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 56 of 95
067901108
Shares:
46087(+4.2%)
Value:
$896.0M(+30.7%)
Shares:
71286(+202.1%)
Value:
$882.5M(+205.1%)
464288224
Shares:
75516(+12.3%)
Value:
$862.4M(+12.7%)
92189F502
Shares:
8426(+0.0%)
Value:
$851.9M(+2.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
21.4K | YoY NEW(+21.4K) | All Managers (Combined) | $904.1K | YoY NEW(+$904.1K) | |
55.1K | All Managers (Combined) | $897.7K | |||
5.2K | All Managers (Combined) | $896.2K | |||
2.8K | All Managers (Combined) | $896.0K | |||
(cusip067901108)✕ | 46.1K | YoY NEW(+46.1K) | All Managers (Combined) | $896.0K | YoY NEW(+$896.0K) |
Docusign, Inc.(DOCUcusip256163106) | 11.0K | QoQ -0.56% (-62)YoY NEW(+11.0K) | All Managers (Combined) | $895.5K | YoY NEW(+$895.5K) |
71.3K | YoY NEW(+71.3K) | All Managers (Combined) | $882.5K | YoY NEW(+$882.5K) | |
22.3K | YoY NEW(+22.3K) | All Managers (Combined) | $882.4K | YoY NEW(+$882.4K) | |
4.3K | All Managers (Combined) | $875.3K | |||
45.1K | QoQ -1.82% (-837)YoY NEW(+45.1K) | All Managers (Combined) | $875.0K | YoY NEW(+$875.0K) | |
Atlassian Corp(TEAMcusip049468101) | 4.1K | YoY NEW(+4.1K) | All Managers (Combined) | $874.9K | YoY NEW(+$874.9K) |
11.2K | QoQ +8.41% (+871)YoY NEW(+11.2K) | All Managers (Combined) | $871.2K | YoY NEW(+$871.2K) | |
324.3K | YoY NEW(+324.3K) | All Managers (Combined) | $866.0K | YoY NEW(+$866.0K) | |
(cusip464288224)✕ | 75.5K | All Managers (Combined) | $862.4K | ||
3.9K | YoY NEW(+3.9K) | All Managers (Combined) | $861.1K | YoY NEW(+$861.1K) | |
Firstenergy Corp(FEcusip337932107) | 21.2K | All Managers (Combined) | $856.0K | ||
12.3K | YoY NEW(+12.3K) | All Managers (Combined) | $852.7K | YoY NEW(+$852.7K) | |
(cusip92189F502)✕ | 8.4K | QoQ 0.00% (+0)YoY NEW(+8.4K) | All Managers (Combined) | $851.9K | YoY NEW(+$851.9K) |
80.8K | YoY NEW(+80.8K) | All Managers (Combined) | $851.3K | YoY NEW(+$851.3K) | |
10.6K | All Managers (Combined) | $847.8K |