Finer Wealth Management, Inc. Purchases in Q1 2025

Finer Wealth Management, Inc.

  • $165 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
4.23K
+ 4.17%
$21.56 - $28.28 $91.1K - $119K
105K $2.98M
PLTR
Palantir Technologies Inc.

Technology
7.5K
New
$64.98 - $124.62 $488K - $935K
7.5K $633K
CVX
Chevron Corp

Energy
658
+ 4.26%
$146.71 - $167.97 $96.5K - $111K
16.1K $2.7M
VZ
Verizon Communications Inc

Communication Services
2.38K
+ 4.55%
$37.81 - $46.49 $90.1K - $111K
54.7K $2.48M
XOM
Exxon Mobil Corp

Energy
845
+ 3.41%
$105.44 - $118.93 $89.1K - $100K
25.7K $3.05M
MCD
Mcdonalds Corp

Consumer Cyclical
303
+ 3.41%
$279.74 - $321.29 $84.8K - $97.4K
9.19K $2.87M
SUN
Sunoco LP

Energy
1.06K
+ 3.4%
$51.29 - $59.25 $54.2K - $62.6K
32.1K $1.86M
SCHW
Schwab Charles Corp

Financial Services
1.68K
+ 5.77%
$71.24 - $83.64 $119K - $140K
30.7K $2.41M
ABBV
Abb Vie Inc.

Healthcare
1.02K
New
$169.2 - $216.66 $173K - $221K
1.02K $214K
JPM
Jpmorgan Chase & CO

Financial Services
347
+ 1.7%
$225.19 - $279.95 $78.1K - $97.1K
20.8K $5.1M
MSTR
Microstrategy Inc

Technology
464
+ 2.07%
$239.27 - $396.5 $111K - $184K
22.9K $6.61M
IBB
Ishares Biotechnology ETF

ETFs
785
+ 9.15%
$127.9 - $140.56 $100K - $110K
9.36K $1.2M
PEP
Pepsico Inc

Consumer Defensive
567
+ 3.6%
$142.64 - $156.42 $80.9K - $88.7K
16.3K $2.45M
KHC
Kraft Heinz CO

Consumer Defensive
1.62K
+ 4.08%
$28.51 - $32.22 $46K - $52K
41.2K $1.25M
LQD
Ishares Iboxx $ Investment Gra

ETFs
8
+ 0.14%
$105.1 - $109.61 $841 - $877
5.88K $639K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
147
+ 1.16%
$27.01 - $28.54 $3.97K - $4.2K
12.8K $357K
BITF
Bitfarms LTD

Financial Services
12.6K
New
$0.79 - $1.76 $9.95K - $22.2K
12.6K $9K
Ishares Bitcoin Trust ETF
12K
+ 253.38%
N/A
16.8K $0
Nebius Group N.V.
10K
New
N/A
10K $0
EBC
Eastern Bankshares, Inc.

Financial Services
109
+ 0.41%
$15.29 - $19.15 $1.67K - $2.09K
26.6K $436K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 0.2%
$524.81 - $672.19 $1.05K - $1.34K
991 $541K
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.07%
$347.25 - $424.87 $347 - $425
1.44K $527K
SCHG
Schwab Strategic Tr Us Large C

ETFs
196
+ 1.34%
$24.91 - $29.02 $4.88K - $5.69K
14.9K $372K
LMT
Lockheed Martin Corp

Industrials
185
+ 5.85%
$423.19 - $506.29 $78.3K - $93.7K
3.35K $1.5M
WMT
Walmart Inc.

Consumer Defensive
96
+ 0.2%
$84.5 - $105.05 $8.11K - $10.1K
48.2K $4.23M
ET
Energy Transfer LP

Energy
3.13K
+ 1.81%
$17.26 - $21.08 $54.1K - $66K
176K $3.27M
TSLA
Tesla, Inc.

Consumer Cyclical
1.2K
+ 32.59%
$222.15 - $428.22 $267K - $515K
4.89K $1.27M
CAT
Caterpillar Inc

Industrials
251
+ 2.66%
$326.75 - $407.63 $82K - $102K
9.68K $3.19M
AMD
Advanced Micro Devices Inc

Technology
469
+ 2.39%
$96.63 - $129.55 $45.3K - $60.8K
20.1K $2.06M
MRK
Merck & Co., Inc.

Healthcare
275
+ 0.65%
$83.01 - $101.02 $22.8K - $27.8K
42.3K $3.8M
CRM
Salesforce, Inc.

Technology
172
+ 1.43%
$268.36 - $359.95 $46.2K - $61.9K
12.2K $3.28M
MSFT
Microsoft Corp

Technology
174
+ 0.59%
$375.39 - $447.2 $65.3K - $77.8K
29.6K $11.1M
NVDA
Nvidia Corp

Technology
4.95K
+ 6.16%
$106.98 - $149.43 $529K - $739K
85.2K $9.23M
Activity Summary
Buys All Purchases 34 New Holdings 4 Increased Positions 30 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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