FOCUS Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Houston, TX
CIK
0001845643
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 56 158,076 IVV, FMAY, BND, NAPR 13F-HR 1/11/2024 000108514624000209
Q3 2023 62 144,156 IVV, FMAY, BND, NAPR 13F-HR 10/19/2023 000108514623003832
Q2 2023 55 147,853 IVV, FMAY, BND, NAPR 13F-HR 7/14/2023 000108514623002707
Q1 2023 63 152,267 IVV, BND, ONEQ, STEL 13F-HR 4/10/2023 000108514623001593
Q4 2022 48 144,621 IVV, BND, STEL, ONEQ 13F-HR 1/23/2023 000108514623000304
Q3 2022 47 141,179 IVV, BND, ALLEGIANCE BANCSHARES INC, ONEQ 13F-HR 10/13/2022 000108514622003364
Q2 2022 43 145,975 IVV, BND, ONEQ, RSP 13F-HR 7/11/2022 000108514622002326
Q1 2022 44 167,839 IVV, ONEQ, BND, RSP 13F-HR 4/14/2022 000108514622001403
Q4 2021 41 167,118 IVV, ONEQ, BND, RSP 13F-HR 1/25/2022 000108514622000313
Q3 2021 40 147,617 IVV, ONEQ, BND, RSP 13F-HR 10/7/2021 000108514621002684
Q2 2021 40 143,580 IVV, BND, ONEQ, RSP 13F-HR 7/13/2021 000108514621001957
Q1 2021 36 135,796 IVV, BND, ONEQ, QQQ 13F-HR 4/14/2021 000108514621001186
Q4 2020 35 129,545 IVV, BND, ONEQ, QQQ 13F-HR 2/26/2021 000108514621001055