| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 21 | Q2 2024 | 9.5% |
| SCHWAB STRATEGIC TR | 21 | Q2 2024 | 7.1% |
| AMAZON COM INC | 21 | Q2 2024 | 6.9% |
| INVESCO QQQ TR | 21 | Q2 2024 | 3.8% |
| ISHARES TR | 21 | Q2 2024 | 4.7% |
| NVIDIA CORPORATION | 21 | Q2 2024 | 9.1% |
| UNITEDHEALTH GROUP INC | 21 | Q2 2024 | 2.5% |
| MICROSOFT CORP | 21 | Q2 2024 | 3.4% |
| SPDR S&P 500 ETF TR | 21 | Q2 2024 | 2.2% |
| 3M CO | 21 | Q2 2024 | 3.2% |
View Focus Financial Network, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-07-24 |
View Focus Financial Network, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.