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, VYM, and represent 48.90% of Focused Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IGV (+$12M), EMXC (+$11M), NVDA (+$6.0M), QQQ, SPYG, MSFT, VTV, VCIT, MYN, GBDC.
- Started 34 new stock positions in RKLB, UPS, LIN, CRWD, DCO, TKO, BA, PANW, GLW, PLD.
- Reduced shares in these 10 stocks: BIL (-$12M), XLF (-$8.7M), SGOV, AAPL, INTC, PFE, , MORT, T, WYNN.
- Sold out of its positions in ABVX, BNY, MHN, BE, AI, DFUS, ETY, FSLR, TE, IBTG.
- Focused Wealth Management was a net buyer of stock by $40M.
- Focused Wealth Management has $964M in assets under management (AUM), dropping by 0.73%.
- Central Index Key (CIK): 0001586052
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Portfolio Holdings for Focused Wealth Management
Focused Wealth Management holds 200 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYG) | 15.3 | $147M | +2% | 1.5M | 97.91 |
|
| Vanguard Index Fds Value Etf (VTV) | 14.2 | $137M | +2% | 697k | 196.20 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 11.2 | $108M | +4% | 187k | 577.18 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 5.0 | $48M | +5% | 580k | 82.75 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 3.3 | $32M | 213k | 148.10 |
|
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.2 | $31M | +2% | 573k | 54.05 |
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| Apple Call Option (AAPL) | 3.0 | $29M | -7% | 116k | 253.79 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 2.1 | $21M | 233k | 88.46 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.9 | $19M | -13% | 187k | 100.66 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $15M | +7% | 58k | 261.92 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $15M | +66% | 87k | 174.40 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 1.6 | $15M | -36% | 306k | 49.37 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.5 | $15M | +5% | 198k | 73.64 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 1.4 | $14M | +5% | 309k | 45.18 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $14M | +9% | 49k | 287.56 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.4 | $14M | 72k | 191.92 |
|
|
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 1.4 | $13M | +4% | 812k | 16.17 |
|
| Vanguard World Mega Grwth Ind (MGK) | 1.3 | $13M | 34k | 367.44 |
|
|
| Ishares Tr Expanded Tech (IGV) | 1.3 | $12M | NEW | 152k | 80.05 |
|
| Amazon Call Option (AMZN) | 1.2 | $12M | +12% | 56k | 208.27 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.1 | $11M | NEW | 135k | 78.66 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.1 | $10M | 15k | 697.72 |
|
|
| Tesla Motors (TSLA) | 1.0 | $10M | +10% | 27k | 371.75 |
|
| Microsoft Corporation (MSFT) | 0.8 | $7.7M | +76% | 21k | 370.18 |
|
| Meta Platforms Cl A (META) | 0.7 | $7.2M | +16% | 13k | 572.15 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.7 | $6.4M | +9% | 56k | 114.99 |
|
| Citigroup Com New Call Option (C) | 0.6 | $6.0M | -5% | 53k | 113.41 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $5.6M | 98k | 56.68 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.6 | $5.5M | 59k | 93.74 |
|
|
| Caterpillar (CAT) | 0.6 | $5.3M | -9% | 7.5k | 708.46 |
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.5 | $5.2M | 599k | 8.66 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $5.1M | +2% | 11k | 479.21 |
|
| Goldman Sachs (GS) | 0.5 | $4.8M | +5% | 5.7k | 846.00 |
|
| Bank of America Corporation (BAC) | 0.5 | $4.6M | -4% | 95k | 48.75 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.5 | $4.6M | 91k | 50.04 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $4.6M | +11% | 16k | 294.17 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $4.2M | +3% | 25k | 169.66 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $3.9M | +15% | 41k | 95.44 |
|
| International Business Machines (IBM) | 0.4 | $3.6M | +6% | 15k | 242.40 |
|
| Wal-Mart Stores (WMT) | 0.4 | $3.6M | +5% | 29k | 124.28 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.4 | $3.4M | 41k | 84.91 |
|
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| Constellation Energy (CEG) | 0.4 | $3.4M | +69% | 12k | 279.24 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.3 | $3.3M | 8.1k | 407.69 |
|
|
| Pfizer (PFE) | 0.3 | $3.2M | -27% | 115k | 28.08 |
|
| Ge Aerospace Com New (GE) | 0.3 | $3.2M | 11k | 283.78 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $3.1M | -14% | 11k | 286.85 |
|
| Starwood Property Trust (STWD) | 0.3 | $2.7M | -10% | 157k | 17.22 |
|
| Kinder Morgan (KMI) | 0.2 | $2.4M | +2% | 71k | 33.53 |
|
| Ge Vernova (GEV) | 0.2 | $2.3M | -2% | 2.7k | 872.76 |
|
| Altria (MO) | 0.2 | $2.3M | 34k | 65.99 |
|
|
| UnitedHealth (UNH) | 0.2 | $2.2M | +18% | 8.2k | 270.60 |
|
| Abbvie (ABBV) | 0.2 | $2.0M | +9% | 9.4k | 217.50 |
