Finer Wealth Management as of March 31, 2022
Portfolio Holdings for Finer Wealth Management
Finer Wealth Management holds 81 positions in its portfolio as reported in 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 | 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 | 1.6k | 2781.43 | |
| Pfizer (PFE) | 3.1 | $3.8M | 73k | 51.77 | |
| Bristol Myers Squibb (BMY) | 2.9 | $3.6M | 49k | 73.04 | |
| Merck & Co (MRK) | 2.9 | $3.5M | 43k | 82.05 | |
| Procter & Gamble Company (PG) | 2.8 | $3.4M | 22k | 152.81 | |
| Verizon Communications (VZ) | 2.7 | $3.3M | 64k | 50.93 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 2.3 | $2.8M | 77k | 36.42 | |
| Intel Corporation (INTC) | 2.2 | $2.7M | 54k | 49.57 | |
| At&t (T) | 2.2 | $2.7M | 114k | 23.63 | |
| Johnson & Johnson (JNJ) | 2.2 | $2.7M | 15k | 177.25 | |
| Meta Platforms Cl A (META) | 2.1 | $2.6M | 12k | 222.37 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.0 | $2.5M | 30k | 83.36 | |
| Pepsi (PEP) | 1.9 | $2.3M | 14k | 167.36 | |
| Chevron Corporation (CVX) | 1.9 | $2.3M | 14k | 162.83 | |
| Thermo Fisher Scientific (TMO) | 1.9 | $2.3M | 3.9k | 590.52 | |
| salesforce (CRM) | 1.8 | $2.3M | 11k | 212.34 | |
| Wal-Mart Stores (WMT) | 1.7 | $2.1M | 14k | 148.95 | |
| Caterpillar (CAT) | 1.6 | $1.9M | 8.6k | 222.85 | |
| Deere & Company (DE) | 1.5 | $1.9M | 4.5k | 415.51 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 1.5 | $1.9M | 16k | 120.94 | |
| Exxon Mobil Corporation (XOM) | 1.5 | $1.9M | 23k | 82.57 | |
| Air Products & Chemicals (APD) | 1.2 | $1.5M | 6.1k | 249.92 | |
| NVIDIA Corporation (NVDA) | 1.2 | $1.5M | 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 | 9.8k | 137.14 | |
| Kraft Heinz (KHC) | 1.1 | $1.3M | 33k | 39.38 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $1.3M | 9.6k | 136.35 | |
| Tesla Motors (TSLA) | 1.0 | $1.2M | 1.1k | 1077.13 | |
| Eversource Energy (ES) | 1.0 | $1.2M | 14k | 88.17 | |
| McDonald's Corporation (MCD) | 0.9 | $1.1M | 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 | 7.3k | 123.23 | |
| CMS Energy Corporation (CMS) | 0.7 | $900k | 13k | 69.93 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $878k | 314.00 | 2796.18 | |
| Ford Motor Company (F) | 0.6 | $760k | 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 | 7.2k | 99.03 | |
| Boeing Company (BA) | 0.5 | $639k | 3.3k | 191.49 | |
| Home Depot (HD) | 0.5 | $632k | 2.1k | 299.38 | |
| Coca-Cola Company (KO) | 0.5 | $626k | 10k | 61.99 | |
| Paypal Holdings (PYPL) | 0.5 | $596k | 5.2k | 115.57 | |
| Eastern Bankshares (EBC) | 0.5 | $557k | 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 | 5.1k | 99.69 | |
| Enterprise Products Partners (EPD) | 0.4 | $497k | 19k | 25.82 | |
| Udr (UDR) | 0.4 | $463k | 8.1k | 57.42 | |
| CenterPoint Energy (CNP) | 0.4 | $460k | 15k | 30.67 | |
| Bank of America Corporation (BAC) | 0.4 | $460k | 11k | 41.23 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $423k | 38k | 11.19 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $422k | 2.1k | 205.35 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $416k | 918.00 | 453.16 | |
| Altria (MO) | 0.3 | $410k | 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 | 3.8k | 101.23 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $387k | 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 | 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 | 8.4k | 40.85 | |
| Dow (DOW) | 0.3 | $322k | 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 | 3.0k | 104.24 | |
| Netflix (NFLX) | 0.2 | $305k | 813.00 | 375.15 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $301k | 4.0k | 74.86 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $300k | 4.2k | 71.29 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $293k | 972.00 | 301.44 | |
| Advanced Micro Devices (AMD) | 0.2 | $280k | 2.6k | 109.20 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $258k | 6.5k | 39.59 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $238k | 3.0k | 78.16 | |
| Bausch Health Companies (BHC) | 0.2 | $229k | 10k | 22.90 | |
| Goldman Sachs (GS) | 0.2 | $214k | 648.00 | 330.25 | |
| Suncoke Energy (SXC) | 0.2 | $199k | 22k | 8.92 | |
| Hive Blockchain Technologies Ord | 0.1 | $94k | 44k | 2.14 |
