FW

FOCUS Wealth Advisors, LLC

13F
FOCUS Wealth Advisors, LLC
Last update 2025-07-10 56 Stocks (1 new)
Value $192.00 Mil Turnover 2 %
Countries:
Top Holdings: FMAY(12.47%)BND(8.24%)IVV(6.85%)NAPR(5.89%)DIA(5.55%)
Summary Stock Picks Current Portfolio
FOCUS Wealth Advisors, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
FMAY
FT Vest U.S. Equity Buffer ETF - May
FT Vest U.S. Equity Buffer ETF - May
479,491
23,989.0
+0.40%
12.470
+0.05%
2.430
+15.92%
+6.51%
1,006.6
 
BND
Vanguard Total Bond Market ETF
215,422
15,861.5
+0.17%
8.240
+0.01%
0.010
+2.11%
+3.57%
127,863.5
 
IVV
iShares Core S&P 500 ETF
21,218
13,174.2
-17.73%
6.850
-1.42%
0.000
+22.72%
+7.98%
635,585.3
 
NAPR
Innovator Growth-100 Power Buffer ETF - April
Innovator Growth-100 Power Buffer ETF - April
222,136
11,331.2
+0.26%
5.890
+0.02%
4.400
+12.71%
+2.22%
258.8
 
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
24,252
10,686.8
+1.11%
5.550
+0.06%
0.030
+16.67%
+5.08%
38,354.4
 
ITM
VanEck Intermediate Muni ETF
156,012
7,093.9
+2.49%
3.690
+0.09%
0.380
+2.22%
-0.24%
1,860.5
 
ITA
iShares U.S. Aerospace & Defense ETF
iShares U.S. Aerospace & Defense ETF
36,253
6,838.8
-0.38%
3.550
-0.01%
0.080
+33.03%
+34.27%
8,710.5
 
FTLS
First Trust Long/Short Equity ETF
91,696
6,077.6
+0.62%
3.160
+0.02%
0.300
+8.70%
+1.26%
2,007.7
 
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
171,785
5,703.3
+0.62%
2.960
+0.02%
0.570
+18.98%
+6.90%
1,018.1
 
BUFR
FT Vest Laddered Buffer ETF
176,437
5,610.7
+0.61%
2.920
+0.02%
0.080
+15.01%
+5.64%
7,014.2
 

FOCUS Wealth Advisors, LLC's Historical Top Holdings Breakdowns

FOCUS Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-06-30
Reduce
Reduce
-1.42%
●
498.8 ($573.99) 620.9
$631.73
10.06%
Reduce -17.73%
21,218
-4,574
PLTR
Palantir Technologies Inc
2025-06-30
New Buy
New Buy
+1.02%
●
74.01 ($116.76) 144.25
$151.79
30.00%
New holding
14,453
14,453
ORCL
Oracle Corp
2025-06-30
Sold Out
Sold Out
-0.81%
●
122.82 ($161.13) 218.63
$243.54
51.15%
Sold Out
0
-10,448
ITB
iShares U.S. Home Construction ETF
2025-06-30
Add
Add
+0.19%
●
85.52 ($91.42) 96.61
$94.81
3.71%
Add 8.02%
54,211
4,023
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
2025-06-30
Reduce
Reduce
-0.10%
●
114.78 ($126.73) 133.31
$134.61
6.22%
Reduce -18.4%
6,107
-1,377
ITM
VanEck Intermediate Muni ETF
2025-06-30
Add
Add
+0.09%
●
44.27 ($45.12) 45.82
$45.32
0.44%
Add 2.49%
156,012
3,790
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
2025-06-30
Add
Add
+0.06%
●
376.48 ($415.03) 440.65
$443.44
6.85%
Add 1.11%
24,252
267
FMAY
FT Vest U.S. Equity Buffer ETF - May
FT Vest U.S. Equity Buffer ETF - May
2025-06-30
Add
Add
+0.05%
●
42.44 ($47.09) 50.03
$50.52
7.28%
Add 0.4%
479,491
1,922
AVGO
Broadcom Inc
2025-06-30
Reduce
Reduce
-0.03%
●
146.29 ($216.36) 275.65
$288.21
33.21%
Reduce -5.42%
5,060
-290
PWZ
Invesco California AMT-Free Municipal Bond ETF
Invesco California AMT-Free Municipal Bond ETF
2025-06-30
Add
Add
+0.03%
●
22.71 ($23.34) 24.18
$22.84
-2.14%
Add 5.73%
39,404
2,135

FOCUS Wealth Advisors, LLC Total Holding History ($B)

To

FOCUS Wealth Advisors, LLC's Asset Allocation

To

FOCUS Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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FOCUS Wealth Advisors, LLC's Hypothetical Growth since 2025-06-30

FOCUS Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

FOCUS Wealth Advisors, LLC's Holdings Heat Map

Size field:

FOCUS Wealth Advisors, LLC's Holdings Bubble Chart

FOCUS Wealth Advisors, LLC News

  • 1

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