Focused Wealth Management, Inc Q3 2023 vs. Q4 2023 13F Holdings Comparison

In the ever-evolving world of finance, it is crucial for wealth management firms to stay on top of market trends and make informed investment decisions. Focused Wealth Management, Inc is no exception. By analyzing their Q3 2023 and Q4 2023 13F holdings, we get a glimpse into the changes they made during this period. Let's dive into the details.

SPDR SER TR (SPYG)

SPYG, a popular exchange-traded fund from the SPDR series, saw a decrease in Focused Wealth Management's holdings. They held 1,396,507 shares in Q3 2023, which decreased to 1,351,128 shares in Q4 2023. Despite the slight decrease, the value of their holdings increased from $82,784,000 to $87,904,000, representing a 6.2% change.

VANGUARD INDEX FDS (VTV)

Focused Wealth Management also made some adjustments to their holdings in VTV, another exchange-traded fund. Their shares decreased from 489,607 in Q3 2023 to 476,672 in Q4 2023. However, like SPYG, the value of their holdings increased from $67,531,000 to $71,262,000, resulting in a 5.5% change.

INVESCO QQQ TR (QQQ)

QQQ, a well-known exchange-traded fund managed by Invesco, also witnessed a decrease in holdings by Focused Wealth Management. They held 118,468 shares in Q3 2023, which decreased to 114,151 shares in Q4 2023. Despite the decrease in shares, the value of their holdings increased from $42,443,000 to $46,747,000, indicating a 10.1% change.

ISHARES TR (SGOV)

Focused Wealth Management made a notable increase in their holdings of SGOV, an iShares exchange-traded fund. They held 262,331 shares in Q3 2023, which saw a significant boost to 291,036 shares in Q4 2023. The value of their holdings also increased from $26,408,000 to $29,182,000, representing a substantial 10.5% change.

VANGUARD SCOTTSDALE FDS (VCIT)

While some holdings decreased, Focused Wealth Management increased their participation in VCIT, a Vanguard-managed fund. Their holdings in VCIT saw only a slight decrease, from 316,664 shares in Q3 2023 to 314,810 shares in Q4 2023. However, the value of their holdings increased from $24,060,000 to $25,587,000, resulting in a 6.3% change.

VANGUARD BD INDEX FDS (BND)

Similar to VCIT, Focused Wealth Management slightly reduced their holdings in BND, a Vanguard bond fund. The number of shares held decreased from 338,352 in Q3 2023 to 332,099 in Q4 2023. Despite the decrease, the value of their holdings increased from $23,610,000 to $24,425,000, indicating a 3.5% change.

VANGUARD WHITEHALL FDS (VYM)

VYM, yet another Vanguard-managed fund, experienced a minor decrease in Focused Wealth Management's holdings. The number of shares they held decreased from 201,102 in Q3 2023 to 198,215 in Q4 2023. However, the value of their holdings increased from $20,777,000 to $22,126,000, representing a 6.5% change.

APPLE INC (AAPL)

Moving away from funds, Focused Wealth Management also holds individual securities such as AAPL. They increased their holdings of Apple Inc. from 97,295 shares in Q3 2023 to 106,386 shares in Q4 2023. The value of their holdings also increased from $16,657,000 to $20,482,000, indicating a substantial 23% change.

These were just a few highlights from Focused Wealth Management's Q3 2023 vs. Q4 2023 13F holdings comparison. The data gives us a glimpse into the changes they made during this period. It is important to note that 13F filings provide valuable insights into the investment strategies of institutional investors like Focused Wealth Management. However, it is always essential to conduct thorough research and analysis before making any investment decisions based solely on these holdings.

Disclaimer: The numbers and values mentioned in this article are derived from publicly available information and should not be considered financial advice. Investors should always conduct their research and consult with financial professionals before making investment decisions.