FOCUS Wealth Advisors, LLC holdings history

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.

FOCUS Wealth Advisors, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR121217.06%24.84%28.83%Q4 2020Q3 202312
BND VANGUARD BD INDEX FDS12128.69%9.71%11.58%Q4 2020Q3 202312
ITM VANECK VECTORS ETF TR12122.66%3.06%3.26%Q4 2020Q3 202312
CWB SPDR SER TR12121.36%1.60%2.09%Q4 2020Q3 202312
AAPL APPLE INC12121.29%1.50%1.79%Q4 2020Q3 202312
VOO VANGUARD INDEX FDS12120.81%1.49%2.14%Q4 2020Q3 202312
PFF ISHARES TR12121.32%1.45%1.61%Q4 2020Q3 202312
MSFT MICROSOFT CORP12121.06%1.22%1.51%Q4 2020Q3 202312
XLG INVESCO EXCHANGE TRADE...12120.16%1.16%5.95%Q4 2020Q3 202312
AXP AMERICAN EXPRESS CO12120.98%1.10%1.20%Q4 2020Q3 202312
MUB ISHARES TR12120.59%1.03%1.36%Q4 2020Q3 202312
V VISA INC12120.87%0.96%1.09%Q4 2020Q3 202312
DOW DOW INC12120.81%0.92%1.01%Q4 2020Q3 202312
AGG ISHARES TR12120.39%0.48%0.71%Q4 2020Q3 202312
PZA INVESCO EXCH TRADED FD...12120.34%0.40%0.43%Q4 2020Q3 202312
MLN VANECK VECTORS ETF TR12120.35%0.39%0.45%Q4 2020Q3 202312
RVNU DBX ETF TR12120.33%0.37%0.44%Q4 2020Q3 202312
PWZ INVESCO EXCH TRADED FD...12120.33%0.36%0.44%Q4 2020Q3 202312
TFI SPDR SER TR12120.32%0.36%0.42%Q4 2020Q3 202312
ONEQ FIDELITY COMWLTH TR10104.32%8.44%10.80%Q4 2020Q1 202310
XME SPDR SER TR10102.08%2.44%2.92%Q2 2021Q3 202310
UNH UNITEDHEALTH GROUP INC10100.92%1.13%1.36%Q4 2020Q1 202310
HD HOME DEPOT INC640.14%0.90%1.64%Q4 2020Q3 202310
SHYD VANECK VECTORS ETF TR10100.14%0.60%0.81%Q2 2021Q3 202310
IGIB ISHARES TR10100.34%0.37%0.44%Q2 2021Q3 202310
SHYG ISHARES TR10100.14%0.15%0.17%Q2 2021Q3 202310
QQQ INVESCO QQQ TR720.15%1.54%6.44%Q4 2020Q3 20239
XOP SPDR SER TR772.19%2.88%3.35%Q3 2021Q1 20237
FXN FIRST TR EXCHANGE TRAD...772.20%2.86%3.42%Q3 2021Q1 20237
BIL SPDR SER TR770.21%0.38%0.72%Q4 2020Q2 20227
HWC HANCOCK WHITNEY CORPOR...770.24%0.29%0.33%Q1 2022Q3 20237
XHB SPDR SER TR661.78%2.26%2.68%Q4 2020Q1 20226
XLE SELECT SECTOR SPDR TR661.75%1.91%2.14%Q2 2022Q3 20236
FXZ FIRST TR EXCHANGE TRAD...661.55%1.69%1.80%Q2 2022Q3 20236
LQD ISHARES TR661.19%1.44%1.66%Q4 2020Q1 20226
IGLB ISHARES TR661.11%1.37%1.60%Q4 2020Q1 20226
IEF ISHARES TR661.12%1.33%1.54%Q4 2020Q1 20226
GS GOLDMAN SACHS GROUP INC661.01%1.19%1.33%Q4 2020Q1 20226
FLOT ISHARES TR661.11%1.16%1.21%Q2 2022Q3 20236
STIP ISHARES TR661.10%1.14%1.20%Q2 2022Q3 20236
NKE NIKE INC660.92%1.08%1.17%Q4 2020Q1 20226
TIP ISHARES TR661.03%1.07%1.14%Q2 2022Q3 20236
RSP INVESCO EXCHANGE TRADE...555.76%5.89%6.02%Q2 2021Q2 20225
FTLS FIRST TR EXCH TRADED F...552.76%2.82%2.86%Q3 2022Q3 20235
ICSH ISHARES TR550.36%2.24%3.94%Q3 2022Q3 20235
PSQ PROSHARES TR550.08%1.36%2.40%Q3 2022Q3 20235
KO COCA COLA CO550.96%1.03%1.07%Q2 2022Q2 20235
TRV TRAVELERS COMPANIES INC550.96%1.02%1.15%Q2 2022Q2 20235
DIS DISNEY WALT CO550.67%0.74%0.78%Q1 2021Q1 20225
BSMU INVESCO EXCH TRD SLF I...550.18%0.21%0.23%Q1 2022Q1 20235
