Top 50 Focus Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FMAY | FIRST TR EXCHNG TRADED FD VI | 12.39% | 480.3K | $25.4M | -3.27%(-16.25K) | $39.33(+41.03%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 7.58% | 210.5K | $15.5M | -3.42%(-7.46K) | $84.79(-13.62%) | 2026-03-31 | |
| IVV | ISHARES TR | 6.23% | 19.5K | $12.7M | -6.70%(-1.40K) | $367.54(+97.80%) | 2026-03-31 | |
| NAPR | INNOVATOR ETFS TRUST | 5.91% | 221.4K | $12.1M | -4.31%(-9.97K) | $42.31(+37.81%) | 2026-03-31 | |
| DIA | STATE STR SPDR DOW JONES IND | 5.47% | 24.2K | $11.2M | -4.08%(-1.03K) | $360.46(+36.76%) | 2026-03-31 | |
| ITM | VANECK ETF TRUST | 4.14% | 182.5K | $8.5M | -2.23%(-4.17K) | $48.51(-3.80%) | 2026-03-31 | |
| XME | SPDR SERIES TRUST | 3.75% | 71.0K | $7.7M | -5.37%(-4.03K) | $44.23(+168.78%) | 2026-03-31 | |
| ITA | ISHARES TR | 3.64% | 34.0K | $7.4M | -4.20%(-1.49K) | $116.76(+84.46%) | 2026-03-31 | |
| FTLS | FIRST TR EXCH TRADED FD III | 3.05% | 88.8K | $6.2M | -5.08%(-4.75K) | $50.37(+46.67%) | 2026-03-31 | |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 2.89% | 167.5K | $5.9M | -4.85%(-8.53K) | $26.23(+46.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.96% | +40.36% |
| Top 20 Holdings Unweighted | +12.43% | +42.10% |
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