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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 $158,076,447
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 57,478 $27,453,447 17.36%
2.
First Tr Exchng Traded Fd Vi
 384,851 $15,948,225 10.08%
3.
Vanguard Bond Index Funds
 BND 190,954 $14,044,676 8.88%
4.
Innovator Etfs Tr
 164,215 $7,304,694 4.62%
5.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 17,732 $6,682,659 4.22%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)