Focus Partners Wealth Q1 2024 Filing
Filed May 16, 2024
Portfolio Value
$12.3B
Holdings
981
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (981 positions)
| Stock | Value |
|---|---|
BSCRINVESCO BULLETSHARES 2027 CO | $9K |
DONSPDR DOW JONES INDL AVERAGE ETF TR UNIT | $9K |
MCXMCCORMICK & CO INC | $9K |
JMSTJ P MORGAN EXCHANGE TRADED F | $9K |
USBUS BANCORP | $9K |
NVTNVENT ELECTRIC PLC COM | $9K |
RWJInvesco S&P SmallCap 600 Revenue ETF | $9K |
MMM3M COMPANY | $9K |
LSTRLANDSTAR SYSTEM INC. | $9K |
ELVELEVANCE HEALTH, INC. | $9K |
MRSHMARSH & MCLENNAN COS | $9K |
MEARISHARES U S ETF TR | $9K |
CYBRCYBERARK SOFTWARE LTD COM | $9K |
EEMISHARES MSCI EMERGING MARKETS | $9K |
INTCINTEL CORP | $9K |
XLVSECTOR SPDR HEALTH CARE | $8K |
TIPISHARES BARCLAYS TIPS BOND | $8K |
ETNEATON CORP PLC COM | $8K |
ROPROPER INDS INC | $8K |
TOTLSPDR DOUBLELINE TOTAL RETURN TACT ETF | $8K |
XLFSECTOR SPDR FINANCIAL ETF | $8K |
ENSGTHE ENSIGN GROUP | $8K |
RSGREPUBLIC SERVICES INC CL A | $8K |
PXDEURPIONEER NATURAL RESOURCES CO | $8K |
PLDPROLOGIS INC | $8K |
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND | $8K |
GISGENERAL MILLS INC | $8K |
DUKDUKE ENERGY CORP | $8K |
ZTSZOETIS INC COM USD0.01 CL A | $7K |
FNDXSCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U | $7K |
DOWDOW CHEMICAL CO | $7K |
GLWCORNING INC | $7K |
CLCOLGATE-PALMOLIVE CO | $7K |
BNBROOKFIELD ASSET MANAGEMENT INC LTD VTG | $7K |
IGFISHARES GLOBAL INFRASTRUCTURE | $7K |
KLACKLA-TENCOR CORPORATION | $7K |
CATCATERPILLAR INC | $7K |
CMECME GROUP INC | $7K |
AGIALAMOS GOLD INC. | $7K |
LKQ1LKQ CORP | $7K |
NVONOVO-NORDISK ADR | $7K |
VBVANGUARD INDEX FDS VANGUARD SMALL CAP VI | $7K |
HUBSHUBSPOT INC COM | $7K |
PFFISHARES TR S&P US PFD STK INDEX FD | $7K |
VTEBVANGUARD MUNI BOND TAX-EXEMPT ETF | $6K |
USFDUS FOOD HOLDING CORP | $6K |
VNQVANGUARD REIT INDEX ETF | $6K |
FDXFEDEX CORP | $6K |
ONEQFIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK | $6K |
PAYXPAYCHEX INC | $6K |
GLGLOBE LIFE INC COM | $6K |
AMDADVANCED MICRO DEVICES INC | $6K |
DHSWISDOMTREE EQUITY INC FD | $6K |
ORIOLD REPUBLIC INTERNATIONAL | $6K |
BSCSINVESCO BULLETSHARES 2028 | $6K |
RLYSSGA ACTIVE ETF MULTI-ASSET REAL RETURN | $6K |
BPBP PLC ADR | $6K |
IJSISHARES S&P SMALLCAP VALUE INDEX | $6K |
IGVISHARES S&P NORTH AMERICAN TECHNOLOGY SO | $6K |
APHAMPHENOL CORPORATION | $6K |
FNFFIDELITY NATIONAL FINANCIAL INC | $6K |
NBIXNEUROCRINE BIOSCIENCES IN | $6K |
LECOLINCOLN ELECTRIC HOLDINGS | $6K |
EIXEDISON INTERNATIONAL | $6K |
SNSHARKNINJA INC | $6K |
GPCGENUINE PARTS CO | $6K |
NUBDNUSHARES ETF TR NUVEEN ESG US | $6K |
4I1PHILIP MORRIS INTERNATIONAL INC | $6K |
JPEMJp Morgan Divsfd Ret Emrg Mkts Eqty Etf | $6K |
IJKISHARES S&P MIDCAP 400 GROWTH INDEX | $6K |
BXBLACKSTONE GROUP L P COM UNIT REPSTG LTD | $6K |
WEAWESTERN ALLIANCE BANCORPORATION | $6K |
AQLTISHARES IBONDS DEC 2024 TERM MUNI BD ETF | $6K |
LMTLOCKHEED MARTIN CORP | $6K |
IJJISHARES S&P MIDCAP 400 VALUE INDEX | $6K |
ENBENBRIDGE INC | $6K |
KMIKINDER MORGAN INC | $6K |
XARSPDR S&P Aerospace & Defense | $5K |
JLLJONES LANG LASALLE INC. | $5K |
BAHBOOZ ALLEN HAMILTON | $5K |
NMIHNMI HOLDINGS INC CLASS A | $5K |
ADBEADOBE SYSTEMS INC | $5K |
VOVANGUARD MID-CAP ETF | $5K |
MCHPMICROCHIP TECHNOLOGY INC | $5K |
TOLTOLL BROS INC | $5K |
USHYiShares Broad USD High Yield Corporate Bond ETF | $5K |
SMSM ENERGY CO | $5K |
1939900DBROOKFIELD INFRASTRUCTURE CORP COM | $5K |
LYVLIVE NATION ENTMT | $5K |
MGKVANGUARD MEGA CAP GROWTH INDEX ETF | $5K |
QLTY2023 Etf Series Trust Ii Gmo Us Quality Etf | $5K |
BSCTINVESCO BULLETSHARES 2029 CO | $5K |
JPINJP Morgan Diversified Return International Equity | $5K |
IRMIRON MOUNTAIN INC | $5K |
SUBISHARES SHORT-TERM NATIONAL AM | $5K |
CHKPCHECK POINT SOFTWARE TECHNOLOGIES | $5K |
AMATAPPLIED MATERIALS INC | $5K |
BKNGBOOKING HLDGS INC COM | $5K |
WCNWASTE CONNECTIONS INC. | $5K |
CASYCASEY'S GENERAL STORES INC | $5K |