FOCUS FINANCIAL NETWORK INC /ADV
CIK 925208 · Holdings on Dec 31, 2023 · First reported Feb 12, 2024
Top ten holdings
Q4 2023- AAPL4.81%
- SCHG4.58%
- IVV4.05%
- SCHD3.60%
- QQQ3.47%
- NVDA3.11%
- AMZN2.40%
- SCHV2.04%
- MSFT1.99%
- UNH1.56%
Share classes counted separately31.61%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $127.90M | 4.81% | 664.31K shares | Prior unavailable — | — | ↗▾ |
| 02 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $121.79M | 4.58% | 1.47M shares | Prior unavailable — | — | ↗▾ |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $107.84M | 4.05% | 225.78K shares | Prior unavailable — | — | ↗▾ |
| 04 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $95.83M | 3.60% | 1.26M shares | Prior unavailable — | — | ↗▾ |
| 05 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $92.46M | 3.47% | 225.66K shares | Prior unavailable — | — | ↗▾ |
| 06 | NVDANVIDIA CORP View history and evidence | $82.88M | 3.11% | 167.35K shares | Prior unavailable — | — | ↗▾ |
| 07 | AMZNAMAZON.COM INC View history and evidence | $63.96M | 2.40% | 420.93K shares | Prior unavailable — | — | ↗▾ |
| 08 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $54.22M | 2.04% | 773.44K shares | Prior unavailable — | — | ↗▾ |
| 09 | MSFTMICROSOFT CORP View history and evidence | $53.01M | 1.99% | 140.96K shares | Prior unavailable — | — | ↗▾ |
| 10 | UNHUNITEDHEALTH GROUP INC View history and evidence | $41.50M | 1.56% | 78.83K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 925208 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2660883726
}Research all 710 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.