Focus Partners Wealth Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$39.9B

Holdings

1,898

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (1,898 positions)

StockValue
FIVEFIVE BELOW INC
$289K
WTAIWISDOMTREE TR
$289K
BHRBBURKE HERBERT FINL SVCS CORP
$289K
MDBMONGODB INC
$288K
CRWVCOREWEAVE INC
$288K
UPWKUPWORK INC
$288K
EWGISHARES INC
$288K
MKTXMARKETAXESS HLDGS INC
$288K
MFGMIZUHO FINANCIAL GROUP INC
$286K
BCSFBAIN CAP SPECIALTY FIN INC
$286K
VFCV F CORP
$286K
UTGREAVES UTIL INCOME FD
$286K
RRCRANGE RES CORP
$285K
MRCYMERCURY SYS INC
$285K
CHWCALAMOS GBL DYN INCOME FUND
$284K
DWMWISDOMTREE TR
$283K
DOCSDOXIMITY INC
$283K
NUMVNUSHARES ETF TR
$282K
SMFGSUMITOMO MITSUI FINL GROUP I
$282K
FAFFIRST AMERN FINL CORP
$281K
NUMGNUSHARES ETF TR
$281K
CNACNA FINL CORP
$281K
UFPIUFP INDUSTRIES INC
$280K
PCNPIMCO CORPORATE & INCM STRG
$280K
ARESARES MANAGEMENT CORPORATION
$279K
CFCF INDS HLDGS INC
$278K
COCHENVOY MEDICAL INC
$276K
DWASINVESCO EXCH TRADED FD TR II
$274K
SMRNUSCALE PWR CORP
$274K
DGDOLLAR GEN CORP NEW
$274K
ILCBISHARES TR
$273K
VAWVANGUARD WORLD FD
$272K
ACHRARCHER AVIATION INC
$271K
XPOXPO INC
$270K
0J7QIAC INC
$270K
SNSRGLOBAL X FDS
$268K
EWYISHARES INC
$267K
RRYDER SYS INC
$266K
MATMATTEL INC
$266K
RQICOHEN & STEERS QUALITY INCOM
$265K
FSEPFIRST TR EXCHNG TRADED FD VI
$265K
RPRXROYALTY PHARMA PLC
$264K
GGENPACT LIMITED
$263K
RBARB GLOBAL INC
$263K
FTAFIRST TR LRG CP VL ALPHADEX
$263K
STRLSTERLING INFRASTRUCTURE INC
$262K
GRNYTIDAL ETF TR
$262K
GAINGLADSTONE INVT CORP
$261K
PBVPRESTIGE CONSMR HEALTHCARE I
$260K
HWBKHAWTHORN BANCSHARES INC
$260K
UUNITY SOFTWARE INC
$260K
ALLYALLY FINL INC
$259K
TTEKTETRA TECH INC NEW
$258K
KBHKB HOME
$258K
PGHYINVESCO EXCH TRADED FD TR II
$258K
FFIVF5 INC
$257K
CRCRANE COMPANY
$257K
OGSONE GAS INC
$256K
SPTISPDR SER TR
$256K
RSPTINVESCO EXCHANGE TRADED FD T
$256K
PCTYPAYLOCITY HLDG CORP
$256K
THOTHOR INDS INC
$255K
HHHHOWARD HUGHES HOLDINGS INC
$254K
DLSWISDOMTREE TR
$254K
JKHYHENRY JACK & ASSOC INC
$253K
NEOGNEOGEN CORP
$253K
ETHGRAYSCALE ETHEREUM MINI TR E
$251K
GKOSGLAUKOS CORP
$250K
NXSTNEXSTAR MEDIA GROUP INC
$249K
ILCVISHARES TR
$249K
ARLPALLIANCE RESOURCE PARTNERS L
$249K
PSIINVESCO EXCHANGE TRADED FD T
$249K
BECNUSDBEACON ROOFING SUPPLY INC
$249K
LLYELI LILLY & CO
$248K
SIGISELECTIVE INS GROUP INC
$248K
WASHWASHINGTON TR BANCORP INC
$247K
DIVLMADISON ETFS TRUST
$247K
NVDYTIDAL TR II
$246K
GSIEGOLDMAN SACHS ETF TR
$246K
CVIEMORGAN STANLEY ETF TRUST
$246K
CBTCABOT CORP
$245K
IYTISHARES TR
$245K
AGOASSURED GUARANTY LTD
$244K
BBVABANCO BILBAO VIZCAYA ARGENTA
$244K
EUSAISHARES INC
$243K
AFRMAFFIRM HLDGS INC
$243K
UCBUNITED CMNTY BKS BLAIRSVLE G
$243K
XNEAXNUVEEN AMT FREE QLTY MUN INC
$242K
IBKRINTERACTIVE BROKERS GROUP IN
$242K
G9NGRUPO AEROPUERTO DEL PACIFIC
$242K
EMLCVANECK ETF TRUST
$239K
KGCKINROSS GOLD CORP
$239K
NADNUVEEN QUALITY MUNCP INCOME
$238K
WSFSWSFS FINL CORP
$238K
JETSETF SER SOLUTIONS
$237K
CGCARLYLE GROUP INC
$237K
GATXGATX CORP
$237K
ARGXARGENX SE
$237K
KOFCOCA-COLA FEMSA SAB DE CV
$237K
IYFISHARES TR
$236K
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