Instuitional Investor - Focused Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Focused Wealth Management, Inc |
| Portfolio Value | $957,209,508 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 1,460,801 | $155,867,422 | 16.28% | |
| 2. | Vanguard Index Fds - VALUE ETF | 680,890 | $130,043,252 | 13.59% | |
| 3. | Invesco Qqq Tr | 180,062 | $110,613,720 | 11.56% | |
| 4. | Vanguard Scottsdale Funds | 547,148 | $45,823,633 | 4.79% | |
| 5. | Vanguard Whitehall Funds | 212,334 | $30,474,106 | 3.18% |