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%
Stock Holdings
FMAY
FIRST TR EXCHNG TRADED FD VI
-3.27%
Shares480.3K
Event2026-03-31
Filed2026-04-08
BND
VANGUARD BD INDEX FDS
-3.42%
Shares210.5K
Event2026-03-31
Filed2026-04-08
IVV
ISHARES TR
-6.70%
Shares19.5K
Event2026-03-31
Filed2026-04-08
NAPR
INNOVATOR ETFS TRUST
-4.31%
Shares221.4K
Event2026-03-31
Filed2026-04-08
DIA
STATE STR SPDR DOW JONES IND
-4.08%
Shares24.2K
Event2026-03-31
Filed2026-04-08
ITM
VANECK ETF TRUST
-2.23%
Shares182.5K
Event2026-03-31
Filed2026-04-08
XME
SPDR SERIES TRUST
-5.37%
Shares71.0K
Event2026-03-31
Filed2026-04-08
ITA
ISHARES TR
-4.20%
Shares34.0K
Event2026-03-31
Filed2026-04-08
FTLS
FIRST TR EXCH TRADED FD III
-5.08%
Shares88.8K
Event2026-03-31
Filed2026-04-08
BUFQ
FIRST TR EXCHNG TRADED FD VI
-4.85%
Shares167.5K
Event2026-03-31
Filed2026-04-08
DVY
ISHARES TR
-4.54%
Shares38.9K
Event2026-03-31
Filed2026-04-08
XLE
SELECT SECTOR SPDR TR
-5.13%
Shares96.0K
Event2026-03-31
Filed2026-04-08
BUFR
FIRST TR EXCHNG TRADED FD VI
-4.85%
Shares171.2K
Event2026-03-31
Filed2026-04-08
STEL
STELLAR BANCORP INC
0.00%
Shares151.9K
Event2026-03-31
Filed2026-04-08
ITB
ISHARES TR
-4.21%
Shares52.6K
Event2026-03-31
Filed2026-04-08
NVDA
NVIDIA CORPORATION
-2.58%
Shares23.8K
Event2026-03-31
Filed2026-04-08
XLF
SELECT SECTOR SPDR TR
-4.66%
Shares82.5K
Event2026-03-31
Filed2026-04-08
AAPL
APPLE INC
-3.03%
Shares14.7K
Event2026-03-31
Filed2026-04-08
GE AEROSPACE
GE AEROSPACE
-5.87%
Shares11.9K
Event2026-03-31
Filed2026-04-08
WMT
WALMART INC
-4.24%
Shares23.6K
Event2026-03-31
Filed2026-04-08
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.22%
Shares4.9K
Event2026-03-31
Filed2026-04-08
AXP
AMERICAN EXPRESS CO
-3.56%
Shares8.9K
Event2026-03-31
Filed2026-04-08
CWB
SPDR SERIES TRUST
-4.68%
Shares29.1K
Event2026-03-31
Filed2026-04-08
XOM
EXXON MOBIL CORP
0.14%
Shares15.3K
Event2026-03-31
Filed2026-04-08
MSFT
MICROSOFT CORP
-3.33%
Shares6.5K
Event2026-03-31
Filed2026-04-08
V
VISA INC
-4.97%
Shares7.3K
Event2026-03-31
Filed2026-04-08
PFF
ISHARES TR
-3.74%
Shares70.6K
Event2026-03-31
Filed2026-04-08
HYG
ISHARES TR
-3.69%
Shares26.7K
Event2026-03-31
Filed2026-04-08
PLTR
PALANTIR TECHNOLOGIES INC
-4.76%
Shares13.8K
Event2026-03-31
Filed2026-04-08
EMHY
ISHARES INC
-4.26%
Shares50.9K
Event2026-03-31
Filed2026-04-08
WFC
WELLS FARGO & CO
-4.54%
Shares24.6K
Event2026-03-31
Filed2026-04-08
FALN
ISHARES TR
-4.02%
Shares72.0K
Event2026-03-31
Filed2026-04-08
CRM
SALESFORCE INC
-5.16%
Shares8.6K
Event2026-03-31
Filed2026-04-08
BROADCOM INC
BROADCOM INC
-2.03%
Shares4.7K
Event2026-03-31
Filed2026-04-08
AGG
ISHARES TR
0.00%
Shares12.6K
Event2026-03-31
Filed2026-04-08
RVNU
DBX ETF TR
-2.36%
Shares43.9K
Event2026-03-31
Filed2026-04-08
MLN
VANECK ETF TRUST
-2.38%
Shares61.4K
Event2026-03-31
Filed2026-04-08
PZA
INVESCO EXCH TRADED FD TR II
-2.33%
Shares46.4K
Event2026-03-31
Filed2026-04-08
TFI
SPDR SERIES TRUST
-2.38%
Shares23.2K
Event2026-03-31
Filed2026-04-08
PWZ
INVESCO EXCH TRADED FD TR II
-2.42%
Shares43.4K
Event2026-03-31
Filed2026-04-08
GEV
GE VERNOVA INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-08
VYM
VANGUARD WHITEHALL FDS
0.02%
Shares6.1K
Event2026-03-31
Filed2026-04-08
HD
HOME DEPOT INC
0.51%
Shares2.2K
Event2026-03-31
Filed2026-04-08
HWC
HANCOCK WHITNEY CORPORATION
0.80%
Shares10.8K
Event2026-03-31
Filed2026-04-08
XLG
INVESCO EXCHANGE TRADED FD T
0.00%
Shares10.9K
Event2026-03-31
Filed2026-04-08
IGIB
ISHARES TR
0.00%
Shares10.4K
Event2026-03-31
Filed2026-04-08
MUB
ISHARES TR
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-08
VUG
VANGUARD INDEX FDS
0.00%
Shares937
Event2026-03-31
Filed2026-04-08
ALPHABET INC
ALPHABET INC
0.07%
Shares1.4K
Event2026-03-31
Filed2026-04-08
VYMI
VANGUARD WHITEHALL FDS
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-08
INVESCO QQQ TR
INVESCO QQQ TR
0.00%
Shares615
Event2026-03-31
Filed2026-04-08
JPM
JPMORGAN CHASE & CO
0.17%
Shares1.1K
Event2026-03-31
Filed2026-04-08
PROP
PRAIRIE OPER CO
0.00%
Shares140.0K
Event2026-03-31
Filed2026-04-08
AMZN
AMAZON COM INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-08
META
META PLATFORMS INC
0.22%
Shares460
Event2026-03-31
Filed2026-04-08
SOXX
ISHARES TR
0.00%
Shares753
Event2026-03-31
Filed2026-04-08
CVX
CHEVRON CORPORATION
New
Shares1.2K
Event2026-03-31
Filed2026-04-08
PH
PARKER-HANNIFIN CORP
0.00%
Shares263
Event2026-03-31
Filed2026-04-08
SHYG
ISHARES TR
0.00%
Shares5.4K
Event2026-03-31
Filed2026-04-08

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available