Focused Wealth Management

Latest statistics and disclosures from Focused Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Focused Wealth Management

Focused Wealth Management holds 1032 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Focused Wealth Management has 1032 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 14.6 $83M +4% 1.4M 59.28
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Vanguard Index Fds Value Etf (VTV) 11.9 $68M +4% 490k 137.93
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Invesco Qqq Tr Unit Ser 1 (QQQ) 7.5 $42M +3% 119k 358.27
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Ishares Tr 0-3 Mnth Treasry (SGOV) 4.7 $26M NEW 262k 100.67
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.2 $24M +6% 317k 75.98
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.2 $24M -28% 338k 69.78
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 3.7 $21M +4% 230k 91.82
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Vanguard Whitehall Fds High Div Yld (VYM) 3.7 $21M 201k 103.32
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Apple (AAPL) 2.9 $17M 97k 171.21
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.8 $16M +3% 407k 39.21
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Select Sector Spdr Tr Financial (XLF) 2.4 $14M +4% 414k 33.17
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 2.1 $12M +40% 163k 71.33
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Vanguard World Mega Grwth Ind (MGK) 1.6 $9.3M -2% 41k 226.90
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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.6 $8.9M +4% 69k 128.74
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Ishares Tr Core S&p Scp Etf (IJR) 1.3 $7.6M +6% 81k 94.33
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Blackrock Tax Municpal Bd Tr SHS (BBN) 1.3 $7.6M 500k 15.16
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Vanguard World Fds Inf Tech Etf (VGT) 1.3 $7.3M 18k 414.91
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $6.5M +81% 46k 141.69
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Blackstone Group Inc Com Cl A (BX) 1.1 $6.2M 58k 107.14
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Tesla Motors (TSLA) 1.1 $6.0M 24k 250.22
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Schwab Strategic Tr Us Tips Etf (SCHP) 1.1 $6.0M -41% 118k 50.49
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Ishares Tr Expanded Tech (IGV) 0.9 $5.3M +4% 16k 341.26
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Alphabet Cap Stk Cl A (GOOGL) 0.9 $5.2M 39k 130.86
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Amazon (AMZN) 0.8 $4.3M 34k 127.12
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $3.8M 11k 350.30
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Bank of America Corporation (BAC) 0.7 $3.8M 138k 27.38
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.6 $3.6M +169% 68k 53.56
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Meta Platforms Cl A (META) 0.6 $3.5M 12k 300.21
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Nuveen Equity Premium Income Fund (BXMX) 0.6 $3.5M 275k 12.66
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Pfizer (PFE) 0.6 $3.3M +11% 101k 33.17
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Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.6 $3.3M +2% 450k 7.37
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Microsoft Corporation (MSFT) 0.5 $3.0M 9.4k 315.76
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Walt Disney Company (DIS) 0.5 $2.9M +15% 36k 81.05
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Exxon Mobil Corporation (XOM) 0.5 $2.8M 24k 117.58
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Starwood Property Trust (STWD) 0.5 $2.8M +2% 144k 19.35
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Caterpillar (CAT) 0.4 $2.0M 7.4k 273.00
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Citigroup Com New (C) 0.3 $1.9M 47k 41.13
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Blackrock N Y Mun Income Tru Sh Ben Int (BNY) 0.3 $1.9M -23% 213k 9.10
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Intel Corporation (INTC) 0.3 $1.9M -17% 54k 35.55
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Johnson & Johnson (JNJ) 0.3 $1.7M 11k 155.75
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Nucor Corporation (NUE) 0.3 $1.6M 11k 156.35
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International Business Machines (IBM) 0.3 $1.6M 11k 140.31
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Goldman Sachs (GS) 0.3 $1.5M -18% 4.7k 323.57
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JPMorgan Chase & Co. (JPM) 0.3 $1.5M 10k 145.03
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Honeywell International (HON) 0.3 $1.5M 8.0k 184.75
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.4M -3% 6.5k 212.42
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Wal-Mart Stores (WMT) 0.2 $1.3M 8.0k 159.92
