Focused Wealth Management, Inc Incresed Positions in Q2 2025

Focused Wealth Management, Inc

  • $820 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
32.3K
+ 22.86%
$416.06 - $551.64 $13.5M - $17.8M
174K $95.9M
NVDA
Nvidia Corp

Technology
15.8K
+ 46.72%
$94.31 - $157.99 $1.49M - $2.49M
49.5K $7.82M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
32.6K
+ 708.99%
$60.22 - $80.1 $1.96M - $2.61M
37.2K $2.98M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
10.8K
+ 2.15%
$39.89 - $49.46 $431K - $534K
514K $25.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
21.5K
+ 5.02%
$79.56 - $82.92 $1.71M - $1.79M
451K $37.4M
META
Meta Platforms, Inc.

Communication Services
129
+ 1.23%
$484.66 - $738.09 $62.5K - $95.2K
10.6K $7.81M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.39K
+ 0.61%
$75.29 - $91.16 $105K - $127K
229K $20.6M
MSFT
Microsoft Corp

Technology
329
+ 2.89%
$354.56 - $497.45 $117K - $164K
11.7K $5.82M
CEG
Constellation Energy Corp

Utilities
3.73K
+ 134.61%
$170.96 - $322.76 $638K - $1.21M
6.51K $2.1M
GOOGL
Alphabet Inc.

Communication Services
3.6K
+ 9.13%
$144.7 - $178.6 $521K - $643K
43.1K $7.59M
XLF
Financial Sector Spdr

ETFs
4.61K
+ 1.02%
$43.92 - $52.37 $202K - $241K
456K $23.9M
AMZN
Amazon Com Inc

Consumer Cyclical
1.79K
+ 5.22%
$167.32 - $223.3 $299K - $399K
36K $7.9M
VB
Vanguard Small Cap ETF

ETFs
1.5K
+ 3.14%
$193.73 - $237.37 $290K - $356K
49.2K $11.7M
C
Citigroup Inc

Financial Services
4.56K
+ 9.92%
$58.13 - $85.12 $265K - $388K
50.5K $4.3M
GS
Goldman Sachs Group Inc

Financial Services
258
+ 5.14%
$462.22 - $707.75 $119K - $183K
5.27K $3.73M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
639
+ 0.31%
$114.78 - $133.31 $73.3K - $85.2K
207K $27.6M
VST
Vistra Corp.

Utilities
2.57K
+ 48.11%
$98.07 - $195.04 $252K - $501K
7.91K $1.53M
BAC
Bank Of America Corp

Financial Services
1.29K
+ 0.92%
$34.39 - $47.46 $44.4K - $61.2K
142K $6.72M
RSP
Invesco S&P 500 Equal Weight E

ETFs
281
+ 0.4%
$152.93 - $181.74 $43K - $51.1K
70.8K $12.9M
JPM
Jpmorgan Chase & CO

Financial Services
296
+ 2.84%
$210.28 - $289.91 $62.2K - $85.8K
10.7K $3.1M
UNH
Unitedhealth Group Inc

Healthcare
2.08K
+ 419.32%
$274.35 - $599.47 $572K - $1.25M
2.58K $805K
CAT
Caterpillar Inc

Industrials
171
+ 2.15%
$273.94 - $388.21 $46.8K - $66.4K
8.13K $3.16M
PLTR
Palantir Technologies Inc.

Technology
94
+ 0.97%
$74.01 - $144.25 $6.96K - $13.6K
9.77K $1.33M
BX
Blackstone Inc.

Financial Services
145
+ 0.29%
$120.07 - $151.11 $17.4K - $21.9K
49.6K $7.42M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.18K
+ 58.7%
$45.88 - $54.4 $330K - $391K
19.4K $1.06M
WMT
Walmart Inc.

Consumer Defensive
1.01K
+ 4.13%
$81.79 - $99.98 $82.2K - $100K
25.3K $2.48M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
5.16K
+ 1.57%
$11.71 - $13.88 $60.4K - $71.6K
334K $4.63M
ORCL
Oracle Corp

Technology
3
+ 0.08%
$122.82 - $218.63 $368 - $656
3.96K $866K
VFH
Vanguard Financial ETF

ETFs
1.73K
+ 51.78%
$104.87 - $127.3 $181K - $220K
5.07K $644K
ACHR
Archer Aviation Inc.

Industrials
6.4K
+ 16.0%
$6.2 - $13.3 $39.7K - $85.1K
46.4K $503K
GOOG
Alphabet Inc.

Communication Services
5
+ 0.05%
$146.58 - $180.01 $733 - $900
9.27K $1.64M
IVW
Ishares S&P 500 Growth ETF

ETFs
6
+ 0.05%
$82.96 - $110.1 $498 - $661
11K $1.21M
IEF
Ishares Barclays

ETFs
1.76K
+ 7.55%
$93.15 - $96.56 $164K - $170K
25K $2.4M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
32.9K
+ 5.23%
$15.44 - $16.72 $509K - $551K
663K $10.7M
T
At&T Inc.

Communication Services
3.97K
+ 5.04%
$26.33 - $28.94 $104K - $115K
82.7K $2.39M
VTI
Vanguard Total Stock Market Et

ETFs
45
+ 0.97%
$243.75 - $303.93 $11K - $13.7K
4.66K $1.42M
STWD
Starwood Property Trust, Inc.

Real Estate
4.28K
+ 2.14%
$17.28 - $20.41 $74K - $87.4K
204K $4.1M
PCT
Pure Cycle Technologies, Inc.

Industrials
2.4K
+ 14.45%
$5.57 - $14.12 $13.4K - $33.9K
19K $260K
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
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
CSCO
Cisco Systems, Inc.

Technology
49
+ 0.49%
$53.19 - $69.38 $2.61K - $3.4K
10K $693K
RVT
Royce Value Trust, Inc.

Financial Services
1.67K
+ 2.66%
$12.5 - $15.21 $20.9K - $25.4K
64.4K $969K
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
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