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)
| Stock | Value |
|---|---|
DHFBNY MELLON HIGH YIELD STRATE | $28K |
HBIOHARVARD BIOSCIENCE INC | $28K |
CURICURIOSITYSTREAM INC | $28K |
AAMEATLANTIC AMERN CORP | $28K |
IMMXIMMIX BIOPHARMA INC | $26K |
TPLTEXAS PACIFIC LAND CORPORATI | $26K |
NRDYNERDY INC | $25K |
KLACKLA CORP | $25K |
CGGRCAPITAL GROUP GROWTH ETF | $24K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $22K |
WFC 7.5 PERP LWELLS FARGO CO NEW | $22K |
8NI0NIKOLA CORP | $22K |
AKBAAKEBIA THERAPEUTICS INC | $21K |
CMPXCOMPASS THERAPEUTICS INC | $20K |
PHPNGALECTIN THERAPEUTICS INC | $20K |
NINEQNINE ENERGY SERVICE INC | $19K |
OPENOPENDOOR TECHNOLOGIES INC | $19K |
DRIOEURDARIOHEALTH CORP | $19K |
BAC 7.25 PERP LBANK AMERICA CORP | $19K |
VGTVANGUARD WORLD FD | $18K |
ASNSUSDX4 PHARMACEUTICALS INC | $18K |
CGDGCAPITAL GROUP DIVIDEND VALUE | $17K |
GWWGRAINGER W W INC | $16K |
GBYSANGAMO THERAPEUTICS INC | $16K |
CAKE 0.375 06/15/26CHEESECAKE FACTORY INC | $15K |
MKLMARKEL GROUP INC | $14K |
VERUEURVERU INC | $14K |
MSCIMSCI INC | $13K |
VXRTVAXART INC | $12K |
UREUR-ENERGY INC | $12K |
A4SAMERIPRISE FINL INC | $11K |
—OMEGA THERAPEUTICS INC | $10K |
INN 1.5 02/15/26SUMMIT HOTEL PPTYS | $10K |
HUBSHUBSPOT INC | $9K |
PHPARKER-HANNIFIN CORP | $9K |
ARBKARGO BLOCKCHAIN PLC | $7K |
REGNREGENERON PHARMACEUTICALS | $7K |
NVRNVR INC | $6K |
COKECOCA COLA CONS INC | $6K |
PG4PRINCIPAL FINANCIAL GROUP IN | $6K |
AXONAXON ENTERPRISE INC | $3K |
ORLYOREILLY AUTOMOTIVE INC | $3K |
WTMWHITE MTNS INS GROUP LTD | $3K |
SPYSPDR S&P 500 ETF TR | $3K |
MTDMETTLER TOLEDO INTERNATIONAL | $3K |
EQIXEQUINIX INC | $2K |
MLMMARTIN MARIETTA MATLS INC | $2K |
ITGARTNER INC | $2K |
SMMTSUMMIT THERAPEUTICS INC | $2K |
TCBXTHIRD COAST BANCSHARES INC | $1K |
ULTAULTA BEAUTY INC | $1K |
CGMSCAPITAL GRP FIXED INCM ETF T | $1K |
FLTBFIDELITY MERRIMACK STR TR | $1K |
PreviousPage 19 of 19