Finer Wealth Management
Latest statistics and disclosures from Finer Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, LLY, MSFT, AMZN, MRK, and represent 31.56% of Finer Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCHW, LMT, ET, JPM, BAC, TXN, AMD, AMZN, SUN, MSFT.
- Started 3 new stock positions in TXN, LMT, SCHW.
- Reduced shares in these 10 stocks: , V, GLD, IWM, NFLX, CVS, JNJ, , APD, XOM.
- Sold out of its positions in CVS, IWM, NFLX, XHB, MMM.
- Finer Wealth Management was a net buyer of stock by $667k.
- Finer Wealth Management has $125M in assets under management (AUM), dropping by -2.28%.
- Central Index Key (CIK): 0001929071
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Portfolio Holdings for Finer Wealth Management
Finer Wealth Management holds 80 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 9.0 | $11M | 66k | 171.21 |
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| Eli Lilly & Co. (LLY) | 7.7 | $9.6M | 18k | 537.12 |
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| Microsoft Corporation (MSFT) | 6.9 | $8.6M | +2% | 27k | 315.75 |
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| Amazon (AMZN) | 4.2 | $5.3M | +4% | 42k | 127.12 |
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| Merck & Co (MRK) | 3.7 | $4.6M | 45k | 102.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $4.5M | 35k | 130.86 |
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| Meta Platforms Cl A (META) | 3.1 | $3.8M | +2% | 13k | 300.21 |
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| Procter & Gamble Company (PG) | 2.8 | $3.5M | +2% | 24k | 145.86 |
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| NVIDIA Corporation (NVDA) | 2.6 | $3.3M | 7.5k | 434.99 |
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| Exxon Mobil Corporation (XOM) | 2.6 | $3.2M | -4% | 28k | 117.58 |
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| Bristol Myers Squibb (BMY) | 2.6 | $3.2M | +4% | 56k | 58.04 |
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| Pfizer (PFE) | 2.3 | $2.8M | +4% | 85k | 33.17 |
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| Chevron Corporation (CVX) | 2.2 | $2.7M | -3% | 16k | 168.62 |
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| Caterpillar (CAT) | 2.1 | $2.7M | +2% | 9.7k | 273.00 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $2.6M | +13% | 18k | 145.02 |
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| Intel Corporation (INTC) | 2.0 | $2.5M | -4% | 71k | 35.55 |
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| Pepsi (PEP) | 2.0 | $2.5M | +7% | 15k | 169.43 |
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| Wal-Mart Stores (WMT) | 2.0 | $2.5M | +5% | 16k | 159.93 |
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| salesforce (CRM) | 1.8 | $2.3M | +3% | 11k | 202.78 |
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| At&t (T) | 1.7 | $2.1M | +2% | 142k | 15.02 |
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| Johnson & Johnson (JNJ) | 1.6 | $2.0M | -9% | 13k | 155.75 |
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| Verizon Communications (VZ) | 1.6 | $2.0M | +2% | 63k | 32.41 |
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| McDonald's Corporation (MCD) | 1.5 | $1.9M | +9% | 7.1k | 263.42 |
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| Deere & Company (DE) | 1.5 | $1.8M | -6% | 4.9k | 377.42 |
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| Bank of America Corporation (BAC) | 1.3 | $1.6M | +18% | 60k | 27.38 |
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| Thermo Fisher Scientific (TMO) | 1.3 | $1.6M | -6% | 3.2k | 506.21 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 1.3 | $1.6M | -5% | 53k | 30.15 |
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| Air Products & Chemicals (APD) | 1.2 | $1.6M | -8% | 5.5k | 283.42 |
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| Kraft Heinz (KHC) | 1.1 | $1.4M | +9% | 42k | 33.64 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 1.0 | $1.3M | +47% | 90k | 14.03 |
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| Advanced Micro Devices (AMD) | 0.9 | $1.1M | +28% | 11k | 102.82 |
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| Visa Com Cl A (V) | 0.9 | $1.1M | -26% | 4.8k | 230.00 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.8 | $994k | +25% | 20k | 48.95 |
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| Cisco Systems (CSCO) | 0.8 | $977k | -5% | 18k | 53.76 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $934k | -27% | 5.4k | 171.45 |
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| Tesla Motors (TSLA) | 0.7 | $907k | +3% | 3.6k | 250.19 |
