Focus Partners Advisor Solutions, LLC Q2 2025 Filing

Filed July 31, 2025

Portfolio Value

$7.5B

Holdings

1,099

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,099 positions)

#StockSharesValue% PortfolioType
201
SCHCSCHWAB STRATEGIC TR
75,205$3.2M0.04%
202
IDV*ISHARES TR
89,553$3.1M0.04%
203
SPEMSPDR INDEX SHS FDS
71,594$3.1M0.04%
204
DUKDUKE ENERGY CORP NEW
25,846$3.0M0.04%
205
WMWASTE MGMT INC DEL
13,249$3.0M0.04%
206
IVEISHARES TR
15,328$3.0M0.04%
207
GQ9SPDR GOLD TR
9,780$3.0M0.04%
208
NOWSERVICENOW INC
2,899$3.0M0.04%
209
UNPUNION PAC CORP
12,936$3.0M0.04%
210
VOTVANGUARD INDEX FDS
10,440$3.0M0.04%
211
VRSNVERISIGN INC
10,282$3.0M0.04%
212
AQLTISHARES TR
22,256$3.0M0.04%
213
ABTABBOTT LABS
21,732$3.0M0.04%
214
DFLVDIMENSIONAL ETF TRUST
95,156$3.0M0.04%
215
REZISHARES TR
35,777$2.9M0.04%
216
BRK-BBERKSHIRE HATHAWAY INC DEL
4$2.9M0.04%
217
VNQIVANGUARD INTL EQUITY INDEX F
63,018$2.9M0.04%
218
CASYCASEYS GEN STORES INC
5,668$2.9M0.04%
219
UNHUNITEDHEALTH GROUP INC
9,185$2.9M0.04%
220
AORISHARES TR
46,379$2.9M0.04%
221
TJXTJX COS INC NEW
23,014$2.8M0.04%
222
VTVANGUARD INTL EQUITY INDEX F
21,957$2.8M0.04%
223
BABOEING CO
13,396$2.8M0.04%
224
BLKBLACKROCK INC
2,660$2.8M0.04%
225
ACNACCENTURE PLC IRELAND
9,283$2.8M0.04%
226
DASHDOORDASH INC
11,260$2.8M0.04%
227
DFSBDIMENSIONAL ETF TRUST
52,613$2.8M0.04%
228
UMBFUMB FINL CORP
26,087$2.7M0.04%
229
VGSRMANAGER DIRECTED PORTFOLIOS
260,878$2.7M0.04%
230
IUSVISHARES TR
28,686$2.7M0.04%
231
VMBSVANGUARD SCOTTSDALE FDS
58,162$2.7M0.04%
232
MOALTRIA GROUP INC
45,724$2.7M0.04%
233
ESGUISHARES TR
19,808$2.7M0.04%
234
FT2FIRST HORIZON CORPORATION
126,101$2.7M0.04%
235
IJRISHARES TR
24,172$2.6M0.04%
236
INTUINTUIT
3,301$2.6M0.03%
237
GSLCGOLDMAN SACHS ETF TR
21,387$2.6M0.03%
238
TRVTRAVELERS COMPANIES INC
9,653$2.6M0.03%
239
INTCINTEL CORP
113,425$2.5M0.03%
240
XLKSELECT SECTOR SPDR TR
9,997$2.5M0.03%
241
SHMSPDR SERIES TRUST
52,820$2.5M0.03%
242
RSPTINVESCO EXCHANGE TRADED FD T
61,675$2.5M0.03%
243
IJSISHARES TR
25,117$2.5M0.03%
244
AMGNAMGEN INC
8,903$2.5M0.03%
245
TTTRANE TECHNOLOGIES PLC
5,652$2.5M0.03%
246
GMGENERAL MTRS CO
49,371$2.4M0.03%
247
ANETARISTA NETWORKS INC
23,734$2.4M0.03%
248
IMTMISHARES TR
52,694$2.4M0.03%
249
