101 is the total number of securities FOCUS Wealth Advisors, LLC has owned. The longest FOCUS Wealth Advisors, LLC has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TR | 12 | 12 | 17.06% | 24.84% | 28.83% | Q4 2020 | Q3 2023 | 12 |
BND | VANGUARD BD INDEX FDS | 12 | 12 | 8.69% | 9.71% | 11.58% | Q4 2020 | Q3 2023 | 12 |
ITM | VANECK VECTORS ETF TR | 12 | 12 | 2.66% | 3.06% | 3.26% | Q4 2020 | Q3 2023 | 12 |
CWB | SPDR SER TR | 12 | 12 | 1.36% | 1.60% | 2.09% | Q4 2020 | Q3 2023 | 12 |
AAPL | APPLE INC | 12 | 12 | 1.29% | 1.50% | 1.79% | Q4 2020 | Q3 2023 | 12 |
VOO | VANGUARD INDEX FDS | 12 | 12 | 0.81% | 1.49% | 2.14% | Q4 2020 | Q3 2023 | 12 |
PFF | ISHARES TR | 12 | 12 | 1.32% | 1.45% | 1.61% | Q4 2020 | Q3 2023 | 12 |
MSFT | MICROSOFT CORP | 12 | 12 | 1.06% | 1.22% | 1.51% | Q4 2020 | Q3 2023 | 12 |
XLG | INVESCO EXCHANGE TRADE... | 12 | 12 | 0.16% | 1.16% | 5.95% | Q4 2020 | Q3 2023 | 12 |
AXP | AMERICAN EXPRESS CO | 12 | 12 | 0.98% | 1.10% | 1.20% | Q4 2020 | Q3 2023 | 12 |
MUB | ISHARES TR | 12 | 12 | 0.59% | 1.03% | 1.36% | Q4 2020 | Q3 2023 | 12 |
V | VISA INC | 12 | 12 | 0.87% | 0.96% | 1.09% | Q4 2020 | Q3 2023 | 12 |
DOW | DOW INC | 12 | 12 | 0.81% | 0.92% | 1.01% | Q4 2020 | Q3 2023 | 12 |
AGG | ISHARES TR | 12 | 12 | 0.39% | 0.48% | 0.71% | Q4 2020 | Q3 2023 | 12 |
PZA | INVESCO EXCH TRADED FD... | 12 | 12 | 0.34% | 0.40% | 0.43% | Q4 2020 | Q3 2023 | 12 |
MLN | VANECK VECTORS ETF TR | 12 | 12 | 0.35% | 0.39% | 0.45% | Q4 2020 | Q3 2023 | 12 |
RVNU | DBX ETF TR | 12 | 12 | 0.33% | 0.37% | 0.44% | Q4 2020 | Q3 2023 | 12 |
PWZ | INVESCO EXCH TRADED FD... | 12 | 12 | 0.33% | 0.36% | 0.44% | Q4 2020 | Q3 2023 | 12 |
TFI | SPDR SER TR | 12 | 12 | 0.32% | 0.36% | 0.42% | Q4 2020 | Q3 2023 | 12 |
ONEQ | FIDELITY COMWLTH TR | 10 | 10 | 4.32% | 8.44% | 10.80% | Q4 2020 | Q1 2023 | 10 |
XME | SPDR SER TR | 10 | 10 | 2.08% | 2.44% | 2.92% | Q2 2021 | Q3 2023 | 10 |
UNH | UNITEDHEALTH GROUP INC | 10 | 10 | 0.92% | 1.13% | 1.36% | Q4 2020 | Q1 2023 | 10 |
HD | HOME DEPOT INC | 6 | 4 | 0.14% | 0.90% | 1.64% | Q4 2020 | Q3 2023 | 10 |
SHYD | VANECK VECTORS ETF TR | 10 | 10 | 0.14% | 0.60% | 0.81% | Q2 2021 | Q3 2023 | 10 |
IGIB | ISHARES TR | 10 | 10 | 0.34% | 0.37% | 0.44% | Q2 2021 | Q3 2023 | 10 |
SHYG | ISHARES TR | 10 | 10 | 0.14% | 0.15% | 0.17% | Q2 2021 | Q3 2023 | 10 |
QQQ | INVESCO QQQ TR | 7 | 2 | 0.15% | 1.54% | 6.44% | Q4 2020 | Q3 2023 | 9 |
XOP | SPDR SER TR | 7 | 7 | 2.19% | 2.88% | 3.35% | Q3 2021 | Q1 2023 | 7 |
FXN | FIRST TR EXCHANGE TRAD... | 7 | 7 | 2.20% | 2.86% | 3.42% | Q3 2021 | Q1 2023 | 7 |
BIL | SPDR SER TR | 7 | 7 | 0.21% | 0.38% | 0.72% | Q4 2020 | Q2 2022 | 7 |
HWC | HANCOCK WHITNEY CORPOR... | 7 | 7 | 0.24% | 0.29% | 0.33% | Q1 2022 | Q3 2023 | 7 |
XHB | SPDR SER TR | 6 | 6 | 1.78% | 2.26% | 2.68% | Q4 2020 | Q1 2022 | 6 |
XLE | SELECT SECTOR SPDR TR | 6 | 6 | 1.75% | 1.91% | 2.14% | Q2 2022 | Q3 2023 | 6 |
FXZ | FIRST TR EXCHANGE TRAD... | 6 | 6 | 1.55% | 1.69% | 1.80% | Q2 2022 | Q3 2023 | 6 |
