Focused Wealth Management, Inc
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1586052
Institutional-grade research for retail investors
13F Reported Value
ⓘ$964.2M
incl. option notional
Equity Holdings
ⓘ$957.0M
Option Notional
ⓘ$7.2M
$1.8M puts / $5.4M calls
Holdings
228
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Focused Wealth Management, Inc disclosed 228 positions worth $964.2M in its Form 13F-HR for Q1 2026 — $957.0M in common stock plus $7.2M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 52 new positions and exited 39 — including a new stake in $MYN and a full exit from $PFE. The portfolio is most concentrated in Other (75.5% of disclosed assets). All figures are sourced directly from Focused Wealth Management, Inc’s Form 13F-HR filing with the SEC under CIK 1586052.
AI Fund Analysis
DiversifyingSPDR SERIES TRUST
15.4% weight
Held 9 quarters
VANGUARD INDEX FDS
14.3% weight
Held 9 quarters
$QQQ11.2% weight
Held 9 quarters
VANGUARD SCOTTSDALE FDS
5.0% weight
Held 9 quarters
VANGUARD WHITEHALL FDS
3.3% weight
Held 9 quarters
$QQQ8 quarters accumulating
VANGUARD SCOTTSDALE FDS
8 quarters accumulating
VANGUARD INTL EQUITY INDEX
8 quarters accumulating
VANGUARD INDEX FDS
8 quarters accumulating
$BBN8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
$BACALL$717K notional
$QQQCALL$693K notional
$AMZNCALL$625K notional
$MMMCALL$494K notional
$AAPLCALL$381K notional
$FCXCALL$353K notional
$PLTRCALL$351K notional
$CCALL$318K notional
$ROKPUT$251K notional
$UPSPUT$246K notional
$TKOPUT$222K notional
$TOLPUT$218K notional
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR SERIES TRUST
—Quality
$147.1M1,502,441 shVANGUARD INDEX FDS
—Quality
$136.7M696,791 sh- —
Quality
$107.4M186,155 sh VANGUARD SCOTTSDALE FDS
—Quality
$48.0M579,931 shVANGUARD WHITEHALL FDS
—Quality
$31.5M212,958 shVANGUARD INTL EQUITY INDEX F
—Quality
$31.0M573,138 sh- 76.1
Quality
$28.9M114,063 sh VANGUARD WHITEHALL FDS
—Quality
$20.6M232,500 shISHARES TR
—Quality
$18.8M186,532 shVANGUARD INDEX FDS
—Quality
$15.2M58,073 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST | — | $147.1M | 1,502,441 |
| VANGUARD INDEX FDS | — | $136.7M | 696,791 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $107.4M | 186,155 |
| VANGUARD SCOTTSDALE FDS | — | $48.0M | 579,931 |
| VANGUARD WHITEHALL FDS | — | $31.5M | 212,958 |
| VANGUARD INTL EQUITY INDEX F | — | $31.0M | 573,138 |
 Apple Inc.$AAPL | 76.1 | $28.9M | 114,063 |
| VANGUARD WHITEHALL FDS | — | $20.6M | 232,500 |
| ISHARES TR | — | $18.8M | 186,532 |
| VANGUARD INDEX FDS | — | $15.2M | 58,073 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Focused Wealth Management, Inc's 228 positions.
Showing top 10 of 228 holdings.
Sector Allocation
Other
$722.4M
Technology
$96.5M
Financials
$50.3M
Industrials
$24.7M
Consumer Discretionary
$17.0M
Healthcare
$14.8M
Energy
$7.4M
Utilities
$6.0M
Full Holdings — Focused Wealth Management, Inc (Q1 2026)
All 228 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST | $147.1M | 15.4% | +3% | — |
| 2 | — | VANGUARD INDEX FDS | $136.7M | 14.3% | +2% | — |
| 3 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $107.4M | 11.2% | +3% | — |
| 4 | — | VANGUARD SCOTTSDALE FDS | $48.0M | 5.0% | +6% | — |
| 5 | — | VANGUARD WHITEHALL FDS | $31.5M | 3.3% | +0% | — |
| 6 | — | VANGUARD INTL EQUITY INDEX F | $31.0M | 3.2% | +2% | — |
| 7 | $AAPL | Apple Inc. | $28.9M | 3.0% | +7% | 76.1 |
| 8 | — | VANGUARD WHITEHALL FDS | $20.6M | 2.1% | +1% | — |
| 9 | — | ISHARES TR | $18.8M | 2.0% | -13% | — |
| 10 | — | VANGUARD INDEX FDS | $15.2M | 1.6% | +7% | — |
| 11 |  $NVDA | NVIDIA CORP | $15.1M | 1.6% | +66% | 90.2 |
| 12 | — | SELECT SECTOR SPDR TR | $15.1M | 1.6% | -36% | — |
| 13 | — | VANGUARD BD INDEX FDS | $14.6M | 1.5% | +6% | — |
| 14 | — | JANUS DETROIT STR TR | $14.0M | 1.5% | +6% | — |
| 15 |  $GOOG | Alphabet Inc. | $14.0M | 1.5% | +10% | 80.2 |
| 16 |  $IVZ | Invesco Ltd. | $13.8M | 1.4% | +0% | — |
| 17 | $BBN | BlackRock Taxable Municipal Bond Trust | $13.1M | 1.4% | +5% | — |
| 18 | — | VANGUARD WORLD FD | $12.6M | 1.3% | -1% | — |
| 19 | — | ISHARES TR | $12.2M | 1.3% | -29% | — |
| 20 |  $AMZN | AMAZON COM INC | $11.1M | 1.1% | +29% | 74.6 |
| 21 | — | ISHARES INC | $10.6M | 1.1% | +1827% | — |
| 22 | — | VANGUARD WORLD FD | $10.4M | 1.1% | -1% | — |
| 23 |  $TSLA | Tesla, Inc. | $9.9M | 1.0% | +9% | 50.1 |
| 24 |  $MSFT | MICROSOFT CORP | $7.7M | 0.8% | +77% | 83.7 |
| 25 |  $META | Meta Platforms, Inc. | $7.2M | 0.8% | +17% | 80.9 |
| 26 |  $BX | Blackstone Inc. | $6.4M | 0.7% | +10% | 68 |
| 27 |  $C | CITIGROUP INC | $5.7M | 0.6% | -0% | 54.8 |
| 28 | — | J P MORGAN EXCHANGE TRADED F | $5.6M | 0.6% | -1% | — |
| 29 | — | VANGUARD SCOTTSDALE FDS | $5.5M | 0.6% | -0% | — |
| 30 |  $CAT | CATERPILLAR INC | $5.3M | 0.6% | -9% | 67.8 |
| 31 | — | EATON VANCE TAX-MANAGED GLOB | $5.2M | 0.5% | -1% | — |
| 32 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.1M | 0.5% | +3% | 64.5 |
| 33 |  $GS | GOLDMAN SACHS GROUP INC | $4.8M | 0.5% | +6% | — |
| 34 |  $BAC | BANK OF AMERICA CORP /DE/ | $4.6M | 0.5% | -4% | 68.4 |
| 35 | — | GOLDMAN SACHS ETF TR | $4.6M | 0.5% | -0% | — |
| 36 |  $JPM | JPMORGAN CHASE & CO | $4.6M | 0.5% | +42% | 35.6 |
| 37 |  $XOM | EXXON MOBIL CORP | $4.2M | 0.4% | +3% | 61.8 |
| 38 | — | ISHARES TR | $3.9M | 0.4% | +15% | — |
| 39 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.6M | 0.4% | +6% | 66.7 |
