Finer Wealth Management as of Sept. 30, 2025
Portfolio Holdings for Finer Wealth Management
Finer Wealth Management holds 86 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 8.7 | $17M | 68k | 254.63 | |
| NVIDIA Corporation (NVDA) | 7.9 | $16M | 86k | 186.58 | |
| Microsoft Corporation (MSFT) | 7.6 | $15M | 30k | 517.95 | |
| Eli Lilly & Co. (LLY) | 5.5 | $11M | 14k | 763.02 | |
| Meta Platforms Cl A (META) | 5.0 | $10M | 14k | 734.37 | |
| Amazon (AMZN) | 4.8 | $9.7M | 44k | 219.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $8.9M | 37k | 243.10 | |
| Strategy Cl A New (MSTR) | 3.6 | $7.2M | 22k | 322.21 | |
| JPMorgan Chase & Co. (JPM) | 3.3 | $6.7M | 21k | 315.43 | |
| Wal-Mart Stores (WMT) | 2.5 | $5.0M | 49k | 103.06 | |
| Caterpillar (CAT) | 2.4 | $4.8M | 10k | 477.15 | |
| Procter & Gamble Company (PG) | 1.9 | $3.9M | 25k | 153.65 | |
| Merck & Co (MRK) | 1.8 | $3.7M | 44k | 83.93 | |
| At&t (T) | 1.8 | $3.7M | 129k | 28.24 | |
| Advanced Micro Devices (AMD) | 1.8 | $3.7M | 23k | 161.79 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.6 | $3.2M | 12k | 279.29 | |
| Verizon Communications (VZ) | 1.5 | $3.1M | 70k | 43.95 | |
| Charles Schwab Corporation (SCHW) | 1.5 | $3.1M | 32k | 95.47 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 1.5 | $3.0M | 177k | 17.16 | |
| McDonald's Corporation (MCD) | 1.5 | $3.0M | 10k | 303.88 | |
| salesforce (CRM) | 1.5 | $3.0M | 13k | 237.00 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.4 | $2.9M | 45k | 65.00 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $2.8M | 25k | 112.75 | |
| Tesla Motors (TSLA) | 1.4 | $2.7M | 6.1k | 444.68 | |
| Palantir Technologies Cl A (PLTR) | 1.3 | $2.6M | 14k | 182.42 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 1.3 | $2.6M | 29k | 89.77 | |
| Pepsi (PEP) | 1.3 | $2.5M | 18k | 140.44 | |
| Chevron Corporation (CVX) | 1.2 | $2.4M | 16k | 155.29 | |
| Lockheed Martin Corporation (LMT) | 0.9 | $1.8M | 3.7k | 499.17 | |
| Coca-Cola Company (KO) | 0.9 | $1.8M | 27k | 66.32 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.8 | $1.6M | 1.7k | 968.09 | |
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.8 | $1.5M | 31k | 50.01 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.4M | 5.7k | 243.56 | |
| Altria (MO) | 0.7 | $1.4M | 21k | 66.06 | |
| Ishares Tr Ishares Biotech (IBB) | 0.7 | $1.4M | 9.4k | 144.37 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $1.3M | 3.6k | 355.47 | |
| Broadcom (AVGO) | 0.6 | $1.2M | 3.7k | 329.88 | |
| Cisco Systems (CSCO) | 0.5 | $1.1M | 16k | 68.42 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $947k | 5.7k | 167.33 | |
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.5 | $942k | 28k | 34.27 | |
| Kraft Heinz (KHC) | 0.5 | $909k | 35k | 26.04 | |
| Bank of America Corporation (BAC) | 0.4 | $888k | 17k | 51.59 | |
| Texas Instruments Incorporated (TXN) | 0.4 | $883k | 4.8k | 183.71 | |
| Xcel Energy (XEL) | 0.4 | $883k | 11k | 80.65 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $844k | 1.3k | 665.91 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $836k | 30k | 27.90 | |
| British Amern Tob Sponsored Adr (BTI) | 0.4 | $827k | 16k | 53.08 | |
| Johnson & Johnson (JNJ) | 0.4 | $765k | 4.1k | 185.42 | |
| CMS Energy Corporation (CMS) | 0.3 | $659k | 9.0k | 73.26 | |
| Goldman Sachs (GS) | 0.3 | $638k | 801.00 | 796.84 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.3 | $627k | 5.6k | 111.47 | |
| Eversource Energy (ES) | 0.3 | $618k | 8.7k | 71.14 | |
| Deere & Company (DE) | 0.3 | $569k | 1.2k | 457.31 | |
| Netflix (NFLX) | 0.3 | $554k | 462.00 | 1199.75 | |
| Home Depot (HD) | 0.3 | $533k | 1.3k | 405.23 | |
| Intel Corporation (INTC) | 0.3 | $531k | 16k | 33.55 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $464k | 693.00 | 669.31 | |
| Micron Technology (MU) | 0.2 | $462k | 2.8k | 167.33 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $432k | 2.0k | 215.79 | |
| CenterPoint Energy (CNP) | 0.2 | $429k | 11k | 38.80 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $406k | 13k | 31.91 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $390k | 3.1k | 124.34 | |
| Sealsq Corp Ord Shs (LAES) | 0.2 | $374k | 100k | 3.74 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.2 | $360k | 7.1k | 50.63 | |
| UnitedHealth (UNH) | 0.2 | $360k | 1.0k | 345.30 | |
| Walt Disney Company (DIS) | 0.2 | $325k | 2.8k | 114.50 | |
| Enterprise Products Partners (EPD) | 0.2 | $319k | 10k | 31.27 | |
| Wisekey International Hlds L Spon Adr (WKEY) | 0.2 | $315k | 50k | 6.36 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $310k | 692.00 | 447.23 | |
| Bristol Myers Squibb (BMY) | 0.1 | $289k | 6.4k | 45.10 | |
| Visa Com Cl A (V) | 0.1 | $288k | 843.00 | 341.38 | |
| International Business Machines (IBM) | 0.1 | $283k | 1.0k | 282.16 | |
| Air Products & Chemicals (APD) | 0.1 | $282k | 1.0k | 272.75 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $273k | 8.6k | 31.62 | |
| Wells Fargo & Company (WFC) | 0.1 | $271k | 3.2k | 83.82 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $269k | 9.8k | 27.30 | |
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.1 | $263k | 6.7k | 39.18 | |
| Southern Company (SO) | 0.1 | $247k | 2.6k | 94.77 | |
| Abbvie (ABBV) | 0.1 | $237k | 1.0k | 231.54 | |
| Tidal Trust Ii Yieldmax Mstr Op (MSTY) | 0.1 | $233k | 17k | 13.96 | |
| Defi Technologies (DEFT) | 0.1 | $215k | 102k | 2.11 | |
| United Sts Oil Units (USO) | 0.1 | $208k | 2.8k | 73.75 | |
| Pfizer (PFE) | 0.1 | $205k | 8.1k | 25.48 | |
| Philip Morris International (PM) | 0.1 | $204k | 1.3k | 162.20 | |
| Columbus Circle Cap Corp. I Shs Cl A (BRR) | 0.1 | $101k | 10k | 10.12 | |
| Tilray (TLRY) | 0.0 | $25k | 15k | 1.73 |
