Focused Wealth Management, Inc
Top Portfolio Positions
141 positions ·
$358,891,212 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 | 30.13% | |
| AAPL |
Apple Inc.
Technology
|
115,563 | $29,328,733 | 8.17% | |
| NVDA |
Nvidia Corp
Technology
|
86,834 | $15,143,849 | 4.22% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
48,537 | $13,957,299 | 3.89% | |
| 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 | 2.00% | |
| BX |
Blackstone Inc.
Financial Services
|
55,800 | $6,416,442 | 1.79% |
Portfolio Trend
25 quarters · across all stocks
Holdings in RBKB
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $154,200 | 10,000 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $120,200 | 10,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $113,600 | 10,000 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $117,300 | 10,000 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $98,400 | 10,000 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $96,700 | 10,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $92,500 | 10,000 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $78,600 | 10,000 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $84,500 | 10,000 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $80,500 | 10,000 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $67,720 | 10,000 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $67,300 | 10,000 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $76,500 | 10,000 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $91,100 | 10,000 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $97,500 | 10,000 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $92,500 | 10,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $101,600 | 10,000 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $106,600 | 10,000 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $109,000 | 10,000 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $109,500 | 10,000 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $103,500 | 10,000 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $85,500 | 10,000 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $63,200 | 10,000 | Shares | Sole | 2020-10-19 | |
| No 13F history on record for this holder in this stock. | ||||||