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, SGOV, VCIT, and represent 44.67% of Focused Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: COST (+$7.2M), QQQ (+$6.7M), CRM, IUSG, NDAQ, WAB, VTV, ABAT, DIS, VCIT.
- Started 56 new stock positions in COST, F, SNOW, ONEQ, PAAS, VEA, JEPQ, WAB, SOFI, HITI.
- Reduced shares in these 10 stocks: BIL (-$5.4M), AAPL, SGOV, GE, MPC, BAC, AMD, NET, IBM, NKE.
- Sold out of its positions in ARKK, ABR, BL, CHK, NET, COIN, COP, STZ, CPNG, DDOG.
- Focused Wealth Management was a net buyer of stock by $30M.
- Focused Wealth Management has $769M in assets under management (AUM), dropping by 9.87%.
- Central Index Key (CIK): 0001586052
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Portfolio Holdings for Focused Wealth Management
Focused Wealth Management holds 213 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 15.4 | $118M | 1.4M | 82.94 |
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| Vanguard Index Fds Value Etf (VTV) | 11.9 | $92M | +2% | 525k | 174.57 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 8.5 | $66M | +11% | 134k | 488.07 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 4.8 | $37M | -5% | 365k | 100.72 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 4.1 | $31M | +5% | 373k | 83.75 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 3.4 | $26M | 205k | 128.20 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.2 | $25M | +5% | 330k | 75.11 |
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| Apple Call Option (AAPL) | 3.2 | $25M | -11% | 105k | 233.00 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.8 | $22M | +2% | 457k | 47.85 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 2.7 | $21M | 237k | 88.28 |
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| Select Sector Spdr Tr Financial (XLF) | 2.6 | $20M | 437k | 45.32 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.9 | $14M | -27% | 156k | 91.81 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.7 | $13M | 73k | 179.16 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.5 | $12M | +2% | 77k | 154.02 |
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| Vanguard World Mega Grwth Ind (MGK) | 1.5 | $12M | 37k | 321.95 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.4 | $11M | +2% | 44k | 237.21 |
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| Blackrock Tax Municpal Bd Tr SHS (BBN) | 1.3 | $10M | +2% | 579k | 17.82 |
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| Vanguard World Inf Tech Etf (VGT) | 1.2 | $9.5M | 16k | 586.52 |
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| Blackstone Group Inc Com Cl A (BX) | 1.0 | $7.5M | 49k | 153.13 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.0 | $7.5M | +4% | 28k | 267.37 |
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| Costco Wholesale Corporation (COST) | 0.9 | $7.2M | NEW | 8.1k | 889.07 |
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| Meta Platforms Cl A (META) | 0.8 | $6.5M | 11k | 572.42 |
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| Amazon (AMZN) | 0.8 | $6.0M | 32k | 186.33 |
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| Tesla Motors (TSLA) | 0.8 | $5.8M | -8% | 22k | 261.63 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $5.6M | 34k | 165.85 |
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| Bank of America Corporation (BAC) | 0.7 | $5.5M | -23% | 139k | 39.68 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $4.8M | 11k | 460.27 |
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| Microsoft Corporation (MSFT) | 0.6 | $4.4M | +8% | 10k | 430.28 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $4.4M | 74k | 59.51 |
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| salesforce Call Option (CRM) | 0.6 | $4.4M | +747% | 16k | 273.71 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.5 | $4.1M | 468k | 8.72 |
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| Walt Disney Company (DIS) | 0.5 | $4.0M | +82% | 41k | 96.19 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 0.5 | $3.8M | NEW | 502.00 | 7633.35 |
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| Nuveen Equity Premium Income Fund (BXMX) | 0.5 | $3.8M | 278k | 13.72 |
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| Wabtec Corporation (WAB) | 0.5 | $3.5M | NEW | 468.00 | 7577.09 |
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| Nasdaq Omx (NDAQ) | 0.5 | $3.5M | NEW | 473.00 | 7497.00 |
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| Starwood Property Trust (STWD) | 0.4 | $3.3M | +2% | 160k | 20.38 |
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| Pfizer (PFE) | 0.4 | $3.0M | 105k | 28.94 |
