Focus Partners Wealth

Filing Details

13F-HR/A • 2025-03-31
SEC
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% identified
1,331 identified567 unidentified

Holdings

1,898 positions
Manager:
SEC
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Page 56 of 95
FMC CORP
FMC|302491303
Shares:
21427(+137.7%)
Value:
$904.1M(+106.3%)
Plymouth Industrial REIT, Inc.
PLYM|729640102
Shares:
55075(+213.1%)
Value:
$897.7M(+186.7%)
Coinbase Global, Inc.
COIN|19260Q107
Shares:
5202(+7.5%)
Value:
$896.2M(-25.4%)
ANSYS INC
ANSS|03662Q105
Shares:
2830(+3.6%)
Value:
$896.0M(-2.8%)
067901108
067901108
Shares:
46087(+4.2%)
Value:
$896.0M(+30.7%)
DOCUSIGN, INC.
DOCU|256163106
Shares:
11001(-0.6%)
Value:
$895.5M(-10.0%)
Nuveen AMT-Free Municipal Credit Income Fund
NVG|67071L106
Shares:
71286(+202.1%)
Value:
$882.5M(+205.1%)
Essential Utilities, Inc.
WTRG|29670G102
Shares:
22322(-5.6%)
Value:
$882.4M(+2.7%)
DICK'S SPORTING GOODS, INC.
DKS|253393102
Shares:
4342(-2.1%)
Value:
$875.3M(-13.8%)
FIRST HORIZON CORP
FHN|320517105
Shares:
45057(-1.8%)
Value:
$875.0M(-5.3%)
Atlassian Corp
TEAM|049468101
Shares:
4122(+32.6%)
Value:
$874.9M(+15.7%)
Wheaton Precious Metals Corp.
WPM|962879102
Shares:
11223(+8.4%)
Value:
$871.2M(+49.6%)
SURF AIR MOBILITY INC.
SRFM|868927203
Shares:
324331(-5.8%)
Value:
$866.0M(-53.3%)
464288224
464288224
Shares:
75516(+12.3%)
Value:
$862.4M(+12.7%)
Paycom Software, Inc.
PAYC|70432V102
Shares:
3940(+220.8%)
Value:
$861.1M(+241.8%)
FIRSTENERGY CORP
FE|337932107
Shares:
21178(+0.9%)
Value:
$856.0M(+2.6%)
United Airlines Holdings, Inc.
UAL|910047109
Shares:
12349(+92.7%)
Value:
$852.7M(+37.0%)
92189F502
92189F502
Shares:
8426(+0.0%)
Value:
$851.9M(+2.4%)
American Airlines Group Inc.
AAL|02376R102
Shares:
80791(-23.0%)
Value:
$851.3M(-53.4%)
SERVICE CORP INTERNATIONAL
SCI|817565104
Shares:
10571(+3.1%)
Value:
$847.8M(+3.6%)