Focused Wealth Management, Inc Purchases in Q1 2025

Focused Wealth Management, Inc

  • $737 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
24.4K
+ 4.05%
$167.73 - $179.21 $4.1M - $4.38M
628K $108M
VCIT
Vanguard Intermediate Term Cor

ETFs
26.2K
+ 6.5%
$79.17 - $82.04 $2.07M - $2.15M
429K $35.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.6K
+ 6.06%
$71.17 - $73.66 $1.18M - $1.22M
290K $21.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20.5K
+ 4.24%
$42.5 - $46.71 $871K - $957K
503K $22.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12.8K
+ 7.76%
$91.45 - $91.75 $1.17M - $1.17M
178K $16.3M
XLF
Financial Sector Spdr

ETFs
9.51K
+ 2.15%
$47.32 - $52.19 $450K - $496K
451K $22.5M
IBM
International Business Machines Corp

Technology
2.14K
+ 18.82%
$217.4 - $264.74 $465K - $567K
13.5K $3.36M
INTC
Intel Corp

Technology
27.1K
+ 37.43%
$19.1 - $27.39 $518K - $742K
99.5K $2.26M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.4K
+ 0.62%
$78.97 - $85.82 $110K - $120K
227K $18.9M
NVDA
Nvidia Corp

Technology
12.1K
+ 55.57%
$106.98 - $149.43 $1.29M - $1.8M
33.7K $3.66M
T
At&T Inc.

Communication Services
11.7K
+ 17.49%
$21.56 - $28.28 $253K - $331K
78.7K $2.23M
VST
Vistra Corp.

Utilities
5.34K
New
$108.49 - $191.89 $579K - $1.02M
5.34K $627K
ABBV
Abb Vie Inc.

Healthcare
1.91K
+ 33.12%
$169.2 - $216.66 $322K - $413K
7.66K $1.6M
CEG
Constellation Energy Corp

Utilities
2.77K
New
$201.63 - $347.44 $559K - $964K
2.77K $559K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
893
+ 224.37%
$507.05 - $563.67 $453K - $503K
1.29K $663K
STWD
Starwood Property Trust, Inc.

Real Estate
14.9K
+ 8.05%
$18.41 - $20.53 $274K - $306K
200K $3.95M
IEF
Ishares Barclays

ETFs
3.32K
+ 16.66%
$91.17 - $95.39 $303K - $317K
23.3K $2.22M
DUK
Duke Energy Corp

Utilities
2.77K
New
$105.87 - $121.97 $294K - $338K
2.77K $338K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
286
+ 0.14%
$126.11 - $135.06 $36.1K - $38.6K
206K $26.6M
WELL
Welltower Inc.

Real Estate
2.04K
New
$124.05 - $156.86 $253K - $320K
2.04K $313K
XOM
Exxon Mobil Corp

Energy
77
+ 0.32%
$105.44 - $118.93 $8.12K - $9.16K
24K $2.86M
MCD
Mcdonalds Corp

Consumer Cyclical
829
New
$279.74 - $321.29 $232K - $266K
829 $258K
MO
Altria Group, Inc.

Consumer Defensive
335
+ 1.09%
$50.81 - $60.02 $17K - $20.1K
31K $1.86M
LOW
Lowes Companies Inc

Consumer Cyclical
1.02K
New
$222.66 - $268.42 $227K - $274K
1.02K $237K
JNJ
Johnson & Johnson

Healthcare
141
+ 1.43%
$142.06 - $167.7 $20K - $23.6K
10K $1.66M
VZ
Verizon Communications Inc

Communication Services
3.03K
+ 20.89%
$37.81 - $46.49 $115K - $141K
17.6K $796K
CLF
Cleveland Cliffs Inc.

Basic Materials
26K
New
$8.22 - $12.02 $214K - $313K
26K $213K
KO
Coca Cola CO

Consumer Defensive
2.96K
New
$60.81 - $72.32 $180K - $214K
2.96K $212K
WPC
W. P. Carey Inc.

Real Estate
3.33K
New
$53.5 - $65.05 $178K - $217K
3.33K $210K
FTNT
Fortinet, Inc.

Technology
2.14K
New
$92.49 - $114.57 $198K - $245K
2.14K $205K
WYNN
Wynn Resorts LTD

Consumer Cyclical
2.14K
New
$77.0 - $93.47 $165K - $200K
2.14K $178K
LLY
Eli Lilly & CO

Healthcare
150
+ 21.71%
$725.72 - $929.72 $109K - $139K
841 $694K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.23K
+ 3.83%
$56.17 - $59.71 $182K - $193K
87.7K $5.01M
SOFI
So Fi Technologies, Inc.

Financial Services
12.9K
New
$11.18 - $18.03 $145K - $233K
12.9K $150K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
20.2K
+ 3.8%
$8.11 - $8.58 $163K - $173K
550K $4.48M
COST
Costco Wholesale Corp

Consumer Defensive
154
New
$890.62 - $1076.86 $137K - $166K
154 $145K
CFLT
Confluent, Inc.

Technology
5.45K
New
$23.44 - $37.65 $128K - $205K
5.45K $127K
JPM
Jpmorgan Chase & CO

Financial Services
288
+ 2.85%
$225.19 - $279.95 $64.9K - $80.6K
10.4K $2.55M
PFE
Pfizer Inc

Healthcare
9.43K
+ 9.8%
$25.01 - $27.13 $236K - $256K
106K $2.68M
C
Citigroup Inc

Financial Services
1.16K
+ 2.59%
$67.23 - $84.63 $78K - $98.2K
45.9K $3.26M
SQ
Block, Inc.

Technology
1.66K
New
$54.04 - $92.95 $89.9K - $155K
1.66K $95K
AVGO
Broadcom Inc.

Technology
501
New
$167.43 - $244.7 $83.9K - $123K
501 $83K
SPY
Spdr S&P 500 ETF Trust

ETFs
183
+ 21.21%
$551.42 - $612.93 $101K - $112K
1.05K $585K
CSGP
Costar Group, Inc.

Real Estate
1K
New
$69.29 - $80.37 $69.3K - $80.4K
1K $79K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.18K
+ 19.21%
$22.11 - $22.43 $70.3K - $71.3K
19.7K $442K
KMI
Kinder Morgan, Inc.

Energy
194
+ 0.32%
$26.1 - $31.22 $5.06K - $6.06K
60.6K $1.73M
WMT
Walmart Inc.

Consumer Defensive
1.38K
+ 6.02%
$84.5 - $105.05 $117K - $145K
24.3K $2.13M
NU
Nu Holdings Ltd.

Financial Services
6K
New
$10.12 - $13.95 $60.7K - $83.7K
6K $61K
XPL
Solitario Zinc Corp.

Basic Materials
100K
+ 26.96%
$0.6 - $0.77 $60K - $77K
471K $282K
Activity Summary
Buys All Purchases 111 New Holdings 20 Increased Positions 91 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 16 Puts 2
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