HoldingsChannel.com
NewFocus Financial Group LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC 73,199 -3,721 $18,614
     AAPL73,199-3,721$18,614
VANGUARD SPECIALIZED FUNDS (VIG) 151,287 +19,809 $15,642
     VIG151,287+19,809$15,642
MICROSOFT CORP 59,904 -1,857 $9,447
     MSFT59,904-1,857$9,447
ISHARES TR (IVV) 32,557 +2,811 $8,413
     IVV32,557+2,811$8,413
UNITEDHEALTH GROUP INC 32,070 -1,517 $7,998
     UNH32,070-1,517$7,998
SCHWAB STRATEGIC TR 276,461 +276,461 $7,144
     SCHF276,461+276,461$7,144
CINTAS CORP 37,902 -4,095 $6,565
     CTAS37,902-4,095$6,565
CISCO SYS INC 165,427 +2,113 $6,503
     CSCO165,427+2,113$6,503
WISDOMTREE TR 260,144 +131,171 $6,285
     DON260,144+131,171$6,285
SCHWAB STRATEGIC TR 133,571 +129,839 $6,008
     SCHD133,571+129,839$6,008
BECTON DICKINSON & CO 25,269 -473 $5,806
     BDX25,269-473$5,806
VANGUARD INDEX FDS (VBR) 59,828 -55,157 $5,313
     VBR59,828-55,157$5,313
LOWES COS INC 57,967 -2,979 $4,988
     LOW57,967-2,979$4,988
SELECT SECTOR SPDR TR (XLK) 58,591 -3,309 $4,709
     XLK58,591-3,309$4,709
SCHWAB STRATEGIC TR 212,186 +212,186 $4,390
     SCHE212,186+212,186$4,390
UNITED TECHNOLOGIES CORP 45,191 +30,248 $4,263
     UTX45,191+30,248$4,263
JOHNSON & JOHNSON 31,070 +195 $4,074
     JNJ31,070+195$4,074
ISHARES TR (CMF) 67,130 +52,064 $4,063
     CMF67,130+52,064$4,063
VANGUARD INDEX FDS (VB) 35,169 +29,010 $4,060
     VB35,169+29,010$4,060
ISHARES TR (IEFA) 81,280 -28,014 $4,055
     IEFA81,280-28,014$4,055
MCDONALDS CORP 22,414 -717 $3,706
     MCD22,414-717$3,706
VANGUARD WORLD FDS (VHT) 20,316 -318 $3,374
     VHT20,316-318$3,374
ISHARES TR (IUSV) 72,992 +72,992 $3,371
     IUSV72,992+72,992$3,371
DOVER CORP 38,475 -242 $3,230
     DOV38,475-242$3,230
SPDR SER TR (SLYG) 64,247 -11,312 $2,967
     SLYG64,247-11,312$2,967
JPMORGAN CHASE & CO 32,763 +4,136 $2,950
     JPM32,763+4,136$2,950
BLACKROCK INC 6,525 +877 $2,871
     BLK6,525+877$2,871
GRAINGER W W INC 10,267 -388 $2,551
     GWW10,267-388$2,551
ISHARES TR (VLUE) 38,649 -12,768 $2,435
     VLUE38,649-12,768$2,435
KLA CORPORATION 16,427 +457 $2,361
     KLAC16,427+457$2,361
WP CAREY INC 38,620 +694 $2,243
     WPC38,620+694$2,243
ISHARES TR (EEM) 65,298 +65,298 $2,229
     EEM65,298+65,298$2,229
SYSCO CORP 47,896 +1,567 $2,185
     SYY47,896+1,567$2,185
PEPSICO INC 17,705 +675 $2,126
     PEP17,705+675$2,126
GENERAL DYNAMICS CORP 15,962 +5,392 $2,112
     GD15,962+5,392$2,112
ISHARES TR (IJK) 11,433 -462 $2,040
     IJK11,433-462$2,040
SEMPRA ENERGY 17,272 +147 $1,952
     SRE17,272+147$1,952
ISHARES TR (EFG) 23,738 -4,685 $1,688
     EFG23,738-4,685$1,688
GENERAL MLS INC 31,375 +954 $1,656
     GIS31,375+954$1,656
SPDR S&P 500 ETF TR (SPY) 6,125 -62 $1,579
     SPY6,125-62$1,579
VANGUARD WHITEHALL FDS (VIGI) 26,487 -5,420 $1,545
     VIGI26,487-5,420$1,545
SPDR INDEX SHS FDS (SPEM) 52,833 -45,640 $1,504
     SPEM52,833-45,640$1,504
TYSON FOODS INC 25,772 +3,409 $1,491
     TSN25,772+3,409$1,491
SCHWAB STRATEGIC TR 27,456 +27,456 $1,415
     SCHA27,456+27,456$1,415
TJX COS INC NEW 29,506 +302 $1,411
     TJX29,506+302$1,411
ISHARES TR (IJR) 22,711 +1,773 $1,274
     IJR22,711+1,773$1,274
COLGATE PALMOLIVE CO 18,893 +243 $1,254
     CL18,893+243$1,254
QUEST DIAGNOSTICS INC 13,437 +745 $1,079
     DGX13,437+745$1,079
ISHARES TR (IVW) 5,663 -379 $935
     IVW5,663-379$935
ISHARES TR (MTUM) 7,946 UNCH $846
     MTUM7,946UNCH$846

See Full List: All Stocks Held By NewFocus Financial Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By NewFocus Financial Group LLC

Size ($ in 1000's)
At 03/31/2020: $216,598
At 12/31/2019: $256,145

NewFocus Financial Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from NewFocus Financial Group LLC 13F filings. Link to 13F filings: SEC filings

NewFocus Financial Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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