Focus-Financial-Network

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "VSGX",
  null,
  null,
  null,
  null,
  "SPSC",
  "GDX",
  null,
  "GLBE",
  "ENTG",
  null,
  null,
  null,
  "ARM",
  "MU",
  null,
  "JXN",
  null,
  null,
  "FNDF",
  "FNDA",
  "MPLX",
  "ACN",
  null,
  null,
  "OTTR",
  "MMM",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "MAIN",
  null,
  null,
  null,
  "VONG",
  "ALL",
  "GOOGL",
  "VDE",
  "AXP",
  null,
  "GDXJ",
  "NMZ",
  null,
  "SENS",
  "SCHH",
  null,
  "APG",
  null,
  null,
  "ASML",
  "T",
  null,
  "BLK",
  "GLTR",
  null,
  null,
  "CAT",
  "AVGO",
  "LOW",
  "ARCC",
  "BBDC",
  "BST",
  "BSX",
  "HRB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DBEF",
  "CCI",
  "CMI",
  null,
  null,
  null,
  null,
  "DUK",
  null,
  "UTG",
  "PDI",
  null,
  null,
  null,
  null,
  null,
  null,
  "EOG",
  null,
  null,
  null,
  "AG",
  null,
  "PNR",
  null,
  null,
  null,
  null,
  "PFN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "GIS",
  null,
  null,
  "HLT",
  null,
  "BSTZ",
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  "MCD",
  "INTU",
  "DKL",
  null,
  null,
  "QBTS",
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  null,
  null,
  "QCOM",
  null,
  null,
  "ISRG",
  null,
  "ACI",
  null,
  "HUBB",
  "EMXC",
  "GOF",
  null,
  "ITW",
  null,
  null,
  null,
  null,
  null,
  "AMAT",
  null,
  null,
  "EMR",
  null,
  "BKNG",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVT",
  "HEFA",
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  "QUBT",
  null,
  null,
  null,
  null,
  null,
  "STKL",
  null,
  null,
  null,
  null,
  null,
  "MEGI",
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  "IWS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EXG",
  "NMS",
  null,
  null,
  null,
  "MRVL",
  "SILA",
  "MA",
  null,
  "PODD",
  "MDT",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "EPR",
  "FIS",
  "GE",
  "GPC",
  "HRL",
  "NVS",
  "NU",
  "OXY",
  null,
  null,
  null,
  "OMC",
  null,
  null,
  "ORLY",
  null,
  "DLN",
  "BX",
  "AMP",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  null,
  "IWD",
  "ORCL",
  "OKE",
  null,
  "VGIT",
  null,
  null,
  null,
  "VHT",
  "IRT",
  null,
  null,
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  "IRM",
  null,
  "DNP",
  "PGR",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  null,
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "LDOS",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  null,
  "VZ",
  null,
  null,
  null,
  "MKC",
  "AMGN",
  "KVUE",
  null,
  "PKG",
  "REGN",
  "FNDX",
  null,
  "ROK",
  null,
  "IEFA",
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "O",
  "RIO",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "SAP",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  "AMT",
