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
MTB
M&T Bank Corp

Financial Services
93
+ 5.37%
$170.47 - $201.98 $15.9K - $18.8K
1.82K $326K
FCX
Freeport Mcmoran Inc

Basic Materials
20
+ 0.31%
$34.5 - $43.01 $690 - $860
6.45K $244K
American Healthcare Reit Inc
21
+ 0.09%
N/A
23.7K $0
Super Micro Computer Inc
10K
+ 47.25%
N/A
31.2K $0
SOTK
Sono Tek Corp

Technology
1K
+ 8.1%
$3.58 - $4.39 $3.58K - $4.39K
13.3K $48K
OKE
Oneok Inc

Energy
32
+ 0.99%
$89.57 - $109.85 $2.87K - $3.52K
3.26K $323K
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
ADM
Archer Daniels Midland CO

Consumer Defensive
2
+ 0.04%
$45.22 - $52.17 $90.4 - $104
5.34K $256K
DFUS
Dimensional ETF Tr U S Equity

ETFs
11
+ 0.22%
$59.61 - $66.71 $656 - $734
5K $302K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8
+ 0.21%
$57.21 - $65.8 $458 - $526
3.89K $226K
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
BAC
Bank Of America Corp

Financial Services
2.83K
+ 2.05%
$39.61 - $47.74 $112K - $135K
141K $5.87M
GOOG
Alphabet Inc.

Communication Services
599
+ 6.91%
$156.06 - $207.71 $93.5K - $124K
9.27K $1.45M
GOOGL
Alphabet Inc.

Communication Services
5.35K
+ 15.66%
$154.33 - $206.19 $825K - $1.1M
39.5K $6.1M
VB
Vanguard Small Cap ETF

ETFs
1.96K
+ 4.29%
$217.89 - $252.64 $428K - $496K
47.7K $10.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.32K
+ 4.56%
$247.97 - $296.33 $326K - $390K
30.2K $7.6M
AMZN
Amazon Com Inc

Consumer Cyclical
2.02K
+ 6.28%
$190.26 - $242.06 $385K - $489K
34.2K $6.51M
BX
Blackstone Inc.

Financial Services
324
+ 0.66%
$136.53 - $186.74 $44.2K - $60.5K
49.5K $6.91M
AAPL
Apple Inc.

Technology
906
+ 0.86%
$209.68 - $247.1 $190K - $224K
106K $23.5M
TSLA
Tesla, Inc.

Consumer Cyclical
874
+ 3.89%
$222.15 - $428.22 $194K - $374K
23.3K $6.05M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.82K
+ 2.78%
$468.34 - $539.52 $1.79M - $2.06M
141K $66.3M
SPYG
Spdr Portfolio

ETFs
33.2K
+ 2.3%
$80.05 - $92.39 $2.66M - $3.06M
1.47M $118M
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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