Finer Wealth Management, Inc. Reduced Holdings in Q2 2025

Finer Wealth Management, Inc.

  • $182 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
INTC
Intel Corp

Technology
-75.4K
- 80.56%
$18.13 - $22.69 $1.37M - $1.71M
18.2K $407K
AAPL
Apple Inc.

Technology
-29
- 0.04%
$172.42 - $223.89 $5K - $6.49K
67.5K $13.8M
LLY
Eli Lilly & CO

Healthcare
-434
- 2.89%
$713.71 - $898.95 $310K - $390K
14.6K $11.4M
CVX
Chevron Corp

Energy
-331
- 2.05%
$133.73 - $168.51 $44.3K - $55.8K
15.8K $2.26M
XOM
Exxon Mobil Corp

Energy
-202
- 0.79%
$99.93 - $119.04 $20.2K - $24K
25.5K $2.74M
BMY
Bristol Myers Squibb CO

Healthcare
-2.05K
- 15.7%
$44.12 - $59.6 $90.4K - $122K
11K $509K
APD
Air Products & Chemicals, Inc.

Basic Materials
-760
- 34.55%
$248.61 - $294.96 $189K - $224K
1.44K $406K
KHC
Kraft Heinz CO

Consumer Defensive
-118
- 0.29%
$25.61 - $30.81 $3.02K - $3.64K
41.1K $1.06M
JNJ
Johnson & Johnson

Healthcare
-365
- 7.51%
$146.36 - $159.82 $53.4K - $58.3K
4.49K $686K
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.79K
- 22.81%
$29.0 - $30.68 $80.8K - $85.5K
9.43K $289K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.96K
- 15.29%
$24.32 - $27.87 $47.6K - $54.5K
10.8K $287K
V
Visa Inc.

Financial Services
-207
- 18.57%
$308.27 - $373.31 $63.8K - $77.3K
908 $322K
TXN
Texas Instruments Inc

Technology
-295
- 5.27%
N/A
5.3K $1.03M
HD
Home Depot, Inc.

Consumer Cyclical
-118
- 8.19%
$335.24 - $380.78 $39.6K - $44.9K
1.32K $484K
IBB
Ishares Biotechnology ETF

ETFs
-226
- 2.41%
$112.02 - $129.0 $25.3K - $29.2K
9.14K $1.16M
EPD
Enterprise Products Partners L.P.

Energy
-242
- 2.32%
$28.95 - $34.22 $7.01K - $8.28K
10.2K $316K
USO
United States Oil Fund, LP

ETFs
-246
- 7.96%
$62.37 - $83.12 $15.3K - $20.4K
2.84K $207K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-4.04K
- 10.3%
$20.42 - $25.3 $82.6K - $102K
35.2K $891K
KO
Coca Cola CO

Consumer Defensive
-70
- 0.26%
$68.37 - $73.9 $4.79K - $5.17K
26.7K $1.89M
SO
Southern CO

Utilities
-174
- 6.2%
$84.91 - $92.56 $14.8K - $16.1K
2.63K $241K
DE
Deere & CO

Industrials
-140
- 9.62%
$412.99 - $531.48 $57.8K - $74.4K
1.32K $668K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-118
- 2.01%
$105.23 - $109.61 $12.4K - $12.9K
5.76K $631K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-468
- 35.56%
$177.93 - $313.14 $83.3K - $147K
848 $265K
Grayscale Ethereum Trust ETF
-170
- 0.69%
N/A
24.4K $0
Grayscale Bitcoin Mini Tr Et
-100
- 1.73%
N/A
5.68K $0
DIS
Walt Disney CO

Communication Services
-702
- 19.82%
$81.72 - $124.01 $57.4K - $87.1K
2.84K $352K
GLD
Spdr Gold Trust

ETFs
-168
- 4.62%
$273.71 - $316.29 $46K - $53.1K
3.47K $1.06M
IVV
Ishares Core S&P 500 ETF

ETFs
-49
- 6.62%
$498.8 - $620.9 $24.4K - $30.4K
691 $429K
WFC
Wells Fargo & Company

Financial Services
-62
- 1.86%
$60.98 - $80.12 $3.78K - $4.97K
3.26K $261K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.24K
- 8.34%
$22.27 - $29.21 $27.6K - $36.2K
13.6K $397K
GS
Goldman Sachs Group Inc

Financial Services
-184
- 18.57%
$462.22 - $707.75 $85K - $130K
807 $571K
BAC
Bank Of America Corp

Financial Services
-1.77K
- 8.4%
$34.39 - $47.46 $60.9K - $84.1K
19.3K $913K
RTX
Raytheon Technologies Corp

Industrials
-139
- 2.34%
$113.75 - $148.48 $15.8K - $20.6K
5.79K $845K
CSCO
Cisco Systems, Inc.

Technology
-359
- 2.19%
$53.19 - $69.38 $19.1K - $24.9K
16K $1.11M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-362
- 1.25%
$60.61 - $87.72 $21.9K - $31.8K
28.7K $2.43M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-223
- 1.87%
$141.37 - $228.57 $31.5K - $51K
11.7K $2.65M
MSTR
Microstrategy Inc

Technology
-681
- 2.97%
$237.95 - $421.61 $162K - $287K
22.2K $8.99M
MSFT
Microsoft Corp

Technology
-127
- 0.43%
$354.56 - $497.45 $45K - $63.2K
29.5K $14.7M
Activity Summary
Buys All Purchases 34 New Holdings 7 Increased Positions 27 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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