Notify me when Focused Wealth Management, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 183 | $924,228,882 | +$62,456,175 | -$19,291,899 | +$43,164,276 | SPYG, VTV, QQQ, VCIT, VWO | 13F-HR | 10 Oct 2025, 09:48 |
| Q2 2025 | 181 | $819,390,147 | +$57,814,226 | -$37,899,966 | +$19,914,260 | SPYG, VTV, QQQ, VCIT, VYM | 13F-HR | 15 Jul 2025, 08:29 |
| Q1 2025 | 179 | $735,142,704 | +$29,382,767 | -$8,981,449 | +$20,401,318 | SPYG, VTV, QQQ, VCIT, SGOV | 13F-HR | 01 May 2025, 10:02 |
| Q4 2024 | 170 | $740,541,660 | +$31,176,217 | -$24,532,201 | +$6,644,016 | SPYG, VTV, QQQ, SGOV, VCIT | 13F-HR | 28 Jan 2025, 16:11 |
| Q3 2024 | 207 | $724,024,169 | +$22,538,967 | -$13,653,526 | +$8,885,441 | SPYG, VTV, QQQ, SGOV, VCIT | 13F-HR | 30 Oct 2024, 16:39 |
| Q2 2024 | 182 | $679,151,055 | +$36,619,422 | -$13,595,102 | +$23,024,320 | SPYG, VTV, QQQ, SGOV, VCIT | 13F-HR | 30 Jul 2024, 16:18 |
| Q1 2024 | 176 | $640,337,120 | +$31,990,251 | -$33,510,113 | -$1,519,862 | SPYG, VTV, QQQ, SGOV, VCIT | 13F-HR | 08 May 2024, 13:35 |
| Q4 2023 | 995 | $608,011,162 | +$30,373,402 | -$38,758,188 | -$8,384,786 | SPYG, VTV, QQQ, SGOV, VCIT | 13F-HR | 10 Jan 2024, 09:50 |
| Q3 2023 | 993 | $565,916,541 | +$51,372,094 | -$21,905,462 | +$29,466,632 | SPYG, VTV, QQQ, SGOV, VCIT | 13F-HR | 01 Nov 2023, 09:11 |
| Q2 2023 | 999 | $555,033,322 | +$45,550,107 | -$12,392,201 | +$33,157,906 | SPYG, VTV, QQQ, BND, VCIT | 13F-HR | 08 Aug 2023, 10:10 |
| Q1 2023 | 1,009 | $493,814,974 | +$32,690,747 | -$56,241,508 | -$23,550,761 | SPYG, VTV, QQQ, BND, VCIT | 13F-HR | 13 Apr 2023, 15:31 |
| Q4 2022 | 1,039 | $491,381,658 | +$82,101,385 | -$87,400,401 | -$5,299,016 | VTV, SPYG, SCHP, BND, QQQ | 13F-HR | 13 Jan 2023, 10:15 |
| Q3 2022 | 895 | $476,205,000 | +$33,585,746 | -$68,810,928 | -$35,225,182 | SPYG, VTV, BND, TIP, ONEQ | 13F-HR | 20 Oct 2022, 11:06 |
| Q2 2022 | 866 | $548,583,000 | +$177,462,573 | -$168,851,201 | +$8,611,372 | SPYG, VTV, BND, TIP, VCIT | 13F-HR | 04 Aug 2022, 15:11 |
| Q1 2022 | 922 | $629,870,000 | +$70,159,231 | -$53,276,555 | +$16,882,676 | SPYG, VTV, BOND, SPIB, SCHP | 13F-HR | 29 Apr 2022, 13:17 |
| Q4 2021 | 918 | $646,332,000 | +$63,693,465 | -$58,860,725 | +$4,832,740 | SPYG, VTV, BOND, SPIB, SCHP | 13F-HR | 31 Jan 2022, 14:39 |
| Q3 2021 | 915 | $610,475,000 | +$26,770,476 | -$16,864,916 | +$9,905,560 | SPYG, VTV, TOTL, SPIB, SCHP | 13F-HR | 12 Oct 2021, 13:37 |
| Q2 2021 | 848 | $605,019,000 | +$44,763,938 | -$31,737,109 | +$13,026,829 | SPYG, VTV, TOTL, SPIB, SCHP | 13F-HR | 15 Jul 2021, 16:32 |
| Q1 2021 | 817 | $561,482,000 | +$44,095,374 | -$13,748,927 | +$30,346,447 | SPYG, VTV, TOTL, SPIB, SCHP | 13F-HR | 03 May 2021, 11:11 |
| Q4 2020 | 765 | $512,561,000 | +$23,766,472 | -$16,561,014 | +$7,205,458 | SPYG, VTV, TOTL, SPIB, SCHP | 13F-HR | 03 Feb 2021, 09:30 |
| Q3 2020 | 717 | $459,539,000 | +$27,839,679 | -$11,128,738 | +$16,710,941 | SPYG, VTV, TOTL, SPIB, SCHP | 13F-HR | 19 Oct 2020, 09:10 |
| Q2 2020 | 694 | $429,871,000 | +$109,434,138 | -$84,556,008 | +$24,878,130 | SPYG, TOTL, VTV, SPIB, SCHP | 13F-HR | 24 Jul 2020, 10:41 |
| Q1 2020 | 663 | $346,687,000 | +$74,870,611 | -$78,015,542 | -$3,144,931 | SPYG, VWO, SPYV, SPIB, MTUM | 13F-HR | 06 May 2020, 14:29 |
