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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$100B
$2.78 Million 1.73% of portfolio
118,437
Q3 2024 Added 55.0%
$53.4B
$2.57 Million 1.6% of portfolio
160,414
Q3 2024 Added 14.18%
$175B
$2.51 Million 1.56% of portfolio
55,874
Q3 2024 Added 3.33%
$162B
$2.21 Million 1.37% of portfolio
100,578
Q3 2024 Added 2.89%
$147B
$1.76 Million 1.09% of portfolio
27,173
Q3 2024 Added 15.57%
$140B
$1.7 Million 1.06% of portfolio
2,910
Q3 2024 Added 16.68%
$38.1B
$1.42 Million 0.88% of portfolio
40,321
Q3 2024 Added 4.78%
$177B
$1.09 Million 0.67% of portfolio
5,580
Q3 2024 Added 19.97%
$100B
$1.08 Million 0.67% of portfolio
21,146
Q3 2024 Added 66.46%
$120B
$1.01 Million 0.63% of portfolio
19,519
Q3 2024 Reduced 29.45%
$174B
$771,000 0.48% of portfolio
6,371
Q3 2024 Reduced 0.09%
$50.4B
$753,000 0.47% of portfolio
14,911
Q3 2024 Reduced 21.4%
$38B
$714,000 0.44% of portfolio
10,942
Q3 2024 New
$70.3B
$699,000 0.43% of portfolio
2,349
Q3 2024 Reduced 14.27%
$120B
$663,000 0.41% of portfolio
1,589
Q3 2024 Reduced 22.15%
$45.3B
$646,000 0.4% of portfolio
4,547
Q3 2024 Reduced 5.82%
$19.8B
$635,000 0.39% of portfolio
9,000
Q3 2024 New
$21.4B
$592,000 0.37% of portfolio
8,712
Q2 2024 Reduced 15.66%
$81.6B
$581,000 0.36% of portfolio
15,896
Q3 2024 Added 32.31%
$139B
$470,000 0.29% of portfolio
16,249
Q3 2024 Reduced 63.45%
$186B
$411,000 0.26% of portfolio
837
Q4 2023 Reduced 8.52%
$67.6B
$367,000 0.23% of portfolio
12,638
Q3 2024 Reduced 15.73%
$19.4B
$325,000 0.2% of portfolio
11,049
Q2 2024 Reduced 26.58%
$43.5B
$300,000 0.19% of portfolio
28,449
Q3 2024 Reduced 2.74%
$105B
$286,000 0.18% of portfolio
2,761
Q3 2024 Reduced 0.04%
$95.7B
$253,000 0.16% of portfolio
2,808
Q1 2024 New
$59B
$233,000 0.14% of portfolio
1,319
Q2 2024 New
$184B
$228,000 0.14% of portfolio
1,032
Q3 2024 New

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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