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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.08 Million 0.67% of portfolio
7,449
Q3 2024 Added 67.17%
$84.2B
$973,000 0.6% of portfolio
4,004
Q3 2024 Reduced 9.31%
$0
$930,000 0.58% of portfolio
18,059
Q3 2024 Added 53.34%
$0
$809,000 0.5% of portfolio
1,411
Q3 2024 Reduced 5.87%
$0
$598,000 0.37% of portfolio
18,024
Q3 2024 Reduced 35.45%
$0
$511,000 0.32% of portfolio
6,152
Q3 2024 New
$0
$474,000 0.29% of portfolio
823
Q2 2024 Reduced 3.52%
$0
$395,000 0.25% of portfolio
3,794
Q3 2024 Reduced 6.37%
$0
$364,000 0.23% of portfolio
2,000
Q2 2024 Reduced 3.98%
$0
$368,000 0.23% of portfolio
4,364
Q3 2024 Reduced 4.38%
$5.22B
$321,000 0.2% of portfolio
4,595
Q3 2024 Reduced 4.11%

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
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