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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$87.5B
$949,000 0.61% of portfolio
4,415
Q2 2024 Reduced 6.54%
$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%
$0
$674,000 0.43% of portfolio
6,295
Q2 2024 New
$0
$611,000 0.39% of portfolio
4,456
Q2 2024 Added 107.45%
$0
$558,000 0.36% of portfolio
11,777
Q2 2024 Added 99.71%
$0
$450,000 0.29% of portfolio
823
Q2 2024 Reduced 3.52%
$0
$408,000 0.26% of portfolio
4,052
Q2 2024 Added 2.4%
$5.21B
$381,000 0.25% of portfolio
4,792
Q2 2024 Reduced 2.68%
$0
$365,000 0.24% of portfolio
2,000
Q2 2024 Reduced 3.98%
$0
$354,000 0.23% of portfolio
4,564
Q2 2024 Added 5.02%

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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