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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
FXZFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$3.879M
57,865 shares@ $67.04 avg price
MCDMcdonalds Corp
Recent Activity
Exited
0%
$2.178M
7,153 shares@ $304.51 avg price
DOWDow Inc
Recent Activity
Exited
0%
$1.898M
34,752 shares@ $54.63 avg price
FLOTIshares Tr
Recent Activity
Exited
0%
$1.867M
36,588 shares@ $51.05 avg price
ADBEAdobe Inc
Recent Activity
Exited
0%
$1.847M
3,567 shares@ $517.78 avg price
MRKMerck & Co Inc
Recent Activity
Exited
0%
$1.832M
16,132 shares@ $113.57 avg price
ICSHIshares Tr
Recent Activity
Exited
0%
$362,131
7,137 shares@ $50.74 avg price
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$230,145
10,897 shares@ $21.13 avg price