Finer Wealth Management

Latest statistics and disclosures from Finer Wealth Management's latest quarterly 13F-HR filing:

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Positions held by Finer Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Finer Wealth Management

Companies in the Finer Wealth Management portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 9.3 $11M 65k 174.60
Microsoft Corporation (MSFT) 6.7 $8.2M +2% 27k 308.30
Eli Lilly & Co. (LLY) 4.6 $5.7M 20k 286.37
Amazon (AMZN) 4.5 $5.5M 1.7k 3260.92
Alphabet Cap Stk Cl A (GOOGL) 3.6 $4.4M +2% 1.6k 2781.43
Pfizer (PFE) 3.1 $3.8M +2% 73k 51.77
Bristol Myers Squibb (BMY) 2.9 $3.6M +2% 49k 73.04
Merck & Co (MRK) 2.9 $3.5M +4% 43k 82.05
Procter & Gamble Company (PG) 2.8 $3.4M 22k 152.81
Verizon Communications (VZ) 2.7 $3.3M +11% 64k 50.93
Ishares Tr Pfd And Incm Sec (PFF) 2.3 $2.8M +29% 77k 36.42
Intel Corporation (INTC) 2.2 $2.7M +3% 54k 49.57
At&t (T) 2.2 $2.7M +15% 114k 23.63
Johnson & Johnson (JNJ) 2.2 $2.7M 15k 177.25

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Meta Platforms Cl A (FB) 2.1 $2.6M +4% 12k 222.37
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.0 $2.5M +15% 30k 83.36
Pepsi (PEP) 1.9 $2.3M 14k 167.36
Chevron Corporation (CVX) 1.9 $2.3M +6% 14k 162.83
Thermo Fisher Scientific (TMO) 1.9 $2.3M 3.9k 590.52
salesforce (CRM) 1.8 $2.3M -3% 11k 212.34
Wal-Mart Stores (WMT) 1.7 $2.1M +5% 14k 148.95
Caterpillar (CAT) 1.6 $1.9M +2% 8.6k 222.85
Deere & Company (DE) 1.5 $1.9M +7% 4.5k 415.51
Ishares Tr Iboxx Inv Cp Etf (LQD) 1.5 $1.9M +14% 16k 120.94
Exxon Mobil Corporation (XOM) 1.5 $1.9M +16% 23k 82.57
Air Products & Chemicals (APD) 1.2 $1.5M -5% 6.1k 249.92
NVIDIA Corporation (NVDA) 1.2 $1.5M +24% 5.5k 272.91
Visa Com Cl A (V) 1.2 $1.5M 6.6k 221.82
Spdr Gold Tr Gold Shs (GLD) 1.2 $1.4M 7.9k 180.65
Walt Disney Company (DIS) 1.1 $1.3M +5% 9.8k 137.14
Kraft Heinz (KHC) 1.1 $1.3M +9% 33k 39.38
JPMorgan Chase & Co. (JPM) 1.1 $1.3M +21% 9.6k 136.35
Tesla Motors (TSLA) 1.0 $1.2M 1.1k 1077.13
Eversource Energy (ES) 1.0 $1.2M -7% 14k 88.17
McDonald's Corporation (MCD) 0.9 $1.1M +9% 4.4k 247.22
Cisco Systems (CSCO) 0.8 $1.0M 19k 55.77
Xcel Energy (XEL) 0.8 $920k 13k 72.16
Kimberly-Clark Corporation (KMB) 0.7 $903k -10% 7.3k 123.23
CMS Energy Corporation (CMS) 0.7 $900k 13k 69.93
Alphabet Cap Stk Cl C (GOOG) 0.7 $878k +6% 314.00 2796.18
Ford Motor Company (F) 0.6 $760k +3% 45k 16.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $742k 1.6k 451.89
Raytheon Technologies Corp (RTX) 0.6 $717k -15% 7.2k 99.03
Boeing Company (BA) 0.5 $639k -6% 3.3k 191.49
Home Depot (HD) 0.5 $632k +4% 2.1k 299.38
Coca-Cola Company (KO) 0.5 $626k -4% 10k 61.99
Paypal Holdings (PYPL) 0.5 $596k -3% 5.2k 115.57
Eastern Bankshares (EBC) 0.5 $557k +41% 26k 21.53
Blackrock Munivest Fund II (MVT) 0.4 $523k 41k 12.90
United Sts Oil Units (USO) 0.4 $522k 7.0k 74.12
American Electric Power Company (AEP) 0.4 $507k -20% 5.1k 99.69
Enterprise Products Partners (EPD) 0.4 $497k +56% 19k 25.82
Udr (UDR) 0.4 $463k 8.1k 57.42
CenterPoint Energy (CNP) 0.4 $460k -25% 15k 30.67
Bank of America Corporation (BAC) 0.4 $460k -13% 11k 41.23
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $423k NEW 38k 11.19
Ishares Tr Russell 2000 Etf (IWM) 0.3 $422k -7% 2.1k 205.35
Ishares Tr Core S&p500 Etf (IVV) 0.3 $416k 918.00 453.16
Altria (MO) 0.3 $410k -12% 7.8k 52.30
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $400k 8.1k 49.60
Invesco Db Multi-sector Comm Oil Fd (DBO) 0.3 $394k 23k 17.33
CVS Caremark Corporation (CVS) 0.3 $388k -3% 3.8k 101.23
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $387k -7% 4.9k 78.80
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $378k 2.3k 162.02
Brookfield Infrast Partners Lp Int Unit (BIP) 0.3 $372k NEW 5.6k 66.22
Micron Technology (MU) 0.3 $370k 4.8k 77.86
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.3 $342k NEW 8.4k 40.85
Dow (DOW) 0.3 $322k -6% 5.1k 63.71
Spdr Ser Tr S&p Homebuild (XHB) 0.3 $316k 5.0k 63.20
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.3 $310k +23% 3.0k 104.24
Netflix (NFLX) 0.2 $305k 813.00 375.15
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $301k +89% 4.0k 74.86
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $300k NEW 4.2k 71.29
Intuitive Surgical Com New (ISRG) 0.2 $293k 972.00 301.44
Advanced Micro Devices (AMD) 0.2 $280k NEW 2.6k 109.20
Delta Air Lines Inc Del Com New (DAL) 0.2 $258k -34% 6.5k 39.59
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $238k NEW 3.0k 78.16
Bausch Health Companies (BHC) 0.2 $229k 10k 22.90
Goldman Sachs (GS) 0.2 $214k -3% 648.00 330.25
Suncoke Energy (SXC) 0.2 $199k NEW 22k 8.92
Hive Blockchain Technologies Ord (HIVE) 0.1 $94k 44k 2.14

Past Filings by Finer Wealth Management

SEC 13F filings are viewable for Finer Wealth Management going back to 2021