Focus Wealth Advisors, LLC Portfolio Holdings
Focus Wealth Advisors, LLC
- $164 Million
- Q1 2025
Focus Wealth Advisors, LLC has filed its 13F form on May 07, 2025 for Q1 2025 where it was disclosed a total value porftolio of $164 Million distributed in 56 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 $22.1M, Vanguard Bd Index Fd Inc Total with a value of $15.8M, Ishares Core S&P 500 ETF with a value of $14.5M, Spdr Dow Jones Industrial Average ETF Trust with a value of $10.1M, and Vaneck Intermediate Muni ETF with a value of $6.93M.
Examining the 13F form we can see an decrease of $6.4M in the current position value, from $171M to 164M.
Below you can find more details about Focus Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|