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, BND, VCIT, and represent 46.25% of Focused Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: BND (+$6.8M), QQQ (+$5.3M), VCIT, SPYG, GOOGL, VWO, JEPI, BNY, RVT, IBTF.
- Started 91 new stock positions in SCHW, AGNC, ABR, AES, SPLG, SHW, GTLS, AUR, XLY, Xpeng.
- Reduced shares in these 10 stocks: SCHP (-$18M), AGG (-$8.1M), SPIB, IUSG, XLE, XBI, VTV, ABNB, MINT, NYF.
- Sold out of its positions in AGL, Alibaba Group Hldg, ALNY, PINE, AYX, UHAL, UHAL.B, AR, MT, ARGX.
- Focused Wealth Management was a net seller of stock by $-24M.
- Focused Wealth Management has $494M in assets under management (AUM), dropping by 0.47%.
- Central Index Key (CIK): 0001586052
Tip: Access up to 7 years of quarterly data
Positions held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Focused Wealth Management
Focused Wealth Management holds 1043 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Focused Wealth Management has 1043 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Focused Wealth Management March 31, 2023 positions
- Download the Focused Wealth Management March 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 14.6 | $72M | +4% | 1.3M | 55.36 |
|
| Vanguard Index Fds Value Etf (VTV) | 12.8 | $63M | -3% | 456k | 138.11 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.3 | $36M | +17% | 112k | 320.93 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 6.9 | $34M | +24% | 463k | 73.83 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 4.7 | $23M | +19% | 292k | 80.22 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 4.2 | $21M | -2% | 199k | 105.50 |
|
| Apple (AAPL) | 3.3 | $16M | 99k | 164.90 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.1 | $15M | +11% | 382k | 40.40 |
|
| Select Sector Spdr Tr Financial (XLF) | 2.5 | $12M | -3% | 385k | 32.15 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.2 | $11M | -62% | 200k | 53.61 |
|
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 1.8 | $9.0M | +4% | 503k | 17.92 |
|
| Vanguard World Mega Grwth Ind (MGK) | 1.7 | $8.6M | 42k | 204.51 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.7 | $8.3M | -2% | 64k | 129.46 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $7.1M | 73k | 96.70 |
|
|
| Vanguard World Fds Inf Tech Etf (VGT) | 1.4 | $6.8M | 18k | 385.47 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 1.0 | $5.0M | -2% | 57k | 87.84 |
|
| Tesla Motors (TSLA) | 1.0 | $5.0M | -4% | 24k | 207.46 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $4.8M | +101% | 47k | 103.73 |
|
| Ishares Tr Expanded Tech (IGV) | 0.9 | $4.4M | 15k | 304.70 |
|
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.8 | $4.0M | -16% | 41k | 99.25 |
|
| Bank of America Corporation (BAC) | 0.8 | $3.9M | 136k | 28.60 |
|
|
| Amazon (AMZN) | 0.7 | $3.6M | +8% | 35k | 103.29 |
|
| Nuveen Equity Premium Income Fund (BXMX) | 0.7 | $3.4M | -8% | 261k | 13.09 |
|
| Blackrock N Y Mun Income Tru Sh Ben Int (BNY) | 0.7 | $3.4M | +19% | 324k | 10.40 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $3.3M | -2% | 11k | 308.77 |
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.7 | $3.3M | 420k | 7.81 |
|
|
| Pfizer (PFE) | 0.6 | $3.1M | -3% | 75k | 40.80 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $2.7M | -2% | 25k | 109.66 |
|
| Microsoft Corporation (MSFT) | 0.5 | $2.6M | +3% | 9.2k | 288.31 |
|
| Reaves Util Income Com Sh Ben Int (UTG) | 0.5 | $2.6M | +4% | 93k | 28.38 |
|
| Meta Platforms Cl A (META) | 0.5 | $2.6M | +6% | 12k | 211.94 |
|
| Walt Disney Company (DIS) | 0.5 | $2.4M | 24k | 100.13 |
|
|
| Starwood Property Trust (STWD) | 0.5 | $2.3M | +3% | 132k | 17.69 |
|
| Citigroup Com New (C) | 0.4 | $2.2M | +8% | 47k | 46.89 |
|
| Goldman Sachs (GS) | 0.4 | $1.9M | 5.8k | 327.13 |
|
|
| Intel Corporation (INTC) | 0.4 | $1.8M | +2% | 55k | 32.67 |
|
| Johnson & Johnson (JNJ) | 0.4 | $1.8M | 12k | 155.00 |
