Finer Wealth Management, Inc. Portfolio Holdings

Finer Wealth Management, Inc.

  • $165 Million
  • Q1 2025

Finer Wealth Management, Inc. has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $165 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15M, Eli Lilly & CO with a value of $12.4M, Microsoft Corp with a value of $11.1M, Nvidia Corp with a value of $9.23M, and Amazon Com Inc with a value of $8.28M.

Examining the 13F form we can see an decrease of $7.35M in the current position value, from $172M to 165M.

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 $165 Million
Technology: $55.2 Million
Communication Services: $20.6 Million
Healthcare: $19.7 Million
Consumer Defensive: $16.5 Million
Consumer Cyclical: $13.4 Million
Energy: $11.2 Million
Financial Services: $10 Million
ETFs: $8.53 Million
Other: $9.66 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.2 Million 0.73% of portfolio
9,361
Q1 2025 Added 9.15%
$108B
$1.05 Million 0.64% of portfolio
3,640
Q1 2025 Reduced 23.4%
$0
$920,000 0.56% of portfolio
39,275
Q1 2025 Reduced 9.45%
$0
$719,000 0.44% of portfolio
1,287
Q1 2025 Reduced 8.33%
$0
$639,000 0.39% of portfolio
5,881
Q1 2025 Added 0.14%
$0
$415,000 0.25% of portfolio
740
Q4 2024 Reduced 10.09%
$0
$372,000 0.23% of portfolio
14,862
Q1 2025 Added 1.34%
$0
$375,000 0.23% of portfolio
12,216
Q1 2025 Reduced 7.93%
$0
$357,000 0.22% of portfolio
12,790
Q1 2025 Added 1.16%
$0
$364,000 0.22% of portfolio
2,000
Q2 2024 Reduced 3.98%
$5.86B
$238,000 0.14% of portfolio
3,090
Q1 2025 Reduced 32.67%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $165 Million
  • Prior Value $172 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
Track This Portfolio

Track Finer Wealth Management, Inc. Portfolio

Follow Finer Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Finer Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Finer Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email