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 7 of 95
92189H409
92189H409
Shares:
1404769(-18.9%)
Value:
$71.9B(-20.0%)
25434V799
25434V799
Shares:
2559824(+7.5%)
Value:
$71.1B(+15.5%)
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
89(+169.7%)
Value:
$71.1B(+216.2%)
46436E858
46436E858
Shares:
3049401(+3.8%)
Value:
$70.0B(+4.4%)
464287655
IWM|464287655
Shares:
348723(-12.1%)
Value:
$69.6B(-20.6%)
Tradeweb Markets Inc.
TW|892672106
Shares:
468586(-1.2%)
Value:
$69.6B(+12.1%)
VERTEX PHARMACEUTICALS INC / MA
VRTX|92532F100
Shares:
143205(+1.5%)
Value:
$69.4B(+22.2%)
AMGEN INC
AMGN|031162100
Shares:
221488(+15.8%)
Value:
$69.0B(+38.4%)
Mondelez International, Inc.
MDLZ|609207105
Shares:
1014130(+5.7%)
Value:
$68.8B(+20.1%)
Tesla, Inc.
TSLA|88160R101
Shares:
263455(+9.8%)
Value:
$68.3B(-29.5%)
ABBOTT LABORATORIES
ABT|002824100
Shares:
500867(-0.9%)
Value:
$66.4B(+16.2%)
25434V815
25434V815
Shares:
2283031(+14.2%)
Value:
$64.3B(+4.4%)
Walt Disney Co
DIS|254687106
Shares:
635895(+635795.0%)
Value:
$62.7B(+7992721.1%)
NEXTERA ENERGY INC
NEE|65339F101
Shares:
882487(+0.8%)
Value:
$62.6B(-0.3%)
Salesforce, Inc.
CRM|79466L302
Shares:
231301(+4.3%)
Value:
$62.1B(-16.3%)
92206C409
92206C409
Shares:
783168(+6.5%)
Value:
$61.8B(+7.8%)
LOWES COMPANIES INC
LOW|548661107
Shares:
264052(-0.4%)
Value:
$61.6B(-5.9%)
ASML HOLDING NV
ASML|N07059210
Shares:
92784(+13.3%)
Value:
$61.5B(+8.3%)
69374H881
69374H881
Shares:
1114078(+1.7%)
Value:
$61.0B(-1.4%)
464288877
464288877
Shares:
1034812(-2.8%)
Value:
$61.0B(+9.2%)