| 40 |  $WMT | Walmart Inc. | $3.6M | 0.4% | +5% | 63.2 |
| 41 | — | FIDELITY COMWLTH TR | $3.4M | 0.4% | +0% | — |
| 42 |  $CEG | Constellation Energy Corp | $3.4M | 0.4% | +70% | 62.5 |
| 43 | — | VANGUARD ADMIRAL FDS INC | $3.3M | 0.3% | +1% | — |
| 44 |  $PFE | PFIZER INC | $3.2M | 0.3% | +5% | 69 |
| 45 |  $GE | GENERAL ELECTRIC CO | $3.2M | 0.3% | +1% | 74.8 |
| 46 |  $GOOGL | Alphabet Inc. | $3.1M | 0.3% | +17% | 80.2 |
| 47 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $2.7M | 0.3% | -10% | 54.6 |
| 48 |  $KMI | KINDER MORGAN, INC. | $2.4M | 0.3% | +3% | 74.6 |
| 49 |  $GEV | GE Vernova Inc. | $2.3M | 0.2% | -3% | 70.1 |
| 50 |  $MO | ALTRIA GROUP, INC. | $2.3M | 0.2% | +2% | 72.1 |
| 51 |  $UNH | UNITEDHEALTH GROUP INC | $2.2M | 0.2% | +18% | 66.8 |
| 52 |  $ABBV | AbbVie Inc. | $2.0M | 0.2% | +9% | 59.3 |
| 53 | — | PROTHENA CORP PLC | $2.0M | 0.2% | +93% | — |
| 54 |  $HON | HONEYWELL INTERNATIONAL INC | $2.0M | 0.2% | +34% | 65.7 |
| 55 |  $AVGO | Broadcom Inc. | $1.9M | 0.2% | +9% | 86.4 |
| 56 |  $JNJ | JOHNSON & JOHNSON | $1.8M | 0.2% | +7% | 72.8 |
| 57 | — | VANGUARD INDEX FDS | $1.8M | 0.2% | +88% | — |
| 58 |  $MYN | BLACKROCK MUNIYIELD NEW YORK QUALITY FUND, INC. | $1.8M | 0.2% | NEW | — |
| 59 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $1.7M | 0.2% | +1003% | — |
| 60 |  $T | AT&T INC. | $1.6M | 0.2% | -40% | 71.9 |
| 61 |  $INTC | INTEL CORP | $1.5M | 0.2% | -48% | 41.5 |
| 62 |  $PLTR | Palantir Technologies Inc. | $1.5M | 0.2% | +6% | 85.8 |
| 63 |  $NUE | NUCOR CORP | $1.5M | 0.2% | -4% | 58.9 |
| 64 |  $LLY | ELI LILLY & Co | $1.5M | 0.2% | +119% | 89.3 |
| 65 | — | SCHWAB STRATEGIC TR | $1.5M | 0.1% | +1% | — |
| 66 | — | VANGUARD INDEX FDS | $1.4M | 0.1% | -0% | — |
| 67 | — | ISHARES TR | $1.3M | 0.1% | -2% | — |
| 68 | — | ISHARES TR | $1.3M | 0.1% | -1% | — |
| 69 | — | J P MORGAN EXCHANGE TRADED F | $1.3M | 0.1% | +1% | — |
| 70 | — | SPDR SERIES TRUST | $1.3M | 0.1% | -91% | — |
| 71 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.3M | 0.1% | +373% | 67 |
| 72 |  $MMM | 3M CO | $1.2M | 0.1% | +0% | 60.7 |
| 73 |  $RVT | ROYCE SMALL-CAP TRUST, INC. | $1.2M | 0.1% | -1% | — |
| 74 |  $AMAT | APPLIED MATERIALS INC /DE | $1.2M | 0.1% | -11% | 74.8 |
| 75 | — | ISHARES TR | $1.2M | 0.1% | -0% | — |
| 76 |  $ETN | Eaton Corp plc | $1.1M | 0.1% | +148% | — |
| 77 |  $DIS | Walt Disney Co | $1.1M | 0.1% | +2% | 68.9 |
| 78 |  $V | VISA INC. | $1.1M | 0.1% | +112% | 83.5 |
| 79 | — | VANGUARD WORLD FD | $1.1M | 0.1% | -4% | — |
| 80 |  $AHR | American Healthcare REIT, Inc. | $1.1M | 0.1% | -5% | 63.7 |
| 81 | — | VANGUARD INDEX FDS | $1.0M | 0.1% | +0% | — |
| 82 |  $MRK | Merck & Co., Inc. | $866,125 | 0.1% | +3% | 70.9 |
