Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOCUSED WEALTH MANAGEMENT INC | 01-09-2024 | 12-31-2023 | 1024 | 608,263,268 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 51 | $1,367,437 | 5,764 | 0.00 | 0.00 | -751 | -11.53 | 12-31-2023 |
| VANGUARD WORLD FDS | HEALTH CAR ETF | 52 | $1,355,631 | 5,407 | 0.00 | 0.00 | 62 | 1.16 | 12-31-2023 |
| WALMART INC | COM | 53 | $1,258,155 | 7,981 | 0.00 | 0.00 | 27 | 0.34 | 12-31-2023 |
| NVIDIA CORPORATION | COM | 54 | $1,186,844 | 2,397 | 0.00 | 0.00 | -371 | -13.40 | 12-31-2023 |
