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Mark Frugoni

@Focus Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$188.505MTotal holdings57
Assets growth rate-5.98%Assets growth rate (2-Q avg)-1.53%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Focus Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 57 positions.

Assets under management

The assets under management (AUM) of Focus Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 188.505M in assets, with a quarterly growth rate of -5.98% and a 2-quarter average growth rate of -1.53%. The portfolio is managed by Mark Frugoni, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
XLFSelect Sector Spdr Tr
Recent Activity
New Position
1.93%
$3.62M
74,912 shares@ $48.34 avg price
HYGIshares Tr
Recent Activity
New Position
1.02%
$1.913M
24,329 shares@ $78.66 avg price
WFCWells Fargo Co New
Recent Activity
New Position
0.84%
$1.567M
22,310 shares@ $70.24 avg price
ORCLOracle Corp
Recent Activity
New Position
0.78%
$1.457M
8,741 shares@ $166.64 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
New Position
0.23%
$422,642
8,334 shares@ $50.72 avg price