Focused Wealth Management, Inc
Top Portfolio Positions
140 positions ·
$354,253,273 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 | 30.53% | |
| AAPL |
Apple Inc.
Technology
|
115,563 | $29,328,733 | 8.28% | |
| NVDA |
Nvidia Corp
Technology
|
86,834 | $15,143,849 | 4.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
48,537 | $13,957,299 | 3.94% | |
| BBN |
BlackRock Taxable Municipal Bond Trust
Financial Services
|
812,411 | $13,136,685 | 3.71% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
56,071 | $11,677,907 | 3.30% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
27,028 | $10,047,659 | 2.84% | |
| MSFT |
Microsoft Corp
Technology
|
20,825 | $7,708,790 | 2.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
12,521 | $7,163,639 | 2.02% | |
| BX |
Blackstone Inc.
Financial Services
|
55,800 | $6,416,442 | 1.81% |
Portfolio Trend
Holdings in RVT
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,186,302 | 71,464 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,157,123 | 71,871 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,030,287 | 63,874 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $969,054 | 64,389 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $893,104 | 62,718 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $961,603 | 60,861 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $842,681 | 53,674 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $764,696 | 52,847 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $759,091 | 50,039 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $776,659 | 53,342 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $697,232 | 54,175 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $732,269 | 53,063 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $695,381 | 51,244 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $189,180 | 14,267 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $970,428 | 77,325 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,081,473 | 77,414 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,299,836 | 76,506 | Shares | Sole | 2022-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||