Finer Wealth Management, Inc. Portfolio Holdings

Finer Wealth Management, Inc.

  • $195 Million
  • Q3 2025

Finer Wealth Management, Inc. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $195 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 $17.4M, Nvidia Corp with a value of $15.9M, Microsoft Corp with a value of $15.3M, Eli Lilly & CO with a value of $11M, and Meta Platforms, Inc. with a value of $10M.

Examining the 13F form we can see an increase of $12.8M in the current position value, from $182M to 195M.

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 $195 Million
Technology: $74.4 Million
Communication Services: $28 Million
Consumer Defensive: $16.9 Million
Healthcare: $16.9 Million
Consumer Cyclical: $16 Million
Financial Services: $11.8 Million
Energy: $10.1 Million
ETFs: $9.49 Million
Other: $11.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$17.4 Million 8.91% of portfolio
68,202
Q3 2025 Added 1.07%
$465B
$15.9 Million 8.18% of portfolio
85,482
Q3 2025 Reduced 0.34%
$3.78T
$15.3 Million 7.86% of portfolio
29,588
Q3 2025 Added 0.27%
$971B
$11 Million 5.64% of portfolio
14,410
Q3 2025 Reduced 1.06%
$1.37T
$10 Million 5.15% of portfolio
13,674
Q3 2025 Reduced 0.15%
$2.39T
$9.68 Million 4.97% of portfolio
44,099
Q3 2025 Added 0.28%
$1.65T
$8.94 Million 4.58% of portfolio
36,755
Q3 2025 Reduced 0.29%
$1.87B
$7.17 Million 3.68% of portfolio
22,248
Q2 2025 Reduced 2.97%
$881B
$6.69 Million 3.43% of portfolio
21,203
Q3 2025 Added 0.31%
$279B
$5.02 Million 2.58% of portfolio
48,757
Q3 2025 Reduced 0.3%
$291B
$4.85 Million 2.49% of portfolio
10,162
Q3 2025 Added 1.21%
$346B
$3.89 Million 2.0% of portfolio
25,334
Q3 2025 Added 1.61%
$235B
$3.68 Million 1.89% of portfolio
43,834
Q3 2025 Added 2.51%
$388B
$3.65 Million 1.87% of portfolio
22,568
Q3 2025 Added 3.25%
$181B
$3.65 Million 1.87% of portfolio
129,407
Q3 2025 Reduced 2.25%
$1.46T
$3.23 Million 1.65% of portfolio
11,550
Q3 2025 Reduced 1.29%
$167B
$3.06 Million 1.57% of portfolio
32,004
Q3 2025 Added 0.2%
$52.5B
$3.04 Million 1.56% of portfolio
176,913
Q3 2025 Reduced 4.07%
$224B
$3.04 Million 1.56% of portfolio
9,990
Q3 2025 Added 3.82%
$237B
$3.01 Million 1.55% of portfolio
12,716
Q3 2025 Added 2.56%
$490B
$2.83 Million 1.45% of portfolio
25,130
Q3 2025 Reduced 1.28%
$1.29T
$2.72 Million 1.39% of portfolio
6,116
Q3 2025 Added 11.26%
$342B
$2.58 Million 1.32% of portfolio
14,138
Q3 2025 Added 27.04%
$51.1B
$2.57 Million 1.32% of portfolio
28,652
Q2 2025 Reduced 1.25%
$204B
$2.52 Million 1.29% of portfolio
17,921
Q3 2025 Added 2.66%
$303B
$2.42 Million 1.24% of portfolio
15,601
Q3 2025 Reduced 1.13%
$123B
$1.84 Million 0.95% of portfolio
3,695
Q3 2025 Reduced 1.81%
$306B
$1.77 Million 0.91% of portfolio
26,719
Q2 2025 Reduced 0.26%
$405B
$1.64 Million 0.84% of portfolio
1,693
Q2 2025 New
$4.4B
$1.54 Million 0.79% of portfolio
30,780
Q3 2025 Reduced 6.56%
$1.74T
$1.38 Million 0.71% of portfolio
5,677
Q3 2025 Reduced 0.32%
$104B
$1.37 Million 0.7% of portfolio
20,760
Q3 2025 Reduced 3.09%
$0
$1.35 Million 0.69% of portfolio
9,380
Q3 2025 Added 2.68%
$130B
$1.28 Million 0.65% of portfolio
3,590
Q3 2025 Added 3.4%
$139B
$1.23 Million 0.63% of portfolio
3,723
Q3 2025 Added 0.03%
$319B
$1.1 Million 0.56% of portfolio
16,021
Q2 2025 Reduced 2.19%
$258B
$947,000 0.49% of portfolio
5,662
Q3 2025 Reduced 2.21%
$177B
$935,000 0.48% of portfolio
4,807
Q3 2025 Reduced 9.28%
$30.4B
$909,000 0.47% of portfolio
34,924
Q3 2025 Reduced 15.05%
$413B
$887,000 0.46% of portfolio
17,209
Q3 2025 Reduced 10.87%
$44.1B
$882,000 0.45% of portfolio
10,942
Q3 2024 New
$0
$835,000 0.43% of portfolio
29,953
Q3 2025 Reduced 14.98%
$0
$844,000 0.43% of portfolio
1,267
Q3 2025 Reduced 1.71%
$123B
$827,000 0.42% of portfolio
15,583
Q3 2025 Reduced 1.66%
$522B
$764,000 0.39% of portfolio
4,125
Q3 2025 Reduced 8.17%
$21.5B
$659,000 0.34% of portfolio
9,000
Q3 2024 New
$265B
$637,000 0.33% of portfolio
801
Q3 2025 Reduced 0.74%
$0
$627,000 0.32% of portfolio
5,625
Q3 2025 Reduced 2.39%
$25.4B
$618,000 0.32% of portfolio
8,689
Q3 2025 Reduced 0.26%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $195 Million
  • Prior Value $182 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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