$237 Million is the total value of Focused Wealth Management, Inc's 744 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 28.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BND | Sell | VANGUARD BD INDEX FD INCtotal bnd mrkt | $9,193,000 | -13.4% | 113,784 | -9.8% | 3.88% | -16.8% |
| GE | Sell | GENERAL ELECTRIC CO | $7,686,000 | +5.7% | 243,236 | -0.9% | 3.25% | +1.6% |
| BSV | Sell | VANGUARD BD INDEX FD INCshort trm bond | $5,838,000 | -11.3% | 73,482 | -9.7% | 2.46% | -14.7% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $4,387,000 | +17.7% | 73,925 | -2.1% | 1.85% | +13.1% |
| HYT | Sell | BLACKROCK CORPOR HI YLD FD I | $3,867,000 | -0.4% | 357,065 | -0.5% | 1.63% | -4.3% |
| C | Sell | CITIGROUP INC | $2,812,000 | +23.7% | 47,318 | -1.7% | 1.19% | +18.9% |
| FB | Sell | FACEBOOK INCcl a | $2,637,000 | -10.8% | 22,919 | -0.6% | 1.11% | -14.3% |
| XOM | Sell | EXXON MOBIL CORP | $2,501,000 | -3.1% | 27,714 | -6.3% | 1.06% | -7.0% |
| AIG | Sell | AMERICAN INTL GROUP INC | $2,084,000 | +8.9% | 31,909 | -1.0% | 0.88% | +4.6% |
| CSCO | Sell | CISCO SYS INC | $1,549,000 | -6.5% | 51,249 | -1.8% | 0.65% | -10.2% |
| EXG | Sell | EATON VANCE TAX MNGD GBL DV | $1,419,000 | -20.2% | 176,984 | -13.6% | 0.60% | -23.4% |
| CVX | Sell | CHEVRON CORP NEW | $1,347,000 | +13.5% | 11,447 | -0.7% | 0.57% | +9.0% |
| KKR | Sell | KKR & CO L P DEL | $1,236,000 | +4.0% | 80,324 | -3.6% | 0.52% | 0.0% |
| VGK | Sell | VANGUARD INTL EQUITY INDEX Fftse europe etf | $1,029,000 | -90.7% | 21,472 | -90.6% | 0.44% | -91.1% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,017,000 | -6.6% | 12,099 | -0.3% | 0.43% | -10.4% |
| DIA | Sell | SPDR DOW JONES INDL AVRG ETFut ser 1 | $1,011,000 | -1.5% | 5,120 | -8.8% | 0.43% | -5.3% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $949,000 | 0.0% | 4,220 | -3.3% | 0.40% | -3.8% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $900,000 | -17.2% | 10,251 | -0.2% | 0.38% | -20.5% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $766,000 | -1.8% | 6,290 | -1.9% | 0.32% | -5.8% |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $750,000 | +6.4% | 8,060 | -0.5% | 0.32% | +2.3% |
| RIG | Sell | TRANSOCEAN LTD | $674,000 | +21.7% | 45,716 | -12.0% | 0.28% | +17.3% |
| DSU | Sell | BLACKROCK DEBT STRAT FD INC | $675,000 | +16.2% | 59,519 | -62.6% | 0.28% | +11.8% |
| DOW | Sell | DOW CHEM CO | $663,000 | +9.0% | 11,587 | -1.2% | 0.28% | +4.9% |
| MAIN | Sell | MAIN STREET CAPITAL CORP | $656,000 | +5.1% | 17,832 | -1.8% | 0.28% | +1.1% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $589,000 | -2.0% | 11,039 | -4.5% | 0.25% | -5.7% |
| CRIS | Sell | CURIS INC | $577,000 | +17.3% | 187,250 | -0.6% | 0.24% | +13.0% |
| DIS | Sell | DISNEY WALT CO | $549,000 | +11.4% | 5,264 | -0.9% | 0.23% | +6.9% |
| HCN | Sell | HEALTH CARE REIT INC COM | $546,000 | -12.8% | 8,151 | -2.7% | 0.23% | -16.0% |
| KO | Sell | COCA COLA CO | $522,000 | -15.0% | 12,602 | -13.2% | 0.22% | -18.5% |
| CS | Sell | CREDIT SUISSE GROUPsponsored adr | $479,000 | -20.6% | 33,458 | -27.1% | 0.20% | -23.8% |
