$141 Million is the total value of FOCUS Wealth Advisors, LLC's 47 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -763 | -100.0% | -0.15% | – |
BIL | Exit | SPDR SER TRbloomberg 1-3 mo | $0 | – | -3,830 | -100.0% | -0.24% | – |
RSP | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $0 | – | -62,684 | -100.0% | -5.76% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 12 | Q3 2023 | 28.8% |
VANGUARD BD INDEX FDS | 12 | Q3 2023 | 11.6% |
VANECK VECTORS ETF TR | 12 | Q3 2023 | 3.3% |
SPDR SER TR | 12 | Q3 2023 | 2.1% |
APPLE INC | 12 | Q3 2023 | 1.8% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 2.1% |
ISHARES TR | 12 | Q3 2023 | 1.6% |
MICROSOFT CORP | 12 | Q3 2023 | 1.5% |
INVESCO EXCHANGE TRADED FD T | 12 | Q3 2023 | 6.0% |
AMERICAN EXPRESS CO | 12 | Q3 2023 | 1.2% |
View FOCUS Wealth Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-14 |
13F-HR | 2022-01-26 |
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.