Focus-Partners-Wealth

Filing Details

13F-HR/A2025-03-31
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
Manager Name
Focus-Partners-Wealth
Data Enrichment
70% identified
1,331 identified567 unidentified

Holdings

1,898 positions • $39.9B total value
Manager:
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Page 7 of 95
92189H409
Shares:1.4M
Value:$71.9M
% of Portfolio:0.2% ($71.9M/$39.9B)
25434V799
Shares:2.6M
Value:$71.1M
% of Portfolio:0.2% ($71.1M/$39.9B)
BERKSHIRE HATHAWAY INC
Shares:89
Value:$71.1M
% of Portfolio:0.2% ($71.1M/$39.9B)
46436E858
Shares:3.0M
Value:$70.0M
% of Portfolio:0.2% ($70.0M/$39.9B)
464287655
Shares:348.7K
Value:$69.6M
% of Portfolio:0.2% ($69.6M/$39.9B)
Tradeweb Markets Inc.
Shares:468.6K
Value:$69.6M
% of Portfolio:0.2% ($69.6M/$39.9B)
VERTEX PHARMACEUTICALS INC / MA
Shares:143.2K
Value:$69.4M
% of Portfolio:0.2% ($69.4M/$39.9B)
AMGEN INC
Shares:221.5K
Value:$69.0M
% of Portfolio:0.2% ($69.0M/$39.9B)
Mondelez International, Inc.
Shares:1.0M
Value:$68.8M
% of Portfolio:0.2% ($68.8M/$39.9B)
Tesla, Inc.
Shares:263.5K
Value:$68.3M
% of Portfolio:0.2% ($68.3M/$39.9B)
ABBOTT LABORATORIES
Shares:500.9K
Value:$66.4M
% of Portfolio:0.2% ($66.4M/$39.9B)
25434V815
Shares:2.3M
Value:$64.3M
% of Portfolio:0.2% ($64.3M/$39.9B)
Walt Disney Co
Shares:635.9K
Value:$62.7M
% of Portfolio:0.2% ($62.7M/$39.9B)
NEXTERA ENERGY INC
Shares:882.5K
Value:$62.6M
% of Portfolio:0.2% ($62.6M/$39.9B)
Salesforce, Inc.
Shares:231.3K
Value:$62.1M
% of Portfolio:0.2% ($62.1M/$39.9B)
92206C409
Shares:783.2K
Value:$61.8M
% of Portfolio:0.2% ($61.8M/$39.9B)
LOWES COMPANIES INC
Shares:264.1K
Value:$61.6M
% of Portfolio:0.2% ($61.6M/$39.9B)
ASML HOLDING NV
Shares:92.8K
Value:$61.5M
% of Portfolio:0.2% ($61.5M/$39.9B)
69374H881
Shares:1.1M
Value:$61.0M
% of Portfolio:0.2% ($61.0M/$39.9B)
464288877
Shares:1.0M
Value:$61.0M
% of Portfolio:0.2% ($61.0M/$39.9B)