  "RSG",
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TRV",
  "UBER",
  "UPS",
  "VNQ",
  "VO",
  "WMS",
  "VXF",
  "SOUN",
  "VV",
  "ATEC",
  "SNBR",
  "VOE",
  "SCHW",
  "SUN",
  "ACWV",
  null,
  null,
  null,
  "VWO",
  "ETV",
  "SIVR",
  "HPS",
  null,
  "HR",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  null,
  "DSL",
  "VIG",
  null,
  null,
  null,
  null,
  "IWO",
  "XLB",
  null,
  "IWN",
  "IEF",
  "GGG",
  null,
  "TSM",
  null,
  "OHI",
  null,
  null,
  null,
  null,
  null,
  "ETR",
  null,
  "VYM",
  null,
  "DD",
  "VRTX",
  "MGC",
  "VRT",
  "RLI",
  null,
  "ADSK",
  "AON",
  "AMCR",
  "APTV",
  "STWD",
  null,
  "AXON",
  "AMD",
  "SDY",
  "FI",
  "DRI",
  "IP",
  "F",
  "WEC",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "DPG",
  "AEP",
  "SGOL",
  "HWKN",
  null,
  null,
  null,
  null,
  null,
  null,
  "FDS",
  "NVO",
  "DHI",
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "IVE",
  null,
  "PFG",
  null,
  null,
  null,
  "ESGD",
  null,
  null,
  null,
  null,
  null,
  null,
  "NTES",
  null,
  null,
  null,
  "HBAN",
  "PDD",
  null,
  "DKNG",
  "VPL",
  null,
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "BLV",
  "VALE",
  "MGK",
  null,
  "VXUS",
  "VGLT",
  "VBK",
  "BNDX",
  "MGV",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  null,
  "VTV",
  "V",
  null,
  "WMT",
  "WFC",
  "WELL",
  "WHR",
  "WPM",
  null,
  null,
  null,
  null,
  "WPC",
  "XEL",
  "WDAY",
  "YUM",
  null,
  "SOLV",
  null,
  null,
  "SCHD",
  "ET",
  "BIIB",
  null,
  "DVY",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "MSCI",
  "MTZ",
  "NSC",
  "NOK",
  null,
  "MGM",
  "SO",
  "TTD",
  null,
  "PSX",
  "CRM",
  null,
  null,
  "RDDT",
  "SYY",
  "DIA",
  null,
  "SPOT",
  null,
  null,
  null,
  null,
  null,
  null,
  "MTUM",
  "LNTH",
  null,
  null,
  null,
  "GEV",
  "MELI",
  "DGRO",
  "MCK",
  null,
  null,
  "NVT",
  null,
  null,
  null,
  null,
  "ESGU",
  null,
  "PSA",
  null,
  null,
  null,
  "PAYC",
  "FDX",
  null,
  "AME",
  "KMB",
  "LULU",
  "ATOS",
  "ADP",
  "AZO",
  "BAC",
  "BRK-B",
  "BDX",
  "BZH",
  null,
  null,
  "BA",
  null,
  "BMY",
  "BAM.TO",
  null,
  "CARR",
  "CELC",
  "CVX",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "C",
  "CLFD",
  "KO",
  "COIN",
  "CMCSA",
  "COP",
  "STZ",
  "COST",
  "GLW",
  "CTVA",
  "CRWD",
  "CVS",
  "DHR",
  "DELL",
  "DE",
  "DVN",
  "DAL",
  "DLR",
  "DCI",
  "RSP",
  null,
  null,
  "EFA",
  "ADI",
  "USMV",
  "IWB",
  "NEE",
  "MAR",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 684
Total Value: 2445843062
Accession Number: 0001754960-25-000196
Form Type: 13F-HR
CIK: focus-financial-network
Manager Name: Focus-Financial-Network

