Finer Wealth Management
Latest statistics and disclosures from Finer Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, LLY, NVDA, AMZN, and represent 35.59% of Finer Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: MSTR (+$6.5M), GBTC, SCHA, LQD, LAES, WKEY, SCHG, MSFT, Grayscale Bitcoin Mini Trust Etf, IBIT.
- Started 7 new stock positions in LAES, MSTR, Grayscale Bitcoin Mini Trust Etf, IBIT, LQD, WKEY, WFC.
- Reduced shares in these 10 stocks: SHY, LLY, BMY, , PFF, VZ, NVDA, BAC, Grayscale Bitcoin Mini Trust BTC, TMO.
- Sold out of its positions in ABBV, Grayscale Ethereum Mini Tr E, Grayscale Bitcoin Mini Trust BTC, SHY.
- Finer Wealth Management was a net buyer of stock by $11M.
- Finer Wealth Management has $175M in assets under management (AUM), dropping by 7.67%.
- Central Index Key (CIK): 0001929071
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Portfolio Holdings for Finer Wealth Management
Finer Wealth Management holds 82 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 9.9 | $17M | 69k | 250.42 |
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| Microsoft Corporation (MSFT) | 7.1 | $12M | +2% | 30k | 421.49 |
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| Eli Lilly & Co. (LLY) | 6.9 | $12M | -2% | 16k | 771.99 |
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| NVIDIA Corporation (NVDA) | 6.2 | $11M | 80k | 134.29 |
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| Amazon (AMZN) | 5.6 | $9.7M | 44k | 219.39 |
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| Meta Platforms Cl A (META) | 4.6 | $8.0M | 14k | 585.49 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $6.9M | +2% | 37k | 189.30 |
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| Microstrategy Cl A New (MSTR) | 3.7 | $6.5M | NEW | 23k | 289.62 |
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| JPMorgan Chase & Co. (JPM) | 2.8 | $4.9M | +2% | 20k | 239.71 |
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| Wal-Mart Stores (WMT) | 2.5 | $4.3M | 48k | 90.35 |
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| Merck & Co (MRK) | 2.4 | $4.2M | 42k | 99.48 |
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| salesforce (CRM) | 2.3 | $4.0M | 12k | 334.33 |
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| Procter & Gamble Company (PG) | 2.3 | $4.0M | 24k | 167.65 |
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| Caterpillar (CAT) | 2.0 | $3.4M | 9.4k | 362.76 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 1.9 | $3.4M | +7% | 173k | 19.59 |
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| Exxon Mobil Corporation (XOM) | 1.5 | $2.7M | 25k | 107.57 |
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| McDonald's Corporation (MCD) | 1.5 | $2.6M | +4% | 8.9k | 289.90 |
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| Pepsi (PEP) | 1.4 | $2.4M | 16k | 152.06 |
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| Advanced Micro Devices (AMD) | 1.4 | $2.4M | +2% | 20k | 120.79 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.4 | $2.4M | 12k | 197.49 |
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| Intel Corporation (INTC) | 1.4 | $2.4M | 118k | 20.05 |
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| At&t (T) | 1.3 | $2.3M | 101k | 22.77 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 1.3 | $2.3M | +105% | 31k | 74.02 |
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| Chevron Corporation (CVX) | 1.3 | $2.2M | 16k | 144.84 |
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| Charles Schwab Corporation (SCHW) | 1.2 | $2.2M | +6% | 29k | 74.01 |
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| Verizon Communications (VZ) | 1.2 | $2.1M | -6% | 52k | 39.99 |
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| Coca-Cola Company (KO) | 1.0 | $1.7M | 27k | 62.26 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.9 | $1.6M | +3% | 31k | 51.44 |
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| Lockheed Martin Corporation (LMT) | 0.9 | $1.5M | +8% | 3.2k | 485.88 |
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| Tesla Motors (TSLA) | 0.9 | $1.5M | 3.7k | 403.78 |
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| Kraft Heinz (KHC) | 0.7 | $1.2M | 40k | 30.71 |
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| Thermo Fisher Scientific (TMO) | 0.7 | $1.2M | -5% | 2.2k | 520.30 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $1.2M | +18% | 4.8k | 242.13 |
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| Ishares Tr Ishares Biotech (IBB) | 0.6 | $1.1M | +15% | 8.6k | 132.21 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.6 | $1.1M | +140% | 43k | 25.86 |
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| Altria (MO) | 0.6 | $1.1M | 21k | 52.29 |
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| Texas Instruments Incorporated (TXN) | 0.6 | $1.1M | +4% | 5.8k | 187.51 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.1M | 5.6k | 190.45 |
