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 (431 days), 72 trades recorded
  • Returns: week n/a · month n/a · 90 days +13.4% · 6 months +11.4% · 1 year +19.9% · all +19.9%
  • Max drawdown -3.5% · Sharpe 0.95 · win rate 20% · data quality High
  • 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
  • QQQ · 12.1% · long · since 2025-06-30
  • 92206C870 · 4.7% · long · since 2025-06-30
  • AAPL · 3.1% · long · since 2025-06-30
  • 922042858 · 3.1% · long · since 2025-06-30
  • 921946406 · 3.0% · 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

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