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Vanguard World Fds Health Car Etf (VHT) 0.2 $1.3M -2% 5.3k 235.09
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Verizon Communications (VZ) 0.2 $1.2M -5% 39k 32.41
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NVIDIA Corporation (NVDA) 0.2 $1.2M -5% 2.8k 434.93
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General Electric Com New (GE) 0.2 $1.2M -2% 11k 110.55
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Altria (MO) 0.2 $1.1M +2% 27k 42.05
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GSK Sponsored Adr (GSK) 0.2 $1.0M 28k 36.25
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Alphabet Cap Stk Cl C (GOOG) 0.2 $1.0M 7.6k 131.85
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Kinder Morgan (KMI) 0.2 $964k 58k 16.58
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $939k 2.2k 429.46
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Abbvie (ABBV) 0.2 $884k 5.9k 149.06
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Applied Materials (AMAT) 0.2 $854k 6.2k 138.44
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $801k 12k 68.42
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3M Company (MMM) 0.1 $786k 8.4k 93.62
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Pimco Etf Tr Active Bd Etf (BOND) 0.1 $779k -7% 8.9k 87.90
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $771k -2% 5.5k 139.70
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $762k 1.9k 392.75
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Merck & Co (MRK) 0.1 $714k 6.9k 102.96
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Royce Value Trust (RVT) 0.1 $697k +2% 54k 12.87
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Vanguard Index Fds Growth Etf (VUG) 0.1 $682k 2.5k 272.26
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Cisco Systems (CSCO) 0.1 $670k 13k 53.76
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Pinterest Cl A (PINS) 0.1 $632k -8% 23k 27.03
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Super Micro Computer (SMCI) 0.1 $617k 2.3k 274.22
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Kimberly-Clark Corporation (KMB) 0.1 $560k -10% 4.6k 120.86
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $557k 16k 35.07
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Nextera Energy (NEE) 0.1 $536k 9.4k 57.29
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $520k -22% 7.1k 72.72
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Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $515k 22k 23.08
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.1 $494k 10k 49.49
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Procter & Gamble Company (PG) 0.1 $480k 3.3k 145.86
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Oracle Corporation (ORCL) 0.1 $475k +13% 4.5k 105.92
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Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $475k 9.9k 47.89
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Roku Com Cl A (ROKU) 0.1 $467k 6.6k 70.59
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Archer Daniels Midland Company (ADM) 0.1 $422k 5.6k 75.42
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $411k 2.6k 155.37
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Spdr Gold Tr Gold Shs (GLD) 0.1 $405k 2.4k 171.47
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $389k -7% 5.7k 67.80
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Vaneck Etf Trust High Yld Munietf (HYD) 0.1 $373k 7.6k 49.07
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Emerson Electric (EMR) 0.1 $371k 3.8k 96.56
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Pepsi (PEP) 0.1 $362k -5% 2.1k 169.48
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Reaves Util Income Com Sh Ben Int (UTG) 0.1 $360k -85% 15k 24.65
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Vanguard World Fds Financials Etf (VFH) 0.1 $357k 4.4k 80.33
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $356k 1.4k 249.37
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.1 $348k -46% 11k 31.45
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Bristol Myers Squibb (BMY) 0.1 $344k 5.9k 58.04
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Shopify Cl A (SHOP) 0.1 $340k +157% 6.2k 54.57
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Colgate-Palmolive Company (CL) 0.1 $338k 4.7k 71.11
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Fastly Cl A (FSLY) 0.1 $330k 17k 19.17
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Consolidated Edison (ED) 0.1 $327k 3.8k 85.53
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Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $324k 14k 22.47
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Chevron Corporation (CVX) 0.1 $313k +7% 1.9k 168.61
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Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.1 $311k +12% 13k 23.84
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American Water Works (AWK) 0.1 $305k 2.5k 123.84
