Focus Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Focus Wealth Advisors, LLCInvestment ActivityFocus Wealth Advisors, LLC has $188.50 million in total holdings as of December 31, 2024.Focus Wealth Advisors, LLC owns shares of 57 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 7.20% of the portfolio was purchased this quarter.About 14.09% of the portfolio was sold this quarter.This quarter, Focus Wealth Advisors, LLC has purchased 60 new stocks and bought additional shares in 14 stocks.Focus Wealth Advisors, LLC sold shares of 23 stocks and completely divested from 8 stocks this quarter.Largest Holdings FT Vest U.S. Equity Buffer ETF - May $23,156,768iShares Core S&P 500 ETF $19,087,920Vanguard Total Bond Market ETF $14,347,015Innovator Growth-100 Power Buffer ETF - April $11,329,433SPDR Dow Jones Industrial Average ETF Trust $10,239,796 Largest New Holdings this Quarter Financial Select Sector SPDR Fund $3,620,497 HoldingiShares iBoxx $ High Yield Corporate Bond ETF $1,913,476 HoldingWells Fargo & Company $1,567,054 HoldingOracle $1,456,600 HoldingJPMorgan Ultra-Short Municipal ETF $422,642 Holding Largest Purchases this Quarter Financial Select Sector SPDR Fund 74,912 shares (about $3.62M)iShares iBoxx $ High Yield Corporate Bond ETF 24,329 shares (about $1.91M)Walmart 19,324 shares (about $1.75M)Wells Fargo & Company 22,310 shares (about $1.57M)NVIDIA 11,390 shares (about $1.53M) Largest Sales this Quarter iShares Core S&P 500 ETF 14,306 shares (about $8.42M)Stellarone 44,523 shares (about $1.26M)Vanguard S&P 500 ETF 2,256 shares (about $1.22M)iShares Core U.S. Aggregate Bond ETF 5,392 shares (about $522.49K)VanEck Intermediate Muni ETF 6,238 shares (about $287.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFocus Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFMAYFT Vest U.S. Equity Buffer ETF - May$23,156,768$169,420 ▲0.7%488,23012.3%ETFIVViShares Core S&P 500 ETF$19,087,920$8,421,643 ▼-30.6%32,42510.1%ETFBNDVanguard Total Bond Market ETF$14,347,015$19,703 ▲0.1%199,5137.6%ETFNAPRInnovator Growth-100 Power Buffer ETF - April$11,329,433$384,548 ▲3.5%224,8226.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$10,239,796$244,240 ▲2.4%24,0655.4%FinanceITMVanEck Intermediate Muni ETF$7,076,653$287,571 ▼-3.9%153,5073.8%ETFFTLSFirst Trust Long/Short Equity ETF$6,130,891$29,220 ▼-0.5%93,1603.3%ETFSTELStellarone$5,553,438$1,262,230 ▼-18.5%195,8882.9%FinanceBUFQFT Vest Laddered Nasdaq Buffer ETF$5,420,041$201,435 ▲3.9%172,4482.9%ETFBUFRFT Vest Laddered Buffer ETF$5,410,406$198,878 ▲3.8%177,5652.9%ETFITAiShares U.S. Aerospace & Defense ETF$5,406,207$40,844 ▼-0.7%37,1942.9%ETFITBiShares U.S. Home Construction ETF$5,254,694$95,532 ▼-1.8%50,8242.8%ETFDVYiShares Select Dividend ETF$5,246,9860.0%39,9652.8%ETFXMESPDR S&P Metals & Mining ETF$4,455,083$32,347 ▼-0.7%78,5042.4%ETFAAPLApple$3,881,561$44,074 ▼-1.1%15,5002.1%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$3,869,380$10,536 ▲0.3%45,1712.1%ETFXLFFinancial Select Sector SPDR Fund$3,620,497$3,620,497 ▲New Holding74,9121.9%ETFAXPAmerican Express$2,934,077$82,211 ▼-2.7%9,8861.6%FinanceNVDANVIDIA$2,910,064$1,529,563 ▲110.8%21,6701.5%Computer and TechnologyMSFTMicrosoft$2,848,159$5,058 ▼-0.2%6,7571.5%Computer and TechnologyCRMSalesforce$2,703,727$40,454 ▼-1.5%8,0871.4%Computer and TechnologyVOOVanguard S&P 500 ETF$2,626,478$1,215,453 ▼-31.6%4,8751.4%ETFCWBSPDR Bloomberg Convertible Securities ETF$2,484,703$21,498 ▼-0.9%31,9001.3%ETFVVisa$2,467,617$6,637 ▼-0.3%7,8081.3%Business ServicesGEGeneral Electric$2,233,683$55,375 ▲2.5%13,3921.2%TransportationPFFiShares Preferred and Income Securities ETF$2,173,565$8,520 ▲0.4%69,1341.2%ETFWMTWalmart$1,984,125$1,745,958 ▲733.1%21,9601.1%Retail/WholesaleHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,913,476$1,913,476 ▲New Holding24,3291.0%ETFEMHYiShares J.P. Morgan EM High Yield Bond ETF$1,848,998$9,077 ▲0.5%48,6831.0%ETFFALNiShares Fallen Angels USD Bond ETF$1,808,226$14,263 ▲0.8%67,6981.0%ManufacturingWFCWells Fargo & Company$1,567,054$1,567,054 ▲New Holding22,3100.8%FinanceORCLOracle$1,456,600$1,456,600 ▲New Holding8,7410.8%Computer and TechnologyXOMExxon Mobil$1,321,3900.0%12,2840.7%Oils/EnergyAGGiShares Core U.S. Aggregate Bond ETF$1,220,456$522,485 ▼-30.0%12,5950.6%FinanceAVGOBroadcom$1,173,1100.0%5,0600.6%Computer and TechnologyRVNUXtrackers Municipal Infrastructure Revenue Bond Fund$863,254$45,064 ▼-5.0%34,1750.5%ETFMLNVanEck Long Muni ETF$854,171$42,716 ▼-4.8%47,7720.5%ETFPZAInvesco National AMT-Free Municipal Bond ETF$853,312$44,340 ▼-4.9%36,1420.5%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$839,747$44,617 ▼-5.0%18,4070.4%FinancePWZInvesco California AMT-Free Municipal Bond ETF$823,423$45,152 ▼-5.2%33,3370.4%ETFVYMVanguard High Dividend Yield ETF$779,1830.0%6,1070.4%ETFGE VERNOVA INC$734,501$130,256 ▼-15.1%2,2330.4%COMHWCHancock Whitney$570,957$3,940 ▲0.7%10,4340.3%FinanceXLGInvesco S&P 500 Top 50 ETF$545,5630.0%10,9200.3%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$537,4550.0%10,4340.3%ManufacturingMUBiShares National Muni Bond ETF$459,5500.0%4,3130.2%ETFJMSTJPMorgan Ultra-Short Municipal ETF$422,642$422,642 ▲New Holding8,3340.2%ETFAMZNAmazon.com$366,6010.0%1,6710.2%Retail/WholesaleVUGVanguard Growth ETF$357,4930.0%8710.2%ETFMETAMeta Platforms$343,1090.0%5860.2%Computer and TechnologyQQQInvesco QQQ$314,4060.0%6150.2%FinanceJPMJPMorgan Chase & Co.$308,2670.0%1,2860.2%FinanceGOOGAlphabet$294,992$3,809 ▼-1.3%1,5490.2%Computer and TechnologyHDHome Depot$292,520$1,945 ▼-0.7%7520.2%Retail/WholesaleBSCPInvesco BulletShares 2025 Corporate Bond ETF$280,1380.0%13,5660.1%ETFVYMIVanguard International High Dividend Yield ETF$272,1310.0%4,0090.1%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$228,9010.0%5,3720.1%ETFFXZFirst Trust Materials AlphaDEX Fund$0$3,879,258 ▼-100.0%00.0%ETFMCDMcDonald's$0$2,178,160 ▼-100.0%00.0%Retail/WholesaleDOWDOW$0$1,898,486 ▼-100.0%00.0%Basic MaterialsFLOTiShares Floating Rate Bond ETF$0$1,867,452 ▼-100.0%00.0%ETFADBEAdobe$0$1,846,921 ▼-100.0%00.0%Computer and TechnologyMRKMerck & Co., Inc.$0$1,831,950 ▼-100.0%00.0%MedicalICSHiShares Ultra Short-Term Bond Active ETF$0$362,131 ▼-100.0%00.0%ETFBSCOInvesco BulletShares 2024 Corporate Bond ETF$0$230,145 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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