Focused Wealth Management, Inc Incresed Positions in Q3 2025

Focused Wealth Management, Inc

  • $906 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
31K
+ 4.97%
$175.51 - $186.57 $5.45M - $5.79M
655K $122M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.9K
+ 1.67%
$546.99 - $602.2 $1.59M - $1.75M
177K $106M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
65.6K
+ 79.41%
$91.44 - $91.77 $6M - $6.02M
148K $13.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
45.1K
+ 10.0%
$81.75 - $84.54 $3.69M - $3.81M
496K $41.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20.5K
+ 3.98%
$49.43 - $54.52 $1.01M - $1.12M
535K $29M
GOOGL
Alphabet Inc.

Communication Services
1.71K
+ 3.98%
$174.36 - $254.72 $299K - $436K
44.8K $10.9M
TSLA
Tesla, Inc.

Consumer Cyclical
97
+ 0.41%
$293.94 - $444.72 $28.5K - $43.1K
23.7K $10.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.46K
+ 213.55%
$617.65 - $666.84 $1.52M - $1.64M
3.61K $2.4M
NVDA
Nvidia Corp

Technology
992
+ 2.0%
$153.3 - $186.58 $152K - $185K
50.5K $9.42M
UNH
Unitedhealth Group Inc

Healthcare
4.18K
+ 161.76%
$237.77 - $353.61 $993K - $1.48M
6.76K $2.33M
XLF
Financial Sector Spdr

ETFs
12.2K
+ 2.67%
$51.37 - $54.25 $626K - $661K
468K $25.2M
JMBS
Janus Detroit Str Tr Henderson

ETFs
24.2K
+ 10.12%
$44.34 - $45.94 $1.08M - $1.11M
264K $12.1M
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
54.8K
+ 8.27%
$15.6 - $16.63 $855K - $911K
718K $11.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
15K
+ 9.7%
$72.57 - $74.72 $1.09M - $1.12M
169K $12.6M
CAT
Caterpillar Inc

Industrials
172
+ 2.11%
$390.92 - $477.15 $67.2K - $82.1K
8.31K $3.96M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.05K
+ 2.76%
$100.37 - $100.74 $707K - $710K
262K $26.4M
RSP
Invesco S&P 500 Equal Weight E

ETFs
308
+ 0.44%
$181.56 - $190.33 $55.9K - $58.6K
71.1K $13.5M
GS
Goldman Sachs Group Inc

Financial Services
108
+ 2.05%
$696.56 - $806.32 $75.2K - $87.1K
5.38K $4.29M
GE
General Electric CO

Industrials
162
+ 1.49%
$244.75 - $305.63 $39.6K - $49.5K
11K $3.31M
ABBV
Abb Vie Inc.

Healthcare
501
+ 6.32%
$184.85 - $231.54 $92.6K - $116K
8.43K $1.95M
PLTR
Palantir Technologies Inc.

Technology
96
+ 0.98%
$130.68 - $186.97 $12.5K - $17.9K
9.87K $1.8M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
824
+ 2.22%
$79.52 - $89.63 $65.5K - $73.9K
38K $3.39M
PRTA
Prothena Corp Public LTD CO

Healthcare
25K
+ 77.81%
$6.22 - $9.76 $156K - $244K
57.1K $557K
VONV
Vanguard Russell 1000 Value Et

ETFs
1.44K
+ 2.58%
$84.55 - $89.54 $122K - $129K
57.4K $5.13M
KOPN
Kopin Corp

Technology
99.3K
+ 91.91%
$1.54 - $2.71 $153K - $269K
207K $493K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10.3K
+ 21.93%
$26.38 - $27.95 $271K - $287K
57.1K $1.56M
ORCL
Oracle Corp

Technology
204
+ 5.15%
$218.96 - $328.33 $44.7K - $67K
4.17K $1.17M
JPM
Jpmorgan Chase & CO

Financial Services
100
+ 0.93%
$282.78 - $316.06 $28.3K - $31.6K
10.8K $3.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
224
+ 2.14%
$459.11 - $506.91 $103K - $114K
10.7K $5.36M
WMT
Walmart Inc.

Consumer Defensive
1.35K
+ 5.33%
$94.4 - $104.27 $127K - $141K
26.7K $2.75M
T
At&T Inc.

Communication Services
11.1K
+ 13.38%
$26.94 - $29.62 $298K - $328K
93.7K $2.65M
JNJ
Johnson & Johnson

Healthcare
23
+ 0.34%
$155.17 - $185.42 $3.57K - $4.26K
6.88K $1.28M
DUK
Duke Energy Corp

Utilities
1.74K
+ 94.01%
$116.31 - $125.93 $203K - $219K
3.6K $445K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1.92K
+ 0.35%
$8.55 - $9.1 $16.4K - $17.4K
551K $5.01M
WFC
Wells Fargo & Company

Financial Services
2.33K
+ 89.22%
$77.05 - $85.16 $180K - $199K
4.95K $414K
VIG
Vanguard Dividend Appreciation

ETFs
1.05K
+ 43.25%
N/A
3.48K $633K
AMZN
Amazon Com Inc

Consumer Cyclical
795
+ 2.21%
$211.65 - $238.24 $168K - $189K
36.8K $8.08M
PFE
Pfizer Inc

Healthcare
1.51K
+ 1.39%
$23.29 - $25.88 $35.2K - $39.1K
110K $2.8M
V
Visa Inc.

Financial Services
552
+ 48.38%
$332.09 - $358.86 $183K - $198K
1.69K $577K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.64K
+ 8.44%
$53.81 - $57.52 $88.2K - $94.3K
21.1K $1.21M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
117
+ 5.9%
$103.83 - $179.9 $12.1K - $21K
2.1K $375K
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
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
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
IBM
International Business Machines Corp

Technology
866
+ 6.43%
$234.77 - $292.47 $203K - $253K
14.3K $4.04M
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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