Focused Wealth Management
Latest statistics and disclosures from Focused Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, VTV, TOTL, SPIB, SCHP, and represent 42.83% of Focused Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: HYD (+$14M), SPYG, VTV, BNY, TOTL, SCHP, SPIB, ABNB, VWO, Blade Air Mobility.
- Started 131 new stock positions in Honeywell Intl Inc option, VTIP, MCS, NOW, Northern Genesis Acquisition Corp., HYD, Penn Natl Gaming Inc option, ARWR, MRVL, ZI.
- Reduced shares in these 10 stocks: SPAB (-$14M), SCHG, SCHV, SCHE, , MINT, , Experience Investment Corp, SPTS, VFH.
- Sold out of its positions in Advance Auto Parts Inc call, Airbnb, Alphabet Inc-cl C, AME, Aphria Inc foreign, Apple Inc option, Asensus Surgical, Bp Plc option, BAND, Bespoke Cap Acquisition Corp.
- Focused Wealth Management was a net buyer of stock by $13M.
- Focused Wealth Management has $606M in assets under management (AUM), dropping by 7.62%.
- Central Index Key (CIK): 0001586052
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Portfolio Holdings for Focused Wealth Management
Companies in the Focused Wealth Management portfolio as of the June 2021 quarterly 13F filing
Focused Wealth Management has 990 total positions. Only the first 250 positions are shown.
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- Download the Focused Wealth Management June 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 13.5 | $82M | +5% | 1.3M | 62.97 | |
| Vanguard Index Fds Value Etf (VTV) | 9.8 | $60M | +6% | 434k | 137.46 | |
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 7.4 | $45M | +5% | 931k | 48.41 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 6.1 | $37M | +2% | 1.0M | 36.70 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 5.9 | $36M | +4% | 571k | 62.51 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 4.4 | $27M | +2% | 155k | 173.43 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 3.6 | $22M | 207k | 104.77 | ||
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 2.8 | $17M | -6% | 166k | 101.97 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.5 | $15M | +7% | 280k | 54.31 | |
| Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) | 2.4 | $14M | NEW | 224k | 63.61 | |
| Select Sector Spdr Tr Financial (XLF) | 2.2 | $14M | +5% | 368k | 36.69 | |
| Apple (AAPL) | 2.2 | $13M | 97k | 136.96 | ||
| Vanguard World Mega Grwth Ind (MGK) | 1.7 | $10M | 44k | 231.38 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 1.3 | $7.6M | 19k | 398.77 | ||
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| Spdr Ser Tr Portfolio Agrgte (SPAB) | 1.2 | $7.5M | -64% | 249k | 30.01 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.2 | $7.2M | +5% | 58k | 125.96 | |
| Blackstone Group Inc Com Cl A (BX) | 1.2 | $7.2M | -3% | 75k | 97.14 | |
| Select Sector Spdr Tr Energy (XLE) | 1.1 | $6.4M | +6% | 120k | 53.87 | |
| Bank of America Corporation (BAC) | 0.9 | $5.7M | 139k | 41.23 | ||
| Ishares Tr Expanded Tech (IGV) | 0.9 | $5.3M | +6% | 14k | 390.05 | |
| Tesla Motors (TSLA) | 0.8 | $5.0M | 7.4k | 679.67 | ||
| Spdr Ser Tr S&p Biotech (XBI) | 0.8 | $4.7M | +8% | 35k | 135.41 | |
| Facebook Cl A (FB) | 0.8 | $4.6M | -7% | 13k | 347.72 | |
| Pfizer (PFE) | 0.7 | $4.0M | 101k | 39.16 | ||
