FOCUS Wealth Advisors, LLC

CIK

1845643

City

HOUSTON

State / Country

TX

Stock

STEL — Stellar Bancorp, Inc.

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 STEL

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,562,010	151,926	0.0%	Shares	Sole	2026-04-08
2025-12-31	$4,700,590	151,926	-11.1%	Shares	Sole	2026-01-09
2025-09-30	$5,184,984	170,896	-12.8%	Shares	Sole	2025-10-07
2025-06-30	$5,480,946	195,888	0.0%	Shares	Sole	2025-07-09
2025-03-31	$5,418,262	195,888	0.0%	Shares	Sole	2025-05-08
2024-12-31	$5,553,424	195,888	-18.5%	Shares	Sole	2025-01-16
2024-09-30	$6,224,240	240,411	+22.7%	Shares	Sole	2024-10-10
2024-06-30	$4,497,588	195,888	0.0%	Shares	Sole	2024-07-23
2024-03-31	$4,771,831	195,888	0.0%	Shares	Sole	2024-04-11
2023-12-31	$5,453,521	195,888	0.0%	Shares	Sole	2024-01-11
2023-09-30	$4,176,332	195,888	-23.3%	Shares	Sole	2023-10-19
2023-06-30	$5,846,357	255,411	-0.4%	Shares	Sole	2023-07-14
2023-03-31	$6,310,274	256,411	0.0%	Shares	Sole	2023-04-11
2022-12-31	$7,553,868	256,411	—	Shares	Sole	2023-01-24
No 13F history on record for this holder in this stock.