Focused Wealth Management, Inc Top Holdings and 13F Report (2025) About Focused Wealth Management, IncInvestment ActivityFocused Wealth Management, Inc has $939.33 million in total holdings as of September 30, 2025.Focused Wealth Management, Inc owns shares of 187 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 7.89% of the portfolio was purchased this quarter.About 2.43% of the portfolio was sold this quarter.This quarter, Focused Wealth Management, Inc has purchased 185 new stocks and bought additional shares in 97 stocks.Focused Wealth Management, Inc sold shares of 63 stocks and completely divested from 20 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $150,321,120Vanguard Value ETF $122,191,829Invesco QQQ $106,076,685Vanguard Intermediate-Term Corporate Bond ETF $41,686,902Apple $31,771,630 Largest New Holdings this Quarter 922040845 - VANGUARD INSTL INDEX FD $23,336,299 Holding38149W622 - GOLDMAN SACHS ETF TR $4,195,497 Holding922042775 - Vanguard FTSE All-World ex-US ETF $635,952 Holding146869102 - Carvana $603,584 Holding665859104 - Northern Trust $578,780 Holding Largest Purchases this Quarter VANGUARD INSTL INDEX FD 308,620 shares (about $23.34M)SPDR Bloomberg 1-3 Month T-Bill ETF 65,588 shares (about $6.02M)Vanguard Value ETF 31,045 shares (about $5.79M)Apple 18,171 shares (about $4.63M)GOLDMAN SACHS ETF TR 80,327 shares (about $4.20M) Largest Sales this Quarter Nuveen S&P 500 Buy-Write Income Fund 291,794 shares (about $4.21M)SPDR Portfolio S&P 500 Growth ETF 33,772 shares (about $3.53M)Bank of America 43,361 shares (about $2.24M)Intel 23,156 shares (about $776.88K)Alibaba Group 3,383 shares (about $604.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFocused Wealth Management, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$150,321,120$3,529,512 ▼-2.3%1,438,34216.0%ETFVTVVanguard Value ETF$122,191,829$5,789,584 ▲5.0%655,21913.0%ETFQQQInvesco QQQ$106,076,685$540,932 ▲0.5%176,68611.3%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$41,686,902$3,791,424 ▲10.0%495,6244.4%ETFAAPLApple$31,771,630$4,626,870 ▲17.0%124,7763.4%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$28,963,586$1,109,389 ▲4.0%534,5813.1%ETFVYMVanguard High Dividend Yield ETF$28,940,286$196,202 ▼-0.7%205,3233.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$26,404,797$709,735 ▲2.8%262,2122.8%ETFXLFFinancial Select Sector SPDR Fund$25,218,483$656,729 ▲2.7%468,1362.7%ETFVANGUARD INSTL INDEX FD$23,336,299$23,336,299 ▲New Holding308,6202.5%0-3 MO TREAS BILVIGIVanguard International Dividend Appreciation ETF$20,571,634$82,584 ▲0.4%229,6712.2%ETFMGKVanguard Mega Cap Growth ETF$13,927,670$107,043 ▼-0.8%34,6101.5%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$13,596,069$6,017,701 ▲79.4%148,1861.4%ETFRSPInvesco S&P 500 Equal Weight ETF$13,486,318$58,427 ▲0.4%71,0931.4%ETFVBVanguard Small-Cap ETF$13,133,101$626,040 ▲5.0%51,6481.4%ETFBNDVanguard