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| Caterpillar (CAT) | 0.4 | $3.0M | 7.7k | 391.13 |
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| NVIDIA Corporation (NVDA) | 0.4 | $2.9M | +6% | 24k | 121.44 |
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| Citigroup Com New (C) | 0.4 | $2.9M | +4% | 47k | 62.60 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $2.8M | -3% | 24k | 117.22 |
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| International Business Machines (IBM) | 0.3 | $2.5M | -26% | 11k | 221.08 |
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| Goldman Sachs (GS) | 0.3 | $2.4M | 4.8k | 495.15 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $2.1M | -16% | 10k | 210.85 |
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| Ge Aerospace Com New (GE) | 0.3 | $2.0M | -50% | 11k | 188.58 |
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| Honeywell International Put Option (HON) | 0.3 | $2.0M | +45% | 9.6k | 206.71 |
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| American Battery Technology Com New (ABAT) | 0.3 | $1.9M | NEW | 507.00 | 3794.48 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.9M | 24k | 80.75 |
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| Abbvie Call Option (ABBV) | 0.2 | $1.8M | +48% | 9.2k | 197.48 |
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| Intel Corporation (INTC) | 0.2 | $1.8M | +34% | 75k | 23.46 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.6M | 10k | 162.06 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.6M | -2% | 5.5k | 283.15 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.4M | +6% | 8.6k | 167.20 |
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| Nucor Corporation (NUE) | 0.2 | $1.4M | -17% | 9.6k | 150.33 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $1.4M | 5.1k | 282.20 |
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| At&t (T) | 0.2 | $1.4M | 64k | 22.00 |
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| Altria (MO) | 0.2 | $1.4M | 28k | 51.04 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $1.3M | +33% | 14k | 98.12 |
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| Blackrock N Y Mun Income Tru Sh Ben Int (BNY) | 0.2 | $1.3M | 119k | 11.00 |
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| Kinder Morgan (KMI) | 0.2 | $1.3M | 58k | 22.09 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.3M | 2.2k | 576.91 |
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| Kimco Realty Corporation (KIM) | 0.2 | $1.2M | NEW | 498.00 | 2481.20 |
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| Owens Corning Put Option (OC) | 0.2 | $1.2M | NEW | 7.0k | 176.52 |
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| Wells Fargo & Company Call Option (WFC) | 0.2 | $1.2M | NEW | 21k | 56.49 |
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| Applied Materials (AMAT) | 0.2 | $1.2M | -2% | 5.7k | 202.07 |
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| 3M Company (MMM) | 0.1 | $1.1M | 8.4k | 136.70 |
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| Organon & Co Common Stock (OGN) | 0.1 | $1.1M | NEW | 509.00 | 2219.65 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $1.1M | 5.3k | 202.74 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.1M | 11k | 95.75 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $977k | 2.5k | 383.95 |
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| BlackRock MuniHoldings New York Insured (MHN) | 0.1 | $902k | 81k | 11.16 |
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| Super Micro Computer (SMCI) | 0.1 | $871k | 2.1k | 416.40 |
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| Royce Value Trust (RVT) | 0.1 | $843k | 54k | 15.70 |
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| Merck & Co (MRK) | 0.1 | $839k | 7.4k | 113.56 |
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| Nextera Energy (NEE) | 0.1 | $788k | 9.3k | 84.53 |
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| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.1 | $764k | 33k | 23.42 |
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| Oracle Corporation (ORCL) | 0.1 | $674k | 4.0k | 170.40 |
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| Ge Vernova (GEV) | 0.1 | $673k | 2.6k | 254.98 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $661k | 4.6k | 142.29 |
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| Pinterest Cl A (PINS) | 0.1 | $646k | -4% | 20k | 32.37 |
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| Verizon Communications (VZ) | 0.1 | $645k | 14k | 44.91 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $635k | 5.3k | 119.07 |