|
| Prothena Corp SHS (PRTA) | 0.2 | $2.0M | +92% | 207k | 9.72 |
|
| Honeywell International (HON) | 0.2 | $2.0M | +33% | 8.7k | 226.04 |
|
| Broadcom (AVGO) | 0.2 | $1.9M | +8% | 6.1k | 309.50 |
|
| Palantir Technologies Cl A Call Option (PLTR) | 0.2 | $1.9M | +30% | 13k | 146.28 |
|
| Johnson & Johnson (JNJ) | 0.2 | $1.8M | +7% | 7.5k | 244.45 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.8M | +87% | 3.0k | 597.60 |
|
| BlackRock MuniYield New York Insured Fnd (MYN) | 0.2 | $1.8M | NEW | 185k | 9.60 |
|
| 3M Company Call Option (MMM) | 0.2 | $1.7M | -22% | 12k | 145.23 |
|
| Intel Corporation (INTC) | 0.2 | $1.7M | -55% | 38k | 44.13 |
|
| Golub Capital BDC (GBDC) | 0.2 | $1.7M | +1003% | 132k | 12.66 |
|
| At&t (T) | 0.2 | $1.6M | -40% | 56k | 28.99 |
|
| Nucor Corporation (NUE) | 0.2 | $1.5M | -3% | 8.9k | 169.10 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.5M | +119% | 1.6k | 919.57 |
|
| Boeing Company Call Option (BA) | 0.2 | $1.5M | NEW | 7.4k | 199.03 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $1.5M | 48k | 30.68 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.4M | 4.3k | 320.81 |
|
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $1.3M | -2% | 5.4k | 239.99 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.3M | 2.0k | 653.33 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $1.3M | 23k | 55.52 |
|
|
| Spdr Series Trust State Street Spd (BIL) | 0.1 | $1.3M | -90% | 14k | 91.64 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $1.3M | +372% | 1.3k | 996.76 |
|
| Royce Value Trust (RVT) | 0.1 | $1.2M | 72k | 16.60 |
|
|
| Applied Materials (AMAT) | 0.1 | $1.2M | -10% | 3.4k | 341.79 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.2M | 10k | 113.11 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $1.1M | +148% | 3.2k | 357.67 |
|
| Walt Disney Company (DIS) | 0.1 | $1.1M | 12k | 96.38 |
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| Visa Com Cl A (V) | 0.1 | $1.1M | +111% | 3.5k | 302.22 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $1.1M | -4% | 3.9k | 272.35 |
|
| American Healthcare Reit Com Shs (AHR) | 0.1 | $1.1M | -4% | 23k | 47.16 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.0M | 2.3k | 436.78 |
|
|
| Coreweave Com Cl A (CRWV) | 0.1 | $982k | +23% | 13k | 77.47 |
|
| Wells Fargo & Company (WFC) | 0.1 | $965k | +171% | 12k | 79.61 |
|
| Merck & Co (MRK) | 0.1 | $866k | +2% | 7.2k | 120.30 |
|
| Netflix (NFLX) | 0.1 | $836k | +21% | 8.7k | 96.15 |
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| Cisco Systems (CSCO) | 0.1 | $816k | 11k | 77.59 |
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|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $811k | 1.2k | 650.60 |
|
|
| Nextera Energy (NEE) | 0.1 | $802k | -33% | 8.6k | 92.88 |
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| Verizon Communications (VZ) | 0.1 | $767k | -27% | 15k | 50.20 |
|
| Freeport Mcmoran CL B Call Option (FCX) | 0.1 | $721k | +166% | 12k | 58.78 |
|
| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.1 | $702k | +9% | 9.3k | 75.65 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $665k | NEW | 59k | 11.28 |
|
| Solitario Expl & Rty Corp (XPL) | 0.1 | $626k | +24% | 763k | 0.82 |
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| Oracle Corporation (ORCL) | 0.1 | $621k | 4.2k | 147.10 |
|
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $621k | -5% | 5.2k | 118.62 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $615k | NEW | 9.6k | 64.08 |
|
| Linde SHS (LIN) | 0.1 | $615k | NEW | 1.2k | 495.95 |
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| Philip Morris International (PM) | 0.1 | $609k | +28% | 3.7k | 165.35 |
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| Marvell Technology (MRVL) | 0.1 | $608k | NEW | 6.1k | 99.04 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $591k | NEW | 1.5k | 390.41 |
|
| Corning Incorporated (GLW) | 0.1 | $584k | NEW | 4.3k | 135.97 |
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| Teradyne Put Option (TER) | 0.1 | $573k | -4% | 1.9k | 296.46 |
|
| Palo Alto Networks (PANW) | 0.1 | $566k | NEW | 3.5k | 160.32 |
|
| Nuveen Equity Premium and Growth Fund (SPXX) | 0.1 | $564k | NEW | 35k | 16.07 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $560k | +11% | 4.3k | 130.93 |
|
| Kimberly-Clark Corporation Call Option (KMB) | 0.1 | $558k | -22% | 5.8k | 96.47 |
|
| Direxion Shares Etf Trust Dly Amzn Bull 2x (AMZU) | 0.1 | $554k | +16% | 21k | 26.86 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $549k | 19k | 29.13 |
|
|
| Home Depot (HD) | 0.1 | $539k | +28% | 1.6k | 328.82 |
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| Spdr Series Trust State Street Spd (SPYD) | 0.1 | $525k | 12k | 45.52 |
|
