Instuitional Investor - Focused Wealth Management, Inc
Fund Profile
Filing Period:
| Fund Name: | Focused Wealth Management, Inc |
| Portfolio Value | $964,234,841 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 1,502,441 | $147,103,983 | 15.26% | |
| 2. | Vanguard Index Fds - VALUE ETF | 696,791 | $136,710,405 | 14.18% | |
| 3. | Invesco Qqq Tr | 186,155 | $107,444,836 | 11.14% | |
| 4. | Vanguard Scottsdale Funds | 579,931 | $47,989,270 | 4.98% | |
| 5. | Vanguard Whitehall Funds | 212,958 | $31,539,133 | 3.27% |