SLQDISHARES TR
47,541$2.4M0.03%
250
IGIBISHARES TR
44,827$2.4M0.03%
251
VVVANGUARD INDEX FDS
8,317$2.4M0.03%
252
ITWILLINOIS TOOL WKS INC
9,582$2.4M0.03%
253
XSVMINVESCO EXCHANGE TRADED FD T
45,468$2.4M0.03%
254
TXNTEXAS INSTRS INC
11,264$2.3M0.03%
255
TRVCCITIGROUP INC
27,096$2.3M0.03%
256
DGSWISDOMTREE TR
40,747$2.3M0.03%
257
NEENEXTERA ENERGY INC
32,299$2.2M0.03%
258
FNDCSCHWAB STRATEGIC TR
52,878$2.2M0.03%
259
EFAVISHARES TR
26,213$2.2M0.03%
260
IBITISHARES BITCOIN TRUST ETF
34,948$2.1M0.03%
261
SPTLSPDR SERIES TRUST
80,201$2.1M0.03%
262
VPLVANGUARD INTL EQUITY INDEX F
25,912$2.1M0.03%
263
TIPISHARES TR
19,326$2.1M0.03%
264
HEIHEICO CORP NEW
6,449$2.1M0.03%
265
VGKVANGUARD INTL EQUITY INDEX F
26,930$2.1M0.03%
266
REETISHARES TR
84,074$2.1M0.03%
267
CRMSALESFORCE INC
7,551$2.1M0.03%
268
AMEAMETEK INC
11,360$2.1M0.03%
269
SCHASCHWAB STRATEGIC TR
80,801$2.0M0.03%
270
COFCAPITAL ONE FINL CORP
9,562$2.0M0.03%
271
UPSUNITED PARCEL SERVICE INC
19,997$2.0M0.03%
272
ISRGINTUITIVE SURGICAL INC
3,706$2.0M0.03%
273
INCYINCYTE CORP
29,497$2.0M0.03%
274
HONHONEYWELL INTL INC
8,593$2.0M0.03%
275
SOSOUTHERN CO
21,696$2.0M0.03%
276
OZKBANK OZK LITTLE ROCK ARK
42,157$2.0M0.03%
277
ADSKAUTODESK INC
6,408$2.0M0.03%
278
WPMWHEATON PRECIOUS METALS CORP
21,378$1.9M0.03%
279
AQLTISHARES TR
83,383$1.9M0.03%
280
FNDFSCHWAB STRATEGIC TR
47,785$1.9M0.03%
281
KLMNINVESCO EXCH TRADED FD TR II
16,965$1.9M0.03%
282
FIXCOMFORT SYS USA INC
3,557$1.9M0.03%
283
SCHOSCHWAB STRATEGIC TR
77,824$1.9M0.03%
284
CMECME GROUP INC
6,863$1.9M0.03%
285
IWOISHARES TR
6,493$1.9M0.02%
286
JCIJOHNSON CTLS INTL PLC
17,413$1.8M0.02%
287
DYNFBLACKROCK ETF TRUST
33,497$1.8M0.02%
288
APHAMPHENOL CORP NEW
18,358$1.8M0.02%
289
ESGDISHARES TR
20,165$1.8M0.02%
290
DALDELTA AIR LINES INC DEL
36,351$1.8M0.02%
291
NOCNORTHROP GRUMMAN CORP
3,564$1.8M0.02%
292
DFSEDIMENSIONAL ETF TRUST
46,573$1.8M0.02%
293
NTNXNUTANIX INC
23,095$1.8M0.02%
294
TXRHTEXAS ROADHOUSE INC
9,410$1.8M0.02%
295
ECLECOLAB INC
6,532$1.8M0.02%
296
CMCSACOMCAST CORP NEW
49,014$1.7M0.02%
297
MBBISHARES TR
18,425$1.7M0.02%
298
EFGISHARES TR
15,270$1.7M0.02%
299
SUISUN CMNTYS INC
13,495$1.7M0.02%
300
EFAISHARES TR
19,021$1.7M0.02%
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