Focus Wealth Advisors, LLC has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $173 Million distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $30.3M, First Tr Exch Tr Fd Viii Cboe with a value of $19.9M, Vanguard Bd Index Fd Inc Total with a value of $14.6M, Spdr Dow Jones Industrial Average ETF Trust with a value of $8.77M, and Vaneck Intermediate Muni ETF with a value of $6.82M.

Examining the 13F form we can see an increase of $27.3M in the current position value, from $145M to 173M.

Below you can find more details about Focus Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $173 Million
ETFs: $127 Million
Technology: $10.7 Million
Financial Services: $5.02 Million
Consumer Cyclical: $2.39 Million
Industrials: $2.19 Million
Healthcare: $2.16 Million
Basic Materials: $1.91 Million
Energy: $1.4 Million
Other: $439,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 58
  • Current Value $173 Million
  • Prior Value $145 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 11, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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