| 83 |  $CSCO | CISCO SYSTEMS, INC. | $816,404 | 0.1% | +1% | 72.3 |
| 84 |  $SPY | SPDR S&P 500 ETF TRUST | $811,298 | 0.1% | +0% | — |
| 85 |  $NEE | NEXTERA ENERGY INC | $801,749 | 0.1% | +2% | 71.7 |
| 86 |  $CRWV | CoreWeave, Inc. | $788,412 | 0.1% | -0% | 46.5 |
| 87 |  $VZ | VERIZON COMMUNICATIONS INC | $767,038 | 0.1% | -27% | 71.6 |
| 88 |  $WFC | WELLS FARGO & COMPANY/MN | $766,252 | 0.1% | +116% | — |
| 89 |  $BA | BOEING CO | $761,489 | 0.1% | NEW | 51.8 |
| 90 | $BACALL | BOEING CO | $716,508 | — | NEW | 51.8 |
| 91 | — | VANGUARD INSTL INDEX FD | $701,885 | 0.1% | +9% | — |
| 92 | $QQQCALL | INVESCO QQQ TRUST, SERIES 1 | $692,616 | — | NEW | — |
| 93 |  $NFLX | NETFLIX INC | $691,511 | 0.1% | +0% | 86.7 |
| 94 |  $SAN | Banco Santander, S.A. | $665,362 | 0.1% | NEW | — |
| 95 |  $XPL | SOLITARIO RESOURCES CORP. | $625,578 | 0.1% | +25% | — |
| 96 | $AMZNCALL | AMAZON COM INC | $624,810 | — | -64% | 74.6 |
| 97 |  $ORCL | ORACLE CORP | $621,370 | 0.1% | +2% | 67.2 |
| 98 |  $SHOP | SHOPIFY INC. | $621,332 | 0.1% | -6% | — |
| 99 | — | VANGUARD TAX-MANAGED FDS | $614,993 | 0.1% | NEW | — |
| 100 |  $LIN | LINDE PLC | $614,976 | 0.1% | NEW | — |
| 101 |  $PM | Philip Morris International Inc. | $608,499 | 0.1% | +29% | 80.5 |
| 102 |  $MRVL | Marvell Technology, Inc. | $608,418 | 0.1% | NEW | 77.3 |
| 103 |  $GLW | CORNING INC /NY | $584,378 | 0.1% | NEW | 72.7 |
| 104 |  $PANW | Palo Alto Networks Inc | $565,930 | 0.1% | NEW | 66.5 |
| 105 | — | NUVEEN S&P 500 DYNAMIC OVERW | $563,591 | 0.1% | NEW | — |
| 106 |  $DUK | Duke Energy CORP | $559,850 | 0.1% | +11% | 64 |
| 107 | — | DIREXION SHARES ETF TRUST | $553,472 | 0.1% | +16% | — |
| 108 | — | SCHWAB STRATEGIC TR | $548,594 | 0.1% | +1% | — |
| 109 |  $HD | HOME DEPOT, INC. | $538,933 | 0.1% | +28% | 69.2 |
| 110 | — | SPDR SERIES TRUST | $525,248 | 0.1% | -2% | — |
| 111 | — | ISHARES TR | $523,162 | 0.1% | +3% | — |
| 112 |  $TER | TERADYNE, INC | $513,172 | 0.1% | -14% | 74.6 |
| 113 | — | VANGUARD SPECIALIZED FUNDS | $511,691 | 0.1% | -1% | — |
| 114 |  $PLD | Prologis, Inc. | $509,256 | 0.1% | NEW | 67.5 |
| 115 | — | VANGUARD WORLD FD | $497,952 | 0.1% | -23% | — |
| 116 |  $PG | PROCTER & GAMBLE Co | $494,143 | 0.1% | +7% | 72.9 |
| 117 | $MMMCALL | 3M CO | $493,782 | — | -50% | 60.7 |
| 118 |  $O | REALTY INCOME CORP | $490,089 | 0.1% | +0% | 74.6 |
| 119 | — | ISHARES INC | $489,477 | 0.1% | +0% | — |
| 120 |  $SMCI | Super Micro Computer, Inc. | $483,749 | 0.1% | +3% | 61.9 |
| 121 |  $KOPN | KOPIN CORP | $476,966 | 0.1% | -0% | 29.9 |
| 122 |  $CVX | CHEVRON CORP | $466,503 | 0.1% | +10% | 54.7 |
| 123 | — | PGIM ETF TR | $460,672 | 0.1% | +1% | — |
| 124 |  $UNP | UNION PACIFIC CORP | $444,014 | 0.1% | +1% | 74 |
| 125 |  $ROKU | ROKU, INC | $429,291 | 0.0% | +2% | 60.5 |
| 126 |  $ED | CONSOLIDATED EDISON INC | $428,878 | 0.0% | +1% | 71.6 |
| 127 | — | ISHARES TR | $424,313 | 0.0% | +0% | — |
| 128 |  $ANET | Arista Networks, Inc. | $407,998 | 0.0% | NEW | 86 |
| 129 |  $AON | Aon plc | $401,538 | 0.0% | +0% | — |
| 130 |  $CRWD | CrowdStrike Holdings, Inc. | $395,485 | 0.0% | NEW | 55 |
| 131 | — | VANGUARD INDEX FDS | $394,175 | 0.0% | -97% | — |
| 132 |  $ADM | Archer-Daniels-Midland Co | $393,426 | 0.0% | +1% | 49.4 |
| 133 | — | SELECT SECTOR SPDR TR | $387,599 | 0.0% | -19% | — |
| 134 |  $KMB | KIMBERLY CLARK CORP | $384,664 | 0.0% | +0% | 61.7 |
| 135 | $AAPLCALL | Apple Inc. | $380,685 | — | -91% | 76.1 |
| 136 |  $FCX | FREEPORT-MCMORAN INC | $368,595 | 0.0% | +36% | 73.1 |
| 137 |  $PEP | PEPSICO INC | $367,132 | 0.0% | +18% | 62.7 |
| 138 | — | SCHWAB STRATEGIC TR | $361,978 | 0.0% | +2% | — |
| 139 | $FCXCALL | FREEPORT-MCMORAN INC | $352,680 | — | NEW | 73.1 |
| 140 | $PLTRCALL | Palantir Technologies Inc. | $351,072 | — | NEW | 85.8 |
| 141 |  $OKE | ONEOK INC /NEW/ | $350,214 | 0.0% | +11% | 72 |
| 142 | — | SPDR SERIES TRUST | $345,547 | 0.0% | +1% | — |
| 143 | — | VANECK ETF TRUST | $341,377 | 0.0% | +0% | — |
| 144 |  $IAU | ISHARES GOLD TRUST | $338,975 | 0.0% | -5% | — |
| 145 |  $GLD | SPDR GOLD TRUST | $335,303 | 0.0% | +15% | — |
| 146 | — | SPDR SERIES TRUST | $331,728 | 0.0% | -1% | — |
| 147 |  $BMY | BRISTOL MYERS SQUIBB CO | $330,144 | 0.0% | +34% | 70.1 |
| 148 |  $TRV | TRAVELERS COMPANIES, INC. | $326,579 | 0.0% | +13% | 71.5 |
| 149 |  $AWK | American Water Works Company, Inc. | $323,298 | 0.0% | +4% | 61.7 |
| 150 |  $SYK | STRYKER CORP | $320,223 | 0.0% | +38% | 69.8 |
| 151 | $CCALL | CITIGROUP INC | $317,548 | — | -50% | 54.8 |
| 152 |  $NBTB | NBT BANCORP INC | $310,372 | 0.0% | +45% | 34.6 |
| 153 | — | SELECT SECTOR SPDR TR | $307,854 | 0.0% | -8% | — |
| 154 |  $EIX | EDISON INTERNATIONAL | $307,588 | 0.0% | +15% | 70.7 |
| 155 |  $MCD | MCDONALDS CORP | $306,139 | 0.0% | +11% | 73.9 |
| 156 |  $WELL | WELLTOWER INC. | $301,413 | 0.0% | +12% | 75.7 |
| 157 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $296,506 | 0.0% | NEW | 75.1 |
| 158 |  $AMD | ADVANCED MICRO DEVICES INC | $291,108 | 0.0% | +3% | 78.8 |
| 159 |  $NBB | Nuveen Taxable Municipal Income Fund | $289,766 | 0.0% | +0% | — |
| 160 |  $KLIC | KULICKE & SOFFA INDUSTRIES INC | $289,396 | 0.0% | -6% | 39.8 |
| 161 | — | SCHWAB STRATEGIC TR | $283,438 | 0.0% | +3% | — |
| 162 | — | SPDR SERIES TRUST | $274,823 | 0.0% | -3% | — |
| 163 |  $DAL | DELTA AIR LINES, INC. | $271,449 | 0.0% | +16% | 64.4 |
| 164 | — | PIMCO ETF TR | $268,393 | 0.0% | -21% | — |
