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 49.74% of Focused Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VTV, VCIT, SPYG, QQQ, AMZN, AVGO, VWO, BND, JMBS, MORT.
- Started 24 new stock positions in MORT, NKE, TE, WYNN, ABVX, ONDS, ISRG, COST, TGT, EOSE. SNDK, RTX, QCOM, FCX, OXY, TSM, BMY, SLV, FSLR, PRU, NULG, BE, AVGO, AMZU.
- Reduced shares in these 10 stocks: VBIL (-$23M), SGOV, SPY, META, VEU, CVNA, NTRS, STWD, IVOL, Comerica Incorporated.
- Sold out of its positions in CVNA, CHWY, COIN, CL, Comerica Incorporated, DDOG, DD, EOG, IGV, IWM. SHOT, IVOL, NTRS, PYPL, SCHW, SNOW, TTD, VEU, GSRT, SSYS.
- Focused Wealth Management was a net buyer of stock by $1.6M.
- Focused Wealth Management has $957M in assets under management (AUM), dropping by 1.90%.
- 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 191 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYG) | 16.3 | $156M | 1.5M | 106.70 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 13.6 | $130M | +3% | 681k | 190.99 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 11.6 | $111M | 180k | 614.31 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 4.8 | $46M | +10% | 547k | 83.75 |
|
| Apple Call Option (AAPL) | 3.5 | $34M | 124k | 271.86 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 3.2 | $31M | +3% | 212k | 143.52 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.1 | $30M | +4% | 560k | 53.76 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 2.8 | $26M | +2% | 481k | 54.77 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.3 | $22M | -18% | 215k | 100.38 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 2.2 | $21M | 231k | 91.45 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 1.5 | $14M | 35k | 412.76 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.5 | $14M | +4% | 54k | 257.95 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.5 | $14M | +10% | 187k | 74.07 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $14M | 44k | 313.00 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $14M | 72k | 191.56 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 1.4 | $13M | 147k | 91.38 |
|
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 1.4 | $13M | +10% | 292k | 45.69 |
|
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 1.3 | $13M | +8% | 776k | 16.32 |
|
| Amazon Call Option (AMZN) | 1.2 | $12M | +20% | 50k | 230.82 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.2 | $11M | 15k | 753.78 |
|
|
| Tesla Motors (TSLA) | 1.1 | $11M | +2% | 24k | 449.71 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $9.7M | 52k | 186.50 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.8 | $7.8M | +2% | 51k | 154.14 |
|
| Meta Platforms Cl A (META) | 0.7 | $7.1M | -9% | 11k | 660.12 |
|
| Citigroup Com New Call Option (C) | 0.7 | $6.5M | 56k | 116.69 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.6 | $5.8M | +10% | 607k | 9.53 |
|
| Microsoft Corporation (MSFT) | 0.6 | $5.7M | +3% | 12k | 483.63 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $5.7M | +11% | 99k | 57.24 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.6 | $5.4M | +2% | 59k | 92.30 |
|
| Bank of America Corporation (BAC) | 0.6 | $5.4M | 99k | 55.00 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $5.2M | -3% | 10k | 502.66 |
|
| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.5 | $4.8M | +14% | 92k | 52.80 |
|
| Caterpillar (CAT) | 0.5 | $4.8M | 8.3k | 572.86 |
|
|
| Goldman Sachs (GS) | 0.5 | $4.7M | 5.4k | 879.02 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $4.5M | +28% | 14k | 322.21 |
|
| International Business Machines (IBM) | 0.4 | $4.2M | 14k | 296.21 |
|
|
| Alphabet Cap Stk Cl C Call Option (GOOG) | 0.4 | $4.0M | +6% | 13k | 313.80 |
|
| Pfizer Call Option (PFE) | 0.4 | $4.0M | 159k | 24.90 |
|
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.4 | $3.7M | +6% | 40k | 91.40 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.4 | $3.6M | +9% | 8.1k | 444.62 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $3.4M | +34% | 35k | 96.16 |
|
| Ge Aerospace Com New (GE) | 0.4 | $3.4M | -4% | 11k | 308.03 |
|
| Intel Corporation Call Option (INTC) | 0.3 | $3.2M | 86k | 36.90 |
|
|
| Starwood Property Trust (STWD) | 0.3 | $3.2M | -15% | 175k | 18.01 |
|
| Wal-Mart Stores (WMT) | 0.3 | $3.0M | +2% | 27k | 111.41 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $2.9M | 24k | 120.34 |
|
|
| Constellation Energy (CEG) | 0.3 | $2.6M | +7% | 7.2k | 353.28 |
|
| 3M Company (MMM) | 0.3 | $2.4M | 15k | 160.10 |
|
|
| At&t (T) | 0.2 | $2.3M | 93k | 24.84 |
|
|
| UnitedHealth (UNH) | 0.2 | $2.3M | +2% | 6.9k | 330.11 |
|
| Abbvie (ABBV) | 0.2 | $2.0M | 8.6k | 228.48 |
|
|
| Broadcom (AVGO) | 0.2 | $1.9M | NEW | 5.6k | 346.12 |
|
| Altria (MO) | 0.2 | $1.9M | +10% | 34k | 57.66 |
|
| Kinder Morgan (KMI) | 0.2 | $1.9M | +7% | 69k | 27.49 |
|
| Ge Vernova (GEV) | 0.2 | $1.8M | +3% | 2.7k | 653.66 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.7M | -11% | 9.8k | 177.75 |
|
| Nucor Corporation (NUE) | 0.2 | $1.5M | -2% | 9.3k | 163.10 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.5M | -3% | 4.3k | 335.30 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.4M | 7.0k | 206.94 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $1.4M | 5.5k | 250.30 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.4M | -5% | 2.0k | 684.86 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $1.3M | +8% | 23k | 58.12 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.3M | -16% | 48k | 27.43 |
|
| Walt Disney Company (DIS) | 0.1 | $1.3M | 11k | 113.77 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.3M | -6% | 10k | 123.27 |
|
| Honeywell International (HON) | 0.1 | $1.3M | 6.5k | 195.08 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $1.2M | 4.1k | 287.84 |
|
|
| Blackrock N Y Mun Income Tru Sh Ben Int (BNY) | 0.1 | $1.2M | 115k | 10.14 |
|
|
| Royce Value Trust (RVT) | 0.1 | $1.2M | +12% | 72k | 16.10 |
|
| Vaneck Etf Trust Mortgage Reit (MORT) | 0.1 | $1.2M | NEW | 110k | 10.51 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.1M | -6% | 2.3k | 487.95 |
|
| American Healthcare Reit Com Shs (AHR) | 0.1 | $1.1M | -3% | 24k | 47.06 |
|
| Nextera Energy Call Option (NEE) | 0.1 | $1.0M | 13k | 80.28 |
|
|
| Prothena Corp SHS (PRTA) | 0.1 | $1.0M | +88% | 108k | 9.55 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.0M | +16% | 1.6k | 627.31 |
|
| Applied Materials (AMAT) | 0.1 | $988k | 3.8k | 257.01 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $895k | +2% | 5.6k | 160.97 |
|
| Verizon Communications (VZ) | 0.1 | $854k | +28% | 21k | 40.73 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $848k | -65% | 1.2k | 682.01 |
|
| Oracle Corporation (ORCL) | 0.1 | $808k | 4.1k | 194.93 |
|
|
| Cisco Systems (CSCO) | 0.1 | $803k | +4% | 10k | 77.03 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $795k | -3% | 739.00 | 1075.26 |
|
| Wynn Resorts (WYNN) | 0.1 | $770k | NEW | 6.4k | 120.33 |
|
| Kimberly-Clark Corporation Call Option (KMB) | 0.1 | $755k | 7.5k | 100.89 |
|
|
| Merck & Co (MRK) | 0.1 | $737k | -5% | 7.0k | 105.25 |
|
| Coreweave Com Cl A (CRWV) | 0.1 | $732k | -4% | 10k | 71.61 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $718k | +8% | 5.4k | 133.48 |
|
| Netflix (NFLX) | 0.1 | $672k | +807% | 7.2k | 93.76 |
|
| BlackRock MuniHoldings New York Insured (MHN) | 0.1 | $664k | 65k | 10.23 |
|
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.1 | $642k | -97% | 8.5k | 75.43 |
|
| Direxion Shs Etf Tr Direxion 2x Shar (AMZU) | 0.1 | $620k | NEW | 18k | 34.95 |
|
| Nuveen Equity Premium Income Fund (BXMX) | 0.1 | $619k | 42k | 14.70 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $610k | 19k | 32.62 |
|
|
| Super Micro Computer Com New (SMCI) | 0.1 | $602k | 21k | 29.27 |
|
|
| Roku Com Cl A Call Option (ROKU) | 0.1 | $591k | -8% | 5.4k | 108.49 |
|
| Visa Com Cl A (V) | 0.1 | $587k | 1.7k | 350.79 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $531k | -30% | 2.4k | 219.76 |
|
| Spdr Series Trust State Street Spd (SPYD) | 0.1 | $509k | -4% | 12k | 43.25 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $507k | +3% | 23k | 22.47 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $506k | +23% | 3.3k | 154.78 |
|
| Kopin Corporation (KOPN) | 0.1 | $497k | +2% | 212k | 2.34 |
|
| Nike CL B (NKE) | 0.1 | $481k | NEW | 7.6k | 63.72 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $472k | +10% | 7.0k | 67.22 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $460k | 20k | 22.87 |
|
|
| Philip Morris International (PM) | 0.0 | $458k | 2.9k | 160.38 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $458k | 1.3k | 343.02 |
|
|
| Procter & Gamble Company (PG) | 0.0 | $458k | -2% | 3.2k | 143.30 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $456k | 9.2k | 49.59 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $450k | +6% | 3.8k | 117.21 |
|
| Realty Income (O) | 0.0 | $450k | 8.0k | 56.37 |
|
|
| Home Depot (HD) | 0.0 | $440k | +10% | 1.3k | 344.12 |
|
| Aon Shs Cl A (AON) | 0.0 | $437k | +2% | 1.2k | 352.88 |
|
| Solitario Expl & Rty Corp (XPL) | 0.0 | $426k | +7% | 611k | 0.70 |
|
| Union Pacific Corporation (UNP) | 0.0 | $419k | -8% | 1.8k | 231.29 |
|
| Wells Fargo & Company (WFC) | 0.0 | $416k | -9% | 4.5k | 93.19 |
|
| Eaton Corp SHS (ETN) | 0.0 | $407k | 1.3k | 318.51 |
|
|
| Teradyne (TER) | 0.0 | $392k | -2% | 2.0k | 193.56 |
|
| Consolidated Edison (ED) | 0.0 | $374k | 3.8k | 99.31 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $373k | 5.0k | 74.17 |
|
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $362k | +117% | 2.5k | 143.96 |
|
| Qualcomm (QCOM) | 0.0 | $349k | NEW | 2.0k | 171.01 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $348k | 12k | 28.48 |
|
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $348k | 6.8k | 51.12 |
|
|
| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $344k | 6.1k | 56.81 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $341k | -11% | 3.7k | 93.09 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $330k | +3% | 4.1k | 81.17 |
|
| Spdr Series Trust State Street Spd (CWB) | 0.0 | $325k | 3.6k | 89.19 |
|
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $316k | 42k | 7.52 |
|
|
| Chevron Corporation (CVX) | 0.0 | $314k | -38% | 2.1k | 152.40 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $308k | 5.3k | 57.49 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $299k | -24% | 1.4k | 214.16 |
|
| American Water Works (AWK) | 0.0 | $298k | 2.3k | 130.53 |
|
|
| Spdr Series Trust State Street Spd (SPTM) | 0.0 | $296k | -4% | 3.6k | 82.50 |
|
| Nuveen Build Amer Bd (NBB) | 0.0 | $291k | 18k | 15.80 |
|
|
| Travelers Companies (TRV) | 0.0 | $287k | +3% | 991.00 | 290.03 |
|
| Pepsi (PEP) | 0.0 | $287k | +3% | 2.0k | 143.49 |
|
| salesforce (CRM) | 0.0 | $283k | +5% | 1.1k | 264.89 |
|
| McDonald's Corporation (MCD) | 0.0 | $270k | +4% | 884.00 | 305.56 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $269k | -12% | 1.8k | 146.58 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $268k | -20% | 676.00 | 396.46 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $266k | 5.0k | 53.36 |
|
|
| Sandisk Corp (SNDK) | 0.0 | $260k | NEW | 1.1k | 237.38 |
|
| Pinterest Cl A (PINS) | 0.0 | $259k | -12% | 10k | 25.89 |
|
| Oneok (OKE) | 0.0 | $256k | 3.5k | 73.50 |
|
|
| Target Corporation Call Option (TGT) | 0.0 | $256k | NEW | 2.6k | 97.75 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $254k | NEW | 6.2k | 41.13 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $253k | 1.4k | 185.63 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $252k | 533.00 | 473.00 |
|
|
| Stryker Corporation (SYK) | 0.0 | $249k | 708.00 | 351.47 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $248k | 2.3k | 107.09 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $247k | 8.3k | 29.61 |
|
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $245k | 3.5k | 69.39 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $240k | -4% | 2.9k | 82.02 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $237k | NEW | 418.00 | 566.36 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $234k | NEW | 4.6k | 50.79 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $234k | 1.2k | 197.15 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $232k | +2% | 2.1k | 113.10 |
|
| Cigna Corp (CI) | 0.0 | $231k | 838.00 | 275.19 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $230k | NEW | 267.00 | 862.78 |
|
| Bloom Energy Corp Com Cl A Call Option (BE) | 0.0 | $230k | NEW | 2.7k | 86.89 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $222k | 3.4k | 66.00 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $221k | NEW | 3.4k | 64.42 |
|
| Wp Carey (WPC) | 0.0 | $221k | 3.4k | 64.35 |
|
|
| Edison International (EIX) | 0.0 | $220k | 3.7k | 60.01 |
|
|
| Main Street Capital Corporation (MAIN) | 0.0 | $219k | 3.6k | 60.38 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $219k | NEW | 4.1k | 53.95 |
|
| Lowe's Companies (LOW) | 0.0 | $217k | -9% | 899.00 | 241.18 |
|
| Abivax Sa Sponsored Ads (ABVX) | 0.0 | $216k | NEW | 1.6k | 134.85 |
|
| Uber Technologies Call Option (UBER) | 0.0 | $215k | +9% | 2.6k | 81.71 |
|
| Kulicke and Soffa Industries (KLIC) | 0.0 | $214k | -7% | 4.7k | 45.56 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $214k | NEW | 704.00 | 303.93 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $213k | NEW | 1.2k | 183.36 |
|
| First Solar Call Option (FSLR) | 0.0 | $213k | NEW | 816.00 | 261.23 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $211k | 438.00 | 481.06 |
|
|
| NBT Ban (NBTB) | 0.0 | $209k | 5.0k | 41.52 |
|
|
| Prudential Financial (PRU) | 0.0 | $208k | NEW | 1.8k | 112.88 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $204k | NEW | 2.1k | 97.80 |
|
| Ondas Hldgs Com New (ONDS) | 0.0 | $183k | NEW | 19k | 9.76 |
|
| T1 Energy Com New (TE) | 0.0 | $180k | NEW | 27k | 6.68 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $177k | 12k | 14.36 |
|
|
| Ford Motor Company (F) | 0.0 | $175k | 13k | 13.12 |
|
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $169k | NEW | 15k | 11.46 |
|
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $166k | 11k | 15.34 |
|
|
| Golub Capital BDC (GBDC) | 0.0 | $162k | +2% | 12k | 13.57 |
|
| C3 Ai Cl A (AI) | 0.0 | $135k | -49% | 10k | 13.48 |
|
| Purecycle Technologies (PCT) | 0.0 | $129k | +7% | 15k | 8.59 |
|
| Rhinebeck Bancorp (RBKB) | 0.0 | $120k | 10k | 12.02 |
|
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $103k | 12k | 8.90 |
|
|
| Curis (CRIS) | 0.0 | $59k | -24% | 60k | 0.99 |
|
| Sono Tek (SOTK) | 0.0 | $55k | 13k | 4.13 |
|
|
| Bit Origin Ord Shs Cl A (BTOG) | 0.0 | $2.0k | 11k | 0.17 |
|
Past Filings by Focused Wealth Management
SEC 13F filings are viewable for Focused Wealth Management going back to 2013
- Focused Wealth Management 2025 Q4 filed Jan. 29, 2026
- 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