LQD | ISHARES TR | 6 | 6 | 1.19% | 1.44% | 1.66% | Q4 2020 | Q1 2022 | 6 |
IGLB | ISHARES TR | 6 | 6 | 1.11% | 1.37% | 1.60% | Q4 2020 | Q1 2022 | 6 |
IEF | ISHARES TR | 6 | 6 | 1.12% | 1.33% | 1.54% | Q4 2020 | Q1 2022 | 6 |
GS | GOLDMAN SACHS GROUP INC | 6 | 6 | 1.01% | 1.19% | 1.33% | Q4 2020 | Q1 2022 | 6 |
FLOT | ISHARES TR | 6 | 6 | 1.11% | 1.16% | 1.21% | Q2 2022 | Q3 2023 | 6 |
STIP | ISHARES TR | 6 | 6 | 1.10% | 1.14% | 1.20% | Q2 2022 | Q3 2023 | 6 |
NKE | NIKE INC | 6 | 6 | 0.92% | 1.08% | 1.17% | Q4 2020 | Q1 2022 | 6 |
TIP | ISHARES TR | 6 | 6 | 1.03% | 1.07% | 1.14% | Q2 2022 | Q3 2023 | 6 |
RSP | INVESCO EXCHANGE TRADE... | 5 | 5 | 5.76% | 5.89% | 6.02% | Q2 2021 | Q2 2022 | 5 |
FTLS | FIRST TR EXCH TRADED F... | 5 | 5 | 2.76% | 2.82% | 2.86% | Q3 2022 | Q3 2023 | 5 |
ICSH | ISHARES TR | 5 | 5 | 0.36% | 2.24% | 3.94% | Q3 2022 | Q3 2023 | 5 |
PSQ | PROSHARES TR | 5 | 5 | 0.08% | 1.36% | 2.40% | Q3 2022 | Q3 2023 | 5 |
KO | COCA COLA CO | 5 | 5 | 0.96% | 1.03% | 1.07% | Q2 2022 | Q2 2023 | 5 |
TRV | TRAVELERS COMPANIES INC | 5 | 5 | 0.96% | 1.02% | 1.15% | Q2 2022 | Q2 2023 | 5 |
DIS | DISNEY WALT CO | 5 | 5 | 0.67% | 0.74% | 0.78% | Q1 2021 | Q1 2022 | 5 |
BSMU | INVESCO EXCH TRD SLF I... | 5 | 5 | 0.18% | 0.21% | 0.23% | Q1 2022 | Q1 2023 | 5 |
PSP | INVESCO EXCHANGE TRADE... | 4 | 4 | 4.64% | 5.36% | 5.68% | Q2 2021 | Q1 2022 | 4 |
STELLAR BANCORP INC | 4 | 4 | 2.90% | 4.05% | 5.22% | Q4 2022 | Q3 2023 | 4 | |
SH | PROSHARES TR | 4 | 4 | 2.26% | 2.73% | 3.20% | Q3 2022 | Q2 2023 | 4 |
XRT | SPDR SER TR | 4 | 4 | 1.79% | 2.07% | 2.31% | Q2 2021 | Q1 2022 | 4 |
JNJ | JOHNSON & JOHNSON | 4 | 4 | 0.99% | 1.06% | 1.10% | Q2 2022 | Q1 2023 | 4 |
CVX | CHEVRON CORP NEW | 4 | 4 | 0.93% | 1.02% | 1.15% | Q2 2022 | Q1 2023 | 4 |
XOM | EXXON MOBIL CORP | 3 | 1 | 0.43% | 0.79% | 0.99% | Q1 2021 | Q3 2023 | 4 |
ABTX | ALLEGIANCE BANCSHARES INC | 3 | 3 | 5.24% | 5.49% | 5.86% | Q1 2022 | Q3 2022 | 3 |
PDBC | INVESCO ACTVELY MNGD E... | 3 | 3 | 2.17% | 3.24% | 5.10% | Q2 2022 | Q4 2022 | 3 |
DVY | ISHARES TR | 3 | 3 | 2.00% | 2.08% | 2.20% | Q1 2023 | Q3 2023 | 3 |
JPST | J P MORGAN EXCHANGE TR... | 3 | 3 | 0.19% | 1.55% | 2.27% | Q1 2023 | Q3 2023 | 3 |
CRM | SALESFORCE INC | 2 | 1 | 0.73% | 0.93% | 1.04% | Q4 2020 | Q3 2023 | 3 |
MCD | MCDONALDS CORP | 3 | 3 | 0.14% | 0.78% | 1.14% | Q1 2023 | Q3 2023 | 3 |
VYM | VANGUARD WHITEHALL FDS | 3 | 3 | 0.42% | 0.43% | 0.44% | Q1 2023 | Q3 2023 | 3 |
NVDA | NVIDIA CORPORATION | 3 | 3 | 0.16% | 0.23% | 0.27% | Q1 2023 | Q3 2023 | 3 |
INVESCO EXCH TRD SLF I... | 3 | 3 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q1 2023 | 3 | |
AVGO | BROADCOM INC | 3 | 3 | 0.16% | 0.22% | 0.28% | Q1 2023 | Q3 2023 | 3 |
BSMT | INVESCO EXCH TRD SLF I... | 3 | 3 | 0.18% | 0.19% | 0.19% | Q3 2022 | Q1 2023 | 3 |
BSCP | INVESCO EXCH TRD SLF I... | 3 | 3 | 0.18% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
VYMI | VANGUARD WHITEHALL FDS | 3 | 3 | 0.16% | 0.17% | 0.17% | Q1 2023 | Q3 2023 | 3 |
