Finer Wealth Management, Inc. Reduced Holdings in Q3 2025

Finer Wealth Management, Inc.

  • $195 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-154
- 1.06%
$625.65 - $812.69 $96.4K - $125K
14.4K $11M
ET
Energy Transfer LP

Energy
-7.5K
- 4.07%
$17.11 - $18.16 $128K - $136K
177K $3.04M
SUN
Sunoco LP

Energy
-2.16K
- 6.56%
$48.42 - $55.31 $105K - $120K
30.8K $1.54M
BMY
Bristol Myers Squibb CO

Healthcare
-4.59K
- 41.76%
$43.31 - $48.98 $199K - $225K
6.41K $288K
T
At&T Inc.

Communication Services
-2.98K
- 2.25%
$26.94 - $29.62 $80.2K - $88.2K
129K $3.65M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.25K
- 28.46%
$121.72 - $136.77 $152K - $171K
3.14K $389K
KHC
Kraft Heinz CO

Consumer Defensive
-6.19K
- 15.05%
$25.63 - $28.94 $159K - $179K
34.9K $909K
APD
Air Products & Chemicals, Inc.

Basic Materials
-405
- 28.13%
$265.78 - $299.3 $108K - $121K
1.04K $282K
ISRG
Intuitive Surgical Inc

Healthcare
-61
- 8.1%
$433.66 - $544.47 $26.5K - $33.2K
692 $309K
DE
Deere & CO

Industrials
-70
- 5.32%
$457.26 - $524.37 $32K - $36.7K
1.25K $569K
NFLX
Netflix Inc

Communication Services
-5
- 1.07%
$1147.87 - $1297.18 $5.74K - $6.49K
462 $553K
META
Meta Platforms, Inc.

Communication Services
-20
- 0.15%
$695.21 - $791.73 $13.9K - $15.8K
13.7K $10M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-5.28K
- 14.98%
$25.29 - $28.33 $133K - $150K
30K $835K
V
Visa Inc.

Financial Services
-65
- 7.16%
$332.09 - $358.86 $21.6K - $23.3K
843 $287K
BAC
Bank Of America Corp

Financial Services
-2.1K
- 10.87%
$44.92 - $52.42 $94.3K - $110K
17.2K $887K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-993
- 9.17%
$26.38 - $27.95 $26.2K - $27.8K
9.84K $268K
PFF
Ishares Trust Ishares Pfd And

ETFs
-810
- 8.59%
$30.67 - $32.13 $24.8K - $26K
8.62K $272K
VZ
Verizon Communications Inc

Communication Services
-1.49K
- 2.09%
$40.84 - $45.06 $60.9K - $67.2K
69.9K $3.07M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-138
- 2.39%
$107.66 - $112.36 $14.9K - $15.5K
5.63K $627K
USO
United States Oil Fund, LP

ETFs
-19
- 0.67%
$72.3 - $81.04 $1.37K - $1.54K
2.83K $208K
SO
Southern CO

Utilities
-30
- 1.14%
$90.83 - $96.0 $2.72K - $2.88K
2.6K $246K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-905
- 6.64%
$28.92 - $32.19 $26.2K - $29.1K
12.7K $405K
WFC
Wells Fargo & Company

Financial Services
-34
- 1.04%
$77.05 - $85.16 $2.62K - $2.9K
3.23K $270K
SPY
Spdr S&P 500 ETF Trust

ETFs
-22
- 1.71%
$617.65 - $666.84 $13.6K - $14.7K
1.27K $844K
HD
Home Depot, Inc.

Consumer Cyclical
-8
- 0.61%
$357.4 - $423.42 $2.86K - $3.39K
1.31K $532K
ES
Eversource Energy

Utilities
-23
- 0.26%
$62.86 - $71.14 $1.45K - $1.64K
8.69K $618K
GS
Goldman Sachs Group Inc

Financial Services
-6
- 0.74%
$696.56 - $806.32 $4.18K - $4.84K
801 $637K
JNJ
Johnson & Johnson

Healthcare
-367
- 8.17%
$155.17 - $185.42 $56.9K - $68K
4.13K $764K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-263
- 1.66%
$46.69 - $59.27 $12.3K - $15.6K
15.6K $827K
XOM
Exxon Mobil Corp

Energy
-325
- 1.28%
$105.83 - $117.22 $34.4K - $38.1K
25.1K $2.83M
RTX
Raytheon Technologies Corp

Industrials
-128
- 2.21%
$144.19 - $167.33 $18.5K - $21.4K
5.66K $947K
LMT
Lockheed Martin Corp

Industrials
-68
- 1.81%
$410.74 - $499.21 $27.9K - $33.9K
3.7K $1.84M
MO
Altria Group, Inc.

Consumer Defensive
-661
- 3.09%
$57.75 - $67.68 $38.2K - $44.7K
20.8K $1.37M
INTC
Intel Corp

Technology
-2.39K
- 13.1%
$19.31 - $35.5 $46.1K - $84.7K
15.8K $530K
CVX
Chevron Corp

Energy
-179
- 1.13%
$145.57 - $161.83 $26.1K - $29K
15.6K $2.42M
WMT
Walmart Inc.

Consumer Defensive
-147
- 0.3%
$94.4 - $104.27 $13.9K - $15.3K
48.8K $5.02M
GOOG
Alphabet Inc.

Communication Services
-18
- 0.32%
$175.16 - $255.24 $3.15K - $4.59K
5.68K $1.38M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-151
- 1.29%
$224.68 - $282.71 $33.9K - $42.7K
11.6K $3.23M
NVDA
Nvidia Corp

Technology
-292
- 0.34%
$153.3 - $186.58 $44.8K - $54.5K
85.5K $15.9M
GOOGL
Alphabet Inc.

Communication Services
-107
- 0.29%
$174.36 - $254.72 $18.7K - $27.3K
36.8K $8.94M
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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