Finer Wealth Management, Inc. Portfolio Holdings

Finer Wealth Management, Inc.

  • $152 Million
  • Q1 2024

Finer Wealth Management, Inc. has filed its 13F form on April 26, 2024 for Q1 2024 where it was disclosed a total value porftolio of $152 Million distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $13.1M, Microsoft Corp with a value of $11.7M, Apple Inc. with a value of $11.7M, Amazon Com Inc with a value of $8.11M, and Nvidia Corp with a value of $6.76M.

Examining the 13F form we can see an increase of $18M in the current position value, from $134M to 152M.

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 $152 Million
Technology: $44.4 Million
Healthcare: $26.3 Million
Communication Services: $18.4 Million
Consumer Defensive: $13.7 Million
Consumer Cyclical: $12 Million
Energy: $9.95 Million
Financial Services: $9.92 Million
ETFs: $6.71 Million
Other: $10.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$860B
$13.1 Million 8.61% of portfolio
16,845
Q1 2024 Reduced 4.53%
$3.33T
$11.7 Million 7.7% of portfolio
27,866
Q1 2024 Added 1.43%
$3.38T
$11.7 Million 7.66% of portfolio
67,999
Q1 2024 Added 2.02%
$1.97T
$8.11 Million 5.33% of portfolio
44,962
Q1 2024 Added 6.3%
$308B
$6.76 Million 4.44% of portfolio
7,479
Q1 2024 Added 8.27%
$1.13T
$6.58 Million 4.32% of portfolio
13,558
Q1 2024 Added 3.33%
$314B
$5.94 Million 3.9% of portfolio
45,042
Q1 2024 Added 1.79%
$1.09T
$5.49 Million 3.6% of portfolio
36,365
Q1 2024 Added 3.99%
$593B
$4.26 Million 2.8% of portfolio
21,252
Q1 2024 Added 10.29%
$391B
$4 Million 2.63% of portfolio
24,670
Q1 2024 Added 4.59%
$176B
$3.73 Million 2.45% of portfolio
10,170
Q1 2024 Added 4.04%
$257B
$3.67 Million 2.41% of portfolio
12,193
Q1 2024 Added 6.84%
$127B
$3.28 Million 2.15% of portfolio
74,210
Q1 2024 Added 5.61%
$480B
$3.09 Million 2.03% of portfolio
26,564
Q1 2024 Reduced 0.58%
$184B
$2.97 Million 1.95% of portfolio
49,317
Q1 2024 Added 218.85%
$262B
$2.85 Million 1.87% of portfolio
15,817
Q1 2024 Added 19.32%
$306B
$2.45 Million 1.61% of portfolio
15,530
Q1 2024 Reduced 0.86%
$50.1B
$2.42 Million 1.59% of portfolio
153,726
Q1 2024 Added 34.27%
$173B
$2.32 Million 1.53% of portfolio
55,407
Q1 2024 Added 1.22%
$88.3B
$2.27 Million 1.49% of portfolio
41,795
Q1 2024 Reduced 11.93%
$187B
$2.26 Million 1.48% of portfolio
8,003
Q1 2024 Added 9.81%
$136B
$2.23 Million 1.47% of portfolio
126,908
Q1 2024 Reduced 1.31%
$319B
$1.82 Million 1.19% of portfolio
47,876
Q1 2024 Reduced 24.49%
$157B
$1.68 Million 1.1% of portfolio
60,486
Q1 2024 Reduced 19.33%
$39.5B
$1.61 Million 1.06% of portfolio
43,688
Q1 2024 Added 5.81%
$134B
$1.6 Million 1.05% of portfolio
22,084
Q1 2024 Added 54.92%
$217B
$1.58 Million 1.04% of portfolio
2,721
Q1 2024 Reduced 8.29%
$901B
$1.55 Million 1.02% of portfolio
11,401
Q1 2024 Added 20.94%
$4.74B
$1.54 Million 1.01% of portfolio
25,601
Q1 2024 Added 14.93%
$382B
$1.39 Million 0.91% of portfolio
8,805
Q1 2024 Reduced 21.24%
$0
$1.24 Million 0.81% of portfolio
38,446
Q1 2024 Reduced 17.42%
$113B
$1.24 Million 0.81% of portfolio
3,021
Q1 2024 Reduced 26.3%
$36.9B
$1.2 Million 0.79% of portfolio
19,021
Q1 2024 New
$122B
$1.05 Million 0.69% of portfolio
2,310
Q1 2024 Added 45.47%
$74.2B
$971,000 0.64% of portfolio
4,724
Q1 2024 Reduced 10.38%
$195B
$900,000 0.59% of portfolio
18,041
Q1 2024 Reduced 0.69%
$1.12T
$845,000 0.56% of portfolio
5,552
Q1 2024 Added 2.93%
$57.2B
$852,000 0.56% of portfolio
3,518
Q1 2024 Reduced 21.39%
$0
$779,000 0.51% of portfolio
1,491
Q1 2024 Added 0.74%
$177B
$742,000 0.49% of portfolio
4,264
Q1 2024 Added 75.84%
$154B
$713,000 0.47% of portfolio
1,708
Q1 2024 Reduced 17.45%
$81.6B
$678,000 0.45% of portfolio
15,545
Q1 2024 Reduced 0.43%
$29.2B
$685,000 0.45% of portfolio
12,750
Q4 2021 New
$46.6B
$661,000 0.43% of portfolio
5,116
Q1 2024 Reduced 17.36%
$429B
$659,000 0.43% of portfolio
2,363
Q1 2024 Reduced 29.53%
$181B
$650,000 0.43% of portfolio
5,317
Q1 2024 Reduced 16.45%
$625B
$646,000 0.42% of portfolio
3,677
Q1 2024 Added 0.66%
$275B
$617,000 0.41% of portfolio
10,101
Q4 2023 Added 0.02%
$352B
$621,000 0.41% of portfolio
1,620
Q1 2024 Added 2.08%

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $152 Million
  • Prior Value $134 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 26, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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