Focus Wealth Advisors, LLC Sells in Q4 2024

Focus Wealth Advisors, LLC

  • $171 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-14.3K
- 30.61%
$570.51 - $610.59 $8.16M - $8.74M
32.4K $19.1M
ITB
Ishares Tr

ETFs
-924
- 1.79%
$103.31 - $129.34 $95.5K - $120K
50.8K $5.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.26K
- 31.64%
$521.84 - $558.82 $1.18M - $1.26M
4.88K $2.63M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.39K
- 29.98%
$96.64 - $101.23 $521K - $546K
12.6K $1.22M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-570
- 0.72%
$56.27 - $69.89 $32.1K - $39.8K
78.5K $4.46M
ITM
Vaneck Intermediate Muni ETF

ETFs
-6.24K
- 3.9%
$45.56 - $46.97 $284K - $293K
154K $7.08M
ITA
Ishares Tr

ETFs
-281
- 0.75%
$144.31 - $157.31 $40.6K - $44.2K
37.2K $5.41M
RVNU
Xtrackers Municipal Infrastruc

ETFs
-1.78K
- 4.96%
$25.17 - $26.23 $44.9K - $46.8K
34.2K $863K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-978
- 5.05%
$45.38 - $46.88 $44.4K - $45.8K
18.4K $839K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-1.88K
- 4.94%
$23.42 - $24.25 $44K - $45.5K
36.1K $853K
MLN
Vaneck Long Muni ETF

ETFs
-2.39K
- 4.76%
$17.61 - $18.29 $42.1K - $43.7K
47.8K $854K
PWZ
Invesco California Amt Free Mu

ETFs
-1.83K
- 5.2%
$24.49 - $25.25 $44.8K - $46.2K
33.3K $823K
HD
Home Depot, Inc.

Consumer Cyclical
-5
- 0.66%
$385.02 - $431.37 $1.93K - $2.16K
752 $292K
STEL
Stellar Bancorp Inc
-44.5K
- 18.52%
N/A
196K $0
Ge Vernova Inc
-396
- 15.06%
N/A
2.23K $0
CWB
Spdr Bloomberg Convertible Sec

ETFs
-276
- 0.86%
$76.21 - $82.24 $21K - $22.7K
31.9K $2.48M
GOOG
Alphabet Inc.

Communication Services
-20
- 1.27%
$163.08 - $198.16 $3.26K - $3.96K
1.55K $294K
AXP
American Express CO

Financial Services
-277
- 2.73%
$267.35 - $305.57 $74.1K - $84.6K
9.89K $2.93M
FTLS
First Tr Long/Short Equity ETF

ETFs
-444
- 0.47%
$63.1 - $67.29 $28K - $29.9K
93.2K $6.13M
AAPL
Apple Inc.

Technology
-176
- 1.12%
$221.69 - $259.02 $39K - $45.6K
15.5K $3.88M
V
Visa Inc.

Financial Services
-21
- 0.27%
$273.87 - $320.91 $5.75K - $6.74K
7.81K $2.47M
CRM
Salesforce, Inc.

Technology
-121
- 1.47%
$270.87 - $367.87 $32.8K - $44.5K
8.09K $2.7M
Activity Summary
Buys All Purchases 19 New Holdings 5 Increased Positions 14 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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