Focus Partners Wealth Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$38.5B

Holdings

1,853

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (1,853 positions)

StockValue
ADSKAUTODESK INC
$31K
LYGLLOYDS BANKING GROUP PLC
$31K
NGDNEW GOLD INC CDA
$31K
LRGFISHARES TR
$31K
KPTIEURKARYOPHARM THERAPEUTICS INC
$31K
VNQVANGUARD INDEX FDS
$31K
XLFSELECT SECTOR SPDR TR
$31K
HRTXHERON THERAPEUTICS INC
$31K
XLCSELECT SECTOR SPDR TR
$30K
JCPBJ P MORGAN EXCHANGE TRADED F
$30K
TAT&T INC
$29K
GLWCORNING INC
$29K
SHOPSHOPIFY INC
$29K
CGGOCAPITAL GROUP GBL GROWTH EQT
$28K
OKEONEOK INC NEW
$28K
MCOMOODYS CORP
$28K
FSVFIRSTSERVICE CORP NEW
$28K
CRWDCROWDSTRIKE HLDGS INC
$28K
SUSUNCOR ENERGY INC NEW
$28K
F 0 03/15/26FORD MTR CO
$28K
STZCONSTELLATION BRANDS INC
$28K
DHFBNY MELLON HIGH YIELD STRATE
$28K
HBIOHARVARD BIOSCIENCE INC
$28K
CURICURIOSITYSTREAM INC
$28K
AAMEATLANTIC AMERN CORP
$28K
IUSGISHARES TR
$27K
JPSTJ P MORGAN EXCHANGE TRADED F
$27K
MUNIPIMCO ETF TR
$27K
DDDUPONT DE NEMOURS INC
$27K
NSCNORFOLK SOUTHN CORP
$27K
PGRPROGRESSIVE CORP
$27K
RYROYAL BK CDA
$27K
BSCQINVESCO EXCH TRD SLF IDX FD
$27K
QAINEW YORK LIFE INVESTMENTS ET
$27K
RHCRH PLC
$26K
VYMVANGUARD WHITEHALL FDS
$26K
EPDENTERPRISE PRODS PARTNERS L
$26K
IMMXIMMIX BIOPHARMA INC
$26K
TPLTEXAS PACIFIC LAND CORPORATI
$26K
VEUVANGUARD INTL EQUITY INDEX F
$26K
ETNEATON CORP PLC
$26K
CDWCDW CORP
$26K
MARMARRIOTT INTL INC NEW
$26K
NUNU HLDGS LTD
$26K
CARYANGEL OAK FUNDS TRUST
$26K
VONVVANGUARD SCOTTSDALE FDS
$25K
ESEVERSOURCE ENERGY
$25K
AMHAMERICAN HOMES 4 RENT
$25K
SCHBSCHWAB STRATEGIC TR
$25K
NRDYNERDY INC
$25K
PYPLPAYPAL HLDGS INC
$25K
JMSTJ P MORGAN EXCHANGE TRADED F
$25K
KLACKLA CORP
$25K
GDGENERAL DYNAMICS CORP
$24K
SLYVSPDR SER TR
$24K
QLTY2023 ETF SERIES TRUST II
$24K
DTMDT MIDSTREAM INC
$24K
NKENIKE INC
$24K
CGGRCAPITAL GROUP GROWTH ETF
$24K
ACWIISHARES TR
$24K
MFCMANULIFE FINL CORP
$24K
EXREXTRA SPACE STORAGE INC
$23K
IBDQISHARES TR
$23K
CA8ACACI INTL INC
$23K
GDYNGRID DYNAMICS HLDGS INC
$23K
SYLDCAMBRIA ETF TR
$23K
ARMKARAMARK
$23K
BCCCGLOBAL X FDS
$23K
IOOISHARES TR
$23K
IMCVISHARES TR
$23K
MRVLMARVELL TECHNOLOGY INC
$23K
BRK-BBERKSHIRE HATHAWAY INC DEL
$22K
ISCGISHARES TR
$22K
WFC 7.5 PERP LWELLS FARGO CO NEW
$22K
DWDMORGAN STANLEY
$22K
MTNVAIL RESORTS INC
$22K
8NI0NIKOLA CORP
$22K
GEGE AEROSPACE
$22K
IPINTERNATIONAL PAPER CO
$22K
AVEMAMERICAN CENTY ETF TR
$22K
IWSISHARES TR
$22K
SHVISHARES TR
$22K
FBCGFIDELITY COVINGTON TRUST
$22K
SCHGSCHWAB STRATEGIC TR
$21K
DTEDTE ENERGY CO
$21K
JEFJEFFERIES FINL GROUP INC
$21K
VTVANGUARD INTL EQUITY INDEX F
$21K
IVLUISHARES TR
$21K
ABNBAIRBNB INC
$21K
APPAPPLOVIN CORP
$21K
DONSPDR DOW JONES INDL AVERAGE
$21K
AKBAAKEBIA THERAPEUTICS INC
$21K
TRVCCITIGROUP INC
$21K
JAVAJ P MORGAN EXCHANGE TRADED F
$20K
EXPEEXPEDIA GROUP INC
$20K
VEEVVEEVA SYS INC
$20K
EMREMERSON ELEC CO
$20K
VANGUARD INDEX FDS
$20K
XLBSELECT SECTOR SPDR TR
$20K
IJTISHARES TR
$20K
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