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.6 | $3.6M | 358k | 10.20 | ||
| Nuveen Equity Premium Income Fund (BXMX) | 0.6 | $3.5M | 245k | 14.37 | ||
| Blackrock N Y Mun Income Tru Sh Ben Int (BNY) | 0.5 | $3.2M | +282% | 213k | 15.10 | |
| Amazon (AMZN) | 0.5 | $3.2M | 916.00 | 3439.96 | ||
| Pimco Etf Tr Enhancd Short (EMNT) | 0.5 | $3.1M | +5% | 31k | 100.66 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.7M | 9.9k | 277.92 | ||
| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.4 | $2.7M | -8% | 54k | 50.16 | |
| Citigroup Com New (C) | 0.4 | $2.6M | 37k | 70.76 | ||
| Reaves Util Income Com Sh Ben Int (UTG) | 0.4 | $2.4M | 71k | 34.30 | ||
| General Electric Company (GE) | 0.4 | $2.4M | 180k | 13.46 | ||
| Starwood Property Trust (STWD) | 0.4 | $2.4M | -4% | 92k | 26.17 | |
| Intel Corporation (INTC) | 0.4 | $2.4M | 42k | 56.15 | ||
| Microsoft Corporation (MSFT) | 0.4 | $2.4M | 8.7k | 270.87 | ||
| Roku Com Cl A (ROKU) | 0.4 | $2.2M | 4.8k | 459.18 | ||
| Caterpillar (CAT) | 0.3 | $2.0M | 9.2k | 217.61 | ||
| Exxon Mobil Corporation (XOM) | 0.3 | $2.0M | -2% | 32k | 63.06 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.7M | 10k | 164.76 | ||
| 3M Company (MMM) | 0.3 | $1.6M | 8.2k | 198.62 | ||
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.6M | -3% | 7.1k | 222.79 | |
| International Business Machines (IBM) | 0.3 | $1.5M | +19% | 10k | 146.63 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.2 | $1.5M | 6.1k | 247.12 | ||
| Goldman Sachs (GS) | 0.2 | $1.5M | 3.8k | 379.60 | ||
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.4M | +25% | 14k | 104.27 | |
| Kinder Morgan (KMI) | 0.2 | $1.4M | 75k | 18.24 | ||
| Airbnb Com Cl A (ABNB) | 0.2 | $1.3M | +363% | 8.8k | 153.11 | |
| Applied Materials (AMAT) | 0.2 | $1.3M | +5% | 9.3k | 142.43 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $1.3M | +7% | 5.6k | 226.85 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.3M | +5% | 8.1k | 155.54 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.2M | 14k | 85.86 | ||
| Honeywell International (HON) | 0.2 | $1.2M | 5.5k | 219.33 | ||
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.2 | $1.2M | 46k | 25.77 | ||
| Nucor Corporation (NUE) | 0.2 | $1.2M | -9% | 12k | 95.96 | |
| Wal-Mart Stores (WMT) | 0.2 | $1.1M | 8.1k | 141.04 | ||
| Fastly Cl A (FSLY) | 0.2 | $1.1M | +3% | 18k | 59.59 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $1.1M | 11k | 95.09 | ||
| Pinterest Cl A (PINS) | 0.2 | $1.0M | 13k | 78.99 | ||
| Ishares Tr Mbs Etf (MBB) | 0.2 | $1.0M | 9.5k | 108.20 | ||
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $1.0M | -66% | 7.0k | 145.94 | |
| Invitae (NVTA) | 0.2 | $983k | 29k | 33.72 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $970k | 2.3k | 429.77 | ||
| At&t (T) | 0.2 | $968k | +19% | 34k | 28.79 | |
| Coupang Cl A (CPNG) | 0.2 | $958k | +9% | 23k | 41.83 | |
| Altria (MO) | 0.2 | $952k | 20k | 47.66 | ||
| Cisco Systems (CSCO) | 0.2 | $936k | 18k | 53.00 | ||
| Blade Air Mobility Cl A Com | 0.1 | $901k | NEW | 86k | 10.50 | |
| Innovative Industria A (IIPR) | 0.1 | $876k | +7% | 4.6k | 191.02 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $862k | 2.4k | 354.59 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $847k | 12k | 72.69 | ||