| 165 |  $CI | Cigna Group | $264,754 | 0.0% | +18% | 66.8 |
| 166 |  $USB | US BANCORP DE | $259,825 | 0.0% | +0% | 71.4 |
| 167 | — | SCHWAB STRATEGIC TR | $255,629 | 0.0% | +0% | — |
| 168 |  $ROKPUT | ROCKWELL AUTOMATION, INC | $251,216 | — | NEW | 68.2 |
| 169 |  $NET | Cloudflare, Inc. | $249,465 | 0.0% | +2% | 52.6 |
| 170 |  $RTX | RTX Corp | $247,655 | 0.0% | +10% | 70 |
| 171 | — | ISHARES TR | $246,028 | 0.0% | +0% | — |
| 172 |  $UPSPUT | UNITED PARCEL SERVICE INC | $245,950 | — | NEW | 58.2 |
| 173 |  $SNOW | Snowflake Inc. | $241,614 | 0.0% | NEW | 49.6 |
| 174 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $237,948 | 0.0% | +0% | — |
| 175 |  $SLV | iShares Silver Trust | $229,632 | 0.0% | -2% | — |
| 176 |  $LOW | LOWES COMPANIES INC | $227,730 | 0.0% | +7% | 63.5 |
| 177 | — | ISHARES TR | $227,715 | 0.0% | +0% | — |
| 178 | — | ISHARES TR | $227,203 | 0.0% | +0% | — |
| 179 |  $FSLY | Fastly, Inc. | $223,094 | 0.0% | NEW | 40.2 |
| 180 |  $TKOPUT | TKO Group Holdings, Inc. | $221,815 | — | NEW | 73.1 |
| 181 |  $BABA | Alibaba Group Holding Ltd | $220,935 | 0.0% | -4% | — |
| 182 |  $ACHR | Archer Aviation Inc. | $219,037 | 0.0% | +1% | 25 |
| 183 |  $TOLPUT | Toll Brothers, Inc. | $218,352 | — | NEW | 68.3 |
| 184 |  $RKLB | Rocket Lab Corp | $210,834 | 0.0% | NEW | 37.2 |
| 185 |  $DCO | DUCOMMUN INC /DE/ | $210,816 | 0.0% | NEW | 38.4 |
| 186 |  $CRM | Salesforce, Inc. | $210,279 | 0.0% | +6% | 75.2 |
| 187 |  $MTB | M&T BANK CORP | $209,147 | 0.0% | NEW | 64.1 |
| 188 | — | NUSHARES ETF TR | $209,070 | 0.0% | +10% | — |
| 189 |  $ISRG | INTUITIVE SURGICAL INC | $208,828 | 0.0% | +8% | 81.4 |
| 190 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $208,076 | 0.0% | NEW | 63.7 |
| 191 |  $GEHC | GE HealthCare Technologies Inc. | $206,779 | 0.0% | -1% | 58.2 |
| 192 |  $CAPR | CAPRICOR THERAPEUTICS, INC. | $203,102 | 0.0% | NEW | — |
| 193 |  $MUCALL | MICRON TECHNOLOGY INC | $202,704 | — | NEW | 88.4 |
| 194 |  $OKLO | Oklo Inc. | $202,278 | 0.0% | NEW | — |
| 195 |  $ABNBPUT | Airbnb, Inc. | $202,048 | — | NEW | 70.1 |
| 196 | $WFCPUT | WELLS FARGO & COMPANY/MN | $199,025 | — | NEW | — |
| 197 | $CRWDCALL | CrowdStrike Holdings, Inc. | $195,205 | — | NEW | 55 |
| 198 | $CRWVCALL | CoreWeave, Inc. | $193,675 | — | NEW | 46.5 |
| 199 |  $PINS | PINTEREST, INC. | $189,819 | 0.0% | +4% | 62 |
| 200 | $TSLACALL | Tesla, Inc. | $185,875 | — | NEW | 50.1 |
| 201 |  $HOOD | Robinhood Markets, Inc. | $185,308 | 0.0% | +30% | 75.8 |
| 202 |  $RFPUT | REGIONS FINANCIAL CORP | $182,840 | — | NEW | — |
| 203 |  $KEYPUT | KEYCORP /NEW/ | $180,450 | — | NEW | 70.4 |
| 204 | $KMBCALL | KIMBERLY CLARK CORP | $173,646 | — | -49% | 61.7 |
