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Home > Institutional Investor > Focused Wealth Management, Inc > 13F Holdings

Instuitional Investor - Focused Wealth Management, Inc

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%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)