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 42.14% of Focused Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$8.8M), TSLA, TOTL, STWD, EMNT, SCHP, VTV, SPIB, SPAB, PALL.
- Started 110 new stock positions in FNDX, SCHC, Disney Walt Co option, BYD, FNDC, CRWD, EMLC, COST, NEWR, Vale S A option.
- Reduced shares in these 10 stocks: MINT, ARI, NEAR, SRPT, MGK, SPYG, VYM, FB, VWO, TWLO.
- Sold out of its positions in Abbvie, ALK, ARLP, Applied Matls Inc option, Archer Daniels Midland Co option, Baxter Intl Inc option, Biotelemetry Inc cmn, Biotelemetry Inc cmn, Boeing Co option, CSQ.
- Focused Wealth Management was a net buyer of stock by $17M.
- Focused Wealth Management has $460M in assets under management (AUM), dropping by 6.71%.
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Portfolio Holdings for Focused Wealth Management
Companies in the Focused Wealth Management portfolio as of the September 2020 quarterly 13F filing
Focused Wealth Management has 832 total positions. Only the first 250 positions are shown.
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- Download the Focused Wealth Management September 2020 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 | $62M | 1.2M | 50.11 | ||
| Vanguard Index Fds Value Etf (VTV) | 8.4 | $39M | +2% | 371k | 104.51 | |
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 8.3 | $38M | +6% | 775k | 49.31 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 6.1 | $28M | +3% | 763k | 36.76 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 5.8 | $27M | +4% | 435k | 61.63 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 4.8 | $22M | 150k | 147.40 | ||
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 3.6 | $17M | +4% | 538k | 30.81 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 3.6 | $17M | 204k | 80.93 | ||
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 3.5 | $16M | -6% | 160k | 101.96 | |
| Apple (AAPL) | 2.5 | $12M | +301% | 101k | 115.81 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.4 | $11M | -2% | 260k | 43.24 | |
| Vanguard World Mega Grwth Ind (MGK) | 1.9 | $8.9M | -4% | 48k | 185.41 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 1.8 | $8.1M | +3% | 337k | 24.07 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 1.4 | $6.2M | -2% | 20k | 311.42 | |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.1 | $5.3M | +5% | 50k | 105.48 | |
| Blackstone Group Com Cl A (BX) | 0.9 | $4.1M | 79k | 52.20 | ||
| Spdr Ser Tr S&p Biotech (XBI) | 0.9 | $4.0M | 36k | 111.44 | ||
| Facebook Cl A (FB) | 0.8 | $3.9M | -6% | 15k | 261.89 | |
| Ishares Tr Expanded Tech (IGV) | 0.8 | $3.8M | +2% | 12k | 311.12 | |
| Tesla Motors (TSLA) | 0.8 | $3.7M | +416% | 8.6k | 429.00 | |
| Bank of America Corporation (BAC) | 0.8 | $3.6M | 149k | 24.09 | ||
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.7 | $3.0M | 408k | 7.36 | ||
| Amazon (AMZN) | 0.6 | $3.0M | 939.00 | 3149.09 | ||
| Select Sector Spdr Tr Energy (XLE) | 0.6 | $2.9M | +9% | 99k | 29.95 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $2.8M | 25k | 115.17 | ||
