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
QQQMINVESCO EXCH TRADED FD TR II
$22.4M
SYLDCAMBRIA ETF TR
$22.3M
ETNEATON CORP PLC
$22.1M
HYGISHARES TR
$22.1M
CVSCVS HEALTH CORP
$22.0M
CGGRCAPITAL GROUP GROWTH ETF
$22.0M
SLYVSPDR SER TR
$22.0M
IPINTERNATIONAL PAPER CO
$21.9M
JMSTJ P MORGAN EXCHANGE TRADED F
$21.9M
WFC 7.5 PERP LWELLS FARGO CO NEW
$21.9M
VTVANGUARD INTL EQUITY INDEX F
$21.8M
DFSIDIMENSIONAL ETF TRUST
$21.7M
MMM3M CO
$21.6M
TRVCCITIGROUP INC
$21.6M
ENBENBRIDGE INC
$21.5M
ARMKARAMARK
$21.4M
CYBRCYBERARK SOFTWARE LTD
$21.2M
DFISDIMENSIONAL ETF TRUST
$21.1M
PTGXPROTAGONIST THERAPEUTICS INC
$21.0M
IWSISHARES TR
$21.0M
FBCGFIDELITY COVINGTON TRUST
$20.9M
VLUEISHARES TR
$20.6M
CTRACOTERRA ENERGY INC
$20.6M
AVSUAMERICAN CENTY ETF TR
$20.4M
XLBSELECT SECTOR SPDR TR
$20.2M
IAU*ISHARES GOLD TR
$20.1M
SCHGSCHWAB STRATEGIC TR
$20.0M
DWDMORGAN STANLEY
$19.9M
IDXXIDEXX LABS INC
$19.7M
DONSPDR DOW JONES INDL AVERAGE
$19.7M
EEMISHARES TR
$19.3M
VICIVICI PPTYS INC
$19.1M
KMBKIMBERLY-CLARK CORP
$19.0M
MDTMEDTRONIC PLC
$19.0M
GLTRABRDN PRECIOUS METALS BASKET
$19.0M
SPGSIMON PPTY GROUP INC NEW
$19.0M
VHTVANGUARD WORLD FD
$18.9M
VGTVANGUARD WORLD FD
$18.9M
IJTISHARES TR
$18.8M
IOOISHARES TR
$18.7M
ENSGENSIGN GROUP INC
$18.7M
EXPEEXPEDIA GROUP INC
$18.6M
VUSBVANGUARD BD INDEX FDS
$18.6M
DPZDOMINOS PIZZA INC
$18.5M
PYPLPAYPAL HLDGS INC
$18.3M
BAC 7.25 PERP LBANK AMERICA CORP
$18.3M
MARMARRIOTT INTL INC NEW
$18.2M
APDAIR PRODS & CHEMS INC
$18.1M
ACLCAMERICAN CENTY ETF TR
$18.0M
ZTSZOETIS INC
$17.9M
EMREMERSON ELEC CO
$17.8M
IEFISHARES TR
$17.7M
CGDGCAPITAL GROUP DIVIDEND VALUE
$17.7M
MTNVAIL RESORTS INC
$17.7M
TRMBTRIMBLE INC
$17.6M
SHPROSHARES TR
$17.6M
IWOISHARES TR
$17.5M
FNDCSCHWAB STRATEGIC TR
$17.4M
ADBEADOBE INC
$17.3M
SMLFISHARES TR
$17.0M
AMATAPPLIED MATLS INC
$17.0M
CLCOLGATE PALMOLIVE CO
$17.0M
SCHMSCHWAB STRATEGIC TR
$16.8M
BIPCBROOKFIELD INFRASTRUCTURE CO
$16.8M
FNDFSCHWAB STRATEGIC TR
$16.8M
USBUS BANCORP DEL
$16.7M
ALSALLSTATE CORP
$16.6M
MCXMCCORMICK & CO INC
$16.4M
QAINEW YORK LIFE INVESTMENTS ET
$16.4M
SPDWSPDR INDEX SHS FDS
$16.3M
IBDRISHARES TR
$16.3M
SNPSSYNOPSYS INC
$16.3M
UCONFIRST TR EXCHNG TRADED FD VI
$16.3M
GDYNGRID DYNAMICS HLDGS INC
$16.2M
BABOEING CO
$16.1M
RWJINVESCO EXCH TRADED FD TR II
$16.0M
GILDGILEAD SCIENCES INC
$16.0M
IDV*ISHARES TR
$15.9M
DEDEERE & CO
$15.8M
GWWGRAINGER W W INC
$15.8M
SDYSPDR SER TR
$15.8M
SCHWSCHWAB CHARLES CORP
$15.8M
JEPQJ P MORGAN EXCHANGE TRADED F
$15.7M
GBTCGRAYSCALE BITCOIN TRUST ETF
$15.2M
TLTISHARES TR
$15.1M
XTWOBONDBLOXX ETF TRUST
$15.1M
NUNU HLDGS LTD
$15.0M
BILSPDR SER TR
$15.0M
XLUSELECT SECTOR SPDR TR
$14.8M
DDOMINION ENERGY INC
$14.8M
PAYXPAYCHEX INC
$14.8M
MKLMARKEL GROUP INC
$14.7M
VONGVANGUARD SCOTTSDALE FDS
$14.6M
SBLKSTAR BULK CARRIERS CORP.
$14.6M
IBBISHARES TR
$14.6M
SNOWSNOWFLAKE INC
$14.5M
IJSISHARES TR
$14.5M
LNGCHENIERE ENERGY INC
$14.5M
CBOECBOE GLOBAL MKTS INC
$14.5M
WFCWELLS FARGO CO NEW
$14.3M
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