Focus Partners Advisor Solutions, LLC Q4 2024 Filing

Filed February 18, 2025

Portfolio Value

$5.9B

Holdings

770

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (770 positions)

#StockSharesValue% PortfolioType
201
SPEMSPDR INDEX SHS FDS
63,415$2.4M0.04%
202
ACNACCENTURE PLC IRELAND
6,906$2.4M0.04%
203
HTLFEURHEARTLAND FINL USA INC
39,025$2.4M0.04%
204
TMOTHERMO FISHER SCIENTIFIC INC
4,583$2.4M0.04%
205
IDV*ISHARES TR
87,075$2.4M0.04%
206
TJXTJX COS INC NEW
19,501$2.4M0.04%
207
SCHCSCHWAB STRATEGIC TR
67,755$2.3M0.04%
208
ABTABBOTT LABS
20,407$2.3M0.04%
209
AXPAMERICAN EXPRESS CO
7,760$2.3M0.04%
210
BKNGBOOKING HOLDINGS INC
456$2.3M0.04%
211
FSKFS KKR CAP CORP
103,474$2.2M0.04%
212
AMGNAMGEN INC
8,498$2.2M0.04%
213
NADNUVEEN QUALITY MUNCP INCOME
188,018$2.2M0.04%
214
MDYVSPDR SER TR
27,137$2.2M0.04%
215
ISTBISHARES TR
44,387$2.1M0.04%
216
AQLTISHARES TR
16,044$2.1M0.04%
217
REZISHARES TR
25,912$2.1M0.04%
218
MMM3M CO
16,222$2.1M0.04%
219
DFSBDIMENSIONAL ETF TRUST
40,897$2.1M0.04%
220
HONHONEYWELL INTL INC
9,097$2.1M0.03%
221
JQUAJ P MORGAN EXCHANGE TRADED F
35,599$2.0M0.03%
222
RTXRTX CORPORATION
17,569$2.0M0.03%
223
XNEAXNUVEEN AMT FREE QLTY MUN INC
179,969$2.0M0.03%
224
TIPISHARES TR
18,920$2.0M0.03%
225
COLBCOLUMBIA BKG SYS INC
74,411$2.0M0.03%
226
FVDFIRST TR VALUE LINE DIVID IN
46,031$2.0M0.03%
227
DGSWISDOMTREE TR
40,913$2.0M0.03%
228
ITWILLINOIS TOOL WKS INC
7,840$2.0M0.03%
229
UPSUNITED PARCEL SERVICE INC
15,753$2.0M0.03%
230
PLTRPALANTIR TECHNOLOGIES INC
26,142$2.0M0.03%
231
PANWPALO ALTO NETWORKS INC
10,823$2.0M0.03%
232
BABOEING CO
11,079$2.0M0.03%
233
VTVANGUARD INTL EQUITY INDEX F
16,504$1.9M0.03%
234
FNDCSCHWAB STRATEGIC TR
55,985$1.9M0.03%
235
NVGNUVEEN AMT FREE MUN CR INC F
155,524$1.9M0.03%
236
VNQIVANGUARD INTL EQUITY INDEX F
47,804$1.9M0.03%
237
DHRDANAHER CORPORATION
8,237$1.9M0.03%
238
NOCNORTHROP GRUMMAN CORP
3,969$1.9M0.03%
239
GSLCGOLDMAN SACHS ETF TR
16,083$1.9M0.03%
240
IQLTISHARES TR
49,696$1.8M0.03%
241
NZFNUVEEN MUNICIPAL CREDIT INC
150,962$1.8M0.03%
242
VPLVANGUARD INTL EQUITY INDEX F
25,379$1.8M0.03%
243
FBNDFIDELITY MERRIMACK STR TR
38,738$1.7M0.03%
244
MUNIPIMCO ETF TR
33,521$1.7M0.03%
245
NOWSERVICENOW INC
1,617$1.7M0.03%
246
FTNTFORTINET INC
18,146$1.7M0.03%
247
SLQDISHARES TR
34,374$1.7M0.03%
248
RSPTINVESCO EXCHANGE TRADED FD T
