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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 $192,444,445
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
First Tr Exchng Traded Fd Vi
 479,491 $23,988,954 12.47%
2.
Vanguard Bond Index Funds
 BND 215,422 $15,861,525 8.24%
3.
Ishares Trust
 IEF 21,218 $13,174,187 6.85%
4.
Innovator Etfs Trust
 222,136 $11,331,157 5.89%
5.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 24,252 $10,686,834 5.55%
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)