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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$788B
$15 Million 9.66% of portfolio
16,535
Q2 2024 Reduced 1.84%
$3.62T
$14.4 Million 9.29% of portfolio
68,322
Q2 2024 Added 0.48%
$3.03T
$12.5 Million 8.1% of portfolio
28,067
Q2 2024 Added 0.72%
$331B
$9.82 Million 6.33% of portfolio
79,450
Q2 2024 Added 962.31%
$1.9T
$8.41 Million 5.43% of portfolio
43,544
Q2 2024 Reduced 3.15%
$1.27T
$7.01 Million 4.52% of portfolio
13,903
Q2 2024 Added 2.54%
$1.03T
$6.56 Million 4.23% of portfolio
36,000
Q2 2024 Reduced 1.0%
$259B
$5.32 Million 3.43% of portfolio
42,990
Q2 2024 Reduced 4.56%
$651B
$4.09 Million 2.64% of portfolio
20,216
Q2 2024 Reduced 4.87%
$391B
$4.04 Million 2.61% of portfolio
24,519
Q2 2024 Reduced 0.61%
$222B
$3.24 Million 2.09% of portfolio
47,918
Q2 2024 Reduced 2.84%
$291B
$3.07 Million 1.98% of portfolio
11,947
Q2 2024 Reduced 2.02%
$487B
$3 Million 1.94% of portfolio
26,069
Q2 2024 Reduced 1.86%
$233B
$2.78 Million 1.8% of portfolio
17,151
Q2 2024 Added 8.43%
$229B
$2.57 Million 1.66% of portfolio
15,598
Q2 2024 Added 0.87%
$291B
$2.47 Million 1.59% of portfolio
15,803
Q2 2024 Added 1.76%
$988B
$2 Million 1.29% of portfolio
11,512
Q2 2024 Added 0.97%
$282B
$1.72 Million 1.11% of portfolio
27,025
Q2 2024 Added 167.55%
$336B
$1.42 Million 0.92% of portfolio
35,694
Q2 2024 Reduced 25.44%
$214B
$1.42 Million 0.92% of portfolio
2,576
Q2 2024 Reduced 5.33%
$1.05T
$1.02 Million 0.66% of portfolio
5,569
Q2 2024 Added 0.31%
$418B
$971,000 0.63% of portfolio
6,646
Q2 2024 Reduced 24.52%
$789B
$728,000 0.47% of portfolio
3,682
Q2 2024 Added 0.14%
$225B
$660,000 0.43% of portfolio
13,905
Q2 2024 Reduced 22.93%
$403B
$521,000 0.34% of portfolio
1,515
Q2 2024 Reduced 6.48%
$474B
$490,000 0.32% of portfolio
1,868
Q2 2024 Reduced 20.95%
$336B
$325,000 0.21% of portfolio
483
Q1 2024 Reduced 5.66%
$246B
$210,000 0.14% of portfolio
3,551
Q2 2024 Reduced 0.84%

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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