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 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.

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