Focused Wealth Management, Inc Buys Vanguard FTSE Emerging Markets, Schwab U.S. TIPs, iShares Short Maturity Bond, Sells Schwab Emerging Markets Equity, SPDR Portfolio Short Term Treasury, First Trust NASDAQ-100 Technology Sector Index Fd

Author's Avatar
May 06, 2020
Article's Main Image
Highland, NY, based Investment company Focused Wealth Management, Inc (Current Portfolio) buys Vanguard FTSE Emerging Markets, Schwab U.S. TIPs, iShares Short Maturity Bond, Vanguard High Dividend Yield, SPDR Series Trust S&P Biotech, sells Schwab Emerging Markets Equity, SPDR Portfolio Short Term Treasury, First Trust NASDAQ-100 Technology Sector Index Fd, SPDR Gold MiniShares Trust, SPDR S&P Health Care Equipment during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Focused Wealth Management, Inc. As of 2020Q1, Focused Wealth Management, Inc owns 700 stocks with a total value of $345 million. These are the details of the buys and sells.

For the details of Focused Wealth Management, Inc's stock buys and sells, go to https://www.gurufocus.com/guru/focused+wealth+management%2C+inc/current-portfolio/portfolio

These are the top 5 holdings of Focused Wealth Management, Inc
  1. SPDR Series Trust Portfolio S&P 500 Growth (SPYG) - 1,245,971 shares, 12.92% of the total portfolio. Shares added by 17.44%
  2. Vanguard FTSE Emerging Markets (VWO) - 926,890 shares, 9.02% of the total portfolio. Shares added by 33313.48%
  3. SPDR Series Trust Portfolio S&P 500 Value (SPYV) - 1,053,320 shares, 7.90% of the total portfolio. Shares added by 3.33%
  4. SPDR Portfolio Intermediate Term Corporate Bond (SPIB) - 710,347 shares, 7.01% of the total portfolio. Shares added by 7.20%
  5. iShares Edge MSCI USA Momentum Factor (MTUM) - 148,398 shares, 4.59% of the total portfolio. Shares added by 3.00%
New Purchase: Schwab U.S. TIPs (SCHP)

Focused Wealth Management, Inc initiated holding in Schwab U.S. TIPs. The purchase prices were between $53.09 and $59.55, with an estimated average price of $57.25. The stock is now traded at around $58.86. The impact to a portfolio due to this purchase was 4.1%. The holding were 245,386 shares as of .

New Purchase: iShares Short Maturity Bond (NEAR)

Focused Wealth Management, Inc initiated holding in iShares Short Maturity Bond. The purchase prices were between $45.53 and $50.41, with an estimated average price of $49.89. The stock is now traded at around $49.24. The impact to a portfolio due to this purchase was 3.08%. The holding were 219,042 shares as of .

New Purchase: iShares Expanded Tech-Software Sector (IGV)

Focused Wealth Management, Inc initiated holding in iShares Expanded Tech-Software Sector. The purchase prices were between $184.82 and $265.15, with an estimated average price of $235.17. The stock is now traded at around $247.02. The impact to a portfolio due to this purchase was 0.69%. The holding were 11,335 shares as of .

New Purchase: Slack Technologies Inc (WORK)

Focused Wealth Management, Inc initiated holding in Slack Technologies Inc. The purchase prices were between $17.04 and $28.58, with an estimated average price of $24.13. The stock is now traded at around $27.96. The impact to a portfolio due to this purchase was 0.05%. The holding were 5,825 shares as of .

New Purchase: General Mills Inc (GIS)

Focused Wealth Management, Inc initiated holding in General Mills Inc. The purchase prices were between $47.28 and $59.67, with an estimated average price of $52.84. The stock is now traded at around $59.17. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,800 shares as of .

New Purchase: RH (RH)

Focused Wealth Management, Inc initiated holding in RH. The purchase prices were between $80.43 and $252.1, with an estimated average price of $188.16. The stock is now traded at around $147.23. The impact to a portfolio due to this purchase was 0.03%. The holding were 950 shares as of .

