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Latest FOCUS FINANCIAL NETWORK INC /ADV Stock Portfolio

About FOCUS FINANCIAL NETWORK INC /ADV and 13F Hedge Fund Stock Holdings

FOCUS FINANCIAL NETWORK INC /ADV is a hedge fund based in MINNEAPOLIS, MN. On 29-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $4.5 Billions. In it's latest 13F Holdings report, FOCUS FINANCIAL NETWORK INC /ADV reported an equity portfolio of $2.7 Billions as of 31 Dec, 2023.

The top stock holdings of FOCUS FINANCIAL NETWORK INC /ADV are AAPL, FNDA, AGG. The fund has invested 4.8% of it's portfolio in APPLE INC and 4.6% of portfolio in SCHWAB STRATEGIC TR.

FOCUS FINANCIAL NETWORK INC /ADV opened new stock positions in APPLE INC (AAPL), SCHWAB STRATEGIC TR (FNDA) and ISHARES TR (AGG).

New Buys

Ticker$ Bought
apple inc127,900,000
schwab strategic tr121,792,000
ishares tr107,840,000
schwab strategic tr95,831,400
invesco qqq tr92,460,600
nvidia corporation82,877,800
amazon com inc63,956,300
schwab strategic tr54,217,900

New stocks bought by FOCUS FINANCIAL NETWORK INC /ADV

Additions

No additions were made to existing positions by FOCUS FINANCIAL NETWORK INC /ADV

Reductions

None of the existing positions were reduced by FOCUS FINANCIAL NETWORK INC /ADV

Sold off

None of the stocks were completely sold off by FOCUS FINANCIAL NETWORK INC /ADV

FOCUS FINANCIAL NETWORK INC /ADV Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of FOCUS FINANCIAL NETWORK INC /ADV

Last Reported on: 12 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions