Long-term investor
Focused Wealth Management, Inc. @focusedwealthmanagementi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001586052).
Record
- Tracked since 2025-06-30 (476 days), 95 trades recorded
- Returns: week n/a · month n/a · 90 days +3.0% · 6 months +19.0% · 1 year +14.6% · all +14.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A409 · 15.8% · long · since 2025-06-30
- 922908744 · 13.6% · long · since 2025-06-30
- 46090E103 · 12.1% · long · since 2025-06-30
- 92206C870 · 4.7% · long · since 2025-06-30
- 922042858 · 3.1% · long · since 2025-06-30
- 921946406 · 3.0% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- 921946810 · 1.9% · long · since 2025-06-30
- GOOGL · 1.6% · long · since 2025-06-30
- NVDA · 1.6% · long · since 2025-06-30
- 922908751 · 1.6% · long · since 2025-06-30
- 81369Y605 · 1.5% · long · since 2025-06-30