Finer Wealth Management, Inc. Incresed Positions in Q3 2025

Finer Wealth Management, Inc.

  • $195 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
725
+ 1.07%
$202.38 - $256.87 $147K - $186K
68.2K $17.4M
PLTR
Palantir Technologies Inc.

Technology
3.01K
+ 27.04%
$130.68 - $186.97 $393K - $563K
14.1K $2.58M
TSLA
Tesla, Inc.

Consumer Cyclical
619
+ 11.26%
$293.94 - $444.72 $182K - $275K
6.12K $2.72M
CAT
Caterpillar Inc

Industrials
121
+ 1.21%
$390.92 - $477.15 $47.3K - $57.7K
10.2K $4.85M
MSFT
Microsoft Corp

Technology
79
+ 0.27%
$491.09 - $535.64 $38.8K - $42.3K
29.6K $15.3M
JPM
Jpmorgan Chase & CO

Financial Services
66
+ 0.31%
$282.78 - $316.06 $18.7K - $20.9K
21.2K $6.69M
AMD
Advanced Micro Devices Inc

Technology
711
+ 3.25%
$134.8 - $184.42 $95.8K - $131K
22.6K $3.65M
MRK
Merck & Co., Inc.

Healthcare
1.07K
+ 2.51%
$77.6 - $87.37 $83.2K - $93.7K
43.8K $3.68M
MCD
Mcdonalds Corp

Consumer Cyclical
368
+ 3.82%
$291.67 - $316.99 $107K - $117K
9.99K $3.04M
GLD
Spdr Gold Trust

ETFs
118
+ 3.4%
$300.96 - $355.47 $35.5K - $41.9K
3.59K $1.28M
AVGO
Broadcom Inc.

Technology
1
+ 0.03%
$264.74 - $369.57 $265 - $370
3.72K $1.23M
IBB
Ishares Biotechnology ETF

ETFs
245
+ 2.68%
$127.63 - $144.37 $31.3K - $35.4K
9.38K $1.35M
SCHW
Schwab Charles Corp

Financial Services
65
+ 0.2%
$91.03 - $98.69 $5.92K - $6.41K
32K $3.06M
UNH
Unitedhealth Group Inc

Healthcare
267
+ 34.5%
$237.77 - $353.61 $63.5K - $94.4K
1.04K $359K
AMZN
Amazon Com Inc

Consumer Cyclical
124
+ 0.28%
$211.65 - $238.24 $26.2K - $29.5K
44.1K $9.68M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.29%
$620.67 - $670.08 $1.24K - $1.34K
693 $463K
EPD
Enterprise Products Partners L.P.

Energy
9
+ 0.09%
$30.74 - $32.14 $277 - $289
10.2K $319K
Tidal Trust Ii
1.79K
+ 12.05%
N/A
16.7K $0
Ishares Bitcoin Trust ETF
4.96K
+ 12.49%
N/A
44.6K $0
Grayscale Bitcoin Mini Tr Et
1.42K
+ 24.93%
N/A
7.1K $0
Grayscale Ethereum Trust ETF
3.11K
+ 12.77%
N/A
27.5K $0
IBM
International Business Machines Corp

Technology
7
+ 0.7%
$234.77 - $292.47 $1.64K - $2.05K
1K $283K
PG
Procter & Gamble CO

Consumer Defensive
401
+ 1.61%
$150.47 - $161.22 $60.3K - $64.6K
25.3K $3.89M
CRM
Salesforce, Inc.

Technology
318
+ 2.56%
$231.66 - $273.65 $73.7K - $87K
12.7K $3.01M
Activity Summary
Buys All Purchases 28 New Holdings 3 Increased Positions 25 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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