|
|
| Caterpillar (CAT) | 0.3 | $1.7M | 7.5k | 228.82 |
|
|
| Nucor Corporation (NUE) | 0.3 | $1.7M | 11k | 154.47 |
|
|
| Verizon Communications (VZ) | 0.3 | $1.6M | +8% | 41k | 38.89 |
|
| Honeywell International (HON) | 0.3 | $1.5M | 7.9k | 191.12 |
|
|
| International Business Machines (IBM) | 0.3 | $1.5M | +10% | 11k | 131.09 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.4M | -5% | 6.7k | 204.09 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.3M | +4% | 10k | 130.31 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.3 | $1.3M | 5.5k | 238.46 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $1.2M | 7.9k | 147.45 |
|
|
| Altria (MO) | 0.2 | $1.1M | +2% | 25k | 44.62 |
|
| General Electric Com New (GE) | 0.2 | $1.1M | 11k | 95.60 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $1.0M | +695% | 19k | 54.60 |
|
| Kinder Morgan (KMI) | 0.2 | $974k | -31% | 56k | 17.51 |
|
| Abbvie (ABBV) | 0.2 | $964k | +3% | 6.1k | 159.38 |
|
| GSK Sponsored Adr (GSK) | 0.2 | $946k | 27k | 35.58 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $897k | -15% | 9.7k | 92.76 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $889k | 2.2k | 411.16 |
|
|
| 3M Company (MMM) | 0.2 | $877k | 8.3k | 105.11 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $855k | +8% | 8.2k | 104.00 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $836k | +15% | 3.0k | 277.73 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $789k | -2% | 5.7k | 139.04 |
|
| Direxion Shs Etf Tr Daily Amzn Bl1.5 (AMZU) | 0.2 | $778k | 46k | 16.98 |
|
|
| Applied Materials (AMAT) | 0.2 | $764k | 6.2k | 122.83 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $745k | 12k | 63.89 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $736k | -8% | 2.0k | 376.03 |
|
| Merck & Co (MRK) | 0.1 | $734k | 6.9k | 106.39 |
|
|
| Nextera Energy (NEE) | 0.1 | $708k | 9.2k | 77.08 |
|
|
| Direxion Shs Etf Tr Daily Googl Bull (GGLL) | 0.1 | $699k | 32k | 22.17 |
|
|
| Royce Value Trust (RVT) | 0.1 | $695k | +259% | 51k | 13.57 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $695k | 5.2k | 134.23 |
|
|
| Pinterest Cl A (PINS) | 0.1 | $694k | 25k | 27.27 |
|
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.1 | $677k | -87% | 21k | 32.49 |
|
| Cisco Systems (CSCO) | 0.1 | $664k | +2% | 13k | 52.28 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $626k | 2.5k | 249.48 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $620k | -92% | 6.2k | 99.64 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $607k | -3% | 16k | 38.00 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $601k | -3% | 9.2k | 65.17 |
|
| Ishares Tr Ibonds 25 Trm Ts (IBTF) | 0.1 | $560k | +565% | 24k | 23.53 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $492k | 10k | 49.30 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $484k | 9.9k | 48.79 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $478k | -57% | 2.5k | 189.59 |
|
| Procter & Gamble Company (PG) | 0.1 | $455k | 3.1k | 148.71 |
|
|
| Roku Com Cl A (ROKU) | 0.1 | $452k | 6.9k | 65.82 |
|
|
| Archer Daniels Midland Company (ADM) | 0.1 | $450k | 5.7k | 79.66 |
|
|
| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $444k | -2% | 6.6k | 67.07 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $407k | 2.6k | 153.99 |
|
|
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.1 | $406k | -58% | 15k | 26.88 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $404k | 5.8k | 69.31 |
|
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $397k | -5% | 7.7k | 51.74 |
|
| Digitalocean Hldgs (DOCN) | 0.1 | $390k | 10k | 39.17 |
|
|
| Vanguard World Fds Financials Etf (VFH) | 0.1 | $377k | 4.8k | 77.90 |
|
|
| Oracle Corporation (ORCL) | 0.1 | $373k | 4.0k | 92.92 |
|
|
| Consolidated Edison (ED) | 0.1 | $366k | 3.8k | 95.68 |
|
|
