FOCUS Wealth Advisors, LLC
Top Portfolio Positions
24 positions ·
$52,263,875 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
24,166 | $11,193,449 | 21.42% | |
| STEL |
Stellar Bancorp, Inc.
Financial Services
|
151,926 | $5,562,010 | 10.64% | |
| NVDA |
Nvidia Corp
Technology
|
23,758 | $4,143,395 | 7.93% | |
| AAPL |
Apple Inc.
Technology
|
14,659 | $3,720,307 | 7.12% | |
| GE |
General Electric Co
Industrials
|
11,886 | $3,372,890 | 6.45% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
23,640 | $2,937,979 | 5.62% | |
| AXP |
American Express Co
Financial Services
|
8,942 | $2,704,776 | 5.18% | |
| XOM |
Exxon Mobil Corp
Energy
|
15,279 | $2,592,235 | 4.96% | |
| MSFT |
Microsoft Corp
Technology
|
6,477 | $2,397,591 | 4.59% | |
| V |
Visa Inc.
Financial Services
|
7,327 | $2,214,512 | 4.24% |
Portfolio Trend
22 quarters · across all stocks
Holdings in PROP
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $284,200 | 140,000 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $236,600 | 140,000 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $277,900 | 140,000 | Shares | Sole | 2025-10-07 | |
| No 13F history on record for this holder in this stock. | ||||||