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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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