Focused Wealth Management, Inc Options Holdings

Focused Wealth Management, Inc

  • $737 Million
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
GOOG
Alphabet Inc.

Communication Services
CALL
$874,000
5.6K
Q1 2025
New holding
AVGO
Broadcom Inc.

Technology
PUT
$669,000
4K
Q1 2025
New holding
UBER
Uber Technologies, Inc

Technology
CALL
$437,000
6K
Q1 2025
New holding
DAL
Delta Air Lines, Inc.

Industrials
CALL
$436,000
10K
Q1 2025
New holding
ABNB
Airbnb, Inc.

Consumer Cyclical
PUT
$358,000
3K
Q1 2025
New holding
COST
Costco Wholesale Corp

Consumer Defensive
CALL
$283,000
300
Q1 2025
New holding
CSGP
Costar Group, Inc.

Real Estate
CALL
$198,000
2.5K
Q1 2025
New holding
BAC
Bank Of America Corp

Financial Services
CALL
$229,000
5.5K
Q1 2025
Reduced 34.52%
SQ
Block, Inc.

Technology
CALL
$171,000
3K
Q1 2025
New holding
BABA
Alibaba Group Holding LTD

Consumer Cyclical
CALL
$132,000
1K
Q1 2025
Reduced 80.0%
DIS
Walt Disney CO

Communication Services
CALL
$157,000
1.6K
Q1 2025
New holding
AMZN
Amazon Com Inc

Consumer Cyclical
CALL
$171,000
900
Q1 2025
New holding
NU
Nu Holdings Ltd.

Financial Services
CALL
$56,000
5.5K
Q1 2025
New holding
SOFI
So Fi Technologies, Inc.

Financial Services
CALL
$38,000
3.3K
Q1 2025
New holding
STLD
Steel Dynamics Inc

Basic Materials
CALL
$107,000
1.1K
Q1 2025
New holding
CFLT
Confluent, Inc.

Technology
CALL
$82,000
3.5K
Q1 2025
New holding
WYNN
Wynn Resorts LTD

Consumer Cyclical
CALL
$83,000
1K
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $737 Million
  • Prior Value $742 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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