Focused Wealth Management, Inc Purchases in Q3 2025

Focused Wealth Management, Inc

  • $906 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
130
+ 10.34%
$567.77 - $614.76 $73.8K - $79.9K
1.39K $849K
IEF
Ishares Barclays

ETFs
1.2K
+ 4.79%
$93.91 - $97.26 $113K - $117K
26.2K $2.53M
DDOG
Datadog, Inc.

Technology
850
New
$124.52 - $155.15 $106K - $132K
850 $121K
IVV
Ishares Core S&P 500 ETF

ETFs
29
+ 1.39%
$620.67 - $670.08 $18K - $19.4K
2.11K $1.41M
IVW
Ishares S&P 500 Growth ETF

ETFs
7
+ 0.06%
$108.97 - $121.65 $763 - $852
11K $1.33M
CEG
Constellation Energy Corp

Utilities
225
+ 3.46%
$298.82 - $354.89 $67.2K - $79.9K
6.73K $2.22M
DD
Du Pont De Nemours, Inc.

Basic Materials
1.14K
New
$69.9 - $78.26 $79.3K - $88.8K
1.14K $88K
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.25K
New
$65.64 - $78.22 $82.1K - $97.8K
1.25K $83K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.05K
+ 1.19%
$55.61 - $57.37 $58.1K - $60K
88.7K $5.07M
XLK
Technology Sector Spdr

ETFs
177
+ 18.08%
$250.97 - $282.66 $44.4K - $50K
1.16K $325K
BNY
Blackrock New York Municipal Income Trust

Financial Services
1.76K
+ 1.59%
$9.35 - $10.19 $16.5K - $17.9K
113K $1.14M
HD
Home Depot, Inc.

Consumer Cyclical
54
+ 4.9%
$357.4 - $423.42 $19.3K - $22.9K
1.16K $468K
SNOW
Snowflake Inc.

Technology
273
New
$191.73 - $241.0 $52.3K - $65.8K
273 $61K
NEE
Nextera Energy Inc

Utilities
7
+ 0.08%
$69.77 - $77.54 $488 - $543
8.6K $649K
GLD
Spdr Gold Trust

ETFs
33
+ 4.04%
$300.96 - $355.47 $9.93K - $11.7K
849 $301K
SCHG
Schwab Strategic Tr Us Large C

ETFs
38
+ 0.2%
$28.92 - $32.19 $1.1K - $1.22K
18.7K $595K
CVX
Chevron Corp

Energy
149
+ 8.31%
$145.57 - $161.83 $21.7K - $24.1K
1.94K $301K
NTRS
Northern Trust Corp

Financial Services
300
New
$123.6 - $134.6 $37.1K - $40.4K
300 $40K
ADM
Archer Daniels Midland CO

Consumer Defensive
1
+ 0.02%
$53.54 - $64.21 $53.5 - $64.2
5.35K $319K
LLY
Eli Lilly & CO

Healthcare
62
+ 8.86%
$625.65 - $812.69 $38.8K - $50.4K
762 $581K
META
Meta Platforms, Inc.

Communication Services
100
+ 0.94%
$695.21 - $791.73 $69.5K - $79.2K
10.7K $7.85M
WELL
Welltower Inc.

Real Estate
2
+ 0.15%
$150.71 - $178.14 $301 - $356
1.36K $242K
SCHA
Schwab Strategic Tr Us Small C

ETFs
65
+ 0.54%
$25.29 - $28.33 $1.64K - $1.84K
12.2K $339K
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.3%
$215.01 - $273.02 $645 - $819
988 $248K
DFUS
Dimensional ETF Tr U S Equity

ETFs
12
+ 0.24%
$67.01 - $72.84 $804 - $874
5.02K $363K
O
Realty Income Corp

Real Estate
38
+ 0.48%
$56.13 - $60.79 $2.13K - $2.31K
7.96K $483K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.12K
+ 5.38%
$22.36 - $22.52 $24.9K - $25.1K
21.8K $491K
MMM
3 M CO

Industrials
5
+ 0.06%
$144.41 - $160.2 $722 - $801
8.32K $1.29M
WPC
W. P. Carey Inc.

Real Estate
32
+ 0.95%
$61.29 - $68.7 $1.96K - $2.2K
3.4K $229K
MCD
Mcdonalds Corp

Consumer Cyclical
33
+ 4.05%
$291.67 - $316.99 $9.63K - $10.5K
848 $257K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
25
+ 0.42%
$52.12 - $55.33 $1.3K - $1.38K
6.03K $333K
PEP
Pepsico Inc

Consumer Defensive
14
+ 0.73%
$133.81 - $152.16 $1.87K - $2.13K
1.93K $271K
F
Ford Motor CO

Consumer Cyclical
209
+ 1.62%
$10.82 - $12.09 $2.26K - $2.53K
13.1K $156K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
663
+ 3.48%
$22.84 - $22.95 $15.1K - $15.2K
19.7K $452K
UNP
Union Pacific Corp

Industrials
9
+ 0.46%
$214.91 - $237.16 $1.93K - $2.13K
1.98K $467K
SCHV
Schwab Strategic Tr Us Large C

ETFs
42
+ 0.51%
$27.61 - $29.15 $1.16K - $1.22K
8.3K $241K
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.42%
$250.62 - $279.43 $1K - $1.12K
962 $268K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
96
+ 0.53%
$15.52 - $16.28 $1.49K - $1.56K
18.3K $296K
HYD
Vaneck High Yield Muni ETF

ETFs
22
+ 0.33%
$48.85 - $50.94 $1.07K - $1.12K
6.77K $344K
MUB
Ishares National Muni Bond ETF

ETFs
9
+ 0.39%
$103.24 - $106.68 $929 - $960
2.3K $244K
ED
Consolidated Edison Inc

Utilities
25
+ 0.67%
$95.57 - $105.36 $2.39K - $2.63K
3.74K $376K
AWK
American Water Works Company, Inc.

Utilities
13
+ 0.58%
$135.05 - $147.0 $1.76K - $1.91K
2.27K $315K
SCHW
Schwab Charles Corp

Financial Services
21
New
$91.03 - $98.69 $1.91K - $2.07K
21 $2K
NBTB
Nbt Bancorp Inc

Financial Services
29
+ 0.58%
$40.56 - $45.07 $1.18K - $1.31K
5K $208K
Vanguard Instl Index Fd
309K
New
N/A
309K $0
Ge Healthcare Technologies I
62
+ 2.07%
N/A
3.06K $0
Ge Vernova Inc
96
+ 3.74%
N/A
2.66K $0
Goldman Sachs ETF Tr
80.3K
New
N/A
80.3K $0
Gsr Iii Acquisition Corp
25K
New
N/A
25K $0
Activity Summary
Buys All Purchases 115 New Holdings 18 Increased Positions 97 Sells All Sells 63 Reductions 63 Sold out 0 Options Calls 23 Puts 2
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