Focused Wealth Management, Inc New Holdings in Q3 2024

Focused Wealth Management, Inc

  • $746 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BA
Boeing CO

Industrials
3.03K
New
$152.04 - $190.6 $461K - $578K
3.03K $460K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.24K
New
$49.7 - $56.11 $360K - $406K
7.24K $397K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4.94K
New
$63.74 - $73.47 $315K - $363K
4.94K $353K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
13.9K
New
$21.96 - $22.69 $305K - $315K
13.9K $314K
BMY
Bristol Myers Squibb CO

Healthcare
4.49K
New
$39.66 - $51.75 $178K - $232K
4.49K $232K
USB
Us Bancorp \De\

Financial Services
4.97K
New
$39.04 - $47.23 $194K - $235K
4.97K $227K
TRV
Travelers Companies, Inc.

Financial Services
947
New
$201.87 - $242.35 $191K - $230K
947 $221K
NBTB
Nbt Bancorp Inc

Financial Services
4.9K
New
$37.75 - $49.84 $185K - $244K
4.9K $216K
CEG
Constellation Energy Corp

Utilities
785
New
$167.08 - $262.86 $131K - $206K
785 $204K
WPC
W. P. Carey Inc.

Real Estate
3.27K
New
$54.63 - $63.96 $179K - $209K
3.27K $203K
CION
Cion Investment Corp

Financial Services
10.1K
New
$11.55 - $12.46 $116K - $125K
10.1K $119K
COST
Costco Wholesale Corp

Consumer Defensive
135
New
$801.83 - $917.05 $108K - $124K
135 $119K
F
Ford Motor CO

Consumer Cyclical
10.7K
New
$9.71 - $14.55 $104K - $156K
10.7K $113K
MDT
Medtronic PLC

Healthcare
976
New
$76.84 - $91.03 $75K - $88.8K
976 $87K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
500
New
$147.95 - $191.05 $74K - $95.5K
500 $86K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
468
New
$150.01 - $182.29 $70.2K - $85.3K
468 $85K
WFC
Wells Fargo & Company

Financial Services
1.42K
New
$51.58 - $60.97 $73K - $86.3K
1.42K $79K
DECK
Deckers Outdoor Corp

Consumer Cyclical
444
New
$150.73 - $974.56 $66.9K - $433K
444 $70K
GTLB
Gitlab Inc.

Technology
1.3K
New
$40.84 - $56.2 $53.1K - $73.1K
1.3K $67K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
502
New
$116.79 - $133.54 $58.6K - $67K
502 $66K
FROG
J Frog LTD

Technology
2.2K
New
$24.68 - $39.51 $54.3K - $86.9K
2.2K $63K
ILMN
Illumina, Inc.

Healthcare
485
New
$105.28 - $135.9 $51.1K - $65.9K
485 $63K
PAAS
Pan American Silver Corp

Basic Materials
3K
New
$18.58 - $24.18 $55.7K - $72.5K
3K $62K
PANW
Palo Alto Networks Inc

Technology
175
New
$294.18 - $368.01 $51.5K - $64.4K
175 $59K
EOSE
Eos Energy Enterprises, Inc.

Industrials
15.5K
New
$1.41 - $2.97 $21.9K - $46K
15.5K $46K
SYY
Sysco Corp

Consumer Defensive
475
New
$69.16 - $78.98 $32.9K - $37.5K
475 $37K
FXR
First Trust Industrials/Produc

ETFs
464
New
$66.85 - $75.76 $31K - $35.2K
464 $35K
NDAQ
Nasdaq, Inc.

Financial Services
473
New
$59.48 - $74.31 $28.1K - $35.1K
473 $34K
SLB
Schlumberger Limited

Energy
788
New
$39.57 - $49.67 $31.2K - $39.1K
788 $33K
USRT
Ishares Core U.S. Reit ETF

ETFs
485
New
$53.07 - $62.66 $25.7K - $30.4K
485 $29K
VEA
Vanguard Ftse Developed Market

ETFs
427
New
$47.6 - $53.31 $20.3K - $22.8K
427 $22K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
481
New
$39.71 - $44.22 $19.1K - $21.3K
481 $21K
EEM
Ishares Msci Emerging Markets

ETFs
437
New
$40.42 - $46.7 $17.7K - $20.4K
437 $20K
ENB
Enbridge Inc

Energy
497
New
$35.27 - $41.18 $17.5K - $20.5K
497 $20K
BWA
Borgwarner Inc

Consumer Cyclical
456
New
$31.19 - $36.75 $14.2K - $16.8K
456 $16K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
403
New
$38.03 - $42.06 $15.3K - $17K
403 $16K
CSX
Csx Corp

Industrials
479
New
$32.48 - $35.45 $15.6K - $17K
479 $16K
KIM
Kimco Realty Corp

Real Estate
498
New
$19.24 - $24.06 $9.58K - $12K
498 $11K
SNOW
Snowflake Inc.

Technology
80
New
$108.56 - $143.02 $8.68K - $11.4K
80 $9K
SOFI
So Fi Technologies, Inc.

Financial Services
1.19K
New
$6.32 - $8.19 $7.55K - $9.78K
1.19K $9K
OGN
Organon & Co.

Healthcare
509
New
$18.65 - $23.03 $9.49K - $11.7K
509 $9K
UA
Under Armour Inc Cl C

Consumer Cyclical
474
New
$6.18 - $8.41 $2.93K - $3.99K
474 $3K
AVXL
Anavex Life Sciences Corp.

Healthcare
500
New
$4.11 - $7.04 $2.06K - $3.52K
500 $2K
TTWO
Take Two Interactive Software Inc

Communication Services
8
New
$135.67 - $161.71 $1.09K - $1.29K
8 $1K
HITI
High Tide Inc.

Healthcare
500
New
$1.67 - $2.23 $835 - $1.12K
500 $1K
NCNO
N Cino, Inc.

Technology
50
New
$29.0 - $35.0 $1.45K - $1.75K
50 $1K
American Battery Technology
507
New
N/A
507 $0
American Healthcare Reit Inc
23.8K
New
N/A
23.8K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
462
New
N/A
462 $0
Activity Summary
Buys All Purchases 138 New Holdings 50 Increased Positions 88 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 23 Puts 8
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