| Palantir Technologies Cl A (PLTR) | 0.1 | $809k | +131% | 31k | 26.36 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $784k | -14% | 20k | 40.09 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $715k | 2.5k | 286.92 | ||
| Verizon Communications (VZ) | 0.1 | $712k | +10% | 13k | 56.04 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $701k | 12k | 60.55 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $701k | 5.5k | 128.06 | ||
| Goodrx Hldgs Com Cl A (GDRX) | 0.1 | $693k | 19k | 36.03 | ||
| Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 0.1 | $670k | 7.7k | 86.70 | ||
| Merck & Co (MRK) | 0.1 | $661k | 8.5k | 77.72 | ||
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $644k | +39% | 6.3k | 101.67 | |
| Curis Com New (CRIS) | 0.1 | $635k | +11% | 79k | 8.07 | |
| 10x Genomics Cl A Com (TXG) | 0.1 | $620k | -2% | 3.2k | 195.89 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $617k | 4.6k | 133.81 | ||
| Procter & Gamble Company (PG) | 0.1 | $606k | 4.5k | 134.97 | ||
| Boeing Company (BA) | 0.1 | $594k | +4% | 2.5k | 239.61 | |
| Cleveland-cliffs (CLF) | 0.1 | $565k | 26k | 21.55 | ||
| Nextera Energy (NEE) | 0.1 | $546k | 7.4k | 73.35 | ||
| Square Cl A (SQ) | 0.1 | $539k | 2.2k | 243.89 | ||
| Bristol Myers Squibb (BMY) | 0.1 | $526k | 7.9k | 66.82 | ||
| Vanguard World Fds Financials Etf (VFH) | 0.1 | $524k | -51% | 5.8k | 90.38 | |
| Netflix (NFLX) | 0.1 | $522k | +17% | 988.00 | 528.34 | |
| Colgate-Palmolive Company (CL) | 0.1 | $520k | 6.4k | 81.29 | ||
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $508k | 9.9k | 51.26 | ||
| Overstock (OSTK) | 0.1 | $500k | NEW | 5.4k | 92.25 | |
| Pgim Etf Tr Ultra Short (PULS) | 0.1 | $497k | 10k | 49.76 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $479k | 191.00 | 2507.85 | ||
| Realty Income (O) | 0.1 | $478k | +2% | 7.2k | 66.75 | |
| Union Pacific Corporation (UNP) | 0.1 | $478k | 2.2k | 220.07 | ||
| Freeport-mcmoran CL B (FCX) | 0.1 | $477k | 13k | 37.08 | ||
| Designer Brands Cl A (DBI) | 0.1 | $461k | -35% | 28k | 16.56 | |
| Oracle Corporation (ORCL) | 0.1 | $459k | 5.9k | 77.92 | ||
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.1 | $455k | 14k | 33.19 | ||
| NVIDIA Corporation (NVDA) | 0.1 | $454k | -10% | 568.00 | 799.30 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $422k | 2.7k | 154.92 | ||
| Us Bancorp Del Com New (USB) | 0.1 | $419k | 7.4k | 56.93 | ||
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $403k | 10k | 39.54 | ||
| Sea Sponsord Ads (SE) | 0.1 | $397k | 1.4k | 274.74 | ||
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $397k | -2% | 8.7k | 45.55 | |
| American Water Works (AWK) | 0.1 | $386k | 2.5k | 153.97 | ||
| The Trade Desk Com Cl A (TTD) | 0.1 | $384k | +900% | 5.0k | 77.26 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $383k | 157.00 | 2439.49 | ||
| Walt Disney Company (DIS) | 0.1 | $380k | 2.2k | 175.68 | ||
| Curiositystream Com Cl A (CURI) | 0.1 | $371k | 27k | 13.65 | ||
| Emerson Electric (EMR) | 0.1 | $366k | 3.8k | 96.32 | ||
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $362k | 1.5k | 244.93 | ||
| Chewy Cl A (CHWY) | 0.1 | $352k | +2% | 4.4k | 79.75 | |
