Focused Wealth Management, Inc Reduced Holdings in Q3 2025

Focused Wealth Management, Inc

  • $906 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-292K
- 87.39%
$13.87 - $14.46 $4.05M - $4.22M
42.1K $607K
BAC
Bank Of America Corp

Financial Services
-43.4K
- 30.52%
$44.92 - $52.42 $1.95M - $2.27M
98.7K $5.09M
PINS
Pinterest, Inc.

Communication Services
-7.12K
- 38.52%
$32.17 - $39.17 $229K - $279K
11.4K $365K
DIS
Walt Disney CO

Communication Services
-1.07K
- 8.66%
$112.25 - $124.0 $120K - $133K
11.3K $1.29M
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
-19K
- 22.42%
$9.43 - $10.26 $179K - $195K
65.8K $672K
TTD
Trade Desk, Inc.

Technology
-546
- 11.8%
$43.93 - $89.76 $24K - $49K
4.08K $200K
CL
Colgate Palmolive CO

Consumer Defensive
-850
- 17.8%
$79.36 - $93.33 $67.5K - $79.3K
3.92K $313K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-284
- 39.39%
$435.72 - $463.74 $124K - $132K
437 $202K
NFLX
Netflix Inc

Communication Services
-1
- 0.13%
$1147.87 - $1297.18 $1.15K - $1.3K
790 $947K
ACHR
Archer Aviation Inc.

Industrials
-4.4K
- 9.48%
$8.25 - $13.4 $36.3K - $59K
42K $402K
PCT
Pure Cycle Technologies, Inc.

Industrials
-5K
- 26.31%
$12.21 - $16.92 $61.1K - $84.6K
14K $184K
UBER
Uber Technologies, Inc

Technology
-900
- 27.29%
$86.91 - $99.57 $78.2K - $89.6K
2.4K $234K
PM
Philip Morris International Inc.

Consumer Defensive
-83
- 2.83%
$157.77 - $183.27 $13.1K - $15.2K
2.86K $463K
AMD
Advanced Micro Devices Inc

Technology
-662
- 26.36%
$134.8 - $184.42 $89.2K - $122K
1.85K $299K
CHWY
Chewy, Inc.

Consumer Cyclical
-911
- 14.86%
$34.27 - $42.33 $31.2K - $38.6K
5.22K $211K
NET
Cloudflare, Inc.

Technology
-325
- 21.48%
$181.39 - $228.28 $59K - $74.2K
1.19K $254K
AMAT
Applied Materials Inc

Technology
-660
- 14.67%
$156.25 - $204.95 $103K - $135K
3.84K $785K
JUPW
Jupiter Wellness, Inc.

Healthcare
-12.6K
- 48.1%
N/A
13.6K $39K
ROKU
Roku, Inc

Communication Services
-1.06K
- 18.3%
$79.98 - $101.78 $84.9K - $108K
4.74K $474K
MAIN
Main Street Capital Corp

Financial Services
-822
- 18.5%
$59.28 - $67.54 $48.7K - $55.5K
3.62K $230K
COIN
Coinbase Global, Inc.

Technology
-62
- 6.84%
$297.99 - $419.78 $18.5K - $26K
845 $285K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-550
- 14.1%
$62.09 - $66.51 $34.1K - $36.6K
3.35K $218K
INTC
Intel Corp

Technology
-34.7K
- 33.83%
$19.31 - $35.5 $669K - $1.23M
67.8K $2.27M
PG
Procter & Gamble CO

Consumer Defensive
-6
- 0.18%
$150.47 - $161.22 $903 - $967
3.29K $504K
VZ
Verizon Communications Inc

Communication Services
-678
- 3.98%
$40.84 - $45.06 $27.7K - $30.6K
16.3K $718K
CSCO
Cisco Systems, Inc.

Technology
-10
- 0.1%
$66.2 - $71.79 $662 - $718
9.99K $683K
BOND
Pimco Active Bond Exchange Tra

ETFs
-164
- 3.8%
$90.83 - $93.81 $14.9K - $15.4K
4.15K $387K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-776
- 6.77%
$15.5 - $16.01 $12K - $12.4K
10.7K $169K
IEMG
Ishares Inc

ETFs
-132
- 2.04%
N/A
6.35K $340K
OEF
Ishares S&P 100 ETF

ETFs
-16
- 1.19%
N/A
1.33K $354K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-152
- 1.31%
$9.36 - $9.87 $1.42K - $1.5K
11.5K $109K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-315
- 2.53%
$13.62 - $14.27 $4.29K - $4.5K
12.1K $172K
Super Micro Computer Inc
-603
- 2.85%
N/A
20.6K $0
XLV
Select Sector Spdr Fund Health

ETFs
-58
- 2.14%
$129.01 - $139.72 $7.48K - $8.1K
2.65K $368K
HOOD
Robinhood Markets, Inc.

Technology
-1.01K
- 33.7%
$91.27 - $143.18 $92.5K - $145K
1.99K $285K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-198
- 5.04%
$74.93 - $80.73 $14.8K - $16K
3.73K $301K
VFH
Vanguard Financial ETF

ETFs
-104
- 2.05%
$125.23 - $132.78 $13K - $13.8K
4.96K $651K
USB
Us Bancorp \De\

Financial Services
-104
- 2.05%
$43.94 - $50.41 $4.57K - $5.24K
4.98K $240K
VHT
Vanguard Health Care ETF

ETFs
-130
- 3.03%
$239.12 - $259.95 $31.1K - $33.8K
4.16K $1.08M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-64
- 0.52%
$42.43 - $45.05 $2.72K - $2.88K
12.3K $540K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-18
- 3.27%
$420.11 - $472.68 $7.56K - $8.51K
532 $249K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-77
- 2.06%
$82.29 - $90.77 $6.34K - $6.99K
3.65K $330K
XOM
Exxon Mobil Corp

Energy
-849
- 3.47%
$105.83 - $117.22 $89.8K - $99.5K
23.6K $2.66M
IAU
Ishares Gold Trust

ETFs
-180
- 4.38%
$61.62 - $72.77 $11.1K - $13.1K
3.93K $286K
MRK
Merck & Co., Inc.

Healthcare
-11
- 0.15%
$77.6 - $87.37 $854 - $961
7.41K $621K
NUE
Nucor Corp

Basic Materials
-8
- 0.08%
$133.3 - $150.33 $1.07K - $1.2K
9.48K $1.28M
VTI
Vanguard Total Stock Market Et

ETFs
-166
- 3.56%
$303.93 - $329.86 $50.5K - $54.8K
4.5K $1.48M
RVT
Royce Value Trust, Inc.

Financial Services
-515
- 0.8%
$14.94 - $16.5 $7.69K - $8.5K
63.9K $1.03M
SHOP
Shopify Inc.

Technology
-1K
- 15.56%
$112.11 - $157.12 $112K - $157K
5.43K $806K
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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