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
AWK
American Water Works Company, Inc.

Utilities
13
+ 0.58%
$121.01 - $149.31 $1.57K - $1.94K
2.27K $334K
KMB
Kimberly Clark Corp

Consumer Defensive
3
+ 0.06%
$124.46 - $147.4 $373 - $442
4.65K $661K
STLD
Steel Dynamics Inc

Basic Materials
512
New
N/A
512 $50K
ABNB
Airbnb, Inc.

Consumer Cyclical
426
New
$119.38 - $161.42 $50.9K - $68.8K
426 $50K
NVO
Novo Nordisk A S

Healthcare
1.73K
+ 39.58%
$69.3 - $90.95 $120K - $157K
6.09K $422K
V
Visa Inc.

Financial Services
25
+ 2.24%
$306.92 - $362.71 $7.67K - $9.07K
1.14K $399K
CI
Cigna Corp

Healthcare
4
+ 0.49%
$274.49 - $329.0 $1.1K - $1.32K
816 $268K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.49K
+ 8.82%
$22.77 - $22.94 $33.9K - $34.1K
18.4K $420K
NFLX
Netflix Inc

Communication Services
2
+ 0.25%
$828.4 - $1058.6 $1.66K - $2.12K
793 $739K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
83
+ 12.65%
$408.78 - $448.82 $33.9K - $37.3K
739 $310K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
61
+ 0.34%
$15.05 - $16.47 $918 - $1K
18.1K $290K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
634
+ 1.94%
$23.29 - $23.38 $14.8K - $14.8K
33.4K $780K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
34
+ 0.25%
$42.18 - $45.16 $1.43K - $1.54K
13.8K $611K
CL
Colgate Palmolive CO

Consumer Defensive
5
+ 0.1%
$85.68 - $97.5 $428 - $488
4.77K $446K
SYK
Stryker Corp

Healthcare
2
+ 0.28%
$355.18 - $399.9 $710 - $800
704 $262K
BNY
Blackrock New York Municipal Income Trust

Financial Services
1.06K
+ 0.96%
$10.13 - $10.6 $10.7K - $11.2K
111K $1.13M
PULS
Pgim ETF Tr

ETFs
137
+ 1.28%
$49.56 - $49.78 $6.79K - $6.82K
10.9K $539K
GBDC
Golub Capital Bdc, Inc.

Financial Services
392
+ 3.69%
$14.46 - $15.96 $5.67K - $6.26K
11K $166K
VIG
Vanguard Dividend Appreciation

ETFs
9
+ 0.38%
N/A
2.4K $436K
MTB
M&T Bank Corp

Financial Services
93
+ 5.37%
$170.47 - $201.98 $15.9K - $18.8K
1.82K $326K
Super Micro Computer Inc
10K
+ 47.25%
N/A
31.2K $0
American Healthcare Reit Inc
21
+ 0.09%
N/A
23.7K $0
FCX
Freeport Mcmoran Inc

Basic Materials
20
+ 0.31%
$34.5 - $43.01 $690 - $860
6.45K $244K
OKE
Oneok Inc

Energy
32
+ 0.99%
$89.57 - $109.85 $2.87K - $3.52K
3.26K $323K
SOTK
Sono Tek Corp

Technology
1K
+ 8.1%
$3.58 - $4.39 $3.58K - $4.39K
13.3K $48K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
235
+ 1.88%
$10.43 - $10.86 $2.45K - $2.55K
12.7K $132K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
972
+ 8.63%
$51.45 - $58.51 $50K - $56.9K
12.2K $633K
CWB
Spdr Bloomberg Convertible Sec

ETFs
8
+ 0.23%
$75.99 - $81.58 $608 - $653
3.51K $269K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
197
+ 1.51%
$14.21 - $15.67 $2.8K - $3.09K
13.3K $188K
GS
Goldman Sachs Group Inc

Financial Services
217
+ 4.52%
$524.81 - $672.19 $114K - $146K
5.02K $2.74M
MAIN
Main Street Capital Corp

Financial Services
26
+ 0.56%
$54.71 - $63.1 $1.42K - $1.64K
4.66K $263K
ADM
Archer Daniels Midland CO

Consumer Defensive
2
+ 0.04%
$45.22 - $52.17 $90.4 - $104
5.34K $256K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8
+ 0.21%
$57.21 - $65.8 $458 - $526
3.89K $226K
DFUS
Dimensional ETF Tr U S Equity

ETFs
11
+ 0.22%
$59.61 - $66.71 $656 - $734
5K $302K
HD
Home Depot, Inc.

Consumer Cyclical
15
+ 1.39%
$347.25 - $424.87 $5.21K - $6.37K
1.1K $402K
NBTB
Nbt Bancorp Inc

Financial Services
25
+ 0.51%
$42.51 - $49.14 $1.06K - $1.23K
4.94K $212K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2
+ 0.04%
$196.12 - $229.48 $392 - $459
5.53K $1.12M
SCHG
Schwab Strategic Tr Us Large C

ETFs
918
+ 5.18%
$24.91 - $29.02 $22.9K - $26.6K
18.6K $466K
MRK
Merck & Co., Inc.

Healthcare
484
+ 6.44%
$83.01 - $101.02 $40.2K - $48.9K
8K $718K
MSFT
Microsoft Corp

Technology
1.17K
+ 11.44%
$375.39 - $447.2 $438K - $522K
11.4K $4.27M
EIX
Edison International

Utilities
502
+ 15.97%
$50.06 - $80.01 $25.1K - $40.2K
3.65K $214K
KOPN
Kopin Corp

Technology
1.36K
+ 1.27%
$0.93 - $2.03 $1.26K - $2.76K
108K $100K
SHOP
Shopify Inc.

Technology
30
+ 0.47%
$90.59 - $129.31 $2.72K - $3.88K
6.43K $613K
RVT
Royce Value Trust, Inc.

Financial Services
1.86K
+ 3.05%
$14.07 - $16.68 $26.1K - $31K
62.7K $893K
RSP
Invesco S&P 500 Equal Weight E

ETFs
335
+ 0.48%
$169.43 - $182.84 $56.8K - $61.3K
70.5K $12.2M
HON
Honeywell International Inc

Industrials
2
+ 0.03%
$202.75 - $226.52 $406 - $453
6.56K $1.39M
ORCL
Oracle Corp

Technology
1
+ 0.03%
$139.81 - $186.47 $140 - $186
3.96K $553K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
11.5K
+ 3.63%
$12.94 - $14.29 $149K - $165K
329K $4.31M
CAT
Caterpillar Inc

Industrials
224
+ 2.89%
$326.75 - $407.63 $73.2K - $91.3K
7.96K $2.63M
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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