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)

StockValue
RSGREPUBLIC SVCS INC
$39.9M
WMBWILLIAMS COS INC
$39.7M
DFAEDIMENSIONAL ETF TRUST
$39.5M
DGROISHARES TR
$39.3M
ISRGINTUITIVE SURGICAL INC
$39.3M
AVESAMERICAN CENTY ETF TR
$39.3M
HSYHERSHEY CO
$39.0M
GISGENERAL MLS INC
$38.9M
SCHCSCHWAB STRATEGIC TR
$38.9M
IWRISHARES TR
$38.8M
VGLTVANGUARD SCOTTSDALE FDS
$38.7M
IUSVISHARES TR
$38.1M
PFEPFIZER INC
$38.1M
ADPAUTOMATIC DATA PROCESSING IN
$37.8M
IXCISHARES TR
$37.3M
BRBROADRIDGE FINL SOLUTIONS IN
$37.2M
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$37.1M
LQDISHARES TR
$37.1M
BSXBOSTON SCIENTIFIC CORP
$36.9M
TAT&T INC
$36.4M
VOVANGUARD INDEX FDS
$36.4M
PLTRPALANTIR TECHNOLOGIES INC
$36.3M
BACVERIZON COMMUNICATIONS INC
$36.1M
PNCPNC FINL SVCS GROUP INC
$36.1M
VBVANGUARD INDEX FDS
$35.8M
IGSBISHARES TR
$35.2M
JJACOBS SOLUTIONS INC
$35.2M
KKRKKR & CO INC
$35.0M
VIRTVIRTU FINL INC
$34.8M
JPSTJ P MORGAN EXCHANGE TRADED F
$34.7M
FNDXSCHWAB STRATEGIC TR
$33.7M
XLESELECT SECTOR SPDR TR
$33.5M
XMHQINVESCO EXCHANGE TRADED FD T
$33.3M
IVLUISHARES TR
$33.1M
CASSCASS INFORMATION SYS INC
$33.0M
IJKISHARES TR
$32.6M
LRCXLAM RESEARCH CORP
$32.1M
JCPBJ P MORGAN EXCHANGE TRADED F
$32.0M
AVUSAMERICAN CENTY ETF TR
$31.8M
PGRPROGRESSIVE CORP
$31.8M
CMCSACOMCAST CORP NEW
$31.6M
NVONOVO-NORDISK A S
$31.5M
FLMIFRANKLIN TEMPLETON ETF TR
$31.5M
AVEMAMERICAN CENTY ETF TR
$31.0M
SUSUNCOR ENERGY INC NEW
$30.9M
VYMIVANGUARD WHITEHALL FDS
$30.8M
SCHASCHWAB STRATEGIC TR
$30.8M
GEGE AEROSPACE
$30.6M
CA8ACACI INTL INC
$30.2M
LRGFISHARES TR
$30.1M
EMXCISHARES INC
$30.0M
IWNISHARES TR
$29.8M
AQLTISHARES TR
$29.8M
TPLTEXAS PACIFIC LAND CORPORATI
$29.3M
FSVFIRSTSERVICE CORP NEW
$29.2M
OKEONEOK INC NEW
$29.1M
VNQVANGUARD INDEX FDS
$29.1M
BXBLACKSTONE INC
$29.0M
DDDUPONT DE NEMOURS INC
$29.0M
EPDENTERPRISE PRODS PARTNERS L
$28.6M
VEUVANGUARD INTL EQUITY INDEX F
$28.4M
XLFSELECT SECTOR SPDR TR
$28.4M
GLWCORNING INC
$28.1M
QLTY2023 ETF SERIES TRUST II
$27.9M
KVYOKLAVIYO INC
$27.8M
URIUNITED RENTALS INC
$27.7M
MUNIPIMCO ETF TR
$27.6M
SHOPSHOPIFY INC
$27.6M
NSCNORFOLK SOUTHN CORP
$27.3M
CGGOCAPITAL GROUP GBL GROWTH EQT
$27.3M
CARYANGEL OAK FUNDS TRUST
$27.2M
BSCQINVESCO EXCH TRD SLF IDX FD
$26.7M
RHCRH PLC
$26.4M
BCCCGLOBAL X FDS
$26.4M
FQIDIGITAL RLTY TR INC
$26.3M
VYMVANGUARD WHITEHALL FDS
$26.1M
AMHAMERICAN HOMES 4 RENT
$26.1M
VONVVANGUARD SCOTTSDALE FDS
$25.9M
ALABASTERA LABS INC
$25.8M
SMMDISHARES TR
$25.3M
DTEDTE ENERGY CO
$25.2M
MCOMOODYS CORP
$25.0M
ACWIISHARES TR
$24.8M
GDGENERAL DYNAMICS CORP
$24.3M
SCHBSCHWAB STRATEGIC TR
$24.0M
DTMDT MIDSTREAM INC
$24.0M
VGSRMANAGER DIRECTED PORTFOLIOS
$23.8M
JHMMJOHN HANCOCK EXCHANGE TRADED
$23.7M
MFCMANULIFE FINL CORP
$23.6M
XLCSELECT SECTOR SPDR TR
$23.5M
EXREXTRA SPACE STORAGE INC
$23.2M
JAVAJ P MORGAN EXCHANGE TRADED F
$22.9M
ESEVERSOURCE ENERGY
$22.9M
NKENIKE INC
$22.9M
IUSGISHARES TR
$22.8M
VEEVVEEVA SYS INC
$22.7M
SHVISHARES TR
$22.7M
GSSTGOLDMAN SACHS ETF TR
$22.5M
RYROYAL BK CDA
$22.5M
IBDQISHARES TR
$22.5M
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