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $632k | -5% | 14k | 45.65 |
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| Eli Lilly & Co. (LLY) | 0.1 | $622k | 702.00 | 886.29 |
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| American Healthcare Reit Com Shs (AHR) | 0.1 | $621k | NEW | 24k | 26.10 |
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| Deckers Outdoor Corporation (DECK) | 0.1 | $620k | NEW | 444.00 | 1396.69 |
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| Digitalocean Hldgs (DOCN) | 0.1 | $603k | +7% | 15k | 40.39 |
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| Chevron Corporation (CVX) | 0.1 | $598k | 4.1k | 147.31 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $592k | 444.00 | 1334.32 |
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| Medtronic SHS Call Option (MDT) | 0.1 | $592k | NEW | 6.6k | 90.03 |
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| Shopify Cl A (SHOP) | 0.1 | $583k | -9% | 7.3k | 80.14 |
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| Procter & Gamble Company (PG) | 0.1 | $567k | 3.3k | 173.21 |
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| Netflix (NFLX) | 0.1 | $560k | 790.00 | 709.27 |
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| Live Nation Entertainment Put Option (LYV) | 0.1 | $548k | NEW | 5.0k | 109.49 |
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| CSX Corporation (CSX) | 0.1 | $548k | NEW | 479.00 | 1142.90 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $528k | +4% | 4.8k | 109.65 |
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| Cisco Systems (CSCO) | 0.1 | $527k | -18% | 9.9k | 53.22 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $527k | 11k | 49.78 |
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| Realty Income (O) | 0.1 | $526k | 8.3k | 63.42 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $524k | 5.5k | 94.61 |
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| Innovative Industria A (IIPR) | 0.1 | $517k | -2% | 3.8k | 134.60 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $507k | 10k | 48.98 |
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| Ishares Tr Esg Scrnd S&p500 (XVV) | 0.1 | $504k | NEW | 481.00 | 1048.17 |
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| C3 Ai Cl A (AI) | 0.1 | $503k | 21k | 24.23 |
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| Colgate-Palmolive Company (CL) | 0.1 | $494k | 4.8k | 103.81 |
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| Union Pacific Corporation (UNP) | 0.1 | $482k | 2.0k | 246.45 |
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| Tapestry Put Option (TPR) | 0.1 | $470k | NEW | 10k | 46.98 |
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| High Tide Com New (HITI) | 0.1 | $470k | NEW | 500.00 | 939.60 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $469k | 2.4k | 198.08 |
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| Snowflake Cl A (SNOW) | 0.1 | $469k | NEW | 4.1k | 114.86 |
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| Boeing Company (BA) | 0.1 | $461k | NEW | 3.0k | 152.02 |
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| Under Armour CL C (UA) | 0.1 | $459k | NEW | 474.00 | 969.28 |
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| Roku Com Cl A (ROKU) | 0.1 | $438k | -29% | 5.9k | 74.66 |
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| Aon Shs Cl A (AON) | 0.1 | $428k | 1.2k | 345.99 |
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| Home Depot (HD) | 0.1 | $428k | +5% | 1.1k | 405.03 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $426k | -30% | 12k | 37.20 |
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| Eaton Corp SHS (ETN) | 0.1 | $424k | 1.3k | 331.44 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $421k | 734.00 | 574.01 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $416k | -4% | 3.8k | 109.91 |
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| M&T Bank Corporation (MTB) | 0.1 | $405k | 2.3k | 178.14 |
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| Consolidated Edison (ED) | 0.1 | $399k | 3.8k | 104.14 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $398k | NEW | 7.2k | 54.93 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $382k | 3.7k | 104.18 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $377k | -2% | 7.1k | 53.07 |
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| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.0 | $377k | +4% | 16k | 23.07 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $374k | 1.4k | 276.77 |
