Instuitional Investor - Focused Wealth Management, Inc
Fund Profile
Filing Period:
Fund Name: | Focused Wealth Management, Inc |
Portfolio Value | $939,327,173 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Spdr Series Trust | 1,438,342 | $150,321,120 | 16% | |
2. | Vanguard Index Fds - VALUE ETF | 655,219 | $122,191,829 | 13.01% | |
3. | Invesco Qqq Tr | 176,686 | $106,076,685 | 11.29% | |
4. | Vanguard Scottsdale Funds | 495,624 | $41,686,902 | 4.44% | |
5. | VWO | 534,581 | $28,963,586 | 3.08% |