Focused Wealth Management, Inc

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Newburgh, NY
CIK
0001586052
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 229 699,447 SPYG, VTV, QQQ, SGOV 13F-HR 7/30/2024 000158605224000003
Q1 2024 205 651,092 SPYG, VTV, QQQ, SGOV 13F-HR 5/8/2024 000158605224000002
Q4 2023 1,024 608,263 SPYG, VTV, QQQ, SGOV 13F-HR 1/10/2024 000106299324000734
Q3 2023 1,032 566,265 SPYG, VTV, QQQ, SGOV 13F-HR 11/1/2023 000106299323019945
Q2 2023 1,064 555,571 SPYG, VTV, QQQ, BND 13F-HR 8/8/2023 000106299323015961
Q1 2023 1,043 494,153 SPYG, VTV, QQQ, BND 13F-HR 4/13/2023 000106299323009105
Q4 2022 1,090 491,857 VTV, SPYG, SCHP, BND 13F-HR 1/13/2023 000106299323000898
Q3 2022 1,061 476,971 SPYG, VTV, BND, TIP 13F-HR 10/20/2022 000106299322020982
Q2 2022 1,026 549,624 SPYG, VTV, BND, TIP 13F-HR 8/4/2022 000106299322017267
Q1 2022 1,071 631,462 SPYG, VTV, BOND, SPIB 13F-HR 4/29/2022 000106299322011028
Q4 2021 1,062 647,442 SPYG, VTV, BOND, SPIB 13F-HR 1/31/2022 000106299322001836
Q3 2021 1,071 612,755 SPYG, VTV, TOTL, SPIB 13F-HR 10/12/2021 000106299321009421
Q2 2021 990 605,987 SPYG, VTV, TOTL, SPIB 13F-HR 7/15/2021 000106299321006537
Q1 2021 962 563,099 SPYG, VTV, TOTL, SPIB 13F-HR 5/3/2021 000106299321004009
Q4 2020 866 513,759 SPYG, VTV, TOTL, SPIB 13F-HR 2/3/2021 000106299321000811
Q3 2020 832 460,390 SPYG, VTV, TOTL, SPIB 13F-HR 10/19/2020 000106299320004989
Q2 2020 811 431,422 SPYG, TOTL, VTV, SPIB 13F-HR 7/24/2020 000106299320003458
Q1 2020 766 347,096 SPYG, VWO, SPYV, SPIB 13F-HR 5/6/2020 000106299320002151
Q4 2019 753 423,480 SPYG, SCHE, SPYV, SPIB 13F-HR 1/21/2020 000106299320000255
Q3 2019 753 361,960 SPYG, SPEM, SPYV, SPIB 13F-HR 11/6/2019 000106299319004175
Q2 2019 782 374,408 SPYG, SPEM, SPYV, SPAB 13F-HR 7/19/2019 000106299319002957
Q1 2019 734 330,362 SPYG, SPEM, SPYV, SPAB 13F-HR 5/3/2019 000106299319001991
Q4 2018 739 293,003 SPYG, SPEM, SPYV, SPAB 13F-HR 1/30/2019 000106299319000400
Q3 2018 692 293,810 SPYG, SPYV, MTUM, SPAB 13F-HR 11/13/2018 000106299318004532
Q2 2018 683 288,528 SPYG, SPYV, SPAB, SPEM 13F-HR 8/15/2018 000106299318003452
Q1 2018 737 313,031 SPYG, SPYV, SPAB, VYM 13F-HR 5/7/2018 000106299318001952
Q4 2017 720 311,857 VYM, MGK, FEZ, SPAB 13F-HR 2/13/2018 000106299318000703
Q3 2017 688 299,857 VYM, MGK, FEZ, BND 13F-HR 11/14/2017 000106299317004897
Q2 2017 747 267,826 VYM, MGK, FEZ, BND 13F-HR 8/14/2017 000106299317003751
Q1 2017 737 255,646 VYM, MGK, BND, VGT 13F-HR 5/10/2017 000106299317002344
Q4 2016 744 236,792 VYM, MGK, VTI, BND 13F-HR 2/14/2017 000106299317000987
Q3 2016 711 227,532 VYM, MGK, VGK, BND 13F-HR 11/10/2016 000106299316012147
Q2 2016 729 217,659 VYM, MGK, BND, VGK 13F-HR 8/10/2016 000106299316010916
Q1 2016 728 182,947 VYM, MGK, VGK, GE 13F-HR 5/11/2016 000106299316009560
Q4 2015 747 173,859 VYM, GE, VGK, DIA 13F-HR 2/12/2016 000106299316007747
Q3 2015 743 157,465 VYM, DIA, IWN, GE 13F-HR 11/10/2015 000106299315005883
Q2 2015 715 161,622 VYM, IWN, DIA, GE 13F-HR 7/29/2015 000106299315004061
Q1 2015 734 162,790 VYM, DIA, IWN, GE 13F-HR 5/7/2015 000106299315002468
Q4 2014 718 141,240 VYM, IWN, DIA, GE 13F-HR 2/6/2015 000106299315000531
Q3 2014 740 130,386 VYM, GE, IDV, IVV 13F-HR 11/12/2014 000106299314006455
Q2 2014 721 127,870 VYM, IDV, GE, VO 13F-HR 7/30/2014 000106299314004439
Q1 2014 669 119,599 VYM, IDV, VB, GE 13F-HR 5/5/2014 000106299314002566
Q4 2013 671 119,489 VYM, IDV, VB, VO 13F-HR 2/6/2014 000106299314000534