Instuitional Investor - Focused Wealth Management, Inc
Fund Profile
Filing Period:
Fund Name: | Focused Wealth Management, Inc |
Portfolio Value | $608,263,268 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Series Trust | 1,351,128 | $87,904,397 | 14.45% | |
2. | Vanguard Index Fds | 476,672 | $71,262,465 | 11.71% | |
3. | Invesco Qqq Tr | 114,151 | $46,747,165 | 7.68% | |
4. | Ishares Tr | 291,036 | $29,182,163 | 4.79% | |
5. | Vanguard Scottsdale Funds | 314,810 | $25,587,719 | 4.2% |