Finer Wealth Management as of Dec. 31, 2025
Portfolio Holdings for Finer Wealth Management
Finer Wealth Management holds 83 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.1 | $19M | 69k | 271.86 | |
| Microsoft Corporation (MSFT) | 7.6 | $16M | 32k | 483.61 | |
| NVIDIA Corporation (NVDA) | 7.6 | $16M | 84k | 186.50 | |
| Eli Lilly & Co. (LLY) | 7.1 | $15M | 14k | 1074.67 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $12M | 37k | 313.00 | |
| Amazon (AMZN) | 5.0 | $10M | 45k | 230.82 | |
| Meta Platforms Cl A (META) | 4.4 | $9.1M | 14k | 660.11 | |
| JPMorgan Chase & Co. (JPM) | 3.4 | $7.0M | 22k | 322.22 | |
| Caterpillar (CAT) | 2.8 | $5.8M | 10k | 572.89 | |
| Wal-Mart Stores (WMT) | 2.7 | $5.5M | 50k | 111.41 | |
| Advanced Micro Devices (AMD) | 2.3 | $4.8M | 23k | 214.16 | |
| Merck & Co (MRK) | 2.3 | $4.8M | 46k | 105.26 | |
| Procter & Gamble Company (PG) | 1.8 | $3.8M | 27k | 143.31 | |
| salesforce (CRM) | 1.7 | $3.5M | 13k | 264.92 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.7 | $3.4M | 11k | 303.89 | |
| Charles Schwab Corporation (SCHW) | 1.6 | $3.3M | 33k | 99.91 | |
| McDonald's Corporation (MCD) | 1.6 | $3.2M | 11k | 305.63 | |
| At&t (T) | 1.5 | $3.1M | 126k | 24.84 | |
| Tesla Motors (TSLA) | 1.5 | $3.1M | 6.9k | 449.69 | |
| Exxon Mobil Corporation (XOM) | 1.5 | $3.1M | 25k | 120.34 | |
| Palantir Technologies Cl A (PLTR) | 1.4 | $2.9M | 17k | 177.75 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.4 | $2.8M | 56k | 49.65 | |
| Verizon Communications (VZ) | 1.3 | $2.8M | 68k | 40.73 | |
| Pepsi (PEP) | 1.3 | $2.7M | 19k | 143.52 | |
| Strategy Cl A New (MSTR) | 1.2 | $2.4M | 16k | 151.95 | |
| Chevron Corporation (CVX) | 1.1 | $2.4M | 16k | 152.41 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.9 | $1.9M | 28k | 68.36 | |
| Coca-Cola Company (KO) | 0.9 | $1.9M | 27k | 69.91 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $1.9M | 4.7k | 396.31 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.9 | $1.8M | 1.7k | 1069.86 | |
| Ishares Tr Ishares Biotech (IBB) | 0.8 | $1.7M | 10k | 168.77 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.8 | $1.7M | 20k | 82.82 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.7M | 5.4k | 313.79 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.7 | $1.4M | 13k | 110.19 | |
| Broadcom (AVGO) | 0.7 | $1.4M | 4.1k | 346.14 | |
| Cisco Systems (CSCO) | 0.6 | $1.3M | 16k | 77.03 | |
| Altria (MO) | 0.6 | $1.2M | 21k | 57.66 | |
| Lockheed Martin Corporation (LMT) | 0.6 | $1.1M | 2.4k | 483.67 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $1.0M | 5.7k | 183.40 | |
| Grayscale Ethereum Trust Etf SHS (ETHE) | 0.5 | $939k | 39k | 24.37 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $906k | 1.3k | 681.85 | |
| Bank of America Corporation (BAC) | 0.4 | $899k | 16k | 55.00 | |
| British Amern Tob Sponsored Adr (BTI) | 0.4 | $879k | 16k | 56.62 | |
| Johnson & Johnson (JNJ) | 0.4 | $839k | 4.1k | 206.96 | |
| Xcel Energy (XEL) | 0.4 | $808k | 11k | 73.86 | |
| Micron Technology (MU) | 0.4 | $788k | 2.8k | 285.43 | |
| Ishares Silver Tr Ishares (SLV) | 0.3 | $709k | 11k | 64.42 | |
| CMS Energy Corporation (CMS) | 0.3 | $629k | 9.0k | 69.93 | |
| UnitedHealth (UNH) | 0.3 | $627k | 1.9k | 330.11 | |
| Intel Corporation (INTC) | 0.3 | $627k | 17k | 36.90 | |
| Goldman Sachs (GS) | 0.3 | $600k | 683.00 | 878.49 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $594k | 21k | 28.48 | |
| Eversource Energy (ES) | 0.3 | $585k | 8.7k | 67.33 | |
| Deere & Company (DE) | 0.3 | $569k | 1.2k | 465.65 | |
| Abbvie (ABBV) | 0.3 | $528k | 2.3k | 228.49 | |
| Kraft Heinz (KHC) | 0.2 | $494k | 20k | 24.25 | |
| Netflix (NFLX) | 0.2 | $489k | 5.2k | 93.76 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $477k | 2.8k | 173.49 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $475k | 693.00 | 684.95 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $469k | 28k | 16.49 | |
| Home Depot (HD) | 0.2 | $454k | 1.3k | 344.13 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $440k | 2.0k | 219.78 | |
| CenterPoint Energy (CNP) | 0.2 | $424k | 11k | 38.34 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $410k | 13k | 32.62 | |
| Wisekey International Hlds L Spon Adr (WKEY) | 0.2 | $389k | 50k | 7.85 | |
| Sealsq Corp Ord Shs (LAES) | 0.2 | $380k | 101k | 3.78 | |
| Walt Disney Company (DIS) | 0.2 | $322k | 2.8k | 113.77 | |
| Wells Fargo & Company (WFC) | 0.1 | $301k | 3.2k | 93.21 | |
| International Business Machines (IBM) | 0.1 | $297k | 1.0k | 296.21 | |
| Canary Capital Group Llx Canary Hbar Etf (HBR) | 0.1 | $294k | 20k | 14.63 | |
| Bristol Myers Squibb (BMY) | 0.1 | $292k | 5.4k | 53.94 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $269k | 6.9k | 38.73 | |
| Costco Wholesale Corporation (COST) | 0.1 | $268k | 311.00 | 862.55 | |
| Visa Com Cl A (V) | 0.1 | $265k | 754.00 | 350.73 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $264k | 466.00 | 566.36 | |
| Air Products & Chemicals (APD) | 0.1 | $250k | 1.0k | 247.05 | |
| Southern Company (SO) | 0.1 | $228k | 2.6k | 87.22 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $221k | 8.0k | 27.43 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $219k | 7.1k | 30.96 | |
| Philip Morris International (PM) | 0.1 | $202k | 1.3k | 160.40 | |
| Pfizer (PFE) | 0.1 | $201k | 8.1k | 24.90 | |
| United States Antimony (UAMY) | 0.0 | $81k | 16k | 5.02 | |
| Procap Finl Com Shs (BRR) | 0.0 | $71k | 20k | 3.53 |
