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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
CRMSalesforce Inc
Recent Activity
Decreased -1.47%
1.44%
$2.704M
8,087 shares@ $334.34 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -31.63%
1.4%
$2.626M
4,875 shares@ $538.77 avg price
CWBSpdr Ser Tr
Recent Activity
Decreased -0.85%
1.32%
$2.485M
31,900 shares@ $77.9 avg price
VVisa Inc
Recent Activity
Decreased -0.26%
1.31%
$2.468M
7,808 shares@ $316.04 avg price
AGGIshares Tr
Recent Activity
Decreased -29.97%
0.65%
$1.22M
12,595 shares@ $96.91 avg price
RVNUDbx Etf Tr
Recent Activity
Decreased -4.96%
0.46%
$863,254
34,175 shares@ $25.26 avg price
MLNVaneck Etf Trust
Recent Activity
Decreased -4.76%
0.46%
$854,171
47,772 shares@ $17.89 avg price
PZAInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -4.93%
0.46%
$853,312
36,142 shares@ $23.61 avg price
TFISpdr Ser Tr
Recent Activity
Decreased -5.04%
0.45%
$839,747
18,407 shares@ $45.63 avg price
PWZInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -5.19%
0.44%
$823,423
33,337 shares@ $24.7 avg price