Finer Wealth Management, Inc. Portfolio Holdings

Finer Wealth Management, Inc.

  • $197 Million
  • Q4 2025

Finer Wealth Management, Inc. has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $197 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.4M, Microsoft Corp with a value of $16.5M, Nvidia Corp with a value of $15.6M, Eli Lilly & CO with a value of $13.9M, and Amazon Com Inc with a value of $10.5M.

Examining the 13F form we can see an increase of $2.52M in the current position value, from $195M to 197M.

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 $197 Million
Technology: $74.9 Million
Communication Services: $27 Million
Healthcare: $20.8 Million
Consumer Cyclical: $17.1 Million
Consumer Defensive: $16.7 Million
ETFs: $12.2 Million
Financial Services: $11.4 Million
Industrials: $8.23 Million
Other: $9.11 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$130B
$1.76 Million 0.89% of portfolio
4,687
Q4 2025 Added 30.56%
$0
$1.68 Million 0.85% of portfolio
20,341
Q4 2025 New
$0
$1.65 Million 0.84% of portfolio
10,072
Q4 2025 Added 7.38%
$0
$1.42 Million 0.72% of portfolio
12,920
Q4 2025 Added 129.69%
$0
$884,000 0.45% of portfolio
1,329
Q4 2025 Added 4.89%
$0
$572,000 0.29% of portfolio
20,857
Q4 2025 Reduced 30.37%
$24.1B
$505,000 0.26% of portfolio
11,001
Q4 2025 New
$0
$467,000 0.24% of portfolio
693
Q3 2025 Added 0.29%
$0
$405,000 0.21% of portfolio
12,561
Q4 2025 Reduced 1.23%
$0
$364,000 0.18% of portfolio
2,000
Q2 2024 Reduced 3.98%
$0
$218,000 0.11% of portfolio
7,079
Q4 2025 Reduced 17.88%
$0
$219,000 0.11% of portfolio
8,045
Q4 2025 Reduced 18.25%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $197 Million
  • Prior Value $195 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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