Finer Wealth Management, Inc. Reduced Holdings in Q2 2024

Finer Wealth Management, Inc.

  • $155 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BMY
Bristol Myers Squibb CO

Healthcare
-14.1K
- 33.81%
$40.25 - $52.99 $569K - $749K
27.7K $1.15M
MRK
Merck & Co., Inc.

Healthcare
-2.05K
- 4.56%
$123.8 - $132.96 $254K - $273K
43K $5.32M
CRM
Salesforce, Inc.

Technology
-246
- 2.02%
$218.01 - $304.74 $53.6K - $75K
11.9K $3.07M
DE
Deere & CO

Industrials
-980
- 32.44%
$364.98 - $414.02 $358K - $406K
2.04K $762K
CAT
Caterpillar Inc

Industrials
-381
- 3.75%
$321.47 - $379.3 $122K - $145K
9.79K $3.26M
PFE
Pfizer Inc

Healthcare
-16K
- 26.51%
$25.26 - $29.6 $405K - $475K
44.5K $1.24M
JNJ
Johnson & Johnson

Healthcare
-2.16K
- 24.52%
$144.38 - $157.78 $312K - $341K
6.65K $971K
BAC
Bank Of America Corp

Financial Services
-12.2K
- 25.44%
$34.68 - $40.02 $422K - $488K
35.7K $1.42M
KHC
Kraft Heinz CO

Consumer Defensive
-5.21K
- 11.92%
$32.22 - $38.65 $168K - $201K
38.5K $1.24M
T
At&T Inc.

Communication Services
-29.2K
- 22.97%
$16.09 - $19.11 $469K - $557K
97.8K $1.87M
MCD
Mcdonalds Corp

Consumer Cyclical
-111
- 1.39%
$249.37 - $280.22 $27.7K - $31.1K
7.89K $2.01M
CSCO
Cisco Systems, Inc.

Technology
-4.14K
- 22.93%
$45.52 - $50.04 $188K - $207K
13.9K $660K
GS
Goldman Sachs Group Inc

Financial Services
-643
- 37.65%
$389.49 - $470.41 $250K - $302K
1.07K $481K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-51
- 0.27%
$50.64 - $63.96 $2.58K - $3.26K
19K $1.01M
V
Visa Inc.

Financial Services
-495
- 20.95%
$262.47 - $281.5 $130K - $139K
1.87K $490K
JPM
Jpmorgan Chase & CO

Financial Services
-1.04K
- 4.87%
$180.08 - $204.79 $187K - $212K
20.2K $4.09M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-145
- 5.33%
$541.52 - $599.02 $78.5K - $86.9K
2.58K $1.42M
APD
Air Products & Chemicals, Inc.

Basic Materials
-778
- 22.11%
$227.76 - $285.31 $177K - $222K
2.74K $707K
ET
Energy Transfer LP

Energy
-13.2K
- 8.61%
$15.1 - $16.25 $200K - $215K
140K $2.28M
DIS
Walt Disney CO

Communication Services
-155
- 2.92%
$99.29 - $122.82 $15.4K - $19K
5.16K $512K
ES
Eversource Energy

Utilities
-1.62K
- 15.66%
$56.71 - $61.92 $91.8K - $100K
8.71K $494K
HD
Home Depot, Inc.

Consumer Cyclical
-105
- 6.48%
$325.1 - $368.03 $34.1K - $38.6K
1.52K $521K
MO
Altria Group, Inc.

Consumer Defensive
-2.84K
- 18.28%
$40.75 - $46.83 $116K - $133K
12.7K $578K
VZ
Verizon Communications Inc

Communication Services
-1.33K
- 2.4%
$38.6 - $42.84 $51.4K - $57.1K
54.1K $2.23M
XOM
Exxon Mobil Corp

Energy
-495
- 1.86%
$108.36 - $122.2 $53.6K - $60.5K
26.1K $3M
CNP
Centerpoint Energy Inc

Utilities
-4K
- 26.58%
$27.22 - $31.31 $109K - $125K
11K $342K
GLD
Spdr Gold Trust

ETFs
-309
- 6.54%
$207.82 - $224.56 $64.2K - $69.4K
4.42K $949K
F
Ford Motor CO

Consumer Cyclical
-39
- 0.13%
$11.56 - $13.65 $451 - $532
29.3K $366K
EPD
Enterprise Products Partners L.P.

Energy
-464
- 3.0%
$27.74 - $29.88 $12.9K - $13.9K
15K $434K
VIG
Vanguard Dividend Appreciation

ETFs
-83
- 3.98%
$173.33 - $185.29 $14.4K - $15.4K
2K $365K
USO
United States Oil Fund, LP

ETFs
-132
- 2.68%
$71.09 - $82.4 $9.38K - $10.9K
4.79K $381K
IVV
Ishares Core S&P 500 ETF

ETFs
-30
- 3.52%
$497.53 - $549.64 $14.9K - $16.5K
823 $450K
WFC
Wells Fargo & Company

Financial Services
-30
- 0.84%
$56.41 - $62.34 $1.69K - $1.87K
3.55K $210K
KMB
Kimberly Clark Corp

Consumer Defensive
-288
- 5.63%
$123.89 - $141.67 $35.7K - $40.8K
4.83K $667K
PG
Procter & Gamble CO

Consumer Defensive
-151
- 0.61%
$155.33 - $168.56 $23.5K - $25.5K
24.5K $4.04M
WMT
Walmart Inc.

Consumer Defensive
-1.4K
- 2.84%
$58.85 - $68.9 $82.3K - $96.4K
47.9K $3.24M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.42K
- 3.15%
$173.67 - $197.85 $246K - $281K
43.5K $8.41M
GOOGL
Alphabet Inc.

Communication Services
-365
- 1.0%
$150.53 - $185.41 $54.9K - $67.7K
36K $6.56M
LLY
Eli Lilly & CO

Healthcare
-310
- 1.84%
$724.87 - $909.04 $225K - $282K
16.5K $15M
Activity Summary
Buys All Purchases 27 New Holdings 3 Increased Positions 24 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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