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| Pepsi (PEP) | 0.0 | $371k | -11% | 2.2k | 170.04 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $365k | NEW | 437.00 | 835.88 |
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| Hyatt Hotels Corp Com Cl A Put Option (H) | 0.0 | $365k | NEW | 2.4k | 152.20 |
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| Morgan Stanley Com New Call Option (MS) | 0.0 | $365k | -50% | 3.5k | 104.24 |
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| Philip Morris International (PM) | 0.0 | $355k | 2.9k | 121.40 |
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| Invesco Exchange Traded Fd T Ai And Next Gen (IGPT) | 0.0 | $354k | NEW | 462.00 | 767.13 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $354k | NEW | 4.9k | 71.59 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $349k | -7% | 7.0k | 49.92 |
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| UnitedHealth (UNH) | 0.0 | $337k | +9% | 577.00 | 584.38 |
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| Palo Alto Networks (PANW) | 0.0 | $333k | NEW | 975.00 | 341.80 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.0 | $329k | -5% | 6.2k | 52.86 |
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| American Water Works (AWK) | 0.0 | $328k | 2.2k | 146.22 |
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| Teradyne (TER) | 0.0 | $326k | 2.4k | 133.93 |
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| Progressive Corporation (PGR) | 0.0 | $326k | NEW | 511.00 | 637.53 |
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| Redfin Corp Call Option (RDFN) | 0.0 | $326k | NEW | 26k | 12.53 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $324k | -85% | 436.00 | 743.11 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.0 | $319k | -4% | 4.2k | 76.59 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $319k | 5.3k | 59.74 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $314k | NEW | 14k | 22.64 |
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| Visa Com Cl A (V) | 0.0 | $311k | +13% | 1.1k | 274.93 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.0 | $309k | 5.0k | 62.20 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $306k | -2% | 4.4k | 70.06 |
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| Nuveen Build Amer Bd (NBB) | 0.0 | $298k | 18k | 16.61 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $296k | 3.2k | 93.85 |
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| Oneok (OKE) | 0.0 | $292k | -4% | 3.2k | 91.14 |
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| Curis (CRIS) | 0.0 | $291k | +63% | 54k | 5.39 |
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| Schlumberger Com Stk (SLB) | 0.0 | $285k | NEW | 6.8k | 41.96 |
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| Cigna Corp (CI) | 0.0 | $280k | 808.00 | 346.48 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $280k | 661.00 | 423.38 |
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| Edison International (EIX) | 0.0 | $274k | 3.1k | 87.10 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $273k | NEW | 403.00 | 678.51 |
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| Gitlab Class A Com Call Option (GTLB) | 0.0 | $273k | NEW | 5.3k | 51.54 |
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| Block Cl A Call Option (SQ) | 0.0 | $271k | -20% | 4.0k | 67.13 |
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| Jfrog Ord Shs (FROG) | 0.0 | $267k | NEW | 9.2k | 29.04 |
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| Advanced Micro Devices (AMD) | 0.0 | $265k | -83% | 1.6k | 164.08 |
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| Solitario Expl & Rty Corp (XPL) | 0.0 | $260k | +19% | 371k | 0.70 |
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| Enbridge (ENB) | 0.0 | $259k | NEW | 497.00 | 520.11 |
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| Marvell Technology Put Option (MRVL) | 0.0 | $257k | -35% | 3.6k | 72.12 |
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| Stryker Corporation (SYK) | 0.0 | $253k | 701.00 | 361.24 |
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| Illumina (ILMN) | 0.0 | $252k | NEW | 485.00 | 518.97 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $249k | 2.3k | 108.63 |
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| Take-Two Interactive Software (TTWO) | 0.0 | $247k | NEW | 1.6k | 153.75 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $246k | NEW | 427.00 | 575.96 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $241k | -2% | 3.9k | 62.32 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $237k | -47% | 2.2k | 106.12 |
