Focused Wealth Management, Inc Portfolio Holdings

Focused Wealth Management, Inc

  • $820 Million
  • Q2 2025

Focused Wealth Management, Inc has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $820 Million distributed in 202 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $140M, Vanguard Value ETF with a value of $110M, Invesco Qqq Trust, Series 1 with a value of $95.9M, Vanguard Intermediate Term Cor with a value of $37.4M, and Vanguard Whitehall Fds (Vangua with a value of $27.6M.

Examining the 13F form we can see an increase of $83.6M in the current position value, from $737M to 820M.

Below you can find more details about Focused Wealth Management, Inc portfolio as well as his latest detailed transactions.

Portfolio value $820 Million
ETFs: $625 Million
Financial Services: $57.1 Million
Technology: $52.3 Million
Communication Services: $23.9 Million
Consumer Cyclical: $18 Million
Industrials: $10.7 Million
Healthcare: $8.3 Million
Consumer Defensive: $6.81 Million
Other: $17.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$760B
$545,000 0.07% of portfolio
700
Q2 2025 Reduced 16.77%
$280B
$535,000 0.07% of portfolio
2,938
Q2 2025 Added 0.69%
$143B
$452,000 0.06% of portfolio
1,968
Q2 2025 Added 0.46%
$10.8B
$509,000 0.06% of portfolio
5,802
Q2 2025 Reduced 0.87%
$144B
$456,000 0.06% of portfolio
1,278
Q4 2022 Added 6.5%
$2.81B
$491,000 0.06% of portfolio
20,010
Q1 2025 Reduced 0.82%
$43B
$512,000 0.06% of portfolio
3,975
Q2 2025 Reduced 14.53%
$1.75B
$503,000 0.06% of portfolio
46,400
Q2 2025 Added 16.0%
$364B
$524,000 0.06% of portfolio
3,292
Q2 2025 Added 0.52%
$36.3B
$456,000 0.06% of portfolio
7,923
Q2 2025 Reduced 0.54%
$74.1B
$433,000 0.05% of portfolio
4,774
Q2 2025 Added 0.1%
$40.2M
$371,000 0.05% of portfolio
570,900
Q2 2025 Added 21.24%
$379B
$404,000 0.05% of portfolio
1,103
Q2 2025 Added 0.55%
$35.8B
$372,000 0.05% of portfolio
3,716
Q2 2025 Reduced 4.0%
$74.4B
$433,000 0.05% of portfolio
1,214
Q4 2024 Reduced 1.94%
$573B
$405,000 0.05% of portfolio
1,141
Q2 2025 Added 0.09%
$33.5B
$333,000 0.04% of portfolio
4,629
Q2 2025 Reduced 0.77%
$26.1B
$313,000 0.04% of portfolio
2,256
Q2 2025 Reduced 0.62%
$236B
$356,000 0.04% of portfolio
2,511
Q2 2025 Reduced 16.52%
$81.2B
$321,000 0.04% of portfolio
3,040
Q2 2025 Added 42.06%
$51.8B
$296,000 0.04% of portfolio
1,513
Q2 2025 New
$0
$288,000 0.04% of portfolio
18,214
Q2 2025 Added 0.52%
$55.9B
$317,000 0.04% of portfolio
907
Q2 2025 New
$73.2B
$208,000 0.03% of portfolio
1,358
Q2 2025 Reduced 33.53%
$317B
$209,000 0.03% of portfolio
2,616
Q2 2025 New
$287B
$224,000 0.03% of portfolio
1,983
Q2 2025 Reduced 22.33%
$69.9B
$230,000 0.03% of portfolio
5,084
Q2 2025 Added 0.22%
$13.1B
$209,000 0.03% of portfolio
3,366
Q2 2025 Added 0.96%
$32.5B
$248,000 0.03% of portfolio
3,348
Q2 2025 New
$297B
$256,000 0.03% of portfolio
1,792
Q2 2025 Added 0.79%
$92.5B
$274,000 0.03% of portfolio
830
Q2 2025 Added 1.72%
$4.22B
$261,000 0.03% of portfolio
6,132
Q2 2025 Reduced 1.03%
$222B
$238,000 0.03% of portfolio
815
Q2 2025 Reduced 1.69%
$14.4B
$275,000 0.03% of portfolio
6,221
Q4 2024 New
$59.9B
$256,000 0.03% of portfolio
958
Q2 2025 Added 0.31%
$148B
$278,000 0.03% of portfolio
705
Q2 2025 Added 0.14%
$138B
$218,000 0.03% of portfolio
985
Q2 2025 Reduced 3.43%
$260B
$263,000 0.03% of portfolio
966
Q2 2025 Reduced 51.01%
$4.78B
$262,000 0.03% of portfolio
4,443
Q2 2025 Reduced 4.74%
$183B
$227,000 0.03% of portfolio
418
Q4 2024 New
$83.5B
$281,000 0.03% of portfolio
3,006
Q2 2025 New
$1.9B
$206,000 0.03% of portfolio
4,972
Q2 2025 Added 0.57%
$2.57B
$260,000 0.03% of portfolio
19,005
Q2 2025 Added 14.45%
$187B
$253,000 0.03% of portfolio
1,917
Q2 2025 Added 7.7%
$17.1B
$271,000 0.03% of portfolio
14,899
Q2 2025 Added 15.06%
$36.5B
$269,000 0.03% of portfolio
3,299
Q2 2025 Added 1.13%
$90.8B
$218,000 0.03% of portfolio
1,854
Q2 2025 Reduced 33.17%
$29.8B
$282,000 0.03% of portfolio
5,345
Q2 2025 Added 0.04%
$0
$132,000 0.02% of portfolio
12,569
Q2 2025 Reduced 1.12%

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $820 Million
  • Prior Value $737 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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