Focus Wealth Advisors, LLC Portfolio Holdings

Focus Wealth Advisors, LLC

  • $183 Million
  • Q3 2024

Focus Wealth Advisors, LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $183 Million distributed in 60 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 $27M, First Tr Exch Tr Fd Viii Cboe with a value of $22.5M, Vanguard Bd Index Fd Inc Total with a value of $15M, Spdr Dow Jones Industrial Average ETF Trust with a value of $9.94M, and Vaneck Intermediate Muni ETF with a value of $7.5M.

Examining the 13F form we can see an increase of $3.61M in the current position value, from $179M to 183M.

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

Portfolio value $183 Million
ETFs: $131 Million
Technology: $12.8 Million
Financial Services: $5.71 Million
Consumer Cyclical: $2.8 Million
Industrials: $2.46 Million
Basic Materials: $1.9 Million
Healthcare: $1.83 Million
Energy: $1.44 Million
Other: $809,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $183 Million
  • Prior Value $179 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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