| Nuveen Equity Premium Income Fund (BXMX) | 0.6 | $2.7M | 243k | 11.28 | ||
| Intel Corporation (INTC) | 0.5 | $2.5M | 49k | 51.77 | ||
| Pfizer (PFE) | 0.5 | $2.5M | 68k | 36.70 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.3M | 11k | 212.90 | ||
| Reaves Util Income Com Sh Ben Int (UTG) | 0.5 | $2.1M | 67k | 31.29 | ||
| Microsoft Corporation (MSFT) | 0.4 | $2.0M | -2% | 9.5k | 210.36 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $1.8M | 35k | 52.20 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.4 | $1.8M | -2% | 6.1k | 294.00 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.4 | $1.8M | 64k | 27.40 | ||
| Johnson & Johnson (JNJ) | 0.3 | $1.6M | +5% | 11k | 148.90 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.6M | -6% | 9.3k | 170.27 | |
| Fastly Cl A (FSLY) | 0.3 | $1.5M | +4% | 16k | 93.67 | |
| Ishares U S Etf Tr Sht Mat Bd Etf (NEAR) | 0.3 | $1.5M | -36% | 30k | 50.10 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.3 | $1.4M | -4% | 6.9k | 204.06 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.4M | -2% | 16k | 88.24 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $1.4M | 51k | 26.77 | ||
| Citigroup Com New (C) | 0.3 | $1.4M | -2% | 32k | 43.11 | |
| Caterpillar (CAT) | 0.3 | $1.3M | 9.0k | 149.11 | ||
| 3M Company (MMM) | 0.3 | $1.3M | 8.2k | 160.14 | ||
| Wal-Mart Stores (WMT) | 0.3 | $1.3M | 9.0k | 139.96 | ||
| Invitae (NVTA) | 0.3 | $1.3M | -2% | 29k | 43.33 | |
| General Electric Company (GE) | 0.3 | $1.2M | 197k | 6.23 | ||
| Starwood Property Trust (STWD) | 0.3 | $1.2M | +5150% | 79k | 15.08 | |
| Pimco Etf Tr Enhancd Short (EMNT) | 0.2 | $1.1M | NEW | 11k | 100.91 | |
| BlackRock New York Insured Municipal (BSE) | 0.2 | $1.1M | 84k | 13.07 | ||
| Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | -7% | 31k | 34.33 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $1.1M | 11k | 95.83 | ||
| Blackrock Ny Mun Income Tr I (BFY) | 0.2 | $1.0M | +37% | 74k | 13.60 | |
| International Business Machines (IBM) | 0.2 | $922k | 7.6k | 121.65 | ||
| Honeywell International (HON) | 0.2 | $902k | 5.5k | 164.54 | ||
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $900k | 11k | 79.68 | ||
| Goldman Sachs (GS) | 0.2 | $894k | 4.4k | 200.99 | ||
| Roku Com Cl A (ROKU) | 0.2 | $888k | -10% | 4.7k | 188.70 | |
| Cloudera (CLDR) | 0.2 | $804k | -4% | 74k | 10.89 | |
| Blackrock New York Municipal Bond Trust (BQH) | 0.2 | $795k | 51k | 15.74 | ||
| Vanguard World Fds Financials Etf (VFH) | 0.2 | $788k | -8% | 14k | 58.48 | |
| Verizon Communications (VZ) | 0.2 | $788k | 13k | 59.53 | ||
| Blackrock N Y Mun Income Tr Sh Ben Int (BNY) | 0.2 | $782k | 58k | 13.56 | ||
| JPMorgan Chase & Co. (JPM) | 0.2 | $753k | -2% | 7.8k | 96.25 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.2 | $751k | -3% | 25k | 30.71 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $733k | -10% | 2.2k | 335.93 | |
| Merck & Co (MRK) | 0.1 | $688k | +17% | 8.3k | 83.01 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $687k | 3.0k | 230.92 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $684k | 5.4k | 126.53 | ||
