Focus Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Focus Wealth Advisors, LLCInvestment ActivityFocus Wealth Advisors, LLC has $180.91 million in total holdings as of March 31, 2025.Focus Wealth Advisors, LLC owns shares of 56 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 1.82% of the portfolio was purchased this quarter.About 3.42% of the portfolio was sold this quarter.This quarter, Focus Wealth Advisors, LLC has purchased 57 new stocks and bought additional shares in 23 stocks.Focus Wealth Advisors, LLC sold shares of 21 stocks and completely divested from 1 stock this quarter.Largest Holdings FT Vest U.S. Equity Buffer ETF - May $22,053,486Vanguard Total Bond Market ETF $15,795,669iShares Core S&P 500 ETF $14,492,340Innovator Growth-100 Power Buffer ETF - April $10,568,126SPDR Dow Jones Industrial Average ETF Trust $10,070,664 Largest Purchases this Quarter Vanguard Total Bond Market ETF 15,540 shares (about $1.14M)NVIDIA 2,286 shares (about $247.76K)Oracle 1,707 shares (about $238.66K)iShares iBoxx $ High Yield Corporate Bond ETF 2,954 shares (about $233.04K)Vanguard High Dividend Yield ETF 1,377 shares (about $177.58K) Largest Sales this Quarter iShares Core S&P 500 ETF 6,633 shares (about $3.73M)FT Vest U.S. Equity Buffer ETF - May 10,661 shares (about $492.31K)GE VERNOVA INC 816 shares (about $249.11K)American Express 594 shares (about $159.82K)Innovator Growth-100 Power Buffer ETF - April 3,268 shares (about $155.88K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFocus Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFMAYFT Vest U.S. Equity Buffer ETF - May$22,053,486$492,310 ▼-2.2%477,56912.2%ETFBNDVanguard Total Bond Market ETF$15,795,669$1,141,415 ▲7.8%215,0538.7%ETFIVViShares Core S&P 500 ETF$14,492,340$3,727,035 ▼-20.5%25,7928.0%ETFNAPRInnovator Growth-100 Power Buffer ETF - April$10,568,126$155,884 ▼-1.5%221,5545.8%ETFDIASPDR Dow Jones Industrial Average ETF Trust$10,070,664$33,590 ▼-0.3%23,9855.6%FinanceITMVanEck Intermediate Muni ETF$6,927,623$58,480 ▼-0.8%152,2223.8%ETFFTLSFirst Trust Long/Short Equity ETF$5,839,917$129,762 ▼-2.2%91,1353.2%ETFITAiShares U.S. Aerospace & Defense ETF$5,571,293$123,092 ▼-2.2%36,3903.1%ETFSTELStellarone$5,418,2750.0%195,8883.0%FinanceDVYiShares Select Dividend ETF$5,359,899$6,983 ▼-0.1%39,9133.0%ETFBUFRFT Vest Laddered Buffer ETF$5,206,617$65,288 ▼-1.2%175,3662.9%ETFBUFQFT Vest Laddered Nasdaq Buffer ETF$5,097,968$51,329 ▼-1.0%170,7292.8%ETFITBiShares U.S. Home Construction ETF$4,778,359$60,553 ▼-1.3%50,1882.6%ETFXMESPDR S&P Metals & Mining ETF$4,287,684$107,781 ▼-2.5%76,5792.4%ETFXLEEnergy Select Sector SPDR Fund$4,207,286$13,924 ▼-0.3%45,0222.3%ETFXLFFinancial Select Sector SPDR Fund$3,836,322$104,950 ▲2.8%77,0192.1%ETFAAPLApple$3,342,457$100,627 ▼-2.9%15,0471.8%Computer and TechnologyVVisa$2,690,883$45,561 ▼-1.7%7,6781.5%Business ServicesGEGE Aerospace$2,614,432$66,051 ▼-2.5%13,0621.4%IndustrialsNVDANVIDIA$2,596,351$247,757 ▲10.5%23,9561.4%Computer and TechnologyMSFTMicrosoft$2,546,761$10,136 ▲0.4%6,7841.4%Computer and TechnologyVOOVanguard S&P 500 ETF$2,505,1010.0%4,8751.4%ETFAXPAmerican Express$2,500,068$159,819 ▼-6.0%9,2921.4%FinanceCWBSPDR Bloomberg Convertible Securities ETF$2,383,780$60,376 ▼-2.5%31,1121.3%ETFPFFiShares Preferred and Income Securities ETF$2,209,023$84,538 ▲4.0%71,8851.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$2,152,373$233,043 ▲12.1%27,2831.2%ETFCRMSalesforce$2,117,399$52,868 ▼-2.4%7,8901.2%Computer and TechnologyWMTWalmart$1,998,401$70,497 ▲3.7%22,7631.1%Retail/WholesaleEMHYiShares J.P. Morgan EM High Yield Bond ETF$1,995,163$133,997 ▲7.2%52,1881.1%ETFFALNiShares Fallen Angels USD Bond ETF$1,958,546$144,908 ▲8.0%73,1071.1%ManufacturingWFCWells Fargo & Company$1,688,825$87,223 ▲5.4%23,5250.9%FinanceXOMExxon Mobil$1,470,451$9,514 ▲0.7%12,3640.8%EnergyORCLOracle$1,460,776$238,662 ▲19.5%10,4480.8%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,245,8970.0%12,5950.7%FinanceVYMVanguard High Dividend Yield ETF$965,145$177,579 ▲22.5%7,4840.5%ETFRVNUXtrackers Municipal Infrastructure Revenue Bond Fund$937,837$96,106 ▲11.4%38,0770.5%ETFMLNVanEck Long Muni ETF$925,374$94,619 ▲11.4%53,2130.5%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$925,197$95,593 ▲11.5%20,5280.5%FinancePZAInvesco National AMT-Free Municipal Bond ETF$925,033$92,321 ▲11.1%40,1490.5%ETFAVGOBroadcom$895,751$48,555 ▲5.7%5,3500.5%Computer and TechnologyPWZInvesco California AMT-Free Municipal Bond ETF$888,866$93,778 ▲11.8%37,2690.5%ETFHWCHancock Whitney$552,127$4,878 ▲0.9%10,5270.3%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$547,9940.0%10,4340.3%ManufacturingXLGInvesco S&P 500 Top 50 ETF$502,5380.0%10,9200.3%ETFMUBiShares National Muni Bond ETF$454,7630.0%4,3130.3%ETFGE VERNOVA INC$432,582$249,109 ▼-36.5%1,4170.2%COMVUGVanguard Growth ETF$347,541$24,480 ▲7.6%9370.2%ETFMETAMeta Platforms$337,7470.0%5860.2%Computer and TechnologyJPMJPMorgan Chase & Co.$332,382$16,926 ▲5.4%1,3550.2%FinanceQQQInvesco QQQ$320,741$32,355 ▲11.2%6840.2%FinanceAMZNAmazon.com$317,9240.0%1,6710.2%Retail/WholesaleVYMIVanguard International High Dividend Yield ETF$295,4230.0%4,0090.2%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$280,5450.0%13,5660.2%ETFHDHome Depot$268,271$7,330 ▼-2.7%7320.1%Retail/WholesaleGOOGAlphabet$242,0000.0%1,5490.1%Computer and TechnologySHYGiShares 0-5 Year High Yield Corporate Bond ETF$228,4170.0%5,3720.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$0$422,642 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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