Instuitional Investor - Focused Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Focused Wealth Management, Inc |
| Portfolio Value | $739,764,994 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 1,472,387 | $118,335,717 | 16% | |
| 2. | Vanguard Index Fds - VALUE ETF | 627,807 | $108,447,459 | 14.66% | |
| 3. | Invesco Qqq Tr | 141,450 | $66,328,515 | 8.97% | |
| 4. | Vanguard Scottsdale Funds | 429,011 | $35,075,913 | 4.74% | |
| 5. | Ishares Tr | 305,927 | $30,797,654 | 4.16% |
