Finer Wealth Management, Inc. Portfolio Holdings

Finer Wealth Management, Inc.

  • $182 Million
  • Q2 2025

Finer Wealth Management, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $182 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.7M, Apple Inc. with a value of $13.8M, Nvidia Corp with a value of $13.6M, Eli Lilly & CO with a value of $11.4M, and Meta Platforms, Inc. with a value of $10.1M.

Examining the 13F form we can see an increase of $17.2M in the current position value, from $165M to 182M.

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 $182 Million
Technology: $67.3 Million
Communication Services: $25.5 Million
Consumer Defensive: $16.8 Million
Healthcare: $16.6 Million
Consumer Cyclical: $15 Million
Financial Services: $11.5 Million
Energy: $10.4 Million
ETFs: $8.93 Million
Other: $10.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$14.7 Million 8.06% of portfolio
29,509
Q2 2025 Reduced 0.43%
$3.69T
$13.8 Million 7.6% of portfolio
67,477
Q2 2025 Reduced 0.04%
$456B
$13.6 Million 7.44% of portfolio
85,774
Q2 2025 Added 0.69%
$608B
$11.4 Million 6.23% of portfolio
14,564
Q2 2025 Reduced 2.89%
$1.78T
$10.1 Million 5.55% of portfolio
13,694
Q2 2025 Added 0.82%
$2.26T
$9.65 Million 5.3% of portfolio
43,975
Q2 2025 Added 1.06%
$3.68B
$8.99 Million 4.94% of portfolio
22,248
Q2 2025 Reduced 2.97%
$1.21T
$6.5 Million 3.57% of portfolio
36,862
Q2 2025 Added 0.97%
$859B
$6.13 Million 3.36% of portfolio
21,137
Q2 2025 Added 1.72%
$281B
$4.78 Million 2.62% of portfolio
48,904
Q2 2025 Added 1.4%
$368B
$3.97 Million 2.18% of portfolio
24,933
Q2 2025 Added 2.79%
$218B
$3.9 Million 2.14% of portfolio
10,041
Q2 2025 Added 3.73%
$203B
$3.83 Million 2.1% of portfolio
132,384
Q2 2025 Added 25.56%
$203B
$3.39 Million 1.86% of portfolio
42,762
Q2 2025 Added 1.02%
$232B
$3.38 Million 1.86% of portfolio
12,398
Q2 2025 Added 1.3%
$53.7B
$3.34 Million 1.84% of portfolio
184,413
Q2 2025 Added 4.92%
$182B
$3.09 Million 1.7% of portfolio
71,425
Q2 2025 Added 30.47%
$179B
$2.91 Million 1.6% of portfolio
31,939
Q2 2025 Added 3.92%
$222B
$2.81 Million 1.54% of portfolio
9,622
Q2 2025 Added 4.73%
$442B
$2.74 Million 1.51% of portfolio
25,455
Q2 2025 Reduced 0.79%
$1.27T
$2.65 Million 1.45% of portfolio
11,701
Q2 2025 Reduced 1.87%
$66.3B
$2.43 Million 1.33% of portfolio
28,652
Q2 2025 Reduced 1.25%
$202B
$2.31 Million 1.27% of portfolio
17,457
Q2 2025 Added 6.94%
$302B
$2.26 Million 1.24% of portfolio
15,780
Q2 2025 Reduced 2.05%
$306B
$1.89 Million 1.04% of portfolio
26,719
Q2 2025 Reduced 0.26%
$4.31B
$1.77 Million 0.97% of portfolio
32,942
Q2 2025 Added 2.68%
$1.08T
$1.75 Million 0.96% of portfolio
5,497
Q2 2025 Added 12.41%
$113B
$1.74 Million 0.96% of portfolio
3,763
Q2 2025 Added 12.43%
$367B
$1.52 Million 0.83% of portfolio
11,129
Q2 2025 Added 48.31%
$295B
$1.36 Million 0.74% of portfolio
1,693
Q2 2025 New
$118B
$1.26 Million 0.69% of portfolio
21,421
Q2 2025 Added 1.7%
$0
$1.16 Million 0.63% of portfolio
9,135
Q2 2025 Reduced 2.41%
$293B
$1.11 Million 0.61% of portfolio
16,021
Q2 2025 Reduced 2.19%
$33.5B
$1.06 Million 0.58% of portfolio
41,110
Q2 2025 Reduced 0.29%
$106B
$1.06 Million 0.58% of portfolio
3,472
Q2 2025 Reduced 4.62%
$177B
$1.03 Million 0.57% of portfolio
5,299
Q2 2025 Reduced 5.27%
$127B
$1.03 Million 0.56% of portfolio
3,722
Q2 2025 Added 1.89%
$1.24T
$1.01 Million 0.55% of portfolio
5,695
Q2 2025 Added 2.34%
$381B
$913,000 0.5% of portfolio
19,308
Q2 2025 Reduced 8.4%
$0
$891,000 0.49% of portfolio
35,231
Q2 2025 Reduced 10.3%
$229B
$845,000 0.46% of portfolio
5,790
Q2 2025 Reduced 2.34%
$0
$796,000 0.44% of portfolio
1,289
Q2 2025 Added 0.16%
$39.6B
$745,000 0.41% of portfolio
10,942
Q3 2024 New
$130B
$749,000 0.41% of portfolio
15,846
Q1 2025 Reduced 0.31%
$452B
$686,000 0.38% of portfolio
4,492
Q2 2025 Reduced 7.51%
$153B
$668,000 0.37% of portfolio
1,315
Q2 2025 Reduced 9.62%
$0
$631,000 0.35% of portfolio
5,763
Q2 2025 Reduced 2.01%
$21.1B
$623,000 0.34% of portfolio
9,000
Q3 2024 New
$545B
$625,000 0.34% of portfolio
467
Q1 2025 Reduced 3.31%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $182 Million
  • Prior Value $165 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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