Finer Wealth Management
Latest statistics and disclosures from Finer Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LLY, MSFT, AAPL, AMZN, NVDA, and represent 33.73% of Finer Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: WMT, GBTC, ET, SCHW, AMD, JPM, AMZN, LMT, TXN, META.
- Started 4 new stock positions in NFLX, GBTC, IBB, SCHA.
- Reduced shares in these 10 stocks: LLY, DE, BMY, PFE, V, JNJ, PFF, APD, BAC, BA.
- Sold out of its positions in AEP, BA, LQD, SHY, PYPL, WBA, BIP.
- Finer Wealth Management was a net buyer of stock by $1.7M.
- Finer Wealth Management has $152M in assets under management (AUM), dropping by 21.78%.
- Central Index Key (CIK): 0001929071
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Download as csv Download as ExcelPortfolio Holdings for Finer Wealth Management
Finer Wealth Management holds 77 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Eli Lilly & Co. (LLY) | 8.6 | $13M | -6% | 17k | 777.96 |
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Microsoft Corporation (MSFT) | 7.7 | $12M | +2% | 28k | 420.72 |
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Apple (AAPL) | 7.7 | $12M | +2% | 68k | 171.48 |
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Amazon (AMZN) | 5.3 | $8.1M | +8% | 45k | 180.38 |
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NVIDIA Corporation (NVDA) | 4.4 | $6.8M | 7.5k | 903.51 |
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Meta Platforms Cl A (META) | 4.3 | $6.6M | +6% | 14k | 485.58 |
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Merck & Co (MRK) | 3.9 | $5.9M | 45k | 131.95 |
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Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $5.5M | +5% | 36k | 150.93 |
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JPMorgan Chase & Co. (JPM) | 2.8 | $4.3M | +17% | 21k | 200.30 |
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Procter & Gamble Company (PG) | 2.6 | $4.0M | +3% | 25k | 162.25 |
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Caterpillar (CAT) | 2.4 | $3.7M | +4% | 10k | 366.41 |
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salesforce (CRM) | 2.4 | $3.7M | +9% | 12k | 301.18 |
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Intel Corporation (INTC) | 2.2 | $3.3M | +4% | 74k | 44.17 |
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Exxon Mobil Corporation (XOM) | 2.0 | $3.1M | -3% | 27k | 116.24 |
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Wal-Mart Stores (WMT) | 1.9 | $3.0M | +214% | 49k | 60.17 |
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Advanced Micro Devices (AMD) | 1.9 | $2.9M | +43% | 16k | 180.49 |
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Pepsi (PEP) | 1.8 | $2.7M | +4% | 16k | 175.01 |
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Chevron Corporation (CVX) | 1.6 | $2.4M | -3% | 16k | 157.74 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 1.6 | $2.4M | +70% | 154k | 15.73 |
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Verizon Communications (VZ) | 1.5 | $2.3M | -11% | 55k | 41.96 |
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Bristol Myers Squibb (BMY) | 1.5 | $2.3M | -25% | 42k | 54.23 |
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McDonald's Corporation (MCD) | 1.5 | $2.3M | +13% | 8.0k | 281.96 |
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At&t (T) | 1.5 | $2.2M | -10% | 127k | 17.60 |
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Bank of America Corporation (BAC) | 1.2 | $1.8M | -19% | 48k | 37.92 |
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Pfizer (PFE) | 1.1 | $1.7M | -29% | 61k | 27.75 |
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Kraft Heinz (KHC) | 1.1 | $1.6M | +4% | 44k | 36.90 |
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Charles Schwab Corporation (SCHW) | 1.0 | $1.6M | +150% | 22k | 72.34 |
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Thermo Fisher Scientific (TMO) | 1.0 | $1.6M | -14% | 2.7k | 581.31 |
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.0 | $1.6M | +30% | 11k | 136.05 |
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Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 1.0 | $1.5M | +26% | 26k | 60.29 |
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Johnson & Johnson (JNJ) | 0.9 | $1.4M | -32% | 8.8k | 158.20 |
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Deere & Company (DE) | 0.8 | $1.2M | -37% | 3.0k | 410.80 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.8 | $1.2M | -28% | 38k | 32.23 |
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Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.8 | $1.2M | NEW | 19k | 63.17 |
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Lockheed Martin Corporation (LMT) | 0.7 | $1.1M | +131% | 2.3k | 454.85 |
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Spdr Gold Tr Gold Shs (GLD) | 0.6 | $972k | -13% | 4.7k | 205.72 |
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Cisco Systems (CSCO) | 0.6 | $900k | 18k | 49.91 |