| Kimberly-Clark Corporation (KMB) | 0.1 | $681k | 4.6k | 147.69 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $667k | -3% | 2.4k | 277.69 | |
| Nucor Corporation (NUE) | 0.1 | $652k | +9% | 15k | 44.88 | |
| Pinterest Cl A (PINS) | 0.1 | $626k | +49% | 15k | 41.53 | |
| Procter & Gamble Company (PG) | 0.1 | $607k | -18% | 4.4k | 139.06 | |
| The Trade Desk Com Cl A (TTD) | 0.1 | $598k | -9% | 1.2k | 518.65 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $559k | 2.5k | 227.51 | ||
| Aberdeen Std Palladium Etf T Physcl Palladm (PALL) | 0.1 | $540k | NEW | 2.5k | 216.43 | |
| Applied Materials (AMAT) | 0.1 | $538k | +6% | 9.0k | 59.50 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $510k | 9.9k | 51.46 | ||
| Pgim Etf Tr Ultra Short (PULS) | 0.1 | $499k | 10k | 49.96 | ||
| Nextera Energy (NEE) | 0.1 | $494k | -7% | 1.8k | 277.37 | |
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.1 | $493k | 36k | 13.84 | ||
| Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 0.1 | $483k | +2% | 7.0k | 68.88 | |
| At&t (T) | 0.1 | $476k | +28% | 17k | 28.52 | |
| Bristol Myers Squibb (BMY) | 0.1 | $473k | +33% | 7.9k | 60.24 | |
| Jd.com Spon Adr Cl A (JD) | 0.1 | $450k | -9% | 5.8k | 77.56 | |
| Realty Income (O) | 0.1 | $449k | 7.4k | 60.74 | ||
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.1 | $448k | 13k | 33.32 | ||
| Redfin Corp (RDFN) | 0.1 | $448k | -5% | 9.0k | 49.92 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) | 0.1 | $439k | 2.1k | 210.75 | ||
| Square Cl A (SQ) | 0.1 | $438k | -5% | 2.7k | 162.70 | |
| Nautilus (NLS) | 0.1 | $438k | NEW | 26k | 17.16 | |
| Netflix (NFLX) | 0.1 | $430k | +6% | 860.00 | 500.00 | |
| Cisco Systems (CSCO) | 0.1 | $426k | -3% | 11k | 39.37 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $420k | -5% | 14k | 30.23 | |
| Union Pacific Corporation (UNP) | 0.1 | $417k | 2.1k | 196.70 | ||
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $401k | -12% | 11k | 36.53 | |
| American Water Works (AWK) | 0.1 | $400k | 2.8k | 144.88 | ||
| Spdr Index Shs Fds Msci Emrg Mkts (QEMM) | 0.1 | $393k | 7.0k | 56.48 | ||
| NVIDIA Corporation (NVDA) | 0.1 | $392k | +5% | 724.00 | 541.44 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $385k | 3.3k | 117.95 | ||
| Colgate-Palmolive Company (CL) | 0.1 | $366k | 4.7k | 77.07 | ||
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $358k | 2.8k | 128.82 | ||
| Boeing Company (BA) | 0.1 | $354k | -4% | 2.1k | 165.27 | |
| Oracle Corporation (ORCL) | 0.1 | $352k | +45% | 5.9k | 59.72 | |
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.1 | $309k | 28k | 10.88 | ||
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $304k | 1.1k | 277.63 | ||
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $300k | +402% | 1.7k | 177.20 | |
| Amgen (AMGN) | 0.1 | $299k | -12% | 1.2k | 254.47 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $295k | -12% | 201.00 | 1467.66 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $294k | 4.6k | 63.68 | ||
| 1life Healthcare (ONEM) | 0.1 | $294k | +14% | 10k | 28.34 | |
| Us Bancorp Del Com New (USB) | 0.1 | $288k | 8.0k | 35.81 | ||
