Focused Wealth Management, Inc Sells in Q2 2025

Focused Wealth Management, Inc

  • $820 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-136K
- 46.87%
$72.02 - $73.82 $9.8M - $10M
154K $11.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-95.2K
- 53.53%
$91.43 - $91.74 $8.7M - $8.73M
82.6K $7.58M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-50.8K
- 16.59%
$100.35 - $100.71 $5.09M - $5.11M
255K $25.7M
JNJ
Johnson & Johnson

Healthcare
-3.16K
- 31.56%
$146.36 - $159.82 $463K - $505K
6.86K $1.05M
CRM
Salesforce, Inc.

Technology
-1.01K
- 51.01%
$236.26 - $291.15 $238K - $293K
966 $263K
DIS
Walt Disney CO

Communication Services
-4.8K
- 27.96%
$81.72 - $124.01 $392K - $595K
12.4K $1.53M
KMB
Kimberly Clark Corp

Consumer Defensive
-676
- 14.53%
$126.84 - $145.22 $85.7K - $98.2K
3.98K $512K
LLY
Eli Lilly & CO

Healthcare
-141
- 16.77%
$713.71 - $898.95 $101K - $127K
700 $545K
MRK
Merck & Co., Inc.

Healthcare
-584
- 7.3%
$73.47 - $87.12 $42.9K - $50.9K
7.42K $587K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
-9.35K
- 9.93%
$9.54 - $10.33 $89.2K - $96.6K
84.8K $832K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-570
- 22.33%
$99.37 - $134.05 $56.6K - $76.4K
1.98K $224K
WELL
Welltower Inc.

Real Estate
-685
- 33.53%
$136.49 - $155.22 $93.5K - $106K
1.36K $208K
VHT
Vanguard Health Care ETF

ETFs
-90
- 2.06%
$236.71 - $261.92 $21.3K - $23.6K
4.29K $1.06M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-1.46K
- 10.59%
$38.81 - $44.28 $56.8K - $64.8K
12.4K $524K
XLV
Select Sector Spdr Fund Health

ETFs
-236
- 8.01%
$128.77 - $144.3 $30.4K - $34.1K
2.71K $365K
BNY
Blackrock New York Municipal Income Trust

Financial Services
-564
- 0.51%
$9.59 - $10.28 $5.41K - $5.8K
111K $1.07M
VZ
Verizon Communications Inc

Communication Services
-533
- 3.04%
$41.67 - $45.62 $22.2K - $24.3K
17K $736K
MO
Altria Group, Inc.

Consumer Defensive
-274
- 0.88%
$55.56 - $60.91 $15.2K - $16.7K
30.7K $1.8M
ED
Consolidated Edison Inc

Utilities
-155
- 4.0%
$98.05 - $113.3 $15.2K - $17.6K
3.72K $372K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.96K
- 30.44%
$29.15 - $44.46 $57.2K - $87.2K
4.48K $194K
CLF
Cleveland Cliffs Inc.

Basic Materials
-1K
- 3.85%
$5.83 - $8.88 $5.83K - $8.88K
25K $190K
AWK
American Water Works Company, Inc.

Utilities
-14
- 0.62%
$133.82 - $151.96 $1.87K - $2.13K
2.26K $313K
MCD
Mcdonalds Corp

Consumer Cyclical
-14
- 1.69%
$285.55 - $321.23 $4K - $4.5K
815 $238K
LOW
Lowes Companies Inc

Consumer Cyclical
-35
- 3.43%
$210.83 - $235.28 $7.38K - $8.23K
985 $218K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-1.8K
- 13.55%
$12.25 - $15.47 $22K - $27.8K
11.5K $177K
BOND
Pimco Active Bond Exchange Tra

ETFs
-77
- 1.75%
$89.87 - $92.93 $6.92K - $7.16K
4.32K $397K
HYD
Vaneck High Yield Muni ETF

ETFs
-16
- 0.24%
$49.08 - $51.35 $785 - $822
6.75K $338K
O
Realty Income Corp

Real Estate
-43
- 0.54%
$52.27 - $58.52 $2.25K - $2.52K
7.92K $456K
MAIN
Main Street Capital Corp

Financial Services
-221
- 4.74%
$49.15 - $59.32 $10.9K - $13.1K
4.44K $262K
Super Micro Computer Inc
-10K
- 32.09%
N/A
21.2K $0
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-143
- 1.12%
$9.13 - $10.58 $1.31K - $1.51K
12.6K $132K
IAU
Ishares Gold Trust

ETFs
-201
- 4.66%
$56.1 - $64.74 $11.3K - $13K
4.11K $256K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-18
- 2.44%
$376.48 - $440.65 $6.78K - $7.93K
721 $317K
GLD
Spdr Gold Trust

ETFs
-20
- 2.39%
$273.71 - $316.29 $5.47K - $6.33K
816 $248K
FSLY
Fastly, Inc.

Technology
-13
- 0.08%
$5.0 - $8.28 $65 - $108
15.6K $110K
NU
Nu Holdings Ltd.

Financial Services
-400
- 6.67%
$9.6 - $13.72 $3.84K - $5.49K
5.6K $76K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-95
- 2.36%
$60.34 - $74.89 $5.73K - $7.11K
3.93K $294K
AMD
Advanced Micro Devices Inc

Technology
-497
- 16.52%
$78.21 - $143.81 $38.9K - $71.5K
2.51K $356K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-34
- 2.63%
$456.74 - $568.03 $15.5K - $19.3K
1.26K $714K
CHWY
Chewy, Inc.

Consumer Cyclical
-64
- 1.03%
$31.21 - $48.21 $2K - $3.09K
6.13K $261K
PINS
Pinterest, Inc.

Communication Services
-790
- 4.1%
$24.21 - $35.95 $19.1K - $28.4K
18.5K $663K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-10
- 0.05%
$22.27 - $29.21 $223 - $292
18.6K $544K
TTD
Trade Desk, Inc.

Technology
-36
- 0.77%
$45.27 - $79.4 $1.63K - $2.86K
4.63K $333K
ROKU
Roku, Inc

Communication Services
-51
- 0.87%
$55.1 - $87.89 $2.81K - $4.48K
5.8K $509K
AMAT
Applied Materials Inc

Technology
-55
- 1.21%
$126.95 - $183.52 $6.98K - $10.1K
4.5K $823K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-8
- 0.14%
$180.84 - $240.32 $1.45K - $1.92K
5.52K $1.33M
NFLX
Netflix Inc

Communication Services
-2
- 0.25%
$855.86 - $1339.13 $1.71K - $2.68K
791 $1.06M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-1.53K
- 0.28%
$7.19 - $8.75 $11K - $13.4K
549K $4.8M
IBM
International Business Machines Corp

Technology
-55
- 0.41%
$221.03 - $294.78 $12.2K - $16.2K
13.5K $3.97M
Activity Summary
Buys All Purchases 112 New Holdings 18 Increased Positions 94 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 18 Puts 2
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