Finer Wealth Management as of Dec. 31, 2024
Portfolio Holdings for Finer Wealth Management
Finer Wealth Management holds 82 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.9 | $17M | 69k | 250.42 | |
| Microsoft Corporation (MSFT) | 7.1 | $12M | 30k | 421.49 | |
| Eli Lilly & Co. (LLY) | 6.9 | $12M | 16k | 771.99 | |
| NVIDIA Corporation (NVDA) | 6.2 | $11M | 80k | 134.29 | |
| Amazon (AMZN) | 5.6 | $9.7M | 44k | 219.39 | |
| Meta Platforms Cl A (META) | 4.6 | $8.0M | 14k | 585.49 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $6.9M | 37k | 189.30 | |
| Microstrategy Cl A New (MSTR) | 3.7 | $6.5M | 23k | 289.62 | |
| JPMorgan Chase & Co. (JPM) | 2.8 | $4.9M | 20k | 239.71 | |
| Wal-Mart Stores (WMT) | 2.5 | $4.3M | 48k | 90.35 | |
| Merck & Co (MRK) | 2.4 | $4.2M | 42k | 99.48 | |
| salesforce (CRM) | 2.3 | $4.0M | 12k | 334.33 | |
| Procter & Gamble Company (PG) | 2.3 | $4.0M | 24k | 167.65 | |
| Caterpillar (CAT) | 2.0 | $3.4M | 9.4k | 362.76 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.9 | $3.4M | 173k | 19.59 | |
| Exxon Mobil Corporation (XOM) | 1.5 | $2.7M | 25k | 107.57 | |
| McDonald's Corporation (MCD) | 1.5 | $2.6M | 8.9k | 289.90 | |
| Pepsi (PEP) | 1.4 | $2.4M | 16k | 152.06 | |
| Advanced Micro Devices (AMD) | 1.4 | $2.4M | 20k | 120.79 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.4 | $2.4M | 12k | 197.49 | |
| Intel Corporation (INTC) | 1.4 | $2.4M | 118k | 20.05 | |
| At&t (T) | 1.3 | $2.3M | 101k | 22.77 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 1.3 | $2.3M | 31k | 74.02 | |
| Chevron Corporation (CVX) | 1.3 | $2.2M | 16k | 144.84 | |
| Charles Schwab Corporation (SCHW) | 1.2 | $2.2M | 29k | 74.01 | |
| Verizon Communications (VZ) | 1.2 | $2.1M | 52k | 39.99 | |
| Coca-Cola Company (KO) | 1.0 | $1.7M | 27k | 62.26 | |
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.9 | $1.6M | 31k | 51.44 | |
| Lockheed Martin Corporation (LMT) | 0.9 | $1.5M | 3.2k | 485.88 | |
| Tesla Motors (TSLA) | 0.9 | $1.5M | 3.7k | 403.78 | |
| Kraft Heinz (KHC) | 0.7 | $1.2M | 40k | 30.71 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $1.2M | 2.2k | 520.30 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $1.2M | 4.8k | 242.13 | |
| Ishares Tr Ishares Biotech (IBB) | 0.6 | $1.1M | 8.6k | 132.21 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.6 | $1.1M | 43k | 25.86 | |
| Altria (MO) | 0.6 | $1.1M | 21k | 52.29 | |
| Texas Instruments Incorporated (TXN) | 0.6 | $1.1M | 5.8k | 187.51 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.1M | 5.6k | 190.45 | |
| Cisco Systems (CSCO) | 0.6 | $970k | 16k | 59.20 | |
| Bank of America Corporation (BAC) | 0.6 | $967k | 22k | 43.95 | |
| Bristol Myers Squibb (BMY) | 0.5 | $897k | 16k | 56.56 | |
| Broadcom (AVGO) | 0.5 | $847k | 3.7k | 231.84 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $823k | 1.4k | 586.19 | |
| Xcel Energy (XEL) | 0.4 | $739k | 11k | 67.52 | |
| Johnson & Johnson (JNJ) | 0.4 | $704k | 4.9k | 144.62 | |
| Raytheon Technologies Corp (RTX) | 0.4 | $691k | 6.0k | 115.72 | |
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.4 | $688k | 25k | 28.02 | |
| Air Products & Chemicals (APD) | 0.4 | $659k | 2.3k | 290.06 | |
| Deere & Company (DE) | 0.4 | $646k | 1.5k | 423.63 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $628k | 5.9k | 106.84 | |
| Sealsq Corp Ord Shs (LAES) | 0.4 | $615k | 100k | 6.15 | |
| CMS Energy Corporation (CMS) | 0.3 | $600k | 9.0k | 66.65 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $596k | 4.5k | 131.04 | |
| British Amern Tob Sponsored Adr (BTI) | 0.3 | $577k | 16k | 36.32 | |
| Goldman Sachs (GS) | 0.3 | $566k | 989.00 | 572.67 | |
| Home Depot (HD) | 0.3 | $560k | 1.4k | 389.00 | |
| Eversource Energy (ES) | 0.3 | $500k | 8.7k | 57.43 | |
| Eastern Bankshares (EBC) | 0.3 | $458k | 27k | 17.25 | |
| Wisekey International Hlds L Spon Adr (WKEY) | 0.3 | $448k | 50k | 9.05 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $436k | 740.00 | 588.68 | |
| Netflix (NFLX) | 0.2 | $431k | 483.00 | 892.21 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $417k | 13k | 31.44 | |
| Walt Disney Company (DIS) | 0.2 | $416k | 3.7k | 111.36 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $409k | 15k | 27.87 | |
| Pfizer (PFE) | 0.2 | $399k | 15k | 26.53 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $398k | 763.00 | 521.96 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $392k | 2.0k | 195.83 | |
| Visa Com Cl A (V) | 0.2 | $359k | 1.1k | 316.04 | |
| CenterPoint Energy (CNP) | 0.2 | $351k | 11k | 31.73 | |
| United Sts Oil Units (USO) | 0.2 | $347k | 4.6k | 75.55 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $345k | 13k | 27.32 | |
| Enterprise Products Partners (EPD) | 0.2 | $342k | 11k | 31.36 | |
| Royal Caribbean Cruises (RCL) | 0.2 | $304k | 1.3k | 230.69 | |
| Ford Motor Company (F) | 0.2 | $272k | 27k | 9.90 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $255k | 6.1k | 41.87 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $252k | 4.8k | 53.05 | |
| Suncoke Energy (SXC) | 0.1 | $239k | 22k | 10.70 | |
| Wells Fargo & Company (WFC) | 0.1 | $238k | 3.4k | 70.24 | |
| Micron Technology (MU) | 0.1 | $232k | 2.8k | 84.15 | |
| Southern Company (SO) | 0.1 | $231k | 2.8k | 82.32 | |
| International Business Machines (IBM) | 0.1 | $223k | 1.0k | 219.83 | |
| Tilray (TLRY) | 0.0 | $20k | 15k | 1.33 |
