Focus Wealth Advisors, LLC Portfolio Holdings by Sector
Focus Wealth Advisors, LLC
- $171 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV BND DIA ITM FTLS BUFQ BUFR ITA 35 stocks |
$118,056
79.93% of portfolio
|
  11  
|
  14  
|
  3  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
AXP V 2 stocks |
$5,401
3.66% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$4,304
2.91% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$4,083
2.76% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3,881
2.63% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$2,703
1.83% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$2,233
1.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$1,984
1.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
WFC JPM 2 stocks |
$1,875
1.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1,321
0.89% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOG 2 stocks |
$639
0.43% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
HWC 1 stocks |
$570
0.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$366
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$292
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|