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
PM
Philip Morris International Inc.

Consumer Defensive
20
+ 0.69%
$149.23 - $184.95 $2.98K - $3.7K
2.94K $535K
MMM
3 M CO

Industrials
5
+ 0.06%
$126.09 - $154.15 $630 - $771
8.32K $1.27M
CWB
Spdr Bloomberg Convertible Sec

ETFs
217
+ 6.18%
$71.86 - $82.66 $15.6K - $17.9K
3.73K $308K
INTC
Intel Corp

Technology
2.9K
+ 2.91%
$18.13 - $22.69 $52.6K - $65.8K
102K $2.29M
DFUS
Dimensional ETF Tr U S Equity

ETFs
14
+ 0.28%
$53.65 - $67.02 $751 - $938
5.01K $335K
ADM
Archer Daniels Midland CO

Consumer Defensive
2
+ 0.04%
$41.79 - $54.16 $83.6 - $108
5.35K $282K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
979
+ 4.96%
$22.3 - $22.57 $21.8K - $22.1K
20.7K $465K
F
Ford Motor CO

Consumer Cyclical
638
+ 5.2%
$8.69 - $10.85 $5.54K - $6.92K
12.9K $140K
SYK
Stryker Corp

Healthcare
1
+ 0.14%
$337.37 - $395.63 $337 - $396
705 $278K
USB
Us Bancorp \De\

Financial Services
11
+ 0.22%
$36.4 - $45.76 $400 - $503
5.08K $230K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
10
+ 0.26%
$51.16 - $62.02 $512 - $620
3.9K $241K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
247
+ 2.02%
$11.53 - $13.87 $2.85K - $3.43K
12.5K $172K
SCHV
Schwab Strategic Tr Us Large C

ETFs
43
+ 0.52%
$23.55 - $27.67 $1.01K - $1.19K
8.25K $228K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
21
+ 0.35%
$45.11 - $52.34 $947 - $1.1K
6.01K $314K
PULS
Pgim ETF Tr

ETFs
131
+ 1.21%
$49.39 - $49.76 $6.47K - $6.52K
11K $546K
CI
Cigna Corp

Healthcare
14
+ 1.72%
$301.89 - $340.04 $4.23K - $4.76K
830 $274K
V
Visa Inc.

Financial Services
1
+ 0.09%
$308.27 - $373.31 $308 - $373
1.14K $405K
VIG
Vanguard Dividend Appreciation

ETFs
33
+ 1.38%
N/A
2.43K $442K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
218
+ 0.65%
$23.29 - $23.38 $5.08K - $5.1K
33.6K $785K
TRV
Travelers Companies, Inc.

Financial Services
3
+ 0.31%
$233.83 - $276.34 $701 - $829
958 $256K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
57
+ 0.49%
$8.45 - $9.78 $482 - $557
11.6K $113K
HD
Home Depot, Inc.

Consumer Cyclical
6
+ 0.55%
$335.24 - $380.78 $2.01K - $2.28K
1.1K $404K
American Healthcare Reit Inc
20
+ 0.08%
N/A
23.7K $0
Ge Healthcare Technologies I
1
+ 0.03%
N/A
3K $0
Ge Vernova Inc
39
+ 1.54%
N/A
2.57K $0
OEF
Ishares S&P 100 ETF

ETFs
2
+ 0.15%
N/A
1.35K $358K
WPC
W. P. Carey Inc.

Real Estate
32
+ 0.96%
$56.12 - $64.53 $1.8K - $2.06K
3.37K $209K
GBDC
Golub Capital Bdc, Inc.

Financial Services
285
+ 2.59%
$13.03 - $15.28 $3.71K - $4.35K
11.3K $165K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
95
+ 0.52%
$14.83 - $16.07 $1.41K - $1.53K
18.2K $288K
NBTB
Nbt Bancorp Inc

Financial Services
28
+ 0.57%
$38.62 - $44.8 $1.08K - $1.25K
4.97K $206K
UNP
Union Pacific Corp

Industrials
9
+ 0.46%
$208.27 - $238.46 $1.87K - $2.15K
1.97K $452K
CL
Colgate Palmolive CO

Consumer Defensive
5
+ 0.1%
$87.57 - $96.0 $438 - $480
4.77K $433K
NEE
Nextera Energy Inc

Utilities
1
+ 0.01%
$64.11 - $75.0 $64.1 - $75
8.59K $596K
PEP
Pepsico Inc

Consumer Defensive
137
+ 7.7%
$128.02 - $151.37 $17.5K - $20.7K
1.92K $253K
JEPI
J P Morgan Exchange Traded Fd

ETFs
13
+ 0.01%
$51.14 - $57.0 $665 - $741
87.7K $4.98M
PG
Procter & Gamble CO

Consumer Defensive
17
+ 0.52%
$157.66 - $172.39 $2.68K - $2.93K
3.29K $524K
CVX
Chevron Corp

Energy
14
+ 0.79%
$133.73 - $168.51 $1.87K - $2.36K
1.79K $256K
PFE
Pfizer Inc

Healthcare
2.86K
+ 2.71%
$21.59 - $24.84 $61.8K - $71.1K
108K $2.63M
OKE
Oneok Inc

Energy
37
+ 1.13%
$78.71 - $100.37 $2.91K - $3.71K
3.3K $269K
ABBV
Abb Vie Inc.

Healthcare
270
+ 3.53%
$170.16 - $206.27 $45.9K - $55.7K
7.93K $1.47M
XOM
Exxon Mobil Corp

Energy
395
+ 1.64%
$99.93 - $119.04 $39.5K - $47K
24.4K $2.63M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
155
+ 1.51%
$483.48 - $539.8 $74.9K - $83.7K
10.4K $5.07M
AAPL
Apple Inc.

Technology
713
+ 0.67%
$172.42 - $223.89 $123K - $160K
107K $21.9M
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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