PSP INVESCO EXCHANGE TRADE...444.64%5.36%5.68%Q2 2021Q1 20224
STELLAR BANCORP INC442.90%4.05%5.22%Q4 2022Q3 20234
SH PROSHARES TR442.26%2.73%3.20%Q3 2022Q2 20234
XRT SPDR SER TR441.79%2.07%2.31%Q2 2021Q1 20224
JNJ JOHNSON & JOHNSON440.99%1.06%1.10%Q2 2022Q1 20234
CVX CHEVRON CORP NEW440.93%1.02%1.15%Q2 2022Q1 20234
XOM EXXON MOBIL CORP310.43%0.79%0.99%Q1 2021Q3 20234
ABTX ALLEGIANCE BANCSHARES INC335.24%5.49%5.86%Q1 2022Q3 20223
PDBC INVESCO ACTVELY MNGD E...332.17%3.24%5.10%Q2 2022Q4 20223
DVY ISHARES TR332.00%2.08%2.20%Q1 2023Q3 20233
JPST J P MORGAN EXCHANGE TR...330.19%1.55%2.27%Q1 2023Q3 20233
CRM SALESFORCE INC210.73%0.93%1.04%Q4 2020Q3 20233
MCD MCDONALDS CORP330.14%0.78%1.14%Q1 2023Q3 20233
VYM VANGUARD WHITEHALL FDS330.42%0.43%0.44%Q1 2023Q3 20233
NVDA NVIDIA CORPORATION330.16%0.23%0.27%Q1 2023Q3 20233
INVESCO EXCH TRD SLF I...330.23%0.23%0.23%Q3 2022Q1 20233
AVGO BROADCOM INC330.16%0.22%0.28%Q1 2023Q3 20233
BSMT INVESCO EXCH TRD SLF I...330.18%0.19%0.19%Q3 2022Q1 20233
BSCP INVESCO EXCH TRD SLF I...330.18%0.18%0.19%Q1 2023Q3 20233
VYMI VANGUARD WHITEHALL FDS330.16%0.17%0.17%Q1 2023Q3 20233
VUG VANGUARD INDEX FDS330.14%0.15%0.16%Q1 2023Q3 20233
BSCO INVESCO EXCH TRD SLF I...330.15%0.15%0.16%Q1 2023Q3 20233
FMAY FIRST TR EXCHNG TRADED...2210.14%10.45%10.77%Q2 2023Q3 20232
NAPR INNOVATOR ETFS TR224.71%4.81%4.91%Q2 2023Q3 20232
ITB ISHARES TR222.90%3.00%3.10%Q2 2023Q3 20232
WTMF WISDOMTREE TR222.65%2.80%2.96%Q3 2022Q4 20222
ITA ISHARES TR222.55%2.65%2.75%Q2 2023Q3 20232
XSW SPDR SER TR222.45%2.48%2.51%Q4 2020Q1 20212
SKYY FIRST TR EXCHANGE TRAD...222.32%2.35%2.39%Q4 2020Q1 20212
QTEC FIRST TR NASDAQ 100 TE...222.34%2.35%2.36%Q4 2020Q1 20212
FDN FIRST TR EXCHANGE-TRAD...222.24%2.24%2.25%Q4 2020Q1 20212
MRK MERCK & CO INC220.95%0.97%0.99%Q2 2023Q3 20232
GOOG ALPHABET INC220.12%0.13%0.13%Q4 2021Q1 20222
DIA SPDR DOW JONES INDL AV...113.47%3.47%3.47%Q3 2023Q3 20231
XTN SPDR SER TR112.09%2.09%2.09%Q2 2021Q2 20211
KRE SPDR SER TR112.08%2.08%2.08%Q2 2021Q2 20211
BUFR FIRST TR EXCHNG TRADED...112.04%2.04%2.04%Q3 2023Q3 20231
FIRST TR EXCHNG TRADED...112.04%2.04%2.04%Q3 2023Q3 20231
VO VANGUARD INDEX FDS110.96%0.96%0.96%Q3 2023Q3 20231
ADBE ADOBE INC110.95%0.95%0.95%Q3 2023Q3 20231
GENERAL ELECTRIC CO110.89%0.89%0.89%Q3 2023Q3 20231
IEFA ISHARES TR110.42%0.42%0.42%Q3 2023Q3 20231
IWR ISHARES TR110.33%0.33%0.33%Q3 2023Q3 20231
GSIE GOLDMAN SACHS ETF TR110.31%0.31%0.31%Q3 2023Q3 20231
IWM ISHARES TR110.26%0.26%0.26%Q3 2023Q3 20231
VB VANGUARD INDEX FDS110.21%0.21%0.21%Q1 2023Q1 20231
SCHD SCHWAB STRATEGIC TR110.20%0.20%0.20%Q1 2023Q1 20231
SPLV INVESCO EXCH TRADED FD...110.17%0.17%0.17%Q1 2023Q1 20231
WMT WALMART INC110.16%0.16%0.16%Q1 2023Q1 20231
VTI VANGUARD INDEX FDS110.15%0.15%0.15%Q1 2023Q1 20231
CVS CVS HEALTH CORP110.13%0.13%0.13%Q1 2023Q1 20231

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.