Focused Wealth Management
Latest statistics and disclosures from Focused Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, VTV, QQQ, VCIT, AAPL, and represent 49.33% of Focused Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: HIMU (+$15M), VGT (+$12M), MGK (+$12M), VCIT (+$5.7M), VTV, SPYG, VOOG, AAPL, LLY, IBM.
- Started 48 new stock positions in OXY, KO, GILD, EXC, PRU, MRSH, QQMG, POWL, WDC, HON.
- Reduced shares in these 10 stocks: BBN (-$13M), SGOV, Honeywell International, CAT, GS, BA, ETN, AMZU, SCHD, CRWD.
- Sold out of its positions in BABA, ADM, ANET, CAPR, AMZU, FSLY, Honeywell International, ISRG, SLV, KEY. PINS, REGN, RF, RKLB, ROK, CRM, SOTK, TKO, TOL, UPS.
- Focused Wealth Management was a net buyer of stock by $74M.
- Focused Wealth Management has $1.1B in assets under management (AUM), dropping by 19.26%.
- Central Index Key (CIK): 0001586052
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Portfolio Holdings for Focused Wealth Management
Focused Wealth Management holds 228 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust ST STR P500GRW (SPYG) | 15.8 | $182M | 1.5M | 118.99 |
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| Vanguard Index Fds Value Etf (VTV) | 13.6 | $157M | +3% | 720k | 217.93 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 12.1 | $139M | 188k | 736.40 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 4.7 | $54M | +11% | 649k | 82.65 |
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| Apple (AAPL) | 3.1 | $36M | +7% | 124k | 289.36 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.1 | $35M | +2% | 590k | 59.69 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 3.0 | $34M | 216k | 158.03 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.9 | $22M | 234k | 93.38 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $19M | +6% | 52k | 357.37 |
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| NVIDIA Corporation (NVDA) | 1.6 | $18M | +5% | 92k | 200.09 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.6 | $18M | +3% | 60k | 303.12 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 1.5 | $17M | +3% | 318k | 53.61 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.4 | $16M | +11% | 221k | 73.41 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 1.4 | $16M | +12% | 348k | 44.99 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $15M | 72k | 212.77 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 1.3 | $15M | -18% | 151k | 100.67 |
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| Vanguard World Mega Grwth Ind (MGK) | 1.3 | $15M | +398% | 170k | 87.91 |
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| Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU) | 1.3 | $15M | NEW | 294k | 49.80 |
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| Vanguard World Inf Tech Etf (VGT) | 1.2 | $14M | +693% | 119k | 119.52 |
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| Ishares Msci Emrg Chn (EMXC) | 1.2 | $14M | 138k | 102.30 |
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| Ishares Tr Expanded Tech (IGV) | 1.2 | $14M | 154k | 90.60 |
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| Amazon Call Option (AMZN) | 1.2 | $13M | 56k | 238.34 |
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| Tesla Motors Call Option (TSLA) | 1.1 | $12M | +6% | 29k | 420.60 |
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| Microsoft Corporation (MSFT) | 0.7 | $8.5M | +9% | 23k | 373.02 |
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| Citigroup Com New Call Option (C) | 0.7 | $8.1M | +10% | 58k | 139.96 |
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| Meta Platforms Cl A (META) | 0.6 | $7.1M | 13k | 563.28 |
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| Caterpillar (CAT) | 0.6 | $6.8M | -14% | 6.4k | 1064.97 |
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| Blackstone Group Inc Com Cl A (BX) | 0.6 | $6.7M | +2% | 57k | 117.67 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.5 | $6.2M | 58k | 106.31 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $6.1M | +14% | 12k | 500.40 |
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| International Business Machines (IBM) | 0.5 | $6.0M | +43% | 21k | 281.20 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.5 | $5.9M | 601k | 9.81 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $5.6M | 99k | 56.48 |
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| Bank of America Corporation (BAC) | 0.5 | $5.3M | 94k | 56.98 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $5.2M | +3% | 16k | 327.32 |
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| Alphabet Cap Stk Cl C Call Option (GOOG) | 0.4 | $5.1M | +33% | 15k | 353.33 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.4 | $5.1M | 92k | 55.57 |
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| Intel Corporation (INTC) | 0.4 | $5.0M | -6% | 36k | 139.63 |
