FWFocus Partners Wealth
Institutional investor · Portfolio as of Q2 2024
Top Holdings1,237 positions
Microsoft Corp. | 3.8M | $1.7B | 5.7% | $423.62 | +3.68% | 3 qtrssince 2023-Q4 | Increased 100 |
Vanguard Index Funds S&P 500 ETF SHS | 2.5M | $1.3B | 4.2% | $463.59 | +4.99% | 3 qtrssince 2023-Q4 | Increased 94 |
Apple Inc. | 3.8M | $809.3M | 2.7% | $195.38 | +6.78% | 3 qtrssince 2023-Q4 | Increased 88 |
Amazon.com, Inc. | 3.1M | $591.4M | 2.0% | $185.79 | +4.02% | 3 qtrssince 2023-Q4 | Increased 80 |
iShares Trust CORE S&P500 ETF | 907,282 | $496.5M | 1.7% | $516.92 | +2.90% | 3 qtrssince 2023-Q4 | Increased 80 |
ISHARES RUSSELL 1000 ETF | 1.7M | $493.9M | 1.7% | $276.09 | +5.20% | 3 qtrssince 2023-Q4 | Increased 80 |
iShares Trust RUS 1000 GRW ETF | 1.4M | $493.8M | 1.7% | $86.01 | +4.99% | 3 qtrssince 2023-Q4 | Increased 80 |
Alphabet Inc. | 2.5M | $451.9M | 1.5% | $171.97 | +5.78% | 3 qtrssince 2023-Q4 | Increased 79 |
The Procter & Gamble Co. | 2.6M | $435.9M | 1.5% | $152.09 | +2.13% | 3 qtrssince 2023-Q4 | Increased 79 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 693,610 | $377.5M | 1.3% | $517.44 | +2.49% | 3 qtrssince 2023-Q4 | Increased 79 |
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 5.6M | $376.7M | 1.3% | $60.15 | +5.34% | 3 qtrssince 2023-Q4 | Increased 51 |
PEPSICO INC | 2.3M | $372.5M | 1.3% | $152.22 | -0.50% | 3 qtrssince 2023-Q4 | Increased 79 |
JPMorgan Chase & Co. | 1.7M | $349.7M | 1.2% | $182.09 | +6.01% | 3 qtrssince 2023-Q4 | Increased 79 |
Chevron Corp. | 2M | $319.1M | 1.1% | $141.99 | +1.14% | 3 qtrssince 2023-Q4 | Increased 79 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 1.1M | $299.8M | 1.0% | $246.60 | +5.59% | 3 qtrssince 2023-Q4 | Increased 79 |
SPDR SERIES TRUST | 1.8M | $263.6M | 0.9% | $129.93 | +10.91% | 3 qtrssince 2023-Q4 | Increased 45 |
MasterCard Incorporated | 592,273 | $261.3M | 0.9% | $433.18 | +0.48% | 3 qtrssince 2023-Q4 | Increased 70 |
Walmart Inc | 3.8M | $260.1M | 0.9% | $65.81 | +0.75% | 3 qtrssince 2023-Q4 | Increased 70 |
BERKSHIRE HATHAWAY INC DEL | 422 | $258.4M | 0.9% | $545,745.06 | +12.18% | 3 qtrssince 2023-Q4 | Increased 45 |
Berkshire Hathaway Inc. | 615,625 | $250.4M | 0.8% | $392.20 | +3.72% | 3 qtrssince 2023-Q4 | Increased 70 |
Focus Partners Wealth manages $29.7B across 1237 positions as of Q2 2024. Top holdings: MSFT (5.7%), VOO (4.2%), AAPL (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 298 new positions, 42 exits, 772 increased. Top move: MSFT (INCREASED, conviction 100). Portfolio: $29.7B across 1237 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR