Focused Wealth Management, Inc Purchases in Q2 2025

Focused Wealth Management, Inc

  • $820 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PCT
Pure Cycle Technologies, Inc.

Industrials
2.4K
+ 14.45%
$5.57 - $14.12 $13.4K - $33.9K
19K $260K
STWD
Starwood Property Trust, Inc.

Real Estate
4.28K
+ 2.14%
$17.28 - $20.41 $74K - $87.4K
204K $4.1M
HON
Honeywell International Inc

Industrials
12
+ 0.18%
$182.86 - $232.88 $2.19K - $2.79K
6.57K $1.53M
UBER
Uber Technologies, Inc

Technology
895
+ 37.25%
$64.62 - $93.3 $57.8K - $83.5K
3.3K $307K
SPY
Spdr S&P 500 ETF Trust

ETFs
105
+ 10.04%
$496.48 - $617.85 $52.1K - $64.9K
1.15K $711K
IVV
Ishares Core S&P 500 ETF

ETFs
4
+ 0.19%
$498.8 - $620.9 $2K - $2.48K
2.08K $1.29M
SOFI
So Fi Technologies, Inc.

Financial Services
1.95K
+ 15.06%
$9.5 - $18.21 $18.5K - $35.5K
14.9K $271K
FTNT
Fortinet, Inc.

Technology
900
+ 42.06%
$84.71 - $108.69 $76.2K - $97.8K
3.04K $321K
QCOM
Qualcomm Inc

Technology
659
New
$124.66 - $159.48 $82.2K - $105K
659 $104K
KMI
Kinder Morgan, Inc.

Energy
1.31K
+ 2.17%
$25.21 - $29.4 $33.1K - $38.6K
61.9K $1.82M
NUE
Nucor Corp

Basic Materials
23
+ 0.24%
$103.22 - $131.43 $2.37K - $3.02K
9.48K $1.23M
XPL
Solitario Zinc Corp.

Basic Materials
100K
+ 21.24%
$0.55 - $0.69 $55K - $69K
571K $371K
NOW
Service Now, Inc.

Technology
78
New
$721.65 - $1040.18 $56.3K - $81.1K
78 $80K
CSCO
Cisco Systems, Inc.

Technology
49
+ 0.49%
$53.19 - $69.38 $2.61K - $3.4K
10K $693K
JUPW
Jupiter Wellness, Inc.

Healthcare
26.3K
New
N/A
26.3K $76K
RVT
Royce Value Trust, Inc.

Financial Services
1.67K
+ 2.66%
$12.5 - $15.21 $20.9K - $25.4K
64.4K $969K
PM
Philip Morris International Inc.

Consumer Defensive
20
+ 0.69%
$149.23 - $184.95 $2.98K - $3.7K
2.94K $535K
MMM
3 M CO

Industrials
5
+ 0.06%
$126.09 - $154.15 $630 - $771
8.32K $1.27M
CWB
Spdr Bloomberg Convertible Sec

ETFs
217
+ 6.18%
$71.86 - $82.66 $15.6K - $17.9K
3.73K $308K
INTC
Intel Corp

Technology
2.9K
+ 2.91%
$18.13 - $22.69 $52.6K - $65.8K
102K $2.29M
DFUS
Dimensional ETF Tr U S Equity

ETFs
14
+ 0.28%
$53.65 - $67.02 $751 - $938
5.01K $335K
ADM
Archer Daniels Midland CO

Consumer Defensive
2
+ 0.04%
$41.79 - $54.16 $83.6 - $108
5.35K $282K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
979
+ 4.96%
$22.3 - $22.57 $21.8K - $22.1K
20.7K $465K
F
Ford Motor CO

Consumer Cyclical
638
+ 5.2%
$8.69 - $10.85 $5.54K - $6.92K
12.9K $140K
SYK
Stryker Corp

Healthcare
1
+ 0.14%
$337.37 - $395.63 $337 - $396
705 $278K
USB
Us Bancorp \De\

Financial Services
11
+ 0.22%
$36.4 - $45.76 $400 - $503
5.08K $230K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
696
+ 3.79%
$22.81 - $22.97 $15.9K - $16K
19K $436K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10
+ 0.26%
$51.16 - $62.02 $512 - $620
3.9K $241K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
247
+ 2.02%
$11.53 - $13.87 $2.85K - $3.43K
12.5K $172K
SCHV
Schwab Strategic Tr Us Large C

ETFs
43
+ 0.52%
$23.55 - $27.67 $1.01K - $1.19K
8.25K $228K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
21
+ 0.35%
$45.11 - $52.34 $947 - $1.1K
6.01K $314K
PULS
Pgim ETF Tr

ETFs
131
+ 1.21%
$49.39 - $49.76 $6.47K - $6.52K
11K $546K
V
Visa Inc.

Financial Services
1
+ 0.09%
$308.27 - $373.31 $308 - $373
1.14K $405K
VIG
Vanguard Dividend Appreciation

ETFs
33
+ 1.38%
N/A
2.43K $442K
CI
Cigna Corp

Healthcare
14
+ 1.72%
$301.89 - $340.04 $4.23K - $4.76K
830 $274K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
218
+ 0.65%
$23.29 - $23.38 $5.08K - $5.1K
33.6K $785K
TRV
Travelers Companies, Inc.

Financial Services
3
+ 0.31%
$233.83 - $276.34 $701 - $829
958 $256K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
57
+ 0.49%
$8.45 - $9.78 $482 - $557
11.6K $113K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.55%
$335.24 - $380.78 $2.01K - $2.28K
1.1K $404K
Ge Healthcare Technologies I
1
+ 0.03%
N/A
3K $0
Ge Vernova Inc
39
+ 1.54%
N/A
2.57K $0
Coreweave Inc
10.1K
New
N/A
10.1K $0
OEF
Ishares S&P 100 ETF

ETFs
2
+ 0.15%
N/A
1.35K $358K
American Healthcare Reit Inc
20
+ 0.08%
N/A
23.7K $0
WPC
W. P. Carey Inc.

Real Estate
32
+ 0.96%
$56.12 - $64.53 $1.8K - $2.06K
3.37K $209K
GBDC
Golub Capital Bdc, Inc.

Financial Services
285
+ 2.59%
$13.03 - $15.28 $3.71K - $4.35K
11.3K $165K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
95
+ 0.52%
$14.83 - $16.07 $1.41K - $1.53K
18.2K $288K
NBTB
Nbt Bancorp Inc

Financial Services
28
+ 0.57%
$38.62 - $44.8 $1.08K - $1.25K
4.97K $206K
UNP
Union Pacific Corp

Industrials
9
+ 0.46%
$208.27 - $238.46 $1.87K - $2.15K
1.97K $452K
Activity Summary
Buys All Purchases 112 New Holdings 18 Increased Positions 94 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 18 Puts 2
Track This Portfolio

Track Focused Wealth Management, Inc Portfolio

Follow Focused Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Focused Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Focused Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email