Focused Wealth Management, Inc Purchases in Q4 2024

Focused Wealth Management, Inc

  • $742 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
78.3K
+ 14.92%
$168.32 - $181.87 $13.2M - $14.2M
603K $102M
SPYG
Spdr Portfolio

ETFs
14.3K
+ 1.0%
$81.74 - $91.38 $1.17M - $1.3M
1.44M $127M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.38K
+ 2.52%
$481.22 - $538.17 $1.63M - $1.82M
138K $70.4M
TSLA
Tesla, Inc.

Consumer Cyclical
133
+ 0.6%
$213.65 - $479.86 $28.4K - $63.8K
22.5K $9.07M
AAPL
Apple Inc.

Technology
414
+ 0.4%
$221.69 - $259.02 $91.8K - $107K
105K $26.3M
XLF
Financial Sector Spdr

ETFs
4.43K
+ 1.01%
$44.89 - $51.34 $199K - $227K
442K $21.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
30.3K
+ 8.13%
$80.13 - $83.77 $2.43M - $2.54M
403K $32.3M
AMZN
Amazon Com Inc

Consumer Cyclical
177
+ 0.55%
$180.88 - $232.93 $32K - $41.2K
32.2K $7.07M
BX
Blackstone Inc.

Financial Services
201
+ 0.41%
$148.45 - $199.05 $29.8K - $40K
49.1K $8.47M
GOOGL
Alphabet Inc.

Communication Services
234
+ 0.69%
$161.86 - $196.66 $37.9K - $46K
34.1K $6.46M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
39.1K
+ 14.07%
$13.54 - $14.25 $530K - $558K
317K $4.44M
VBK
Vanguard Small Cap Growth ETF

ETFs
983
+ 3.53%
$264.18 - $304.19 $260K - $299K
28.9K $8.08M
BAC
Bank Of America Corp

Financial Services
383
+ 0.28%
$39.22 - $47.77 $15K - $18.3K
138K $6.06M
VB
Vanguard Small Cap ETF

ETFs
1.63K
+ 3.71%
$233.76 - $261.58 $382K - $427K
45.7K $11M
IEF
Ishares Barclays

ETFs
6.25K
+ 45.67%
$92.08 - $98.18 $576K - $614K
19.9K $1.84M
JEPI
J P Morgan Exchange Traded Fd

ETFs
10.7K
+ 14.56%
$57.53 - $60.83 $617K - $653K
84.4K $4.86M
C
Citigroup Inc

Financial Services
1.73K
+ 4.02%
$61.31 - $72.5 $106K - $125K
44.8K $3.15M
PRTA
Prothena Corp Public LTD CO

Healthcare
32.1K
New
$11.95 - $18.35 $384K - $590K
32.1K $444K
GS
Goldman Sachs Group Inc

Financial Services
26
+ 0.54%
$486.1 - $608.57 $12.6K - $15.8K
4.8K $2.75M
KMI
Kinder Morgan, Inc.

Energy
2.21K
+ 3.8%
$22.59 - $28.54 $49.9K - $63.1K
60.4K $1.66M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
17.4K
New
$20.98 - $21.19 $366K - $370K
17.4K $367K
JPM
Jpmorgan Chase & CO

Financial Services
45
+ 0.45%
$205.18 - $250.29 $9.23K - $11.3K
10.1K $2.43M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
62.7K
+ 13.4%
$8.17 - $8.66 $512K - $543K
530K $4.33M
STWD
Starwood Property Trust, Inc.

Real Estate
25.6K
+ 16.03%
$18.95 - $20.37 $485K - $521K
185K $3.51M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.02K
+ 55.58%
$53.94 - $58.15 $217K - $234K
11.3K $635K
COIN
Coinbase Global, Inc.

Technology
915
New
$163.17 - $343.62 $149K - $314K
915 $227K
TOST
Toast, Inc.

Technology
6.22K
New
$27.43 - $43.54 $171K - $271K
6.22K $226K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.2K
New
$129.13 - $198.21 $155K - $238K
1.2K $222K
DAL
Delta Air Lines, Inc.

Industrials
3.65K
New
$47.46 - $65.77 $173K - $240K
3.65K $220K
ISRG
Intuitive Surgical Inc

Healthcare
418
New
$471.27 - $550.62 $197K - $230K
418 $218K
UBER
Uber Technologies, Inc

Technology
3.6K
New
$59.93 - $86.34 $216K - $311K
3.6K $217K
IAU
Ishares Gold Trust

ETFs
4.31K
New
$48.37 - $52.65 $209K - $227K
4.31K $213K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.13K
New
$67.29 - $73.38 $210K - $229K
3.13K $212K
GOOG
Alphabet Inc.

Communication Services
44
+ 0.51%
$163.08 - $198.16 $7.18K - $8.72K
8.67K $1.65M
CHWY
Chewy, Inc.

Consumer Cyclical
6.2K
New
$26.51 - $35.87 $164K - $222K
6.2K $207K
MO
Altria Group, Inc.

Consumer Defensive
3.13K
+ 11.36%
$49.06 - $57.74 $153K - $180K
30.6K $1.6M
NFLX
Netflix Inc

Communication Services
1
+ 0.13%
$687.65 - $936.56 $688 - $937
791 $705K
KOPN
Kopin Corp

Technology
107K
New
$0.69 - $1.53 $73.6K - $163K
107K $145K
CRM
Salesforce, Inc.

Technology
28
+ 1.42%
$270.87 - $367.87 $7.58K - $10.3K
1.99K $666K
RVT
Royce Value Trust, Inc.

Financial Services
7.19K
+ 13.39%
$15.15 - $16.9 $109K - $121K
60.9K $961K
T
At&T Inc.

Communication Services
2.92K
+ 4.55%
$21.22 - $23.88 $61.9K - $69.6K
67K $1.53M
SCHG
Schwab Strategic Tr Us Large C

ETFs
14.1K
+ 383.54%
$25.93 - $105.3 $364K - $1.48M
17.7K $493K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
16.5K
+ 20.4%
$10.23 - $11.18 $169K - $184K
97.3K $1.01M
CSCO
Cisco Systems, Inc.

Technology
648
+ 6.54%
$52.45 - $60.02 $34K - $38.9K
10.6K $624K
SPY
Spdr S&P 500 ETF Trust

ETFs
129
+ 17.57%
$567.81 - $607.81 $73.2K - $78.4K
863 $505K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
216
+ 4.07%
$201.32 - $217.44 $43.5K - $47K
5.52K $1.14M
IVW
Ishares S&P 500 Growth ETF

ETFs
7
+ 0.06%
$94.43 - $105.47 $661 - $738
11.1K $1.13M
NN
Nextnav Inc.

Communication Services
4K
New
$7.49 - $18.0 $30K - $72K
4K $62K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.67K
+ 19.2%
$22.1 - $22.59 $58.9K - $60.2K
16.6K $367K
Activity Summary
Buys All Purchases 106 New Holdings 17 Increased Positions 89 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 12 Puts 2
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