| Realty Income (O) | 0.1 | $363k | 5.7k | 63.32 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $361k | 8.9k | 40.72 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $359k | 3.6k | 99.11 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $358k | +57% | 2.0k | 183.22 |
|
| American Water Works (AWK) | 0.1 | $357k | -2% | 2.4k | 146.47 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $357k | 4.7k | 75.15 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $355k | -4% | 1.4k | 250.08 |
|
| Ishares Tr Ibonds 26 Trm Ts (IBTG) | 0.1 | $337k | 15k | 23.08 |
|
|
| Emerson Electric (EMR) | 0.1 | $334k | 3.8k | 87.15 |
|
|
| Netflix (NFLX) | 0.1 | $322k | +31% | 932.00 | 345.48 |
|
| Pepsi (PEP) | 0.1 | $313k | +7% | 1.7k | 182.31 |
|
| Fastly Cl A (FSLY) | 0.1 | $307k | 17k | 17.76 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $302k | NEW | 3.7k | 82.03 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $302k | -15% | 5.0k | 59.96 |
|
| Curis Com New (CRIS) | 0.1 | $298k | +6% | 500k | 0.60 |
|
| Innovative Industria A (IIPR) | 0.1 | $288k | 3.8k | 75.98 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $284k | 4.3k | 65.57 |
|
|
| UnitedHealth (UNH) | 0.1 | $283k | +30% | 598.00 | 472.64 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $283k | +65% | 33k | 8.45 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $281k | 6.9k | 40.91 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $278k | 4.6k | 60.94 |
|
|
| Penn National Gaming (PENN) | 0.1 | $277k | +178% | 9.3k | 29.66 |
|
| Chewy Cl A (CHWY) | 0.1 | $275k | -6% | 7.4k | 37.38 |
|
| Philip Morris International (PM) | 0.1 | $275k | 2.8k | 97.24 |
|
|
| Chevron Corporation (CVX) | 0.1 | $273k | 1.7k | 163.13 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $271k | 1.3k | 201.32 |
|
|
| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $268k | 1.4k | 187.08 |
|
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.1 | $267k | +3% | 11k | 24.01 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $263k | -76% | 2.1k | 124.40 |
|
| Stryker Corporation (SYK) | 0.1 | $263k | 920.00 | 285.57 |
|
|
| Visa Com Cl A (V) | 0.1 | $259k | +21% | 1.1k | 225.43 |
|
| Cleveland-cliffs (CLF) | 0.1 | $256k | 14k | 18.33 |
|
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $253k | -6% | 7.4k | 34.13 |
|
| Super Micro Computer (SMCI) | 0.1 | $250k | 2.4k | 106.55 |
|
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $250k | NEW | 2.7k | 91.82 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $250k | 4.9k | 50.43 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $247k | 741.00 | 332.74 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $242k | 4.0k | 60.91 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $241k | -4% | 1.9k | 129.15 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $240k | -5% | 3.1k | 76.75 |
|
| Home Depot (HD) | 0.0 | $239k | 810.00 | 295.20 |
|
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.0 | $237k | 5.3k | 44.43 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $237k | +220% | 2.0k | 119.57 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $233k | +29% | 2.3k | 102.18 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $232k | +13% | 675.00 | 343.42 |
|
| Wp Carey (WPC) | 0.0 | $227k | +41% | 2.9k | 77.46 |
|
| Edison International (EIX) | 0.0 | $222k | 3.1k | 70.58 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $219k | 1.3k | 171.34 |
|
|
| At&t (T) | 0.0 | $219k | -12% | 11k | 19.25 |
|
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $212k | -10% | 18k | 11.67 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $210k | -3% | 4.7k | 44.90 |
|
| Cigna Corp (CI) | 0.0 | $209k | 816.00 | 255.52 |
|
|
| Main Street Capital Corporation (MAIN) | 0.0 | $203k | 5.1k | 39.46 |
|
|
| salesforce (CRM) | 0.0 | $191k | +37% | 957.00 | 199.78 |
|
| Oneok (OKE) | 0.0 | $190k | 3.0k | 63.53 |
|
|
| Wec Energy Group (WEC) | 0.0 | $188k | 2.0k | 94.80 |
|
|
| American Electric Power Company (AEP) | 0.0 | $181k | +44% | 2.0k | 91.01 |
