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 41.72% of Focused Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPIB (+$6.5M), SCHP (+$5.4M), SPAB, TOTL, VTV, MINT, BBN, Coupang, EMNT, MBB.
- Started 192 new stock positions in Tesla Motors Inc cmn, Ouster, Pioneer Nat Res Co put, W, Smiledirectclub Inc put, Bp Plc option, Fastly Inc put, RKT, RUN, Dillards Inc-cl A.
- Reduced shares in these 10 stocks: SPYG, SCHV, CLDR, XBI, SCHG, TTD, JD, QEMM, EXG, MTUM.
- Sold out of its positions in API, ARE, Allianzgi Conv & Income Fd I, AYX, Alteryx, BUD, Archer Daniels Midland Co option, BLL, BAC.PL, Blackrock Inc call.
- Focused Wealth Management was a net buyer of stock by $31M.
- Focused Wealth Management has $563M in assets under management (AUM), dropping by 9.60%.
- 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 March 2021 quarterly 13F filing
Focused Wealth Management has 962 total positions. Only the first 250 positions are shown.
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- Download the Focused Wealth Management March 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 12.4 | $70M | 1.2M | 56.40 | ||
| Vanguard Index Fds Value Etf (VTV) | 9.5 | $54M | +6% | 407k | 131.46 | |
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 7.6 | $43M | +9% | 884k | 48.21 | |
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 6.3 | $36M | +22% | 986k | 36.25 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 6.0 | $34M | +19% | 548k | 61.16 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 4.3 | $24M | 151k | 160.86 | ||
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 3.7 | $21M | +24% | 707k | 29.65 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 3.7 | $21M | 204k | 101.09 | ||
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 3.2 | $18M | +11% | 177k | 101.91 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.4 | $14M | 262k | 52.05 | ||
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 2.1 | $12M | +2% | 349k | 34.05 | |
| Apple (AAPL) | 2.1 | $12M | 97k | 122.15 | ||
| Vanguard World Mega Grwth Ind (MGK) | 1.6 | $9.2M | 45k | 207.07 | ||
| Vanguard World Fds Inf Tech Etf (VGT) | 1.2 | $6.9M | 19k | 358.49 | ||
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.1 | $6.4M | +5% | 55k | 116.75 | |
| Blackstone Group Inc Com Cl A (BX) | 1.0 | $5.7M | 77k | 74.53 | ||
| Select Sector Spdr Tr Energy (XLE) | 1.0 | $5.5M | +7% | 113k | 49.06 | |
| Bank of America Corporation (BAC) | 1.0 | $5.4M | 139k | 38.69 | ||
| Tesla Motors (TSLA) | 0.9 | $4.9M | 7.3k | 667.94 | ||
| Spdr Ser Tr S&p Biotech (XBI) | 0.8 | $4.4M | -10% | 32k | 135.64 | |
| Ishares Tr Expanded Tech (IGV) | 0.8 | $4.3M | 13k | 341.40 | ||
| Facebook Cl A (FB) | 0.8 | $4.2M | 14k | 294.55 | ||
| Pfizer (PFE) | 0.6 | $3.6M | +21% | 100k | 36.23 | |
| Nuveen Equity Premium Income Fund (BXMX) | 0.6 | $3.4M | +7% | 249k | 13.48 | |
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.6 | $3.3M | -8% | 357k | 9.30 | |
| Pimco Etf Tr Enhancd Short (EMNT) | 0.5 | $2.9M | +53% | 29k | 100.66 | |