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.1 | $523k | +3% | 23k | 22.43 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $512k | 2.4k | 215.09 |
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| Prologis (PLD) | 0.1 | $509k | NEW | 3.9k | 132.17 |
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| Vanguard World Financials Etf (VFH) | 0.1 | $498k | -23% | 4.1k | 120.80 |
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| Procter & Gamble Company (PG) | 0.1 | $494k | +7% | 3.4k | 144.44 |
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| Realty Income (O) | 0.1 | $490k | 8.0k | 61.18 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $490k | 7.0k | 69.75 |
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| Super Micro Computer Com New (SMCI) | 0.1 | $484k | +3% | 21k | 22.77 |
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| Kopin Corporation (KOPN) | 0.0 | $477k | 212k | 2.25 |
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| Chevron Corporation (CVX) | 0.0 | $467k | +9% | 2.3k | 206.87 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $461k | 9.3k | 49.50 |
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| Union Pacific Corporation (UNP) | 0.0 | $444k | 1.8k | 242.63 |
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| Roku Com Cl A (ROKU) | 0.0 | $429k | -16% | 4.5k | 94.62 |
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| Consolidated Edison (ED) | 0.0 | $429k | 3.8k | 113.19 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $424k | 1.3k | 318.08 |
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| Arista Networks Com Shs (ANET) | 0.0 | $408k | NEW | 3.3k | 122.78 |
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| Aon Shs Cl A (AON) | 0.0 | $402k | 1.2k | 322.78 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $394k | NEW | 1.4k | 287.09 |
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| Archer Daniels Midland Company (ADM) | 0.0 | $393k | 5.4k | 72.70 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $388k | -19% | 2.6k | 146.60 |
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| Pepsi (PEP) | 0.0 | $367k | +18% | 2.4k | 155.30 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $362k | 12k | 29.08 |
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| Oneok (OKE) | 0.0 | $350k | +11% | 3.9k | 90.40 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.0 | $346k | 6.1k | 56.58 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $341k | 6.8k | 50.14 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $339k | -5% | 3.8k | 88.16 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $335k | +15% | 779.00 | 430.43 |
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| Spdr Series Trust State Street Spd (CWB) | 0.0 | $332k | 3.6k | 91.51 |
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| Bristol Myers Squibb (BMY) | 0.0 | $330k | +34% | 5.4k | 60.65 |
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| Travelers Companies (TRV) | 0.0 | $327k | +13% | 1.1k | 291.59 |
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| American Water Works (AWK) | 0.0 | $323k | +4% | 2.4k | 136.07 |
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| Stryker Corporation (SYK) | 0.0 | $320k | +37% | 975.00 | 328.43 |
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| NBT Ban (NBTB) | 0.0 | $310k | +45% | 7.3k | 42.58 |
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| Micron Technology (MU) | 0.0 | $310k | NEW | 916.00 | 337.94 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $308k | -7% | 2.3k | 132.92 |
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| Edison International (EIX) | 0.0 | $308k | +14% | 4.2k | 73.18 |
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| McDonald's Corporation (MCD) | 0.0 | $306k | +11% | 985.00 | 310.80 |
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| Airbnb Com Cl A Put Option (ABNB) | 0.0 | $305k | NEW | 2.4k | 126.28 |
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| Welltower Inc Com reit (WELL) | 0.0 | $301k | +12% | 1.5k | 197.65 |
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| Rocket Lab Corp Call Option (RKLB) | 0.0 | $301k | NEW | 4.7k | 64.22 |
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| Regeneron Pharmaceuticals (REGN) | 0.0 | $297k | NEW | 384.00 | 772.15 |
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| Advanced Micro Devices (AMD) | 0.0 | $291k | +2% | 1.4k | 203.43 |
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| Nuveen Build Amer Bd (NBB) | 0.0 | $290k | 19k | 15.66 |
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| Kulicke and Soffa Industries (KLIC) | 0.0 | $289k | -6% | 4.4k | 65.73 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $283k | NEW | 8.6k | 32.95 |
