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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
 1,472,114 $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%
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)