Focused Wealth Management, Inc Purchases in Q3 2024

Focused Wealth Management, Inc

  • $746 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MDT
Medtronic PLC

Healthcare
976
New
$76.84 - $91.03 $75K - $88.8K
976 $87K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
500
New
$147.95 - $191.05 $74K - $95.5K
500 $86K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
468
New
$150.01 - $182.29 $70.2K - $85.3K
468 $85K
HD
Home Depot, Inc.

Consumer Cyclical
58
+ 5.81%
$333.64 - $405.2 $19.4K - $23.5K
1.06K $428K
WFC
Wells Fargo & Company

Financial Services
1.42K
New
$51.58 - $60.97 $73K - $86.3K
1.42K $79K
RVT
Royce Value Trust, Inc.

Financial Services
827
+ 1.56%
$14.28 - $16.01 $11.8K - $13.2K
53.7K $843K
TTD
Trade Desk, Inc.

Technology
190
+ 4.11%
$83.08 - $110.79 $15.8K - $21.1K
4.82K $527K
DECK
Deckers Outdoor Corp

Consumer Cyclical
444
New
$150.73 - $974.56 $66.9K - $433K
444 $70K
UNH
Unitedhealth Group Inc

Healthcare
50
+ 9.49%
$488.01 - $604.18 $24.4K - $30.2K
577 $337K
GTLB
Gitlab Inc.

Technology
1.3K
New
$40.84 - $56.2 $53.1K - $73.1K
1.3K $67K
FROG
J Frog LTD

Technology
2.2K
New
$24.68 - $39.51 $54.3K - $86.9K
2.2K $63K
ILMN
Illumina, Inc.

Healthcare
485
New
$105.28 - $135.9 $51.1K - $65.9K
485 $63K
PAAS
Pan American Silver Corp

Basic Materials
3K
New
$18.58 - $24.18 $55.7K - $72.5K
3K $62K
PM
Philip Morris International Inc.

Consumer Defensive
28
+ 0.97%
$101.25 - $127.45 $2.84K - $3.57K
2.92K $354K
VZ
Verizon Communications Inc

Communication Services
198
+ 1.4%
$38.89 - $45.0 $7.7K - $8.91K
14.4K $645K
PANW
Palo Alto Networks Inc

Technology
175
New
$294.18 - $368.01 $51.5K - $64.4K
175 $59K
CRM
Salesforce, Inc.

Technology
83
+ 4.41%
$238.42 - $276.53 $19.8K - $23K
1.97K $538K
V
Visa Inc.

Financial Services
138
+ 13.88%
$253.74 - $291.56 $35K - $40.2K
1.13K $311K
EIX
Edison International

Utilities
1
+ 0.03%
$71.19 - $87.72 $71.2 - $87.7
3.14K $273K
EOSE
Eos Energy Enterprises, Inc.

Industrials
15.5K
New
$1.41 - $2.97 $21.9K - $46K
15.5K $46K
BNY
Blackrock New York Municipal Income Trust

Financial Services
978
+ 0.83%
$10.65 - $11.03 $10.4K - $10.8K
118K $1.3M
INTC
Intel Corp

Technology
19.7K
+ 35.22%
$18.9 - $34.87 $371K - $685K
75.4K $1.77M
UNP
Union Pacific Corp

Industrials
9
+ 0.46%
$221.78 - $256.09 $2K - $2.3K
1.96K $481K
AWK
American Water Works Company, Inc.

Utilities
12
+ 0.54%
$127.76 - $149.9 $1.53K - $1.8K
2.25K $328K
IVW
Ishares S&P 500 Growth ETF

ETFs
9
+ 0.08%
$84.77 - $97.13 $763 - $874
11.1K $1.06M
SYY
Sysco Corp

Consumer Defensive
475
New
$69.16 - $78.98 $32.9K - $37.5K
475 $37K
FXR
First Trust Industrials/Produc

ETFs
464
New
$66.85 - $75.76 $31K - $35.2K
464 $35K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
233
+ 0.29%
$10.66 - $11.16 $2.48K - $2.6K
80.8K $901K
NDAQ
Nasdaq, Inc.

Financial Services
473
New
$59.48 - $74.31 $28.1K - $35.1K
473 $34K
CL
Colgate Palmolive CO

Consumer Defensive
4
+ 0.08%
$95.54 - $108.77 $382 - $435
4.76K $494K
VUG
Vanguard Growth ETF

ETFs
20
+ 0.79%
$341.08 - $391.94 $6.82K - $7.84K
2.55K $977K
SLB
Schlumberger Limited

Energy
788
New
$39.57 - $49.67 $31.2K - $39.1K
788 $33K
PG
Procter & Gamble CO

Consumer Defensive
18
+ 0.55%
$160.76 - $177.82 $2.89K - $3.2K
3.28K $567K
USRT
Ishares Core U.S. Reit ETF

ETFs
485
New
$53.07 - $62.66 $25.7K - $30.4K
485 $29K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.14%
$517.38 - $573.86 $517 - $574
734 $421K
MPW
Medical Properties Trust Inc

Real Estate
16
+ 0.11%
$4.03 - $6.38 $64.5 - $102
14.7K $86K
VEA
Vanguard Ftse Developed Market

ETFs
427
New
$47.6 - $53.31 $20.3K - $22.8K
427 $22K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
695
+ 4.44%
$22.55 - $23.1 $15.7K - $16.1K
16.3K $376K
BOND
Pimco Active Bond Exchange Tra

ETFs
28
+ 0.51%
$90.01 - $95.32 $2.52K - $2.67K
5.54K $523K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
481
New
$39.71 - $44.22 $19.1K - $21.3K
481 $21K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
88
+ 0.49%
$15.25 - $17.31 $1.34K - $1.52K
17.9K $297K
ENB
Enbridge Inc

Energy
497
New
$35.27 - $41.18 $17.5K - $20.5K
497 $20K
SCHV
Schwab Strategic Tr Us Large C

ETFs
32
+ 1.16%
$73.43 - $80.37 $2.35K - $2.57K
2.79K $224K
EEM
Ishares Msci Emerging Markets

ETFs
437
New
$40.42 - $46.7 $17.7K - $20.4K
437 $20K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
565
+ 1.76%
$23.13 - $23.43 $13.1K - $13.2K
32.6K $763K
KMB
Kimberly Clark Corp

Consumer Defensive
3
+ 0.06%
$135.05 - $148.35 $405 - $445
4.64K $660K
DFUS
Dimensional ETF Tr U S Equity

ETFs
12
+ 0.24%
$56.04 - $62.2 $672 - $746
4.97K $308K
CSX
Csx Corp

Industrials
479
New
$32.48 - $35.45 $15.6K - $17K
479 $16K
BWA
Borgwarner Inc

Consumer Cyclical
456
New
$31.19 - $36.75 $14.2K - $16.8K
456 $16K
Activity Summary
Buys All Purchases 138 New Holdings 50 Increased Positions 88 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 23 Puts 8
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