Finer Wealth Management as of March 31, 2025
Portfolio Holdings for Finer Wealth Management
Finer Wealth Management holds 86 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.0 | $15M | 68k | 222.13 | |
| Eli Lilly & Co. (LLY) | 7.4 | $12M | 15k | 825.91 | |
| Microsoft Corporation (MSFT) | 6.7 | $11M | 30k | 375.39 | |
| NVIDIA Corporation (NVDA) | 5.5 | $9.2M | 85k | 108.38 | |
| Amazon (AMZN) | 5.0 | $8.3M | 44k | 190.26 | |
| Meta Platforms Cl A (META) | 4.7 | $7.8M | 14k | 576.38 | |
| Microstrategy Cl A New (MSTR) | 4.0 | $6.6M | 23k | 288.27 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $5.6M | 37k | 154.64 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $5.1M | 21k | 245.31 | |
| Wal-Mart Stores (WMT) | 2.5 | $4.2M | 48k | 87.79 | |
| Procter & Gamble Company (PG) | 2.5 | $4.1M | 24k | 170.42 | |
| Merck & Co (MRK) | 2.3 | $3.8M | 42k | 89.76 | |
| salesforce (CRM) | 2.0 | $3.3M | 12k | 268.36 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 2.0 | $3.3M | 176k | 18.59 | |
| Caterpillar (CAT) | 1.9 | $3.2M | 9.7k | 329.82 | |
| Exxon Mobil Corporation (XOM) | 1.8 | $3.1M | 26k | 118.93 | |
| At&t (T) | 1.8 | $3.0M | 105k | 28.28 | |
| McDonald's Corporation (MCD) | 1.7 | $2.9M | 9.2k | 312.38 | |
| Chevron Corporation (CVX) | 1.6 | $2.7M | 16k | 167.29 | |
| Verizon Communications (VZ) | 1.5 | $2.5M | 55k | 45.36 | |
| Pepsi (PEP) | 1.5 | $2.4M | 16k | 149.94 | |
| Charles Schwab Corporation (SCHW) | 1.4 | $2.4M | 31k | 78.28 | |
| Intel Corporation (INTC) | 1.3 | $2.1M | 94k | 22.71 | |
| Advanced Micro Devices (AMD) | 1.2 | $2.1M | 20k | 102.74 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.2 | $2.0M | 12k | 166.00 | |
| Coca-Cola Company (KO) | 1.1 | $1.9M | 27k | 71.62 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 1.1 | $1.9M | 29k | 65.17 | |
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 1.1 | $1.9M | 32k | 58.06 | |
| Lockheed Martin Corporation (LMT) | 0.9 | $1.5M | 3.3k | 446.76 | |
| Tesla Motors (TSLA) | 0.8 | $1.3M | 4.9k | 259.13 | |
| Altria (MO) | 0.8 | $1.3M | 21k | 60.02 | |
| Kraft Heinz (KHC) | 0.8 | $1.3M | 41k | 30.43 | |
| Ishares Tr Ishares Biotech (IBB) | 0.7 | $1.2M | 9.4k | 127.90 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $1.1M | 2.2k | 497.67 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $1.0M | 3.6k | 288.14 | |
| Cisco Systems (CSCO) | 0.6 | $1.0M | 16k | 61.71 | |
| Texas Instruments Incorporated (TXN) | 0.6 | $1.0M | 5.6k | 179.71 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.6 | $920k | 39k | 23.43 | |
| Bank of America Corporation (BAC) | 0.5 | $880k | 21k | 41.73 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $869k | 5.6k | 156.23 | |
| Johnson & Johnson (JNJ) | 0.5 | $806k | 4.9k | 165.84 | |
| Bristol Myers Squibb (BMY) | 0.5 | $796k | 13k | 60.99 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.5 | $786k | 17k | 46.81 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $785k | 5.9k | 132.46 | |
| Xcel Energy (XEL) | 0.5 | $775k | 11k | 70.79 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $720k | 1.3k | 559.26 | |
| Deere & Company (DE) | 0.4 | $683k | 1.5k | 469.35 | |
| CMS Energy Corporation (CMS) | 0.4 | $676k | 9.0k | 75.11 | |
| British Amern Tob Sponsored Adr (BTI) | 0.4 | $656k | 16k | 41.37 | |
| Air Products & Chemicals (APD) | 0.4 | $649k | 2.2k | 294.96 | |
| Kimberly-Clark Corporation (KMB) | 0.4 | $642k | 4.5k | 142.22 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.4 | $639k | 5.9k | 108.69 | |
| Palantir Technologies Cl A (PLTR) | 0.4 | $633k | 7.5k | 84.40 | |
| Broadcom (AVGO) | 0.4 | $612k | 3.7k | 167.43 | |
| Goldman Sachs (GS) | 0.3 | $542k | 991.00 | 546.45 | |
| Eversource Energy (ES) | 0.3 | $541k | 8.7k | 62.11 | |
| Home Depot (HD) | 0.3 | $528k | 1.4k | 366.57 | |
| Eastern Bankshares (EBC) | 0.3 | $437k | 27k | 16.40 | |
| Netflix (NFLX) | 0.3 | $436k | 467.00 | 932.53 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $416k | 740.00 | 561.90 | |
| CenterPoint Energy (CNP) | 0.2 | $400k | 11k | 36.23 | |
| Visa Com Cl A (V) | 0.2 | $391k | 1.1k | 350.46 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $388k | 2.0k | 193.99 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $375k | 12k | 30.73 | |
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.2 | $374k | 25k | 15.22 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $373k | 753.00 | 495.27 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $372k | 15k | 25.04 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $358k | 13k | 27.96 | |
| Enterprise Products Partners (EPD) | 0.2 | $356k | 10k | 34.14 | |
| Walt Disney Company (DIS) | 0.2 | $350k | 3.5k | 98.70 | |
| Royal Caribbean Cruises (RCL) | 0.2 | $270k | 1.3k | 205.44 | |
| Sealsq Corp Ord Shs (LAES) | 0.2 | $260k | 100k | 2.60 | |
| Southern Company (SO) | 0.2 | $258k | 2.8k | 91.95 | |
| International Business Machines (IBM) | 0.1 | $248k | 997.00 | 248.66 | |
| Micron Technology (MU) | 0.1 | $240k | 2.8k | 86.89 | |
| Pfizer (PFE) | 0.1 | $239k | 9.4k | 25.34 | |
| United Sts Oil Units (USO) | 0.1 | $239k | 3.1k | 77.33 | |
| Wells Fargo & Company (WFC) | 0.1 | $239k | 3.3k | 71.79 | |
| Abbvie (ABBV) | 0.1 | $214k | 1.0k | 209.52 | |
| Nebius Group Shs Class A (NBIS) | 0.1 | $211k | 10k | 21.11 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $211k | 5.8k | 36.49 | |
| Suncoke Energy (SXC) | 0.1 | $205k | 22k | 9.20 | |
| Wisekey International Hlds L Spon Adr (WKEY) | 0.1 | $195k | 50k | 3.93 | |
| Ford Motor Company (F) | 0.1 | $171k | 17k | 10.03 | |
| Bitfarms (BITF) | 0.0 | $9.9k | 13k | 0.79 | |
| Tilray (TLRY) | 0.0 | $9.6k | 15k | 0.66 |
