Focus Partners Wealth Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$46.2B

Holdings

2,028

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (2,028 positions)

StockValue
RYROYAL BK CDA
$26.0M
TRVCCITIGROUP INC
$25.7M
EPDENTERPRISE PRODS PARTNERS L
$25.7M
CMCSACOMCAST CORP NEW
$25.7M
ARMKARAMARK
$25.5M
FNDCSCHWAB STRATEGIC TR
$25.3M
SHVISHARES TR
$25.2M
NKENIKE INC
$25.2M
JAVAJ P MORGAN EXCHANGE TRADED F
$25.1M
CGGRCAPITAL GROUP GROWTH ETF
$25.0M
SPGSIMON PPTY GROUP INC NEW
$24.9M
FBCGFIDELITY COVINGTON TRUST
$24.7M
OKEONEOK INC NEW
$24.4M
DTEDTE ENERGY CO
$24.3M
MFCMANULIFE FINL CORP
$24.3M
ISCVISHARES TR
$24.3M
MCXMCCORMICK & CO INC
$24.2M
MMM3M CO
$24.1M
BCCCGLOBAL X FDS
$24.1M
AMHAMERICAN HOMES 4 RENT
$24.1M
GLTRABRDN PRECIOUS METALS BASKET
$23.9M
EXREXTRA SPACE STORAGE INC
$23.6M
AVSUAMERICAN CENTY ETF TR
$23.6M
MRVLMARVELL TECHNOLOGY INC
$23.4M
DFISDIMENSIONAL ETF TRUST
$23.3M
EEMISHARES TR
$23.2M
RTXRTX CORPORATION
$23.2M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$23.1M
BWXTBWX TECHNOLOGIES INC
$22.9M
HYGISHARES TR
$22.4M
AMATAPPLIED MATLS INC
$22.4M
SLYVSPDR SERIES TRUST
$22.3M
SYLDCAMBRIA ETF TR
$22.1M
VICIVICI PPTYS INC
$21.8M
EMREMERSON ELEC CO
$21.6M
CRWDCROWDSTRIKE HLDGS INC
$21.6M
ENSGENSIGN GROUP INC
$21.5M
WFC 7.5 PERP LWELLS FARGO CO NEW
$21.4M
QAINEW YORK LIFE INVESTMENTS ET
$21.3M
GEVGE VERNOVA INC
$21.3M
MARMARRIOTT INTL INC NEW
$21.3M
RDVIFIRST TR EXCHANGE-TRADED FD
$21.2M
ACLCAMERICAN CENTY ETF TR
$21.2M
BABOEING CO
$21.2M
IJTISHARES TR
$21.1M
NVTNVENT ELECTRIC PLC
$21.1M
IBDQISHARES TR
$21.0M
MKLMARKEL GROUP INC
$20.9M
DONSPDR DOW JONES INDL AVERAGE
$20.8M
JEPQJ P MORGAN EXCHANGE TRADED F
$20.8M
DHSWISDOMTREE TR
$20.7M
XLBSELECT SECTOR SPDR TR
$20.6M
JMSTJ P MORGAN EXCHANGE TRADED F
$20.6M
CEGCONSTELLATION ENERGY CORP
$20.6M
SMHVANECK ETF TRUST
$20.6M
DFSEDIMENSIONAL ETF TRUST
$20.5M
TRMBTRIMBLE INC
$20.4M
SPDWSPDR INDEX SHS FDS
$20.1M
USBUS BANCORP DEL
$20.0M
WFCWELLS FARGO CO NEW
$20.0M
SNPSSYNOPSYS INC
$19.8M
EXPEEXPEDIA GROUP INC
$19.6M
IWOISHARES TR
$19.5M
IPINTERNATIONAL PAPER CO
$19.5M
SMLFISHARES TR
$19.5M
BIPCBROOKFIELD INFRASTRUCTURE CO
$19.5M
UCONFIRST TR EXCHNG TRADED FD VI
$19.4M
GSLCGOLDMAN SACHS ETF TR
$19.3M
CVSCVS HEALTH CORP
$19.2M
FNDFSCHWAB STRATEGIC TR
$19.1M
SCHWSCHWAB CHARLES CORP
$19.0M
IBDRISHARES TR
$18.7M
PCORPROCORE TECHNOLOGIES INC
$18.6M
GBTCGRAYSCALE BITCOIN TRUST ETF
$18.5M
ANETARISTA NETWORKS INC
$18.5M
SCHVSCHWAB STRATEGIC TR
$18.5M
CTRACOTERRA ENERGY INC
$18.4M
IQLTISHARES TR
$18.4M
IDV*ISHARES TR
$18.3M
CCOCAMECO CORP
$18.3M
RWJINVESCO EXCH TRADED FD TR II
$18.2M
CMICUMMINS INC
$18.1M
ADBEADOBE INC
$18.1M
MDTMEDTRONIC PLC
$17.8M
BAC 7.25 PERP LBANK AMERICA CORP
$17.6M
ITWILLINOIS TOOL WKS INC
$17.6M
VONGVANGUARD SCOTTSDALE FDS
$17.5M
SHOPSHOPIFY INC
$17.4M
CGDGCAPITAL GROUP DIVIDEND VALUE
$17.1M
SCHMSCHWAB STRATEGIC TR
$17.1M
APDAIR PRODS & CHEMS INC
$17.1M
LHXL3HARRIS TECHNOLOGIES INC
$17.0M
CLCOLGATE PALMOLIVE CO
$16.9M
SPYMSPDR SERIES TRUST
$16.9M
ALSALLSTATE CORP
$16.8M
SNOWSNOWFLAKE INC
$16.6M
MUMICRON TECHNOLOGY INC
$16.6M
XLUSELECT SECTOR SPDR TR
$16.6M
KMBKIMBERLY-CLARK CORP
$16.5M
GILDGILEAD SCIENCES INC
$16.5M
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