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",
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  null,
  null,
  "CAT",
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  "LOW",
  "ARCC",
  "BBDC",
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DBEF",
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  null,
  null,
  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  "PFN",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "IVT",
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  null,
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  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
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  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 • $2.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 15 of 35

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45782C508

Shares:23.6K

Value:$979.5K

% of Portfolio:0.0% ($979.5K/$2.4B)

33733E104

Shares:10.9K

Value:$974.1K

% of Portfolio:0.0% ($974.1K/$2.4B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:2.8K

Value:$971.4K

% of Portfolio:0.0% ($971.4K/$2.4B)

46137V191

Shares:8.5K

Value:$971.1K

% of Portfolio:0.0% ($971.1K/$2.4B)

47103U886

Shares:19.5K

Value:$960.4K

% of Portfolio:0.0% ($960.4K/$2.4B)

46140H502

Shares:13.4K

Value:$958.6K

% of Portfolio:0.0% ($958.6K/$2.4B)

33733E302

Shares:4.3K

Value:$948.8K

% of Portfolio:0.0% ($948.8K/$2.4B)

ALLSTATE CORP

ALL|020002101

Shares:4.6K

Value:$947.7K

% of Portfolio:0.0% ($947.7K/$2.4B)

STARBUCKS CORP

SBUX|855244109

Shares:9.6K

Value:$938.9K

% of Portfolio:0.0% ($938.9K/$2.4B)

RTX Corp

RTX|75513E101

Shares:7.1K

Value:$938.6K

% of Portfolio:0.0% ($938.6K/$2.4B)

45782C466

Shares:20.1K

Value:$932.3K

% of Portfolio:0.0% ($932.3K/$2.4B)

464287622

IWB|464287622

Shares:3.0K

Value:$927.6K

% of Portfolio:0.0% ($927.6K/$2.4B)

QUALCOMM INC/DE

QCOM|747525103

Shares:6.0K

Value:$917.1K

% of Portfolio:0.0% ($917.1K/$2.4B)

464287556

Shares:7.2K

Value:$915.7K

% of Portfolio:0.0% ($915.7K/$2.4B)

464287242

Shares:8.4K

Value:$912.2K

% of Portfolio:0.0% ($912.2K/$2.4B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:8.8K

Value:$908.1K

% of Portfolio:0.0% ($908.1K/$2.4B)

ADOBE INC.

ADBE|00724F101

Shares:2.4K

Value:$901.5K

% of Portfolio:0.0% ($901.5K/$2.4B)

81369Y704

Shares:6.9K

Value:$898.0K

% of Portfolio:0.0% ($898.0K/$2.4B)

464288281

Shares:9.8K

Value:$892.3K

% of Portfolio:0.0% ($892.3K/$2.4B)

