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Home > Institutional Investor > Focused Wealth Management, Inc > Profile

Instuitional Investor - Focused Wealth Management, Inc

Fund Profile
Filing Period:
Fund Name: Focused Wealth Management, Inc
Portfolio Value $1,173,919,353
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 1,555,985 $191,510,688 16.31%
2.
Vanguard Index Fds - MRNGSTR VAL ETF
 736,988 $159,248,303 13.57%
3.
Invesco Qqq Tr
 191,866 $141,936,564 12.09%
4.
Vanguard Scottsdale Funds
 VCIT 708,824 $55,507,995 4.73%
5.
Apple Inc.
 AAPL 114,313 $38,068,619 3.24%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.