FOCUS Wealth Advisors, LLC Portfolio Holdings
Q3 2025•58 long positions•$208.1M portfolio value
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Holding58 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $25.2M 12.12% | +$170.8K Bought | — 482.8K shares | 479.5K → 482.8K +$170.8K | +0.68% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $16.3M 7.83% | +$273.1K Bought | — 219.1K shares | 215.4K → 219.1K +$273.1K | +1.7% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $14.0M 6.72% | -$208.8K Sold | — 20.9K shares | 21.2K → 20.9K −$208.8K | -1.47% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $11.8M 5.66% | +$81.7K Bought | — 223.7K shares | 222.1K → 223.7K +$81.7K | +0.7% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $11.3M 5.45% | +$94.1K Bought | — 24.5K shares | 24.3K → 24.5K +$94.1K | +0.84% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $8.3M 3.99% | +$1.0M Bought | — 178.2K shares | 156.0K → 178.2K +$1.0M | +14.24% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $7.5M 3.61% | -$71.1K Sold | — 35.9K shares | 36.3K → 35.9K −$71.1K | -0.94% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $7.1M 3.43% | -$35.8K Sold | — 76.6K shares | 77.0K → 76.6K −$35.8K | -0.5% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $6.5M 3.13% | +$97.9K Bought | — 93.1K shares | 91.7K → 93.1K +$97.9K | +1.53% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $6.1M 2.93% | +$101.8K Bought | — 174.7K shares | 171.8K → 174.7K +$101.8K | +1.7% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $6.0M 2.87% | +$65.9K Bought | — 178.4K shares | 176.4K → 178.4K +$65.9K | +1.12% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $5.8M 2.8% | +$3.5K Bought | — 54.2K shares | 54.2K → 54.2K +$3.5K | +0.06% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $5.7M 2.76% | +$14.1K Bought | — 40.4K shares | 40.3K → 40.4K +$14.1K | +0.25% | — — | Q1 2023 Held for 2y 8m | |
Banks - Regional Financial Services | $5.2M 2.49% | -$758.3K Sold | 0.333% 170.9K shares | 195.9K → 170.9K −$758.3K | -12.76% | $1.6B Small Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $4.5M 2.19% | +$1.3K Bought | 0.0% 24.4K shares | 24.4K → 24.4K +$1.3K | +0.03% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.5M 2.14% | +$385.5K Bought | — 49.8K shares | 45.5K → 49.8K +$385.5K | +9.48% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $4.3M 2.06% | +$113.4K Bought | — 79.7K shares | 77.6K → 79.7K +$113.4K | +2.71% | — — | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $3.9M 1.87% | -$20.2K Sold | 0.001% 13.0K shares | 13.0K → 13.0K −$20.2K | -0.51% | $319.00B Mega Cap | Q3 2023 Held for 2y 2m | |
Consumer Electronics Technology | $3.9M 1.85% | +$16.6K Bought | 0.0% 15.1K shares | 15.1K → 15.1K +$16.6K | +0.43% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $3.5M 1.67% | -$11.4K Sold | 0.0% 6.7K shares | 6.7K → 6.7K −$11.4K | -0.33% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
Financial - Credit Services Financial Services | $3.1M 1.48% | -$10.0K Sold | 0.001% 9.3K shares | 9.3K → 9.3K −$10.0K | -0.32% | $231.14B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.0M 1.43% | — | — 4.9K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.8M 1.35% | -$10.4K Sold | — 31.0K shares | 31.2K → 31.0K −$10.4K | -0.37% | — — | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $2.6M 1.27% | -$2.0K Sold | 0.001% 14.4K shares | 14.5K → 14.4K −$2.0K | -0.08% | $432.76B Mega Cap | Q2 2025 Held for 5 months | |
Financial - Credit Services Financial Services | $2.6M 1.26% | +$7.9K Bought | 0.0% 7.7K shares | 7.7K → 7.7K +$7.9K | +0.3% | $662.60B Mega Cap | Q4 2020 Held for 4y 11m | |
Discount Stores Consumer Defensive | $2.5M 1.21% | +$190.0K Bought | 0.0% 24.5K shares | 22.6K → 24.5K +$190.0K | +8.15% | $821.68B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.3M 1.1% | +$6.9K Bought | — 72.7K shares | 72.4K → 72.7K +$6.9K | +0.3% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.2M 1.07% | +$5.0K Bought | — 27.5K shares | 27.4K → 27.5K +$5.0K | +0.23% | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $2.1M 1.03% | +$133.2K Bought | 0.001% 25.5K shares | 23.9K → 25.5K +$133.2K | +6.65% | $268.51B Mega Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $2.1M 1.02% | +$236.8K Bought | 0.001% 9.0K shares | 8.0K → 9.0K +$236.8K | +12.55% | $225.62B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $2.1M 1.01% | +$9.2K Bought | — 52.7K shares | 52.5K → 52.7K +$9.2K | +0.44% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.1M 0.991% | +$14.1K Bought | — 74.3K shares | 73.8K → 74.3K +$14.1K | +0.69% | — — | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $1.6M 0.765% | -$78.5K Sold | 0.0% 4.8K shares | 5.1K → 4.8K −$78.5K | -4.7% | $1.56T Mega Cap | Q1 2023 Held for 2y 8m | |
Oil & Gas Integrated Energy | $1.4M 0.654% | -$24.9K Sold | 0.0% 12.1K shares | 12.3K → 12.1K −$24.9K | -1.8% | $480.68B Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.3M 0.607% | — | — 12.6K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.1M 0.508% | +$93.2K Bought | — 42.9K shares | 39.1K → 42.9K +$93.2K | +9.67% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.0M 0.504% | +$93.0K Bought | — 60.0K shares | 54.6K → 60.0K +$93.0K | +9.74% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.0M 0.503% | +$70.7K Bought | — 45.3K shares | 42.3K → 45.3K +$70.7K | +7.25% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.0M 0.494% | +$68.8K Bought | — 22.6K shares | 21.1K → 22.6K +$68.8K | +7.16% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.0M 0.487% | +$70.1K Bought | — 42.3K shares | 39.4K → 42.3K +$70.1K | +7.44% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $860.8K 0.414% | — | — 6.1K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
Renewable Utilities Utilities | $710.2K 0.341% | -$161.1K Sold | 0.0% 1.2K shares | 1.4K → 1.2K −$161.1K | -18.49% | $167.39B Large Cap | Q2 2024 Held for 1y 5m | |
Banks - Regional Financial Services | $669.3K 0.322% | +$4.8K Bought | 0.013% 10.7K shares | 10.6K → 10.7K +$4.8K | +0.72% | $5.3B Mid Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $628.1K 0.302% | — | — 10.9K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $564.4K 0.271% | — | — 10.4K shares | — | — | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $475.6K 0.229% | +$16.3K Bought | — 4.5K shares | 4.3K → 4.5K +$16.3K | +3.55% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $449.5K 0.216% | — | — 937.0 shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $369.2K 0.177% | — | — 615.0 shares | — | — | — — | Q2 2023 Held for 2y 5m | |
Banks - Diversified Financial Services | $361.2K 0.174% | -$44.5K Sold | 0.0% 1.1K shares | 1.3K → 1.1K −$44.5K | -10.96% | $867.35B Mega Cap | Q1 2024 Held for 1y 8m | |
Internet Content & Information Communication Services | $343.4K 0.165% | -$33.9K Sold | 0.0% 1.4K shares | 1.5K → 1.4K −$33.9K | -8.97% | $2.95T Mega Cap | Q4 2023 Held for 1y 11m |