VUG | VANGUARD INDEX FDS | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
BSCO | INVESCO EXCH TRD SLF I... | 3 | 3 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
FMAY | FIRST TR EXCHNG TRADED... | 2 | 2 | 10.14% | 10.45% | 10.77% | Q2 2023 | Q3 2023 | 2 |
NAPR | INNOVATOR ETFS TR | 2 | 2 | 4.71% | 4.81% | 4.91% | Q2 2023 | Q3 2023 | 2 |
ITB | ISHARES TR | 2 | 2 | 2.90% | 3.00% | 3.10% | Q2 2023 | Q3 2023 | 2 |
WTMF | WISDOMTREE TR | 2 | 2 | 2.65% | 2.80% | 2.96% | Q3 2022 | Q4 2022 | 2 |
ITA | ISHARES TR | 2 | 2 | 2.55% | 2.65% | 2.75% | Q2 2023 | Q3 2023 | 2 |
XSW | SPDR SER TR | 2 | 2 | 2.45% | 2.48% | 2.51% | Q4 2020 | Q1 2021 | 2 |
SKYY | FIRST TR EXCHANGE TRAD... | 2 | 2 | 2.32% | 2.35% | 2.39% | Q4 2020 | Q1 2021 | 2 |
QTEC | FIRST TR NASDAQ 100 TE... | 2 | 2 | 2.34% | 2.35% | 2.36% | Q4 2020 | Q1 2021 | 2 |
FDN | FIRST TR EXCHANGE-TRAD... | 2 | 2 | 2.24% | 2.24% | 2.25% | Q4 2020 | Q1 2021 | 2 |
MRK | MERCK & CO INC | 2 | 2 | 0.95% | 0.97% | 0.99% | Q2 2023 | Q3 2023 | 2 |
GOOG | ALPHABET INC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2021 | Q1 2022 | 2 |
DIA | SPDR DOW JONES INDL AV... | 1 | 1 | 3.47% | 3.47% | 3.47% | Q3 2023 | Q3 2023 | 1 |
XTN | SPDR SER TR | 1 | 1 | 2.09% | 2.09% | 2.09% | Q2 2021 | Q2 2021 | 1 |
KRE | SPDR SER TR | 1 | 1 | 2.08% | 2.08% | 2.08% | Q2 2021 | Q2 2021 | 1 |
BUFR | FIRST TR EXCHNG TRADED... | 1 | 1 | 2.04% | 2.04% | 2.04% | Q3 2023 | Q3 2023 | 1 |
FIRST TR EXCHNG TRADED... | 1 | 1 | 2.04% | 2.04% | 2.04% | Q3 2023 | Q3 2023 | 1 | |
VO | VANGUARD INDEX FDS | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
ADBE | ADOBE INC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2023 | Q3 2023 | 1 |
GENERAL ELECTRIC CO | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2023 | Q3 2023 | 1 | |
IEFA | ISHARES TR | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
IWR | ISHARES TR | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
GSIE | GOLDMAN SACHS ETF TR | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
IWM | ISHARES TR | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
VB | VANGUARD INDEX FDS | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
SCHD | SCHWAB STRATEGIC TR | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
SPLV | INVESCO EXCH TRADED FD... | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
WMT | WALMART INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
VTI | VANGUARD INDEX FDS | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
CVS | CVS HEALTH CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
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The securities at the top of the list , including ISHARES TR, VANGUARD BD INDEX FDS, and VANECK VECTORS ETF TR, are the highest-conviction holdings of FOCUS Wealth Advisors, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by FOCUS Wealth Advisors, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that FOCUS Wealth Advisors, LLC owns currently or has owned in the past.