| QQQ | Sell | POWERSHARES QQQ TRUSTunit ser 1 | $430,000 | -3.6% | 3,631 | -3.4% | 0.18% | -7.1% |
| JPM | Sell | JPMORGAN CHASE & CO | $432,000 | -19.7% | 5,006 | -38.0% | 0.18% | -22.9% |
| USMV | Sell | ISHARES TRmin vol usa etf | $426,000 | -9.7% | 9,410 | -9.4% | 0.18% | -13.0% |
| DVY | Sell | ISHARES TRselect divid etf | $421,000 | -1.4% | 4,749 | -4.6% | 0.18% | -5.3% |
| SO | Sell | SOUTHERN CO | $422,000 | -40.4% | 8,585 | -37.8% | 0.18% | -42.8% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $400,000 | -9.9% | 3,364 | -20.6% | 0.17% | -13.3% |
| VIG | Sell | VANGUARD SPECIALIZED PORTFOLdiv app etf | $389,000 | +0.8% | 4,565 | -0.8% | 0.16% | -3.5% |
| EXC | Sell | EXELON CORP | $381,000 | +5.2% | 10,722 | -1.4% | 0.16% | +1.3% |
| VOD | Sell | VODAFONE GROUP PLC NEWspnsr adr | $371,000 | -18.3% | 15,200 | -2.3% | 0.16% | -21.5% |
| EPI | Sell | WISDOMTREE TRindia erngs fd | $364,000 | -81.1% | 18,034 | -79.8% | 0.15% | -81.9% |
| AWK | Sell | AMERICAN WTR WKS CO INC NEW | $315,000 | -36.9% | 4,354 | -34.7% | 0.13% | -39.3% |
| PFF | Sell | ISHARES TRu.s. pfd stk etf | $286,000 | -23.1% | 7,679 | -18.5% | 0.12% | -25.8% |
| DE | Sell | DEERE & CO | $282,000 | -39.9% | 2,733 | -50.3% | 0.12% | -42.2% |
| HPQ | Sell | HEWLETT PACKARD CO COM | $275,000 | -4.5% | 18,500 | -0.1% | 0.12% | -8.7% |
| ENOC | Sell | ENERNOC INC | $270,000 | +10.7% | 45,017 | -0.2% | 0.11% | +6.5% |
| CG | Sell | CARLYLE GROUP L P | $259,000 | -27.7% | 17,008 | -26.0% | 0.11% | -30.6% |
| AFG | Sell | AMERICAN FINL GROUP INC OHIO | $256,000 | +9.9% | 2,900 | -6.5% | 0.11% | +5.9% |
| FLR | Sell | FLUOR CORP NEW | $249,000 | -3.5% | 4,732 | -6.0% | 0.10% | -7.1% |
| ILMN | Sell | ILLUMINA INC | $246,000 | -45.2% | 1,923 | -22.2% | 0.10% | -47.2% |
| LEA | Sell | LEAR CORP | $232,000 | +3.1% | 1,755 | -5.4% | 0.10% | -1.0% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $227,000 | -8.5% | 2,855 | -7.3% | 0.10% | -11.9% |
| DBL | Sell | DOUBLELINE OPPORTUNISTIC CR | $226,000 | -50.0% | 9,787 | -44.4% | 0.10% | -52.3% |
| HIG | Sell | HARTFORD FINL SVCS GROUP INC | $217,000 | +4.3% | 4,550 | -6.2% | 0.09% | +1.1% |
| VOYA | Sell | VOYA FINL INC | $204,000 | +30.8% | 5,200 | -3.7% | 0.09% | +24.6% |
| GT | Sell | GOODYEAR TIRE & RUBR CO | $184,000 | -11.5% | 5,950 | -7.8% | 0.08% | -14.3% |
| NOC | Sell | NORTHROP GRUMMAN CORP | $175,000 | -4.4% | 754 | -11.7% | 0.07% | -7.5% |
| PBR | Sell | PETROLEO BRASILEIRO SA PETROsponsored adr | $175,000 | -24.9% | 17,289 | -30.8% | 0.07% | -27.5% |
| HYS | Sell | PIMCO ETF TR0-5 high yield | $172,000 | -15.3% | 1,719 | -15.6% | 0.07% | -18.0% |
| AKS | Sell | AK STL HLDG CORP | $163,000 | +91.8% | 16,000 | -8.6% | 0.07% | +86.5% |
| AMZN | Sell | AMAZON COM INC | $161,000 | -24.8% | 215 | -15.7% | 0.07% | -27.7% |
| AFL | Sell | AFLAC INC | $157,000 | -38.4% | 2,250 | -36.6% | 0.07% | -41.1% |
| UAL | Sell | UNITED CONTL HLDGS INC | $146,000 | +27.0% | 2,000 | -9.1% | 0.06% | +21.6% |
