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 |
|---|---|---|---|---|---|---|---|---|---|
| SIRIUS XM HOLDINGS INC | COM | 851 | $12,708 | 2,323 | 0.00 | 0.00 | 12 | 0.52 | 12-31-2023 |
| CONSTELLATION BRANDS INC | CL A | 852 | $12,694 | 53 | 0.00 | 0.00 | 1 | 1.92 | 12-31-2023 |
| PALO ALTO NETWORKS INC | COM | 853 | $12,680 | 43 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SRH TOTAL RETURN FUND INC | COM | 854 | $12,577 | 907 | 0.00 | 0.00 | 9 | 1.00 | 12-31-2023 |
