FOCUS Wealth Advisors

FOCUS Wealth Advisors as of March 31, 2025

Portfolio Holdings for FOCUS Wealth Advisors

FOCUS Wealth Advisors holds 56 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY) 12.2 $22M 478k 46.18
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.7 $16M 215k 73.45
Ishares Tr Core S&p500 Etf (IVV) 8.0 $15M 26k 561.89
Innovator Etfs Trust GRWT100 PWR BF (NAPR) 5.8 $11M 222k 47.70
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 5.6 $10M 24k 419.87
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 3.8 $6.9M 152k 45.51
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) 3.2 $5.8M 91k 64.08
Ishares Tr Us Aer Def Etf (ITA) 3.1 $5.6M 36k 153.10
Stellar Bancorp Ord (STEL) 3.0 $5.4M 196k 27.66
Ishares Tr Select Divid Etf (DVY) 3.0 $5.4M 40k 134.29
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 2.9 $5.2M 175k 29.69
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 2.8 $5.1M 171k 29.86
Ishares Tr Us Home Cons Etf (ITB) 2.6 $4.8M 50k 95.21
Spdr Ser Tr S&p Metals Mng (XME) 2.4 $4.3M 77k 55.99
Select Sector Spdr Tr Energy (XLE) 2.3 $4.2M 45k 93.45
Select Sector Spdr Tr Financial (XLF) 2.1 $3.8M 77k 49.81
Apple (AAPL) 1.8 $3.3M 15k 222.13
Visa Com Cl A (V) 1.5 $2.7M 7.7k 350.47
Ge Aerospace Com New (GE) 1.4 $2.6M 13k 200.16
NVIDIA Corporation (NVDA) 1.4 $2.6M 24k 108.38
Microsoft Corporation (MSFT) 1.4 $2.5M 6.8k 375.41
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $2.5M 4.9k 513.87
American Express Company (AXP) 1.4 $2.5M 9.3k 269.06
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 1.3 $2.4M 31k 76.62
Ishares Tr Pfd And Incm Sec (PFF) 1.2 $2.2M 72k 30.73
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.2 $2.2M 27k 78.89
salesforce (CRM) 1.2 $2.1M 7.9k 268.36
Wal-Mart Stores (WMT) 1.1 $2.0M 23k 87.79
Ishares Jp Mrgn Em Hi Bd (EMHY) 1.1 $2.0M 52k 38.23
Ishares Tr Faln Angls Usd (FALN) 1.1 $2.0M 73k 26.79
Wells Fargo & Company (WFC) 0.9 $1.7M 24k 71.79
Exxon Mobil Corporation (XOM) 0.8 $1.5M 12k 118.93
Oracle Corporation (ORCL) 0.8 $1.5M 10k 139.81
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $1.2M 13k 98.92
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $965k 7.5k 128.96
Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.5 $938k 38k 24.63
Vaneck Etf Trust Long Muni Etf (MLN) 0.5 $925k 53k 17.39
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.5 $925k 21k 45.07
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.5 $925k 40k 23.04
Broadcom (AVGO) 0.5 $896k 5.4k 167.43
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.5 $889k 37k 23.85
Hancock Holding Company (HWC) 0.3 $552k 11k 52.45
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $548k 10k 52.52
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.3 $503k 11k 46.02
Ishares Tr National Mun Etf (MUB) 0.3 $455k 4.3k 105.44
Ge Vernova (GEV) 0.2 $433k 1.4k 305.28
Vanguard Index Fds Growth Etf (VUG) 0.2 $348k 937.00 370.91
Meta Platforms Cl A (META) 0.2 $338k 586.00 576.36
JPMorgan Chase & Co. (JPM) 0.2 $332k 1.4k 245.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $321k 684.00 468.92
Amazon (AMZN) 0.2 $318k 1.7k 190.26
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $295k 4.0k 73.69
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.2 $281k 14k 20.68
Home Depot (HD) 0.1 $268k 732.00 366.49
Alphabet Cap Stk Cl C (GOOG) 0.1 $242k 1.5k 156.23
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.1 $228k 5.4k 42.52