| Cigna Corp (CI) | 0.1 | $344k | 1.5k | 237.24 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $342k | +8% | 3.0k | 115.19 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 0.1 | $341k | NEW | 1.9k | 179.00 | |
| 1life Healthcare (ONEM) | 0.1 | $340k | +5% | 10k | 33.09 | |
| Cummins (CMI) | 0.1 | $338k | +56% | 1.4k | 244.04 | |
| Abbvie (ABBV) | 0.1 | $338k | 3.0k | 112.63 | ||
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $316k | 4.7k | 67.28 | ||
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $311k | -82% | 4.5k | 68.41 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $306k | -6% | 886.00 | 345.37 | |
| Philip Morris International (PM) | 0.0 | $293k | 3.0k | 99.05 | ||
| Johnson Ctls Intl SHS (JCI) | 0.0 | $292k | +54% | 4.3k | 68.71 | |
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $291k | 24k | 12.34 | ||
| Home Depot (HD) | 0.0 | $290k | 910.00 | 318.68 | ||
| Pepsi (PEP) | 0.0 | $289k | +7% | 1.9k | 148.36 | |
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $285k | 6.1k | 46.83 | ||
| Mondelez Intl Cl A (MDLZ) | 0.0 | $282k | -5% | 4.5k | 62.39 | |
| Sarepta Therapeutics (SRPT) | 0.0 | $281k | -10% | 3.6k | 77.73 | |
| Nautilus (NLS) | 0.0 | $277k | 16k | 16.86 | ||
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $276k | 1.4k | 195.88 | ||
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $271k | -7% | 19k | 14.07 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $270k | 5.3k | 51.25 | ||
| Simon Property (SPG) | 0.0 | $269k | 2.1k | 130.33 | ||
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $269k | -14% | 17k | 16.30 | |
| Wayfair Cl A (W) | 0.0 | $267k | +284% | 846.00 | 315.60 | |
| Deutsche Bank A G Namen Akt (DB) | 0.0 | $266k | 20k | 13.06 | ||
| Advanced Micro Devices (AMD) | 0.0 | $262k | -15% | 2.8k | 93.87 | |
| Nike CL B (NKE) | 0.0 | $261k | 1.7k | 154.44 | ||
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $256k | 4.8k | 53.07 | ||
| McDonald's Corporation (MCD) | 0.0 | $256k | +112% | 1.1k | 231.26 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $249k | 3.4k | 73.58 | ||
| Las Vegas Sands (LVS) | 0.0 | $248k | +86% | 4.7k | 52.71 | |
| Consolidated Edison (ED) | 0.0 | $244k | 3.4k | 71.64 | ||
| Prothena Corp SHS (PRTA) | 0.0 | $239k | -49% | 4.7k | 51.35 | |
| Stryker Corporation (SYK) | 0.0 | $239k | 919.00 | 260.07 | ||
| Viatris (VTRS) | 0.0 | $237k | +3% | 17k | 14.26 | |
| Spirit Airlines (SAVE) | 0.0 | $234k | +12% | 7.7k | 30.42 | |
| Kraneshares Tr Quadrtc Int Rt (IVOL) | 0.0 | $232k | -16% | 8.4k | 27.67 | |
| Iterum Therapeutics SHS (ITRM) | 0.0 | $231k | +33% | 100k | 2.31 | |
| Biogen Idec (BIIB) | 0.0 | $222k | +2% | 640.00 | 346.88 | |
| Morgan Stanley Com New (MS) | 0.0 | $219k | 2.4k | 91.67 | ||
| Farfetch Ord Sh Cl A (FTCH) | 0.0 | $218k | +2% | 4.3k | 50.42 | |
| Diamondback Energy (FANG) | 0.0 | $214k | +69% | 2.3k | 94.07 | |
| Main Street Capital Corporation (MAIN) | 0.0 | $214k | -13% | 5.2k | 41.10 | |
| Editas Medicine (EDIT) | 0.0 | $210k | -18% | 3.7k | 56.73 | |
| Travelers Companies (TRV) | 0.0 | $209k | +170% | 1.4k | 149.93 | |
| ConocoPhillips (COP) | 0.0 | $209k | 3.4k | 61.00 | ||
| Hp (HPQ) | 0.0 | $205k | 6.8k | 30.15 | ||
| Lowe's Companies (LOW) | 0.0 | $205k | 1.1k | 194.13 | ||
