Focus Wealth Advisors, LLC Purchases in Q1 2025

Focus Wealth Advisors, LLC

  • $164 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.5K
+ 7.79%
$71.17 - $73.66 $1.11M - $1.14M
215K $15.8M
HYG
Ishares Tr

ETFs
2.95K
+ 12.14%
$78.51 - $80.11 $232K - $237K
27.3K $2.15M
XLF
Financial Sector Spdr

ETFs
2.11K
+ 2.81%
$47.32 - $52.19 $99.7K - $110K
77K $3.84M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.38K
+ 22.55%
$126.11 - $135.06 $174K - $186K
7.48K $965K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
5.41K
+ 7.99%
$26.64 - $27.14 $144K - $147K
73.1K $1.96M
XOM
Exxon Mobil Corp

Energy
80
+ 0.65%
$105.44 - $118.93 $8.44K - $9.51K
12.4K $1.47M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
3.51K
+ 7.2%
$38.0 - $38.88 $133K - $136K
52.2K $2M
WFC
Wells Fargo & Company

Financial Services
1.22K
+ 5.45%
$66.78 - $81.42 $81.1K - $98.9K
23.5K $1.69M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
2.12K
+ 11.52%
$44.81 - $46.22 $95K - $98K
20.5K $925K
RVNU
Xtrackers Municipal Infrastruc

ETFs
3.9K
+ 11.42%
$24.5 - $25.39 $95.6K - $99.1K
38.1K $937K
MLN
Vaneck Long Muni ETF

ETFs
5.44K
+ 11.39%
$17.22 - $18.0 $93.7K - $97.9K
53.2K $925K
PWZ
Invesco California Amt Free Mu

ETFs
3.93K
+ 11.79%
$23.68 - $24.72 $93.1K - $97.2K
37.3K $888K
PFF
Ishares Trust Ishares Pfd And

ETFs
2.75K
+ 3.98%
$30.73 - $32.26 $84.5K - $88.7K
71.9K $2.21M
JPM
Jpmorgan Chase & CO

Financial Services
69
+ 5.37%
$225.19 - $279.95 $15.5K - $19.3K
1.36K $332K
WMT
Walmart Inc.

Consumer Defensive
803
+ 3.66%
$84.5 - $105.05 $67.9K - $84.4K
22.8K $2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
69
+ 11.22%
$468.34 - $539.52 $32.3K - $37.2K
684 $320K
ORCL
Oracle Corp

Technology
1.71K
+ 19.53%
$139.81 - $186.47 $239K - $318K
10.4K $1.46M
VUG
Vanguard Growth ETF

ETFs
66
+ 7.58%
$369.1 - $427.61 $24.4K - $28.2K
937 $347K
HWC
Hancock Whitney Corp

Financial Services
93
+ 0.89%
$49.61 - $61.03 $4.61K - $5.68K
10.5K $552K
AVGO
Broadcom Inc.

Technology
290
+ 5.73%
$167.43 - $244.7 $48.6K - $71K
5.35K $895K
MSFT
Microsoft Corp

Technology
27
+ 0.4%
$375.39 - $447.2 $10.1K - $12.1K
6.78K $2.55M
NVDA
Nvidia Corp

Technology
2.29K
+ 10.55%
$106.98 - $149.43 $245K - $342K
24K $2.6M
Activity Summary
Buys All Purchases 23 New Holdings 0 Increased Positions 23 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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