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Focused Wealth Management, Inc

CIK
1586052
City
Newburgh
State / Country
NY

Top Portfolio Positions

141 positions · $358,891,212 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in NBB

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Shares Held

Position Value (USD)

16 quarters on record
Report Date Value (USD) Shares
2026-03-31 $289,772 18,504
2025-12-31 $291,320 18,438
2025-09-30 $296,988 18,310
2025-06-30 $288,145 18,214
2025-03-31 $290,266 18,119
2024-12-31 $270,508 18,058
2024-09-30 $297,950 17,938
2024-06-30 $276,853 17,850
2024-03-31 $272,374 17,779
2023-12-31 $204,875 12,975
2023-09-30 $35,525 2,445
2023-06-30 $38,362 2,445
2023-03-31 $39,413 2,445
2022-12-31 $39,022 2,445
2022-09-30 $38,362 2,445
2022-06-30 $43,521 2,445