| Disney Walt Com Disney (DIS) | 0.1 | $288k | 2.3k | 124.25 | ||
| Editas Medicine (EDIT) | 0.1 | $284k | -18% | 10k | 28.05 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $280k | 1.5k | 188.43 | ||
| Deutsche Bank A G Namen Akt (DB) | 0.1 | $278k | 33k | 8.40 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $275k | -23% | 187.00 | 1470.59 | |
| Teladoc (TDOC) | 0.1 | $274k | +1462% | 1.3k | 219.20 | |
| Innovative Industria A (IIPR) | 0.1 | $271k | +560% | 2.2k | 124.31 | |
| Consolidated Edison (ED) | 0.1 | $267k | 3.4k | 77.89 | ||
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.1 | $267k | -3% | 30k | 9.00 | |
| Sarepta Therapeutics (SRPT) | 0.1 | $264k | -74% | 1.9k | 140.58 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $253k | 3.1k | 82.73 | ||
| Altria (MO) | 0.1 | $251k | 6.5k | 38.70 | ||
| Emerson Electric (EMR) | 0.1 | $249k | 3.8k | 65.53 | ||
| BlackRock Corporate High Yield Fund VI (HYT) | 0.1 | $249k | 23k | 10.67 | ||
| Abbvie (ABBV) | 0.1 | $247k | -30% | 2.8k | 87.68 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $243k | 4.2k | 57.56 | ||
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $238k | -4% | 1.5k | 155.86 | |
| Cleveland-cliffs (CLF) | 0.1 | $236k | 37k | 6.42 | ||
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $228k | -13% | 4.4k | 52.35 | |
| Micron Technology (MU) | 0.0 | $228k | -2% | 4.9k | 46.98 | |
| McDonald's Corporation (MCD) | 0.0 | $227k | -13% | 1.0k | 219.75 | |
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $221k | -10% | 6.1k | 36.41 | |
| Equity Comwlth Cum Pfd S D 6.5% (EQC.PD) | 0.0 | $218k | NEW | 7.5k | 29.07 | |
| Philip Morris International (PM) | 0.0 | $216k | 2.9k | 75.13 | ||
| Regeneron Pharmaceuticals Put Put Option | 0.0 | $211k | NEW | 4.0k | 52.75 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $201k | 4.9k | 40.95 | ||
| Pepsi (PEP) | 0.0 | $199k | 1.4k | 138.48 | ||
| Prothena Corp SHS (PRTA) | 0.0 | $196k | +8% | 20k | 9.97 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $194k | -3% | 5.3k | 36.40 | |
| Stryker Corporation (SYK) | 0.0 | $191k | 918.00 | 208.06 | ||
| Target Corporation (TGT) | 0.0 | $189k | 1.2k | 157.50 | ||
| Home Depot (HD) | 0.0 | $189k | 679.00 | 278.35 | ||
| Advanced Micro Devices (AMD) | 0.0 | $188k | +360% | 2.3k | 81.99 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $185k | 5.4k | 34.30 | ||
| Main Street Capital Corporation (MAIN) | 0.0 | $183k | +2% | 6.2k | 29.64 | |
| Republic Services (RSG) | 0.0 | $182k | 2.0k | 93.33 | ||
| Wec Energy Group (WEC) | 0.0 | $178k | 1.8k | 96.95 | ||
| Biogen Idec (BIIB) | 0.0 | $177k | 625.00 | 283.20 | ||
| salesforce (CRM) | 0.0 | $173k | 690.00 | 250.72 | ||
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $170k | -16% | 5.6k | 30.54 | |
| Medtronic SHS (MDT) | 0.0 | $170k | 1.6k | 103.72 | ||
| Skyworks Solutions (SWKS) | 0.0 | $169k | +248% | 1.2k | 145.82 | |
| Sea Sponsord Ads (SE) | 0.0 | $169k | NEW | 1.1k | 153.64 | |
| Doubleline Opportunistic Cr (DBL) | 0.0 | $168k | 8.8k | 19.04 | ||
| Kraft Heinz (KHC) | 0.0 | $166k | -3% | 5.5k | 29.96 | |
