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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$403B
$521,000 0.34% of portfolio
1,515
Q2 2024 Reduced 6.48%
$175B
$512,000 0.33% of portfolio
5,162
Q2 2024 Reduced 2.92%
$474B
$490,000 0.32% of portfolio
1,868
Q2 2024 Reduced 20.95%
$22.8B
$494,000 0.32% of portfolio
8,712
Q2 2024 Reduced 15.66%
$177B
$481,000 0.31% of portfolio
1,065
Q2 2024 Reduced 37.65%
$0
$450,000 0.29% of portfolio
823
Q2 2024 Reduced 3.52%
$62.4B
$434,000 0.28% of portfolio
14,997
Q2 2024 Reduced 3.0%
$0
$408,000 0.26% of portfolio
4,052
Q2 2024 Added 2.4%
$2.9B
$392,000 0.25% of portfolio
28,091
Q2 2024 Added 0.43%
$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%
$178B
$372,000 0.24% of portfolio
837
Q4 2023 Reduced 8.52%
$78.4B
$371,000 0.24% of portfolio
12,014
Q2 2024 Added 32.43%
$40.6B
$366,000 0.24% of portfolio
29,251
Q2 2024 Reduced 0.13%
$0
$354,000 0.23% of portfolio
4,564
Q2 2024 Added 5.02%
$108B
$363,000 0.23% of portfolio
2,762
Q1 2024 Reduced 17.77%
$336B
$325,000 0.21% of portfolio
483
Q1 2024 Reduced 5.66%
$719M
$218,000 0.14% of portfolio
22,298
Q1 2022 New
$99.1B
$217,000 0.14% of portfolio
2,808
Q1 2024 New
$52.6B
$210,000 0.14% of portfolio
1,319
Q2 2024 New
$246B
$210,000 0.14% of portfolio
3,551
Q2 2024 Reduced 0.84%
$1B
$31,000 0.02% of portfolio
18,680
Q2 2024 New

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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