Focused Wealth Management
Latest statistics and disclosures from Focused Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, VTV, QQQ, VCIT, AAPL, and represent 48.12% of Focused Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VBIL (+$23M), BIL (+$6.0M), VTV (+$5.8M), AAPL, GPIX, VCIT, UNH, PFE, AMZN, BND.
- Started 22 new stock positions in GPIX, KLIC, SNOW, IWM, EOG, DDOG, DD, NTRS, EIX, SSYS. GSRT, PYPL, DAL, BTOG, CVNA, IGV, VBIL, SCHW, CMA, VEU, IVOL, TER.
- Reduced shares in these 10 stocks: BXMX, SPYG, BAC, VST, IBTF, INTC, MSTR, BABA, , .
- Sold out of its positions in DSU, CCJ, CLF, DE, FSLY, FSLR, FTNT, FCX, ISRG, IBTF. MSTR, QCOM, NOW, SOFI, TOST, VST, WMB, WYNN, YUM, NU.
- Focused Wealth Management was a net buyer of stock by $51M.
- Focused Wealth Management has $939M in assets under management (AUM), dropping by 13.75%.
- Central Index Key (CIK): 0001586052
Tip: Access up to 7 years of quarterly data
Positions held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Focused Wealth Management
Focused Wealth Management holds 187 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 16.0 | $150M | -2% | 1.4M | 104.51 |
|
| Vanguard Index Fds Value Etf (VTV) | 13.0 | $122M | +4% | 655k | 186.49 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 11.3 | $106M | 177k | 600.37 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 4.4 | $42M | +10% | 496k | 84.11 |
|
| Apple (AAPL) | 3.4 | $32M | +17% | 125k | 254.63 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.1 | $29M | +3% | 535k | 54.18 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 3.1 | $29M | 205k | 140.95 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.8 | $26M | +2% | 262k | 100.70 |
|
| Select Sector Spdr Tr Financial (XLF) | 2.7 | $25M | +2% | 468k | 53.87 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 2.5 | $23M | NEW | 309k | 75.61 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 2.2 | $21M | 230k | 89.57 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 1.5 | $14M | 35k | 402.42 |
|
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 1.4 | $14M | +79% | 148k | 91.75 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $14M | 71k | 189.70 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.4 | $13M | +5% | 52k | 254.28 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.3 | $13M | +9% | 169k | 74.37 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 1.3 | $12M | +10% | 264k | 45.67 |
|
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 1.3 | $12M | +8% | 718k | 16.60 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.2 | $11M | 15k | 746.65 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $11M | +3% | 45k | 243.10 |
|
| Tesla Motors (TSLA) | 1.1 | $11M | 24k | 444.71 |
|
|
| NVIDIA Corporation Call Option (NVDA) | 1.0 | $9.6M | +4% | 52k | 186.58 |
|
| Amazon (AMZN) | 1.0 | $9.0M | +14% | 41k | 219.57 |
|
| Meta Platforms Cl A Call Option (META) | 0.9 | $8.7M | +12% | 12k | 734.38 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.9 | $8.4M | 49k | 170.85 |
|
|
| Microsoft Corporation (MSFT) | 0.6 | $5.9M | -2% | 11k | 517.96 |
|
| Citigroup Com New (C) | 0.6 | $5.6M | +9% | 55k | 101.50 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $5.4M | +2% | 11k | 502.75 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.5 | $5.1M | +2% | 57k | 89.37 |
|
| Bank of America Corporation (BAC) | 0.5 | $5.1M | -30% | 99k | 51.59 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $5.1M | 89k | 57.10 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.5 | $5.0M | 551k | 9.10 |
|
|
| Goldman Sachs (GS) | 0.5 | $4.3M | +2% | 5.4k | 796.30 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.4 | $4.2M | NEW | 80k | 52.23 |
|
| Pfizer (PFE) | 0.4 | $4.1M | +46% | 159k | 25.48 |
|
| International Business Machines (IBM) | 0.4 | $4.0M | +6% | 14k | 282.17 |
|
| Starwood Property Trust (STWD) | 0.4 | $4.0M | 206k | 19.37 |
|
|
| Caterpillar (CAT) | 0.4 | $4.0M | +2% | 8.3k | 477.17 |
|
| Ge Aerospace Com New Call Option (GE) | 0.4 | $3.5M | +6% | 12k | 300.82 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $3.4M | 11k | 315.44 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.4 | $3.4M | +2% | 38k | 89.13 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.3 | $3.2M | -5% | 7.3k | 435.48 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $2.9M | +28% | 12k | 243.56 |
|
| Intel Corporation Call Option (INTC) | 0.3 | $2.8M | -21% | 85k | 33.55 |
|
| Wal-Mart Stores (WMT) | 0.3 | $2.7M | +5% | 27k | 103.06 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $2.7M | -3% | 24k | 112.75 |
|
| At&t (T) | 0.3 | $2.6M | +13% | 94k | 28.24 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $2.5M | +4% | 26k | 96.46 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.4M | +36% | 3.6k | 666.18 |
|
| 3M Company Call Option (MMM) | 0.2 | $2.3M | +81% | 15k | 155.18 |
|
| UnitedHealth (UNH) | 0.2 | $2.3M | +161% | 6.8k | 345.29 |
|
| Constellation Energy (CEG) | 0.2 | $2.2M | +3% | 6.7k | 329.05 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $2.0M | -2% | 11k | 182.42 |
|
| Altria (MO) | 0.2 | $2.0M | 30k | 66.06 |
|
|
| Abbvie (ABBV) | 0.2 | $2.0M | +6% | 8.4k | 231.54 |
|
| Kinder Morgan (KMI) | 0.2 | $1.8M | +3% | 64k | 28.31 |
|
| Ge Vernova (GEV) | 0.2 | $1.6M | +3% | 2.7k | 614.97 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.6M | +21% | 57k | 27.30 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.5M | -3% | 4.5k | 328.19 |
|
| Coreweave Com Cl A (CRWV) | 0.2 | $1.5M | -3% | 11k | 136.85 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $1.4M | 5.5k | 256.45 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.4M | 2.1k | 669.14 |
|
|
| Honeywell International (HON) | 0.1 | $1.4M | 6.6k | 210.50 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.3M | 11k | 120.72 |
|
|
| Walt Disney Company (DIS) | 0.1 | $1.3M | -8% | 11k | 114.50 |
|
| Nucor Corporation (NUE) | 0.1 | $1.3M | 9.5k | 135.42 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $1.3M | 6.9k | 185.42 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $1.2M | +8% | 21k | 57.52 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.2M | 2.5k | 479.70 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $1.2M | +5% | 4.2k | 281.21 |
|
| Blackrock N Y Mun Income Tru Sh Ben Int (BNY) | 0.1 | $1.1M | 113k | 10.12 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $1.1M | -3% | 4.2k | 259.61 |
|
| Royce Value Trust (RVT) | 0.1 | $1.0M | 64k | 16.13 |
|
|
| American Healthcare Reit Com Shs (AHR) | 0.1 | $1.0M | +2% | 24k | 42.01 |
|
| Nextera Energy (NEE) | 0.1 | $997k | +53% | 13k | 75.49 |
|
| Super Micro Computer Com New (SMCI) | 0.1 | $986k | -2% | 21k | 47.94 |
|
| Netflix (NFLX) | 0.1 | $947k | 790.00 | 1198.92 |
|
|
| Kimberly-Clark Corporation Call Option (KMB) | 0.1 | $930k | +88% | 7.5k | 124.34 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $849k | +10% | 1.4k | 612.17 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $807k | -24% | 5.4k | 148.61 |
|
| Applied Materials (AMAT) | 0.1 | $786k | -14% | 3.8k | 204.76 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $751k | +43% | 3.5k | 215.82 |
|
| Verizon Communications (VZ) | 0.1 | $718k | -3% | 16k | 43.95 |
|
| Cisco Systems (CSCO) | 0.1 | $684k | 10k | 68.42 |
|
|
| BlackRock MuniHoldings New York Insured (MHN) | 0.1 | $672k | -22% | 66k | 10.22 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $651k | -2% | 5.0k | 131.25 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $636k | NEW | 8.9k | 71.37 |
|
| Merck & Co (MRK) | 0.1 | $622k | 7.4k | 83.92 |
|
|
| Nuveen Equity Premium Income Fund (BXMX) | 0.1 | $608k | -87% | 42k | 14.44 |
|
| Carvana Cl A Call Option (CVNA) | 0.1 | $604k | NEW | 1.6k | 377.24 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $596k | 19k | 31.91 |
|
|
| Roku Com Cl A Call Option (ROKU) | 0.1 | $595k | +2% | 5.9k | 100.13 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $582k | +8% | 762.00 | 763.25 |
