Focused Wealth Management, Inc Reduced Holdings in Q1 2025

Focused Wealth Management, Inc

  • $737 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-41.5K
- 11.95%
$100.34 - $100.68 $4.17M - $4.18M
306K $30.8M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.06K
- 2.93%
$307.43 - $357.48 $326K - $379K
35.1K $10.9M
VGT
Vanguard Information Technolog

ETFs
-382
- 2.4%
$542.38 - $646.34 $207K - $247K
15.5K $8.43M
META
Meta Platforms, Inc.

Communication Services
-761
- 6.78%
$576.36 - $736.67 $439K - $561K
10.5K $6.03M
DIS
Walt Disney CO

Communication Services
-1.27K
- 6.9%
$96.87 - $114.0 $123K - $145K
17.2K $1.69M
XLV
Select Sector Spdr Fund Health

ETFs
-2.5K
- 45.92%
$137.61 - $149.68 $344K - $374K
2.95K $429K
TTD
Trade Desk, Inc.

Technology
-140
- 2.91%
$53.59 - $126.58 $7.5K - $17.7K
4.67K $255K
AI
C3.Ai, Inc.

Technology
-165
- 0.82%
$20.92 - $36.93 $3.45K - $6.09K
20K $421K
VTI
Vanguard Total Stock Market Et

ETFs
-412
- 8.19%
$271.18 - $303.12 $112K - $125K
4.62K $1.27M
CRM
Salesforce, Inc.

Technology
-22
- 1.1%
$268.36 - $359.95 $5.9K - $7.92K
1.97K $529K
IVW
Ishares S&P 500 Growth ETF

ETFs
-77
- 0.69%
$92.45 - $106.69 $7.12K - $8.22K
11K $1.02M
IVV
Ishares Core S&P 500 ETF

ETFs
-81
- 3.75%
$554.06 - $615.85 $44.9K - $49.9K
2.08K $1.17M
AMAT
Applied Materials Inc

Technology
-34
- 0.74%
$145.06 - $195.51 $4.93K - $6.65K
4.55K $660K
VHT
Vanguard Health Care ETF

ETFs
-461
- 9.53%
$254.06 - $273.83 $117K - $126K
4.38K $1.16M
DAL
Delta Air Lines, Inc.

Industrials
-126
- 3.45%
$43.6 - $69.06 $5.49K - $8.7K
3.53K $153K
NEE
Nextera Energy Inc

Utilities
-765
- 8.18%
$66.96 - $76.16 $51.2K - $58.3K
8.59K $609K
PEP
Pepsico Inc

Consumer Defensive
-342
- 16.12%
$142.64 - $156.42 $48.8K - $53.5K
1.78K $266K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-225
- 4.67%
$68.07 - $78.99 $15.3K - $17.8K
4.6K $312K
FSLY
Fastly, Inc.

Technology
-100
- 0.64%
$6.33 - $10.92 $633 - $1.09K
15.6K $98K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
-3.12K
- 3.21%
$10.11 - $10.58 $31.6K - $33K
94.1K $955K
PLTR
Palantir Technologies Inc.

Technology
-1.75K
- 15.34%
$64.98 - $124.62 $114K - $218K
9.68K $816K
VFH
Vanguard Financial ETF

ETFs
-441
- 11.67%
$114.07 - $127.34 $50.3K - $56.2K
3.34K $398K
UBER
Uber Technologies, Inc

Technology
-1.2K
- 33.31%
$63.17 - $81.49 $75.8K - $97.8K
2.4K $175K
USB
Us Bancorp \De\

Financial Services
-251
- 4.71%
$40.92 - $50.9 $10.3K - $12.8K
5.07K $214K
BOND
Pimco Active Bond Exchange Tra

ETFs
-437
- 9.05%
$89.27 - $92.9 $39K - $40.6K
4.39K $406K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-194
- 4.6%
$67.03 - $74.61 $13K - $14.5K
4.03K $273K
ROKU
Roku, Inc

Communication Services
-42
- 0.71%
$67.36 - $99.07 $2.83K - $4.16K
5.85K $412K
HYD
Vaneck High Yield Muni ETF

ETFs
-309
- 4.37%
$50.79 - $52.53 $15.7K - $16.2K
6.76K $346K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-372
- 5.85%
$49.78 - $53.19 $18.5K - $19.8K
5.99K $305K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-44
- 0.36%
$13.21 - $14.63 $581 - $644
12.2K $161K
UNH
Unitedhealth Group Inc

Healthcare
-43
- 7.96%
$461.52 - $548.18 $19.8K - $23.6K
497 $260K
BMY
Bristol Myers Squibb CO

Healthcare
-543
- 11.99%
$53.9 - $63.11 $29.3K - $34.3K
3.99K $243K
DOCN
Digital Ocean Holdings, Inc.

Technology
-170
- 2.02%
$33.39 - $46.69 $5.68K - $7.94K
8.24K $275K
CSCO
Cisco Systems, Inc.

Technology
-602
- 5.7%
$58.74 - $64.87 $35.4K - $39.1K
9.95K $614K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-170
- 1.45%
$9.49 - $9.97 $1.61K - $1.69K
11.6K $110K
PG
Procter & Gamble CO

Consumer Defensive
-67
- 2.0%
$158.56 - $176.26 $10.6K - $11.8K
3.28K $558K
OEF
Ishares S&P 100 ETF

ETFs
-7
- 0.52%
N/A
1.35K $358K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-202
- 2.4%
$25.77 - $27.6 $5.21K - $5.58K
8.21K $218K
Ge Healthcare Technologies I
-75
- 2.44%
N/A
3K $0
Ge Vernova Inc
-49
- 1.9%
N/A
2.53K $0
F
Ford Motor CO

Consumer Cyclical
-146
- 1.18%
$9.12 - $10.43 $1.33K - $1.52K
12.3K $123K
TRV
Travelers Companies, Inc.

Financial Services
-46
- 4.6%
$232.43 - $265.13 $10.7K - $12.2K
955 $252K
GLD
Spdr Gold Trust

ETFs
-105
- 11.16%
$243.19 - $288.14 $25.5K - $30.3K
836 $240K
UNP
Union Pacific Corp

Industrials
-6
- 0.31%
$225.21 - $254.42 $1.35K - $1.53K
1.96K $462K
PINS
Pinterest, Inc.

Communication Services
-700
- 3.5%
$29.79 - $40.0 $20.9K - $28K
19.3K $597K
CVX
Chevron Corp

Energy
-137
- 7.15%
$146.71 - $167.97 $20.1K - $23K
1.78K $297K
NUE
Nucor Corp

Basic Materials
-108
- 1.13%
$114.48 - $142.52 $12.4K - $15.4K
9.46K $1.14M
O
Realty Income Corp

Real Estate
-121
- 1.5%
$51.67 - $58.49 $6.25K - $7.08K
7.97K $462K
ED
Consolidated Edison Inc

Utilities
-129
- 3.23%
$88.0 - $110.59 $11.4K - $14.3K
3.87K $428K
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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