StockDriftsStockDriftsTop 50 Focus Financial Network Inc /Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.81% | 664.3K | $127.9M | new | — | 2023-12-31 | |
| SCHG | SCHWAB STRATEGIC TR | 4.58% | 1.47M | $121.8M | new | — | 2023-12-31 | |
| IVV | ISHARES TR | 4.05% | 225.8K | $107.8M | new | — | 2023-12-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.6% | 1.26M | $95.8M | new | — | 2023-12-31 | |
| QQQ | INVESCO QQQ TR | 3.47% | 225.7K | $92.5M | new | — | 2023-12-31 | |
| NVDA | NVIDIA CORPORATION | 3.11% | 167.4K | $82.9M | new | — | 2023-12-31 | |
| AMZN | AMAZON COM INC | 2.4% | 420.9K | $64.0M | new | — | 2023-12-31 | |
| SCHV | SCHWAB STRATEGIC TR | 2.04% | 773.4K | $54.2M | new | — | 2023-12-31 | |
| MSFT | MICROSOFT CORP | 1.99% | 141.0K | $53.0M | new | — | 2023-12-31 | |
| UNH | UNITEDHEALTH GROUP INC | 1.56% | 78.8K | $41.5M | new | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Focus Financial Network Inc /Adv reports $2.66B in US-listed equity holdings across 710 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (4.8%), SCHG (4.6%) and IVV (4.0%). Figures reflect the Q4 2023 filing.
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Holdings on this page are parsed from Focus Financial Network Inc /Adv’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 925208). View Focus Financial Network Inc /Adv’s 13F filings on SEC