| Ishares U S Etf Tr Blackrock St Mat (NEAR) | 0.5 | $2.9M | +37% | 59k | 50.19 | |
| Amazon (AMZN) | 0.5 | $2.8M | -2% | 914.00 | 3094.09 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $2.7M | -14% | 21k | 129.78 | |
| Intel Corporation (INTC) | 0.5 | $2.7M | -8% | 42k | 64.00 | |
| Citigroup Com New (C) | 0.5 | $2.6M | 36k | 72.76 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $2.6M | 10k | 255.43 | ||
| Starwood Property Trust (STWD) | 0.4 | $2.4M | +15% | 97k | 24.74 | |
| Reaves Util Income Com Sh Ben Int (UTG) | 0.4 | $2.4M | +11% | 71k | 33.50 | |
| General Electric Company (GE) | 0.4 | $2.4M | 180k | 13.13 | ||
| Caterpillar (CAT) | 0.4 | $2.1M | +6% | 9.2k | 231.83 | |
| Microsoft Corporation (MSFT) | 0.4 | $2.1M | 8.7k | 235.76 | ||
| Exxon Mobil Corporation (XOM) | 0.3 | $1.8M | +15% | 33k | 55.82 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $1.7M | -28% | 25k | 65.27 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.6M | 10k | 164.37 | ||
| 3M Company (MMM) | 0.3 | $1.6M | 8.1k | 192.73 | ||
| Roku Com Cl A (ROKU) | 0.3 | $1.5M | +2% | 4.7k | 325.79 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.5M | 7.3k | 206.73 | ||
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $1.4M | -11% | 45k | 31.78 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.2 | $1.4M | -2% | 6.1k | 228.76 | |
| Kinder Morgan (KMI) | 0.2 | $1.3M | +4% | 76k | 16.65 | |
| Goldman Sachs (GS) | 0.2 | $1.2M | 3.8k | 326.90 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $1.2M | -11% | 14k | 84.73 | |
| Honeywell International (HON) | 0.2 | $1.2M | 5.5k | 216.99 | ||
| Fastly Cl A (FSLY) | 0.2 | $1.2M | +2% | 18k | 67.28 | |
| BlackRock New York Insured Municipal (BSE) | 0.2 | $1.2M | 82k | 14.38 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $1.2M | 5.2k | 226.81 | ||
| Applied Materials (AMAT) | 0.2 | $1.2M | -4% | 8.8k | 133.64 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.2M | 7.7k | 152.20 | ||
| International Business Machines (IBM) | 0.2 | $1.2M | +13% | 8.7k | 133.28 | |
| Blackrock Tax Municpal Bd Tr SHS (BBN) | 0.2 | $1.1M | NEW | 45k | 24.65 | |
| Invitae (NVTA) | 0.2 | $1.1M | 29k | 38.20 | ||
| Blackrock Ny Mun Income Tr I (BFY) | 0.2 | $1.1M | 72k | 15.18 | ||
| Wal-Mart Stores (WMT) | 0.2 | $1.1M | 8.0k | 135.88 | ||
| Nucor Corporation (NUE) | 0.2 | $1.1M | -6% | 13k | 80.27 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.1M | -2% | 11k | 96.70 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $1.0M | 11k | 92.98 | ||
| Coupang Cl A | 0.2 | $1.0M | NEW | 21k | 49.36 | |
| Ishares Tr Mbs Etf (MBB) | 0.2 | $1.0M | NEW | 9.5k | 108.47 | |
| Altria (MO) | 0.2 | $1.0M | +8% | 20k | 51.14 | |
| Vanguard World Fds Financials Etf (VFH) | 0.2 | $1.0M | -17% | 12k | 84.47 | |
| Pinterest Cl A (PINS) | 0.2 | $977k | +17% | 13k | 74.04 | |
| Cisco Systems (CSCO) | 0.2 | $911k | +10% | 18k | 51.70 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $910k | 2.3k | 397.55 | ||
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.2 | $878k | +7% | 23k | 38.52 | |
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.2 | $863k | +15% | 28k | 30.66 | |