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Home Depot (HD) 0.1 $304k 1.0k 302.08
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Union Pacific Corporation (UNP) 0.1 $304k 1.5k 203.64
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $303k -36% 1.6k 189.10
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Eli Lilly & Co. (LLY) 0.1 $295k 550.00 537.13
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The Trade Desk Com Cl A (TTD) 0.1 $290k -8% 3.7k 78.15
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Innovative Industria A (IIPR) 0.1 $289k 3.8k 75.67
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M&T Bank Corporation (MTB) 0.1 $287k 2.3k 126.43
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Ishares Tr S&p 100 Etf (OEF) 0.1 $287k 1.4k 200.65
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Netflix (NFLX) 0.1 $285k +3% 754.00 377.60
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Realty Income (O) 0.1 $284k 5.7k 49.94
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.0 $281k -22% 6.8k 41.26
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C3 Ai Cl A (AI) 0.0 $277k +21600% 11k 25.52
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Airbnb Com Cl A (ABNB) 0.0 $275k -2% 2.0k 137.21
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.0 $273k -17% 3.0k 91.59
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Eaton Corp SHS (ETN) 0.0 $273k 1.3k 213.28
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Philip Morris International (PM) 0.0 $260k -2% 2.8k 92.59
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Freeport-mcmoran CL B (FCX) 0.0 $257k 6.9k 37.29
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $251k 750.00 334.74
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $250k 7.5k 33.57
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.0 $249k 4.7k 52.49
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $248k 5.3k 46.55
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $247k -5% 4.3k 57.15
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UnitedHealth (UNH) 0.0 $246k 488.00 504.04
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Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $241k 3.5k 68.05
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $237k +2% 3.3k 72.31
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Schlumberger Com Stk (SLB) 0.0 $234k +38% 4.0k 58.30
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Cigna Corp (CI) 0.0 $234k 816.00 286.24
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Digitalocean Hldgs (DOCN) 0.0 $224k 9.3k 24.03
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $215k -62% 2.3k 94.06
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Penn National Gaming (PENN) 0.0 $215k 9.4k 22.95
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Eaton Vance Tax Managed Diversified Eq. (ETY) 0.0 $213k 19k 11.54
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Dxc Technology (DXC) 0.0 $210k +10752% 10k 20.83
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Oneok (OKE) 0.0 $205k +6% 3.2k 63.44
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Ishares Tr Ishares Biotech (IBB) 0.0 $202k -8% 1.7k 122.27
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Main Street Capital Corporation (MAIN) 0.0 $199k -4% 4.9k 40.63
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Spdr Index Shs Fds Euro Stoxx 50 (FEZ) 0.0 $199k 4.7k 42.01
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Edison International (EIX) 0.0 $199k 3.1k 63.28
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Visa Com Cl A (V) 0.0 $192k 835.00 230.06
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $184k 1.8k 100.13
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $179k -36% 2.8k 64.45
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salesforce (CRM) 0.0 $174k 857.00 202.78
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Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $174k -3% 2.0k 86.74
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Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $172k 7.1k 24.34
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Curis 0.0 $171k NEW 26k 6.59
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Stryker Corporation (SYK) 0.0 $170k 621.00 273.15
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At&t (T) 0.0 $168k -4% 11k 15.02
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Palantir Technologies Cl A (PLTR) 0.0 $168k 11k 16.00
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Us Bancorp Del Com New (USB) 0.0 $163k 4.9k 33.06
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Wec Energy Group (WEC) 0.0 $162k 2.0k 80.56
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Elastic N V Ord Shs (ESTC) 0.0 $162k 2.0k 81.24
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Eaton Vance Tax Managed Buy Write Opport (ETV) 0.0 $161k 14k 11.97
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Wp Carey (WPC) 0.0 $160k 3.0k 54.08
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Coupang Cl A (CPNG) 0.0 $159k 9.4k 17.00
