Focused Wealth Management, Inc has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $746 Million distributed in 239 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $118M, Vanguard Value ETF with a value of $91.7M, Invesco Qqq Trust, Series 1 with a value of $65.5M, Ishares Trishares 0 3 Mnth Tre with a value of $36.7M, and Vanguard Intermediate Term Cor with a value of $31.2M.
Examining the 13F form we can see an increase of $47M in the current position value, from $699M to 746M.
Below you can find more details about Focused Wealth Management, Inc portfolio as well as his latest detailed transactions.
Portfolio value
$746 Million
ETFs: $559 Million
Financial Services: $51.7 Million
Technology: $49.9 Million
Communication Services: $22 Million
Consumer Cyclical: $13.7 Million
Consumer Defensive: $13.4 Million
Industrials: $11.1 Million
Healthcare: $10.6 Million
Other: $14.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
