Focused Wealth Management, Inc
Top Portfolio Positions
141 positions ·
$359,334,230 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
187,355 | $108,137,558 | 30.09% | |
| AAPL |
Apple Inc.
Technology
|
115,563 | $29,328,733 | 8.16% | |
| NVDA |
Nvidia Corp
Technology
|
86,834 | $15,143,849 | 4.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
48,537 | $13,957,299 | 3.88% | |
| BBN |
BlackRock Taxable Municipal Bond Trust
Financial Services
|
812,411 | $13,136,685 | 3.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
56,071 | $11,677,907 | 3.25% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
27,028 | $10,047,659 | 2.80% | |
| MSFT |
Microsoft Corp
Technology
|
20,825 | $7,708,790 | 2.15% | |
| META |
Meta Platforms, Inc.
Communication Services
|
12,521 | $7,163,639 | 1.99% | |
| BX |
Blackstone Inc.
Financial Services
|
55,800 | $6,416,442 | 1.79% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CRIS
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,360 | 109,746 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $59,247 | 59,846 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $131,470 | 79,199 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $137,353 | 59,204 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $124,328 | 59,204 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $181,164 | 59,204 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $291,415 | 54,066 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $228,790 | 33,158 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $360,427 | 33,158 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $235,900 | 18,502 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $171,056 | 25,957 | Shares | Sole | 2023-11-01 | |
| No 13F history on record for this holder in this stock. | ||||||