| WFC | Sell | WELLS FARGO & CO NEW | $135,000 | -18.2% | 2,448 | -34.4% | 0.06% | -21.9% |
| ABBV | Sell | ABBVIE INC | $113,000 | -12.4% | 1,799 | -12.1% | 0.05% | -15.8% |
| CLVS | Sell | CLOVIS ONCOLOGY INC | $98,000 | -44.0% | 2,215 | -54.5% | 0.04% | -46.8% |
| CLF | Sell | CLIFFS NAT RES INC | $95,000 | -13.6% | 11,300 | -39.9% | 0.04% | -16.7% |
| TSI | Sell | TCW STRATEGIC INCOME FUND IN | $92,000 | -8.0% | 17,292 | -8.7% | 0.04% | -11.4% |
| NVS | Sell | NOVARTIS A Gsponsored adr | $80,000 | -19.2% | 1,101 | -12.0% | 0.03% | -22.7% |
| BAB | Sell | POWERSHARES ETF TR IIbuild amer etf | $81,000 | -82.2% | 2,775 | -80.9% | 0.03% | -83.0% |
| VNQ | Sell | VANGUARD INDEX FDSreit etf | $78,000 | -7.1% | 950 | -1.5% | 0.03% | -10.8% |
| CVS | Sell | CVS HEALTH CORP | $66,000 | -15.4% | 831 | -5.7% | 0.03% | -17.6% |
| IMDZ | Sell | IMMUNE DESIGN CORP | $64,000 | -55.6% | 11,665 | -38.5% | 0.03% | -57.1% |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $61,000 | -6.2% | 702 | -6.3% | 0.03% | -10.3% |
| NYF | Sell | ISHARES TRnew york mun etf | $61,000 | -20.8% | 557 | -17.1% | 0.03% | -23.5% |
| COP | Sell | CONOCOPHILLIPS | $59,000 | -4.8% | 1,179 | -17.6% | 0.02% | -7.4% |
| NYMT | Sell | NEW YORK MTG TR INC | $55,000 | -57.0% | 8,271 | -61.1% | 0.02% | -58.9% |
| CCJ | Sell | CAMECO CORP | $49,000 | -3.9% | 4,700 | -21.7% | 0.02% | -4.5% |
| POT | Sell | POTASH CORP SASK INC | $44,000 | -17.0% | 2,420 | -24.9% | 0.02% | -17.4% |
| TSN | Sell | TYSON FOODS INCcl a | $45,000 | -77.9% | 729 | -73.3% | 0.02% | -78.9% |
| OEF | Sell | ISHARES TRs&p 100 etf | $41,000 | -21.2% | 417 | -22.3% | 0.02% | -26.1% |
| LCI | Sell | LANNET INC | $41,000 | -31.7% | 1,850 | -17.8% | 0.02% | -34.6% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $36,000 | -16.3% | 343 | -17.5% | 0.02% | -21.1% |
| IWD | Sell | ISHARES TRrus 1000 val etf | $34,000 | -15.0% | 300 | -21.5% | 0.01% | -22.2% |
| GNL | Sell | GLOBAL NET LEASE INC | $34,000 | -12.8% | 4,350 | -9.4% | 0.01% | -17.6% |
| VOO | Sell | VANGUARD INDEX FDS | $33,000 | -37.7% | 158 | -40.4% | 0.01% | -39.1% |
| RSP | Sell | RYDEX ETF TRUSTgug s&p500 eq wt | $30,000 | -9.1% | 347 | -12.4% | 0.01% | -13.3% |
| SBUX | Sell | STARBUCKS CORP | $29,000 | -90.5% | 516 | -90.9% | 0.01% | -91.0% |
| SYY | Sell | SYSCO CORP | $26,000 | -81.6% | 468 | -83.7% | 0.01% | -82.3% |
| CMI | Sell | CUMMINS INC | $27,000 | -92.2% | 200 | -92.6% | 0.01% | -92.8% |
| KHC | Sell | KRAFT HEINZ CO | $27,000 | -82.6% | 313 | -81.9% | 0.01% | -83.8% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $24,000 | -20.0% | 545 | -17.9% | 0.01% | -23.1% |
| IWS | Sell | ISHARES TRrus mdcp val etf | $21,000 | 0.0% | 256 | -7.6% | 0.01% | 0.0% |
| IWP | Sell | ISHARES TRrus md cp gr etf | $20,000 | -9.1% | 208 | -7.6% | 0.01% | -20.0% |
| NVDA | Sell | NVIDIA CORP | $18,000 | -91.3% | 164 | -94.5% | 0.01% | -91.2% |
| ACN | Sell | ACCENTURE PLC IRELAND | $19,000 | -20.8% | 159 | -20.5% | 0.01% | -27.3% |
