Finer Wealth Management, Inc. Portfolio Holdings

Finer Wealth Management, Inc.

  • $182 Million
  • Q2 2025

Finer Wealth Management, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $182 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $14.7M, Apple Inc. with a value of $13.8M, Nvidia Corp with a value of $13.6M, Eli Lilly & CO with a value of $11.4M, and Meta Platforms, Inc. with a value of $10.1M.

Examining the 13F form we can see an increase of $17.2M in the current position value, from $165M to 182M.

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 $182 Million
Technology: $67.3 Million
Communication Services: $25.5 Million
Consumer Defensive: $16.8 Million
Healthcare: $16.6 Million
Consumer Cyclical: $15 Million
Financial Services: $11.5 Million
Energy: $10.4 Million
ETFs: $8.93 Million
Other: $10.1 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$14.7 Million 8.06% of portfolio
29,509
Q2 2025 Reduced 0.43%
$3.76T
$13.8 Million 7.6% of portfolio
67,477
Q2 2025 Reduced 0.04%
$443B
$13.6 Million 7.44% of portfolio
85,774
Q2 2025 Added 0.69%
$718B
$11.4 Million 6.23% of portfolio
14,564
Q2 2025 Reduced 2.89%
$1.69T
$10.1 Million 5.55% of portfolio
13,694
Q2 2025 Added 0.82%
$2.32T
$9.65 Million 5.3% of portfolio
43,975
Q2 2025 Added 1.06%
$1.44T
$6.5 Million 3.57% of portfolio
36,862
Q2 2025 Added 0.97%
$900B
$6.13 Million 3.36% of portfolio
21,137
Q2 2025 Added 1.72%
$281B
$4.78 Million 2.62% of portfolio
48,904
Q2 2025 Added 1.4%
$374B
$3.97 Million 2.18% of portfolio
24,933
Q2 2025 Added 2.79%
$228B
$3.9 Million 2.14% of portfolio
10,041
Q2 2025 Added 3.73%
$211B
$3.83 Million 2.1% of portfolio
132,384
Q2 2025 Added 25.56%
$210B
$3.39 Million 1.86% of portfolio
42,762
Q2 2025 Added 1.02%
$243B
$3.38 Million 1.86% of portfolio
12,398
Q2 2025 Added 1.3%
$256B
$3.1 Million 1.7% of portfolio
21,857
Q2 2025 Added 8.86%
$225B
$2.81 Million 1.54% of portfolio
9,622
Q2 2025 Added 4.73%
$1.34T
$2.65 Million 1.45% of portfolio
11,701
Q2 2025 Reduced 1.87%
$308B
$2.26 Million 1.24% of portfolio
15,780
Q2 2025 Reduced 2.05%
$290B
$1.89 Million 1.04% of portfolio
26,719
Q2 2025 Reduced 0.26%
$1.25T
$1.75 Million 0.96% of portfolio
5,497
Q2 2025 Added 12.41%
$337B
$1.52 Million 0.83% of portfolio
11,129
Q2 2025 Added 48.31%
$323B
$1.36 Million 0.74% of portfolio
1,693
Q2 2025 New
$273B
$1.11 Million 0.61% of portfolio
16,021
Q2 2025 Reduced 2.19%
$1.47T
$1.01 Million 0.55% of portfolio
5,695
Q2 2025 Added 2.34%
$406B
$913,000 0.5% of portfolio
19,308
Q2 2025 Reduced 8.4%
$229B
$845,000 0.46% of portfolio
5,790
Q2 2025 Reduced 2.34%
$466B
$686,000 0.38% of portfolio
4,492
Q2 2025 Reduced 7.51%
$529B
$625,000 0.34% of portfolio
467
Q1 2025 Reduced 3.31%
$266B
$571,000 0.31% of portfolio
807
Q2 2025 Reduced 18.57%
$433B
$484,000 0.27% of portfolio
1,322
Q2 2025 Reduced 8.19%
$211B
$352,000 0.19% of portfolio
2,839
Q2 2025 Reduced 19.82%
$555B
$322,000 0.18% of portfolio
908
Q2 2025 Reduced 18.57%
$227B
$293,000 0.16% of portfolio
997
Q1 2025 Reduced 1.68%
$309B
$261,000 0.14% of portfolio
3,264
Q2 2025 Reduced 1.86%
$257B
$229,000 0.13% of portfolio
1,258
Q2 2025 New
$330B
$241,000 0.13% of portfolio
774
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $182 Million
  • Prior Value $165 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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