Portfolio (Quarterly)
Guide ↗
FOCUS Wealth Advisors, LLC
· CIK 0001845643| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NAPR | INNOVATOR ETFS TRUST | — | 231,397 | $12.4M | 5.78% | SOLD |
| 2 | BUFQ | FIRST TR EXCHNG TRADED FD VI | — | 176,023 | $6.3M | 2.94% | SOLD |
| 3 | ITB | ISHARES TR | — | 54,886 | $5.3M | 2.46% | SOLD |
| 4 | XLF | SELECT SECTOR SPDR TR | — | 86,486 | $4.7M | 2.20% | SOLD |
| 5 | WMT | WALMART INC | Consumer Defensive | 24,687 | $2.8M | 1.28% | SOLD |
| 6 | CRM | SALESFORCE INC | Technology | 9,088 | $2.4M | 1.12% | SOLD |
| 7 | WFC | WELLS FARGO CO NEW | Financial Services | 25,720 | $2.4M | 1.11% | SOLD |
Sector Allocation
Financial Services
45.8%
Technology
34.1%
Industrials
12.3%
Energy
3.2%
Utilities
2.2%
Consumer Cyclical
1.9%
Communication Services
0.5%