Added: Vanguard FTSE Emerging Markets (VWO)

Focused Wealth Management, Inc added to a holding in Vanguard FTSE Emerging Markets by 33313.48%. The purchase prices were between $30.46 and $45.91, with an estimated average price of $41.1. The stock is now traded at around $35.59. The impact to a portfolio due to this purchase was 8.99%. The holding were 926,890 shares as of .

Added: Vanguard High Dividend Yield (VYM)

Focused Wealth Management, Inc added to a holding in Vanguard High Dividend Yield by 102.68%. The purchase prices were between $60.97 and $94.78, with an estimated average price of $86.65. The stock is now traded at around $75.65. The impact to a portfolio due to this purchase was 2.09%. The holding were 200,902 shares as of .

Added: SPDR Series Trust S&P Biotech (XBI)

Focused Wealth Management, Inc added to a holding in SPDR Series Trust S&P Biotech by 53303.13%. The purchase prices were between $65.95 and $98.35, with an estimated average price of $89.21. The stock is now traded at around $98.87. The impact to a portfolio due to this purchase was 0.77%. The holding were 34,178 shares as of .

Added: Vanguard Total Bond Market ETF (BND)

Focused Wealth Management, Inc added to a holding in Vanguard Total Bond Market ETF by 249.82%. The purchase prices were between $79.99 and $87.59, with an estimated average price of $84.43. The stock is now traded at around $86.96. The impact to a portfolio due to this purchase was 0.29%. The holding were 16,403 shares as of .

Added: Exxon Mobil Corp (XOM)

Focused Wealth Management, Inc added to a holding in Exxon Mobil Corp by 106.73%. The purchase prices were between $31.45 and $70.9, with an estimated average price of $55.73. The stock is now traded at around $44.51. The impact to a portfolio due to this purchase was 0.18%. The holding were 31,822 shares as of .

Added: iShares TIPS Bond (TIP)

Focused Wealth Management, Inc added to a holding in iShares TIPS Bond by 843.03%. The purchase prices were between $108.81 and $122.54, with an estimated average price of $117.81. The stock is now traded at around $120.75. The impact to a portfolio due to this purchase was 0.16%. The holding were 5,347 shares as of .

Sold Out: AK Steel Holding Corp (AKS)

Focused Wealth Management, Inc sold out a holding in AK Steel Holding Corp. The sale prices were between $1.55 and $3.29, with an estimated average price of $2.78.

Sold Out: Alexandria Real Estate Equities Inc (ARE)

Focused Wealth Management, Inc sold out a holding in Alexandria Real Estate Equities Inc. The sale prices were between $114.92 and $174.93, with an estimated average price of $157.03.

Sold Out: L3Harris Technologies Inc (LHX)

Focused Wealth Management, Inc sold out a holding in L3Harris Technologies Inc. The sale prices were between $150.22 and $230.04, with an estimated average price of $205.43.

Sold Out: Talend SA (TLND)

Focused Wealth Management, Inc sold out a holding in Talend SA. The sale prices were between $19.11 and $42.07, with an estimated average price of $34.

Sold Out: Boston Properties Inc (BXP)

Focused Wealth Management, Inc sold out a holding in Boston Properties Inc. The sale prices were between $77.93 and $147.51, with an estimated average price of $129.36.

Sold Out: H.B. Fuller Co (FUL)

Focused Wealth Management, Inc sold out a holding in H.B. Fuller Co. The sale prices were between $25.28 and $51.57, with an estimated average price of $42.36.



Here is the complete portfolio of Focused Wealth Management, Inc. Also check out:

1. Focused Wealth Management, Inc's Undervalued Stocks
2. Focused Wealth Management, Inc's Top Growth Companies, and
3. Focused Wealth Management, Inc's High Yield stocks
4. Stocks that Focused Wealth Management, Inc keeps buying