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Albemarle Corporation (ALB) 0.0 $157k +57% 925.00 169.95
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NBT Ban (NBTB) 0.0 $153k NEW 4.8k 31.69
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Travelers Companies (TRV) 0.0 $151k 927.00 163.37
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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $151k -3% 2.9k 51.99
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $146k 550.00 265.99
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Nike CL B (NKE) 0.0 $146k 1.5k 95.64
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Select Sector Spdr Tr Energy (XLE) 0.0 $141k -3% 1.6k 90.41
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Golub Capital BDC (GBDC) 0.0 $138k +2% 9.4k 14.67
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $137k 2.4k 56.47
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Warner Bros Discovery Com Ser A (WBD) 0.0 $137k -9% 13k 10.86
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Coca-Cola Company (KO) 0.0 $135k -2% 2.4k 55.98
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McDonald's Corporation (MCD) 0.0 $135k -3% 513.00 263.22
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Blackrock Debt Strategies Com New (DSU) 0.0 $133k -3% 13k 10.27
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Mondelez Intl Cl A (MDLZ) 0.0 $132k 1.9k 69.40
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Peakstone Realty Trust Common Shares (PKST) 0.0 $131k 7.9k 16.64
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BlackRock Corporate High Yield Fund VI (HYT) 0.0 $131k 15k 8.63
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Chewy Cl A (CHWY) 0.0 $131k 7.2k 18.26
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CVS Caremark Corporation (CVS) 0.0 $130k 1.9k 69.82
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Medtronic SHS (MDT) 0.0 $130k -3% 1.7k 78.34
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Delta Air Lines Inc Del Com New (DAL) 0.0 $130k 3.5k 37.00
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Boeing Company (BA) 0.0 $127k +9% 665.00 191.54
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Ishares Tr Pfd And Incm Sec (PFF) 0.0 $126k 4.2k 30.15
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Fortinet (FTNT) 0.0 $123k 2.1k 58.68
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $121k +11% 282.00 427.48
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Ford Motor Company (F) 0.0 $121k +2% 9.7k 12.42
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Advanced Micro Devices (AMD) 0.0 $120k -21% 1.2k 102.82
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Lowe's Companies (LOW) 0.0 $116k 559.00 207.94
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Cion Invt Corp (CION) 0.0 $115k 11k 10.57
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Ishares Tr Ibonds 23 Trm Ts (IBTD) 0.0 $112k +11% 4.5k 24.82
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Match Group (MTCH) 0.0 $110k NEW 2.8k 39.17
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Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $109k +10% 5.0k 21.85
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $109k 9.9k 10.95
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Select Sector Spdr Tr Technology (XLK) 0.0 $108k 658.00 163.81
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $108k 3.2k 33.96
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Kraneshares Tr Quadrtc Int Rt (IVOL) 0.0 $106k 5.1k 20.56
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Tyson Foods Cl A (TSN) 0.0 $106k 2.1k 50.49
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $106k 1.5k 72.36
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American Electric Power Company (AEP) 0.0 $105k 1.4k 75.22
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Ishares Tr Select Divid Etf (DVY) 0.0 $103k 960.00 107.62
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Toast Cl A (TOST) 0.0 $103k 5.5k 18.73
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Enterprise Products Partners (EPD) 0.0 $102k 3.7k 27.37
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Textron (TXT) 0.0 $102k 1.3k 78.14
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Blade Air Mobility Cl A Com (BLDE) 0.0 $102k 39k 2.59
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Archer Aviation Com Cl A (ACHR) 0.0 $101k +58% 20k 5.06
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Chipotle Mexican Grill (CMG) 0.0 $101k 55.00 1831.84
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FirstEnergy (FE) 0.0 $100k 2.9k 34.18
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Vanguard World Fds Energy Etf (VDE) 0.0 $98k 776.00 126.75
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Southern Copper Corporation (SCCO) 0.0 $98k 1.3k 75.29
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.0 $95k 1.6k 59.97
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Novartis Sponsored Adr (NVS) 0.0 $95k 931.00 101.88