| 205 |  $ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $171,379 | 0.0% | +2% | — |
| 206 |  $RBKB | Rhinebeck Bancorp, Inc. | $154,200 | 0.0% | +0% | 57.1 |
| 207 |  $F | FORD MOTOR CO | $153,998 | 0.0% | +0% | 58.5 |
| 208 |  $APH | AMPHENOL CORP /DE/ | $151,607 | 0.0% | NEW | 80.5 |
| 209 | $INTCCALL | INTEL CORP | $150,042 | — | -83% | 41.5 |
| 210 | $NFLXCALL | NETFLIX INC | $144,225 | — | NEW | 86.7 |
| 211 | $MU | MICRON TECHNOLOGY INC | $106,788 | 0.0% | NEW | 88.4 |
| 212 | $ABNB | Airbnb, Inc. | $102,918 | 0.0% | NEW | 70.1 |
| 213 | $APHPUT | AMPHENOL CORP /DE/ | $101,080 | — | NEW | 80.5 |
| 214 |  $HYT | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | $96,103 | 0.0% | -2% | — |
| 215 | $RKLBCALL | Rocket Lab Corp | $89,908 | — | NEW | 37.2 |
| 216 | $HOODCALL | Robinhood Markets, Inc. | $83,160 | — | NEW | 75.8 |
| 217 |  $PCT | PureCycle Technologies, Inc. | $77,876 | 0.0% | +0% | 26.6 |
| 218 | $KEY | KEYCORP /NEW/ | $70,020 | 0.0% | NEW | 70.4 |
| 219 |  $EOSE | Eos Energy Enterprises, Inc. | $65,809 | 0.0% | +0% | 29.2 |
| 220 |  $CRIS | CURIS INC | $60,064 | 0.0% | +83% | — |
| 221 | $RF | REGIONS FINANCIAL CORP | $52,240 | 0.0% | NEW | — |
| 222 |  $SOTK | SONO TEK CORP | $52,191 | 0.0% | -4% | 35.9 |
| 223 | $TERCALL | TERADYNE, INC | $29,646 | — | NEW | 74.6 |
| 224 | $TERPUT | TERADYNE, INC | $29,646 | — | NEW | 74.6 |
| 225 | $UPS | UNITED PARCEL SERVICE INC | $28,955 | 0.0% | NEW | 58.2 |
| 226 | $TOL | Toll Brothers, Inc. | $6,414 | 0.0% | NEW | 68.3 |
| 227 | $TKO | TKO Group Holdings, Inc. | $3,831 | 0.0% | NEW | 73.1 |
| 228 | $ROK | ROCKWELL AUTOMATION, INC | $718 | 0.0% | NEW | 68.2 |
New Positions (52)
$MYN BLACKROCK MUNIYIELD NEW YORK QUALITY FUND, INC.$1.8M$BA BOEING CO$761,489$BACALL BOEING CO$716,508$QQQCALL INVESCO QQQ TRUST, SERIES 1$692,616$SAN Banco Santander, S.A.$665,362 VANGUARD TAX-MANAGED FDS$614,993
$LIN LINDE PLC$614,976$MRVL Marvell Technology, Inc.$608,418$GLW CORNING INC /NY$584,378$PANW Palo Alto Networks Inc$565,930 NUVEEN S&P 500 DYNAMIC OVERW$563,591
$PLD Prologis, Inc.$509,256$ANET Arista Networks, Inc.$407,998$CRWD CrowdStrike Holdings, Inc.$395,485$FCXCALL FREEPORT-MCMORAN INC$352,680Exited Positions (39)
$PFECALL PFIZER INC
$BNY BLACKROCK NEW YORK MUNICIPAL INCOME TRUST$GOOGCALL Alphabet Inc.$JPMCALL JPMORGAN CHASE & CO
$WYNNCALL WYNN RESORTS LTD
$MHN BLACKROCK MUNIHOLDINGS NEW YORK QUALITY FUND, INC. NUVEEN S&P 500 BUY-WRITE INC
$NKECALL NIKE, Inc. DIMENSIONAL ETF TRUST
$NEECALL NEXTERA ENERGY INC
$QCOMCALL QUALCOMM INC/DE
$WPC W. P. Carey Inc.
$MAIN Main Street Capital CORP SPDR DOW JONES INDL AVERAGE
$FSLRCALL FIRST SOLAR, INC.Browse Top Institutional Investors
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