Focused Wealth Management, Inc Reduced Holdings in Q4 2024

Focused Wealth Management, Inc

  • $742 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-71.2K
- 92.9%
$136.28 - $154.74 $9.71M - $11M
5.45K $749K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-56.2K
- 17.04%
$71.75 - $75.11 $4.03M - $4.22M
274K $19.7M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-11.1K
- 4.66%
$79.93 - $88.06 $883K - $973K
226K $18.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-17.3K
- 4.74%
$100.16 - $100.7 $1.73M - $1.74M
347K $34.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.46K
- 3.39%
$174.22 - $187.62 $428K - $461K
70.2K $12.3M
PFE
Pfizer Inc

Healthcare
-8.52K
- 8.13%
$24.8 - $30.19 $211K - $257K
96.2K $2.55M
AMAT
Applied Materials Inc

Technology
-1.15K
- 20.1%
$161.44 - $213.89 $186K - $247K
4.59K $746K
INTC
Intel Corp

Technology
-3.02K
- 4.0%
$19.07 - $26.23 $57.6K - $79.2K
72.4K $1.45M
NVO
Novo Nordisk A S

Healthcare
-973
- 18.23%
$85.0 - $120.04 $82.7K - $117K
4.36K $375K
XOM
Exxon Mobil Corp

Energy
-22
- 0.09%
$105.51 - $125.37 $2.32K - $2.76K
24K $2.58M
JNJ
Johnson & Johnson

Healthcare
-180
- 1.79%
$143.34 - $165.86 $25.8K - $29.9K
9.88K $1.43M
VHT
Vanguard Health Care ETF

ETFs
-213
- 4.22%
$250.81 - $283.3 $53.4K - $60.3K
4.84K $1.23M
BNY
Blackrock New York Municipal Income Trust

Financial Services
-8.09K
- 6.83%
$10.13 - $11.07 $82K - $89.6K
110K $1.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-152
- 1.45%
$442.29 - $483.08 $67.2K - $73.4K
10.3K $4.67M
FCX
Freeport Mcmoran Inc

Basic Materials
-562
- 8.04%
$38.08 - $50.82 $21.4K - $28.6K
6.43K $244K
VTI
Vanguard Total Stock Market Et

ETFs
-472
- 8.58%
$280.04 - $302.45 $132K - $143K
5.03K $1.46M
O
Realty Income Corp

Real Estate
-214
- 2.58%
$51.76 - $64.71 $11.1K - $13.8K
8.09K $431K
LLY
Eli Lilly & CO

Healthcare
-11
- 1.57%
$727.2 - $932.06 $8K - $10.3K
691 $533K
BOND
Pimco Active Bond Exchange Tra

ETFs
-707
- 12.77%
$90.42 - $94.5 $63.9K - $66.8K
4.83K $436K
MTB
M&T Bank Corp

Financial Services
-540
- 23.78%
$172.48 - $221.95 $93.1K - $120K
1.73K $325K
UNH
Unitedhealth Group Inc

Healthcare
-37
- 6.41%
$485.52 - $625.25 $18K - $23.1K
540 $273K
DOCN
Digital Ocean Holdings, Inc.

Technology
-117
- 1.37%
$34.07 - $44.0 $3.99K - $5.15K
8.41K $286K
PEP
Pepsico Inc

Consumer Defensive
-62
- 2.84%
$151.29 - $176.1 $9.38K - $10.9K
2.12K $322K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-665
- 15.95%
$76.21 - $82.24 $50.7K - $54.7K
3.5K $272K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-72
- 0.52%
$43.02 - $47.32 $3.1K - $3.41K
13.8K $595K
NVDA
Nvidia Corp

Technology
-2.53K
- 10.43%
$117.0 - $148.88 $296K - $376K
21.7K $2.91M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-46
- 10.36%
$521.84 - $558.82 $24K - $25.7K
398 $214K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-1.89K
- 13.34%
$13.61 - $14.58 $25.7K - $27.5K
12.2K $176K
HYD
Vaneck High Yield Muni ETF

ETFs
-38
- 0.53%
$51.09 - $53.06 $1.94K - $2.02K
7.07K $367K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-151
- 3.45%
$69.3 - $74.3 $10.5K - $11.2K
4.22K $301K
DIS
Walt Disney CO

Communication Services
-2.96K
- 13.83%
$92.39 - $117.6 $273K - $348K
18.4K $2.05M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-96
- 0.81%
$9.64 - $10.11 $925 - $971
11.7K $115K
Ge Vernova Inc
-63
- 2.39%
N/A
2.58K $0
American Healthcare Reit Inc
-108
- 0.45%
N/A
23.7K $0
Ge Healthcare Technologies I
-85
- 2.69%
N/A
3.07K $0
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-5
- 0.76%
$417.69 - $450.94 $2.09K - $2.25K
656 $279K
IVV
Ishares Core S&P 500 ETF

ETFs
-40
- 1.82%
$570.51 - $610.59 $22.8K - $24.4K
2.16K $1.27M
AON
Aon PLC

Financial Services
-24
- 1.94%
$344.14 - $393.31 $8.26K - $9.44K
1.21K $436K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-120
- 2.43%
$70.54 - $79.61 $8.46K - $9.55K
4.82K $366K
FSLY
Fastly, Inc.

Technology
-991
- 5.94%
$6.33 - $11.34 $6.27K - $11.2K
15.7K $148K
VFH
Vanguard Financial ETF

ETFs
-4
- 0.11%
$108.87 - $126.2 $435 - $505
3.78K $446K
TTD
Trade Desk, Inc.

Technology
-10
- 0.21%
$108.7 - $139.51 $1.09K - $1.4K
4.81K $564K
V
Visa Inc.

Financial Services
-17
- 1.5%
$273.87 - $320.91 $4.66K - $5.46K
1.12K $352K
HUBS
Hubspot Inc

Technology
-20
- 5.25%
$514.07 - $757.4 $10.3K - $15.1K
361 $251K
VUG
Vanguard Growth ETF

ETFs
-30
- 1.18%
$378.79 - $428.11 $11.4K - $12.8K
2.52K $1.03M
SHOP
Shopify Inc.

Technology
-875
- 12.03%
$78.14 - $119.49 $68.4K - $105K
6.4K $680K
HON
Honeywell International Inc

Industrials
-27
- 0.41%
$202.84 - $236.0 $5.48K - $6.37K
6.56K $1.48M
WMT
Walmart Inc.

Consumer Defensive
-655
- 2.78%
$79.1 - $95.7 $51.8K - $62.7K
22.9K $2.07M
META
Meta Platforms, Inc.

Communication Services
-49
- 0.43%
$554.08 - $632.68 $27.1K - $31K
11.2K $6.62M
Activity Summary
Buys All Purchases 106 New Holdings 17 Increased Positions 89 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 12 Puts 2
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