Finer Wealth Management, Inc. Portfolio Holdings

Finer Wealth Management, Inc.

  • $172 Million
  • Q4 2024

Finer Wealth Management, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $172 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.2M, Microsoft Corp with a value of $12.4M, Eli Lilly & CO with a value of $12M, Nvidia Corp with a value of $10.8M, and Amazon Com Inc with a value of $9.72M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $161M to 172M.

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 $172 Million
Technology: $61.4 Million
Communication Services: $21.3 Million
Healthcare: $19.7 Million
Consumer Defensive: $15.9 Million
Consumer Cyclical: $14.9 Million
Energy: $10.2 Million
Financial Services: $9.63 Million
ETFs: $9.45 Million
Other: $9.61 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$179B
$3.42 Million 1.99% of portfolio
9,429
Q4 2024 Added 0.92%
$58.3B
$3.38 Million 1.96% of portfolio
172,637
Q4 2024 Added 7.62%
$172B
$2.37 Million 1.37% of portfolio
19,610
Q4 2024 Added 2.6%
$97B
$2.36 Million 1.37% of portfolio
117,820
Q4 2024 Reduced 0.52%
$47.6B
$2.28 Million 1.32% of portfolio
30,568
Q4 2024 Added 105.0%
$145B
$2.15 Million 1.25% of portfolio
29,056
Q4 2024 Added 6.93%
$189B
$2.09 Million 1.22% of portfolio
52,360
Q4 2024 Reduced 6.29%
$116B
$1.54 Million 0.89% of portfolio
3,162
Q4 2024 Added 8.66%
$36.8B
$1.22 Million 0.71% of portfolio
39,613
Q4 2024 Reduced 1.76%
$177B
$1.13 Million 0.66% of portfolio
5,810
Q4 2024 Added 4.12%
$104B
$1.1 Million 0.64% of portfolio
21,063
Q4 2024 Reduced 0.39%
$125B
$896,000 0.52% of portfolio
15,851
Q4 2024 Reduced 18.79%
$69.7B
$846,000 0.49% of portfolio
3,653
Q4 2024 Added 0.08%
$37.9B
$738,000 0.43% of portfolio
10,942
Q3 2024 New
$196B
$690,000 0.4% of portfolio
5,968
Q4 2024 Reduced 6.33%
$145B
$646,000 0.38% of portfolio
1,525
Q4 2024 Reduced 4.03%
$47.4B
$595,000 0.35% of portfolio
4,547
Q3 2024 Reduced 5.82%
$21.2B
$599,000 0.35% of portfolio
9,000
Q3 2024 New
$191B
$566,000 0.33% of portfolio
989
Q4 2024 Reduced 7.05%
$92.4B
$577,000 0.33% of portfolio
15,896
Q3 2024 Added 32.31%
$20.9B
$500,000 0.29% of portfolio
8,712
Q2 2024 Reduced 15.66%
$183B
$415,000 0.24% of portfolio
3,735
Q4 2024 Reduced 9.85%
$179B
$398,000 0.23% of portfolio
763
Q4 2024 Reduced 8.84%
$140B
$399,000 0.23% of portfolio
15,049
Q4 2024 Reduced 7.39%
$22.5B
$350,000 0.2% of portfolio
11,049
Q2 2024 Reduced 26.58%
$73.9B
$342,000 0.2% of portfolio
10,906
Q4 2024 Reduced 13.7%
$55.4B
$304,000 0.18% of portfolio
1,319
Q2 2024 New
$39.1B
$271,000 0.16% of portfolio
27,434
Q4 2024 Reduced 3.57%
$98B
$231,000 0.13% of portfolio
2,808
Q1 2024 New
$99.1B
$232,000 0.13% of portfolio
2,761
Q3 2024 Reduced 0.04%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $172 Million
  • Prior Value $161 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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