Total Bond Market ETF$12,580,188$1,112,722 ▲9.7%169,1571.3%ETFJMBSJanus Henderson Mortgage-Backed Securities ETF$12,052,423$1,107,271 ▲10.1%263,9021.3%ETFBBNBlackRock Taxable Municipal Bond Trust$11,914,888$909,631 ▲8.3%717,7641.3%Financial ServicesVGTVanguard Information Technology ETF$11,370,761$136,637 ▼-1.2%15,2291.2%ETFGOOGLAlphabet$10,886,013$416,187 ▲4.0%44,7801.2%Computer and TechnologyTSLATesla$10,534,407$43,137 ▲0.4%23,6881.1%Auto/Tires/TrucksNVDANVIDIA$9,608,298$371,667 ▲4.0%51,4971.0%Computer and TechnologyAMZNAmazon.com$9,025,764$1,118,697 ▲14.1%41,1071.0%Retail/WholesaleMETAMeta Platforms$8,730,023$954,663 ▲12.3%11,8880.9%Computer and TechnologyBXBlackstone$8,447,494$28,703 ▼-0.3%49,4440.9%FinanceMSFTMicrosoft$5,920,752$141,402 ▼-2.3%11,4310.6%Computer and TechnologyCCitigroup$5,624,436$499,178 ▲9.7%55,4130.6%Financial ServicesBRK.BBerkshire Hathaway$5,363,859$112,616 ▲2.1%10,6690.6%FinanceVONVVanguard Russell 1000 Value ETF$5,126,938$128,781 ▲2.6%57,3680.5%ETFBACBank of America$5,092,423$2,237,005 ▼-30.5%98,7090.5%FinanceJEPIJPMorgan Equity Premium Income ETF$5,065,826$59,670 ▲1.2%88,7180.5%ETFEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$5,011,554$17,445 ▲0.3%550,7200.5%Financial ServicesGSThe Goldman Sachs Group$4,284,894$86,000 ▲2.0%5,3810.5%FinanceGOLDMAN SACHS ETF TR$4,195,497$4,195,497 ▲New Holding80,3270.4%S&P 500 PREMIUMPFEPfizer$4,050,882$1,287,019 ▲46.6%158,9830.4%MedicalIBMInternational Business Machines$4,043,768$244,359 ▲6.4%14,3310.4%Computer and TechnologySTWDStarwood Property Trust$3,998,152$40,774 ▲1.0%206,4090.4%FinanceCATCaterpillar$3,962,890$82,073 ▲2.1%8,3050.4%IndustrialsGEGE Aerospace$3,460,001$199,141 ▲6.1%11,5020.4%AerospaceJPMJPMorgan Chase & Co.$3,408,923$31,544 ▲0.9%10,8070.4%FinanceONEQFidelity NASDAQ Composite Index ETF$3,387,355$73,442 ▲2.2%38,0050.4%ETFVOOGVanguard S&P 500 Growth ETF$3,199,502$169,403 ▼-5.0%7,3470.3%ETFGOOGAlphabet$2,905,624$647,372 ▲28.7%11,9300.3%Computer and TechnologyINTCIntel$2,844,269$776,884 ▼-21.5%84,7770.3%Computer and TechnologyWMTWalmart$2,748,751$139,133 ▲5.3%26,6710.3%Retail/WholesaleXOMExxon Mobil$2,659,610$95,723 ▼-3.5%23,5890.3%EnergyTAT&T$2,647,290$312,389 ▲13.4%93,7430.3%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$2,529,052$115,558 ▲4.8%26,2190.3%ETFSPYSPDR S&P 500 ETF Trust$2,404,254$638,203 ▲36.1%3,6090.3%FinanceMMM3M$2,346,722$1,055,971 ▲81.8%15,1230.2%Multi-Sector ConglomeratesUNHUnitedHealth Group$2,332,749$1,441,567 ▲161.8%6,7560.2%MedicalCEGConstellation Energy$2,215,487$74,036 ▲3.5%6,7330.2%EnergyPALANTIR TECHNOLOGIES INC$2,019,025$55,456 ▼-2.7%11,0680.2%CL AMOAltria Group$2,008,491$19,157 ▼-0.9%30,4040.2%Consumer StaplesABBVAbbVie$1,951,190$116,002 ▲6.3%8,4270.2%MedicalKMIKinder Morgan$1,812,295$58,828 ▲3.4%64,0160.2%EnergyGE VERNOVA INC$1,638,270$59,037 ▲3.7%2,6640.2%COMSCHDSchwab US Dividend Equity ETF$1,559,557$280,478 ▲21.9%57,1270.2%ETFVTIVanguard Total Stock Market ETF$1,475,553$54,480 ▼-3.6%4,4960.2%ETFCOREWEAVE INC$1,471,411$47,624 ▼-3.1%10,7520.2%COM CL AMTUMiShares MSCI USA Momentum Factor ETF$1,414,308$513 ▼0.0%5,5150.2%ETFIVViShares Core S&P 500 ETF$1,413,230$19,405 ▲1.4%2,1120.2%ETFHONHoneywell International$1,385,331$2,526 ▲0.2%6,5810.1%Multi-Sector ConglomeratesIVWiShares S&P 500 Growth ETF$1,331,016$845 ▲0.1%11,0260.1%ETFDISWalt Disney$1,292,925$122,514 ▼-8.7%11,2920.1%Consumer DiscretionaryNUENucor$1,283,268$1,083 ▼-0.1%9,4760.1%Basic MaterialsJNJJohnson & Johnson$1,275,513$4,265 ▲0.3%6,8790.1%MedicalJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,211,186$94,274 ▲8.4%21,0570.1%ETFVUGVanguard Growth ETF$1,193,965$5,756 ▼-0.5%2,4890.1%ETFORCLOracle$1,171,813$57,367 ▲5.1%4,1670.1%Computer and TechnologyBNYBlackRock New York Municipal Income Trust$1,140,019$17,821 ▲1.6%112,6500.1%Financial ServicesVHTVanguard Health Care ETF$1,078,957$33,750 ▼-3.0%4,1560.1%ETFRVTRoyce Small-Cap Trust$1,030,287$8,307 ▼-0.8%63,8740.1%FinanceAMERICAN HEALTHCARE REIT INC$1,024,163$27,601 ▲2.8%24,3790.1%COM SHSNEENextEra Energy$996,499$347,793 ▲53.6%13,2000.1%UtilitiesSUPER MICRO COMPUTER INC$985,646$28,908 ▼-2.8%20,5600.1%COM NEWNFLXNetflix$947,147$1,199 ▼-0.1%7900.1%Consumer DiscretionaryKMBKimberly-Clark$929,861$435,585 ▲88.1%7,4780.1%Consumer StaplesVOOVanguard S&P 500 ETF$849,085$79,583 ▲10.3%1,3870.1%ETFSHOPIFY INC$806,655$267,498 ▼-24.9%5,4280.1%CL A SUB VTG SHSAMATApplied Materials$786,067$135,140 ▼-14.7%3,8390.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$750,609$226,607 ▲43.2%3,4780.1%ETFVZVerizon Communications$718,123$29,797 ▼-4.0%16,3400.1%Computer and TechnologyCSCOCisco Systems$683,654$684 ▼-0.1%9,9920.1%Computer and TechnologyMHNBlackRock MuniHoldings New York Quality Fund$672,296$194,273 ▼-22.4%65,7820.1%FinanceVFHVanguard Financials ETF$651,126$13,650 ▼-2.1%4,9610.1%ETFVEUVanguard FTSE All-World ex-US ETF$635,952$635,952 ▲New Holding8,9110.1%ETFMRKMerck & Co., Inc.$621,799$923 ▼-0.1%7,4090.1%MedicalBXMXNuveen S&P 500 Buy-Write Income Fund$607,819$4,213,478 ▼-87.4%42,0930.1%Financial ServicesCVNACarvana$603,584$603,584 ▲New Holding1,6000.1%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$595,534$1,213 ▲0.2%18,6630.1%ETFROKURoku$594,772$13,818 ▲2.4%5,9400.1%Consumer DiscretionaryLLYEli Lilly and Company$581,600$47,322 ▲8.9%7620.1%MedicalNTRSNorthern Trust$578,780$578,780 ▲New Holding4,3000.1%FinanceVVisa$578,090$188,485 ▲48.4%1,6930.1%Business ServicesPRTAProthena$557,579$244,000 ▲77.8%57,1290.1%MedicalSPYDSPDR Portfolio S&P 500 High Dividend ETF$540,649$2,816 ▼-0.5%12,2870.1%ETFCVXChevron$518,808$240,537 ▲86.4%3,3410.1%EnergyPGProcter & Gamble$504,952$922 ▼-0.2%3,2860.1%Consumer StaplesKOPNKopin$504,089$241,413 ▲91.9%207,4440.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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