Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 15 | Q2 2024 | 28.8% |
VANGUARD BD INDEX FDS | 15 | Q2 2024 | 11.6% |
VANECK VECTORS ETF TR | 15 | Q2 2024 | 3.8% |
VANGUARD INDEX FDS | 15 | Q2 2024 | 2.1% |
SPDR SER TR | 15 | Q2 2024 | 2.1% |
APPLE INC | 15 | Q2 2024 | 1.8% |
ISHARES TR | 15 | Q2 2024 | 1.6% |
MICROSOFT CORP | 15 | Q2 2024 | 1.6% |
AMERICAN EXPRESS CO | 15 | Q2 2024 | 1.2% |
VISA INC | 15 | Q2 2024 | 1.2% |
View FOCUS Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-07-26 |
13F-HR | 2024-07-23 |
13F-HR | 2024-04-11 |
13F-HR | 2024-01-11 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-14 |
13F-HR | 2023-04-11 |
13F-HR | 2023-01-24 |
13F-HR | 2022-10-13 |
13F-HR | 2022-07-11 |
View FOCUS Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.