HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IVV) |
57,610 | +132 | $30,287 |
| IVV | 57,610 | +132 | $30,287 |
| FIRST TR EXCHNG TRADED FD VI (FMAY) |
460,115 | +75,264 | $19,886 |
| FMAY | 460,115 | +75,264 | $19,886 |
| VANGUARD BD INDEX FDS (BND) |
200,565 | +9,611 | $14,567 |
| BND | 200,565 | +9,611 | $14,567 |
| INNOVATOR ETFS TRUST (NAPR) |
206,229 | +42,014 | $9,385 |
| NAPR | 206,229 | +42,014 | $9,385 |
| SPDR DOW JONES INDL AVERAGE (DIA) |
22,041 | +4,309 | $8,767 |
| DIA | 22,041 | +4,309 | $8,767 |
| VANECK ETF TRUST (ITM) |
146,575 | +65,840 | $6,817 |
| ITM | 146,575 | +65,840 | $6,817 |
| ISHARES TR (ITB) |
50,671 | -588 | $5,866 |
| ITB | 50,671 | -588 | $5,866 |
| FIRST TR EXCH TRADED FD III (FTLS) |
89,122 | +11,037 | $5,495 |
| FTLS | 89,122 | +11,037 | $5,495 |
| STELLAR BANCORP INC |
195,888 | UNCH | $4,772 |
| STEL | 195,888 | UNCH | $4,772 |
| ISHARES TR (ITA) |
36,084 | +1,432 | $4,761 |
| ITA | 36,084 | +1,432 | $4,761 |
| SPDR SER TR (XME) |
77,549 | +8,185 | $4,675 |
| XME | 77,549 | +8,185 | $4,675 |
| FIRST TR EXCHNG TRADED FD VI (BUFR) |
164,457 | +26,927 | $4,598 |
| BUFR | 164,457 | +26,927 | $4,598 |
| ISHARES TR (DVY) |
37,017 | +5,597 | $4,560 |
| DVY | 37,017 | +5,597 | $4,560 |
| FIRST TR EXCHNG TRADED FD VI (BUFQ) |
159,616 | +28,951 | $4,522 |
| BUFQ | 159,616 | +28,951 | $4,522 |
| SELECT SECTOR SPDR TR (XLE) |
42,535 | +6,787 | $4,016 |
| XLE | 42,535 | +6,787 | $4,016 |
| FIRST TR EXCHANGE TRADED FD (FXZ) |
52,824 | +8,128 | $3,768 |
| FXZ | 52,824 | +8,128 | $3,768 |
| VANGUARD INDEX FDS (VOO) |
7,117 | +95 | $3,421 |
| VOO | 7,117 | +95 | $3,421 |
| MICROSOFT CORP |
6,634 | -64 | $2,791 |
| MSFT | 6,634 | -64 | $2,791 |
| APPLE INC |
14,938 | +775 | $2,562 |
| AAPL | 14,938 | +775 | $2,562 |
| SPDR SER TR (CWB) |
32,493 | +1,107 | $2,373 |
| CWB | 32,493 | +1,107 | $2,373 |
| AMERICAN EXPRESS CO |
9,877 | +305 | $2,249 |
| AXP | 9,877 | +305 | $2,249 |
| SALESFORCE INC |
7,468 | +214 | $2,249 |
| CRM | 7,468 | +214 | $2,249 |
| ISHARES TR (PFF) |
69,110 | +2,197 | $2,227 |
| PFF | 69,110 | +2,197 | $2,227 |
| GENERAL ELECTRIC CO |
12,460 | +598 | $2,187 |
| GE | 12,460 | +598 | $2,187 |
| MERCK & CO INC |
16,340 | +4,695 | $2,156 |
| MRK | 16,340 | +4,695 | $2,156 |
| VISA INC |
7,443 | +448 | $2,077 |
| V | 7,443 | +448 | $2,077 |
| DOW INC |
32,938 | +4,997 | $1,908 |
| DOW | 32,938 | +4,997 | $1,908 |
| MCDONALDS CORP |
6,689 | +1,768 | $1,886 |
| MCD | 6,689 | +1,768 | $1,886 |
| ISHARES TR (FLOT) |
36,727 | +1,905 | $1,875 |
| FLOT | 36,727 | +1,905 | $1,875 |
| ISHARES INC (EMHY) |
48,623 | +48,623 | $1,821 |
| EMHY | 48,623 | +48,623 | $1,821 |
| ISHARES TR (FALN) |
67,251 | +67,251 | $1,806 |
| FALN | 67,251 | +67,251 | $1,806 |
| ISHARES TR (AGG) |
17,869 | +516 | $1,750 |
| AGG | 17,869 | +516 | $1,750 |
| ADOBE INC |
3,298 | +555 | $1,664 |
| ADBE | 3,298 | +555 | $1,664 |
| EXXON MOBIL CORP |
12,063 | UNCH | $1,402 |
| XOM | 12,063 | UNCH | $1,402 |
| INVESCO EXCH TRADED FD TR II (PZA) |
37,859 | +16,765 | $902 |
| PZA | 37,859 | +16,765 | $902 |
| DBX ETF TR (RVNU) |
34,749 | +14,955 | $892 |
| RVNU | 34,749 | +14,955 | $892 |
| INVESCO EXCH TRADED FD TR II (PWZ) |
35,039 | +15,335 | $871 |
| PWZ | 35,039 | +15,335 | $871 |
| VANECK ETF TRUST (MLN) |
48,306 | +21,525 | $870 |
| MLN | 48,306 | +21,525 | $870 |
| SPDR SER TR (TFI) |
18,690 | +8,302 | $869 |
| TFI | 18,690 | +8,302 | $869 |
| NVIDIA CORPORATION |
901 | UNCH | $814 |
| NVDA | 901 | UNCH | $814 |
| VANGUARD WHITEHALL FDS (VYM) |
6,106 | UNCH | $739 |
| VYM | 6,106 | UNCH | $739 |
| BROADCOM INC |
492 | UNCH | $652 |
| AVGO | 492 | UNCH | $652 |
| ISHARES TR (IGIB) |
10,434 | UNCH | $538 |
| IGIB | 10,434 | UNCH | $538 |
| HANCOCK WHITNEY CORPORATION |
10,279 | +71 | $473 |
| HWC | 10,279 | +71 | $473 |
| ISHARES TR (MUB) |
4,313 | UNCH | $464 |
| MUB | 4,313 | UNCH | $464 |
| INVESCO EXCHANGE TRADED FD T (XLG) |
10,920 | UNCH | $460 |
| XLG | 10,920 | UNCH | $460 |
| ISHARES TR (ICSH) |
7,137 | UNCH | $361 |
| ICSH | 7,137 | UNCH | $361 |
| VANGUARD INDEX FDS (VUG) |
852 | UNCH | $293 |
| VUG | 852 | UNCH | $293 |
| INVESCO EXCH TRD SLF IDX FD |
13,566 | UNCH | $277 |
| BSCP | 13,566 | UNCH | $277 |
| VANGUARD WHITEHALL FDS (VYMI) |
4,009 | UNCH | $276 |
| VYMI | 4,009 | UNCH | $276 |
See Full List: All Stocks Held By FOCUS Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By FOCUS Wealth Advisors LLC
|
Size ($ in 1000's)
At 03/31/2024: $186,800 At 12/31/2023: $158,079 FOCUS Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from FOCUS Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |
