Focused Wealth Management, Inc Top Holdings and 13F Report (2025) About Focused Wealth Management, IncInvestment ActivityFocused Wealth Management, Inc has $739.76 million in total holdings as of March 31, 2025.Focused Wealth Management, Inc owns shares of 179 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 4.46% of the portfolio was purchased this quarter.About 1.43% of the portfolio was sold this quarter.This quarter, Focused Wealth Management, Inc has purchased 173 new stocks and bought additional shares in 93 stocks.Focused Wealth Management, Inc sold shares of 54 stocks and completely divested from 14 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $118,335,717Vanguard Value ETF $108,447,459Invesco QQQ $66,328,515Vanguard Intermediate-Term Corporate Bond ETF $35,075,913iShares 0-3 Month Treasury Bond ETF $30,797,654 Largest New Holdings this Quarter 11135F101 - Broadcom $753,612 Holding92840M102 - Vistra $627,138 Holding21037T109 - Constellation Energy $559,315 Holding22160K105 - Costco Wholesale $429,000 Holding009066101 - Airbnb $409,270 Holding Largest Purchases this Quarter Vanguard Value ETF 24,437 shares (about $4.22M)SPDR Portfolio S&P 500 Growth ETF 33,171 shares (about $2.67M)Vanguard Intermediate-Term Corporate Bond ETF 26,183 shares (about $2.14M)Invesco QQQ 3,822 shares (about $1.79M)Vanguard Total Bond Market ETF 16,587 shares (about $1.22M) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 41,518 shares (about $4.18M)Alibaba Group 4,385 shares (about $579.83K)Meta Platforms 761 shares (about $438.60K)Chevron 2,337 shares (about $390.97K)Health Care Select Sector SPDR Fund 2,501 shares (about $365.19K) 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$118,335,717$2,665,953 ▲2.3%1,472,38716.0%ETFVTVVanguard Value ETF$108,447,459$4,221,250 ▲4.1%627,80714.7%ETFQQQInvesco QQQ$66,328,515$1,792,206 ▲2.8%141,4509.0%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$35,075,913$2,140,720 ▲6.5%429,0114.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$30,797,654$4,179,615 ▼-11.9%305,9274.2%ETFVYMVanguard High Dividend Yield ETF$26,575,541$36,883 ▲0.1%206,0763.6%ETFAAPLApple$23,521,894$156,824 ▲0.7%105,8923.2%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$22,779,531$927,422 ▲4.2%503,3043.1%ETFXLFFinancial Select Sector SPDR Fund$22,481,029$473,493 ▲2.2%451,3363.0%ETFBNDVanguard Total Bond Market ETF$21,317,021$1,218,315 ▲6.1%290,2252.9%ETFVIGIVanguard International Dividend Appreciation ETF$18,857,068$115,701 ▲0.6%227,3582.5%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$16,305,392$1,174,145 ▲7.8%177,7542.2%ETFRSPInvesco S&P 500 Equal Weight ETF$12,213,471$58,032 ▲0.5%70,5041.7%ETFMGKVanguard Mega Cap Growth ETF$10,856,180$327,721 ▼-2.9%35,1471.5%ETFVBVanguard Small-Cap ETF$10,574,873$435,298 ▲4.3%47,6881.4%ETFBBNBlackRock Taxable Municipal Bond Trust$10,508,837$361,406 ▲3.6%630,0261.4%Financial ServicesVGTVanguard Information Technology ETF$8,426,064$207,194 ▼-2.4%15,5351.1%ETFVBKVanguard Small-Cap Growth ETF$7,598,660$331,077 ▲4.6%30,1811.0%ETFBXBlackstone$6,914,513$45,289 ▲0.7%49,4670.9%FinanceAMZNAmazon.com$6,683,263$555,749 ▲9.1%35,1270.9%Retail/WholesaleBACBank of America$6,104,271$2,838 ▼0.0%146,2800.8%FinanceGOOGLAlphabet$6,102,962$826,543 ▲15.7%39,4660.8%Computer and TechnologyTSLATesla$6,049,243$226,503 ▲3.9%23,3420.8%Auto/Tires/TrucksMETAMeta Platforms$6,028,050$438,603 ▼-6.8%10,4590.8%Computer and TechnologyBRK.BBerkshire Hathaway$5,480,381$6,391 ▼-0.1%10,2900.7%FinanceJEPIJPMorgan Equity Premium Income ETF$5,008,876$184,790 ▲3.8%87,6600.7%ETFEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$4,479,707$164,062 ▲3.8%550,3330.6%Financial ServicesMSFTMicrosoft$4,382,646$363,375 ▲9.0%11,6750.6%Computer and TechnologyBXMXNuveen S&P 500 Buy-Write Income Fund$4,312,934$151,273 ▲3.6%328,7300.6%Financial ServicesSTWDStarwood Property Trust$3,954,416$294,514 ▲8.0%200,0210.5%FinanceNVDANVIDIA$3,656,707$1,197,805 ▲48.7%33,7400.5%Computer and TechnologyIBMInternational Business Machines$3,361,899$532,384 ▲18.8%13,5200.5%Computer and TechnologyCCitigroup$3,261,299$82,349 ▲2.6%45,9400.4%FinanceXOMExxon Mobil$2,859,379$9,157 ▲0.3%24,0430.4%EnergyGSThe Goldman Sachs Group$2,739,576$118,542 ▲4.5%5,0150.4%FinancePFEPfizer$2,676,169$238,932 ▲9.8%105,6100.4%MedicalCATCaterpillar$2,625,860$73,875 ▲2.9%7,9620.4%IndustrialsJPMJPMorgan Chase & Co.$2,553,765$70,645 ▲2.8%10,4110.3%FinanceGOOGAlphabet$2,322,704$968,483 ▲71.5%14,8670.3%Computer and TechnologyINTCIntel$2,260,400$615,579 ▲37.4%99,5330.3%Computer and TechnologyTAT&T$2,226,029$331,300 ▲17.5%78,7140.3%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$2,218,707$316,917 ▲16.7%23,2640.3%ETFGEGE Aerospace$2,170,684$1,801 ▼-0.1%10,8450.3%IndustrialsWMTWalmart$2,134,694$121,238 ▲6.0%24,3160.3%Retail/WholesaleMOAltria Group$1,858,697$20,107 ▲1.1%30,9680.3%Consumer StaplesDISWalt Disney$1,851,726$32,473 ▲1.8%18,7610.3%Consumer DiscretionaryKMIKinder Morgan$1,729,608$5,535 ▲0.3%60,6240.2%EnergyJNJJohnson & Johnson$1,661,343$23,383 ▲1.4%10,0180.2%MedicalABBVAbbVie$1,604,041$399,125 ▲33.1%7,6560.2%MedicalHONHoneywell International$1,388,428$423 ▲0.0%6,5570.2%Multi-Sector ConglomeratesVTIVanguard Total Stock Market ETF$1,268,809$113,223 ▼-8.2%4,6170.2%ETFMMM3M$1,220,815$11,161 ▼-0.9%8,3130.2%Multi-Sector ConglomeratesIVViShares Core S&P 500 ETF$1,168,206$45,515 ▼-3.8%2,0790.2%ETFVHTVanguard Health Care ETF$1,158,341$122,028 ▼-9.5%4,3760.2%ETFNUENucor$1,138,593$12,997 ▼-1.1%9,4610.2%Basic MaterialsBNYBlackRock New York Municipal Income Trust$1,133,478$10,780 ▲1.0%111,4530.2%Financial ServicesMTUMiShares MSCI USA Momentum Factor ETF$1,116,677$404 ▲0.0%5,5250.2%ETFSUPER MICRO COMPUTER INC$1,067,021$342,400 ▲47.3%31,1630.1%COM NEWIVWiShares S&P 500 Growth ETF$1,022,315$7,148 ▼-0.7%11,0130.1%ETFMHNBlackRock MuniHoldings New York Quality Fund$955,524$31,678 ▼-3.2%94,1400.1%FinanceVUGVanguard Growth ETF$927,256$5,191 ▼-0.6%2,5010.1%ETFRVTRoyce Value Trust$893,102$26,444 ▲3.1%62,7180.1%FinancePALANTIR TECHNOLOGIES INC$816,823$147,953 ▼-15.3%9,6780.1%CL AVZVerizon Communications$796,100$137,575 ▲20.9%17,5510.1%Computer and TechnologyIBTFiShares iBonds Dec 2025 Term Treasury ETF$780,265$14,817 ▲1.9%33,3870.1%ManufacturingGE VERNOVA INC$772,067$14,959 ▼-1.9%2,5290.1%COMAVGOBroadcom$753,612$753,612 ▲New Holding4,5010.1%Computer and TechnologyNFLXNetflix$739,496$1,865 ▲0.3%7930.1%Consumer DiscretionaryMRKMerck & Co., Inc.$718,458$43,445 ▲6.4%8,0040.1%MedicalAMERICAN HEALTHCARE REIT INC$718,173$636 ▲0.1%23,7020.1%COM SHSLLYEli Lilly and Company$694,435$123,859 ▲21.7%8410.1%MedicalVOOVanguard S&P 500 ETF$663,286$458,803 ▲224.4%1,2910.1%ETFKMBKimberly-Clark$661,506$427 ▲0.1%4,6510.1%Consumer StaplesAMATApplied Materials$660,832$4,934 ▼-0.7%4,5540.1%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$633,596$50,331 ▲8.6%12,2360.1%ETFVSTVistra$627,138$627,138 ▲New Holding5,3400.1%UtilitiesCSCOCisco Systems$614,220$37,151 ▼-5.7%9,9530.1%Computer and TechnologySHOPShopify$613,745$2,864 ▲0.5%6,4280.1%Computer and TechnologyUBERUber Technologies$612,243$349,728 ▲133.2%8,4030.1%Computer and TechnologySPYDSPDR Portfolio S&P 500 High Dividend ETF$611,411$1,505 ▲0.2%13,8140.1%ETFNEENextEra Energy$609,084$54,231 ▼-8.2%8,5920.1%UtilitiesPINSPinterest$597,804$269,700 ▼-31.1%19,2840.1%Computer and TechnologyDALDelta Air Lines$589,731$430,505 ▲270.4%13,5260.1%TransportationSPYSPDR S&P 500 ETF Trust$585,329$102,405 ▲21.2%1,0460.1%FinanceCEGConstellation Energy$559,315$559,315 ▲New Holding2,7740.1%EnergyPGProcter & Gamble$558,158$11,419 ▼-2.0%3,2750.1%Consumer StaplesORCLOracle$553,691$140 ▲0.0%3,9600.1%Computer and TechnologyPULSPGIM Ultra Short Bond ETF$539,781$6,813 ▲1.3%10,8540.1%ETFCRMSalesforce$529,137$5,903 ▼-1.1%1,9720.1%Computer and TechnologyAONAON$484,4950.0%1,2140.1%FinanceBABAAlibaba Group$469,813$579,828 ▼-55.2%3,5530.1%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$466,625$22,987 ▲5.2%18,6350.1%ETFVIGVanguard Dividend Appreciation ETF$464,673$1,746 ▲0.4%2,3950.1%ETFPMPhilip Morris International$463,097$5,079 ▼-1.1%2,9180.1%Consumer StaplesUNPUnion Pacific$462,749$1,417 ▼-0.3%1,9590.1%TransportationORealty Income$462,124$7,019 ▼-1.5%7,9660.1%FinanceCLColgate-Palmolive$446,853$468 ▲0.1%4,7690.1%Consumer StaplesIBTHiShares iBonds Dec 2027 Term Treasury ETF$442,539$71,317 ▲19.2%19,7390.1%ManufacturingXLVHealth Care Select Sector SPDR Fund$430,018$365,187 ▼-45.9%2,9450.1%ETFCOSTCostco Wholesale$429,000$429,000 ▲New Holding4540.1%Retail/WholesaleShowing 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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