$105 Million is the total value of Focused Wealth Management, Inc's 635 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2013 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-06
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD WHITEHALL FDS INC | 41 | Q3 2023 | 11.0% |
VANGUARD INDEX FDS | 41 | Q3 2023 | 13.5% |
VANGUARD WORLD FDS | 41 | Q3 2023 | 4.4% |
VANGUARD BD INDEX FDS | 41 | Q3 2023 | 9.5% |
PIMCO ETF TR | 41 | Q3 2023 | 5.5% |
VANGUARD INDEX FDS | 41 | Q3 2023 | 4.3% |
VANGUARD INTL EQUITY INDEX F | 41 | Q3 2023 | 9.0% |
SELECT SECTOR SPDR TR | 41 | Q3 2023 | 2.8% |
VANGUARD WORLD FDS | 41 | Q3 2023 | 3.5% |
ISHARES TR | 41 | Q3 2023 | 5.9% |
View Focused Wealth Management, Inc's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-08 |
13F-HR | 2024-01-10 |
13F-HR | 2023-11-01 |
13F-HR | 2023-08-08 |
13F-HR | 2023-04-13 |
13F-HR | 2023-01-13 |
13F-HR | 2022-10-20 |
13F-HR | 2022-08-04 |
13F-HR | 2022-04-29 |
13F-HR | 2022-01-31 |
View Focused Wealth Management, Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.