Finer Wealth Management

Finer Wealth Management as of June 30, 2024

Portfolio Holdings for Finer Wealth Management

Finer Wealth Management holds 73 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Eli Lilly & Co. (LLY) 9.7 $15M 17k 905.38
Apple (AAPL) 9.3 $14M 68k 210.62
Microsoft Corporation (MSFT) 8.1 $13M 28k 446.95
NVIDIA Corporation (NVDA) 6.3 $9.8M 80k 123.54
Amazon (AMZN) 5.4 $8.4M 44k 193.25
Meta Platforms Cl A (META) 4.5 $7.0M 14k 504.22
Alphabet Cap Stk Cl A (GOOGL) 4.2 $6.6M 36k 182.15
Merck & Co (MRK) 3.4 $5.3M 43k 123.80
JPMorgan Chase & Co. (JPM) 2.6 $4.1M 20k 202.26
Procter & Gamble Company (PG) 2.6 $4.0M 25k 164.92
Caterpillar (CAT) 2.1 $3.3M 9.8k 333.09
Wal-Mart Stores (WMT) 2.1 $3.2M 48k 67.71
salesforce (CRM) 2.0 $3.1M 12k 257.11
Exxon Mobil Corporation (XOM) 1.9 $3.0M 26k 115.12
Advanced Micro Devices (AMD) 1.8 $2.8M 17k 162.21
Pepsi (PEP) 1.7 $2.6M 16k 164.93
Chevron Corporation (CVX) 1.6 $2.5M 16k 156.42
Intel Corporation (INTC) 1.5 $2.4M 76k 30.97
Energy Transfer Com Ut Ltd Ptn (ET) 1.5 $2.3M 141k 16.22
Verizon Communications (VZ) 1.4 $2.2M 54k 41.24
McDonald's Corporation (MCD) 1.3 $2.0M 7.9k 254.83
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.3 $2.0M 12k 173.81
At&t (T) 1.2 $1.9M 98k 19.11
Charles Schwab Corporation (SCHW) 1.1 $1.7M 24k 73.69
Coca-Cola Company (KO) 1.1 $1.7M 27k 63.65
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 1.0 $1.5M 27k 56.54
Thermo Fisher Scientific (TMO) 0.9 $1.4M 2.6k 553.08
Bank of America Corporation (BAC) 0.9 $1.4M 36k 39.77
Pfizer (PFE) 0.8 $1.2M 45k 27.98
Kraft Heinz (KHC) 0.8 $1.2M 39k 32.22
Lockheed Martin Corporation (LMT) 0.8 $1.2M 2.5k 467.07
Bristol Myers Squibb (BMY) 0.7 $1.1M 28k 41.53
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.0M 5.6k 183.43
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.7 $1.0M 19k 53.24
Johnson & Johnson (JNJ) 0.6 $971k 6.6k 146.16
Spdr Gold Tr Gold Shs (GLD) 0.6 $949k 4.4k 215.01
Texas Instruments Incorporated (TXN) 0.6 $905k 4.7k 194.51
Ishares Tr Pfd And Incm Sec (PFF) 0.6 $881k 28k 31.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $816k 1.5k 544.37
Deere & Company (DE) 0.5 $762k 2.0k 373.55
Tesla Motors (TSLA) 0.5 $729k 3.7k 197.85
Air Products & Chemicals (APD) 0.5 $707k 2.7k 258.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $674k 6.3k 107.12
Kimberly-Clark Corporation (KMB) 0.4 $667k 4.8k 138.20
Cisco Systems (CSCO) 0.4 $661k 14k 47.51
Raytheon Technologies Corp (RTX) 0.4 $640k 6.4k 100.39
Ishares Tr Ishares Biotech (IBB) 0.4 $612k 4.5k 137.26
Broadcom (AVGO) 0.4 $591k 368.00 1605.53
Altria (MO) 0.4 $579k 13k 45.55
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $559k 12k 47.45
Home Depot (HD) 0.3 $522k 1.5k 344.28
Walt Disney Company (DIS) 0.3 $513k 5.2k 99.29
Eversource Energy (ES) 0.3 $494k 8.7k 56.71
Visa Com Cl A (V) 0.3 $490k 1.9k 262.47
Goldman Sachs (GS) 0.3 $482k 1.1k 452.14
Ishares Tr Core S&p500 Etf (IVV) 0.3 $450k 823.00 547.23
Enterprise Products Partners (EPD) 0.3 $435k 15k 28.98
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $409k 4.1k 100.84
Eastern Bankshares (EBC) 0.3 $393k 28k 13.98
United Sts Oil Units (USO) 0.2 $381k 4.8k 79.59
Intuitive Surgical Com New (ISRG) 0.2 $372k 837.00 444.85
British Amern Tob Sponsored Adr (BTI) 0.2 $372k 12k 30.93
Ford Motor Company (F) 0.2 $367k 29k 12.54
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $365k 2.0k 182.55
Micron Technology (MU) 0.2 $363k 2.8k 131.55
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $355k 4.6k 77.76
CenterPoint Energy (CNP) 0.2 $342k 11k 30.98
Netflix (NFLX) 0.2 $326k 483.00 674.69
Suncoke Energy (SXC) 0.1 $219k 22k 9.80
Southern Company (SO) 0.1 $218k 2.8k 77.57
Wells Fargo & Company (WFC) 0.1 $211k 3.6k 59.39
Royal Caribbean Cruises (RCL) 0.1 $210k 1.3k 159.43
Tilray (TLRY) 0.0 $31k 19k 1.66