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Home > Institutional Investor > Focus Wealth Advisors, Llc > Profile

Instuitional Investor - Focus Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Focus Wealth Advisors, Llc
Portfolio Value $180,912,413
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchng Traded Fd Vi
 477,569 $22,053,486 12.19%
2.
Vanguard Bond Index Funds
 BND 215,053 $15,795,669 8.73%
3.
Ishares Trust
 IEF 25,792 $14,492,340 8.01%
4.
Innovator Etfs Trust
 221,554 $10,568,126 5.84%
5.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 23,985 $10,070,664 5.57%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)