| Blackrock N Y Mun Income Tru Sh Ben Int (BNY) | 0.2 | $859k | 56k | 15.47 | ||
| At&t (T) | 0.2 | $850k | -3% | 28k | 30.26 | |
| Experience Invt Corp Com Cl A (EXPC) | 0.1 | $844k | +228% | 82k | 10.28 | |
| Curis Com New (CRIS) | 0.1 | $802k | 71k | 11.33 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $777k | 2.4k | 319.23 | ||
| Innovative Industria A (IIPR) | 0.1 | $770k | -5% | 4.3k | 180.07 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $759k | 12k | 65.14 | ||
| Designer Brands Cl A (DBI) | 0.1 | $756k | NEW | 43k | 17.40 | |
| Goodrx Hldgs Com Cl A (GDRX) | 0.1 | $745k | +308% | 19k | 39.04 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $682k | 12k | 59.22 | ||
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $681k | 5.4k | 125.51 | ||
| Verizon Communications (VZ) | 0.1 | $667k | -11% | 12k | 58.15 | |
| Merck & Co (MRK) | 0.1 | $662k | +3% | 8.6k | 77.07 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $641k | 4.6k | 139.02 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $632k | 2.5k | 257.22 | ||
| Spdr Ser Tr BLMBRG BRC CNVRT (CWB) | 0.1 | $632k | +4% | 7.6k | 83.38 | |
| Procter & Gamble Company (PG) | 0.1 | $607k | +4% | 4.5k | 135.40 | |
| Boeing Company (BA) | 0.1 | $606k | +15% | 2.4k | 254.73 | |
| 10x Genomics Cl A Com (TXG) | 0.1 | $589k | +5% | 3.3k | 180.95 | |
| Nextera Energy (NEE) | 0.1 | $560k | +2% | 7.4k | 75.57 | |
| Cleveland-cliffs (CLF) | 0.1 | $527k | 26k | 20.11 | ||
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $508k | 9.9k | 51.26 | ||
| Colgate-Palmolive Company (CL) | 0.1 | $504k | +6% | 6.4k | 78.79 | |
| Square Cl A (SQ) | 0.1 | $499k | -18% | 2.2k | 227.02 | |
| Pgim Etf Tr Ultra Short (PULS) | 0.1 | $498k | 10k | 49.86 | ||
| Bristol Myers Squibb (BMY) | 0.1 | $495k | +5% | 7.8k | 63.16 | |
| Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) | 0.1 | $491k | -12% | 1.8k | 269.63 | |
| Union Pacific Corporation (UNP) | 0.1 | $477k | 2.2k | 220.43 | ||
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.1 | $462k | NEW | 4.5k | 101.90 | |
| Realty Income (O) | 0.1 | $446k | 7.0k | 63.54 | ||
| Netflix (NFLX) | 0.1 | $439k | 842.00 | 521.38 | ||
| Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB) | 0.1 | $436k | 14k | 32.02 | ||
| Freeport-mcmoran CL B (FCX) | 0.1 | $419k | +45% | 13k | 32.92 | |
| Oracle Corporation (ORCL) | 0.1 | $413k | 5.9k | 70.14 | ||
| Us Bancorp Del Com New (USB) | 0.1 | $407k | 7.4k | 55.34 | ||
| Roku Put Put Option | 0.1 | $406k | +566% | 8.0k | 50.75 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $406k | 2.8k | 146.94 | ||
| Walt Disney Company (DIS) | 0.1 | $396k | -3% | 2.1k | 184.70 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $393k | +12% | 190.00 | 2068.42 | |
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $391k | -25% | 10k | 37.90 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $390k | -18% | 8.9k | 43.83 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.1 | $387k | +3% | 34k | 11.53 | |
| 1life Healthcare (ONEM) | 0.1 | $382k | 9.8k | 39.08 | ||
