Focused Wealth Management, Inc Purchases in Q4 2024

Focused Wealth Management, Inc

  • $742 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PCT
Pure Cycle Technologies, Inc.

Industrials
3.62K
+ 27.88%
$8.81 - $14.3 $31.9K - $51.8K
16.6K $170K
MAIN
Main Street Capital Corp

Financial Services
34
+ 0.74%
$49.95 - $58.58 $1.7K - $1.99K
4.64K $271K
OKE
Oneok Inc

Energy
29
+ 0.91%
$92.28 - $117.05 $2.68K - $3.39K
3.23K $324K
USB
Us Bancorp \De\

Financial Services
352
+ 7.08%
$43.98 - $53.66 $15.5K - $18.9K
5.32K $254K
BMY
Bristol Myers Squibb CO

Healthcare
39
+ 0.87%
$51.92 - $59.94 $2.02K - $2.34K
4.53K $256K
KEY
Keycorp

Financial Services
1.43K
New
$16.21 - $19.97 $23.2K - $28.6K
1.43K $24K
AMD
Advanced Micro Devices Inc

Technology
747
+ 46.28%
$118.88 - $172.8 $88.8K - $129K
2.36K $285K
TRV
Travelers Companies, Inc.

Financial Services
54
+ 5.7%
$225.97 - $266.66 $12.2K - $14.4K
1K $241K
NBTB
Nbt Bancorp Inc

Financial Services
22
+ 0.45%
$42.64 - $52.33 $938 - $1.15K
4.92K $234K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
703
+ 31.45%
$82.28 - $117.52 $57.8K - $82.6K
2.94K $249K
DFUS
Dimensional ETF Tr U S Equity

ETFs
18
+ 0.36%
$61.52 - $66.5 $1.11K - $1.2K
4.99K $317K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
532
+ 3.26%
$22.72 - $23.0 $12.1K - $12.2K
16.9K $384K
PULS
Pgim ETF Tr

ETFs
139
+ 1.31%
$49.51 - $49.79 $6.88K - $6.92K
10.7K $531K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
11
+ 0.08%
$14.38 - $15.35 $158 - $169
13.1K $195K
GBDC
Golub Capital Bdc, Inc.

Financial Services
285
+ 2.75%
$14.69 - $15.67 $4.19K - $4.47K
10.6K $161K
CVX
Chevron Corp

Energy
59
+ 3.18%
$141.15 - $162.53 $8.33K - $9.59K
1.92K $277K
VIG
Vanguard Dividend Appreciation

ETFs
16
+ 0.68%
N/A
2.39K $434K
PM
Philip Morris International Inc.

Consumer Defensive
28
+ 0.96%
$118.38 - $133.06 $3.31K - $3.73K
2.95K $355K
ROKU
Roku, Inc

Communication Services
30
+ 0.51%
$64.08 - $84.12 $1.92K - $2.52K
5.9K $438K
OEF
Ishares S&P 100 ETF

ETFs
3
+ 0.22%
N/A
1.35K $359K
Super Micro Computer Inc
21.2K
New
N/A
21.2K $0
Curis Inc
5.14K
+ 9.5%
N/A
59.2K $0
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
142
+ 0.44%
$23.25 - $23.37 $3.3K - $3.32K
32.8K $763K
Bgc Group Inc
11.2K
New
N/A
11.2K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
13
+ 0.34%
$61.68 - $67.87 $802 - $882
3.88K $241K
Ouster Inc
13K
New
N/A
13K $0
SYK
Stryker Corp

Healthcare
1
+ 0.14%
$345.14 - $392.15 $345 - $392
702 $252K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
100
+ 0.81%
$10.64 - $11.1 $1.06K - $1.11K
12.5K $134K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
143
+ 2.3%
$51.09 - $55.27 $7.31K - $7.9K
6.36K $325K
IBM
International Business Machines Corp

Technology
52
+ 0.46%
$204.9 - $238.04 $10.7K - $12.4K
11.4K $2.5M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.63K
+ 201.76%
$25.79 - $80.4 $145K - $452K
8.41K $219K
PG
Procter & Gamble CO

Consumer Defensive
66
+ 2.01%
$161.05 - $179.7 $10.6K - $11.9K
3.34K $560K
HD
Home Depot, Inc.

Consumer Cyclical
25
+ 2.37%
$385.02 - $431.37 $9.63K - $10.8K
1.08K $420K
ORCL
Oracle Corp

Technology
1
+ 0.03%
$165.41 - $192.43 $165 - $192
3.96K $659K
EIX
Edison International

Utilities
2
+ 0.06%
$77.93 - $88.36 $156 - $177
3.14K $251K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
120
+ 0.67%
$14.98 - $16.73 $1.8K - $2.01K
18.1K $270K
UNP
Union Pacific Corp

Industrials
9
+ 0.46%
$223.15 - $249.32 $2.01K - $2.24K
1.97K $448K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
693
+ 0.34%
$126.68 - $134.74 $87.8K - $93.4K
206K $26.3M
ED
Consolidated Edison Inc

Utilities
173
+ 4.52%
$88.87 - $107.38 $15.4K - $18.6K
4K $356K
AWK
American Water Works Company, Inc.

Utilities
12
+ 0.53%
$123.83 - $146.07 $1.49K - $1.75K
2.26K $280K
ADM
Archer Daniels Midland CO

Consumer Defensive
1
+ 0.02%
$49.38 - $59.52 $49.4 - $59.5
5.34K $269K
KMB
Kimberly Clark Corp

Consumer Defensive
4
+ 0.09%
$130.37 - $146.09 $521 - $584
4.65K $609K
CI
Cigna Corp

Healthcare
4
+ 0.5%
$265.59 - $358.58 $1.06K - $1.43K
812 $224K
CL
Colgate Palmolive CO

Consumer Defensive
4
+ 0.08%
$90.22 - $102.31 $361 - $409
4.76K $433K
MMM
3 M CO

Industrials
1
+ 0.01%
$124.74 - $137.12 $125 - $137
8.39K $1.08M
VZ
Verizon Communications Inc

Communication Services
152
+ 1.06%
$39.6 - $45.21 $6.02K - $6.87K
14.5K $580K
PINS
Pinterest, Inc.

Communication Services
44
+ 0.22%
$28.24 - $34.15 $1.24K - $1.5K
20K $579K
MSFT
Microsoft Corp

Technology
1
+ 0.01%
$406.35 - $454.46 $406 - $454
10.2K $4.3M
MRK
Merck & Co., Inc.

Healthcare
128
+ 1.73%
$96.31 - $114.76 $12.3K - $14.7K
7.52K $748K
Activity Summary
Buys All Purchases 106 New Holdings 17 Increased Positions 89 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 12 Puts 2
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