Portfolio (Quarterly)
Guide ↗
FOCUS Wealth Advisors, LLC
· CIK 0001845643| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PH | PARKER-HANNIFIN CORP | Industrials | 263.0 | $231K | 0.11% | NEW | — | $878.96 | +8.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
47.9%
Technology
32.9%
Industrials
7.3%
Consumer Defensive
4.9%
Energy
3.3%
Consumer Cyclical
1.9%
Utilities
1.3%
Communication Services
0.5%