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FOCUS FINANCIAL NETWORK INC /ADV13F | |
FOCUS FINANCIAL NETWORK INC /ADV | |
Last update 2024-02-13 | 699 Stocks (0 new) |
Value $2.65 Bil | Turnover 0 % |
Portfolio Report |
FOCUS FINANCIAL NETWORK INC /A... Top Holdings of 2023-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 664,314 | 127900.290 | 0% | 4.820 | 0% | 0.000 | +7.21% | +21.69% | 3548645.576 | Hardware | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 1,467,650 | 121792.170 | 0% | 4.590 | 0% | 0.580 | +8.30% | +28.30% | 33998.267 | ||
IVV | iShares Core S&P 500 ETF | 225,781 | 107839.670 | 0% | 4.060 | 0% | 0.030 | +6.62% | +22.20% | 548049.583 | ||
SCHD | Schwab US Dividend Equity ETF | 1,258,786 | 95831.390 | 0% | 3.610 | 0% | 0.200 | +3.02% | +11.58% | 63460.872 | ||
QQQ | INVESCO QQQ Trust | 225,659 | 92460.600 | 0% | 3.480 | 0% | 0.040 | +7.00% | +20.97% | 298800.510 | ||
NVDA | NVIDIA Corp | 1,673,550 | 82877.760 | 0% | 3.120 | 0% | 0.010 | +24.30% | +183.81% | 3446955.600 | Semiconductors | |
AMZN | Amazon.com Inc | 420,931 | 63956.310 | 0% | 2.410 | 0% | 0.000 | +3.23% | +23.99% | 1977259.845 | Retail - Cyclical | |
SCHV | Schwab U.S. Large-Cap Value ETF | 773,436 | 54217.880 | 0% | 2.040 | 0% | 0.530 | +5.04% | +15.02% | 11886.336 | ||
MSFT | Microsoft Corp | 140,964 | 53007.930 | 0% | 2.000 | 0% | 0.000 | +0.52% | +14.09% | 3172348.353 | Software | |
UNH | UnitedHealth Group Inc | 78,830 | 41501.310 | 0% | 1.560 | 0% | 0.010 | -0.43% | +8.63% | 521952.875 | Healthcare Plans |
FOCUS FINANCIAL NETWORK INC /ADV's Historical Top Holdings Breakdowns
FOCUS FINANCIAL NETWORK INC /ADV Total Holding History ($B)
FOCUS FINANCIAL NETWORK INC /ADV's Asset Allocation
FOCUS FINANCIAL NETWORK INC /ADV Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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FOCUS FINANCIAL NETWORK INC /ADV's Hypothetical Growth since 2023-12-31
FOCUS FINANCIAL NETWORK INC /ADV's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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FOCUS FINANCIAL NETWORK INC /ADV's Holdings Heat Map
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FOCUS FINANCIAL NETWORK INC /ADV's Holdings Bubble Chart
FOCUS FINANCIAL NETWORK INC /ADV News
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