Finer Wealth Management, Inc. Portfolio Holdings

Finer Wealth Management, Inc.

  • $165 Million
  • Q1 2025

Finer Wealth Management, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $165 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15M, Eli Lilly & CO with a value of $12.4M, Microsoft Corp with a value of $11.1M, Nvidia Corp with a value of $9.23M, and Amazon Com Inc with a value of $8.28M.

Examining the 13F form we can see an decrease of $7.35M in the current position value, from $172M to 165M.

Finer Wealth Management, Inc. is based out at Salem, MA

Below you can find more details about Finer Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $165 Million
Technology: $55.2 Million
Communication Services: $20.6 Million
Healthcare: $19.7 Million
Consumer Defensive: $16.5 Million
Consumer Cyclical: $13.4 Million
Energy: $11.2 Million
Financial Services: $10 Million
ETFs: $8.53 Million
Other: $9.66 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.43T
$15 Million 9.09% of portfolio
67,506
Q1 2025 Reduced 1.72%
$709B
$12.4 Million 7.51% of portfolio
14,998
Q1 2025 Reduced 3.31%
$3.91T
$11.1 Million 6.75% of portfolio
29,636
Q1 2025 Added 0.59%
$447B
$9.23 Million 5.6% of portfolio
85,188
Q1 2025 Added 6.16%
$2.26T
$8.28 Million 5.02% of portfolio
43,515
Q1 2025 Reduced 1.75%
$1.72T
$7.83 Million 4.75% of portfolio
13,582
Q1 2025 Reduced 0.93%
$3.51B
$6.61 Million 4.01% of portfolio
22,929
Q1 2025 Added 2.07%
$1.16T
$5.65 Million 3.42% of portfolio
36,507
Q1 2025 Reduced 0.3%
$855B
$5.1 Million 3.09% of portfolio
20,780
Q1 2025 Added 1.7%
$281B
$4.23 Million 2.57% of portfolio
48,229
Q1 2025 Added 0.2%
$362B
$4.13 Million 2.51% of portfolio
24,256
Q1 2025 Added 1.3%
$201B
$3.8 Million 2.3% of portfolio
42,332
Q1 2025 Added 0.65%
$249B
$3.28 Million 1.99% of portfolio
12,239
Q1 2025 Added 1.43%
$55.1B
$3.27 Million 1.98% of portfolio
175,770
Q1 2025 Added 1.81%
$226B
$3.19 Million 1.94% of portfolio
9,680
Q1 2025 Added 2.66%
$444B
$3.05 Million 1.85% of portfolio
25,657
Q1 2025 Added 3.41%
$226B
$2.87 Million 1.74% of portfolio
9,187
Q1 2025 Added 3.41%
$299B
$2.7 Million 1.63% of portfolio
16,111
Q1 2025 Added 4.26%
$178B
$2.48 Million 1.51% of portfolio
54,744
Q1 2025 Added 4.55%
$194B
$2.45 Million 1.48% of portfolio
16,324
Q1 2025 Added 3.6%
$176B
$2.41 Million 1.46% of portfolio
30,733
Q1 2025 Added 5.77%
$83.8B
$2.13 Million 1.29% of portfolio
93,627
Q1 2025 Reduced 20.53%
$263B
$2.06 Million 1.25% of portfolio
20,079
Q1 2025 Added 2.39%
$1.2T
$1.98 Million 1.2% of portfolio
11,924
Q1 2025 Reduced 0.48%
$301B
$1.92 Million 1.16% of portfolio
26,789
Q1 2025 Reduced 0.87%
$61.9B
$1.89 Million 1.15% of portfolio
29,014
Q1 2025 Reduced 5.08%
$4.48B
$1.86 Million 1.13% of portfolio
32,083
Q1 2025 Added 3.4%
$114B
$1.5 Million 0.91% of portfolio
3,347
Q1 2025 Added 5.85%
$113B
$1.26 Million 0.77% of portfolio
21,063
Q4 2024 Reduced 0.39%
$1.01T
$1.27 Million 0.77% of portfolio
4,890
Q1 2025 Added 32.59%
$33.4B
$1.25 Million 0.76% of portfolio
41,228
Q1 2025 Added 4.08%
$0
$1.2 Million 0.73% of portfolio
9,361
Q1 2025 Added 9.15%
$176B
$1.1 Million 0.67% of portfolio
2,214
Q1 2025 Reduced 1.56%
$177B
$1.09 Million 0.66% of portfolio
5,594
Q1 2025 Reduced 3.72%
$107B
$1.05 Million 0.64% of portfolio
3,640
Q1 2025 Reduced 23.4%
$284B
$1.01 Million 0.61% of portfolio
16,380
Q3 2024 Added 17.8%
$0
$920,000 0.56% of portfolio
39,275
Q1 2025 Reduced 9.45%
$364B
$879,000 0.53% of portfolio
21,079
Q1 2025 Reduced 4.19%
$1.2T
$869,000 0.53% of portfolio
5,565
Q1 2025 Reduced 0.05%
$446B
$805,000 0.49% of portfolio
4,857
Q1 2025 Reduced 0.16%
$229B
$785,000 0.48% of portfolio
5,929
Q1 2025 Reduced 0.65%
$95.3B
$795,000 0.48% of portfolio
13,047
Q1 2025 Reduced 17.69%
$40.1B
$774,000 0.47% of portfolio
10,942
Q3 2024 New
$0
$719,000 0.44% of portfolio
1,287
Q1 2025 Reduced 8.33%
$21.5B
$675,000 0.41% of portfolio
9,000
Q3 2024 New
$154B
$682,000 0.41% of portfolio
1,455
Q1 2025 Reduced 4.59%
$126B
$655,000 0.4% of portfolio
15,846
Q1 2025 Reduced 0.31%
$64.1B
$648,000 0.39% of portfolio
2,200
Q1 2025 Reduced 3.21%
$46.1B
$641,000 0.39% of portfolio
4,512
Q1 2025 Reduced 0.77%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $165 Million
  • Prior Value $172 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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