|
| Illumina (ILMN) | 0.0 | $180k | +20% | 774.00 | 232.55 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $177k | 4.9k | 36.05 |
|
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.0 | $177k | -6% | 6.9k | 25.79 |
|
| Shopify Cl A (SHOP) | 0.0 | $174k | +61% | 3.6k | 47.94 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $167k | +23% | 5.3k | 31.22 |
|
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $166k | -21% | 13k | 12.63 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $160k | +38% | 2.7k | 59.32 |
|
| Medtronic SHS (MDT) | 0.0 | $159k | +329% | 2.0k | 80.60 |
|
| Advanced Micro Devices (AMD) | 0.0 | $159k | +29% | 1.6k | 98.01 |
|
| Travelers Companies (TRV) | 0.0 | $158k | +71% | 921.00 | 171.46 |
|
| Salisbury Ban (SAL) | 0.0 | $156k | 6.5k | 24.10 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $155k | +15% | 2.2k | 69.72 |
|
| McDonald's Corporation (MCD) | 0.0 | $155k | 552.00 | 279.82 |
|
|
| Coca-Cola Company (KO) | 0.0 | $153k | 2.5k | 62.02 |
|
|
| Doubleline Opportunistic Cr (DBL) | 0.0 | $151k | +2% | 11k | 14.18 |
|
| C3 Ai Cl A (AI) | 0.0 | $151k | +8888% | 4.5k | 33.57 |
|
| Coupang Cl A (CPNG) | 0.0 | $150k | -29% | 9.4k | 16.00 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $148k | +4% | 3.0k | 49.10 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $144k | 2.4k | 59.51 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $144k | -3% | 1.9k | 74.32 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $144k | +107% | 3.0k | 47.95 |
|
| Fortinet (FTNT) | 0.0 | $140k | 2.1k | 66.46 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $137k | 561.00 | 244.19 |
|
|
| Blade Air Mobility Cl A Com (BLDE) | 0.0 | $136k | -33% | 40k | 3.38 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $135k | -97% | 1.6k | 82.82 |
|
| Boeing Company (BA) | 0.0 | $134k | +3% | 629.00 | 212.27 |
|
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $133k | +100% | 15k | 8.72 |
|
| Albemarle Corporation (ALB) | 0.0 | $130k | +2% | 589.00 | 220.89 |
|
| Array Technologies Com Shs (ARRY) | 0.0 | $128k | 5.8k | 21.88 |
|
|
| Blackrock Debt Strategies Com New (DSU) | 0.0 | $127k | +23% | 13k | 9.51 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $124k | +13% | 215.00 | 576.78 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $123k | 3.5k | 34.92 |
|
|
| Golub Capital BDC (GBDC) | 0.0 | $122k | +2% | 9.0k | 13.56 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $120k | 253.00 | 472.83 |
|
|
| Nike CL B (NKE) | 0.0 | $119k | 972.00 | 122.69 |
|
|
| Deere & Company (DE) | 0.0 | $119k | +125% | 289.00 | 412.53 |
|
| Ford Motor Company (F) | 0.0 | $119k | +2% | 9.4k | 12.60 |
|
| FirstEnergy (FE) | 0.0 | $116k | 2.9k | 40.06 |
|
|
| Kraneshares Tr Quadrtc Int Rt (IVOL) | 0.0 | $116k | 5.1k | 22.72 |
|
|
| Gilead Sciences (GILD) | 0.0 | $116k | -7% | 1.4k | 82.99 |
|
| Elastic N V Ord Shs (ESTC) | 0.0 | $116k | 2.0k | 57.90 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $114k | +2% | 209.00 | 545.67 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $112k | 957.00 | 117.15 |
|
|
| Lowe's Companies (LOW) | 0.0 | $112k | -15% | 558.00 | 200.11 |
|
| Polestar Automotive Hldg Uk Ads A (PSNY) | 0.0 | $110k | 29k | 3.79 |
|
|
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $108k | NEW | 1.1k | 98.22 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $106k | -13% | 1.5k | 72.74 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $105k | +4% | 4.3k | 24.52 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $104k | +30% | 254.00 | 409.39 |
|
| Exelon Corporation (EXC) | 0.0 | $102k | 2.4k | 41.90 |
|
|
| Cion Invt Corp (CION) | 0.0 | $101k | 10k | 9.87 |
|
|
| Purecycle Technologies (PCT) | 0.0 | $100k | +41% | 14k | 7.00 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $99k | 1.3k | 76.25 |
|
|
| Lovesac Company (LOVE) | 0.0 | $98k | 3.4k | 28.90 |
