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Focused Wealth Management, Inc

13F
Focused Wealth Management, Inc
Last update 2025-05-01 197 Stocks (20 new)
Value $740.00 Mil Turnover 4 %
Countries:
Focused Wealth Management, Inc... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPYG
SPDR Portfolio S&P 500 Growth ETF
1,472,387
118,335.7
+2.30%
16.000
+0.36%
0.380
+24.65%
+9.61%
38,088.9
 
VTV
Vanguard Value ETF
627,807
108,447.5
+4.05%
14.660
+0.57%
0.080
+8.26%
+7.31%
131,767.6
 
QQQ
INVESCO QQQ Trust
141,450
66,328.5
+2.78%
8.970
+0.24%
0.020
+23.56%
+9.08%
357,232.3
 
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
429,011
35,075.9
+6.50%
4.740
+0.29%
0.070
+1.71%
+5.10%
52,150.7
 
SGOV
iShares 0-3 Month Treasury Bond ETF
305,927
30,797.7
-11.95%
4.160
-0.56%
0.070
+1.08%
+2.17%
49,722.2
 
VYM
Vanguard High Dividend Yield Indx ETF
Vanguard High Dividend Yield Indx ETF
206,076
26,575.5
+0.14%
3.590
0%
0.040
+10.16%
+7.86%
58,243.4
 
AAPL
Apple Inc
105,892
23,521.9
+0.86%
3.180
+0.03%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
VWO
Vanguard FTSE Emerging Markets ETF
503,304
22,779.5
+4.24%
3.080
+0.13%
0.030
+12.40%
+14.02%
83,003.4
 
XLF
Financial Select Sector SPDR
451,336
22,481.0
+2.15%
3.040
+0.06%
0.050
+11.92%
+10.83%
50,620.9
 
BND
Vanguard Total Bond Market ETF
290,225
21,317.0
+6.06%
2.880
+0.16%
0.020
+0.05%
+3.60%
126,370.7
 

Focused Wealth Management, Inc's Historical Top Holdings Breakdowns

Focused Wealth Management, Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.57%
167.73 ($174.39) 179.21
$179.63
3.00%
Add 4.05%
627,807
24,437
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.56%
100.34 ($100.51) 100.68
$100.42
-0.09%
Reduce -11.95%
305,927
-41,518
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Add
Add
+0.36%
80.05 ($87.3) 92.39
$96.07
10.05%
Add 2.3%
1,472,387
33,171
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.29%
79.17 ($80.9) 82.04
$82.44
1.90%
Add 6.5%
429,011
26,183
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.24%
468.34 ($508.07) 539.52
$556.22
9.48%
Add 2.78%
141,450
3,822
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.18%
106.98 ($126.74) 149.43
$159.34
25.72%
Add 55.57%
33,740
12,052
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Add
Add
+0.16%
91.45 ($91.59) 91.75
$91.50
-0.10%
Add 7.76%
177,754
12,800
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+0.16%
71.17 ($72.57) 73.66
$73.08
0.70%
Add 6.06%
290,225
16,587
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Add
Add
+0.13%
42.5 ($45.01) 46.71
$50.02
11.13%
Add 4.24%
503,304
20,491
GOOGL
Alphabet Inc
2025-03-31
Add
Add
+0.11%
154.33 ($181.36) 206.38
$179.53
-1.01%
Add 15.66%
39,466
5,345

Focused Wealth Management, Inc Total Holding History ($B)

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Focused Wealth Management, Inc's Asset Allocation

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Focused Wealth Management, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Focused Wealth Management, Inc's Hypothetical Growth since 2025-03-31

Focused Wealth Management, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Focused Wealth Management, Inc's Holdings Heat Map

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