Holdings

Focused Wealth Management, Inc

As of Jun 30, 2026, Focused Wealth Management, Inc reported 146 positions worth US$267M. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Apple Inc115KUS$33.2M+839Jun 30, 2026
Alphabet Inc (google) Class C64,809US$23.2M+5,449Jun 30, 2026
Nvidia Corporation92,033US$18.4M+5,199Jun 30, 2026
Amazon.com, Inc.53,869US$12.8M+798Jun 30, 2026
Tesla, Inc.27,234US$11.5M+706Jun 30, 2026
Microsoft Corp.22,779US$8.5M+1,954Jun 30, 2026
Meta Platforms, Inc.12,681US$7.14M+160Jun 30, 2026
Citigroup, Inc.50,339US$7.05M+451Jun 30, 2026
Caterpillar, Inc.6,432US$6.85M−1,086Jun 30, 2026
Blackstone Inc.56,944US$6.7M+1,144Jun 30, 2026