| Waste Management (WM) | 0.0 | $165k | -14% | 1.5k | 112.86 | |
| Visa Com Cl A (V) | 0.0 | $163k | 816.00 | 199.75 | ||
| Fidelity National Information Services (FIS) | 0.0 | $162k | 1.1k | 147.27 | ||
| Acushnet Holdings Corp (GOLF) | 0.0 | $161k | 4.8k | 33.54 | ||
| Synchrony Financial (SYF) | 0.0 | $160k | 6.1k | 26.23 | ||
| Ameriprise Financial (AMP) | 0.0 | $158k | -2% | 1.0k | 154.15 | |
| Fortive (FTV) | 0.0 | $157k | 2.1k | 76.36 | ||
| Public Service Enterprise (PEG) | 0.0 | $155k | 2.8k | 55.00 | ||
| Curis Com New (CRIS) | 0.0 | $150k | +108% | 128k | 1.17 | |
| Prudential Financial (PRU) | 0.0 | $150k | 2.4k | 63.56 | ||
| Lowe's Companies (LOW) | 0.0 | $148k | 892.00 | 165.92 | ||
| Oneok (OKE) | 0.0 | $145k | 5.6k | 26.04 | ||
| Edison International (EIX) | 0.0 | $145k | 2.9k | 50.77 | ||
| Hp (HPQ) | 0.0 | $144k | 7.6k | 18.95 | ||
| Pulte (PHM) | 0.0 | $143k | -13% | 3.1k | 46.13 | |
| Morgan Stanley Com New (MS) | 0.0 | $142k | 2.9k | 48.32 | ||
| General Mills (GIS) | 0.0 | $142k | 2.3k | 61.74 | ||
| General Motors Company (GM) | 0.0 | $142k | +2% | 4.8k | 29.60 | |
| Hca Holdings (HCA) | 0.0 | $141k | 1.1k | 124.78 | ||
| Cigna Corp (CI) | 0.0 | $140k | 825.00 | 169.70 | ||
| Watsco, Incorporated (WSO) | 0.0 | $140k | 600.00 | 233.33 | ||
| Alteryx Com Cl A (AYX) | 0.0 | $139k | -10% | 1.2k | 113.19 | |
| Ametek (AME) | 0.0 | $139k | -15% | 1.4k | 99.29 | |
| Brown Forman Corp CL B (BF.B) | 0.0 | $139k | -13% | 1.9k | 75.14 | |
| Blackrock Debt Strategies Com New (DSU) | 0.0 | $139k | -2% | 14k | 9.93 | |
| Costco Wholesale Corporation (COST) | 0.0 | $138k | NEW | 390.00 | 353.85 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $137k | 2.0k | 70.26 | ||
| Sun Communities (SUI) | 0.0 | $137k | -2% | 975.00 | 140.51 | |
| Johnson Ctls Intl SHS (JCI) | 0.0 | $137k | 3.4k | 40.90 | ||
| Chewy Cl A (CHWY) | 0.0 | $136k | +77% | 2.5k | 54.84 | |
| Wells Fargo & Company (WFC) | 0.0 | $135k | +53% | 5.7k | 23.58 | |
| Sorrento Therapeutics Com New (SRNE) | 0.0 | $134k | 12k | 11.17 | ||
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $134k | -7% | 1.0k | 127.98 | |
| Sirius Xm Holdings (SIRI) | 0.0 | $131k | +446% | 25k | 5.35 | |
| Ncino | 0.0 | $131k | NEW | 1.6k | 79.64 | |
| Fastenal Company (FAST) | 0.0 | $131k | -23% | 2.9k | 45.17 | |
| Activision Blizzard (ATVI) | 0.0 | $130k | 1.6k | 81.25 | ||
| Illinois Tool Works (ITW) | 0.0 | $128k | 664.00 | 192.77 | ||
| Hormel Foods Corporation (HRL) | 0.0 | $128k | 2.6k | 48.76 | ||
| DaVita (DVA) | 0.0 | $128k | 1.5k | 85.33 | ||
| PG&E Corporation (PCG) | 0.0 | $126k | NEW | 13k | 9.40 | |
| Wp Carey (WPC) | 0.0 | $126k | +10% | 1.9k | 64.95 | |
| Jack Henry & Associates (JKHY) | 0.0 | $126k | NEW | 775.00 | 162.58 | |
| ConocoPhillips (COP) | 0.0 | $126k | +22% | 3.8k | 32.96 | |
| Dish Network Corporation Cl A (DISH) | 0.0 | $126k | 4.4k | 28.97 | ||
| Anthem (ANTM) | 0.0 | $124k | 461.00 | 268.98 | ||
| Vistra Energy (VST) | 0.0 | $123k | 6.5k | 18.92 | ||
| Eaton Corp SHS (ETN) | 0.0 | $122k | 1.2k | 101.67 | ||
| MetLife (MET) | 0.0 | $122k | +28% | 3.3k | 37.04 | |
