Focus Wealth Advisors, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $171 Million distributed in 57 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr Exch Tr Fd Viii Cboe with a value of $23.2M, Ishares Core S&P 500 ETF with a value of $19.1M, Vanguard Bd Index Fd Inc Total with a value of $14.3M, Spdr Dow Jones Industrial Average ETF Trust with a value of $10.2M, and Vaneck Intermediate Muni ETF with a value of $7.08M.
Examining the 13F form we can see an decrease of $12.1M in the current position value, from $183M to 171M.
Below you can find more details about Focus Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
