Focused Wealth Management, Inc Buys PIMCO Enhanced Short Maturity Active Exchange-Trad, Apple Inc, Bank of America Corporation, Sells KKR Inc, Facebook Inc, SPDR Bloomberg Barclays Convertible Securities

Highland, NY, based Investment company Focused Wealth Management, Inc (Current Portfolio) buys PIMCO Enhanced Short Maturity Active Exchange-Trad, Apple Inc, Bank of America Corporation, Berkshire Hathaway Inc, Amazon.com Inc, sells KKR Inc, Facebook Inc, SPDR Bloomberg Barclays Convertible Securities, Caterpillar Inc, BlackRock Corporate High Yield Fund Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Focused Wealth Management, Inc. As of 2019Q2, Focused Wealth Management, Inc owns 714 stocks with a total value of $334 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/portfolioportfolio

These are the top 5 holdings of Focused Wealth Management, Inc
  1. SPDR Series Trust Portfolio S&P 500 Growth (SPYG) - 987,294 shares, 11.45% of the total portfolio. Shares added by 9.44%
  2. SPDR Index Shares Fund Portfolio Emerging Markets (SPEM) - 984,975 shares, 10.55% of the total portfolio. Shares added by 9.17%
  3. SPDR Portfolio Aggregate Bond (SPAB) - 885,295 shares, 7.73% of the total portfolio. Shares added by 7.39%
  4. SPDR Portfolio Intermediate Term Corporate Bond (SPIB) - 589,795 shares, 6.17% of the total portfolio. Shares added by 18.88%
  5. iShares Edge MSCI USA Momentum Factor (MTUM) - 130,722 shares, 4.64% of the total portfolio. Shares added by 7.89%
New Purchase: Apple Inc (AAPL)

Focused Wealth Management, Inc initiated holding in Apple Inc. The purchase prices were between $173.3 and $211.75, with an estimated average price of $194.79. The stock is now traded at around $204.98. The impact to a portfolio due to this purchase was 1.67%. The holding were 28,210 shares as of .

New Purchase: Bank of America Corporation (BAC)

Focused Wealth Management, Inc initiated holding in Bank of America Corporation. The purchase prices were between $26.6 and $30.77, with an estimated average price of $28.85. The stock is now traded at around $29.53. The impact to a portfolio due to this purchase was 1.61%. The holding were 185,738 shares as of .

New Purchase: Berkshire Hathaway Inc (BRK.B)

Focused Wealth Management, Inc initiated holding in Berkshire Hathaway Inc. The purchase prices were between $197.42 and $218.6, with an estimated average price of $206.89. The stock is now traded at around $207.10. The impact to a portfolio due to this purchase was 0.78%. The holding were 12,175 shares as of .

New Purchase: Amazon.com Inc (AMZN)

Focused Wealth Management, Inc initiated holding in Amazon.com Inc. The purchase prices were between $1692.69 and $1962.46, with an estimated average price of $1862.37. The stock is now traded at around $1984.25. The impact to a portfolio due to this purchase was 0.61%. The holding were 1,077 shares as of .

New Purchase: American Water Works Co Inc (AWK)

Focused Wealth Management, Inc initiated holding in American Water Works Co Inc. The purchase prices were between $102.28 and $118.4, with an estimated average price of $110.33. The stock is now traded at around $116.56. The impact to a portfolio due to this purchase was 0.1%. The holding were 2,932 shares as of .

New Purchase: Air Products & Chemicals Inc (APD)

Focused Wealth Management, Inc initiated holding in Air Products & Chemicals Inc. The purchase prices were between $190.48 and $226.37, with an estimated average price of $206.84. The stock is now traded at around $226.67. The impact to a portfolio due to this purchase was 0.09%. The holding were 1,286 shares as of .

Added: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)

Focused Wealth Management, Inc added to a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad by 119.37%. The purchase prices were between $101.35 and $101.75, with an estimated average price of $101.57. The stock is now traded at around $101.70. The impact to a portfolio due to this purchase was 2.01%. The holding were 121,105 shares as of .

Added: Blackstone Group Inc (BX)

Focused Wealth Management, Inc added to a holding in Blackstone Group Inc by 22.21%. The purchase prices were between $34.45 and $45.04, with an estimated average price of $39.87. The stock is now traded at around $46.18. The impact to a portfolio due to this purchase was 0.26%. The holding were 108,542 shares as of .

Added: iShares Core U.S. REIT (USRT)

Focused Wealth Management, Inc added to a holding in iShares Core U.S. REIT by 5655.44%. The purchase prices were between $50.19 and $53.86, with an estimated average price of $52.07. The stock is now traded at around $52.42. The impact to a portfolio due to this purchase was 0.17%. The holding were 11,108 shares as of .

Added: Reaves Utility Income Fund (UTG)

Focused Wealth Management, Inc added to a holding in Reaves Utility Income Fund by 20.23%. The purchase prices were between $33.56 and $35.87, with an estimated average price of $34.55. The stock is now traded at around $36.71. The impact to a portfolio due to this purchase was 0.08%. The holding were 43,130 shares as of .

Added: Tyson Foods Inc (TSN)

Focused Wealth Management, Inc added to a holding in Tyson Foods Inc by 1442.95%. The purchase prices were between $68.93 and $82.6, with an estimated average price of $77.04. The stock is now traded at around $81.53. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,299 shares as of .

Added: Biogen Inc (BIIB)

Focused Wealth Management, Inc added to a holding in Biogen Inc by 600.00%. The purchase prices were between $219.29 and $241.72, with an estimated average price of $230.78. The stock is now traded at around $233.15. The impact to a portfolio due to this purchase was 0.04%. The holding were 700 shares as of .

Sold Out: Humana Inc (HUM)

Focused Wealth Management, Inc sold out a holding in Humana Inc. The sale prices were between $232.89 and $276.48, with an estimated average price of $253.55.

Sold Out: Extra Space Storage Inc (EXR)

Focused Wealth Management, Inc sold out a holding in Extra Space Storage Inc. The sale prices were between $99.24 and $109.73, with an estimated average price of $105.02.

Sold Out: WRKCo Inc (WRK)

Focused Wealth Management, Inc sold out a holding in WRKCo Inc. The sale prices were between $32.6 and $39.89, with an estimated average price of $36.7.

Sold Out: Hormel Foods Corp (HRL)

Focused Wealth Management, Inc sold out a holding in Hormel Foods Corp. The sale prices were between $38.8 and $43.78, with an estimated average price of $40.55.

Sold Out: ICU Medical Inc (ICUI)

Focused Wealth Management, Inc sold out a holding in ICU Medical Inc. The sale prices were between $212.8 and $251.91, with an estimated average price of $231.5.

Sold Out: VF Corp (VFC)

Focused Wealth Management, Inc sold out a holding in VF Corp. The sale prices were between $81.27 and $89.47, with an estimated average price of $85.9.



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