| Freeport-mcmoran CL B (FCX) | 0.0 | $121k | -56% | 7.7k | 15.66 | |
| Pagerduty (PD) | 0.0 | $121k | +203% | 4.5k | 27.04 | |
| Digital Turbine Com New (APPS) | 0.0 | $121k | NEW | 3.7k | 32.84 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $120k | -5% | 4.1k | 29.27 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $120k | -9% | 554.00 | 216.61 | |
| Alexandria Real Estate Equities (ARE) | 0.0 | $120k | 750.00 | 160.00 | ||
| Intercontinental Exchange (ICE) | 0.0 | $120k | 1.2k | 100.00 | ||
| Voya Financial (VOYA) | 0.0 | $120k | 2.5k | 48.00 | ||
| Paypal Holdings (PYPL) | 0.0 | $120k | -8% | 609.00 | 197.04 | |
| Nrg Energy Com New (NRG) | 0.0 | $120k | +14% | 3.9k | 30.77 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $119k | +78% | 13k | 9.37 | |
| Mylan Nv Shs Euro (MYL) | 0.0 | $119k | 8.0k | 14.88 | ||
| Golub Capital BDC (GBDC) | 0.0 | $119k | +2% | 9.0k | 13.23 | |
| CVS Caremark Corporation (CVS) | 0.0 | $117k | 2.0k | 58.21 | ||
| Nike CL B (NKE) | 0.0 | $117k | 935.00 | 125.13 | ||
| Ihs Markit SHS (INFO) | 0.0 | $116k | -31% | 1.5k | 78.64 | |
| Clorox Company (CLX) | 0.0 | $116k | 550.00 | 210.91 | ||
| Capital One Financial (COF) | 0.0 | $115k | -3% | 1.6k | 71.88 | |
| Ally Financial (ALLY) | 0.0 | $115k | 4.6k | 25.00 | ||
| AmerisourceBergen (ABC) | 0.0 | $113k | +913% | 1.2k | 97.00 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $113k | +50% | 600.00 | 188.33 | |
| eBay (EBAY) | 0.0 | $113k | NEW | 2.2k | 51.95 | |
| Key (KEY) | 0.0 | $113k | -15% | 9.5k | 11.89 | |
| Yum! Brands (YUM) | 0.0 | $110k | 1.2k | 91.67 | ||
| Gogo (GOGO) | 0.0 | $110k | -49% | 12k | 9.24 | |
| McKesson Corporation (MCK) | 0.0 | $108k | 725.00 | 148.97 | ||
| Allstate Corporation (ALL) | 0.0 | $108k | 1.2k | 93.91 | ||
| Progyny (PGNY) | 0.0 | $107k | NEW | 3.6k | 29.36 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $105k | 12k | 9.13 | ||
| CenturyLink (LUMN) | 0.0 | $104k | 10k | 10.05 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $104k | 338.00 | 307.69 | ||
| Abbott Laboratories (ABT) | 0.0 | $103k | 948.00 | 108.65 | ||
| Humana (HUM) | 0.0 | $103k | 250.00 | 412.00 | ||
| UnitedHealth (UNH) | 0.0 | $103k | +23% | 330.00 | 312.12 | |
| Phillips 66 (PSX) | 0.0 | $102k | 2.0k | 51.96 | ||
| Discovery Com Ser A (DISCA) | 0.0 | $102k | 4.7k | 21.70 | ||
| Sempra Energy (SRE) | 0.0 | $101k | 850.00 | 118.82 | ||
| Regions Financial Corporation (RF) | 0.0 | $100k | 8.7k | 11.49 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RYH) | 0.0 | $100k | 425.00 | 235.29 | ||
| Dominion Resources (D) | 0.0 | $100k | -48% | 1.3k | 78.80 | |
| Principal Financial (PFG) | 0.0 | $99k | 2.5k | 40.41 | ||
| Smucker J M Com New (SJM) | 0.0 | $98k | 850.00 | 115.29 | ||
| SL Green Realty (SLG) | 0.0 | $96k | NEW | 2.1k | 46.15 | |
Past Filings by Focused Wealth Management
SEC 13F filings are viewable for Focused Wealth Management going back to 2013
- 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
- Focused Wealth Management 2017 Q2 filed Aug. 14, 2017
- Focused Wealth Management 2017 Q1 filed May 10, 2017
- Focused Wealth Management 2016 Q4 filed Feb. 14, 2017