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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.99T
$15.9 Million 9.86% of portfolio
68,163
Q3 2024 Reduced 0.23%
$727B
$14.1 Million 8.78% of portfolio
15,965
Q3 2024 Reduced 3.45%
$3.26T
$12.4 Million 7.69% of portfolio
28,800
Q3 2024 Added 2.61%
$321B
$9.86 Million 6.12% of portfolio
81,210
Q3 2024 Added 2.22%
$2.25T
$8.14 Million 5.05% of portfolio
43,679
Q3 2024 Added 0.31%
$1.39T
$7.89 Million 4.9% of portfolio
13,789
Q3 2024 Reduced 0.82%
$1.17T
$5.95 Million 3.69% of portfolio
35,881
Q3 2024 Reduced 0.33%
$249B
$4.77 Million 2.96% of portfolio
42,036
Q3 2024 Reduced 2.22%
$676B
$4.2 Million 2.6% of portfolio
19,904
Q3 2024 Reduced 1.54%
$401B
$4.14 Million 2.57% of portfolio
23,913
Q3 2024 Reduced 2.47%
$254B
$3.81 Million 2.37% of portfolio
47,243
Q3 2024 Reduced 1.41%
$337B
$3.3 Million 2.05% of portfolio
12,052
Q3 2024 Added 0.88%
$444B
$2.96 Million 1.84% of portfolio
25,235
Q3 2024 Reduced 3.2%
$213B
$2.64 Million 1.64% of portfolio
15,547
Q3 2024 Reduced 0.33%
$214B
$2.59 Million 1.61% of portfolio
8,517
Q3 2024 Added 7.92%
$282B
$2.31 Million 1.44% of portfolio
15,699
Q3 2024 Reduced 0.66%
$272B
$1.94 Million 1.21% of portfolio
27,027
Q3 2024 Added 0.01%
$202B
$1.48 Million 0.92% of portfolio
2,385
Q3 2024 Reduced 7.41%
$1.39T
$960,000 0.6% of portfolio
3,669
Q3 2024 Reduced 0.35%
$349B
$967,000 0.6% of portfolio
24,380
Q3 2024 Reduced 31.7%
$1.16T
$930,000 0.58% of portfolio
5,565
Q3 2024 Reduced 0.07%
$236B
$871,000 0.54% of portfolio
16,380
Q3 2024 Added 17.8%
$378B
$821,000 0.51% of portfolio
5,070
Q3 2024 Reduced 23.71%
$403B
$581,000 0.36% of portfolio
1,435
Q3 2024 Reduced 5.28%
$203B
$398,000 0.25% of portfolio
4,143
Q3 2024 Reduced 19.74%
$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%
$306B
$202,000 0.13% of portfolio
1,025
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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