| Autodesk (ADSK) | 0.0 | $204k | +7% | 700.00 | 291.43 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $200k | -13% | 19k | 10.65 | |
| salesforce (CRM) | 0.0 | $195k | -5% | 799.00 | 244.06 | |
| Ally Financial (ALLY) | 0.0 | $194k | 3.9k | 49.74 | ||
| Paypal Holdings (PYPL) | 0.0 | $193k | 661.00 | 291.98 | ||
| Texas Instruments Incorporated (TXN) | 0.0 | $192k | +3900% | 1.0k | 192.00 | |
| Hca Holdings (HCA) | 0.0 | $192k | +5% | 930.00 | 206.45 | |
| Visa Com Cl A (V) | 0.0 | $190k | -33% | 814.00 | 233.42 | |
| Edison International (EIX) | 0.0 | $189k | 3.3k | 57.98 | ||
| Capri Holdings SHS (CPRI) | 0.0 | $188k | -30% | 3.3k | 57.28 | |
| Plby Group Ord (PLBY) | 0.0 | $186k | NEW | 4.8k | 38.82 | |
| Doubleline Opportunistic Cr (DBL) | 0.0 | $186k | 9.3k | 20.02 | ||
| Sunopta (STKL) | 0.0 | $185k | +42% | 15k | 12.25 | |
| Costco Wholesale Corporation (COST) | 0.0 | $183k | 464.00 | 394.40 | ||
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $182k | 2.2k | 82.76 | ||
| DaVita (DVA) | 0.0 | $181k | 1.5k | 120.67 | ||
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $181k | -10% | 4.6k | 39.23 | |
| L3harris Technologies (LHX) | 0.0 | $179k | +18% | 830.00 | 215.66 | |
| MetLife (MET) | 0.0 | $179k | 3.0k | 59.73 | ||
| Purecycle Technologies (PCT) | 0.0 | $179k | +12% | 7.6k | 23.68 | |
| Eaton Corp SHS (ETN) | 0.0 | $178k | 1.2k | 148.33 | ||
| Digital Turbine Com New (APPS) | 0.0 | $176k | -3% | 2.3k | 76.09 | |
| Crown Castle Intl (CCI) | 0.0 | $175k | 896.00 | 195.31 | ||
| Phillips 66 (PSX) | 0.0 | $175k | 2.0k | 85.62 | ||
| Capital One Financial (COF) | 0.0 | $174k | -32% | 1.1k | 154.67 | |
| eBay (EBAY) | 0.0 | $174k | +3% | 2.5k | 70.39 | |
| NetApp (NTAP) | 0.0 | $172k | 2.1k | 81.90 | ||
| Synchrony Financial (SYF) | 0.0 | $172k | -23% | 3.6k | 48.45 | |
| Fastenal Company (FAST) | 0.0 | $172k | +50% | 3.3k | 52.12 | |
| Ameriprise Financial (AMP) | 0.0 | $168k | -3% | 675.00 | 248.89 | |
| Wec Energy Group (WEC) | 0.0 | $167k | 1.9k | 88.97 | ||
| Sl Green Realty (SLG) | 0.0 | $166k | 2.1k | 79.81 | ||
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $165k | 1.6k | 103.12 | ||
| Regulus Therapeutics Com New (RGLS) | 0.0 | $163k | +100% | 200k | 0.81 | |
| Pluristem Therapeutics Com New (PSTI) | 0.0 | $162k | 41k | 3.95 | ||
| Blackrock Debt Strategies Com New (DSU) | 0.0 | $161k | 14k | 11.46 | ||
| Key (KEY) | 0.0 | $159k | 7.7k | 20.63 | ||
| Wells Fargo & Company (WFC) | 0.0 | $159k | 3.5k | 45.38 | ||
| Best Buy (BBY) | 0.0 | $158k | +41% | 1.4k | 114.91 | |
| Nrg Energy Com New (NRG) | 0.0 | $157k | 3.9k | 40.26 | ||
| Brink's Company (BCO) | 0.0 | $154k | 2.0k | 77.00 | ||
| Activision Blizzard (ATVI) | 0.0 | $153k | 1.6k | 95.39 | ||
| American Homes 4 Rent Cl A (AMH) | 0.0 | $152k | 3.9k | 38.97 | ||
| Dupont De Nemours (DD) | 0.0 | $152k | 2.0k | 77.43 | ||
| Paychex (PAYX) | 0.0 | $150k | 1.4k | 107.14 | ||
| Allstate Corporation (ALL) | 0.0 | $150k | 1.2k | 130.43 | ||
| Public Storage (PSA) | 0.0 | $150k | NEW | 500.00 | 300.00 | |
| Sirius Xm Holdings (SIRI) | 0.0 | $150k | 23k | 6.54 | ||
| Fox Corp Cl A Com (FOXA) | 0.0 | $149k | 4.0k | 37.25 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $149k | 548.00 | 271.90 | ||
| Salisbury Ban (SAL) | 0.0 | $149k | 2.9k | 50.65 | ||
