Focus Partners Wealth Q4 2023 Filing

Filed February 15, 2024

Portfolio Value

$6.9B

Holdings

774

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (774 positions)

StockValue
PFFISHARES TR
$683K
CPRTCOPART INC
$677K
MPCMARATHON PETE CORP
$668K
TROWPRICE T ROWE GROUP INC
$666K
VHTVANGUARD WORLD FDS
$665K
AWCAMERICAN WTR WKS CO INC NEW
$659K
ZBHZIMMER BIOMET HOLDINGS INC
$652K
PGXINVESCO EXCH TRADED FD TR II
$648K
HCAHCA HEALTHCARE INC
$647K
DONSPDR DOW JONES INDL AVERAGE
$646K
LITGLOBAL X FDS
$644K
MDRXVERADIGM INC
$642K
GSGOLDMAN SACHS GROUP INC
$640K
AZTAAZENTA INC
$637K
STZCONSTELLATION BRANDS INC
$636K
SCHMSCHWAB STRATEGIC TR
$634K
CCKCROWN HLDGS INC
$628K
MASMASCO CORP
$626K
REVIVA PHARMACEUTCLS HLDGS I
$623K
IFNINDIA FD INC
$610K
DWDMORGAN STANLEY
$608K
PRUPRUDENTIAL FINL INC
$604K
BSXBOSTON SCIENTIFIC CORP
$603K
PMBSPIMCO ETF TR
$595K
ITA*ISHARES TR
$590K
ONON SEMICONDUCTOR CORP
$589K
WOMNIMPACT SHS TR I
$583K
TIPISHARES TR
$583K
NVSTENVISTA HOLDINGS CORPORATION
$581K
ROBOEXCHANGE TRADED CONCEPTS TR
$579K
TSCOTRACTOR SUPPLY CO
$569K
STWDSTARWOOD PPTY TR INC
$569K
IWSISHARES TR
$565K
LBTYALIBERTY GLOBAL LTD
$564K
KMXCARMAX INC
$562K
CHTRCHARTER COMMUNICATIONS INC N
$557K
GEHCGE HEALTHCARE TECHNOLOGIES I
$556K
MRVLMARVELL TECHNOLOGY INC
$554K
AESAES CORP
$549K
VOOVVANGUARD ADMIRAL FDS INC
$543K
ADIANALOG DEVICES INC
$540K
XLYSELECT SECTOR SPDR TR
$539K
SRLNSSGA ACTIVE ETF TR
$536K
DCIDONALDSON INC
$535K
TTTRANE TECHNOLOGIES PLC
$535K
TMPTOMPKINS FINL CORP
$534K
SHOPSHOPIFY INC
$533K
IWYISHARES TR
$531K
FDSFACTSET RESH SYS INC
$525K
VSSVANGUARD INTL EQUITY INDEX F
$519K
CAVACAVA GROUP INC
$518K
CBCHUBB LIMITED
$518K
TQQQPROSHARES TR
$517K
ILMNILLUMINA INC
$515K
AEPAMERICAN ELEC PWR CO INC
$515K
ALSALLSTATE CORP
$513K
PYPLPAYPAL HLDGS INC
$510K
VGTVANGUARD WORLD FDS
$508K
BNDWVANGUARD SCOTTSDALE FDS
$505K
FNDASCHWAB STRATEGIC TR
$493K
IBBISHARES TR
$491K
JEPIJ P MORGAN EXCHANGE TRADED F
$491K
GBILGOLDMAN SACHS ETF TR
$491K
ACESALPS ETF TR
$478K
VYXNCR VOYIX CORPORATION
$477K
BHBBAR HBR BANKSHARES
$474K
PRFINVESCO EXCHANGE TRADED FD T
$473K
PGRPROGRESSIVE CORP
$467K
IBDQISHARES TR
$464K
CMGCHIPOTLE MEXICAN GRILL INC
$464K
AIGAMERICAN INTL GROUP INC
$455K
FLICUSDFIRST LONG IS CORP
$453K
MARMARRIOTT INTL INC NEW
$452K
DFISDIMENSIONAL ETF TRUST
$451K
SCHRSCHWAB STRATEGIC TR
$451K
HRHEALTHCARE RLTY TR
$447K
CBRECBRE GROUP INC
$445K
EX9EXELIXIS INC
$439K
UBSUBS GROUP AG
$438K
HYGISHARES TR
$432K
CGWINVESCO EXCH TRADED FD TR II
$432K
EQIXEQUINIX INC
$432K
ETF MANAGERS TR
$430K
ICLNISHARES TR
$429K
CNCRUSDETF SER SOLUTIONS
$420K
FFORD MTR CO DEL
$419K
SNSRGLOBAL X FDS
$415K
QUALISHARES TR
$413K
HAWXISHARES TR
$412K
WYWEYERHAEUSER CO MTN BE
$412K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$407K
SNPSSYNOPSYS INC
$407K
PDPINVESCO EXCHANGE TRADED FD T
$405K
PFFDGLOBAL X FDS
$403K
STTSTATE STR CORP
$401K
JDJD.COM INC
$399K
HSYHERSHEY CO
$399K
AVBAVALONBAY CMNTYS INC
$394K
SHVISHARES TR
$394K
OHIOMEGA HEALTHCARE INVS INC
$393K
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