Instuitional Investor - Focused Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Focused Wealth Management, Inc |
| Portfolio Value | $740,882,424 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 1,439,216 | $126,507,094 | 17.07% | |
| 2. | Vanguard Index Fds - VALUE ETF | 603,370 | $102,150,460 | 13.78% | |
| 3. | Invesco Qqq Tr | 137,628 | $70,359,308 | 9.49% | |
| 4. | Ishares Tr | 347,445 | $34,855,701 | 4.7% | |
| 5. | Vanguard Scottsdale Funds | 402,828 | $32,335,019 | 4.36% |
