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

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Page 14 of 35

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92647N527

Shares:25.3K

Value:$1.2M

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:3.8K

Value:$1.2M

46434V803

HEFA|46434V803

Shares:32.5K

Value:$1.2M

78468R531

Shares:22.0K

Value:$1.2M

INDEPENDENCE REALTY TRUST, INC.

IRT|45378A106

Shares:55.3K

Value:$1.2M

Sila Realty Trust, Inc.

SILA|146280508

Shares:43.8K

Value:$1.2M

Alibaba Group Holding Ltd

BABA|01609W102

Shares:8.8K

Value:$1.2M

UNION PACIFIC CORP

UNP|907818108

Shares:4.9K

Value:$1.2M

LOCKHEED MARTIN CORP

LMT|539830109

Shares:2.6K

Value:$1.1M

67092P300

Shares:28.2K

Value:$1.1M

Autodesk, Inc.

ADSK|052769106

Shares:4.3K

Value:$1.1M

808524888

Shares:30.7K

Value:$1.1M

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:2.0K

Value:$1.1M

464288687

Shares:35.2K

Value:$1.1M

Walt Disney Co

DIS|254687106

Shares:10.6K

Value:$1.0M

464287507

IJH|464287507

Shares:17.7K

Value:$1.0M

00888H794

Shares:34.4K

Value:$1.0M

IRON MOUNTAIN INC

IRM|46284V101

Shares:11.8K

Value:$1.0M

Sunoco LP

SUN|86765K109

Shares:17.4K

Value:$1.0M

46137V746

Shares:10.3K

Value:$989.5K

Instrument	Shares		Other Manager	Value
(cusip92647N527)✕	25.3K	QoQ +0.55% (+140) YoY +54.63% (+8.9K)	All Managers (Combined)	$1.2M	QoQ +2.69% (+$31.2K) YoY +60.84% (+$448.7K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	3.8K	QoQ -0.85% (-33) YoY +46.67% (+1.2K)	All Managers (Combined)	$1.2M	QoQ +3.42% (-$39.0K) YoY +86.13% (+$545.1K)
(HEFAcusip46434V803)	32.5K	QoQ NEW(+32.5K) YoY -44.21% (-25.7K)	All Managers (Combined)	$1.2M	QoQ NEW(+$1.2M) YoY -40.14% (-$790.1K)
(cusip78468R531)✕	22.0K	QoQ +11.59% (+2.3K) YoY +3.31% (+706)	All Managers (Combined)	$1.2M	QoQ +5.70% (+$63.5K) YoY +14.34% (+$147.6K)
INDEPENDENCE REALTY TRUST, INC.(IRTcusip45378A106)	55.3K	QoQ -13.56% (-8.7K) YoY -24.74% (-18.2K)	All Managers (Combined)	$1.2M	QoQ -7.51% (-$95.3K) YoY +2.80% (-$32.1K)
Sila Realty Trust, Inc.(SILAcusip146280508)	43.8K	QoQ -8.76% (-4.2K) YoY NEW(+43.8K)	All Managers (Combined)	$1.2M	QoQ +0.20% (-$2.4K) YoY NEW(+$1.2M)
Alibaba Group Holding Ltd(BABAcusip01609W102)	8.8K	QoQ +2.96% (+254) YoY +29.06% (+2.0K)	All Managers (Combined)	$1.2M	QoQ +60.56% (+$440.4K) YoY +147.75% (+$696.3K)
UNION PACIFIC CORP(UNPcusip907818108)	4.9K	QoQ +4.09% (+194) YoY -37.78% (-3.0K)	All Managers (Combined)	$1.2M	QoQ +7.82% (+$84.5K) YoY -36.04% (-$656.9K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	2.6K	QoQ -4.84% (-130) YoY +11.32% (+260)	All Managers (Combined)	$1.1M	QoQ -12.51% (-$163.3K) YoY +9.05% (+$94.8K)
(cusip67092P300)✕	28.2K	QoQ +5.20% (+1.4K) YoY +15.92% (+3.9K)	All Managers (Combined)	$1.1M	QoQ +8.19% (+$86.5K) YoY +28.10% (+$250.3K)
Autodesk, Inc.(ADSKcusip052769106)	4.3K	QoQ -14.65% (-742) YoY -23.83% (-1.4K)	All Managers (Combined)	$1.1M	QoQ -24.40% (-$365.2K) YoY -5.32% (-$63.7K)
(cusip808524888)✕	30.7K	QoQ +1.29% (+394) YoY +6.29% (+1.8K)	All Managers (Combined)	$1.1M	QoQ +5.87% (+$61.1K) YoY +11.48% (+$113.5K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	2.0K	QoQ -9.75% (-215) YoY -1.68% (-34)	All Managers (Combined)	$1.1M	QoQ -13.91% (-$175.6K) YoY +33.21% (-$270.8K)
(cusip464288687)✕	35.2K	QoQ -7.51% (-2.9K) YoY -5.96% (-2.2K)	All Managers (Combined)	$1.1M	QoQ -9.60% (-$114.9K) YoY -5.93% (-$68.3K)
Walt Disney Co(DIScusip254687106)	10.6K	QoQ -2.10% (-227) YoY -10.69% (-1.3K)	All Managers (Combined)	$1.0M	QoQ -13.22% (-$158.8K) YoY -21.60% (-$287.0K)
(IJHcusip464287507)	17.7K	QoQ +19.91% (+2.9K) YoY +19.76% (+2.9K)	All Managers (Combined)	$1.0M	QoQ +12.29% (+$113.3K) YoY +23.84% (+$199.2K)
(cusip00888H794)✕	34.4K	QoQ +73.51% (+14.6K) YoY NEW(+34.4K)	All Managers (Combined)	$1.0M	QoQ +70.83% (+$427.8K) YoY NEW(+$1.0M)
IRON MOUNTAIN INC(IRMcusip46284V101)	11.8K	QoQ +0.11% (-13) YoY -2.57% (-312)	All Managers (Combined)	$1.0M	QoQ -17.86% (-$223.0K) YoY +13.66% (-$123.2K)
Sunoco LP(SUNcusip86765K109)	17.4K	QoQ +4.80% (+795) YoY +14.29% (+2.2K)	All Managers (Combined)	$1.0M	QoQ +18.28% (+$155.7K) YoY +22.04% (+$182.0K)
(cusip46137V746)✕	10.3K	QoQ -4.35% (-469) YoY -10.75% (-1.2K)	All Managers (Combined)	$989.5K	QoQ -9.71% (-$106.4K) YoY +0.37% (-$3.7K)