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| Cisco Systems (CSCO) | 0.6 | $970k | 16k | 59.20 |
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| Bank of America Corporation (BAC) | 0.6 | $967k | -9% | 22k | 43.95 |
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| Bristol Myers Squibb (BMY) | 0.5 | $897k | -18% | 16k | 56.56 |
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| Broadcom (AVGO) | 0.5 | $847k | 3.7k | 231.84 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $823k | 1.4k | 586.19 |
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| Xcel Energy (XEL) | 0.4 | $739k | 11k | 67.52 |
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| Johnson & Johnson (JNJ) | 0.4 | $704k | -4% | 4.9k | 144.62 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $691k | -6% | 6.0k | 115.72 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.4 | $688k | 25k | 28.02 |
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| Air Products & Chemicals (APD) | 0.4 | $659k | -3% | 2.3k | 290.06 |
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| Deere & Company (DE) | 0.4 | $646k | -4% | 1.5k | 423.63 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $628k | NEW | 5.9k | 106.84 |
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| Sealsq Corp Ord Shs (LAES) | 0.4 | $615k | NEW | 100k | 6.15 |
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| CMS Energy Corporation (CMS) | 0.3 | $600k | 9.0k | 66.65 |
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| Kimberly-Clark Corporation (KMB) | 0.3 | $596k | 4.5k | 131.04 |
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| British Amern Tob Sponsored Adr (BTI) | 0.3 | $577k | 16k | 36.32 |
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| Goldman Sachs (GS) | 0.3 | $566k | -7% | 989.00 | 572.67 |
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| Home Depot (HD) | 0.3 | $560k | 1.4k | 389.00 |
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| Eversource Energy (ES) | 0.3 | $500k | 8.7k | 57.43 |
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| Eastern Bankshares (EBC) | 0.3 | $458k | -5% | 27k | 17.25 |
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| Wisekey International Hlds L Spon Adr (WKEY) | 0.3 | $448k | NEW | 50k | 9.05 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $436k | -10% | 740.00 | 588.68 |
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| Netflix (NFLX) | 0.2 | $431k | 483.00 | 892.21 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $417k | -26% | 13k | 31.44 |
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| Walt Disney Company (DIS) | 0.2 | $416k | -9% | 3.7k | 111.36 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $409k | +286% | 15k | 27.87 |
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| Pfizer (PFE) | 0.2 | $399k | -7% | 15k | 26.53 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $398k | -8% | 763.00 | 521.96 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $392k | 2.0k | 195.83 |
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| Visa Com Cl A (V) | 0.2 | $359k | -12% | 1.1k | 316.04 |
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| CenterPoint Energy (CNP) | 0.2 | $351k | 11k | 31.73 |
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| United Sts Oil Units (USO) | 0.2 | $347k | 4.6k | 75.55 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $345k | +189% | 13k | 27.32 |
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| Enterprise Products Partners (EPD) | 0.2 | $342k | -13% | 11k | 31.36 |
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| Royal Caribbean Cruises (RCL) | 0.2 | $304k | 1.3k | 230.69 |
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| Ford Motor Company (F) | 0.2 | $272k | -3% | 27k | 9.90 |
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| Grayscale Bitcoin Mini Tr Et Shs New | 0.1 | $255k | NEW | 6.1k | 41.87 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $252k | NEW | 4.8k | 53.05 |
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| Suncoke Energy (SXC) | 0.1 | $239k | 22k | 10.70 |
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| Wells Fargo & Company (WFC) | 0.1 | $238k | NEW | 3.4k | 70.24 |
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| Micron Technology (MU) | 0.1 | $232k | 2.8k | 84.15 |
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| Southern Company (SO) | 0.1 | $231k | 2.8k | 82.32 |
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| International Business Machines (IBM) | 0.1 | $223k | 1.0k | 219.83 |
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| Tilray (TLRY) | 0.0 | $20k | 15k | 1.33 |
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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 Q4 filed Feb. 13, 2025
- Finer Wealth Management 2024 Q3 filed Nov. 14, 2024
- Finer Wealth Management 2024 Q2 filed Aug. 13, 2024
- 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