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Focus Financial Network Inc /Adv

Portfolio Manager
Focus Financial Network Inc /Adv
Performance
0% (N/A)
AUM (13F)
$2.66B
# of Holdings
710
Performance Rank
N/A
Allocation (Top 20)
N/A

Focus Financial Network Inc /Adv Holdings Map

Top 50 Focus Financial Network Inc /Adv Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
4.81%664.3K$127.9Mnew2023-Q4: 664.3K shares2023-12-31
SCHG
SCHWAB STRATEGIC TR
4.58%1.47M$121.8Mnew2023-Q4: 1.47M shares2023-12-31
IVV
ISHARES TR
4.05%225.8K$107.8Mnew2023-Q4: 225.8K shares2023-12-31
SCHD
SCHWAB STRATEGIC TR
3.6%1.26M$95.8Mnew2023-Q4: 1.26M shares2023-12-31
QQQ
INVESCO QQQ TR
3.47%225.7K$92.5Mnew2023-Q4: 225.7K shares2023-12-31
NVDA
NVIDIA CORPORATION
3.11%167.4K$82.9Mnew2023-Q4: 167.4K shares2023-12-31
AMZN
AMAZON COM INC
2.4%420.9K$64.0Mnew2023-Q4: 420.9K shares2023-12-31
SCHV
SCHWAB STRATEGIC TR
2.04%773.4K$54.2Mnew2023-Q4: 773.4K shares2023-12-31
MSFT
MICROSOFT CORP
1.99%141.0K$53.0Mnew2023-Q4: 141.0K shares2023-12-31
UNH
UNITEDHEALTH GROUP INC
1.56%78.8K$41.5Mnew2023-Q4: 78.8K shares2023-12-31

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