Focus Partners Wealth
Filing Details
13F-HR/A • 2025-03-31
Filing Details
13F-HR/A • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-20
- Total Holdings
- 1,898
- Total Value
- 39915243295
- Accession Number
- 0001085146-25-003391
- Form Type
- 13F-HR/A
- CIK
- 0001542153
- Manager Name
- Focus Partners Wealth
Data Enrichment
70% identified1,331 identified567 unidentified
Holdings
1,898 positions
Manager:
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Page 34 of 95
25434V666
Shares:
144780(-0.0%)
Value:
$4.4B(+1.8%)
037833950
Shares:
19900(+38.2%)
Value:
$4.4B(+22.6%)
02156V109
Shares:
201753(-60.0%)
Value:
$4.4B(-59.3%)
316092808
Shares:
26918(+11.3%)
Value:
$4.3B(-2.9%)
78464A805
Shares:
61913(+30.3%)
Value:
$4.2B(+24.1%)
025072299
Shares:
68995
Value:
$4.1B
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
75.2K | YoY NEW(+75.2K) | All Managers (Combined) | $4.4M | YoY NEW(+$4.4M) | |
(cusip25434V666)✕ | 144.8K | QoQ -0.01% (-20)YoY NEW(+144.8K) | All Managers (Combined) | $4.4M | YoY NEW(+$4.4M) |
(cusip037833950)✕ | 19.9K | YoY NEW(+19.9K) | All Managers (Combined) | $4.4M | YoY NEW(+$4.4M) |
Fastenal Co(FASTcusip311900104) | 56.6K | All Managers (Combined) | $4.4M | ||
(cusip02156V109)✕ | 201.8K | YoY NEW(+201.8K) | All Managers (Combined) | $4.4M | YoY NEW(+$4.4M) |
Evercore Inc.(EVRcusip29977A105) | 21.8K | QoQ +1.97% (-422)YoY NEW(+21.8K) | All Managers (Combined) | $4.4M | YoY NEW(+$4.4M) |
39.0K | QoQ -0.02% (-8) | All Managers (Combined) | $4.3M | ||
(cusip316092808)✕ | 26.9K | YoY NEW(+26.9K) | All Managers (Combined) | $4.3M | YoY NEW(+$4.3M) |
Watsco Inc(WSOcusip942622200) | 8.5K | All Managers (Combined) | $4.3M | ||
155.2K | QoQ +0.63% (+973)YoY NEW(+155.2K) | All Managers (Combined) | $4.3M | YoY NEW(+$4.3M) | |
324.7K | All Managers (Combined) | $4.3M | |||
12.7K | All Managers (Combined) | $4.3M | |||
33.6K | All Managers (Combined) | $4.3M | |||
23.6K | All Managers (Combined) | $4.2M | |||
96.3K | All Managers (Combined) | $4.2M | |||
(cusip78464A805)✕ | 61.9K | All Managers (Combined) | $4.2M | ||
Corteva, Inc.(CTVAcusip22052L104) | 67.0K | All Managers (Combined) | $4.2M | ||
110.2K | YoY NEW(+110.2K) | All Managers (Combined) | $4.2M | YoY NEW(+$4.2M) | |
43.2K | All Managers (Combined) | $4.1M | |||
(cusip025072299)✕ | 69.0K | QoQ NEW(+69.0K) YoY NEW(+69.0K) | All Managers (Combined) | $4.1M | QoQ NEW(+$4.1M) YoY NEW(+$4.1M) |