45,631$1.7M0.03%
249
OZKBANK OZK LITTLE ROCK ARK
38,327$1.7M0.03%
250
RYANRYAN SPECIALTY HOLDINGS INC
25,586$1.6M0.03%
251
HEIHEICO CORP NEW
6,876$1.6M0.03%
252
FNDFSCHWAB STRATEGIC TR
48,507$1.6M0.03%
253
VGKVANGUARD INTL EQUITY INDEX F
25,340$1.6M0.03%
254
QUALISHARES TR
8,966$1.6M0.03%
255
MDYGSPDR SER TR
18,224$1.6M0.03%
256
AMEAMETEK INC
8,767$1.6M0.03%
257
INTUINTUIT
2,511$1.6M0.03%
258
DFLVDIMENSIONAL ETF TRUST
52,448$1.6M0.03%
259
IMTMISHARES TR
41,888$1.6M0.03%
260
BNDXVANGUARD CHARLOTTE FDS
31,483$1.5M0.03%
261
XLFSELECT SECTOR SPDR TR
31,886$1.5M0.03%
262
COWZPACER FDS TR
27,292$1.5M0.03%
263
EDCONSOLIDATED EDISON INC
17,206$1.5M0.03%
264
BMYBRISTOL-MYERS SQUIBB CO
27,054$1.5M0.03%
265
EPDENTERPRISE PRODS PARTNERS L
48,550$1.5M0.03%
266
WRBBERKLEY W R CORP
25,911$1.5M0.03%
267
AMDADVANCED MICRO DEVICES INC
12,536$1.5M0.03%
268
AEPAMERICAN ELEC PWR CO INC
16,394$1.5M0.03%
269
MRSHMARSH & MCLENNAN COS INC
6,957$1.5M0.02%
270
DYNFBLACKROCK ETF TRUST
28,705$1.5M0.02%
271
KMBKIMBERLY-CLARK CORP
11,217$1.5M0.02%
272
CMCSACOMCAST CORP NEW
38,838$1.5M0.02%
273
IWOISHARES TR
5,018$1.4M0.02%
274
DFARDIMENSIONAL ETF TRUST
61,992$1.4M0.02%
275
KYNKAYNE ANDERSON ENERGY INFRST
113,395$1.4M0.02%
276
VRPINVESCO EXCH TRADED FD TR II
59,043$1.4M0.02%
277
EMXCISHARES INC
25,613$1.4M0.02%
278
SCHOSCHWAB STRATEGIC TR
58,910$1.4M0.02%
279
SUISUN CMNTYS INC
11,455$1.4M0.02%
280
ESGUISHARES TR
10,893$1.4M0.02%
281
IWBISHARES TR
4,328$1.4M0.02%
282
EOGEOG RES INC
11,357$1.4M0.02%
283
TRVTRAVELERS COMPANIES INC
5,737$1.4M0.02%
284
KKRKKR & CO INC
9,347$1.4M0.02%
285
CAMTCAMTEK LTD
17,000$1.4M0.02%
286
BRK-BBERKSHIRE HATHAWAY INC DEL
2$1.4M0.02%
287
XSVMINVESCO EXCHANGE TRADED FD T
24,923$1.4M0.02%
288
KLMNINVESCO EXCH TRADED FD TR II
14,131$1.3M0.02%
289
FNDXSCHWAB STRATEGIC TR
56,489$1.3M0.02%
290
CBCHUBB LIMITED
4,833$1.3M0.02%
291
CASYCASEYS GEN STORES INC
3,335$1.3M0.02%
292
TRVCCITIGROUP INC
18,513$1.3M0.02%
293
IGIBISHARES TR
25,185$1.3M0.02%
294
AQLTISHARES TR
55,976$1.3M0.02%
295
MTUMISHARES TR
6,190$1.3M0.02%
296
MTBM & T BK CORP
6,774$1.3M0.02%
297
VVVANGUARD INDEX FDS
4,712$1.3M0.02%
298
DFSEDIMENSIONAL ETF TRUST
38,012$1.3M0.02%
299
SBUXSTARBUCKS CORP
13,644$1.2M0.02%
300
QCOMQUALCOMM INC
8,017$1.2M0.02%
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