| SLV | Sell | ISHARES SILVER TRUSTishares | $17,000 | -65.3% | 1,100 | -59.2% | 0.01% | -68.2% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $16,000 | -42.9% | 463 | -38.9% | 0.01% | -41.7% |
| SDRL | Sell | SEADRILL LIMITED | $15,000 | +36.4% | 4,400 | -8.0% | 0.01% | +20.0% |
| VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $14,000 | -99.5% | 400 | -99.5% | 0.01% | -99.6% |
| EMR | Sell | EMERSON ELEC CO | $11,000 | -95.7% | 203 | -95.7% | 0.01% | -95.6% |
| PAA | Sell | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $13,000 | 0.0% | 404 | -0.2% | 0.01% | -16.7% |
| LKQ | Sell | LKQ CORP | $12,000 | -40.0% | 390 | -31.0% | 0.01% | -44.4% |
| BIDU | Sell | BAIDU INCspon adr rep a | $13,000 | -23.5% | 80 | -16.7% | 0.01% | -28.6% |
| BAX | Sell | BAXTER INTL INC | $13,000 | -94.9% | 292 | -94.5% | 0.01% | -95.5% |
| KEY | Sell | KEYCORP NEW | $9,000 | -30.8% | 511 | -50.8% | 0.00% | -33.3% |
| EWM | Sell | ISHARESmsci malaysi etf | $5,000 | -16.7% | 175 | -75.0% | 0.00% | -33.3% |
| NRF | Sell | NORTHSTAR RLTY FIN CORP COM NEWnew | $5,000 | -91.7% | 305 | -93.3% | 0.00% | -92.3% |
| TMV | Sell | DIREXION SHS ETF TR20yr tres bear | $5,000 | -50.0% | 200 | -67.7% | 0.00% | -50.0% |
| ORBC | Sell | ORBCOMM INC | $4,000 | -50.0% | 500 | -33.3% | 0.00% | -50.0% |
| FEYE | Sell | FIREEYE INC | $4,000 | -78.9% | 375 | -71.0% | 0.00% | -75.0% |
| SHPG | Sell | SHIRE PLCsponsored adr | $5,000 | -37.5% | 30 | -28.6% | 0.00% | -50.0% |
| PJT | Sell | PJT PARTNERS INC | $3,000 | -88.9% | 81 | -91.9% | 0.00% | -91.7% |
| CYTR | Sell | CYTRX CORP | $3,000 | -70.0% | 8,800 | -49.1% | 0.00% | -75.0% |
| EWS | Sell | ISHARESmsci singap etf | $2,000 | -66.7% | 117 | -80.0% | 0.00% | -66.7% |
| HEDJ | Sell | WISDOMTREE TReurope hedged eq | $2,000 | -80.0% | 29 | -84.2% | 0.00% | -75.0% |
| XEL | Sell | XCEL ENERGY INC | $2,000 | -98.6% | 50 | -98.6% | 0.00% | -98.4% |
| Sell | NEURODERM LTD | $1,000 | 0.0% | 32 | -57.3% | 0.00% | – | |
| XLRE | Sell | SELECT SECTOR SPDR TRrl est sel sec | $0 | -100.0% | 4 | -100.0% | 0.00% | -100.0% |
| LINEQ | Sell | LINN ENERGY LLC UNIT LTD LIABiab | $0 | – | 600 | -87.8% | 0.00% | – |
| P103PS | Exit | AMPLIPHI BIOSCIENCES CORP COM NEWnew | $0 | – | -1 | -100.0% | 0.00% | – |
| ETAK | Exit | ELEPHANT TALK COMM CORP | $0 | – | -22 | -100.0% | 0.00% | – |
| VPU | Sell | VANGUARD WORLD FDSutilities etf | $1,000 | -50.0% | 8 | -60.0% | 0.00% | -100.0% |
| CSIQ | Exit | CANADIAN SOLAR INC | $0 | – | -100 | -100.0% | 0.00% | – |
| APHB | Sell | AMPLIPHI BIOSCIENCES CORP | $0 | -100.0% | 1 | -99.9% | 0.00% | -100.0% |
| AA | Sell | ALCOA INC | $1,000 | -66.7% | 29 | -89.2% | 0.00% | -100.0% |
| NRG | Exit | NRG ENERGY INC | $0 | – | -48 | -100.0% | 0.00% | – |
| STEM | Exit | STEMCELLS INC COM NEWnew | $0 | – | -34 | -100.0% | 0.00% | – |
| SDOCQ | Exit | * SANDRIDGE ENERGY INC COM | $0 | – | -1,115 | -100.0% | 0.00% | – |
| HPE | Exit | HEWLETT PACKARD ENTERPRISE C | $0 | – | -26 | -100.0% | 0.00% | – |
| IWO | Exit | ISHARES TRrus 2000 grw etf | $0 | – | -5 | -100.0% | 0.00% | – |
