Mark Frugoni

@Focus Wealth Advisors, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$188.505M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GEVGe Vernova Inc Recent Activity Decreased -15.06%	0.39%	$734,501 2,233 shares@ $328.94 avg price	Decreased -15.06%
GOOGAlphabet Inc Recent Activity Decreased -1.27%	0.16%	$294,992 1,549 shares@ $190.45 avg price	Decreased -1.27%
HDHome Depot Inc Recent Activity Decreased -0.66%	0.16%	$292,520 752 shares@ $388.99 avg price	Decreased -0.66%