Finer Wealth Management, Inc. Reduced Holdings in Q4 2024

Finer Wealth Management, Inc.

  • $172 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-454
- 2.84%
$727.2 - $932.06 $330K - $423K
15.5K $12M
VZ
Verizon Communications Inc

Communication Services
-3.51K
- 6.29%
$39.6 - $45.21 $139K - $159K
52.4K $2.09M
INTC
Intel Corp

Technology
-617
- 0.52%
$19.07 - $26.23 $11.8K - $16.2K
118K $2.36M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-136
- 5.7%
$501.29 - $612.85 $68.2K - $83.3K
2.25K $1.17M
XOM
Exxon Mobil Corp

Energy
-423
- 1.68%
$105.51 - $125.37 $44.6K - $53K
24.8K $2.67M
KO
Coca Cola CO

Consumer Defensive
-2
- 0.01%
$61.74 - $71.71 $123 - $143
27K $1.68M
KHC
Kraft Heinz CO

Consumer Defensive
-708
- 1.76%
$30.1 - $36.02 $21.3K - $25.5K
39.6K $1.22M
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.76K
- 26.39%
$31.23 - $33.51 $149K - $159K
13.3K $417K
JNJ
Johnson & Johnson

Healthcare
-205
- 4.04%
$143.34 - $165.86 $29.4K - $34K
4.87K $703K
BMY
Bristol Myers Squibb CO

Healthcare
-3.67K
- 18.79%
$51.92 - $59.94 $190K - $220K
15.9K $896K
CVX
Chevron Corp

Energy
-246
- 1.57%
$141.15 - $162.53 $34.7K - $40K
15.5K $2.24M
PFE
Pfizer Inc

Healthcare
-1.2K
- 7.39%
$24.8 - $30.19 $29.8K - $36.2K
15K $399K
APD
Air Products & Chemicals, Inc.

Basic Materials
-76
- 3.24%
$285.5 - $335.62 $21.7K - $25.5K
2.27K $659K
IVV
Ishares Core S&P 500 ETF

ETFs
-83
- 10.09%
$570.51 - $610.59 $47.4K - $50.7K
740 $435K
F
Ford Motor CO

Consumer Cyclical
-1.02K
- 3.57%
$9.69 - $11.4 $9.84K - $11.6K
27.4K $271K
EPD
Enterprise Products Partners L.P.

Energy
-1.73K
- 13.7%
$28.66 - $34.43 $49.6K - $59.6K
10.9K $342K
DE
Deere & CO

Industrials
-64
- 4.03%
$389.45 - $466.0 $24.9K - $29.8K
1.53K $646K
ISRG
Intuitive Surgical Inc

Healthcare
-74
- 8.84%
$471.27 - $550.62 $34.9K - $40.7K
763 $398K
IBM
International Business Machines Corp

Technology
-18
- 1.74%
$204.9 - $238.04 $3.69K - $4.28K
1.01K $222K
EBC
Eastern Bankshares, Inc.

Financial Services
-1.65K
- 5.86%
$15.83 - $19.03 $26.2K - $31.5K
26.5K $457K
BAC
Bank Of America Corp

Financial Services
-2.38K
- 9.76%
$39.22 - $47.77 $93.3K - $114K
22K $966K
V
Visa Inc.

Financial Services
-168
- 12.87%
$273.87 - $320.91 $46K - $53.9K
1.14K $359K
SPY
Spdr S&P 500 ETF Trust

ETFs
-7
- 0.5%
$567.81 - $607.81 $3.97K - $4.25K
1.4K $822K
DIS
Walt Disney CO

Communication Services
-408
- 9.85%
$92.39 - $117.6 $37.7K - $48K
3.74K $415K
MO
Altria Group, Inc.

Consumer Defensive
-83
- 0.39%
$49.06 - $57.74 $4.07K - $4.79K
21.1K $1.1M
USO
United States Oil Fund, LP

ETFs
-6
- 0.13%
$69.66 - $79.2 $418 - $475
4.59K $346K
GS
Goldman Sachs Group Inc

Financial Services
-75
- 7.05%
$486.1 - $608.57 $36.5K - $45.6K
989 $566K
META
Meta Platforms, Inc.

Communication Services
-79
- 0.57%
$554.08 - $632.68 $43.8K - $50K
13.7K $8.09M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-121
- 1.0%
$172.07 - $207.36 $20.8K - $25.1K
12K $2.37M
NVDA
Nvidia Corp

Technology
-968
- 1.19%
$117.0 - $148.88 $113K - $144K
80.2K $10.8M
Activity Summary
Buys All Purchases 37 New Holdings 7 Increased Positions 30 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Finer Wealth Management, Inc. Portfolio

Follow Finer Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Finer Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Finer Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email