| LXRX | Exit | * LEXICON PHARMACEUTICALS INC COM | $0 | – | -7 | -100.0% | 0.00% | – |
| SDS | Exit | PROSHARES TR | $0 | – | -8 | -100.0% | 0.00% | – |
| UNG | Exit | UNITED STATES NATL GAS FUNDunit par $0.001 | $0 | – | -62 | -100.0% | 0.00% | – |
| CEQP | Exit | * CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNERner | $0 | – | -1 | -100.0% | 0.00% | – |
| NVAX | Exit | NOVAVAX INC | $0 | – | -1,000 | -100.0% | -0.00% | – |
| PLD | Exit | PROLOGIS INC | $0 | – | -45 | -100.0% | -0.00% | – |
| EXAS | Exit | EXACT SCIENCES CORP | $0 | – | -175 | -100.0% | -0.00% | – |
| TLN | Exit | TALEN ENERGY CORP | $0 | – | -119 | -100.0% | -0.00% | – |
| ALXN | Exit | ALEXION PHARMACEUTICALS INC | $0 | – | -40 | -100.0% | -0.00% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -10 | -100.0% | -0.00% | – |
| IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -118 | -100.0% | -0.00% | – |
| CHI | Exit | CALAMOS CONV OPP AND INC FDsh ben int | $0 | – | -500 | -100.0% | -0.00% | – |
| PKI | Exit | PERKINELMER INC | $0 | – | -100 | -100.0% | -0.00% | – |
| DXJ | Exit | WISDOMTREE TRjapn hedge eqt | $0 | – | -136 | -100.0% | -0.00% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -119 | -100.0% | -0.00% | – |
| ACHC | Exit | ACADIA HEALTHCARE COMPANY IN | $0 | – | -200 | -100.0% | -0.00% | – |
| MPLX | Exit | MPLX LP | $0 | – | -289 | -100.0% | -0.00% | – |
| TAN | Exit | CLAYMORE EXCHANGE TRD FD TRguggenheim solar | $0 | – | -380 | -100.0% | -0.00% | – |
| DBEF | Exit | DBX ETF TRxtrak msci eafe | $0 | – | -296 | -100.0% | -0.00% | – |
| DOFSQ | Exit | DIAMOND OFFSHORE DRILLING IN | $0 | – | -623 | -100.0% | -0.01% | – |
| AAPRB | Exit | ALCOA INC | $0 | – | -550 | -100.0% | -0.01% | – |
| DGAZ | Exit | CREDIT SUISSE NASSAU BRHvs 3xlngnatgas | $0 | – | -3,000 | -100.0% | -0.01% | – |
| INDA | Exit | ISHARES TRmsci india etf | $0 | – | -974 | -100.0% | -0.01% | – |
| VNM | Exit | MARKET VECTORS ETF TR VIETNAM ETFetf | $0 | – | -2,887 | -100.0% | -0.02% | – |
| JJGTF | Exit | BARCLAYS BANK PLCetn djubs grns37 | $0 | – | -1,540 | -100.0% | -0.02% | – |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -700 | -100.0% | -0.02% | – |
| CNNX | Exit | CONE MIDSTREAM PARTNERS LP | $0 | – | -3,200 | -100.0% | -0.02% | – |
| ARR | Exit | ARMOUR RESIDENTIAL REIT INC | $0 | – | -3,500 | -100.0% | -0.04% | – |
| STON | Exit | STONEMOR PARTNERS L P | $0 | – | -3,569 | -100.0% | -0.04% | – |
| UA | Exit | UNDER ARMOUR INCcl c | $0 | – | -3,398 | -100.0% | -0.05% | – |
| PPC | Exit | PILGRIMS PRIDE CORP NEW | $0 | – | -5,700 | -100.0% | -0.05% | – |
| DVYE | Exit | ISHARESem mkts div etf | $0 | – | -4,607 | -100.0% | -0.07% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -4,350 | -100.0% | -0.08% | – |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -906 | -100.0% | -0.09% | – |
| DTE | Exit | DTE ENERGY CO | $0 | – | -2,850 | -100.0% | -0.12% | – |
| AES | Exit | AES CORP | $0 | – | -22,450 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-14
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.