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| Goldman Sachs (GS) | 0.4 | $4.7M | -18% | 4.7k | 1011.26 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.4 | $4.1M | -2% | 40k | 103.22 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $4.1M | +6% | 43k | 94.57 |
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| Ge Aerospace Com New (GE) | 0.4 | $4.1M | -2% | 11k | 373.73 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.3 | $4.0M | +498% | 49k | 82.62 |
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| Eli Lilly & Co. (LLY) | 0.3 | $3.9M | +102% | 3.3k | 1199.32 |
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| UnitedHealth (UNH) | 0.3 | $3.6M | +5% | 8.6k | 415.62 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $3.5M | +3% | 26k | 136.72 |
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| Wal-Mart Stores (WMT) | 0.3 | $3.3M | 29k | 113.26 |
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| Pfizer (PFE) | 0.3 | $3.3M | +18% | 136k | 24.08 |
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| Ge Vernova (GEV) | 0.3 | $3.2M | 2.7k | 1174.73 |
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| Constellation Energy (CEG) | 0.3 | $2.9M | -3% | 12k | 248.38 |
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| Visa Com Cl A (V) | 0.2 | $2.7M | +122% | 7.9k | 343.11 |
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| Altria (MO) | 0.2 | $2.7M | +8% | 37k | 71.95 |
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| Broadcom Put Option (AVGO) | 0.2 | $2.6M | +13% | 6.9k | 377.75 |
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| Starwood Property Trust (STWD) | 0.2 | $2.5M | -2% | 153k | 16.38 |
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| Abbvie (ABBV) | 0.2 | $2.4M | +3% | 9.7k | 251.63 |
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| Micron Technology Call Option (MU) | 0.2 | $2.4M | +125% | 2.1k | 1154.29 |
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| Applied Materials (AMAT) | 0.2 | $2.4M | -4% | 3.3k | 723.02 |
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| Marvell Technology Call Option (MRVL) | 0.2 | $2.4M | +28% | 7.9k | 297.89 |
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| Kinder Morgan (KMI) | 0.2 | $2.3M | +3% | 73k | 31.97 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.3M | +19% | 8.9k | 253.97 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.1M | 3.1k | 686.78 |
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| Prothena Corp SHS (PRTA) | 0.2 | $2.0M | 207k | 9.79 |
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| BlackRock MuniYield New York Insured Fnd (MYN) | 0.2 | $1.9M | 186k | 10.15 |
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| Nucor Corporation (NUE) | 0.2 | $1.9M | -5% | 8.4k | 222.74 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $1.8M | 5.4k | 342.85 |
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| 3M Company Call Option (MMM) | 0.1 | $1.6M | -13% | 10k | 161.91 |
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| Golub Capital BDC (GBDC) | 0.1 | $1.6M | -4% | 125k | 12.88 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.6M | 4.3k | 370.04 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.5M | 2.0k | 748.88 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $1.5M | +5% | 24k | 61.46 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $1.5M | +2% | 11k | 137.53 |
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| Royce Value Trust (RVT) | 0.1 | $1.4M | +2% | 74k | 18.47 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.3M | +10% | 1.4k | 935.54 |
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| Cisco Systems (CSCO) | 0.1 | $1.3M | +3% | 11k | 117.45 |
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| At&t (T) | 0.1 | $1.2M | +7% | 60k | 20.70 |
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| American Healthcare Reit Com Shs (AHR) | 0.1 | $1.2M | +4% | 24k | 52.15 |
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| Palo Alto Networks (PANW) | 0.1 | $1.2M | 3.6k | 341.02 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $1.2M | -5% | 13k | 91.64 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.2M | +494% | 14k | 86.14 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.2M | -20% | 10k | 116.67 |
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| Coreweave Com Cl A Call Option (CRWV) | 0.1 | $1.2M | -6% | 12k | 99.54 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.2M | +16% | 14k | 82.64 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $1.2M | 3.9k | 299.02 |
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| Walt Disney Company (DIS) | 0.1 | $1.1M | 12k | 96.25 |
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| Procter & Gamble Company Call Option (PG) | 0.1 | $1.1M | +122% | 7.6k | 146.64 |
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| Corning Incorporated (GLW) | 0.1 | $1.1M | 4.3k | 255.44 |
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| Philip Morris International (PM) | 0.1 | $1.1M | +59% | 5.9k | 180.90 |
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| Kopin Corporation (KOPN) | 0.1 | $1.0M | +8% | 229k | 4.48 |
