Focused Wealth Management, Inc Options Holdings

Focused Wealth Management, Inc

  • $820 Million
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
CALL
$1.1 Million
2K
Q2 2025
New holding
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$926,000
1.5K
Q2 2025
New holding
MSTR
Microstrategy Inc

Technology
CALL
$768,000
1.9K
Q2 2025
New holding
NOW
Service Now, Inc.

Technology
CALL
$411,000
400
Q2 2025
New holding
BABA
Alibaba Group Holding LTD

Consumer Cyclical
CALL
$396,000
3.5K
Q2 2025
Added 250.0%
YUM
Yum Brands Inc

Consumer Cyclical
PUT
$325,000
2.2K
Q2 2025
New holding
WMB
Williams Companies, Inc.

Energy
CALL
$314,000
5K
Q2 2025
New holding
FTNT
Fortinet, Inc.

Technology
CALL
$211,000
2K
Q2 2025
New holding
MCD
Mcdonalds Corp

Consumer Cyclical
CALL
$233,000
800
Q2 2025
New holding
FSLR
First Solar, Inc.

Technology
CALL
$248,000
1.5K
Q2 2025
New holding
DE
Deere & CO

Industrials
CALL
$152,000
300
Q2 2025
New holding
QCOM
Qualcomm Inc

Technology
CALL
$143,000
900
Q2 2025
New holding
NU
Nu Holdings Ltd.

Financial Services
CALL
$150,000
11K
Q2 2025
Added 100.0%
ISRG
Intuitive Surgical Inc

Healthcare
CALL
$163,000
300
Q2 2025
New holding
SHOP
Shopify Inc.

Technology
CALL
$92,000
800
Q2 2025
New holding
SOFI
So Fi Technologies, Inc.

Financial Services
CALL
$60,000
3.3K
Q1 2025
New holding
TTD
Trade Desk, Inc.

Technology
CALL
$107,000
1.5K
Q2 2025
New holding
INTC
Intel Corp

Technology
CALL
$123,000
5.5K
Q2 2025
New holding
FCX
Freeport Mcmoran Inc

Basic Materials
CALL
$108,000
2.5K
Q2 2025
New holding
Coreweave Inc
CALL
$0
1K
Q2 2025
New holding

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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