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  Name: FOCUS Wealth Advisors LLC
  City: HOUSTON
  State: TX
  Zip: 77056
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $186,800,000
  Total Value Change : $28,721,000
  Securities Held Change : 2
   
All Securities Held : 58
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 34
  Unchanged Positions : 17
  Decreased Positions : 3

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Holdings Found : 17     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (STEL)1 Year Chart         STEL Stellar Bancorp Ord Shs 9 - $29.25 $4,772,000 195,888 2.55% -682,000 0 0.375    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 34 - $117.67 $1,402,000 12,063 0.75% 196,000 0 0    Integrated Oil & Gas
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 40 - $913.56 $814,000 901 0.44% 368,000 0 0    Semiconductor - Speci...
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 41 - $120.30 $739,000 6,106 0.4% 57,000 0 0.002    Closed - End Fund - Debt
   (AVGO)1 Year Chart         AVGO Broadcom Limited 42 - $1,380.03 $652,000 492 0.35% 103,000 0 0    Semiconductor- Broad...
   (CIU)1 Year Chart         CIU iShares Barclays Intermedia... 43 - $50.88 $538,000 10,434 0.29% -5,000 0 0.002    Closed - End Fund - E...
   (MUB)1 Year Chart         MUB iShares S&P National Munici... 45 - $106.86 $464,000 4,313 0.25% -4,000 0 0    Closed - End Fund - E...
   (XLG)1 Year Chart         XLG Invesco S&P 500 Top 50 ETF 46 - $42.60 $460,000 10,920 0.25% 48,000 0 0.012    Closed - End Fund - E...
   (ICSH)1 Year Chart         ICSH Ishares Ultra Short Term Bo... 47 - $0.00 $361,000 7,137 0.19% 2,000 0 0.001    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS 48 - $345.65 $293,000 852 0.16% 28,000 0 0    Closed - End Fund - E...
   (BSCP)1 Year Chart         BSCP Invesco Bulletshares 2025 C... 49 - $20.46 $277,000 13,566 0.15% 0 0 0.004    N/A
   (VYMI)1 Year Chart         VYMI Vanguard International High... 50 - $0.00 $276,000 4,009 0.15% 9,000 0 0.004    N/A
   (HD)1 Year Chart         HD Home Depot Inc 51 - $340.50 $274,000 715 0.15% 26,000 0 0    Home Improvement Stores
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 52 - $445.93 $273,000 615 0.15% 21,000 0 0    Closed - End Fund - Debt
   (BSCO)1 Year Chart         BSCO Invesco BulletShares 2024 C... 54 - $21.05 $229,000 10,897 0.12% 1,000 0 0.003    N/A
   (SHYG)1 Year Chart         SHYG Ishares 0 5 Year High Yield... 55 - $42.16 $229,000 5,372 0.12% 2,000 0 0    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 58 - $171.93 $218,000 1,430 0.12% 16,000 0 0    Search Engines & Info...

      17 Records Found
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