Finer Wealth Management

Finer Wealth Management as of Dec. 31, 2021

Portfolio Holdings for Finer Wealth Management

Finer Wealth Management holds 76 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.6 $12M 65k 177.58
Microsoft Corporation (MSFT) 7.3 $8.8M 26k 336.32
Eli Lilly & Co. (LLY) 4.6 $5.5M 20k 276.23
Amazon (AMZN) 3.8 $4.6M 1.7k 2740.65
Alphabet Cap Stk Cl A (GOOGL) 3.7 $4.5M 1.5k 2897.22
Pfizer (PFE) 3.5 $4.2M 72k 59.06
Meta Platforms Cl A (META) 3.1 $3.7M 11k 336.36
Procter & Gamble Company (PG) 3.0 $3.6M 22k 163.57
Merck & Co (MRK) 2.6 $3.2M 41k 76.65
Verizon Communications (VZ) 2.5 $3.0M 57k 51.96
Bristol Myers Squibb (BMY) 2.4 $2.9M 47k 62.34
salesforce (CRM) 2.3 $2.8M 11k 254.09
Intel Corporation (INTC) 2.2 $2.7M 52k 51.50
Johnson & Johnson (JNJ) 2.1 $2.6M 15k 171.08
Thermo Fisher Scientific (TMO) 2.1 $2.6M 3.9k 667.10
At&t (T) 2.0 $2.4M 98k 24.60
Pepsi (PEP) 2.0 $2.4M 14k 173.71
Ishares Tr Pfd And Incm Sec (PFF) 1.9 $2.3M 59k 39.43
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.8 $2.2M 26k 85.63
Air Products & Chemicals (APD) 1.6 $2.0M 6.5k 304.29
Wal-Mart Stores (WMT) 1.6 $2.0M 14k 144.66
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.5 $1.8M 14k 132.49
Caterpillar (CAT) 1.4 $1.7M 8.4k 206.72
Chevron Corporation (CVX) 1.3 $1.6M 13k 117.39
Deere & Company (DE) 1.2 $1.4M 4.2k 342.96
Walt Disney Company (DIS) 1.2 $1.4M 9.3k 154.90
Visa Com Cl A (V) 1.2 $1.4M 6.5k 216.67
Spdr Gold Tr Gold Shs (GLD) 1.1 $1.4M 8.0k 170.94
Eversource Energy (ES) 1.1 $1.3M 15k 90.95
NVIDIA Corporation (NVDA) 1.1 $1.3M 4.4k 294.08
JPMorgan Chase & Co. (JPM) 1.0 $1.3M 7.9k 158.34
Tesla Motors (TSLA) 1.0 $1.2M 1.1k 1057.17
Exxon Mobil Corporation (XOM) 1.0 $1.2M 20k 61.20
Cisco Systems (CSCO) 1.0 $1.2M 19k 63.36
Kimberly-Clark Corporation (KMB) 1.0 $1.2M 8.2k 142.89
Kraft Heinz (KHC) 0.9 $1.1M 30k 35.89
McDonald's Corporation (MCD) 0.9 $1.1M 4.0k 268.05
Paypal Holdings (PYPL) 0.8 $1.0M 5.4k 188.67
Ford Motor Company (F) 0.7 $897k 43k 20.76
Xcel Energy (XEL) 0.7 $863k 13k 67.69
Alphabet Cap Stk Cl C (GOOG) 0.7 $851k 294.00 2894.56
Home Depot (HD) 0.7 $839k 2.0k 415.14
CMS Energy Corporation (CMS) 0.7 $837k 13k 65.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $767k 1.6k 474.63
Raytheon Technologies Corp (RTX) 0.6 $736k 8.6k 86.07
Boeing Company (BA) 0.6 $720k 3.6k 201.46
Blackrock Munivest Fund II (MVT) 0.5 $643k 41k 15.86
Coca-Cola Company (KO) 0.5 $626k 11k 59.23
Bank of America Corporation (BAC) 0.5 $572k 13k 44.51
American Electric Power Company (AEP) 0.5 $567k 6.4k 89.04
CenterPoint Energy (CNP) 0.5 $558k 20k 27.90
Ishares Tr Russell 2000 Etf (IWM) 0.4 $492k 2.2k 222.62
Udr (UDR) 0.4 $484k 8.1k 60.02
Netflix (NFLX) 0.4 $483k 802.00 602.24
Micron Technology (MU) 0.4 $442k 4.8k 93.05
Ishares Tr Core S&p500 Etf (IVV) 0.4 $438k 918.00 477.12
Spdr Ser Tr S&p Homebuild (XHB) 0.4 $429k 5.0k 85.80
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $429k 5.3k 80.82
Altria (MO) 0.4 $425k 9.0k 47.44
CVS Caremark Corporation (CVS) 0.3 $411k 4.0k 103.11
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $410k 8.1k 50.84
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $401k 2.3k 171.88
Delta Air Lines Inc Del Com New (DAL) 0.3 $391k 10k 39.06
United Sts Oil Units (USO) 0.3 $386k 7.1k 54.32
Eastern Bankshares (EBC) 0.3 $368k 18k 20.16
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $362k 2.1k 170.67
Intuitive Surgical Com New (ISRG) 0.3 $349k 972.00 359.05
Invesco Db Multi-sector Comm Oil Fd (DBO) 0.3 $311k 23k 13.53
Dow (DOW) 0.3 $308k 5.4k 56.71
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $289k 2.4k 120.17
Bausch Health Companies (BHC) 0.2 $276k 10k 27.60
Enterprise Products Partners (EPD) 0.2 $270k 12k 22.00
Goldman Sachs (GS) 0.2 $257k 671.00 383.01
Ethan Allen Interiors (ETD) 0.2 $213k 8.1k 26.25
Gilead Sciences (GILD) 0.2 $200k 2.8k 72.54
Hive Blockchain Technologies Ord 0.1 $116k 44k 2.64