Focused Wealth Management, Inc Sells in Q4 2025

Focused Wealth Management, Inc

  • $928 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-47.5K
- 18.13%
$100.37 - $100.72 $4.77M - $4.79M
215K $21.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.37K
- 65.53%
$653.02 - $687.39 $1.54M - $1.63M
1.24K $828K
STWD
Starwood Property Trust, Inc.

Real Estate
-31.2K
- 15.1%
$17.83 - $19.47 $556K - $607K
175K $3.12M
T
At&T Inc.

Communication Services
-1.25K
- 1.33%
$24.44 - $27.55 $30.5K - $34.4K
92.5K $2.36M
ORCL
Oracle Corp

Technology
-23
- 0.55%
$217.57 - $313.0 $5K - $7.2K
4.14K $911K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-9.35K
- 16.36%
$26.44 - $27.53 $247K - $257K
47.8K $1.3M
AI
C3.Ai, Inc.

Technology
-10K
- 49.9%
$14.07 - $19.66 $141K - $197K
10K $141K
VIG
Vanguard Dividend Appreciation

ETFs
-1.06K
- 30.59%
N/A
2.41K $439K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.38K
- 0.93%
$91.46 - $91.76 $126K - $127K
147K $13.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-366
- 3.43%
$475.68 - $513.11 $174K - $188K
10.3K $5.24M
HON
Honeywell International Inc

Industrials
-98
- 1.49%
$194.07 - $220.67 $19K - $21.6K
6.48K $1.27M
PINS
Pinterest, Inc.

Communication Services
-1.39K
- 12.19%
$25.75 - $35.24 $35.7K - $48.8K
9.99K $265K
PLTR
Palantir Technologies Inc.

Technology
-57
- 0.58%
$172.14 - $207.18 $9.81K - $11.8K
9.81K $1.71M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-268
- 12.76%
$153.8 - $189.34 $41.2K - $50.7K
1.83K $288K
IVW
Ishares S&P 500 Growth ETF

ETFs
-685
- 6.21%
$118.29 - $126.28 $81K - $86.5K
10.3K $1.25M
IVV
Ishares Core S&P 500 ETF

ETFs
-120
- 5.68%
$656.2 - $690.71 $78.7K - $82.9K
1.99K $1.35M
VUG
Vanguard Growth ETF

ETFs
-160
- 6.43%
$470.44 - $504.26 $75.3K - $80.7K
2.33K $1.13M
UNP
Union Pacific Corp

Industrials
-165
- 8.35%
$216.37 - $237.41 $35.7K - $39.2K
1.81K $400K
PFE
Pfizer Inc

Healthcare
-266
- 0.24%
$24.23 - $27.37 $6.45K - $7.28K
110K $2.75M
VTI
Vanguard Total Stock Market Et

ETFs
-171
- 3.8%
$321.8 - $337.95 $55K - $57.8K
4.33K $1.43M
GLD
Spdr Gold Trust

ETFs
-173
- 20.38%
$354.79 - $403.15 $61.4K - $69.7K
676 $254K
LOW
Lowes Companies Inc

Consumer Cyclical
-89
- 9.01%
$225.0 - $247.99 $20K - $22.1K
899 $202K
BOND
Pimco Active Bond Exchange Tra

ETFs
-491
- 11.82%
$93.0 - $94.55 $45.7K - $46.4K
3.66K $341K
WFC
Wells Fargo & Company

Financial Services
-486
- 9.82%
$77.62 - $87.3 $37.7K - $42.4K
4.46K $372K
PG
Procter & Gamble CO

Consumer Defensive
-93
- 2.83%
$145.5 - $153.18 $13.5K - $14.2K
3.19K $465K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-528
- 4.3%
$42.11 - $44.28 $22.2K - $23.4K
11.8K $505K
V
Visa Inc.

Financial Services
-21
- 1.24%
$325.75 - $352.42 $6.84K - $7.4K
1.67K $544K
KLIC
Kulicke & Soffa Industries Inc

Technology
-379
- 7.47%
$37.16 - $41.61 $14.1K - $15.8K
4.7K $174K
ROKU
Roku, Inc

Communication Services
-297
- 6.27%
$92.02 - $108.63 $27.3K - $32.3K
4.44K $443K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-150
- 4.02%
$78.97 - $83.03 $11.8K - $12.5K
3.58K $290K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-4
- 0.11%
$88.49 - $93.64 $354 - $375
3.65K $322K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
-892
- 1.36%
$10.24 - $10.53 $9.13K - $9.39K
64.9K $664K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-19
- 0.05%
$14.19 - $14.63 $270 - $278
42.1K $600K
Coreweave Inc
-525
- 4.88%
N/A
10.2K $0
American Healthcare Reit Inc
-758
- 3.11%
N/A
23.6K $0
Curis Inc
-19.4K
- 24.44%
N/A
59.8K $0
Vanguard Instl Index Fd
-300K
- 97.24%
N/A
8.51K $0
Ge Healthcare Technologies I
-134
- 4.38%
N/A
2.93K $0
DAL
Delta Air Lines, Inc.

Industrials
-1
- 0.03%
$55.65 - $62.32 $55.7 - $62.3
3.53K $206K
INTC
Intel Corp

Technology
-1.78K
- 2.62%
$34.71 - $41.53 $61.6K - $73.7K
66K $2.29M
MRK
Merck & Co., Inc.

Healthcare
-412
- 5.56%
$82.49 - $92.93 $34K - $38.3K
7K $649K
AMD
Advanced Micro Devices Inc

Technology
-455
- 24.61%
$164.01 - $264.33 $74.6K - $120K
1.39K $335K
VGT
Vanguard Information Technolog

ETFs
-128
- 0.84%
$736.33 - $801.52 $94.3K - $103K
15.1K $11.4M
TER
Teradyne, Inc

Technology
-43
- 2.08%
$132.08 - $187.59 $5.68K - $8.07K
2.02K $344K
NEE
Nextera Energy Inc

Utilities
-178
- 2.07%
$78.18 - $86.03 $13.9K - $15.3K
8.42K $722K
VHT
Vanguard Health Care ETF

ETFs
-67
- 1.61%
$264.7 - $283.93 $17.7K - $19K
4.09K $1.16M
NUE
Nucor Corp

Basic Materials
-210
- 2.22%
$131.78 - $154.43 $27.7K - $32.4K
9.27K $1.37M
IBM
International Business Machines Corp

Technology
-253
- 1.77%
$275.97 - $314.98 $69.8K - $79.7K
14.1K $4.18M
LLY
Eli Lilly & CO

Healthcare
-23
- 3.02%
$799.57 - $1025.28 $18.4K - $23.6K
739 $755K
Activity Summary
Buys All Purchases 132 New Holdings 24 Increased Positions 108 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 17 Puts 0
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