.6M0.10%
106
SPYVSPDR SER TR
124,453$6.4M0.10%
107
MMITNEW YORK LIFE INVTS ACTIVE E
252,723$6.1M0.09%
108
IWPISHARES TR
51,506$6.1M0.09%
109
MGKVANGUARD WORLD FD
19,488$6.0M0.09%
110
IXUSISHARES TR
85,934$6.0M0.09%
111
AGGISHARES TR
60,429$6.0M0.09%
112
RSPINVESCO EXCHANGE TRADED FD T
34,038$5.9M0.09%
113
VOEVANGUARD INDEX FDS
36,426$5.8M0.09%
114
VCSHVANGUARD SCOTTSDALE FDS
74,032$5.8M0.09%
115
SPYMSPDR SER TR
87,946$5.8M0.09%
116
BACBANK AMERICA CORP
136,846$5.7M0.09%
117
FNDASCHWAB STRATEGIC TR
199,825$5.5M0.08%
118
SCZISHARES TR
84,114$5.3M0.08%
119
SUBISHARES TR
50,415$5.3M0.08%
120
LMTLOCKHEED MARTIN CORP
11,836$5.3M0.08%
121
COPCONOCOPHILLIPS
50,314$5.3M0.08%
122
BACVERIZON COMMUNICATIONS INC
114,786$5.2M0.08%
123
MRKMERCK & CO INC
57,510$5.2M0.08%
124
PNCPNC FINL SVCS GROUP INC
29,353$5.2M0.08%
125
CSCOCISCO SYS INC
82,737$5.1M0.08%
126
VEUVANGUARD INTL EQUITY INDEX F
83,912$5.1M0.08%
127
IWSISHARES TR
39,843$5.0M0.08%
128
SPIBSPDR SER TR
150,787$5.0M0.08%
129
KOCOCA COLA CO
69,919$5.0M0.08%
130
AQLTISHARES TR
66,033$5.0M0.08%
131
VTESVANGUARD WELLINGTON FD
49,152$4.9M0.08%
132
EEMISHARES TR
112,952$4.9M0.08%
133
AOAISHARES TR
64,212$4.9M0.07%
134
SPTLSPDR SER TR
179,855$4.9M0.07%
135
NFLXNETFLIX INC
5,249$4.9M0.07%
136
AVSCAMERICAN CENTY ETF TR
100,852$4.9M0.07%
137
DISDISNEY WALT CO
48,218$4.8M0.07%
138
IWMISHARES TR
23,547$4.7M0.07%
139
AVESAMERICAN CENTY ETF TR
99,580$4.7M0.07%
140
QLTAISHARES TR
97,184$4.6M0.07%
141
4I1PHILIP MORRIS INTL INC
28,972$4.6M0.07%
142
IJHISHARES TR
78,604$4.6M0.07%
143
IAU*ISHARES GOLD TR
77,708$4.6M0.07%
144
IWDISHARES TR
24,262$4.6M0.07%
145
DGRWWISDOMTREE TR
56,918$4.5M0.07%
146
USBUS BANCORP DEL
105,726$4.5M0.07%
147
SLYGSPDR SER TR
52,872$4.4M0.07%
148
HYDVANECK ETF TRUST
85,712$4.4M0.07%
149
CATCATERPILLAR INC
13,036$4.3M0.07%
150
VYMVANGUARD WHITEHALL FDS
33,168$4.3M0.07%
151
SCHBSCHWAB STRATEGIC TR
197,812$4.3M0.06%
152
VSSVANGUARD INTL EQUITY INDEX F
36,673$4.2M0.06%
153
UNPUNION PAC CORP
17,844$4.2M0.06%
154
GEGE AEROSPACE
20,892$4.2M0.06%
155
DFARDIMENSIONAL ETF TRUST
175,694$4.2M0.06%
156
NBHCNATIONAL BK HLDGS CORP
107,104$4.1M0.06%
157
IWVISHARES TR
12,636$4.0M0.06%
158
GDGENERAL DYNAMICS CORP
14,697$4.0M0.06%
159
TAT&T INC
132,714$3.8M0.06%
160
SPTMSPDR SER TR
55,022$3.7M0.06%
161
PFEPFIZER INC
144,571$3.7M0.06%
162
WFCWELLS FARGO CO NEW
50,862$3.7M0.06%
163
DFISDIMENSIONAL ETF TRUST
141,280$3.6M0.06%
164
STPZPIMCO ETF TR
67,161$3.6M0.06%
165
ADPAUTOMATIC DATA PROCESSING IN
11,776$3.6M0.05%
166
DFSIDIMENSIONAL ETF TRUST
103,100$3.6M0.05%
167
JMUBJ P MORGAN EXCHANGE TRADED F
70,444$3.5M0.05%
168
RTXRTX CORPORATION
26,483$3.5M0.05%
169
BNDXVANGUARD CHARLOTTE FDS
71,740$3.5M0.05%
170
VOVANGUARD INDEX FDS
13,441$3.5M0.05%
171
ISTBISHARES TR
71,697$3.5M0.05%
172
DLSWISDOMTREE TR
52,502$3.5M0.05%
173
DONWISDOMTREE TR
69,628$3.4M0.05%
174
ADBEADOBE INC
8,411$3.2M0.05%
175
TXNTEXAS INSTRS INC
17,845$3.2M0.05%
176
BRK-BBERKSHIRE HATHAWAY INC DEL
4$3.2M0.05%
177
PANWPALO ALTO NETWORKS INC
18,703$3.2M0.05%
178
EFAISHARES TR
38,942$3.2M0.05%
179
DUKDUKE ENERGY CORP NEW
25,939$3.2M0.05%
180
AVSFAMERICAN CENTY ETF TR
67,493$3.2M0.05%
181
CRMSALESFORCE INC
11,692$3.1M0.05%
182
IJRISHARES TR
29,964$3.1M0.05%
183
MOALTRIA GROUP INC
52,186$3.1M0.05%
184
NOCNORTHROP GRUMMAN CORP
6,063$3.1M0.05%
185
QUALISHARES TR
18,118$3.1M0.05%
186
WMWASTE MGMT INC DEL
13,300$3.1M0.05%
187
BLKBLACKROCK INC
3,238$3.1M0.05%
188
GQ9SPDR GOLD TR
10,396$3.0M0.05%
189
ACNACCENTURE PLC IRELAND
9,470$3.0M0.04%
190
MMM3M CO
20,127$3.0M0.04%
191
DEDEERE & CO
6,289$3.0M0.04%
192
FTNTFORTINET INC
30,662$3.0M0.04%
193
SOSOUTHERN CO
31,987$2.9M0.04%
194
AMDADVANCED MICRO DEVICES INC
28,241$2.9M0.04%
195
IVEISHARES TR
15,227$2.9M0.04%
196
VGTVANGUARD WORLD FD
5,294$2.9M0.04%
197
DUSBDIMENSIONAL ETF TRUST
56,568$2.9M0.04%
198
BKNGBOOKING HOLDINGS INC
622$2.9M0.04%
199
FSKFS KKR CAP CORP
136,659$2.9M0.04%
200
MARMARRIOTT INTL INC NEW
11,879$2.8M0.04%
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