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| United Parcel Svcs CL B Put Option (UPS) | 0.0 | $275k | NEW | 2.8k | 98.38 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.0 | $275k | -2% | 3.5k | 79.06 |
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| Delta Air Lines Com New (DAL) | 0.0 | $271k | +15% | 4.1k | 66.48 |
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| Robinhood Mkts Com Cl A Call Option (HOOD) | 0.0 | $269k | +88% | 3.9k | 69.30 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $268k | -20% | 2.9k | 92.29 |
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| Cigna Corp (CI) | 0.0 | $265k | +18% | 993.00 | 266.62 |
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| Us Bancorp Com New (USB) | 0.0 | $260k | 5.0k | 52.01 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $256k | 8.4k | 30.50 |
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| Amphenol Corp Cl A Put Option (APH) | 0.0 | $253k | NEW | 2.0k | 126.35 |
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| Rockwell Automation Put Option (ROK) | 0.0 | $252k | NEW | 702.00 | 358.88 |
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| Key (KEY) | 0.0 | $251k | NEW | 13k | 20.05 |
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| Cloudflare Cl A Com (NET) | 0.0 | $250k | 1.2k | 206.34 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $248k | +10% | 1.3k | 192.88 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $246k | 2.3k | 106.14 |
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| Snowflake Com Shs (SNOW) | 0.0 | $242k | NEW | 1.6k | 150.82 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $238k | 704.00 | 337.99 |
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| Regions Financial Corporation Put Option (RF) | 0.0 | $235k | NEW | 9.0k | 26.12 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $230k | 3.4k | 68.14 |
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| Lowe's Companies (LOW) | 0.0 | $228k | +7% | 964.00 | 236.23 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $228k | 3.4k | 67.53 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $227k | 533.00 | 426.27 |
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| Tko Group Holdings Cl A (TKO) | 0.0 | $226k | NEW | 1.1k | 201.63 |
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| Toll Brothers Put Option (TOL) | 0.0 | $225k | NEW | 1.6k | 136.47 |
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| Fastly Cl A (FSLY) | 0.0 | $223k | NEW | 7.7k | 29.06 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $221k | -3% | 1.8k | 125.46 |
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| Archer Aviation Com Cl A (ACHR) | 0.0 | $219k | 42k | 5.17 |
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| Ducommun Incorporated (DCO) | 0.0 | $211k | NEW | 1.7k | 122.00 |
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| salesforce (CRM) | 0.0 | $210k | +5% | 1.1k | 186.75 |
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| M&T Bank Corporation (MTB) | 0.0 | $209k | NEW | 1.0k | 206.67 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $209k | +10% | 2.3k | 90.94 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $209k | +8% | 453.00 | 460.99 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $208k | NEW | 423.00 | 491.91 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $207k | 2.9k | 71.18 |
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| Capricor Therapeutics Com New (CAPR) | 0.0 | $203k | NEW | 6.7k | 30.40 |
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| Oklo Com Cl A (OKLO) | 0.0 | $202k | NEW | 4.1k | 49.59 |
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| Pinterest Cl A (PINS) | 0.0 | $190k | +3% | 10k | 18.34 |
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| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $171k | 13k | 13.67 |
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| Rhinebeck Bancorp (RBKB) | 0.0 | $154k | 10k | 15.42 |
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| Ford Motor Company (F) | 0.0 | $154k | 13k | 11.54 |
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| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $96k | -2% | 11k | 8.52 |
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| Purecycle Technologies (PCT) | 0.0 | $78k | 15k | 5.19 |
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| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $66k | -9% | 13k | 4.96 |
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| Curis (CRIS) | 0.0 | $60k | +83% | 110k | 0.55 |
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| Sono Tek (SOTK) | 0.0 | $52k | -3% | 13k | 4.06 |
|
Past Filings by Focused Wealth Management
SEC 13F filings are viewable for Focused Wealth Management going back to 2013
- Focused Wealth Management 2026 Q1 filed April 20, 2026
- 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