|
|
Name: |
FOCUS Wealth Advisors LLC |
City: |
HOUSTON |
State: |
TX |
Zip: |
77056 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
17 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
|
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 |
Stellar Bancorp Ord Shs |
9 |
- |
$29.25 |
$4,772,000 |
195,888 |
2.55% |
-682,000 |
0 |
0.375 |
N/A |
|
XOM |
Exxon Mobil Corp |
34 |
- |
$117.67 |
$1,402,000 |
12,063 |
0.75% |
196,000 |
0 |
0 |
Integrated Oil & Gas |
|
NVDA |
NVIDIA Corporation |
40 |
- |
$913.56 |
$814,000 |
901 |
0.44% |
368,000 |
0 |
0 |
Semiconductor - Speci... |
|
VYM |
Vanguard High Dividend Yiel... |
41 |
- |
$120.30 |
$739,000 |
6,106 |
0.4% |
57,000 |
0 |
0.002 |
Closed - End Fund - Debt |
|
AVGO |
Broadcom Limited |
42 |
- |
$1,380.03 |
$652,000 |
492 |
0.35% |
103,000 |
0 |
0 |
Semiconductor- Broad... |
|
CIU |
iShares Barclays Intermedia... |
43 |
- |
$50.88 |
$538,000 |
10,434 |
0.29% |
-5,000 |
0 |
0.002 |
Closed - End Fund - E... |
|
MUB |
iShares S&P National Munici... |
45 |
- |
$106.86 |
$464,000 |
4,313 |
0.25% |
-4,000 |
0 |
0 |
Closed - End Fund - E... |
|
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 |
Ishares Ultra Short Term Bo... |
47 |
- |
$0.00 |
$361,000 |
7,137 |
0.19% |
2,000 |
0 |
0.001 |
N/A |
|
VUG |
Vanguard Growth VIPERS |
48 |
- |
$345.65 |
$293,000 |
852 |
0.16% |
28,000 |
0 |
0 |
Closed - End Fund - E... |
|
BSCP |
Invesco Bulletshares 2025 C... |
49 |
- |
$20.46 |
$277,000 |
13,566 |
0.15% |
0 |
0 |
0.004 |
N/A |
|
VYMI |
Vanguard International High... |
50 |
- |
$0.00 |
$276,000 |
4,009 |
0.15% |
9,000 |
0 |
0.004 |
N/A |
|
HD |
Home Depot Inc |
51 |
- |
$340.50 |
$274,000 |
715 |
0.15% |
26,000 |
0 |
0 |
Home Improvement Stores |
|
QQQ |
Invesco QQQ Trust Series I |
52 |
- |
$445.93 |
$273,000 |
615 |
0.15% |
21,000 |
0 |
0 |
Closed - End Fund - Debt |
|
BSCO |
Invesco BulletShares 2024 C... |
54 |
- |
$21.05 |
$229,000 |
10,897 |
0.12% |
1,000 |
0 |
0.003 |
N/A |
|
SHYG |
Ishares 0 5 Year High Yield... |
55 |
- |
$42.16 |
$229,000 |
5,372 |
0.12% |
2,000 |
0 |
0 |
N/A |
|
GOOG |
Alphabet Inc |
58 |
- |
$171.93 |
$218,000 |
1,430 |
0.12% |
16,000 |
0 |
0 |
Search Engines & Info... |
|