| American Water Works (AWK) | 0.1 | $375k | -9% | 2.5k | 150.12 | |
| Curiositystream Com Cl A (CURI) | 0.1 | $368k | NEW | 27k | 13.54 | |
| Chewy Cl A (CHWY) | 0.1 | $365k | 4.3k | 84.71 | ||
| Airbnb Com Cl A (ABNB) | 0.1 | $356k | +277% | 1.9k | 187.76 | |
| Cigna Corp (CI) | 0.1 | $351k | +75% | 1.5k | 242.07 | |
| Emerson Electric (EMR) | 0.1 | $343k | 3.8k | 90.26 | ||
| NVIDIA Corporation (NVDA) | 0.1 | $338k | +14% | 633.00 | 533.97 | |
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.1 | $324k | 1.5k | 217.89 | ||
| Sea Sponsord Ads (SE) | 0.1 | $324k | +4% | 1.5k | 223.45 | |
| The Trade Desk Com Cl A (TTD) | 0.1 | $324k | -56% | 497.00 | 651.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $324k | 157.00 | 2063.69 | ||
| Abbvie (ABBV) | 0.1 | $323k | +7% | 3.0k | 108.28 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $314k | -16% | 952.00 | 329.83 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $313k | -14% | 2.7k | 113.94 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $308k | +3207% | 13k | 23.28 | |
| Sarepta Therapeutics (SRPT) | 0.1 | $300k | +153% | 4.0k | 74.59 | |
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.1 | $299k | -39% | 19k | 15.51 | |
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $296k | +7% | 4.7k | 63.03 | |
| Kraneshares Tr Quadrtc Int Rt (IVOL) | 0.1 | $288k | +125% | 10k | 28.58 | |
| Oneok (OKE) | 0.1 | $288k | 5.7k | 50.63 | ||
| Home Depot (HD) | 0.1 | $283k | +5% | 928.00 | 304.96 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $279k | +12% | 4.8k | 58.43 | |
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $276k | 24k | 11.74 | ||
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.0 | $271k | 6.1k | 44.49 | ||
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $267k | -21% | 21k | 12.77 | |
| Cloudera (CLDR) | 0.0 | $262k | -69% | 22k | 12.17 | |
| Visa Com Cl A (V) | 0.0 | $261k | +48% | 1.2k | 211.68 | |
| Philip Morris International (PM) | 0.0 | $260k | 2.9k | 88.68 | ||
| Advanced Micro Devices (AMD) | 0.0 | $258k | +42% | 3.3k | 78.40 | |
| Nautilus (NLS) | 0.0 | $257k | -33% | 16k | 15.65 | |
| Pepsi (PEP) | 0.0 | $257k | +23% | 1.8k | 141.36 | |
| Consolidated Edison (ED) | 0.0 | $255k | 3.4k | 74.89 | ||
| Spirit Airlines (SAVE) | 0.0 | $253k | NEW | 6.9k | 36.88 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $253k | +3% | 5.2k | 48.36 | |
| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $253k | 1.4k | 179.82 | ||
| Bank of New York Mellon Corporation (BK) | 0.0 | $250k | 5.3k | 47.27 | ||
| Deutsche Bank A G Namen Akt (DB) | 0.0 | $244k | -32% | 20k | 11.98 | |
| Capri Holdings SHS (CPRI) | 0.0 | $240k | -24% | 4.7k | 51.10 | |
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.0 | $235k | -3% | 4.8k | 49.17 | |
| Simon Property (SPG) | 0.0 | $235k | 2.1k | 113.91 | ||
| Main Street Capital Corporation (MAIN) | 0.0 | $235k | 6.0k | 39.18 | ||
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $234k | -16% | 3.4k | 69.29 | |
| Prothena Corp SHS (PRTA) | 0.0 | $231k | -25% | 9.2k | 25.17 | |
| Cummins (CMI) | 0.0 | $229k | +12% | 884.00 | 259.05 | |
