Sponsored
The Analysis of FOCUS Wealth Advisors, LLC's Holdings & P&L
Currently, FOCUS Wealth Advisors, LLC holds 59 types of securities in its portfolio with a total value $204.6M. In the most recent quarter, they have increased their positions in CVX (+1.2K shares, valued at $243.1K), N/A (+11 shares, valued at $6.6K), HWC (+86 shares, valued at $5.5K); decreased their positions in IVV (-1.4K shares, valued at $915.1K), FMAY (-16.2K shares, valued at $857.7K), BND (-7.5K shares, valued at $549.5K); initiated new positions in CVX (+1.2K shares, valued at $243.1K).
1M P&L
+2.6M+1.28%
3M P&L
+1.2M+0.61%
HY P&L
+11.5M+5.88%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A160.2M
81.7%
2Banks - Regional6.3M
3.2%
3Credit Services4.9M
2.5%
Top Industries by Stock Count
1N/A34 stocks
63.0%
2Credit Services2 stocks
3.7%
3Oil & Gas Integrated2 stocks
3.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
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Sponsored
Sponsored
Sponsored
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Sponsored
FMAY
-3.27%FIRST TR EXCHNG TRADED FD VI
Shares480.3K
Event2026-03-31
Filed2026-04-08
BND
-3.42%VANGUARD BD INDEX FDS
Shares210.5K
Event2026-03-31
Filed2026-04-08
IVV
-6.70%ISHARES TR
Shares19.5K
Event2026-03-31
Filed2026-04-08
NAPR
-4.31%INNOVATOR ETFS TRUST
Shares221.4K
Event2026-03-31
Filed2026-04-08
DIA
-4.08%STATE STR SPDR DOW JONES IND
Shares24.2K
Event2026-03-31
Filed2026-04-08
ITM
-2.23%VANECK ETF TRUST
Shares182.5K
Event2026-03-31
Filed2026-04-08
XME
-5.37%SPDR SERIES TRUST
Shares71.0K
Event2026-03-31
Filed2026-04-08
ITA
-4.20%ISHARES TR
Shares34.0K
Event2026-03-31
Filed2026-04-08
FTLS
-5.08%FIRST TR EXCH TRADED FD III
Shares88.8K
Event2026-03-31
Filed2026-04-08
BUFQ
-4.85%FIRST TR EXCHNG TRADED FD VI
Shares167.5K
Event2026-03-31
Filed2026-04-08
DVY
-4.54%ISHARES TR
Shares38.9K
Event2026-03-31
Filed2026-04-08
XLE
-5.13%SELECT SECTOR SPDR TR
Shares96.0K
Event2026-03-31
Filed2026-04-08
BUFR
-4.85%FIRST TR EXCHNG TRADED FD VI
Shares171.2K
Event2026-03-31
Filed2026-04-08
STEL
0.00%STELLAR BANCORP INC
Shares151.9K
Event2026-03-31
Filed2026-04-08
ITB
-4.21%ISHARES TR
Shares52.6K
Event2026-03-31
Filed2026-04-08
NVDA
-2.58%NVIDIA CORPORATION
Shares23.8K
Event2026-03-31
Filed2026-04-08
XLF
-4.66%SELECT SECTOR SPDR TR
Shares82.5K
Event2026-03-31
Filed2026-04-08
AAPL
-3.03%APPLE INC
Shares14.7K
Event2026-03-31
Filed2026-04-08
GE AEROSPACE
-5.87%GE AEROSPACE
Shares11.9K
Event2026-03-31
Filed2026-04-08
WMT
-4.24%WALMART INC
Shares23.6K
Event2026-03-31
Filed2026-04-08
VANGUARD INDEX FDS
0.22%VANGUARD INDEX FDS
Shares4.9K
Event2026-03-31
Filed2026-04-08
AXP
-3.56%AMERICAN EXPRESS CO
Shares8.9K
Event2026-03-31
