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
$12.6B
$200,000 0.02% of portfolio
2,140
Q1 2025 New
$65.2B
$194,000 0.02% of portfolio
4,483
Q2 2025 Reduced 30.44%
$2.61B
$165,000 0.02% of portfolio
11,310
Q2 2025 Added 2.59%
$46.9B
$140,000 0.02% of portfolio
12,912
Q2 2025 Added 5.2%
$148M
$165,000 0.02% of portfolio
108,097
Q1 2025 Added 1.27%
$0
$172,000 0.02% of portfolio
12,451
Q2 2025 Added 2.02%
$0
$177,000 0.02% of portfolio
11,454
Q2 2025 Reduced 13.55%
$4.89B
$190,000 0.02% of portfolio
25,000
Q2 2025 Reduced 3.85%
$302M
$195,000 0.02% of portfolio
32,129
Q4 2024 New
$59.3M
$50,000 0.01% of portfolio
13,343
Q1 2025 Added 8.1%
$173B
$104,000 0.01% of portfolio
659
Q2 2025 New
$830M
$110,000 0.01% of portfolio
15,591
Q2 2025 Reduced 0.08%
$64.5M
$76,000 0.01% of portfolio
26,252
Q2 2025 New
$153B
$90,000 0.01% of portfolio
178
Q2 2025 New
$134M
$117,000 0.01% of portfolio
10,000
Q3 2020 New
$46.6B
$76,000 0.01% of portfolio
5,600
Q2 2025 Reduced 6.67%
$0
$113,000 0.01% of portfolio
11,629
Q2 2025 Added 0.49%

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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