Finer Wealth Management, Inc. Portfolio Holdings by Sector
Finer Wealth Management, Inc.
- $152 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Drug Manufacturers—General | Healthcare
LLY MRK BMY PFE JNJ 5 stocks |
$24,383
16.02% of portfolio
|
  1  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA INTC AMD TSM TXN AVGO MU 7 stocks |
$15,993
10.51% of portfolio
|
  5  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$12,916
8.48% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$11,723
7.7% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$11,660
7.66% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$8,110
5.33% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
ETFs | ETFs
PFF GBTC GLD SPY IVV USO VIG SCHG 11 stocks |
$6,705
4.4% of portfolio
|
  4  
|
  5  
|
  3  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM BAC WFC 3 stocks |
$6,278
4.12% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$5,536
3.64% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$4,966
3.26% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
PG KMB 2 stocks |
$4,663
3.06% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ T 2 stocks |
$4,557
2.99% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$3,672
2.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$3,323
2.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$2,967
1.95% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ET EPD 2 stocks |
$2,869
1.88% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
XEL ES CMS CNP SO 5 stocks |
$2,542
1.67% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Capital Markets | Financial Services
SCHW GS 2 stocks |
$2,310
1.52% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$2,256
1.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT RTX 2 stocks |
$1,665
1.09% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
KHC 1 stocks |
$1,612
1.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$1,581
1.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
SUN 1 stocks |
$1,543
1.01% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO BTI PM 3 stocks |
$1,159
0.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$1,034
0.68% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$943
0.62% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$900
0.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$852
0.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$659
0.43% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$621
0.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$482
0.32% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
EBC 1 stocks |
$385
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$334
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
REIT—Residential | Real Estate
UDR 1 stocks |
$301
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
BEN 1 stocks |
$284
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Coking Coal | Basic Materials
SXC 1 stocks |
$251
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Chemicals | Basic Materials
DOW 1 stocks |
$202
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|