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 65 of 95
Shares:
24911(+53.9%)
Value:
$579.7M(+48.9%)
46436E593
Shares:
29331(+9.8%)
Value:
$576.7M(+12.5%)
37954Y392
Shares:
22828(-1.1%)
Value:
$569.5M(+5.1%)
464288869
Shares:
5036(+6.7%)
Value:
$558.5M(-9.2%)
78463X418
Shares:
4353(+0.0%)
Value:
$555.9M(+3.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
7.5K | YoY NEW(+7.5K) | All Managers (Combined) | $584.2K | YoY NEW(+$584.2K) | |
24.9K | YoY NEW(+24.9K) | All Managers (Combined) | $579.7K | YoY NEW(+$579.7K) | |
9.5K | YoY NEW(+9.5K) | All Managers (Combined) | $577.9K | YoY NEW(+$577.9K) | |
11.6K | All Managers (Combined) | $577.4K | |||
(cusip46436E593)✕ | 29.3K | YoY NEW(+29.3K) | All Managers (Combined) | $576.7K | YoY NEW(+$576.7K) |
4.6K | All Managers (Combined) | $574.0K | |||
4.5K | YoY NEW(+4.5K) | All Managers (Combined) | $573.7K | YoY NEW(+$573.7K) | |
18.2K | YoY NEW(+18.2K) | All Managers (Combined) | $571.6K | YoY NEW(+$571.6K) | |
81.0K | All Managers (Combined) | $570.8K | |||
(cusip37954Y392)✕ | 22.8K | All Managers (Combined) | $569.5K | ||
Oshkosh Corp(OSKcusip688239201) | 6.0K | QoQ NEW(+6.0K) YoY NEW(+6.0K) | All Managers (Combined) | $566.9K | QoQ NEW(+$566.9K) YoY NEW(+$566.9K) |
9.5K | YoY NEW(+9.5K) | All Managers (Combined) | $565.9K | YoY NEW(+$565.9K) | |
6.4K | YoY NEW(+6.4K) | All Managers (Combined) | $564.3K | YoY NEW(+$564.3K) | |
Autonation, Inc.(ANcusip05329W102) | 3.5K | YoY NEW(+3.5K) | All Managers (Combined) | $562.1K | YoY NEW(+$562.1K) |
16.9K | All Managers (Combined) | $559.6K | |||
6.5K | QoQ -3.13% (-209)YoY NEW(+6.5K) | All Managers (Combined) | $558.6K | YoY NEW(+$558.6K) | |
(cusip464288869)✕ | 5.0K | QoQ +6.74% (-318)YoY NEW(+5.0K) | All Managers (Combined) | $558.5K | YoY NEW(+$558.5K) |
43.9K | YoY NEW(+43.9K) | All Managers (Combined) | $557.1K | YoY NEW(+$557.1K) | |
16.8K | All Managers (Combined) | $556.0K | |||
(cusip78463X418)✕ | 4.4K | QoQ 0.00% (+0)YoY NEW(+4.4K) | All Managers (Combined) | $555.9K | YoY NEW(+$555.9K) |