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| Goldman Sachs (GS) | 0.6 | $780k | -8% | 2.4k | 323.54 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.6 | $760k | +20% | 8.7k | 86.90 |
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| Kimberly-Clark Corporation (KMB) | 0.6 | $753k | 6.2k | 120.85 |
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| Altria (MO) | 0.6 | $743k | 18k | 42.05 |
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| Xcel Energy (XEL) | 0.6 | $730k | 13k | 57.22 |
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| Enterprise Products Partners (EPD) | 0.6 | $723k | -2% | 26k | 27.37 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $706k | +3% | 5.4k | 131.84 |
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| Walt Disney Company (DIS) | 0.5 | $642k | -16% | 7.9k | 81.05 |
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| Eversource Energy (ES) | 0.5 | $603k | 10k | 58.15 |
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| United Sts Oil Units (USO) | 0.5 | $601k | 7.4k | 80.86 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $583k | -3% | 1.4k | 427.47 |
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| Coca-Cola Company (KO) | 0.5 | $565k | 10k | 55.98 |
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| CMS Energy Corporation (CMS) | 0.4 | $539k | 10k | 53.11 |
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| Home Depot (HD) | 0.4 | $511k | -14% | 1.7k | 302.10 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $495k | -8% | 6.9k | 71.97 |
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| Charles Schwab Corporation (SCHW) | 0.4 | $484k | NEW | 8.8k | 54.90 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $415k | -10% | 966.00 | 429.43 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $409k | NEW | 1.0k | 409.14 |
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| Boeing Company (BA) | 0.3 | $406k | -23% | 2.1k | 191.68 |
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| CenterPoint Energy (CNP) | 0.3 | $404k | 15k | 26.85 |
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| Eastern Bankshares (EBC) | 0.3 | $396k | 32k | 12.54 |
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| Ford Motor Company (F) | 0.3 | $382k | -14% | 31k | 12.42 |
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| International Business Machines (IBM) | 0.3 | $354k | +24% | 2.5k | 140.29 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $335k | +9% | 4.7k | 70.76 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $324k | 2.1k | 155.38 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $316k | +7% | 4.3k | 72.72 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $306k | -31% | 3.8k | 80.97 |
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| Broadcom (AVGO) | 0.2 | $306k | 368.00 | 830.58 |
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| Udr (UDR) | 0.2 | $288k | 8.1k | 35.67 |
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| British Amern Tob Sponsored Adr (BTI) | 0.2 | $285k | 9.1k | 31.41 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $267k | 915.00 | 292.29 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $254k | NEW | 1.6k | 159.01 |
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| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.2 | $254k | -14% | 8.6k | 29.40 |
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| Franklin Resources (BEN) | 0.2 | $248k | 10k | 24.58 |
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| Wells Fargo & Company (WFC) | 0.2 | $239k | +6% | 5.8k | 40.86 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $231k | -19% | 2.3k | 102.02 |
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| Micron Technology (MU) | 0.2 | $229k | -20% | 3.4k | 68.03 |
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| Paypal Holdings (PYPL) | 0.2 | $228k | -20% | 3.9k | 58.46 |
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| Walgreen Boots Alliance (WBA) | 0.2 | $227k | 10k | 22.24 |
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| Suncoke Energy (SXC) | 0.2 | $226k | 22k | 10.15 |
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| American Electric Power Company (AEP) | 0.2 | $226k | -5% | 3.0k | 75.22 |
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| Southern Company (SO) | 0.2 | $220k | 3.4k | 64.72 |
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| Dow (DOW) | 0.2 | $208k | -8% | 4.0k | 51.56 |
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| Philip Morris International (PM) | 0.2 | $208k | 2.2k | 92.58 |
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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 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