Focus Wealth Advisors, LLC Reduced Holdings in Q3 2024

Focus Wealth Advisors, LLC

  • $183 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-9.59K
- 17.03%
$520.18 - $576.82 $4.99M - $5.53M
46.7K $27M
MRK
Merck & Co., Inc.

Healthcare
-197
- 1.21%
$111.15 - $128.97 $21.9K - $25.4K
16.1K $1.83M
MSFT
Microsoft Corp

Technology
-155
- 2.24%
$395.15 - $467.56 $61.2K - $72.5K
6.77K $2.91M
XLE
Energy Sector Spdr

ETFs
-248
- 0.55%
$84.35 - $93.39 $20.9K - $23.2K
45K $3.96M
ADBE
Adobe Inc.

Technology
-17
- 0.47%
$508.13 - $586.55 $8.64K - $9.97K
3.57K $1.85M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-557
- 1.5%
$50.63 - $51.11 $28.2K - $28.5K
36.6K $1.87M
Ge Vernova Inc
-167
- 5.97%
N/A
2.63K $0
Innovator Etfs Trust
-1.34K
- 0.61%
N/A
217K $0
FTLS
First Tr Long/Short Equity ETF

ETFs
-771
- 0.82%
$60.73 - $63.8 $46.8K - $49.2K
93.6K $5.94M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-1.12K
- 1.64%
$26.01 - $27.41 $29.1K - $30.6K
67.2K $1.84M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-813
- 1.65%
$36.78 - $39.02 $29.9K - $31.7K
48.4K $1.89M
PFF
Ishares Trust Ishares Pfd And

ETFs
-998
- 1.43%
$31.18 - $33.5 $31.1K - $33.4K
68.9K $2.29M
V
Visa Inc.

Financial Services
-37
- 0.47%
$253.74 - $291.56 $9.39K - $10.8K
7.83K $2.15M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.44K
- 0.86%
$28.09 - $30.4 $40.6K - $43.9K
166K $5.04M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-543
- 1.66%
$71.19 - $76.59 $38.7K - $41.6K
32.2K $2.46M
FXZ
First Tr Exchange Traded Fd Fi

ETFs
-295
- 0.51%
$61.2 - $67.95 $18.1K - $20K
57.9K $3.88M
CRM
Salesforce, Inc.

Technology
-64
- 0.77%
$238.42 - $276.53 $15.3K - $17.7K
8.21K $2.25M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.39K
- 0.81%
$28.1 - $29.89 $39K - $41.5K
171K $5.11M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-1.16K
- 1.44%
$54.2 - $65.22 $62.8K - $75.5K
79.1K $5.04M
AAPL
Apple Inc.

Technology
-273
- 1.71%
$207.23 - $234.82 $56.6K - $64.1K
15.7K $3.65M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.78K
- 1.86%
$71.45 - $75.64 $270K - $286K
199K $15M
MCD
Mcdonalds Corp

Consumer Cyclical
-40
- 0.56%
$245.82 - $304.51 $9.83K - $12.2K
7.15K $2.18M
GE
General Electric CO

Industrials
-239
- 1.8%
$156.66 - $189.66 $37.4K - $45.3K
13.1K $2.46M
AXP
American Express CO

Financial Services
-232
- 2.23%
$225.92 - $271.17 $52.4K - $62.9K
10.2K $2.76M
DVY
Ishares Tr

ETFs
-266
- 0.66%
$119.99 - $135.74 $31.9K - $36.1K
40K $5.4M
ITA
Ishares Tr

ETFs
-241
- 0.64%
$131.58 - $149.64 $31.7K - $36.1K
37.5K $5.61M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-138
- 0.58%
$386.81 - $423.12 $53.4K - $58.4K
23.5K $9.94M
ITB
Ishares Tr

ETFs
-504
- 0.96%
$97.52 - $128.64 $49.2K - $64.8K
51.7K $6.58M
Activity Summary
Buys All Purchases 10 New Holdings 1 Increased Positions 9 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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