|
|
| Toast Cl A (TOST) | 0.0 | $98k | 5.5k | 17.75 |
|
|
| American Tower Reit (AMT) | 0.0 | $96k | +18% | 471.00 | 204.36 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $96k | +15% | 4.2k | 22.66 |
|
| Enterprise Products Partners (EPD) | 0.0 | $95k | 3.7k | 25.90 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $95k | +17% | 937.00 | 101.21 |
|
| Ishares Tr Ibonds 23 Trm Ts (IBTD) | 0.0 | $94k | +15% | 3.8k | 24.81 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $94k | +358% | 55.00 | 1708.29 |
|
| Spdr Ser Tr S&p Metals Mng (XME) | 0.0 | $94k | 1.8k | 53.16 |
|
|
| Dominion Resources (D) | 0.0 | $93k | 1.7k | 55.91 |
|
|
| Textron (TXT) | 0.0 | $92k | 1.3k | 70.64 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $90k | -10% | 2.6k | 34.80 |
|
| Sunopta (STKL) | 0.0 | $89k | 12k | 7.70 |
|
|
| Kroger (KR) | 0.0 | $89k | 1.8k | 49.37 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $89k | -3% | 906.00 | 97.95 |
|
| Vanguard World Fds Energy Etf (VDE) | 0.0 | $89k | 775.00 | 114.20 |
|
|
| Expedia Group Com New (EXPE) | 0.0 | $88k | -5% | 908.00 | 97.03 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $88k | 640.00 | 137.12 |
|
|
| Rbc Cad (RY) | 0.0 | $88k | 915.00 | 95.60 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $87k | 1.3k | 69.40 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $87k | 949.00 | 91.98 |
|
|
| Omni (OMC) | 0.0 | $86k | -6% | 906.00 | 94.39 |
|
| Progressive Corporation (PGR) | 0.0 | $85k | 591.00 | 142.94 |
|
|
| Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.0 | $84k | 3.7k | 22.61 |
|
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $82k | -38% | 1.1k | 78.00 |
|
| Enovix Corp (ENVX) | 0.0 | $82k | 5.5k | 14.91 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $81k | 1.1k | 72.66 |
|
|
| Balchem Corporation (BCPC) | 0.0 | $81k | 637.00 | 126.50 |
|
|
| Pinnacle West Capital Corporation (PNW) | 0.0 | $80k | +368% | 1.0k | 79.24 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $80k | +10% | 2.1k | 39.11 |
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.0 | $80k | 613.00 | 130.54 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $80k | -16% | 721.00 | 110.32 |
|
| Oxford Industries (OXM) | 0.0 | $79k | 750.00 | 105.59 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $78k | 322.00 | 243.33 |
|
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.0 | $77k | 1.3k | 59.20 |
|
|
| Global E Online SHS (GLBE) | 0.0 | $77k | 2.4k | 32.23 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $77k | 509.00 | 150.96 |
|
|
| Rhinebeck Bancorp (RBKB) | 0.0 | $77k | 10k | 7.65 |
|
|
| Invesco Exchange Traded Fd T Dynmc Lrg Valu (PWV) | 0.0 | $76k | 1.7k | 45.29 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $76k | 676.00 | 112.36 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $76k | -14% | 2.0k | 37.37 |
|
| Viatris (VTRS) | 0.0 | $76k | -7% | 7.9k | 9.62 |
|
| Capri Holdings SHS (CPRI) | 0.0 | $76k | 1.6k | 47.00 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $76k | 1.0k | 73.18 |
|
|
| Yum! Brands (YUM) | 0.0 | $74k | 558.00 | 132.20 |
|
|
| Eversource Energy (ES) | 0.0 | $74k | 942.00 | 78.26 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $73k | +20% | 1.9k | 37.91 |
|
| Williams-Sonoma (WSM) | 0.0 | $73k | 600.00 | 121.66 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $73k | 380.00 | 191.31 |
|
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $72k | 544.00 | 132.53 |
|
Past Filings by Focused Wealth Management
SEC 13F filings are viewable for Focused Wealth Management going back to 2013
- 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
- Focused Wealth Management 2022 Q2 filed Aug. 4, 2022
- Focused Wealth Management 2022 Q1 filed April 29, 2022
- Focused Wealth Management 2021 Q4 filed Jan. 31, 2022
- Focused Wealth Management 2021 Q3 filed Oct. 12, 2021
- 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