Filed2026-04-08
CWB
-4.68%SPDR SERIES TRUST
Shares29.1K
Event2026-03-31
Filed2026-04-08
XOM
0.14%EXXON MOBIL CORP
Shares15.3K
Event2026-03-31
Filed2026-04-08
MSFT
-3.33%MICROSOFT CORP
Shares6.5K
Event2026-03-31
Filed2026-04-08
V
-4.97%VISA INC
Shares7.3K
Event2026-03-31
Filed2026-04-08
PFF
-3.74%ISHARES TR
Shares70.6K
Event2026-03-31
Filed2026-04-08
HYG
-3.69%ISHARES TR
Shares26.7K
Event2026-03-31
Filed2026-04-08
PLTR
-4.76%PALANTIR TECHNOLOGIES INC
Shares13.8K
Event2026-03-31
Filed2026-04-08
EMHY
-4.26%ISHARES INC
Shares50.9K
Event2026-03-31
Filed2026-04-08
WFC
-4.54%WELLS FARGO & CO
Shares24.6K
Event2026-03-31
Filed2026-04-08
FALN
-4.02%ISHARES TR
Shares72.0K
Event2026-03-31
Filed2026-04-08
CRM
-5.16%SALESFORCE INC
Shares8.6K
Event2026-03-31
Filed2026-04-08
BROADCOM INC
-2.03%BROADCOM INC
Shares4.7K
Event2026-03-31
Filed2026-04-08
AGG
0.00%ISHARES TR
Shares12.6K
Event2026-03-31
Filed2026-04-08
RVNU
-2.36%DBX ETF TR
Shares43.9K
Event2026-03-31
Filed2026-04-08
MLN
-2.38%VANECK ETF TRUST
Shares61.4K
Event2026-03-31
Filed2026-04-08
PZA
-2.33%INVESCO EXCH TRADED FD TR II
Shares46.4K
Event2026-03-31
Filed2026-04-08
TFI
-2.38%SPDR SERIES TRUST
Shares23.2K
Event2026-03-31
Filed2026-04-08
PWZ
-2.42%INVESCO EXCH TRADED FD TR II
Shares43.4K
Event2026-03-31
Filed2026-04-08
GEV
0.00%GE VERNOVA INC
Shares1.1K
Event2026-03-31
Filed2026-04-08
VYM
0.02%VANGUARD WHITEHALL FDS
Shares6.1K
Event2026-03-31
Filed2026-04-08
HD
0.51%HOME DEPOT INC
Shares2.2K
Event2026-03-31
Filed2026-04-08
HWC
0.80%HANCOCK WHITNEY CORPORATION
Shares10.8K
Event2026-03-31
Filed2026-04-08
XLG
0.00%INVESCO EXCHANGE TRADED FD T
Shares10.9K
Event2026-03-31
Filed2026-04-08
IGIB
0.00%ISHARES TR
Shares10.4K
Event2026-03-31
Filed2026-04-08
MUB
0.00%ISHARES TR
Shares4.5K
Event2026-03-31
Filed2026-04-08
VUG
0.00%VANGUARD INDEX FDS
Shares937
Event2026-03-31
Filed2026-04-08
ALPHABET INC
0.07%ALPHABET INC
Shares1.4K
Event2026-03-31
Filed2026-04-08
VYMI
0.00%VANGUARD WHITEHALL FDS
Shares4.0K
Event2026-03-31
Filed2026-04-08
INVESCO QQQ TR
0.00%INVESCO QQQ TR
Shares615
Event2026-03-31
Filed2026-04-08
JPM
0.17%JPMORGAN CHASE & CO
Shares1.1K
Event2026-03-31
Filed2026-04-08
PROP
0.00%PRAIRIE OPER CO
Shares140.0K
Event2026-03-31
Filed2026-04-08
AMZN
0.00%AMAZON COM INC
Shares1.3K
Event2026-03-31
Filed2026-04-08
META
0.22%META PLATFORMS INC
Shares460
Event2026-03-31
Filed2026-04-08
SOXX
0.00%ISHARES TR
Shares753
Event2026-03-31
Filed2026-04-08
CVX
NewCHEVRON CORPORATION
Shares1.2K
Event2026-03-31
Filed2026-04-08
PH
0.00%PARKER-HANNIFIN CORP
Shares263
Event2026-03-31
Filed2026-04-08
SHYG
0.00%ISHARES TR
Shares5.4K
Event2026-03-31
Filed2026-04-08
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available