| Viatris (VTRS) | 0.0 | $225k | 16k | 13.97 | ||
| Nike CL B (NKE) | 0.0 | $225k | +80% | 1.7k | 133.14 | |
| Stryker Corporation (SYK) | 0.0 | $224k | 919.00 | 243.74 | ||
| Farfetch Ord Sh Cl A (FTCH) | 0.0 | $223k | -28% | 4.2k | 53.11 | |
| General Motors Company (GM) | 0.0 | $222k | 3.9k | 57.50 | ||
| Abbott Laboratories (ABT) | 0.0 | $220k | 1.8k | 119.76 | ||
| Capital One Financial (COF) | 0.0 | $213k | NEW | 1.7k | 127.16 | |
| Hp (HPQ) | 0.0 | $213k | 6.7k | 31.79 | ||
| Discovery Com Ser A (DISCA) | 0.0 | $204k | 4.7k | 43.40 | ||
| Lowe's Companies (LOW) | 0.0 | $201k | +22% | 1.1k | 190.34 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $198k | 5.1k | 38.48 | ||
| Pluristem Therapeutics Com New (PSTI) | 0.0 | $196k | 41k | 4.78 | ||
| Digital Turbine Com New (APPS) | 0.0 | $192k | -49% | 2.4k | 80.40 | |
| Editas Medicine (EDIT) | 0.0 | $191k | -30% | 4.5k | 42.06 | |
| Edison International (EIX) | 0.0 | $191k | +14% | 3.3k | 58.66 | |
| Synchrony Financial (SYF) | 0.0 | $189k | -3% | 4.7k | 40.65 | |
| Morgan Stanley Com New (MS) | 0.0 | $186k | 2.4k | 77.86 | ||
| MetLife (MET) | 0.0 | $182k | -9% | 3.0k | 60.75 | |
| ConocoPhillips (COP) | 0.0 | $181k | -10% | 3.4k | 52.85 | |
| Autodesk (ADSK) | 0.0 | $180k | 650.00 | 276.92 | ||
| salesforce (CRM) | 0.0 | $180k | +19% | 849.00 | 212.01 | |
| Doubleline Opportunistic Cr (DBL) | 0.0 | $180k | 9.1k | 19.70 | ||
| Ally Financial (ALLY) | 0.0 | $176k | 3.9k | 45.13 | ||
| Biogen Idec (BIIB) | 0.0 | $175k | 625.00 | 280.00 | ||
| Wec Energy Group (WEC) | 0.0 | $174k | 1.9k | 93.40 | ||
| Purecycle Technologies | 0.0 | $172k | NEW | 6.8k | 25.48 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $171k | 3.2k | 53.44 | ||
| Ishares Tr Msci Kld400 Soc (DSI) | 0.0 | $168k | +4% | 2.2k | 76.47 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $167k | -12% | 22k | 7.67 | |
| Phillips 66 (PSX) | 0.0 | $167k | 2.0k | 81.78 | ||
| Cohn Robbins Holdings Corp Com Cl A (CRHC) | 0.0 | $167k | NEW | 17k | 9.85 | |
| Hca Holdings (HCA) | 0.0 | $166k | 880.00 | 188.64 | ||
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $166k | 1.6k | 103.75 | ||
| Eaton Corp SHS (ETN) | 0.0 | $166k | 1.2k | 138.33 | ||
| Johnson Ctls Intl SHS (JCI) | 0.0 | $164k | 2.8k | 59.64 | ||
| Ameriprise Financial (AMP) | 0.0 | $163k | 700.00 | 232.86 | ||
| Costco Wholesale Corporation (COST) | 0.0 | $162k | +58% | 461.00 | 351.41 | |
| DaVita (DVA) | 0.0 | $162k | 1.5k | 108.00 | ||
| Brink's Company (BCO) | 0.0 | $158k | 2.0k | 79.00 | ||
| Paypal Holdings (PYPL) | 0.0 | $158k | 650.00 | 243.08 | ||
| Dish Network Corporation Cl A (DISH) | 0.0 | $157k | 4.4k | 36.09 | ||
| Sunopta (STKL) | 0.0 | $157k | NEW | 11k | 14.82 | |
| Regulus Therapeutics Com New (RGLS) | 0.0 | $156k | NEW | 100k | 1.56 | |
| Crown Castle Intl (CCI) | 0.0 | $154k | +1180% | 896.00 | 171.88 | |
| Blackrock Debt Strategies Com New (DSU) | 0.0 | $154k | 14k | 11.00 | ||
| Las Vegas Sands (LVS) | 0.0 | $153k | +5% | 2.5k | 60.59 | |
| NetApp (NTAP) | 0.0 | $153k | 2.1k | 72.86 | ||
