Finer Wealth Management, Inc. Portfolio Holdings

Finer Wealth Management, Inc.

  • $172 Million
  • Q4 2024

Finer Wealth Management, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $172 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.2M, Microsoft Corp with a value of $12.4M, Eli Lilly & CO with a value of $12M, Nvidia Corp with a value of $10.8M, and Amazon Com Inc with a value of $9.72M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $161M to 172M.

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 $172 Million
Technology: $61.4 Million
Communication Services: $21.3 Million
Healthcare: $19.7 Million
Consumer Defensive: $15.9 Million
Consumer Cyclical: $14.9 Million
Energy: $10.2 Million
Financial Services: $9.63 Million
ETFs: $9.45 Million
Other: $9.61 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$17.2 Million 9.99% of portfolio
68,684
Q4 2024 Added 0.76%
$3.05T
$12.4 Million 7.21% of portfolio
29,462
Q4 2024 Added 2.3%
$814B
$12 Million 6.95% of portfolio
15,511
Q4 2024 Reduced 2.84%
$347B
$10.8 Million 6.26% of portfolio
80,242
Q4 2024 Reduced 1.19%
$2.31T
$9.72 Million 5.64% of portfolio
44,289
Q4 2024 Added 1.4%
$1.61T
$8.09 Million 4.69% of portfolio
13,710
Q4 2024 Reduced 0.57%
$1.1T
$6.93 Million 4.02% of portfolio
36,617
Q4 2024 Added 2.05%
$3.12B
$6.51 Million 3.78% of portfolio
22,465
Q4 2024 New
$821B
$4.9 Million 2.84% of portfolio
20,433
Q4 2024 Added 2.66%
$282B
$4.35 Million 2.52% of portfolio
48,133
Q4 2024 Added 1.88%
$211B
$4.18 Million 2.43% of portfolio
42,057
Q4 2024 Added 0.05%
$329B
$4.03 Million 2.34% of portfolio
12,067
Q4 2024 Added 0.12%
$392B
$4.01 Million 2.33% of portfolio
23,944
Q4 2024 Added 0.13%
$187B
$3.42 Million 1.99% of portfolio
9,429
Q4 2024 Added 0.92%
$62.7B
$3.38 Million 1.96% of portfolio
172,637
Q4 2024 Added 7.62%
$459B
$2.67 Million 1.55% of portfolio
24,812
Q4 2024 Reduced 1.68%
$199B
$2.4 Million 1.39% of portfolio
15,757
Q4 2024 Added 1.35%
$184B
$2.37 Million 1.37% of portfolio
19,610
Q4 2024 Added 2.6%
$112B
$2.36 Million 1.37% of portfolio
117,820
Q4 2024 Reduced 0.52%
$1.05T
$2.37 Million 1.37% of portfolio
11,981
Q4 2024 Reduced 1.0%
$186B
$2.3 Million 1.34% of portfolio
101,212
Q4 2024 Added 0.63%
$51.6B
$2.28 Million 1.32% of portfolio
30,568
Q4 2024 Added 105.0%
$306B
$2.24 Million 1.3% of portfolio
15,453
Q4 2024 Reduced 1.57%
$148B
$2.15 Million 1.25% of portfolio
29,056
Q4 2024 Added 6.93%
$173B
$2.09 Million 1.22% of portfolio
52,360
Q4 2024 Reduced 6.29%
$299B
$1.68 Million 0.98% of portfolio
27,025
Q4 2024 Reduced 0.01%
$4.86B
$1.6 Million 0.93% of portfolio
31,027
Q4 2024 Added 3.06%
$112B
$1.54 Million 0.89% of portfolio
3,162
Q4 2024 Added 8.66%
$1.12T
$1.49 Million 0.86% of portfolio
3,688
Q4 2024 Added 0.52%
$35.9B
$1.22 Million 0.71% of portfolio
39,613
Q4 2024 Reduced 1.76%
$205B
$1.17 Million 0.68% of portfolio
2,249
Q4 2024 Reduced 5.7%
$93.4B
$1.15 Million 0.67% of portfolio
4,752
Q4 2024 Added 18.68%
$0
$1.13 Million 0.66% of portfolio
8,576
Q4 2024 Added 15.13%
$177B
$1.13 Million 0.66% of portfolio
5,810
Q4 2024 Added 4.12%
$0
$1.12 Million 0.65% of portfolio
43,373
Q4 2024 Added 140.17%
$94.5B
$1.1 Million 0.64% of portfolio
21,063
Q4 2024 Reduced 0.39%
$1.13T
$1.06 Million 0.62% of portfolio
5,568
Q4 2024 Added 0.05%
$373B
$966,000 0.56% of portfolio
22,000
Q4 2024 Reduced 9.76%
$265B
$969,000 0.56% of portfolio
16,380
Q3 2024 Added 17.8%
$116B
$896,000 0.52% of portfolio
15,851
Q4 2024 Reduced 18.79%
$92.6B
$846,000 0.49% of portfolio
3,653
Q4 2024 Added 0.08%
$0
$822,000 0.48% of portfolio
1,404
Q4 2024 Reduced 0.5%
$37.5B
$738,000 0.43% of portfolio
10,942
Q3 2024 New
$405B
$703,000 0.41% of portfolio
4,865
Q4 2024 Reduced 4.04%
$182B
$690,000 0.4% of portfolio
5,968
Q4 2024 Reduced 6.33%
$151B
$646,000 0.38% of portfolio
1,525
Q4 2024 Reduced 4.03%
$70.3B
$659,000 0.38% of portfolio
2,273
Q4 2024 Reduced 3.24%
$0
$627,000 0.36% of portfolio
5,873
Q4 2024 New
$45.8B
$595,000 0.35% of portfolio
4,547
Q3 2024 Reduced 5.82%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $172 Million
  • Prior Value $161 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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