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
BNY
Blackrock New York Municipal Income Trust

Financial Services
1.76K
+ 1.59%
$9.35 - $10.19 $16.5K - $17.9K
113K $1.14M
HD
Home Depot, Inc.

Consumer Cyclical
54
+ 4.9%
$357.4 - $423.42 $19.3K - $22.9K
1.16K $468K
NEE
Nextera Energy Inc

Utilities
7
+ 0.08%
$69.77 - $77.54 $488 - $543
8.6K $649K
GLD
Spdr Gold Trust

ETFs
33
+ 4.04%
$300.96 - $355.47 $9.93K - $11.7K
849 $301K
SCHG
Schwab Strategic Tr Us Large C

ETFs
38
+ 0.2%
$28.92 - $32.19 $1.1K - $1.22K
18.7K $595K
CVX
Chevron Corp

Energy
149
+ 8.31%
$145.57 - $161.83 $21.7K - $24.1K
1.94K $301K
ADM
Archer Daniels Midland CO

Consumer Defensive
1
+ 0.02%
$53.54 - $64.21 $53.5 - $64.2
5.35K $319K
LLY
Eli Lilly & CO

Healthcare
62
+ 8.86%
$625.65 - $812.69 $38.8K - $50.4K
762 $581K
META
Meta Platforms, Inc.

Communication Services
100
+ 0.94%
$695.21 - $791.73 $69.5K - $79.2K
10.7K $7.85M
WELL
Welltower Inc.

Real Estate
2
+ 0.15%
$150.71 - $178.14 $301 - $356
1.36K $242K
LOW
Lowes Companies Inc

Consumer Cyclical
3
+ 0.3%
$215.01 - $273.02 $645 - $819
988 $248K
DFUS
Dimensional ETF Tr U S Equity

ETFs
12
+ 0.24%
$67.01 - $72.84 $804 - $874
5.02K $363K
O
Realty Income Corp

Real Estate
38
+ 0.48%
$56.13 - $60.79 $2.13K - $2.31K
7.96K $483K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.12K
+ 5.38%
$22.36 - $22.52 $24.9K - $25.1K
21.8K $491K
MMM
3 M CO

Industrials
5
+ 0.06%
$144.41 - $160.2 $722 - $801
8.32K $1.29M
WPC
W. P. Carey Inc.

Real Estate
32
+ 0.95%
$61.29 - $68.7 $1.96K - $2.2K
3.4K $229K
MCD
Mcdonalds Corp

Consumer Cyclical
33
+ 4.05%
$291.67 - $316.99 $9.63K - $10.5K
848 $257K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
25
+ 0.42%
$52.12 - $55.33 $1.3K - $1.38K
6.03K $333K
PEP
Pepsico Inc

Consumer Defensive
14
+ 0.73%
$133.81 - $152.16 $1.87K - $2.13K
1.93K $271K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
663
+ 3.48%
$22.84 - $22.95 $15.1K - $15.2K
19.7K $452K
F
Ford Motor CO

Consumer Cyclical
209
+ 1.62%
$10.82 - $12.09 $2.26K - $2.53K
13.1K $156K
UNP
Union Pacific Corp

Industrials
9
+ 0.46%
$214.91 - $237.16 $1.93K - $2.13K
1.98K $467K
SCHV
Schwab Strategic Tr Us Large C

ETFs
42
+ 0.51%
$27.61 - $29.15 $1.16K - $1.22K
8.3K $241K
TRV
Travelers Companies, Inc.

Financial Services
4
+ 0.42%
$250.62 - $279.43 $1K - $1.12K
962 $268K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
96
+ 0.53%
$15.52 - $16.28 $1.49K - $1.56K
18.3K $296K
HYD
Vaneck High Yield Muni ETF

ETFs
22
+ 0.33%
$48.85 - $50.94 $1.07K - $1.12K
6.77K $344K
MUB
Ishares National Muni Bond ETF

ETFs
9
+ 0.39%
$103.24 - $106.68 $929 - $960
2.3K $244K
ED
Consolidated Edison Inc

Utilities
25
+ 0.67%
$95.57 - $105.36 $2.39K - $2.63K
3.74K $376K
AWK
American Water Works Company, Inc.

Utilities
13
+ 0.58%
$135.05 - $147.0 $1.76K - $1.91K
2.27K $315K
NBTB
Nbt Bancorp Inc

Financial Services
29
+ 0.58%
$40.56 - $45.07 $1.18K - $1.31K
5K $208K
American Healthcare Reit Inc
657
+ 2.77%
N/A
24.4K $0
Coreweave Inc
652
+ 6.46%
N/A
10.8K $0
Curis Inc
20K
+ 33.77%
N/A
79.2K $0
Ge Healthcare Technologies I
62
+ 2.07%
N/A
3.06K $0
Ge Vernova Inc
96
+ 3.74%
N/A
2.66K $0
GBDC
Golub Capital Bdc, Inc.

Financial Services
310
+ 2.74%
$13.69 - $15.48 $4.24K - $4.8K
11.6K $159K
KMI
Kinder Morgan, Inc.

Energy
2.08K
+ 3.35%
$26.23 - $28.5 $54.5K - $59.2K
64K $1.81M
SYK
Stryker Corp

Healthcare
2
+ 0.28%
$368.57 - $403.53 $737 - $807
707 $261K
KMB
Kimberly Clark Corp

Consumer Defensive
3
+ 0.08%
$121.72 - $136.77 $365 - $410
3.98K $494K
OKE
Oneok Inc

Energy
142
+ 4.3%
$71.36 - $83.47 $10.1K - $11.9K
3.44K $251K
CRM
Salesforce, Inc.

Technology
46
+ 4.76%
$231.66 - $273.65 $10.7K - $12.6K
1.01K $239K
CI
Cigna Corp

Healthcare
4
+ 0.48%
$262.23 - $334.39 $1.05K - $1.34K
834 $240K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
922
+ 0.4%
$86.07 - $90.74 $79.4K - $83.7K
230K $20.6M
STWD
Starwood Property Trust, Inc.

Real Estate
2.11K
+ 1.03%
$19.37 - $20.97 $40.8K - $44.1K
206K $4M
AI
C3.Ai, Inc.

Technology
30
+ 0.15%
$15.46 - $29.16 $464 - $875
20K $347K
HON
Honeywell International Inc

Industrials
12
+ 0.18%
$207.7 - $240.4 $2.49K - $2.88K
6.58K $1.39M
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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