| Dupont De Nemours (DD) | 0.0 | $152k | +487% | 2.0k | 77.43 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $152k | 9.7k | 15.67 | ||
| Key (KEY) | 0.0 | $152k | -9% | 7.6k | 19.98 | |
| AmerisourceBergen (ABC) | 0.0 | $151k | +12% | 1.3k | 118.43 | |
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $151k | -28% | 2.4k | 64.12 | |
| Activision Blizzard (ATVI) | 0.0 | $149k | 1.6k | 92.89 | ||
| eBay (EBAY) | 0.0 | $147k | +10% | 2.4k | 61.33 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $147k | +7% | 2.7k | 54.95 | |
| Principal Financial (PFG) | 0.0 | $147k | 2.5k | 60.00 | ||
| Nrg Energy Com New (NRG) | 0.0 | $147k | 3.9k | 37.69 | ||
| Regions Financial Corporation (RF) | 0.0 | $147k | -18% | 7.1k | 20.70 | |
| Sl Green Realty (SLG) | 0.0 | $145k | NEW | 2.1k | 69.75 | |
| Fox Corp Cl A Com (FOXA) | 0.0 | $144k | 4.0k | 36.00 | ||
| L3harris Technologies (LHX) | 0.0 | $142k | NEW | 700.00 | 202.86 | |
| McKesson Corporation (MCK) | 0.0 | $141k | 725.00 | 194.48 | ||
| Sirius Xm Holdings (SIRI) | 0.0 | $141k | 23k | 6.09 | ||
| Armstrong World Industries (AWI) | 0.0 | $140k | NEW | 1.6k | 90.32 | |
| Wp Carey (WPC) | 0.0 | $139k | 2.0k | 70.52 | ||
| Target Corporation (TGT) | 0.0 | $139k | 700.00 | 198.57 | ||
| Golub Capital BDC (GBDC) | 0.0 | $139k | +3% | 9.5k | 14.59 | |
| Lumen Technologies (LUMN) | 0.0 | $138k | NEW | 10k | 13.33 | |
| Wells Fargo & Company (WFC) | 0.0 | $137k | 3.5k | 39.10 | ||
| Paychex (PAYX) | 0.0 | $137k | NEW | 1.4k | 97.86 | |
| Pulte (PHM) | 0.0 | $136k | 2.6k | 52.31 | ||
| FedEx Corporation (FDX) | 0.0 | $135k | NEW | 475.00 | 284.21 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $133k | 548.00 | 242.70 | ||
| Allstate Corporation (ALL) | 0.0 | $132k | 1.2k | 114.78 | ||
| Salisbury Ban (SAL) | 0.0 | $131k | 2.9k | 44.53 | ||
| Westrock (WRK) | 0.0 | $130k | 2.5k | 52.00 | ||
| Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) | 0.0 | $130k | +284% | 4.3k | 30.55 | |
| American Homes 4 Rent Cl A (AMH) | 0.0 | $130k | +69% | 3.9k | 33.33 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 0.0 | $128k | NEW | 2.2k | 57.92 | |
| American Financial (AFG) | 0.0 | $128k | 1.1k | 113.78 | ||
| Masco Corporation (MAS) | 0.0 | $127k | 2.1k | 59.76 | ||
| Container Store (TCS) | 0.0 | $125k | NEW | 7.5k | 16.67 | |
| UnitedHealth (UNH) | 0.0 | $124k | 332.00 | 373.49 | ||
| Hormel Foods Corporation (HRL) | 0.0 | $124k | +30% | 2.6k | 47.69 | |
| Rollins (ROL) | 0.0 | $124k | +50% | 3.6k | 34.44 | |
| AFLAC Incorporated (AFL) | 0.0 | $123k | 2.4k | 51.25 | ||
| Affirm Hldgs Com Cl A | 0.0 | $123k | NEW | 1.7k | 70.53 | |
| Chevron Corporation (CVX) | 0.0 | $122k | 1.2k | 105.17 | ||
| Baxter International (BAX) | 0.0 | $121k | 1.4k | 84.38 | ||
| Ametek (AME) | 0.0 | $121k | 950.00 | 127.37 | ||
| Granite Construction (GVA) | 0.0 | $121k | 3.0k | 40.33 | ||
| Teladoc (TDOC) | 0.0 | $119k | 655.00 | 181.68 | ||
Past Filings by Focused Wealth Management
SEC 13F filings are viewable for Focused Wealth Management going back to 2013
- 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
- Focused Wealth Management 2017 Q2 filed Aug. 14, 2017