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $149k | 2.4k | 63.19 | ||
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $148k | -90% | 4.5k | 32.93 | |
| Wp Carey (WPC) | 0.0 | $148k | 2.0k | 74.52 | ||
| Williams-Sonoma (WSM) | 0.0 | $148k | +825% | 925.00 | 160.00 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $148k | NEW | 1.0k | 148.00 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.0 | $147k | -82% | 4.8k | 30.61 | |
| Golub Capital BDC (GBDC) | 0.0 | $147k | 9.5k | 15.43 | ||
| Zoominfo Technologies Com Cl A (ZI) | 0.0 | $146k | NEW | 2.8k | 52.14 | |
| AmerisourceBergen (ABC) | 0.0 | $146k | 1.3k | 114.42 | ||
| United Parcel Service CL B (UPS) | 0.0 | $146k | NEW | 700.00 | 208.57 | |
| Expeditors International of Washington (EXPD) | 0.0 | $146k | NEW | 1.2k | 126.96 | |
| Lumen Technologies (LUMN) | 0.0 | $145k | +2% | 11k | 13.61 | |
| Oneok (OKE) | 0.0 | $145k | -54% | 2.6k | 55.62 | |
| Discovery Com Ser A (DISCA) | 0.0 | $144k | 4.7k | 30.64 | ||
| Marathon Oil Corporation (MRO) | 0.0 | $143k | 11k | 13.66 | ||
| McKesson Corporation (MCK) | 0.0 | $143k | +3% | 750.00 | 190.67 | |
| Regions Financial Corporation (RF) | 0.0 | $143k | 7.1k | 20.14 | ||
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 0.0 | $142k | 2.2k | 64.99 | ||
| Pulte (PHM) | 0.0 | $142k | 2.6k | 54.62 | ||
| FedEx Corporation (FDX) | 0.0 | $142k | 475.00 | 298.95 | ||
| Owens Corning (OC) | 0.0 | $142k | NEW | 1.5k | 97.93 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $141k | 2.7k | 52.71 | ||
| Norfolk Southern (NSC) | 0.0 | $140k | +1785% | 528.00 | 265.15 | |
| American Financial (AFG) | 0.0 | $140k | 1.1k | 124.44 | ||
| Rollins (ROL) | 0.0 | $139k | +12% | 4.1k | 34.32 | |
| Target Corporation (TGT) | 0.0 | $139k | -17% | 575.00 | 241.74 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $138k | 9.7k | 14.23 | ||
| Principal Financial (PFG) | 0.0 | $136k | -12% | 2.2k | 63.26 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $135k | -59% | 14k | 9.88 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $135k | NEW | 425.00 | 317.65 | |
| Eli Lilly & Co. (LLY) | 0.0 | $135k | 589.00 | 229.20 | ||
| AFLAC Incorporated (AFL) | 0.0 | $134k | +4% | 2.5k | 53.60 | |
| UnitedHealth (UNH) | 0.0 | $133k | 333.00 | 399.40 | ||
Past Filings by Focused Wealth Management
SEC 13F filings are viewable for Focused Wealth Management going back to 2013
- Focused Wealth Management 2021 Q2 filed July 15, 2021
- Focused Wealth Management 2021 Q1 filed May 3, 2021
- Focused Wealth Management 2020 Q4 filed Feb. 3, 2021
- Focused Wealth Management 2020 Q3 filed Oct. 19, 2020
- Focused Wealth Management 2020 Q2 filed July 24, 2020
- Focused Wealth Management 2020 Q1 filed May 6, 2020
- Focused Wealth Management 2019 Q4 filed Jan. 21, 2020
- Focused Wealth Management 2019 Q3 filed Nov. 6, 2019
- Focused Wealth Management 2019 Q2 filed July 19, 2019
- Focused Wealth Management 2019 Q1 filed May 3, 2019
- Focused Wealth Management 2018 Q4 filed Jan. 30, 2019
- Focused Wealth Management 2018 Q3 filed Nov. 13, 2018
- Focused Wealth Management 2018 Q2 filed Aug. 15, 2018
- Focused Wealth Management 2018 Q1 filed May 7, 2018
- Focused Wealth Management 2017 Q4 filed Feb. 13, 2018
- Focused Wealth Management 2017 Q3 filed Nov. 14, 2017