Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOCUSED WEALTH MANAGEMENT INC | 07-30-2024 | 06-30-2024 | 229 | 699,447,163 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WALMART INC | COM | 51 | $1,613,206 | 23,825 | 0.00 | 0.00 | -59 | -0.25 | 06-30-2024 |
| ADVANCED MICRO DEVICES INC | COM | 52 | $1,609,772 | 9,924 | 0.00 | 0.00 | 8,535 | 614.47 | 06-30-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 53 | $1,510,741 | 5,647 | 0.00 | 0.00 | -27 | -0.48 | 06-30-2024 |
| JOHNSON & JOHNSON | COM | 54 | $1,489,270 | 10,189 | 0.00 | 0.00 | -448 | -4.21 | 06-30-2024 |