Data Enrichment

56% identified

381 identified303 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

684 positions • $2,445,843.062K total value

684 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 11 of 35

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33734H106

Shares:39.5K

Value:$1.8M

46432F396

MTUM|46432F396

Shares:8.7K

Value:$1.7M

45782C326

Shares:44.0K

Value:$1.7M

922908751

VB|922908751

Shares:7.8K

Value:$1.7M

46137V282

Shares:50.5K

Value:$1.7M

00888H711

Shares:59.4K

Value:$1.7M

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:6.9K

Value:$1.7M

Main Street Capital CORP

MAIN|56035L104

Shares:29.7K

Value:$1.7M

808524706

Shares:60.6K

Value:$1.7M

Palo Alto Networks Inc

PANW|697435105

Shares:9.8K

Value:$1.7M

233051143

Shares:32.8K

Value:$1.7M

33734K109

Shares:16.0K

Value:$1.6M

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:16.0K

Value:$1.6M

ALTRIA GROUP, INC.

MO|02209S103

Shares:26.5K

Value:$1.6M

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:25.5K

Value:$1.6M

ORACLE CORP

ORCL|68389X105

Shares:11.1K

Value:$1.6M

922908611

VBR|922908611

Shares:8.3K

Value:$1.6M

DANAHER CORP /DE/

DHR|235851102

Shares:7.6K

Value:$1.6M

PIMCO Dynamic Income Fund

PDI|72201Y101

Shares:76.6K

Value:$1.5M

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:2.9K

Value:$1.5M

Instrument	Shares		Other Manager	Value
(cusip33734H106)✕	39.5K	QoQ +6.47% (+2.4K) YoY +11.61% (+4.1K)	All Managers (Combined)	$1.8M	QoQ +8.79% (+$142.4K) YoY +24.02% (+$341.1K)
(MTUMcusip46432F396)	8.7K	QoQ +7.15% (+578) YoY +9.54% (+754)	All Managers (Combined)	$1.7M	QoQ +4.68% (+$78.3K) YoY +24.30% (+$342.1K)
(cusip45782C326)✕	44.0K	QoQ 0.00% (-0) YoY -0.05% (-25)	All Managers (Combined)	$1.7M	QoQ -1.60% (-$28.5K) YoY +11.77% (-$183.8K)
(VBcusip922908751)	7.8K	QoQ -1.23% (-98) YoY -41.87% (-5.6K)	All Managers (Combined)	$1.7M	QoQ -8.86% (-$168.6K) YoY -38.84% (-$1.1M)
(cusip46137V282)✕	50.5K	QoQ -5.61% (-3.0K) YoY -30.44% (-22.1K)	All Managers (Combined)	$1.7M	QoQ -13.73% (-$274.8K) YoY -27.29% (-$647.8K)
(cusip00888H711)✕	59.4K	QoQ -2.52% (-1.5K) YoY +8.44% (+4.6K)	All Managers (Combined)	$1.7M	QoQ -3.99% (-$71.2K) YoY +17.01% (+$248.7K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	6.9K	QoQ +0.60% (+41) YoY +12.23% (+748)	All Managers (Combined)	$1.7M	QoQ +13.79% (+$206.9K) YoY +53.77% (+$596.8K)
Main Street Capital CORP(MAINcusip56035L104)	29.7K	QoQ +9.42% (+2.6K) YoY +54.67% (+10.5K)	All Managers (Combined)	$1.7M	QoQ +5.65% (+$89.9K) YoY +85.27% (+$772.9K)
(cusip808524706)✕	60.6K	QoQ -2.16% (-1.3K) YoY -13.73% (-9.7K)	All Managers (Combined)	$1.7M	QoQ +1.29% (-$21.3K) YoY -4.02% (-$70.1K)
Palo Alto Networks Inc(PANWcusip697435105)	9.8K	QoQ -13.88% (-1.6K) YoY +41.78% (-2.9K)	All Managers (Combined)	$1.7M	QoQ -19.24% (-$398.2K) YoY -13.94% (-$270.8K)
(cusip233051143)✕	32.8K	QoQ +5.31% (-1.7K) YoY -10.64% (-3.9K)	All Managers (Combined)	$1.7M	QoQ -0.30% (-$5.0K) YoY -1.13% (-$19.1K)
(cusip33734K109)✕	16.0K	QoQ -0.21% (-34) YoY -22.22% (-4.6K)	All Managers (Combined)	$1.6M	QoQ -1.96% (-$33.0K) YoY -14.95% (-$288.6K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	16.0K	QoQ -11.46% (-2.1K) YoY +12.59% (+1.8K)	All Managers (Combined)	$1.6M	QoQ 0.00% (-$156) YoY +68.46% (+$657.7K)
ALTRIA GROUP, INC.(MOcusip02209S103)	26.5K	QoQ +1.61% (+420) YoY +31.08% (+6.3K)	All Managers (Combined)	$1.6M	QoQ +16.63% (+$226.6K) YoY +90.50% (+$755.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	25.5K	QoQ +5.75% (+1.4K) YoY -23.09% (-7.6K)	All Managers (Combined)	$1.6M	QoQ +10.23% (+$145.8K) YoY -1.35% (-$21.6K)
ORACLE CORP(ORCLcusip68389X105)	11.1K	QoQ +3.07% (-332) YoY +31.63% (+2.7K)	All Managers (Combined)	$1.6M	QoQ -13.51% (-$243.2K) YoY +58.66% (+$575.4K)
(VBRcusip922908611)	8.3K	QoQ +0.12% (-10) YoY +12.93% (+954)	All Managers (Combined)	$1.6M	QoQ -5.89% (-$97.2K) YoY +18.33% (+$240.4K)
DANAHER CORP /DE/(DHRcusip235851102)	7.6K	QoQ +0.46% (-35) YoY -18.33% (-1.7K)	All Managers (Combined)	$1.6M	QoQ -10.26% (-$177.6K) YoY -29.16% (-$638.8K)
PIMCO Dynamic Income Fund(PDIcusip72201Y101)	76.6K	QoQ +5.02% (+3.7K) YoY +65.78% (+30.4K)	All Managers (Combined)	$1.5M	QoQ +14.63% (+$195.7K) YoY +78.63% (+$674.8K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	2.9K	QoQ -8.59% (-270) YoY -20.70% (-750)	All Managers (Combined)	$1.5M	QoQ -14.39% (-$257.6K) YoY -18.10% (-$338.8K)