Instuitional Investor - Focused Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Focused Wealth Management, Inc |
| Portfolio Value | $825,812,867 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 1,472,114 | $140,321,930 | 16.99% | |
| 2. | Vanguard Index Fds - VALUE ETF | 624,174 | $110,316,579 | 13.36% | |
| 3. | Invesco Qqq Tr | 173,785 | $95,866,530 | 11.61% | |
| 4. | Vanguard Scottsdale Funds | 450,547 | $37,359,381 | 4.52% | |
| 5. | Vanguard Whitehall Funds | 206,715 | $27,557,194 | 3.34% |
