Finer Wealth Management, Inc. Portfolio Holdings

Finer Wealth Management, Inc.

  • $155 Million
  • Q2 2024

Finer Wealth Management, Inc. has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $155 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $15M, Apple Inc. with a value of $14.4M, Microsoft Corp with a value of $12.5M, Nvidia Corp with a value of $9.82M, and Amazon Com Inc with a value of $8.41M.

Examining the 13F form we can see an increase of $2.72M in the current position value, from $152M to 155M.

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 $155 Million
Technology: $49.5 Million
Healthcare: $25.5 Million
Communication Services: $19.5 Million
Consumer Defensive: $14.4 Million
Consumer Cyclical: $12.3 Million
Energy: $9.72 Million
Financial Services: $8.81 Million
ETFs: $7.45 Million
Other: $7.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$788B
$15 Million 9.66% of portfolio
16,535
Q2 2024 Reduced 1.84%
$3.62T
$14.4 Million 9.29% of portfolio
68,322
Q2 2024 Added 0.48%
$3.03T
$12.5 Million 8.1% of portfolio
28,067
Q2 2024 Added 0.72%
$331B
$9.82 Million 6.33% of portfolio
79,450
Q2 2024 Added 962.31%
$1.9T
$8.41 Million 5.43% of portfolio
43,544
Q2 2024 Reduced 3.15%
$1.27T
$7.01 Million 4.52% of portfolio
13,903
Q2 2024 Added 2.54%
$1.03T
$6.56 Million 4.23% of portfolio
36,000
Q2 2024 Reduced 1.0%
$259B
$5.32 Million 3.43% of portfolio
42,990
Q2 2024 Reduced 4.56%
$651B
$4.09 Million 2.64% of portfolio
20,216
Q2 2024 Reduced 4.87%
$391B
$4.04 Million 2.61% of portfolio
24,519
Q2 2024 Reduced 0.61%
$199B
$3.26 Million 2.1% of portfolio
9,789
Q2 2024 Reduced 3.75%
$222B
$3.24 Million 2.09% of portfolio
47,918
Q2 2024 Reduced 2.84%
$291B
$3.07 Million 1.98% of portfolio
11,947
Q2 2024 Reduced 2.02%
$487B
$3 Million 1.94% of portfolio
26,069
Q2 2024 Reduced 1.86%
$233B
$2.78 Million 1.8% of portfolio
17,151
Q2 2024 Added 8.43%
$229B
$2.57 Million 1.66% of portfolio
15,598
Q2 2024 Added 0.87%
$88.4B
$2.37 Million 1.53% of portfolio
76,410
Q2 2024 Added 2.96%
$50.9B
$2.28 Million 1.47% of portfolio
140,491
Q2 2024 Reduced 8.61%
$177B
$2.23 Million 1.44% of portfolio
54,075
Q2 2024 Reduced 2.4%
$215B
$2.01 Million 1.3% of portfolio
7,892
Q2 2024 Reduced 1.39%
$988B
$2 Million 1.29% of portfolio
11,512
Q2 2024 Added 0.97%
$161B
$1.87 Million 1.21% of portfolio
97,753
Q2 2024 Reduced 22.97%
$129B
$1.73 Million 1.12% of portfolio
23,512
Q2 2024 Added 6.47%
$282B
$1.72 Million 1.11% of portfolio
27,025
Q2 2024 Added 167.55%
$4.26B
$1.53 Million 0.99% of portfolio
27,084
Q2 2024 Added 5.79%
$336B
$1.42 Million 0.92% of portfolio
35,694
Q2 2024 Reduced 25.44%
$214B
$1.42 Million 0.92% of portfolio
2,576
Q2 2024 Reduced 5.33%
$41B
$1.24 Million 0.8% of portfolio
38,481
Q2 2024 Reduced 11.92%
$159B
$1.24 Million 0.8% of portfolio
44,452
Q2 2024 Reduced 26.51%
$143B
$1.16 Million 0.75% of portfolio
2,494
Q2 2024 Added 7.97%
$119B
$1.15 Million 0.74% of portfolio
27,666
Q2 2024 Reduced 33.81%
$1.05T
$1.02 Million 0.66% of portfolio
5,569
Q2 2024 Added 0.31%
$38.8B
$1.01 Million 0.65% of portfolio
18,970
Q2 2024 Reduced 0.27%
$418B
$971,000 0.63% of portfolio
6,646
Q2 2024 Reduced 24.52%
$87.5B
$949,000 0.61% of portfolio
4,415
Q2 2024 Reduced 6.54%
$177B
$904,000 0.58% of portfolio
4,651
Q2 2024 Added 9.08%
$0
$880,000 0.57% of portfolio
27,922
Q2 2024 Reduced 27.37%
$0
$815,000 0.53% of portfolio
1,499
Q2 2024 Added 0.54%
$122B
$762,000 0.49% of portfolio
2,041
Q2 2024 Reduced 32.44%
$789B
$728,000 0.47% of portfolio
3,682
Q2 2024 Added 0.14%
$68.9B
$707,000 0.46% of portfolio
2,740
Q2 2024 Reduced 22.11%
$225B
$660,000 0.43% of portfolio
13,905
Q2 2024 Reduced 22.93%
$45.3B
$667,000 0.43% of portfolio
4,828
Q2 2024 Reduced 5.63%
$0
$674,000 0.43% of portfolio
6,295
Q2 2024 New
$178B
$640,000 0.41% of portfolio
6,377
Q2 2024 Added 0.98%
$0
$611,000 0.39% of portfolio
4,456
Q2 2024 Added 107.45%
$68.8B
$590,000 0.38% of portfolio
368
Q1 2023 Reduced 14.02%
$97.6B
$578,000 0.37% of portfolio
12,703
Q2 2024 Reduced 18.28%
$0
$558,000 0.36% of portfolio
11,777
Q2 2024 Added 99.71%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $155 Million
  • Prior Value $152 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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