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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$18.4 Million 9.34% of portfolio
68,954
Q4 2025 Added 1.1%
$3.78T
$16.5 Million 8.33% of portfolio
32,422
Q4 2025 Added 9.58%
$465B
$15.6 Million 7.92% of portfolio
83,846
Q4 2025 Reduced 1.91%
$971B
$13.9 Million 7.04% of portfolio
13,612
Q4 2025 Reduced 5.54%
$2.39T
$10.5 Million 5.33% of portfolio
44,853
Q4 2025 Added 1.71%
$1.65T
$10.2 Million 5.16% of portfolio
36,845
Q4 2025 Added 0.24%
$1.37T
$8.43 Million 4.27% of portfolio
13,840
Q4 2025 Added 1.21%
$881B
$6.49 Million 3.28% of portfolio
21,591
Q4 2025 Added 1.83%
$291B
$5.54 Million 2.81% of portfolio
10,039
Q4 2025 Reduced 1.21%
$388B
$5.44 Million 2.76% of portfolio
22,632
Q4 2025 Added 0.28%
$279B
$5.11 Million 2.59% of portfolio
49,683
Q4 2025 Added 1.9%
$235B
$4.23 Million 2.14% of portfolio
45,580
Q4 2025 Added 3.98%
$346B
$3.87 Million 1.96% of portfolio
26,546
Q4 2025 Added 4.78%
$224B
$3.24 Million 1.64% of portfolio
10,630
Q4 2025 Added 6.41%
$181B
$3.22 Million 1.63% of portfolio
126,292
Q4 2025 Reduced 2.41%
$1.46T
$3.2 Million 1.62% of portfolio
11,346
Q4 2025 Reduced 1.77%
$237B
$3.17 Million 1.6% of portfolio
13,371
Q4 2025 Added 5.15%
$167B
$3.01 Million 1.52% of portfolio
32,702
Q4 2025 Added 2.18%
$490B
$2.99 Million 1.51% of portfolio
25,408
Q4 2025 Added 1.11%
$342B
$2.87 Million 1.45% of portfolio
16,501
Q4 2025 Added 16.71%
$1.29T
$2.84 Million 1.44% of portfolio
6,935
Q4 2025 Added 13.39%
$204B
$2.81 Million 1.42% of portfolio
18,979
Q4 2025 Added 5.9%
$172B
$2.79 Million 1.41% of portfolio
68,075
Q4 2025 Reduced 2.66%
$303B
$2.4 Million 1.22% of portfolio
15,515
Q4 2025 Reduced 0.55%
$51.1B
$2.06 Million 1.04% of portfolio
27,871
Q4 2025 Reduced 2.73%
$306B
$1.88 Million 0.95% of portfolio
26,668
Q4 2025 Reduced 0.19%
$130B
$1.76 Million 0.89% of portfolio
4,687
Q4 2025 Added 30.56%
$405B
$1.73 Million 0.87% of portfolio
1,693
Q2 2025 New
$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%
$1.74T
$1.53 Million 0.77% of portfolio
5,354
Q4 2025 Reduced 5.69%
$0
$1.42 Million 0.72% of portfolio
12,920
Q4 2025 Added 129.69%
$139B
$1.4 Million 0.71% of portfolio
4,073
Q4 2025 Added 9.4%
$319B
$1.27 Million 0.64% of portfolio
16,334
Q4 2025 Added 1.95%
$104B
$1.21 Million 0.61% of portfolio
20,760
Q3 2025 Reduced 3.09%
$123B
$1.12 Million 0.57% of portfolio
2,372
Q4 2025 Reduced 35.81%
$258B
$995,000 0.5% of portfolio
5,668
Q4 2025 Added 0.11%
$0
$884,000 0.45% of portfolio
1,329
Q4 2025 Added 4.89%
$44.1B
$881,000 0.45% of portfolio
10,942
Q3 2024 New
$123B
$849,000 0.43% of portfolio
15,531
Q4 2025 Reduced 0.33%
$413B
$841,000 0.43% of portfolio
16,353
Q4 2025 Reduced 4.97%
$522B
$809,000 0.41% of portfolio
4,056
Q4 2025 Reduced 1.67%
$21.5B
$665,000 0.34% of portfolio
9,000
Q3 2024 New
$268B
$681,000 0.34% of portfolio
2,761
Q3 2024 Reduced 0.04%
$25.4B
$636,000 0.32% of portfolio
8,689
Q3 2025 Reduced 0.26%
$300B
$608,000 0.31% of portfolio
1,900
Q4 2025 Added 82.52%
$143B
$589,000 0.3% of portfolio
16,986
Q4 2025 Added 7.39%
$49.1B
$574,000 0.29% of portfolio
5,213
Q4 2025 Added 1,028.35%
$0
$572,000 0.29% of portfolio
20,857
Q4 2025 Reduced 30.37%

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
Track This Portfolio

Track Finer Wealth Management, Inc. Portfolio

Follow Finer Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Finer Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Finer Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email