Focused Wealth Management, Inc Incresed Positions in Q1 2025

Focused Wealth Management, Inc

  • $737 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
24.4K
+ 4.05%
$167.73 - $179.21 $4.1M - $4.38M
628K $108M
VCIT
Vanguard Intermediate Term Cor

ETFs
26.2K
+ 6.5%
$79.17 - $82.04 $2.07M - $2.15M
429K $35.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.6K
+ 6.06%
$71.17 - $73.66 $1.18M - $1.22M
290K $21.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20.5K
+ 4.24%
$42.5 - $46.71 $871K - $957K
503K $22.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12.8K
+ 7.76%
$91.45 - $91.75 $1.17M - $1.17M
178K $16.3M
XLF
Financial Sector Spdr

ETFs
9.51K
+ 2.15%
$47.32 - $52.19 $450K - $496K
451K $22.5M
IBM
International Business Machines Corp

Technology
2.14K
+ 18.82%
$217.4 - $264.74 $465K - $567K
13.5K $3.36M
INTC
Intel Corp

Technology
27.1K
+ 37.43%
$19.1 - $27.39 $518K - $742K
99.5K $2.26M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.4K
+ 0.62%
$78.97 - $85.82 $110K - $120K
227K $18.9M
NVDA
Nvidia Corp

Technology
12.1K
+ 55.57%
$106.98 - $149.43 $1.29M - $1.8M
33.7K $3.66M
T
At&T Inc.

Communication Services
11.7K
+ 17.49%
$21.56 - $28.28 $253K - $331K
78.7K $2.23M
ABBV
Abb Vie Inc.

Healthcare
1.91K
+ 33.12%
$169.2 - $216.66 $322K - $413K
7.66K $1.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
893
+ 224.37%
$507.05 - $563.67 $453K - $503K
1.29K $663K
STWD
Starwood Property Trust, Inc.

Real Estate
14.9K
+ 8.05%
$18.41 - $20.53 $274K - $306K
200K $3.95M
IEF
Ishares Barclays

ETFs
3.32K
+ 16.66%
$91.17 - $95.39 $303K - $317K
23.3K $2.22M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
286
+ 0.14%
$126.11 - $135.06 $36.1K - $38.6K
206K $26.6M
XOM
Exxon Mobil Corp

Energy
77
+ 0.32%
$105.44 - $118.93 $8.12K - $9.16K
24K $2.86M
MO
Altria Group, Inc.

Consumer Defensive
335
+ 1.09%
$50.81 - $60.02 $17K - $20.1K
31K $1.86M
JNJ
Johnson & Johnson

Healthcare
141
+ 1.43%
$142.06 - $167.7 $20K - $23.6K
10K $1.66M
VZ
Verizon Communications Inc

Communication Services
3.03K
+ 20.89%
$37.81 - $46.49 $115K - $141K
17.6K $796K
LLY
Eli Lilly & CO

Healthcare
150
+ 21.71%
$725.72 - $929.72 $109K - $139K
841 $694K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.23K
+ 3.83%
$56.17 - $59.71 $182K - $193K
87.7K $5.01M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
20.2K
+ 3.8%
$8.11 - $8.58 $163K - $173K
550K $4.48M
JPM
Jpmorgan Chase & CO

Financial Services
288
+ 2.85%
$225.19 - $279.95 $64.9K - $80.6K
10.4K $2.55M
PFE
Pfizer Inc

Healthcare
9.43K
+ 9.8%
$25.01 - $27.13 $236K - $256K
106K $2.68M
C
Citigroup Inc

Financial Services
1.16K
+ 2.59%
$67.23 - $84.63 $78K - $98.2K
45.9K $3.26M
SPY
Spdr S&P 500 ETF Trust

ETFs
183
+ 21.21%
$551.42 - $612.93 $101K - $112K
1.05K $585K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.18K
+ 19.21%
$22.11 - $22.43 $70.3K - $71.3K
19.7K $442K
KMI
Kinder Morgan, Inc.

Energy
194
+ 0.32%
$26.1 - $31.22 $5.06K - $6.06K
60.6K $1.73M
WMT
Walmart Inc.

Consumer Defensive
1.38K
+ 6.02%
$84.5 - $105.05 $117K - $145K
24.3K $2.13M
XPL
Solitario Zinc Corp.

Basic Materials
100K
+ 26.96%
$0.6 - $0.77 $60K - $77K
471K $282K
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
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
AMD
Advanced Micro Devices Inc

Technology
647
+ 27.4%
$96.63 - $129.55 $62.5K - $83.8K
3.01K $309K
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
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
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