46435U549

Shares:18.7K

Value:$887.7K

% of Portfolio:0.0% ($887.7K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C508)✕	23.6K	QoQ -0.67% (-160) YoY -14.67% (-4.1K)	All Managers (Combined)	$979.5K	0.0% ($979.5K/$2.4B)	QoQ -2.50% (-$25.2K) YoY -7.75% (-$82.3K)
(cusip33733E104)✕	10.9K	QoQ +0.11% (+13) YoY +25.28% (+2.2K)	All Managers (Combined)	$974.1K	0.0% ($974.1K/$2.4B)	QoQ +2.19% (+$20.9K) YoY +37.71% (+$266.7K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	2.8K	QoQ +16.19% (+384) YoY +8.97% (+227)	All Managers (Combined)	$971.4K	0.0% ($971.4K/$2.4B)	QoQ +19.73% (+$160.1K) YoY +30.64% (+$227.9K)
(cusip46137V191)✕	8.5K	QoQ +1.80% (-151) YoY +6.87% (+547)	All Managers (Combined)	$971.1K	0.0% ($971.1K/$2.4B)	QoQ -4.20% (-$42.7K) YoY +11.43% (+$99.6K)
(cusip47103U886)✕	19.5K	QoQ +2.55% (+487) YoY -46.63% (-17.1K)	All Managers (Combined)	$960.4K	0.0% ($960.4K/$2.4B)	QoQ +3.05% (+$28.5K) YoY -45.74% (-$809.6K)
(cusip46140H502)✕	13.4K	QoQ -0.05% (-7) YoY NEW(+13.4K)	All Managers (Combined)	$958.6K	0.0% ($958.6K/$2.4B)	QoQ +17.59% (-$143.4K) YoY NEW(+$958.6K)
(cusip33733E302)✕	4.3K	QoQ -2.01% (-88) YoY -46.49% (-3.7K)	All Managers (Combined)	$948.8K	0.0% ($948.8K/$2.4B)	QoQ -10.48% (-$111.2K) YoY -39.59% (-$622.0K)
ALLSTATE CORP(ALLcusip020002101)	4.6K	QoQ +0.08% (+4) YoY +4.80% (+209)	All Managers (Combined)	$947.7K	0.0% ($947.7K/$2.4B)	QoQ +7.51% (+$66.2K) YoY +28.95% (+$212.8K)
STARBUCKS CORP(SBUXcusip855244109)	9.6K	QoQ +0.18% (+18) YoY -12.87% (-1.4K)	All Managers (Combined)	$938.9K	0.0% ($938.9K/$2.4B)	QoQ +7.70% (+$67.2K) YoY -1.94% (-$18.6K)
RTX Corp(RTXcusip75513E101)	7.1K	QoQ +5.27% (+355) YoY +18.61% (+1.1K)	All Managers (Combined)	$938.6K	0.0% ($938.6K/$2.4B)	QoQ +20.49% (+$159.7K) YoY +56.00% (+$337.0K)
(cusip45782C466)✕	20.1K	QoQ +45.66% (+6.3K) YoY +39.11% (+5.7K)	All Managers (Combined)	$932.3K	0.0% ($932.3K/$2.4B)	QoQ +40.46% (+$268.6K) YoY +51.36% (+$316.4K)
(IWBcusip464287622)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$927.6K	0.0% ($927.6K/$2.4B)	QoQ NEW(+$927.6K) YoY NEW(+$927.6K)
QUALCOMM INC/DE(QCOMcusip747525103)	6.0K	QoQ -4.90% (-308) YoY +47.26% (+1.9K)	All Managers (Combined)	$917.1K	0.0% ($917.1K/$2.4B)	QoQ -4.90% (-$47.3K) YoY +40.12% (+$262.6K)
(cusip464287556)✕	7.2K	QoQ -9.37% (-741) YoY -11.95% (-972)	All Managers (Combined)	$915.7K	0.0% ($915.7K/$2.4B)	QoQ -12.33% (-$128.9K) YoY -9.64% (-$97.8K)
(cusip464287242)✕	8.4K	QoQ -5.80% (-517) YoY -16.58% (-1.7K)	All Managers (Combined)	$912.2K	0.0% ($912.2K/$2.4B)	QoQ -4.17% (-$39.7K) YoY -13.57% (-$143.3K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	8.8K	QoQ -18.60% (-2.0K) YoY -0.25% (-23)	All Managers (Combined)	$908.1K	0.0% ($908.1K/$2.4B)	QoQ -30.76% (-$403.5K) YoY -33.92% (-$466.3K)
ADOBE INC.(ADBEcusip00724F101)	2.4K	QoQ -14.19% (-389) YoY -20.11% (-592)	All Managers (Combined)	$901.5K	0.0% ($901.5K/$2.4B)	QoQ -25.99% (-$316.7K) YoY -35.25% (-$490.9K)
(cusip81369Y704)✕	6.9K	QoQ -13.99% (-1.1K) YoY -17.06% (-1.4K)	All Managers (Combined)	$898.0K	0.0% ($898.0K/$2.4B)	QoQ -14.44% (-$151.6K) YoY -9.93% (-$99.1K)
(cusip464288281)✕	9.8K	QoQ +9.34% (+842) YoY +11.88% (+1.0K)	All Managers (Combined)	$892.3K	0.0% ($892.3K/$2.4B)	QoQ +10.92% (+$87.9K) YoY +16.13% (+$124.0K)
(cusip46435U549)✕	18.7K	QoQ +47.31% (+6.0K) YoY +135.03% (+10.7K)	All Managers (Combined)	$887.7K	0.0% ($887.7K/$2.4B)	QoQ +50.61% (+$298.3K) YoY +143.66% (+$523.4K)