Finer Wealth Management, Inc. Portfolio Holdings
Finer Wealth Management, Inc.
- $172 Million
- Q4 2024
Finer Wealth Management, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $172 Million distributed in 82 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.2M, Microsoft Corp with a value of $12.4M, Eli Lilly & CO with a value of $12M, Nvidia Corp with a value of $10.8M, and Amazon Com Inc with a value of $9.72M.
Examining the 13F form we can see an increase of $11.2M in the current position value, from $161M to 172M.
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
$172 Million
Technology: $61.4 Million
Communication Services: $21.3 Million
Healthcare: $19.7 Million
Consumer Defensive: $15.9 Million
Consumer Cyclical: $14.9 Million
Energy: $10.2 Million
Financial Services: $9.63 Million
ETFs: $9.45 Million
Other: $9.61 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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