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Expedia Group Com New (EXPE) 0.0 $94k 908.00 103.07
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Williams-Sonoma (WSM) 0.0 $93k 600.00 155.40
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Spdr Ser Tr S&p Metals Mng (XME) 0.0 $93k 1.8k 52.49
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Lockheed Martin Corporation (LMT) 0.0 $93k -2% 228.00 408.49
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Exelon Corporation (EXC) 0.0 $92k 2.4k 37.78
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Illumina (ILMN) 0.0 $91k 659.00 137.28
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Thermo Fisher Scientific (TMO) 0.0 $90k 178.00 507.29
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Abbott Laboratories (ABT) 0.0 $88k -2% 913.00 96.80
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $88k -10% 3.7k 23.94
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Uber Technologies (UBER) 0.0 $88k 1.9k 45.99
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Constellation Energy (CEG) 0.0 $88k 803.00 109.13
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Doordash Cl A (DASH) 0.0 $87k 1.1k 79.47
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $87k 641.00 135.60
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Halliburton Company (HAL) 0.0 $87k 2.1k 40.50
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Arthur J. Gallagher & Co. (AJG) 0.0 $87k 380.00 227.93
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Mongodb Cl A (MDB) 0.0 $87k 250.00 345.86
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Ishares Tr Msci Kld400 Soc (DSI) 0.0 $86k 1.1k 81.38
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Astrazeneca Sponsored Adr (AZN) 0.0 $85k 1.3k 67.71
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $84k 209.00 399.45
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Global E Online SHS (GLBE) 0.0 $84k -12% 2.1k 39.74
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Gilead Sciences (GILD) 0.0 $83k 1.1k 74.93
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Coca-cola Europacific Partne SHS (CCEP) 0.0 $83k 1.3k 62.47
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Capital One Financial (COF) 0.0 $83k 850.00 97.05
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.0 $82k -6% 564.00 145.28
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Old Dominion Freight Line (ODFL) 0.0 $82k 200.00 409.14
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Helen Of Troy (HELE) 0.0 $82k 700.00 116.56
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Kroger (KR) 0.0 $81k 1.8k 44.75
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Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.0 $80k 1.7k 46.80
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Balchem Corporation (BCPC) 0.0 $79k 637.00 124.06
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Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) 0.0 $78k 3.7k 21.18
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Viatris (VTRS) 0.0 $78k 7.9k 9.86
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Polestar Automotive Hldg Uk Ads A (PSNY) 0.0 $77k 29k 2.64
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BlackRock MuniYield New York Insured Fnd (MYN) 0.0 $76k NEW 8.6k 8.86
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Dominion Resources (D) 0.0 $76k 1.7k 44.68
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World Gold Tr Spdr Gld Minis (GLDM) 0.0 $76k 2.1k 36.66
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Illinois Tool Works (ITW) 0.0 $75k 325.00 230.56
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Southern Company (SO) 0.0 $75k 1.2k 64.73
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Purecycle Technologies (PCT) 0.0 $75k 13k 5.61
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S&p Global (SPGI) 0.0 $74k 203.00 365.48
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Dave & Buster's Entertainmnt (PLAY) 0.0 $74k NEW 2.0k 37.07
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $73k 1.0k 70.79
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Oxford Industries (OXM) 0.0 $72k 750.00 96.13
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Procore Technologies (PCOR) 0.0 $72k 1.1k 65.32
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Raytheon Technologies Corp (RTX) 0.0 $72k 995.00 72.00
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Atmos Energy Corporation (ATO) 0.0 $72k 676.00 105.93
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Progressive Corporation (PGR) 0.0 $71k 511.00 139.24
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Ishares Gold Tr Ishares New (IAU) 0.0 $71k 2.0k 34.99
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Sono Tek (SOTK) 0.0 $69k 13k 5.22
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Past Filings by Focused Wealth Management

SEC 13F filings are viewable for Focused Wealth Management going back to 2013

View all past filings