Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FOCUS FINANCIAL NETWORK INC /ADV (CIK 925208) reported $2.66B across 710 reported positions in its SEC 13F filing for 2023-12-31. Largest positions: AAPL ($127.9M, 4.81%), SCHG ($121.8M, 4.58%), IVV ($107.8M, 4.05%), SCHD ($95.8M, 3.60%), QQQ ($92.5M, 3.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $127.9M | 4.81% | 664,314 | New |
| 2 | SCHG | SCHWAB STRATEGIC TR | $121.8M | 4.58% | 1.5M | New |
| 3 | IVV | ISHARES TR | $107.8M | 4.05% | 225,781 | New |
| 4 | SCHD | SCHWAB STRATEGIC TR | $95.8M | 3.60% | 1.3M | New |
| 5 | QQQ | INVESCO QQQ TR | $92.5M | 3.47% | 225,659 | New |
| 6 | NVDA | NVIDIA CORPORATION | $82.9M | 3.11% | 167,355 | New |
| 7 | AMZN | AMAZON COM INC | $64.0M | 2.40% | 420,931 | New |
| 8 | SCHV | SCHWAB STRATEGIC TR | $54.2M | 2.04% | 773,436 | New |
| 9 | MSFT | MICROSOFT CORP | $53.0M | 1.99% | 140,964 | New |
| 10 | UNH | UNITEDHEALTH GROUP INC | $41.5M | 1.56% | 78,830 | New |
| 11 | SPLG | SPDR SER TR | $38.6M | 1.45% | 690,604 | New |
| 12 | SPY | SPDR S&P 500 ETF TR | $34.8M | 1.31% | 72,859 | New |
| 13 | AGG | ISHARES TR | $34.7M | 1.31% | 349,960 | New |
| 14 | JPM | JPMORGAN CHASE & CO | $25.7M | 0.97% | 150,980 | New |
| 15 | GOOGL | ALPHABET INC | $25.0M | 0.94% | 179,068 | New |
| 16 | SCHX | SCHWAB STRATEGIC TR | $23.4M | 0.88% | 415,673 | New |
| 17 | SPSM | SPDR SER TR | $23.5M | 0.88% | 556,863 | New |
| 18 | SCHB | SCHWAB STRATEGIC TR | $22.8M | 0.86% | 410,055 | New |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $23.0M | 0.86% | 64,372 | New |
| 20 | QLD | PROSHARES TR | $22.7M | 0.85% | 298,215 | New |
| 21 | VXUS | VANGUARD STAR FDS | $22.1M | 0.83% | 381,217 | New |
| 22 | GTO | INVESCO ACTIVELY MANAGED ETF | $22.2M | 0.83% | 468,958 | New |
| 23 | XMHQ | INVESCO EXCHANGE TRADED FD T | $21.4M | 0.80% | 241,330 | New |
| 24 | SHOP | SHOPIFY INC | $20.1M | 0.76% | 258,484 | New |
| 25 | IWR | ISHARES TR | $18.7M | 0.70% | 241,072 | New |
Source: SEC Form 13F filings · as of 2023-12-31