Finer Wealth Management
Latest statistics and disclosures from Finer Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, LLY, META, and represent 34.72% of Finer Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: PLTR, IBIT, TSLA, ETH, ABBV, PFE, AAPL, AMD, MCD, ETHE.
- Started 3 new stock positions in ETH, ABBV, PFE.
- Reduced shares in these 10 stocks: EBC, , BMY, KHC, KMB, SCHA, ET, LLY, APD, DDC.
- Sold out of its positions in EBC, DDC, RCL.
- Finer Wealth Management was a net buyer of stock by $119k.
- Finer Wealth Management has $201M in assets under management (AUM), dropping by 7.28%.
- Central Index Key (CIK): 0001929071
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Portfolio Holdings for Finer Wealth Management
Finer Wealth Management holds 86 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.7 | $17M | 68k | 254.63 |
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| NVIDIA Corporation (NVDA) | 7.9 | $16M | 86k | 186.58 |
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| Microsoft Corporation (MSFT) | 7.6 | $15M | 30k | 517.95 |
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| Eli Lilly & Co. (LLY) | 5.5 | $11M | 14k | 763.02 |
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| Meta Platforms Cl A (META) | 5.0 | $10M | 14k | 734.37 |
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| Amazon (AMZN) | 4.8 | $9.7M | 44k | 219.57 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $8.9M | 37k | 243.10 |
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| Strategy Cl A New (MSTR) | 3.6 | $7.2M | 22k | 322.21 |
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| JPMorgan Chase & Co. (JPM) | 3.3 | $6.7M | 21k | 315.43 |
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| Wal-Mart Stores (WMT) | 2.5 | $5.0M | 49k | 103.06 |
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| Caterpillar (CAT) | 2.4 | $4.8M | 10k | 477.15 |
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| Procter & Gamble Company (PG) | 1.9 | $3.9M | 25k | 153.65 |
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| Merck & Co (MRK) | 1.8 | $3.7M | +2% | 44k | 83.93 |
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| At&t (T) | 1.8 | $3.7M | -2% | 129k | 28.24 |
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| Advanced Micro Devices (AMD) | 1.8 | $3.7M | +3% | 23k | 161.79 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.6 | $3.2M | 12k | 279.29 |
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| Verizon Communications (VZ) | 1.5 | $3.1M | -2% | 70k | 43.95 |
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| Charles Schwab Corporation (SCHW) | 1.5 | $3.1M | 32k | 95.47 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 1.5 | $3.0M | -4% | 177k | 17.16 |
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| McDonald's Corporation (MCD) | 1.5 | $3.0M | +3% | 10k | 303.88 |
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| salesforce (CRM) | 1.5 | $3.0M | +2% | 13k | 237.00 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.4 | $2.9M | +12% | 45k | 65.00 |
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| Exxon Mobil Corporation (XOM) | 1.4 | $2.8M | 25k | 112.75 |
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| Tesla Motors (TSLA) | 1.4 | $2.7M | +11% | 6.1k | 444.68 |
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| Palantir Technologies Cl A (PLTR) | 1.3 | $2.6M | +27% | 14k | 182.42 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 1.3 | $2.6M | 29k | 89.77 |
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| Pepsi (PEP) | 1.3 | $2.5M | +2% | 18k | 140.44 |
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| Chevron Corporation (CVX) | 1.2 | $2.4M | 16k | 155.29 |
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| Lockheed Martin Corporation (LMT) | 0.9 | $1.8M | 3.7k | 499.17 |
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| Coca-Cola Company (KO) | 0.9 | $1.8M | 27k | 66.32 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.8 | $1.6M | 1.7k | 968.09 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.8 | $1.5M | -6% | 31k | 50.01 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.4M | 5.7k | 243.56 |
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| Altria (MO) | 0.7 | $1.4M | -3% | 21k | 66.06 |
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| Ishares Tr Ishares Biotech (IBB) | 0.7 | $1.4M | +2% | 9.4k | 144.37 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $1.3M | +3% | 3.6k | 355.47 |
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| Broadcom (AVGO) | 0.6 | $1.2M | 3.7k | 329.88 |
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| Cisco Systems (CSCO) | 0.5 | $1.1M | 16k | 68.42 |
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| Raytheon Technologies Corp (RTX) | 0.5 | $947k | -2% | 5.7k | 167.33 |
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| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.5 | $942k | +12% | 28k | 34.27 |
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| Kraft Heinz (KHC) | 0.5 | $909k | -15% | 35k | 26.04 |
