Finer Wealth Management as of June 30, 2025
Portfolio Holdings for Finer Wealth Management
Finer Wealth Management holds 86 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.8 | $15M | 30k | 497.42 | |
| Apple (AAPL) | 7.4 | $14M | 68k | 205.17 | |
| NVIDIA Corporation (NVDA) | 7.2 | $14M | 86k | 157.99 | |
| Eli Lilly & Co. (LLY) | 6.1 | $11M | 15k | 779.54 | |
| Meta Platforms Cl A (META) | 5.4 | $10M | 14k | 738.09 | |
| Amazon (AMZN) | 5.2 | $9.6M | 44k | 219.39 | |
| Microstrategy Cl A New (MSTR) | 4.8 | $9.0M | 22k | 404.23 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $6.5M | 37k | 176.23 | |
| JPMorgan Chase & Co. (JPM) | 3.3 | $6.1M | 21k | 289.91 | |
| Wal-Mart Stores (WMT) | 2.6 | $4.8M | 49k | 97.78 | |
| Procter & Gamble Company (PG) | 2.1 | $4.0M | 25k | 159.32 | |
| Caterpillar (CAT) | 2.1 | $3.9M | 10k | 388.20 | |
| At&t (T) | 2.0 | $3.8M | 132k | 28.94 | |
| Merck & Co (MRK) | 1.8 | $3.4M | 43k | 79.16 | |
| salesforce (CRM) | 1.8 | $3.4M | 12k | 272.68 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.8 | $3.3M | 184k | 18.13 | |
| Advanced Micro Devices (AMD) | 1.7 | $3.1M | 22k | 141.90 | |
| Verizon Communications (VZ) | 1.7 | $3.1M | 71k | 43.27 | |
| Charles Schwab Corporation (SCHW) | 1.6 | $2.9M | 32k | 91.24 | |
| McDonald's Corporation (MCD) | 1.5 | $2.8M | 9.6k | 292.16 | |
| Exxon Mobil Corporation (XOM) | 1.5 | $2.7M | 26k | 107.80 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.4 | $2.7M | 12k | 226.49 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 1.3 | $2.4M | 29k | 84.83 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.3 | $2.4M | 40k | 61.21 | |
| Pepsi (PEP) | 1.2 | $2.3M | 18k | 132.04 | |
| Chevron Corporation (CVX) | 1.2 | $2.3M | 16k | 143.19 | |
| Coca-Cola Company (KO) | 1.0 | $1.9M | 27k | 70.75 | |
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.9 | $1.8M | 33k | 53.59 | |
| Tesla Motors (TSLA) | 0.9 | $1.7M | 5.5k | 317.63 | |
| Lockheed Martin Corporation (LMT) | 0.9 | $1.7M | 3.8k | 463.15 | |
| Palantir Technologies Cl A (PLTR) | 0.8 | $1.5M | 11k | 136.32 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $1.4M | 1.7k | 801.39 | |
| Altria (MO) | 0.7 | $1.3M | 21k | 58.63 | |
| Ishares Tr Ishares Biotech (IBB) | 0.6 | $1.2M | 9.1k | 126.51 | |
| Cisco Systems (CSCO) | 0.6 | $1.1M | 16k | 69.38 | |
| Texas Instruments Incorporated (TXN) | 0.6 | $1.1M | 5.3k | 207.64 | |
| Kraft Heinz (KHC) | 0.6 | $1.1M | 41k | 25.82 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $1.1M | 3.5k | 304.83 | |
| Broadcom (AVGO) | 0.5 | $1.0M | 3.7k | 275.65 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $1.0M | 5.7k | 177.38 | |
| Bank of America Corporation (BAC) | 0.5 | $914k | 19k | 47.32 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $891k | 35k | 25.30 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $846k | 5.8k | 146.02 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $797k | 1.3k | 617.91 | |
| British Amern Tob Sponsored Adr (BTI) | 0.4 | $750k | 16k | 47.33 | |
| Xcel Energy (XEL) | 0.4 | $745k | 11k | 68.10 | |
| Johnson & Johnson (JNJ) | 0.4 | $686k | 4.5k | 152.75 | |
| Deere & Company (DE) | 0.4 | $669k | 1.3k | 508.52 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $632k | 5.8k | 109.61 | |
| Netflix (NFLX) | 0.3 | $626k | 467.00 | 1340.45 | |
| CMS Energy Corporation (CMS) | 0.3 | $624k | 9.0k | 69.28 | |
| Goldman Sachs (GS) | 0.3 | $571k | 807.00 | 707.98 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $565k | 4.4k | 128.92 | |
| Eversource Energy (ES) | 0.3 | $554k | 8.7k | 63.62 | |
| Bristol Myers Squibb (BMY) | 0.3 | $509k | 11k | 46.29 | |
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.3 | $509k | 24k | 20.86 | |
| Home Depot (HD) | 0.3 | $485k | 1.3k | 366.56 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $429k | 691.00 | 620.90 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $409k | 2.0k | 204.67 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $409k | 753.00 | 543.41 | |
| Eastern Bankshares (EBC) | 0.2 | $409k | 27k | 15.27 | |
| Intel Corporation (INTC) | 0.2 | $408k | 18k | 22.40 | |
| Air Products & Chemicals (APD) | 0.2 | $406k | 1.4k | 282.03 | |
| CenterPoint Energy (CNP) | 0.2 | $406k | 11k | 36.74 | |
| Sealsq Corp Ord Shs (LAES) | 0.2 | $403k | 100k | 4.03 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $398k | 14k | 29.21 | |
| Walt Disney Company (DIS) | 0.2 | $352k | 2.8k | 124.01 | |
| Micron Technology (MU) | 0.2 | $340k | 2.8k | 123.25 | |
| Tidal Tr Ii Yieldmax Mstr Op (MSTY) | 0.2 | $330k | 15k | 22.17 | |
| Wisekey International Hlds L Spon Adr (WKEY) | 0.2 | $325k | 50k | 6.56 | |
| Visa Com Cl A (V) | 0.2 | $322k | 908.00 | 355.05 | |
| Enterprise Products Partners (EPD) | 0.2 | $316k | 10k | 31.01 | |
| Defi Technologies (DEFT) | 0.2 | $299k | 102k | 2.93 | |
| International Business Machines (IBM) | 0.2 | $294k | 997.00 | 294.78 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $289k | 9.4k | 30.68 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $287k | 11k | 26.50 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $271k | 5.7k | 47.75 | |
| Royal Caribbean Cruises (RCL) | 0.1 | $266k | 848.00 | 313.14 | |
| Wells Fargo & Company (WFC) | 0.1 | $262k | 3.3k | 80.12 | |
| Southern Company (SO) | 0.1 | $242k | 2.6k | 91.83 | |
| UnitedHealth (UNH) | 0.1 | $242k | 774.00 | 311.97 | |
| Philip Morris International (PM) | 0.1 | $229k | 1.3k | 182.13 | |
| United Sts Oil Units (USO) | 0.1 | $208k | 2.8k | 73.11 | |
| Ddc Enterprise Cl A Ord Shs (DDC) | 0.1 | $109k | 10k | 10.90 | |
| Columbus Circle Cap Corp. I Shs Cl A (BRR) | 0.1 | $106k | 10k | 10.62 | |
| Tilray (TLRY) | 0.0 | $6.1k | 15k | 0.41 |
