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 63 of 95
Duolingo, Inc.
DUOL|26603R106
Shares:
2021(+28.3%)
Value:
$627.7M(+22.9%)
TENET HEALTHCARE CORP
THC|88033G407
Shares:
4628(-7.5%)
Value:
$622.5M(-1.4%)
464287119
464287119
Shares:
7663(-3.0%)
Value:
$620.6M(-12.3%)
EQUITY RESIDENTIAL
EQR|29476L107
Shares:
8659(-8.7%)
Value:
$619.9M(-8.9%)
464286285
464286285
Shares:
16192
Value:
$619.0M
Udemy, Inc.
UDMY|902685106
Shares:
79437(+1.9%)
Value:
$616.4M(-3.9%)
TFS Financial CORP
TFSL|87240R107
Shares:
49716(-0.9%)
Value:
$616.0M(-2.3%)
TEVA PHARMACEUTICAL INDUSTRIES LTD
TEVA|881624209
Shares:
40074(+4.5%)
Value:
$615.9M(-27.1%)
THOMSON REUTERS CORP /CAN/
TRI.TO|884903808
Shares:
3564(-5.8%)
Value:
$615.8M(+1.5%)
COMMERCIAL METALS Co
CMC|201723103
Shares:
13349(-24.8%)
Value:
$614.2M(-30.2%)
438516956
438516956
Shares:
2900
Value:
$614.1M
AFFILIATED MANAGERS GROUP, INC.
AMG|008252108
Shares:
3650(-1.2%)
Value:
$613.3M(-10.2%)
OMNICOM GROUP INC.
OMC|681919106
Shares:
7386(-2.3%)
Value:
$612.4M(-5.8%)
921935870
921935870
Shares:
6080
Value:
$611.2M
SKYWORKS SOLUTIONS, INC.
SWKS|83088M102
Shares:
9451(+82.8%)
Value:
$610.8M(+33.3%)
33735T109
33735T109
Shares:
44992
Value:
$610.5M
INDEPENDENT BANK CORP
INDB|453836108
Shares:
9745(-16.5%)
Value:
$610.5M(-18.5%)
ALEXANDRIA REAL ESTATE EQUITIES, INC.
ARE|015271109
Shares:
6591(+171.4%)
Value:
$609.9M(+157.5%)
Crocs, Inc.
CROX|227046109
Shares:
5727(-26.3%)
Value:
$608.3M(-28.6%)
PINNACLE WEST CAPITAL CORP
PNW|723484101
Shares:
6384(-11.8%)
Value:
$608.1M(-0.9%)