Focus Partners Wealth Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$39.9B
Holdings
1,898
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,898 positions)
| Stock | Value |
|---|---|
DFGRDIMENSIONAL ETF TRUST | $84.9M |
GQ9SPDR GOLD TR | $84.7M |
INTUINTUIT | $84.1M |
MUBISHARES TR | $84.0M |
SPEMSPDR INDEX SHS FDS | $83.7M |
PANWPALO ALTO NETWORKS INC | $82.6M |
ISCGISHARES TR | $82.1M |
KOCOCA COLA CO | $79.9M |
AGGISHARES TR | $79.6M |
FICOFAIR ISAAC CORP | $79.6M |
SGOVISHARES TR | $79.3M |
ACWXISHARES TR | $78.8M |
IVEISHARES TR | $78.7M |
TJXTJX COS INC NEW | $78.6M |
CSGPCOSTAR GROUP INC | $77.9M |
DFAUDIMENSIONAL ETF TRUST | $77.4M |
SYYSYSCO CORP | $76.7M |
FBNDFIDELITY MERRIMACK STR TR | $75.8M |
ROPROPER TECHNOLOGIES INC | $73.5M |
BNDVANGUARD BD INDEX FDS | $72.3M |
HYDVANECK ETF TRUST | $71.9M |
DFICDIMENSIONAL ETF TRUST | $71.1M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $71.1M |
IBTGISHARES TR | $70.0M |
IWMISHARES TR | $69.6M |
TWTRADEWEB MKTS INC | $69.6M |
VRTXVERTEX PHARMACEUTICALS INC | $69.4M |
AMGNAMGEN INC | $69.0M |
MDLZMONDELEZ INTL INC | $68.8M |
TSLATESLA INC | $68.3M |
ABTABBOTT LABS | $66.4M |
DFSVDIMENSIONAL ETF TRUST | $64.3M |
DISDISNEY WALT CO | $62.7M |
NEENEXTERA ENERGY INC | $62.6M |
CRMSALESFORCE INC | $62.1M |
VCSHVANGUARD SCOTTSDALE FDS | $61.8M |
LOWLOWES COS INC | $61.6M |
ASMLASML HOLDING N V | $61.5M |
COWZPACER FDS TR | $61.0M |
EFVISHARES TR | $61.0M |
AMTAMERICAN TOWER CORP NEW | $60.9M |
GEHCGE HEALTHCARE TECHNOLOGIES I | $60.5M |
VXUSVANGUARD STAR FDS | $60.1M |
SCHXSCHWAB STRATEGIC TR | $58.9M |
VGSHVANGUARD SCOTTSDALE FDS | $58.7M |
ICEINTERCONTINENTAL EXCHANGE IN | $57.5M |
DFAIDIMENSIONAL ETF TRUST | $57.4M |
LINLINDE PLC | $56.9M |
BJBJS WHSL CLUB HLDGS INC | $56.6M |
NFLXNETFLIX INC | $56.6M |
KLACKLA CORP | $55.8M |
UYLDANGEL OAK FUNDS TRUST | $55.5M |
VBKVANGUARD INDEX FDS | $55.1M |
VTHRVANGUARD SCOTTSDALE FDS | $54.9M |
IBTIISHARES TR | $54.8M |
VOEVANGUARD INDEX FDS | $54.2M |
SUBISHARES TR | $54.1M |
AQLTISHARES TR | $53.9M |
T7DTRANSDIGM GROUP INC | $53.7M |
4I1PHILIP MORRIS INTL INC | $52.1M |
IWPISHARES TR | $51.6M |
PSXPHILLIPS 66 | $50.5M |
EFGISHARES TR | $50.5M |
AONAON PLC | $50.2M |
LMTLOCKHEED MARTIN CORP | $50.0M |
AXPAMERICAN EXPRESS CO | $49.1M |
SYKSTRYKER CORPORATION | $48.5M |
MCKMCKESSON CORP | $48.2M |
UBERUBER TECHNOLOGIES INC | $47.5M |
IUSBISHARES TR | $47.1M |
AMDADVANCED MICRO DEVICES INC | $46.9M |
FDXFEDEX CORP | $46.9M |
CMECME GROUP INC | $46.5M |
EFAISHARES TR | $45.7M |
WMWASTE MGMT INC DEL | $45.5M |
KVUEKENVUE INC | $45.1M |
VTEBVANGUARD MUN BD FDS | $45.1M |
ORCLORACLE CORP | $45.0M |
CPCANADIAN PACIFIC KANSAS CITY | $44.5M |
MDYSPDR S&P MIDCAP 400 ETF TR | $44.4M |
EOGEOG RES INC | $43.9M |
DFSUDIMENSIONAL ETF TRUST | $43.5M |
WDAYWORKDAY INC | $43.5M |
NOCNORTHROP GRUMMAN CORP | $43.2M |
JGROJ P MORGAN EXCHANGE TRADED F | $43.2M |
BNBROOKFIELD CORP | $42.9M |
DBEFDBX ETF TR | $42.8M |
CSXCSX CORP | $42.6M |
UPSUNITED PARCEL SERVICE INC | $42.4M |
UNPUNION PAC CORP | $42.4M |
VOOGVANGUARD ADMIRAL FDS INC | $42.2M |
SCHFSCHWAB STRATEGIC TR | $42.0M |
JEPIJ P MORGAN EXCHANGE TRADED F | $41.8M |
SCHDSCHWAB STRATEGIC TR | $41.6M |
ICSHISHARES TR | $41.5M |
AZOAUTOZONE INC | $40.6M |
IBMINTERNATIONAL BUSINESS MACHS | $40.4M |
DHRDANAHER CORPORATION | $40.3M |
HELOJ P MORGAN EXCHANGE TRADED F | $40.1M |
FISVFISERV INC | $39.9M |