Finer Wealth Management as of March 31, 2026
Portfolio Holdings for Finer Wealth Management
Finer Wealth Management holds 86 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 8.7 | $17M | 68k | 253.79 | |
| NVIDIA Corporation (NVDA) | 7.2 | $14M | 83k | 174.40 | |
| Eli Lilly & Co. (LLY) | 6.1 | $12M | 13k | 919.78 | |
| Microsoft Corporation (MSFT) | 6.0 | $12M | 32k | 370.17 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $10M | 36k | 287.56 | |
| Amazon (AMZN) | 4.6 | $9.2M | 44k | 208.27 | |
| Meta Platforms Cl A (META) | 4.0 | $7.9M | 14k | 572.14 | |
| Caterpillar (CAT) | 3.5 | $7.1M | 10k | 708.45 | |
| JPMorgan Chase & Co. (JPM) | 3.1 | $6.2M | 21k | 294.16 | |
| Wal-Mart Stores (WMT) | 3.1 | $6.1M | 49k | 124.28 | |
| Merck & Co (MRK) | 2.7 | $5.5M | 45k | 120.29 | |
| Advanced Micro Devices (AMD) | 2.3 | $4.5M | 22k | 203.43 | |
| Exxon Mobil Corporation (XOM) | 2.2 | $4.3M | 25k | 169.66 | |
| At&t (T) | 1.9 | $3.8M | 132k | 28.99 | |
| Procter & Gamble Company (PG) | 1.9 | $3.8M | 26k | 144.44 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.9 | $3.7M | 11k | 337.95 | |
| Verizon Communications (VZ) | 1.8 | $3.5M | 70k | 50.20 | |
| McDonald's Corporation (MCD) | 1.7 | $3.3M | 11k | 310.79 | |
| Chevron Corporation (CVX) | 1.6 | $3.2M | 15k | 206.90 | |
| Charles Schwab Corporation (SCHW) | 1.5 | $3.0M | 32k | 93.98 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.4 | $2.7M | 71k | 38.42 | |
| Tesla Motors (TSLA) | 1.3 | $2.6M | 7.0k | 371.78 | |
| Palantir Technologies Cl A (PLTR) | 1.3 | $2.6M | 18k | 146.28 | |
| Pepsi (PEP) | 1.2 | $2.4M | 16k | 155.29 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.1 | $2.1M | 1.6k | 1320.83 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $2.1M | 4.9k | 430.29 | |
| Coca-Cola Company (KO) | 1.1 | $2.1M | 28k | 76.05 | |
| salesforce (CRM) | 1.0 | $2.0M | 11k | 186.67 | |
| Strategy Cl A New (MSTR) | 1.0 | $2.0M | 16k | 124.80 | |
| Altria (MO) | 0.9 | $1.7M | 26k | 65.99 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $1.6M | 5.7k | 286.88 | |
| Raytheon Technologies Corp (RTX) | 0.7 | $1.5M | 7.6k | 192.90 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.7 | $1.4M | 17k | 82.57 | |
| Ishares Tr Msci Ireland Etf (EIRL) | 0.7 | $1.4M | 21k | 68.86 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.7 | $1.4M | 13k | 108.99 | |
| Ishares Tr Ishares Biotech (IBB) | 0.7 | $1.3M | 8.0k | 168.85 | |
| Lockheed Martin Corporation (LMT) | 0.6 | $1.3M | 2.1k | 604.39 | |
| Broadcom (AVGO) | 0.6 | $1.3M | 4.1k | 309.53 | |
| Cisco Systems (CSCO) | 0.6 | $1.3M | 16k | 77.59 | |
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.6 | $1.1M | 22k | 52.76 | |
| Johnson & Johnson (JNJ) | 0.5 | $990k | 4.0k | 244.46 | |
| British Amern Tob Sponsored Adr (BTI) | 0.5 | $956k | 16k | 58.47 | |
| Micron Technology (MU) | 0.5 | $933k | 2.8k | 337.87 | |
| Xcel Energy (XEL) | 0.4 | $869k | 11k | 79.44 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $859k | 1.3k | 650.26 | |
| Ishares Silver Tr Ishares (SLV) | 0.4 | $845k | 12k | 68.14 | |
| Costco Wholesale Corporation (COST) | 0.4 | $765k | 768.00 | 996.53 | |
| Bank of America Corporation (BAC) | 0.4 | $765k | 16k | 48.75 | |
| Grayscale Ethereum Staking E SHS (ETHE) | 0.4 | $744k | 44k | 17.07 | |
| Intel Corporation (INTC) | 0.4 | $720k | 16k | 44.13 | |
| CMS Energy Corporation (CMS) | 0.4 | $698k | 9.0k | 77.58 | |
| Deere & Company (DE) | 0.3 | $686k | 1.2k | 563.48 | |
| Eversource Energy (ES) | 0.3 | $612k | 8.8k | 69.28 | |
| UnitedHealth (UNH) | 0.3 | $594k | 2.2k | 270.59 | |
| Goldman Sachs (GS) | 0.3 | $571k | 675.00 | 845.96 | |
| Abbvie (ABBV) | 0.3 | $504k | 2.3k | 217.51 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.3 | $502k | 17k | 29.99 | |
| Netflix (NFLX) | 0.2 | $493k | 5.1k | 96.15 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $481k | 25k | 19.30 | |
| CenterPoint Energy (CNP) | 0.2 | $477k | 11k | 43.16 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $450k | 16k | 29.08 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $444k | 679.00 | 653.23 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $430k | 2.0k | 215.06 | |
| Home Depot (HD) | 0.2 | $419k | 1.3k | 328.91 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $410k | 856.00 | 479.20 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $378k | 1.9k | 194.14 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $357k | 12k | 29.13 | |
| Kraft Heinz (KHC) | 0.2 | $328k | 15k | 22.49 | |
| Southern Company (SO) | 0.2 | $325k | 3.4k | 96.51 | |
| United Sts Oil Units (USO) | 0.2 | $325k | 2.6k | 127.25 | |
| Southern Copper Corporation (SCCO) | 0.2 | $323k | 1.9k | 172.09 | |
| Pfizer (PFE) | 0.2 | $316k | 11k | 28.08 | |
| Walt Disney Company (DIS) | 0.2 | $312k | 3.2k | 96.38 | |
| Wisekey International Hlds L Spon Adr (WKEY) | 0.2 | $304k | 50k | 6.14 | |
| Bristol Myers Squibb (BMY) | 0.2 | $303k | 5.0k | 60.65 | |
| Air Products & Chemicals (APD) | 0.1 | $289k | 996.00 | 290.56 | |
| Sealsq Corp Ord Shs (LAES) | 0.1 | $263k | 101k | 2.62 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $254k | 8.3k | 30.68 | |
| Wells Fargo & Company (WFC) | 0.1 | $254k | 3.2k | 79.60 | |
| International Business Machines (IBM) | 0.1 | $243k | 1.0k | 242.40 | |
| Canary Capital Group Llx Canary Hbar Etf (HBR) | 0.1 | $238k | 20k | 11.91 | |
| Visa Com Cl A (V) | 0.1 | $228k | 754.00 | 302.28 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $215k | 466.00 | 460.99 | |
| Philip Morris International (PM) | 0.1 | $208k | 1.3k | 165.34 | |
| Ford Motor Company (F) | 0.1 | $158k | 14k | 11.54 | |
| United States Antimony (UAMY) | 0.1 | $141k | 16k | 8.73 |