|
| Northern Trust Corporation Call Option (NTRS) | 0.1 | $579k | NEW | 4.3k | 134.60 |
|
| Visa Com Cl A (V) | 0.1 | $578k | +48% | 1.7k | 341.46 |
|
| Prothena Corp SHS (PRTA) | 0.1 | $558k | +77% | 57k | 9.76 |
|
| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.1 | $541k | 12k | 44.00 |
|
|
| Chevron Corporation Call Option (CVX) | 0.1 | $519k | +86% | 3.3k | 155.29 |
|
| Procter & Gamble Company (PG) | 0.1 | $505k | 3.3k | 153.67 |
|
|
| Kopin Corporation (KOPN) | 0.1 | $504k | +91% | 207k | 2.43 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $492k | +5% | 22k | 22.52 |
|
| Realty Income (O) | 0.1 | $484k | 8.0k | 60.79 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $478k | 1.3k | 374.25 |
|
|
| Home Depot (HD) | 0.0 | $469k | +4% | 1.2k | 405.36 |
|
| Union Pacific Corporation (UNP) | 0.0 | $467k | 2.0k | 236.41 |
|
|
| Philip Morris International (PM) | 0.0 | $463k | -2% | 2.9k | 162.19 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $453k | -17% | 9.1k | 49.83 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $452k | +3% | 20k | 22.95 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $445k | +94% | 3.6k | 123.74 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $443k | 1.3k | 332.79 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $433k | 1.2k | 356.58 |
|
|
| Kraneshares Trust Quadrtc Int Rt (IVOL) | 0.0 | $431k | NEW | 22k | 19.28 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $419k | -2% | 6.3k | 65.92 |
|
| Wells Fargo & Company (WFC) | 0.0 | $415k | +89% | 5.0k | 83.82 |
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $402k | -9% | 42k | 9.58 |
|
| Solitario Expl & Rty Corp (XPL) | 0.0 | $399k | 571k | 0.70 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $388k | -3% | 4.2k | 93.35 |
|
| Consolidated Edison (ED) | 0.0 | $376k | 3.7k | 100.52 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $375k | -61% | 2.1k | 178.73 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $369k | -2% | 2.7k | 139.16 |
|
| Pinterest Cl A (PINS) | 0.0 | $366k | -38% | 11k | 32.17 |
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $364k | 5.0k | 72.44 |
|
|
| C3 Ai Cl A (AI) | 0.0 | $348k | 20k | 17.34 |
|
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $345k | 6.8k | 50.90 |
|
|
| Comerica Incorporated Call Option (CMA) | 0.0 | $343k | NEW | 5.0k | 68.52 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $340k | 12k | 27.90 |
|
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.0 | $334k | 6.0k | 55.33 |
|
|
| Spdr Series Trust Bbg Conv Sec Etf (CWB) | 0.0 | $331k | -2% | 3.7k | 90.50 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $326k | +18% | 1.2k | 281.86 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $319k | 5.3k | 59.75 |
|
|
| American Water Works (AWK) | 0.0 | $316k | 2.3k | 139.21 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $314k | -17% | 3.9k | 79.94 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $302k | +4% | 849.00 | 355.57 |
|
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.0 | $301k | -5% | 3.7k | 80.65 |
|
| Advanced Micro Devices (AMD) | 0.0 | $299k | -26% | 1.8k | 161.79 |
|
| Nuveen Build Amer Bd (NBB) | 0.0 | $297k | 18k | 16.22 |
|
|
| Snowflake Com Shs Call Option (SNOW) | 0.0 | $287k | NEW | 1.3k | 225.55 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $286k | -4% | 3.9k | 72.77 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $285k | -33% | 2.0k | 143.18 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $285k | -6% | 845.00 | 337.49 |
|
| Teradyne (TER) | 0.0 | $285k | NEW | 2.1k | 137.64 |
|
| Dupont De Nemours Call Option (DD) | 0.0 | $283k | NEW | 3.6k | 77.90 |
|
| Pepsi (PEP) | 0.0 | $271k | 1.9k | 140.47 |
|
|
| Travelers Companies (TRV) | 0.0 | $269k | 962.00 | 279.30 |
|
|
| Datadog Cl A Com Call Option (DDOG) | 0.0 | $263k | NEW | 1.9k | 142.40 |
|
| Stryker Corporation (SYK) | 0.0 | $261k | 707.00 | 369.42 |