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| Teradyne Call Option (TER) | 0.1 | $1.0M | +8% | 2.1k | 483.84 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.0M | -33% | 32k | 31.71 |
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| Merck & Co (MRK) | 0.1 | $1.0M | +8% | 7.8k | 128.51 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $930k | 1.2k | 746.50 |
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| Boeing Company (BA) | 0.1 | $910k | -43% | 4.2k | 216.47 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $901k | +50% | 7.9k | 114.18 |
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| Advanced Micro Devices (AMD) | 0.1 | $898k | +8% | 1.5k | 580.91 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $897k | +16% | 14k | 62.89 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $877k | +38% | 8.0k | 109.76 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $814k | 59k | 13.80 |
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| Nextera Energy (NEE) | 0.1 | $807k | +6% | 9.2k | 87.77 |
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| Solitario Expl & Rty Corp (XPL) | 0.1 | $741k | +29% | 985k | 0.75 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $734k | -36% | 962.00 | 763.14 |
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| Honeywell International Put Option (HON) | 0.1 | $734k | NEW | 3.3k | 223.90 |
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| Eaton Corp SHS (ETN) | 0.1 | $729k | -46% | 1.7k | 426.12 |
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| Verizon Communications (VZ) | 0.1 | $699k | +8% | 17k | 42.34 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $693k | NEW | 7.5k | 92.26 |
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| Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) | 0.1 | $689k | 9.1k | 75.68 |
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| Linde SHS (LIN) | 0.1 | $685k | +6% | 1.3k | 518.83 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $684k | 9.6k | 71.25 |
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| Nuveen Equity Premium and Growth Fund (SPXX) | 0.1 | $654k | 35k | 18.64 |
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| Oracle Corporation (ORCL) | 0.1 | $642k | +3% | 4.4k | 146.55 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $639k | 19k | 33.84 |
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| Super Micro Computer Com New (SMCI) | 0.1 | $632k | 22k | 29.33 |
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| Home Depot (HD) | 0.1 | $631k | +9% | 1.8k | 352.66 |
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| Realty Income (O) | 0.1 | $627k | +26% | 10k | 61.96 |
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| Roku Com Cl A (ROKU) | 0.1 | $623k | 4.5k | 138.14 |
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| Robinhood Mkts Com Cl A Call Option (HOOD) | 0.1 | $607k | +56% | 6.1k | 100.28 |
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| Kulicke and Soffa Industries (KLIC) | 0.1 | $592k | 4.4k | 133.77 |
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| Oklo Com Cl A (OKLO) | 0.1 | $590k | +176% | 11k | 52.33 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $576k | +2% | 2.4k | 236.60 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $574k | 6.9k | 82.84 |
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| Albemarle Corporation (ALB) | 0.0 | $571k | NEW | 4.2k | 134.95 |
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| Snowflake Com Shs (SNOW) | 0.0 | $561k | +37% | 2.2k | 254.50 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $559k | +7% | 25k | 22.37 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $555k | +2% | 4.4k | 126.57 |
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| Spdr Series Trust St Str Sp500div (SPYD) | 0.0 | $552k | 12k | 47.71 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $529k | -2% | 4.0k | 131.59 |
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| Netflix (NFLX) | 0.0 | $525k | -15% | 7.4k | 71.40 |
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| Prologis (PLD) | 0.0 | $523k | 3.9k | 135.46 |
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| Union Pacific Corporation (UNP) | 0.0 | $522k | +4% | 1.9k | 272.06 |
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| Occidental Petroleum Corporation Call Option (OXY) | 0.0 | $509k | NEW | 11k | 48.57 |
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| Honeywell Aerospace (HONA) | 0.0 | $504k | NEW | 2.3k | 221.08 |
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| Chevron Corporation (CVX) | 0.0 | $485k | +29% | 2.9k | 165.77 |
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| Consolidated Edison (ED) | 0.0 | $484k | +15% | 4.4k | 110.63 |
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| Owens Corning (OC) | 0.0 | $480k | NEW | 3.0k | 158.96 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $480k | NEW | 497.00 | 965.87 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $472k | -3% | 1.3k | 365.86 |
