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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464287481
IWP|464287481
Shares:
439533(+0.8%)
Value:
$51.6B(-6.6%)
Phillips 66
PSX|718546104
Shares:
409156(+1.6%)
Value:
$50.5B(+10.2%)
464288885
EFG|464288885
Shares:
505115(-6.9%)
Value:
$50.5B(-3.9%)
Aon plc
AON|G0403H108
Shares:
125834(+27.7%)
Value:
$50.2B(+41.9%)
LOCKHEED MARTIN CORP
LMT|539830109
Shares:
111955(-1.6%)
Value:
$50.0B(-9.5%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
182334(-8.1%)
Value:
$49.1B(-16.6%)
STRYKER CORP
SYK|863667101
Shares:
130156(+1.4%)
Value:
$48.5B(+4.9%)
MCKESSON CORP
MCK|58155Q103
Shares:
71558(+71458.0%)
Value:
$48.2B(+4864433.3%)
Uber Technologies, Inc
UBER|90353T100
Shares:
651331(+651231.0%)
Value:
$47.5B(+6627000.5%)
46434V613
46434V613
Shares:
1022295(+1.9%)
Value:
$47.1B(+3.8%)
ADVANCED MICRO DEVICES INC
AMD|007903107
Shares:
456357(-24.1%)
Value:
$46.9B(-35.5%)
FEDEX CORP
FDX|31428X106
Shares:
192255(-0.5%)
Value:
$46.9B(-13.8%)
CME GROUP INC.
CME|12572Q105
Shares:
175537(+5.8%)
Value:
$46.5B(+20.6%)
464287465
EFA|464287465
Shares:
559050(-16.9%)
Value:
$45.7B(-10.2%)
WASTE MANAGEMENT INC
WM|94106L109
Shares:
196495(+196395.0%)
Value:
$45.5B(+4173376.1%)
Kenvue Inc.
KVUE|49177J102
Shares:
1881219(+20.2%)
Value:
$45.1B(+35.0%)
922907746
VTEB|922907746
Shares:
909113(+293.4%)
Value:
$45.1B(+289.4%)
ORACLE CORP
ORCL|68389X105
Shares:
321833(-1.4%)
Value:
$45.0B(-17.2%)
CANADIAN PACIFIC KANSAS CITY LTD/CN
CP.TO|13646K108
Shares:
634366(+6.2%)
Value:
$44.5B(+3.0%)
SPDR S&P MIDCAP 400 ETF TRUST
MDY|78467Y107
Shares:
83158(-7.5%)
Value:
$44.4B(-13.3%)