| Q4 2019 | 676 | $423,099,000 | +$89,721,060 | -$53,884,925 | +$35,836,135 | SPYG, SCHE, SPYV, SPIB, NEAR | 13F-HR | 21 Jan 2020, 15:23 |
| Q3 2019 | 663 | $361,580,000 | +$33,707,253 | -$45,342,180 | -$11,634,927 | SPYG, SPEM, SPYV, SPIB, MINT | 13F-HR | 06 Nov 2019, 08:36 |
| Q2 2019 | 691 | $373,831,000 | +$52,035,444 | -$16,342,214 | +$35,693,230 | SPYG, SPEM, SPYV, SPAB, SPIB | 13F-HR | 19 Jul 2019, 10:58 |
| Q1 2019 | 660 | $329,983,000 | +$50,507,321 | -$45,713,069 | +$4,794,252 | SPYG, SPEM, SPYV, SPAB, SPIB | 13F-HR | 03 May 2019, 15:37 |
| Q4 2018 | 656 | $292,557,000 | +$72,370,003 | -$35,699,266 | +$36,670,737 | SPYG, SPEM, SPYV, SPAB, MTUM | 13F-HR | 30 Jan 2019, 12:05 |
| Q3 2018 | 616 | $293,353,000 | +$43,674,975 | -$47,714,952 | -$4,039,977 | SPYG, SPYV, MTUM, SPAB, SPEM | 13F-HR | 13 Nov 2018, 09:42 |
| Q2 2018 | 617 | $288,254,000 | +$34,999,009 | -$62,195,397 | -$27,196,388 | SPYG, SPYV, SPAB, SPEM, MTUM | 13F-HR | 15 Aug 2018, 10:12 |
| Q1 2018 | 665 | $312,456,000 | +$105,405,332 | -$99,160,573 | +$6,244,759 | SPYG, SPYV, SPAB, VYM, IEUR | 13F-HR | 07 May 2018, 16:12 |
| Q4 2017 | 661 | $311,644,000 | +$57,161,578 | -$53,975,126 | +$3,186,452 | VYM, MGK, FEZ, SPAB, VTI | 13F-HR | 13 Feb 2018, 16:36 |
| Q3 2017 | 621 | $299,570,000 | +$47,382,508 | -$24,424,464 | +$22,958,044 | VYM, MGK, FEZ, BND, VGT | 13F-HR | 14 Nov 2017, 11:16 |
| Q2 2017 | 681 | $267,547,000 | +$15,024,863 | -$8,283,562 | +$6,741,301 | VYM, MGK, FEZ, BND, VTI | 13F-HR | 14 Aug 2017, 11:27 |
| Q1 2017 | 671 | $255,379,000 | +$28,565,610 | -$20,275,157 | +$8,290,453 | VYM, MGK, BND, VGT, VTI | 13F-HR | 10 May 2017, 16:56 |
| Q4 2016 | 678 | $236,663,000 | +$27,868,877 | -$25,917,423 | +$1,951,454 | VYM, MGK, VTI, BND, VGT | 13F-HR | 14 Feb 2017, 17:34 |
| Q3 2016 | 659 | $227,488,000 | +$8,892,933 | -$5,531,751 | +$3,361,182 | VYM, MGK, VGK, BND, VTI | 13F-HR | 10 Nov 2016, 12:29 |
| Q2 2016 | 661 | $217,490,000 | +$39,875,182 | -$7,319,023 | +$32,556,159 | VYM, MGK, BND, VGK, VTI | 13F-HR | 10 Aug 2016, 11:43 |
| Q1 2016 | 638 | $182,679,000 | +$50,100,031 | -$42,138,547 | +$7,961,484 | VYM, MGK, VGK, GE, BND | 13F-HR | 11 May 2016, 13:22 |
| Q4 2015 | 664 | $172,578,000 | +$18,998,379 | -$6,597,112 | +$12,401,267 | VYM, GE, VGK, DIA, IWN | 13F-HR | 12 Feb 2016, 10:35 |
| Q3 2015 | 665 | $151,762,000 | +$16,712,953 | -$10,884,408 | +$5,828,545 | VYM, DIA, IWN, GE, VGK | 13F-HR | 10 Nov 2015, 15:39 |
| Q2 2015 | 654 | $160,663,000 | +$10,242,880 | -$10,770,091 | -$527,211 | VYM, IWN, DIA, GE, IDV | 13F-HR | 29 Jul 2015, 16:40 |
| Q1 2015 | 669 | $161,412,000 | +$26,717,274 | -$5,832,865 | +$20,884,409 | VYM, DIA, IWN, GE, IDV | 13F-HR | 07 May 2015, 15:30 |
| Q4 2014 | 648 | $140,422,000 | +$25,792,327 | -$8,670,404 | +$17,121,923 | VYM, IWN, DIA, GE, IDV | 13F-HR | 06 Feb 2015, 14:08 |
| Q3 2014 | 662 | $122,925,000 | +$11,889,661 | -$12,818,466 | -$928,805 | VYM, GE, IDV, IVV, AMLP | 13F-HR | 12 Nov 2014, 09:05 |
| Q2 2014 | 652 | $125,959,000 | +$11,927,812 | -$5,382,475 | +$6,545,337 | VYM, IDV, GE, VO, VB | 13F-HR | 30 Jul 2014, 12:32 |
| Q1 2014 | 611 | $117,096,000 | +$12,415,360 | -$13,664,226 | -$1,248,866 | VYM, IDV, VB, GE, VO | 13F-HR | 05 May 2014, 16:04 |
| Q4 2013 | 613 | $117,688,000 | $0 | $0 | $0 | VYM, IDV, VB, VO, VWO | 13F-HR | 06 Feb 2014, 16:56 |