Finer Wealth Management, Inc. Portfolio Holdings

Finer Wealth Management, Inc.

  • $161 Million
  • Q3 2024

Finer Wealth Management, Inc. has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $161 Million distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.9M, Eli Lilly & CO with a value of $14.1M, Microsoft Corp with a value of $12.4M, Nvidia Corp with a value of $9.86M, and Amazon Com Inc with a value of $8.14M.

Examining the 13F form we can see an increase of $6.09M in the current position value, from $155M to 161M.

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 $161 Million
Technology: $52.5 Million
Healthcare: $23.3 Million
Communication Services: $20.2 Million
Consumer Defensive: $16.3 Million
Consumer Cyclical: $12.8 Million
Energy: $9.83 Million
Financial Services: $8.27 Million
ETFs: $7.58 Million
Other: $10.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.01B
$461,000 0.29% of portfolio
28,189
Q3 2024 Added 0.35%
$186B
$411,000 0.26% of portfolio
837
Q4 2023 Reduced 8.52%
$203B
$398,000 0.25% of portfolio
4,143
Q3 2024 Reduced 19.74%
$66.2B
$367,000 0.23% of portfolio
12,638
Q3 2024 Reduced 15.73%
$506B
$358,000 0.22% of portfolio
1,305
Q3 2024 Reduced 30.14%
$396B
$341,000 0.21% of portfolio
482
Q3 2024 Reduced 0.21%
$19.8B
$325,000 0.2% of portfolio
11,049
Q2 2024 Reduced 26.58%
$38.3B
$300,000 0.19% of portfolio
28,449
Q3 2024 Reduced 2.74%
$113B
$286,000 0.18% of portfolio
2,761
Q3 2024 Reduced 0.04%
$88.7B
$253,000 0.16% of portfolio
2,808
Q1 2024 New
$58.5B
$233,000 0.14% of portfolio
1,319
Q2 2024 New
$197B
$228,000 0.14% of portfolio
1,032
Q3 2024 New
$306B
$202,000 0.13% of portfolio
1,025
Q3 2024 New
$931M
$193,000 0.12% of portfolio
22,298
Q1 2022 New
$709M
$26,000 0.02% of portfolio
15,255
Q3 2024 Reduced 18.34%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $161 Million
  • Prior Value $155 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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