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| Bristol Myers Squibb (BMY) | 0.0 | $232k | NEW | 4.5k | 51.75 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $231k | 4.6k | 50.14 |
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| BorgWarner (BWA) | 0.0 | $231k | NEW | 456.00 | 506.11 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $229k | 941.00 | 243.12 |
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| Us Bancorp Del Com New (USB) | 0.0 | $227k | NEW | 5.0k | 45.73 |
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| First Tr Exchange Traded Indls Prod Dur (FXR) | 0.0 | $225k | NEW | 464.00 | 485.69 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $224k | 2.8k | 80.36 |
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| Ncino Put Option (NCNO) | 0.0 | $223k | NEW | 7.1k | 31.59 |
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| Dex Call Option (DXCM) | 0.0 | $222k | +52% | 3.3k | 67.04 |
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| Travelers Companies (TRV) | 0.0 | $222k | NEW | 947.00 | 234.03 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $221k | NEW | 500.00 | 442.26 |
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| NBT Ban (NBTB) | 0.0 | $217k | NEW | 4.9k | 44.23 |
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| Dxc Technology (DXC) | 0.0 | $209k | 10k | 20.75 |
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| Pan American Silver Corp Can (PAAS) | 0.0 | $209k | NEW | 10k | 20.87 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $207k | -5% | 3.4k | 60.41 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $207k | 552.00 | 375.10 |
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| SYSCO Corporation (SYY) | 0.0 | $206k | NEW | 475.00 | 434.02 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $205k | NEW | 485.00 | 422.35 |
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| Appian Corp Cl A Call Option (APPN) | 0.0 | $205k | NEW | 6.0k | 34.14 |
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| Constellation Energy (CEG) | 0.0 | $204k | NEW | 785.00 | 259.90 |
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| Wp Carey (WPC) | 0.0 | $204k | NEW | 3.3k | 62.31 |
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| Rh (RH) | 0.0 | $203k | -29% | 608.00 | 334.43 |
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| Anavex Life Sciences Corp Com New (AVXL) | 0.0 | $203k | NEW | 500.00 | 406.56 |
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| Hubspot (HUBS) | 0.0 | $203k | -51% | 381.00 | 531.60 |
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| Sofi Technologies (SOFI) | 0.0 | $198k | NEW | 25k | 7.86 |
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| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $195k | 14k | 13.80 |
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| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $191k | -4% | 13k | 14.65 |
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| Golub Capital BDC (GBDC) | 0.0 | $156k | +2% | 10k | 15.11 |
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| Blackrock Debt Strategies Com New (DSU) | 0.0 | $137k | 12k | 11.03 |
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| Fastly Cl A (FSLY) | 0.0 | $126k | 17k | 7.57 |
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| Purecycle Technologies (PCT) | 0.0 | $123k | -2% | 13k | 9.50 |
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| Archer Aviation Com Cl A (ACHR) | 0.0 | $121k | 40k | 3.03 |
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| Cion Invt Corp (CION) | 0.0 | $120k | NEW | 10k | 11.90 |
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| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $119k | 12k | 10.06 |
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| Ford Motor Company (F) | 0.0 | $113k | NEW | 11k | 10.56 |
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| Rhinebeck Bancorp (RBKB) | 0.0 | $93k | 10k | 9.25 |
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|
| Medical Properties Trust (MPW) | 0.0 | $86k | 15k | 5.85 |
|
|
| Sunopta (STKL) | 0.0 | $66k | -5% | 10k | 6.38 |
|
| Sono Tek (SOTK) | 0.0 | $50k | 12k | 4.03 |
|
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $46k | NEW | 16k | 2.97 |
|
| Purple Innovatio (PRPL) | 0.0 | $30k | 30k | 0.99 |
|
Past Filings by Focused Wealth Management
SEC 13F filings are viewable for Focused Wealth Management going back to 2013
- 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
- Focused Wealth Management 2021 Q3 filed Oct. 12, 2021
- Focused Wealth Management 2021 Q2 filed July 15, 2021
- Focused Wealth Management 2021 Q1 filed May 3, 2021
- Focused Wealth Management 2020 Q4 filed Feb. 3, 2021