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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Portfolio 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 | |
|---|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 8.6 | $13M | -6% | 17k | 777.96 |
|
| Microsoft Corporation (MSFT) | 7.7 | $12M | +2% | 28k | 420.72 |
|
| Apple (AAPL) | 7.7 | $12M | +2% | 68k | 171.48 |
|
| Amazon (AMZN) | 5.3 | $8.1M | +8% | 45k | 180.38 |
|
| NVIDIA Corporation (NVDA) | 4.4 | $6.8M | 7.5k | 903.51 |
|
|
| Meta Platforms Cl A (META) | 4.3 | $6.6M | +6% | 14k | 485.58 |
|
| 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 |
|
| JPMorgan Chase & Co. (JPM) | 2.8 | $4.3M | +17% | 21k | 200.30 |
|
| Procter & Gamble Company (PG) | 2.6 | $4.0M | +3% | 25k | 162.25 |
|
| Caterpillar (CAT) | 2.4 | $3.7M | +4% | 10k | 366.41 |
|
| salesforce (CRM) | 2.4 | $3.7M | +9% | 12k | 301.18 |
|
| Intel Corporation (INTC) | 2.2 | $3.3M | +4% | 74k | 44.17 |
|
| Exxon Mobil Corporation (XOM) | 2.0 | $3.1M | -3% | 27k | 116.24 |
|
| Wal-Mart Stores (WMT) | 1.9 | $3.0M | +214% | 49k | 60.17 |
|
| Advanced Micro Devices (AMD) | 1.9 | $2.9M | +43% | 16k | 180.49 |
|
| Pepsi (PEP) | 1.8 | $2.7M | +4% | 16k | 175.01 |
|
| Chevron Corporation (CVX) | 1.6 | $2.4M | -3% | 16k | 157.74 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.6 | $2.4M | +70% | 154k | 15.73 |
|
| Verizon Communications (VZ) | 1.5 | $2.3M | -11% | 55k | 41.96 |
|
| Bristol Myers Squibb (BMY) | 1.5 | $2.3M | -25% | 42k | 54.23 |
|
| McDonald's Corporation (MCD) | 1.5 | $2.3M | +13% | 8.0k | 281.96 |
|
| At&t (T) | 1.5 | $2.2M | -10% | 127k | 17.60 |
|
| Bank of America Corporation (BAC) | 1.2 | $1.8M | -19% | 48k | 37.92 |
|
| Pfizer (PFE) | 1.1 | $1.7M | -29% | 61k | 27.75 |
|
| Kraft Heinz (KHC) | 1.1 | $1.6M | +4% | 44k | 36.90 |
|
| Charles Schwab Corporation (SCHW) | 1.0 | $1.6M | +150% | 22k | 72.34 |
|
| 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 |
|
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 1.0 | $1.5M | +26% | 26k | 60.29 |
|
| Johnson & Johnson (JNJ) | 0.9 | $1.4M | -32% | 8.8k | 158.20 |
|
| Deere & Company (DE) | 0.8 | $1.2M | -37% | 3.0k | 410.80 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.8 | $1.2M | -28% | 38k | 32.23 |
|
| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.8 | $1.2M | NEW | 19k | 63.17 |
|
| Lockheed Martin Corporation (LMT) | 0.7 | $1.1M | +131% | 2.3k | 454.85 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $972k | -13% | 4.7k | 205.72 |
|
| 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 |
|
| 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 |
|
| Visa Com Cl A (V) | 0.4 | $660k | -50% | 2.4k | 279.13 |
|
| Walt Disney Company (DIS) | 0.4 | $651k | -32% | 5.3k | 122.37 |
|
| Tesla Motors (TSLA) | 0.4 | $646k | 3.7k | 175.77 |
|
|
| Home Depot (HD) | 0.4 | $621k | -4% | 1.6k | 383.57 |
|
| Coca-Cola Company (KO) | 0.4 | $618k | 10k | 61.18 |
|
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| Eversource Energy (ES) | 0.4 | $617k | 10k | 59.77 |
|
|
| Raytheon Technologies Corp (RTX) | 0.4 | $616k | -8% | 6.3k | 97.54 |
|
| CMS Energy Corporation (CMS) | 0.4 | $612k | 10k | 60.34 |
|
|
| Broadcom (AVGO) | 0.3 | $488k | 368.00 | 1325.41 |
|
|
| 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 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $350k | -8% | 4.3k | 80.63 |
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $334k | -8% | 837.00 | 399.09 |
|
| Micron Technology (MU) | 0.2 | $326k | -17% | 2.8k | 117.91 |
|
| 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 |
|
| 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 |
|
| 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