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 |