Focus Partners Wealth

Q4 2024 13F Holdings Report, New Holdings, Stock Holdings

Signature - Title
Vincent Gratch - Deputy Chief Compliance Officer
Location
Boston, MA
Holdings as of
31 Dec 2024
Value $
$38,457,376,941
Num holdings
1,851
Filing time
29 May 2025, 15:43:17 UTC
Form type
13F-HR/A-2 - New Holdings
Description
Top holdings included AAPL, DFAC, MSFT, AMZN, and VOO.
Previous filing
Q3 2024 - 14 Nov 2024
Next filing
Q1 2025 - 20 May 2025
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Vincent Gratch Deputy Chief Compliance Officer Boston, Massachusetts 29 May 2025