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Air Products & Chemicals (APD) | 0.6 | $852k | -36% | 3.5k | 242.25 |
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Alphabet Cap Stk Cl C (GOOG) | 0.6 | $845k | +3% | 5.6k | 152.25 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $780k | +9% | 1.5k | 523.07 |
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Texas Instruments Incorporated (TXN) | 0.5 | $743k | +166% | 4.3k | 174.22 |
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Goldman Sachs (GS) | 0.5 | $714k | -29% | 1.7k | 417.72 |
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Xcel Energy (XEL) | 0.5 | $685k | 13k | 53.75 |
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Altria (MO) | 0.4 | $678k | -12% | 16k | 43.62 |
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Kimberly-Clark Corporation (KMB) | 0.4 | $662k | -17% | 5.1k | 129.36 |
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Visa Com Cl A (V) | 0.4 | $660k | -50% | 2.4k | 279.13 |
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Walt Disney Company (DIS) | 0.4 | $651k | -32% | 5.3k | 122.37 |
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Tesla Motors (TSLA) | 0.4 | $646k | 3.7k | 175.77 |
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Home Depot (HD) | 0.4 | $621k | -4% | 1.6k | 383.57 |
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Coca-Cola Company (KO) | 0.4 | $618k | 10k | 61.18 |
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Eversource Energy (ES) | 0.4 | $617k | 10k | 59.77 |
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Raytheon Technologies Corp (RTX) | 0.4 | $616k | -8% | 6.3k | 97.54 |
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CMS Energy Corporation (CMS) | 0.4 | $612k | 10k | 60.34 |
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Broadcom (AVGO) | 0.3 | $488k | 368.00 | 1325.41 |
|
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International Business Machines (IBM) | 0.3 | $483k | 2.5k | 190.98 |
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Enterprise Products Partners (EPD) | 0.3 | $451k | -41% | 16k | 29.18 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $448k | -11% | 853.00 | 525.73 |
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CenterPoint Energy (CNP) | 0.3 | $429k | 15k | 28.49 |
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Ford Motor Company (F) | 0.3 | $389k | -4% | 29k | 13.28 |
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United Sts Oil Units (USO) | 0.3 | $388k | -33% | 4.9k | 78.73 |
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Eastern Bankshares (EBC) | 0.3 | $385k | -11% | 28k | 13.78 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $380k | 2.1k | 182.61 |
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $367k | -9% | 4.0k | 92.72 |
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Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $350k | -8% | 4.3k | 80.63 |
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Intuitive Surgical Com New (ISRG) | 0.2 | $334k | -8% | 837.00 | 399.09 |
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Micron Technology (MU) | 0.2 | $326k | -17% | 2.8k | 117.91 |
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Udr (UDR) | 0.2 | $302k | 8.1k | 37.41 |
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Ishares Tr Ishares Biotech (IBB) | 0.2 | $295k | NEW | 2.1k | 137.22 |
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Netflix (NFLX) | 0.2 | $294k | NEW | 483.00 | 607.87 |
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $290k | NEW | 5.9k | 49.24 |
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Franklin Resources (BEN) | 0.2 | $284k | 10k | 28.11 |
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British Amern Tob Sponsored Adr (BTI) | 0.2 | $277k | 9.1k | 30.50 |
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Suncoke Energy (SXC) | 0.2 | $251k | 22k | 11.27 |
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Wells Fargo & Company (WFC) | 0.1 | $208k | -38% | 3.6k | 57.96 |
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Philip Morris International (PM) | 0.1 | $206k | 2.2k | 91.62 |
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Dow (DOW) | 0.1 | $203k | -13% | 3.5k | 57.93 |
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Southern Company (SO) | 0.1 | $201k | -17% | 2.8k | 71.74 |
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Past Filings by Finer Wealth Management
SEC 13F filings are viewable for Finer Wealth Management going back to 2021
- Finer Wealth Management 2024 Q1 filed April 26, 2024
- Finer Wealth Management 2023 Q3 filed Nov. 14, 2023
- Finer Wealth Management 2023 Q2 filed Aug. 14, 2023
- Finer Wealth Management 2023 Q1 filed May 9, 2023
- Finer Wealth Management 2022 Q4 filed Feb. 13, 2023
- Finer Wealth Management 2022 Q3 filed Nov. 14, 2022
- Finer Wealth Management 2022 Q2 filed Aug. 10, 2022
- Finer Wealth Management 2022 Q1 filed June 6, 2022
- Finer Wealth Management 2021 Q4 filed June 1, 2022