Focus Partners Wealth Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$31.4B
Holdings
1,566
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (1,566 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL ETF TRUST | $1.3B |
AAPLAPPLE INC | $871.4M |
MSFTMICROSOFT CORP | $792.5M |
VOOVANGUARD INDEX FDS | $697.5M |
DFATDIMENSIONAL ETF TRUST | $680.0M |
CTEFEA SERIES TRUST | $665.0M |
DFUVDIMENSIONAL ETF TRUST | $599.9M |
ITOTISHARES TR | $523.7M |
DFUSDIMENSIONAL ETF TRUST | $514.3M |
DFIVDIMENSIONAL ETF TRUST | $428.5M |
AMZNAMAZON COM INC | $428.2M |
VGITVANGUARD SCOTTSDALE FDS | $423.6M |
IXUSISHARES TR | $423.4M |
VTIVANGUARD INDEX FDS | $380.2M |
SPYSPDR S&P 500 ETF TR | $331.6M |
JPMJPMORGAN CHASE & CO. | $318.4M |
NVDANVIDIA CORPORATION | $315.0M |
DFAXDIMENSIONAL ETF TRUST | $300.2M |
QUSSPDR SER TR | $281.6M |
GOOGALPHABET INC | $271.9M |
GOOGLALPHABET INC | $245.2M |
XLKSELECT SECTOR SPDR TR | $240.3M |
IWBISHARES TR | $236.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $227.9M |
ALSALLSTATE CORP | $225.4M |
VUGVANGUARD INDEX FDS | $204.6M |
IVVISHARES TR | $203.3M |
AVDVAMERICAN CENTY ETF TR | $203.0M |
WMTWALMART INC | $199.3M |
PGPROCTER AND GAMBLE CO | $196.4M |
FRDMEA SERIES TRUST | $192.1M |
AQLTISHARES TR | $180.2M |
IDEVISHARES TR | $177.8M |
DFASDIMENSIONAL ETF TRUST | $177.3M |
PEPPEPSICO INC | $168.3M |
CVXCHEVRON CORP NEW | $167.4M |
AVUVAMERICAN CENTY ETF TR | $167.3M |
ALAIR LEASE CORP | $165.1M |
VIGVANGUARD SPECIALIZED FUNDS | $161.4M |
XOMEXXON MOBIL CORP | $157.2M |
UNHUNITEDHEALTH GROUP INC | $146.8M |
MAMASTERCARD INCORPORATED | $145.7M |
JNJJOHNSON & JOHNSON | $145.0M |
LITGLOBAL X FDS | $143.8M |
HDHOME DEPOT INC | $141.9M |
VEAVANGUARD TAX-MANAGED FDS | $141.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $133.4M |
DFEMDIMENSIONAL ETF TRUST | $131.7M |
METAMETA PLATFORMS INC | $129.8M |
RSPINVESCO EXCHANGE TRADED FD T | $129.2M |
DFSDDIMENSIONAL ETF TRUST | $128.5M |
BSVVANGUARD BD INDEX FDS | $126.1M |
VXFVANGUARD INDEX FDS | $125.0M |
XLVSELECT SECTOR SPDR TR | $123.5M |
QCOMQUALCOMM INC | $123.5M |
VTIPVANGUARD MALVERN FDS | $122.7M |
IWVISHARES TR | $122.0M |
VWOVANGUARD INTL EQUITY INDEX F | $120.3M |
MCDMCDONALDS CORP | $119.7M |
BACBANK AMERICA CORP | $117.6M |
MRKMERCK & CO INC | $114.7M |
CHCTCOMMUNITY HEALTHCARE TR INC | $110.6M |
VVVANGUARD INDEX FDS | $107.4M |
BSXBOSTON SCIENTIFIC CORP | $105.7M |
DISVDIMENSIONAL ETF TRUST | $105.1M |
COSTCOSTCO WHSL CORP NEW | $105.0M |
IWFISHARES TR | $103.7M |
VBRVANGUARD INDEX FDS | $103.0M |
HONHONEYWELL INTL INC | $97.0M |
IEMGISHARES INC | $96.3M |
CATCATERPILLAR INC | $94.2M |
HYDVANECK ETF TRUST | $92.3M |
CSCOCISCO SYS INC | $92.0M |
VTVVANGUARD INDEX FDS | $90.1M |
SOSOUTHERN CO | $90.0M |
INTUINTUIT | $89.2M |
AVGOBROADCOM INC | $86.8M |
NEENEXTERA ENERGY INC | $85.9M |
JMSTJ P MORGAN EXCHANGE TRADED F | $85.0M |
ABBVABBVIE INC | $84.9M |
SPGIS&P GLOBAL INC | $84.2M |
SBUXSTARBUCKS CORP | $83.5M |
IWMISHARES TR | $82.2M |
TTDTHE TRADE DESK INC | $79.5M |
DUHPDIMENSIONAL ETF TRUST | $79.2M |
IEIISHARES TR | $77.5M |
FLBLFRANKLIN TEMPLETON ETF TR | $76.5M |
DFGRDIMENSIONAL ETF TRUST | $76.2M |
PANWPALO ALTO NETWORKS INC | $76.1M |
SCZISHARES TR | $76.0M |
KMIKINDER MORGAN INC DEL | $74.5M |
AGGISHARES TR | $73.7M |
DUKDUKE ENERGY CORP NEW | $73.0M |
VVISA INC | $71.2M |
NDQINVESCO QQQ TR | $70.9M |
DFNMDIMENSIONAL ETF TRUST | $70.8M |
ROPROPER TECHNOLOGIES INC | $70.2M |
DIHPDIMENSIONAL ETF TRUST | $67.5M |
ACNACCENTURE PLC IRELAND | $67.3M |
LOWLOWES COS INC | $66.7M |
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