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| Bank of America Corporation (BAC) | 0.4 | $888k | -10% | 17k | 51.59 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $883k | -9% | 4.8k | 183.71 |
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| Xcel Energy (XEL) | 0.4 | $883k | 11k | 80.65 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $844k | 1.3k | 665.91 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $836k | -14% | 30k | 27.90 |
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| British Amern Tob Sponsored Adr (BTI) | 0.4 | $827k | 16k | 53.08 |
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| Johnson & Johnson (JNJ) | 0.4 | $765k | -8% | 4.1k | 185.42 |
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| CMS Energy Corporation (CMS) | 0.3 | $659k | 9.0k | 73.26 |
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| Goldman Sachs (GS) | 0.3 | $638k | 801.00 | 796.84 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $627k | -2% | 5.6k | 111.47 |
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| Eversource Energy (ES) | 0.3 | $618k | 8.7k | 71.14 |
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| Deere & Company (DE) | 0.3 | $569k | -5% | 1.2k | 457.31 |
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| Netflix (NFLX) | 0.3 | $554k | 462.00 | 1199.75 |
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| Home Depot (HD) | 0.3 | $533k | 1.3k | 405.23 |
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| Intel Corporation (INTC) | 0.3 | $531k | -13% | 16k | 33.55 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $464k | 693.00 | 669.31 |
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| Micron Technology (MU) | 0.2 | $462k | 2.8k | 167.33 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $432k | 2.0k | 215.79 |
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| CenterPoint Energy (CNP) | 0.2 | $429k | 11k | 38.80 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $406k | -6% | 13k | 31.91 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $390k | -28% | 3.1k | 124.34 |
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| Sealsq Corp Ord Shs (LAES) | 0.2 | $374k | 100k | 3.74 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.2 | $360k | +24% | 7.1k | 50.63 |
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| UnitedHealth (UNH) | 0.2 | $360k | +34% | 1.0k | 345.30 |
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| Walt Disney Company (DIS) | 0.2 | $325k | 2.8k | 114.50 |
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| Enterprise Products Partners (EPD) | 0.2 | $319k | 10k | 31.27 |
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| Wisekey International Hlds L Spon Adr (WKEY) | 0.2 | $315k | 50k | 6.36 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $310k | -8% | 692.00 | 447.23 |
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| Bristol Myers Squibb (BMY) | 0.1 | $289k | -41% | 6.4k | 45.10 |
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| Visa Com Cl A (V) | 0.1 | $288k | -7% | 843.00 | 341.38 |
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| International Business Machines (IBM) | 0.1 | $283k | 1.0k | 282.16 |
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| Air Products & Chemicals (APD) | 0.1 | $282k | -28% | 1.0k | 272.75 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $273k | -8% | 8.6k | 31.62 |
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| Wells Fargo & Company (WFC) | 0.1 | $271k | 3.2k | 83.82 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $269k | -9% | 9.8k | 27.30 |
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| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.1 | $263k | NEW | 6.7k | 39.18 |
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| Southern Company (SO) | 0.1 | $247k | 2.6k | 94.77 |
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| Abbvie (ABBV) | 0.1 | $237k | NEW | 1.0k | 231.54 |
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| Tidal Trust Ii Yieldmax Mstr Op (MSTY) | 0.1 | $233k | +12% | 17k | 13.96 |
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| Defi Technologies (DEFT) | 0.1 | $215k | 102k | 2.11 |
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| United Sts Oil Units (USO) | 0.1 | $208k | 2.8k | 73.75 |
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| Pfizer (PFE) | 0.1 | $205k | NEW | 8.1k | 25.48 |
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| Philip Morris International (PM) | 0.1 | $204k | 1.3k | 162.20 |
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| Columbus Circle Cap Corp. I Shs Cl A (BRR) | 0.1 | $101k | 10k | 10.12 |
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| Tilray (TLRY) | 0.0 | $25k | 15k | 1.73 |
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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 2025 Q3 filed Nov. 4, 2025
- Finer Wealth Management 2025 Q2 filed Aug. 13, 2025
- Finer Wealth Management 2025 Q1 filed May 13, 2025
- 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