FOCUS Wealth Advisors

FOCUS Wealth Advisors as of Dec. 31, 2020

Portfolio Holdings for FOCUS Wealth Advisors

FOCUS Wealth Advisors holds 35 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 25.5 $33M 88k 375.39
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 11.6 $15M 170k 88.19
Fidelity Comwlth Tr Ndq Cp Idx Trk (ONEQ) 9.9 $13M 26k 501.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.4 $8.3M 27k 313.73
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 6.0 $7.7M 27k 285.25
Vaneck Vectors Etf Tr Intrmdt Muni Etf (ITM) 3.3 $4.2M 81k 52.03
Spdr Ser Tr Comp Software (XSW) 2.5 $3.3M 21k 154.11
First Tr Exchange Traded Cloud Computing (SKYY) 2.4 $3.1M 33k 95.04
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 2.3 $3.0M 22k 138.05
Spdr Ser Tr S&p Homebuild (XHB) 2.3 $3.0M 51k 57.63
First Tr Exchange-traded Dj Internt Idx (FDN) 2.2 $2.9M 14k 212.19
Spdr Ser Tr BLMBRG BRC CNVRT (CWB) 2.1 $2.7M 33k 82.78
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $2.3M 6.8k 343.72
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.7 $2.1M 16k 138.16
Ishares Tr Pfd And Incm Sec (PFF) 1.6 $2.1M 54k 38.51
Ishares Tr 10+ Yr Invst Grd (IGLB) 1.6 $2.1M 28k 73.01
Apple (AAPL) 1.5 $2.0M 15k 132.70
Ishares Tr Barclays 7 10 Yr (IEF) 1.5 $2.0M 17k 119.93
Home Depot (HD) 1.3 $1.6M 6.1k 265.55
Ishares Tr National Mun Etf (MUB) 1.2 $1.5M 13k 117.21
Nike CL B (NKE) 1.2 $1.5M 11k 141.47
Microsoft Corporation (MSFT) 1.1 $1.4M 6.4k 222.38
Goldman Sachs (GS) 1.1 $1.4M 5.2k 263.73
American Express Company (AXP) 1.0 $1.3M 11k 120.90
Visa Com Cl A (V) 1.0 $1.2M 5.7k 218.75
UnitedHealth (UNH) 0.9 $1.2M 3.4k 350.70
Dow (DOW) 0.9 $1.2M 21k 55.49
salesforce (CRM) 0.7 $940k 4.2k 222.49
Spdr Ser Tr Spdr Bloomberg (BIL) 0.7 $931k 10k 91.54
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $726k 6.1k 118.24
Vaneck Vectors Etf Tr Long Muni Etf (MLN) 0.5 $586k 27k 21.70
Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.4 $577k 20k 29.22
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.4 $567k 20k 27.99
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.4 $562k 21k 27.10
Spdr Ser Tr Nuveen Brc Munic (TFI) 0.4 $539k 10k 52.47