|
|
| Gsr Iii Acquisition Corp Cl A (GSRT) | 0.0 | $259k | NEW | 25k | 10.36 |
|
| McDonald's Corporation (MCD) | 0.0 | $258k | -47% | 848.00 | 303.76 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $255k | -21% | 1.2k | 214.59 |
|
| Oneok (OKE) | 0.0 | $251k | +4% | 3.4k | 72.96 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $249k | -3% | 532.00 | 468.81 |
|
| Lowe's Companies (LOW) | 0.0 | $248k | 988.00 | 251.25 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $247k | NEW | 1.0k | 241.96 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $245k | 2.3k | 106.50 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $242k | 1.4k | 178.10 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $242k | 8.3k | 29.11 |
|
|
| Charles Schwab Corporation Put Option (SCHW) | 0.0 | $241k | NEW | 2.5k | 95.47 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $241k | -2% | 5.0k | 48.33 |
|
| Cigna Corp (CI) | 0.0 | $240k | 834.00 | 288.09 |
|
|
| salesforce (CRM) | 0.0 | $240k | +4% | 1.0k | 237.06 |
|
| Uber Technologies (UBER) | 0.0 | $235k | -27% | 2.4k | 97.97 |
|
| Main Street Capital Corporation (MAIN) | 0.0 | $230k | -18% | 3.6k | 63.59 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $230k | +2% | 3.1k | 75.10 |
|
| Wp Carey (WPC) | 0.0 | $230k | 3.4k | 67.56 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $219k | -14% | 3.4k | 65.25 |
|
| Paypal Holdings Call Option (PYPL) | 0.0 | $218k | NEW | 3.3k | 67.06 |
|
| Chewy Cl A (CHWY) | 0.0 | $211k | -14% | 5.2k | 40.45 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $209k | NEW | 1.8k | 115.02 |
|
| NBT Ban (NBTB) | 0.0 | $209k | 5.0k | 41.76 |
|
|
| Kulicke and Soffa Industries (KLIC) | 0.0 | $206k | NEW | 5.1k | 40.64 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $203k | -39% | 437.00 | 464.21 |
|
| Edison International (EIX) | 0.0 | $202k | NEW | 3.7k | 55.27 |
|
| EOG Resources Call Option (EOG) | 0.0 | $202k | NEW | 1.8k | 112.12 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $201k | NEW | 3.5k | 56.74 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $200k | -33% | 4.1k | 49.01 |
|
| Purecycle Technologies (PCT) | 0.0 | $184k | -26% | 14k | 13.15 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $173k | -2% | 12k | 14.25 |
|
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $170k | -6% | 11k | 15.90 |
|
| Golub Capital BDC (GBDC) | 0.0 | $159k | +2% | 12k | 13.69 |
|
| Ford Motor Company (F) | 0.0 | $157k | 13k | 11.96 |
|
|
| Stratasys SHS Put Option (SSYS) | 0.0 | $140k | NEW | 13k | 11.20 |
|
| Curis (CRIS) | 0.0 | $132k | +33% | 79k | 1.66 |
|
| Rhinebeck Bancorp (RBKB) | 0.0 | $114k | 10k | 11.36 |
|
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $109k | 12k | 9.50 |
|
|
| Sono Tek (SOTK) | 0.0 | $59k | 13k | 4.43 |
|
|
| Bit Origin Ord Shs Cl A (BTOG) | 0.0 | $4.4k | NEW | 11k | 0.38 |
|
| Safety Shot Com New (SHOT) | 0.0 | $3.7k | -48% | 14k | 0.27 |
|
Past Filings by Focused Wealth Management
SEC 13F filings are viewable for Focused Wealth Management going back to 2013
- Focused Wealth Management 2025 Q3 filed Oct. 10, 2025
- Focused Wealth Management 2025 Q2 filed July 15, 2025
- Focused Wealth Management 2025 Q1 filed May 1, 2025
- Focused Wealth Management 2024 Q4 filed Jan. 28, 2025
- Focused Wealth Management 2024 Q3 filed Oct. 30, 2024
- Focused Wealth Management 2024 Q2 filed July 30, 2024
- Focused Wealth Management 2024 Q1 filed May 8, 2024
- Focused Wealth Management 2023 Q4 filed Jan. 10, 2024
- Focused Wealth Management 2023 Q3 filed Nov. 1, 2023
- Focused Wealth Management 2023 Q2 filed Aug. 8, 2023
- Focused Wealth Management 2023 Q1 filed April 13, 2023
- Focused Wealth Management 2022 Q4 filed Jan. 13, 2023
- Focused Wealth Management 2022 Q3 filed Oct. 20, 2022
- Focused Wealth Management 2022 Q2 filed Aug. 4, 2022
- Focused Wealth Management 2022 Q1 filed April 29, 2022
- Focused Wealth Management 2021 Q4 filed Jan. 31, 2022