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 6 of 95
25434V658
25434V658
Shares:
3234387(+5.4%)
Value:
$84.9B(+8.4%)
SPDR GOLD TRUST
GLD|78463V107
Shares:
293937(-24.3%)
Value:
$84.7B(-9.9%)
INTUIT INC.
INTU|461202103
Shares:
136907(-6.4%)
Value:
$84.1B(-8.5%)
464288414
MUB|464288414
Shares:
796946(+9.7%)
Value:
$84.0B(+8.6%)
78463X509
78463X509
Shares:
2126900(+14.2%)
Value:
$83.7B(+17.2%)
Palo Alto Networks Inc
PANW|697435105
Shares:
484110(+5.6%)
Value:
$82.6B(-0.9%)
464288604
464288604
Shares:
1823354(+303.0%)
Value:
$82.1B(+267.0%)
COCA COLA CO
KO|191216100
Shares:
1114964(+0.6%)
Value:
$79.9B(+15.8%)
464287226
464287226
Shares:
805134(-0.4%)
Value:
$79.6B(+1.6%)
FAIR ISAAC CORP
FICO|303250104
Shares:
43149(+2.5%)
Value:
$79.6B(-5.1%)
46436E718
46436E718
Shares:
787278(+31.3%)
Value:
$79.3B(+31.7%)
464288240
464288240
Shares:
1421254(+4711.1%)
Value:
$78.8B(+5014.5%)
464287408
IVE|464287408
Shares:
413144(-0.9%)
Value:
$78.7B(-1.1%)
TJX COMPANIES INC /DE/
TJX|872540109
Shares:
645707(+0.0%)
Value:
$78.6B(+0.8%)
COSTAR GROUP, INC.
CSGP|22160N109
Shares:
983793(+60.5%)
Value:
$77.9B(+77.6%)
25434V104
25434V104
Shares:
2014003(+21.3%)
Value:
$77.4B(+15.2%)
SYSCO CORP
SYY|871829107
Shares:
1022679(+12.3%)
Value:
$76.7B(+10.2%)
316188309
316188309
Shares:
1660567(+2.9%)
Value:
$75.8B(+4.7%)
ROPER TECHNOLOGIES INC
ROP|776696106
Shares:
124645(-1.8%)
Value:
$73.5B(+11.4%)
921937835
BND|921937835
Shares:
984273(+0.5%)
Value:
$72.3B(+2.7%)