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| Travelers Companies (TRV) | 0.0 | $470k | +27% | 1.4k | 330.21 |
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| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.0 | $466k | 9.4k | 49.55 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $444k | 12k | 36.13 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $442k | +299% | 5.5k | 80.57 |
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| Aon Shs Cl A (AON) | 0.0 | $442k | +7% | 1.3k | 331.69 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $440k | 2.3k | 190.53 |
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| Bristol Myers Squibb (BMY) | 0.0 | $437k | +39% | 7.6k | 57.62 |
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| AFLAC Incorporated (AFL) | 0.0 | $427k | NEW | 3.6k | 117.25 |
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| Kraft Heinz (KHC) | 0.0 | $423k | NEW | 18k | 23.62 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.0 | $409k | +51% | 3.5k | 117.06 |
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| Welltower Inc Com reit (WELL) | 0.0 | $407k | +17% | 1.8k | 226.95 |
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| Delta Air Lines Com New (DAL) | 0.0 | $406k | +6% | 4.3k | 93.66 |
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| Us Bancorp Com New (USB) | 0.0 | $398k | +31% | 6.6k | 60.40 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $391k | -6% | 2.5k | 158.64 |
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| Spdr Series Trust St Str Conv Etf (CWB) | 0.0 | $390k | 3.6k | 107.83 |
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| Pepsi (PEP) | 0.0 | $384k | +20% | 2.8k | 135.41 |
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| Edison International (EIX) | 0.0 | $365k | +16% | 4.9k | 74.45 |
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| NBT Ban (NBTB) | 0.0 | $363k | 7.4k | 49.37 |
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| McDonald's Corporation (MCD) | 0.0 | $357k | +34% | 1.3k | 270.24 |
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| Oneok (OKE) | 0.0 | $356k | +5% | 4.1k | 86.95 |
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| Warby Parker Cl A Com Call Option (WRBY) | 0.0 | $354k | NEW | 12k | 30.34 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.0 | $352k | 6.8k | 51.51 |
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| Cloudflare Cl A Com (NET) | 0.0 | $349k | +17% | 1.4k | 245.28 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $335k | 702.00 | 477.63 |
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| Spdr Series Trust St Str P500val (SPYV) | 0.0 | $335k | -9% | 5.5k | 60.79 |
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| Twilio Cl A (TWLO) | 0.0 | $322k | NEW | 1.6k | 206.33 |
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| Ducommun Incorporated (DCO) | 0.0 | $320k | 1.7k | 185.21 |
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| Kla Corp Com New (KLAC) | 0.0 | $318k | NEW | 1.1k | 301.71 |
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| American Water Works (AWK) | 0.0 | $315k | 2.4k | 131.56 |
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| Coca-Cola Company (KO) | 0.0 | $305k | NEW | 3.7k | 81.27 |
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| Powell Industries (POWL) | 0.0 | $304k | NEW | 1.1k | 286.30 |
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| Truist Financial Corp equities (TFC) | 0.0 | $302k | NEW | 6.1k | 49.82 |
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| Lowe's Companies (LOW) | 0.0 | $301k | +41% | 1.4k | 220.48 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.0 | $301k | NEW | 6.0k | 49.99 |
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| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.0 | $299k | -5% | 3.3k | 90.79 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $294k | +20% | 1.6k | 189.68 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $293k | 8.4k | 34.81 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $292k | 3.9k | 75.51 |
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| Stryker Corporation (SYK) | 0.0 | $292k | -4% | 927.00 | 314.74 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $292k | NEW | 5.0k | 57.83 |
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| Valero Energy Corporation (VLO) | 0.0 | $290k | NEW | 1.1k | 260.44 |
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| Applied Optoelectronics Call Option (AAOI) | 0.0 | $284k | NEW | 1.9k | 148.16 |
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| Cigna Corp (CI) | 0.0 | $283k | +3% | 1.0k | 275.65 |
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| Illinois Tool Works (ITW) | 0.0 | $283k | NEW | 1.0k | 270.47 |
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| Nuveen Build Amer Bd (NBB) | 0.0 | $283k | -3% | 18k | 15.78 |
