Finer Wealth Management

Finer Wealth Management as of Dec. 31, 2022

Portfolio Holdings for Finer Wealth Management

Finer Wealth Management holds 77 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.7 $8.2M 63k 129.93
Eli Lilly & Co. (LLY) 6.4 $6.8M 19k 365.83
Microsoft Corporation (MSFT) 5.6 $6.0M 25k 239.82
Merck & Co (MRK) 4.5 $4.8M 43k 110.95
Pfizer (PFE) 3.5 $3.8M 74k 51.24
Bristol Myers Squibb (BMY) 3.3 $3.5M 48k 71.95
Procter & Gamble Company (PG) 3.2 $3.4M 22k 151.56
Amazon (AMZN) 2.8 $3.0M 36k 84.00
Exxon Mobil Corporation (XOM) 2.8 $3.0M 27k 110.30
Chevron Corporation (CVX) 2.7 $2.9M 16k 179.49
Alphabet Cap Stk Cl A (GOOGL) 2.7 $2.9M 32k 88.23
Johnson & Johnson (JNJ) 2.5 $2.6M 15k 176.65
At&t (T) 2.3 $2.5M 135k 18.41
Pepsi (PEP) 2.3 $2.5M 14k 180.66
Deere & Company (DE) 2.1 $2.2M 5.1k 428.77
Caterpillar (CAT) 2.0 $2.2M 9.1k 239.55
Verizon Communications (VZ) 2.0 $2.2M 55k 39.40
Wal-Mart Stores (WMT) 1.9 $2.0M 14k 141.79
Thermo Fisher Scientific (TMO) 1.8 $1.9M 3.5k 550.69
Air Products & Chemicals (APD) 1.8 $1.9M 6.3k 308.24
Ishares Tr Pfd And Incm Sec (PFF) 1.8 $1.9M 63k 30.53
JPMorgan Chase & Co. (JPM) 1.7 $1.8M 14k 134.10
Intel Corporation (INTC) 1.7 $1.8M 67k 26.43
McDonald's Corporation (MCD) 1.5 $1.6M 6.0k 263.51
Kraft Heinz (KHC) 1.4 $1.5M 36k 40.71
Meta Platforms Cl A (META) 1.4 $1.5M 12k 120.34
salesforce (CRM) 1.3 $1.4M 11k 132.59
Spdr Gold Tr Gold Shs (GLD) 1.3 $1.4M 8.0k 169.64
Visa Com Cl A (V) 1.2 $1.3M 6.3k 207.75
Bank of America Corporation (BAC) 1.2 $1.3M 39k 33.12
Kimberly-Clark Corporation (KMB) 0.9 $1.0M 7.4k 135.74
NVIDIA Corporation (NVDA) 0.9 $932k 6.4k 146.14
Xcel Energy (XEL) 0.8 $894k 13k 70.11
Cisco Systems (CSCO) 0.8 $853k 18k 47.64
Eversource Energy (ES) 0.8 $828k 9.9k 83.84
Altria (MO) 0.8 $808k 18k 45.71
Goldman Sachs (GS) 0.7 $782k 2.3k 343.32
Raytheon Technologies Corp (RTX) 0.7 $756k 7.5k 100.91
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.7 $752k 9.3k 81.17
Walt Disney Company (DIS) 0.7 $750k 8.6k 86.88
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.6 $652k 15k 43.10
Coca-Cola Company (KO) 0.6 $643k 10k 63.61
CMS Energy Corporation (CMS) 0.6 $642k 10k 63.33
Home Depot (HD) 0.6 $624k 2.0k 315.84
Enterprise Products Partners (EPD) 0.6 $606k 25k 24.12
Boeing Company (BA) 0.5 $564k 3.0k 190.49
United Sts Oil Units (USO) 0.5 $555k 7.9k 70.11
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $538k 1.4k 382.56
Eastern Bankshares (EBC) 0.5 $534k 31k 17.25
Ford Motor Company (F) 0.5 $491k 42k 11.63
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.5 $491k 4.7k 105.43
Alphabet Cap Stk Cl C (GOOG) 0.5 $488k 5.5k 88.73
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.4 $474k 6.4k 74.49
CenterPoint Energy (CNP) 0.4 $450k 15k 29.99
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $449k 38k 11.87
Tesla Motors (TSLA) 0.4 $434k 3.5k 123.16
American Electric Power Company (AEP) 0.4 $431k 4.5k 94.95
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $380k 5.0k 75.54
Paypal Holdings (PYPL) 0.3 $373k 5.2k 71.22
British Amern Tob Sponsored Adr (BTI) 0.3 $362k 9.0k 39.98
Brookfield Infrast Partners Lp Int Unit (BIP) 0.3 $349k 11k 30.99
Ishares Tr Russell 2000 Etf (IWM) 0.3 $331k 1.9k 174.36
Ishares Tr Core S&p500 Etf (IVV) 0.3 $327k 851.00 384.21
CVS Caremark Corporation (CVS) 0.3 $324k 3.5k 93.19
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $316k 2.1k 151.85
Udr (UDR) 0.3 $312k 8.1k 38.73
Advanced Micro Devices (AMD) 0.3 $307k 4.7k 64.77
Spdr Ser Tr S&p Homebuild (XHB) 0.3 $302k 5.0k 60.32
Invesco Db Multi-sector Comm Oil Fd (DBO) 0.3 $298k 20k 15.21
Micron Technology (MU) 0.2 $258k 5.2k 49.98
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $251k 4.5k 55.56
Dow (DOW) 0.2 $244k 4.8k 50.39
Intuitive Surgical Com New (ISRG) 0.2 $244k 919.00 265.35
3M Company (MMM) 0.2 $242k 2.0k 119.92
Broadcom (AVGO) 0.2 $239k 428.00 559.13
Suncoke Energy (SXC) 0.2 $192k 22k 8.63
Warner Bros Discovery Com Ser A (WBD) 0.1 $103k 11k 9.48