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| Archer Aviation Com Cl A (ACHR) | 0.0 | $276k | +37% | 58k | 4.73 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $273k | -4% | 742.00 | 368.50 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $270k | 2.9k | 92.22 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $264k | +299% | 2.1k | 124.14 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $260k | 3.4k | 77.10 |
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| Cummins (CMI) | 0.0 | $259k | NEW | 363.00 | 713.21 |
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| Cameco Corporation (CCJ) | 0.0 | $254k | NEW | 2.5k | 101.86 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $250k | 2.3k | 107.62 |
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| Bank of New York Mellon Corporation (BNY) | 0.0 | $249k | NEW | 1.7k | 144.65 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $246k | -21% | 6.8k | 36.26 |
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| Prudential Financial (PRU) | 0.0 | $244k | NEW | 2.3k | 107.94 |
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| Wp Carey (WPC) | 0.0 | $243k | NEW | 3.4k | 71.50 |
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| Amphenol Corp Cl A (APH) | 0.0 | $242k | -31% | 1.4k | 176.36 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $239k | -30% | 1.7k | 143.10 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $235k | NEW | 543.00 | 433.48 |
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| S&p Global (SPGI) | 0.0 | $235k | NEW | 578.00 | 406.93 |
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| Qualcomm (QCOM) | 0.0 | $235k | NEW | 1.3k | 184.71 |
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| Western Digital (WDC) | 0.0 | $232k | NEW | 363.00 | 638.72 |
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| Diamondback Energy (FANG) | 0.0 | $231k | NEW | 1.3k | 175.68 |
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| Exelon Corporation (EXC) | 0.0 | $229k | NEW | 4.9k | 46.62 |
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| Datadog Cl A Com (DDOG) | 0.0 | $227k | NEW | 871.00 | 260.36 |
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| Digitalocean Hldgs (DOCN) | 0.0 | $227k | NEW | 1.4k | 157.03 |
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| Comfort Systems USA (FIX) | 0.0 | $226k | NEW | 114.00 | 1982.04 |
|
| Emerson Electric Put Option (EMR) | 0.0 | $226k | NEW | 1.6k | 143.15 |
|
| Gilead Sciences (GILD) | 0.0 | $225k | NEW | 1.8k | 126.31 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $219k | NEW | 110.00 | 1990.11 |
|
| Southern Copper Corporation Call Option (SCCO) | 0.0 | $219k | NEW | 1.3k | 174.26 |
|
| Invesco Exch Traded Fd Tr Ii Esg Nasdaq 100 (QQMG) | 0.0 | $219k | NEW | 4.3k | 51.23 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $215k | 428.00 | 501.94 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $214k | +14% | 3.3k | 64.01 |
|
| Uber Technologies (UBER) | 0.0 | $212k | NEW | 2.9k | 72.16 |
|
| Capital One Financial (COF) | 0.0 | $211k | NEW | 1.1k | 200.60 |
|
| M&T Bank Corporation (MTB) | 0.0 | $211k | -12% | 885.00 | 238.12 |
|
| Marsh & McLennan Companies (MRSH) | 0.0 | $211k | NEW | 1.3k | 166.62 |
|
| Ford Motor Company (F) | 0.0 | $209k | +12% | 15k | 13.90 |
|
| Eversource Energy (ES) | 0.0 | $208k | NEW | 2.9k | 72.27 |
|
| Deere & Company (DE) | 0.0 | $207k | NEW | 327.00 | 633.48 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $207k | NEW | 2.0k | 103.47 |
|
| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.0 | $205k | NEW | 2.5k | 81.94 |
|
| Medtronic SHS (MDT) | 0.0 | $200k | NEW | 2.6k | 78.23 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $188k | 13k | 14.88 |
|
|
| Rhinebeck Bancorp (RBKB) | 0.0 | $173k | 10k | 17.31 |
|
|
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.0 | $166k | -98% | 10k | 16.17 |
|
| Purecycle Technologies (PCT) | 0.0 | $122k | 15k | 8.11 |
|
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $97k | 11k | 8.56 |
|
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $78k | 13k | 5.88 |
|
|
| Curis (CRIS) | 0.0 | $26k | -54% | 50k | 0.52 |
|
Past Filings by Focused Wealth Management
SEC 13F filings are viewable for Focused Wealth Management going back to 2013
- Focused Wealth Management 2026 Q2 filed Aug. 7, 2026
- Focused Wealth Management 2026 Q1 filed April 20, 2026
- Focused Wealth Management 2025 Q4 filed Jan. 29, 2026
- Focused Wealth Management 2025 Q3 filed Oct. 10, 2025
- Focused Wealth Management 2025 Q2 filed July 15, 2025
- Focused Wealth Management 2025 Q1 filed May 1, 2025
- Focused Wealth Management 2024 Q4 filed Jan. 28, 2025
- Focused Wealth Management 2024 Q3 filed Oct. 30, 2024
- Focused Wealth Management 2024 Q2 filed July 30, 2024
- Focused Wealth Management 2024 Q1 filed May 8, 2024
- Focused Wealth Management 2023 Q4 filed Jan. 10, 2024
- Focused Wealth Management 2023 Q3 filed Nov. 1, 2023
- Focused Wealth Management 2023 Q2 filed Aug. 8, 2023
- Focused Wealth Management 2023 Q1 filed April 13, 2023
- Focused Wealth Management 2022 Q4 filed Jan. 13, 2023
- Focused Wealth Management 2022 Q3 filed Oct. 20, 2022