Finer Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Finer Wealth Management, Inc.

Investment Activity

Finer Wealth Management, Inc. has $166.91 million in total holdings as of March 31, 2025.
Finer Wealth Management, Inc. owns shares of 86 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 2.48% of the portfolio was purchased this quarter.
About 1.73% of the portfolio was sold this quarter.
This quarter, Finer Wealth Management, Inc. has purchased 82 new stocks and bought additional shares in 30 stocks.
Finer Wealth Management, Inc. sold shares of 37 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Apple: $14,995,016
Eli Lilly and Company: $12,386,994
Microsoft: $11,125,200
NVIDIA: $9,232,633
Amazon.com: $8,279,086

Largest New Holdings this Quarter

69608A108 - PALANTIR TECHNOLOGIES INC: $633,338 Holding
00287Y109 - AbbVie: $214,129 Holding
N97284108 - Yandex: $211,100 Holding
09173B107 - Bitfarms: $9,931 Holding

Largest Purchases this Quarter

PALANTIR TECHNOLOGIES INC: 7,504 shares (about $633.34K)
ISHARES BITCOIN TRUST ETF: 12,043 shares (about $563.73K)
NVIDIA: 4,946 shares (about $536.05K)
Tesla: 1,202 shares (about $311.48K)
AbbVie: 1,022 shares (about $214.13K)

Largest Sales this Quarter

Intel: 24,193 shares (about $549.42K)
Eli Lilly and Company: 513 shares (about $423.69K)
SPDR Gold Shares: 1,112 shares (about $320.41K)
Apple: 1,178 shares (about $261.67K)
Bristol-Myers Squibb: 2,804 shares (about $171.02K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$14,995,016	$261,668 ▼	-1.7%	67,506	9.0%	Computer and Technology
LLY Eli Lilly and Company	$12,386,994	$423,692 ▼	-3.3%	14,998	7.4%	Medical
MSFT Microsoft	$11,125,200	$65,319 ▲	0.6%	29,636	6.7%	Computer and Technology
NVDA NVIDIA	$9,232,633	$536,045 ▲	6.2%	85,188	5.5%	Computer and Technology
AMZN Amazon.com	$8,279,086	$147,260 ▼	-1.7%	43,515	5.0%	Retail/Wholesale
META Meta Platforms	$7,828,345	$73,776 ▼	-0.9%	13,582	4.7%	Computer and Technology
MSTR Strategy	$6,609,743	$133,757 ▲	2.1%	22,929	4.0%	Computer and Technology
GOOGL Alphabet	$5,645,419	$17,010 ▼	-0.3%	36,507	3.4%	Computer and Technology
JPM JPMorgan Chase & Co.	$5,097,450	$85,121 ▲	1.7%	20,780	3.1%	Finance
WMT Walmart	$4,234,024	$8,428 ▲	0.2%	48,229	2.5%	Retail/Wholesale
PG Procter & Gamble	$4,133,774	$53,172 ▲	1.3%	24,256	2.5%	Consumer Staples
MRK Merck & Co., Inc.	$3,799,688	$24,684 ▲	0.7%	42,332	2.3%	Medical
CRM Salesforce	$3,284,490	$46,158 ▲	1.4%	12,239	2.0%	Computer and Technology
ET Energy Transfer	$3,267,564	$58,242 ▲	1.8%	175,770	2.0%	Energy
CAT Caterpillar	$3,192,620	$82,784 ▲	2.7%	9,680	1.9%	Industrials
XOM Exxon Mobil	$3,051,436	$100,497 ▲	3.4%	25,657	1.8%	Energy
T AT&T	$2,981,769	$119,483 ▲	4.2%	105,437	1.8%	Computer and Technology
MCD McDonald's	$2,869,834	$94,651 ▲	3.4%	9,187	1.7%	Retail/Wholesale
CVX Chevron	$2,695,157	$110,075 ▲	4.3%	16,111	1.6%	Energy
VZ Verizon Communications	$2,483,186	$108,138 ▲	4.6%	54,744	1.5%	Computer and Technology
PEP PepsiCo	$2,447,691	$85,018 ▲	3.6%	16,324	1.5%	Consumer Staples
SCHW Charles Schwab	$2,405,817	$131,278 ▲	5.8%	30,733	1.4%	Finance
INTC Intel	$2,126,263	$549,421 ▼	-20.5%	93,627	1.3%	Computer and Technology
AMD Advanced Micro Devices	$2,062,899	$48,185 ▲	2.4%	20,079	1.2%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$1,979,384	$9,462 ▼	-0.5%	11,924	1.2%	Computer and Technology
KO Coca-Cola	$1,918,628	$16,902 ▼	-0.9%	26,789	1.1%	Consumer Staples
GRAYSCALE BITCOIN TRUST ETF	$1,890,842	$101,274 ▼	-5.1%	29,014	1.1%	SHS REP COM UT
SUN Sunoco	$1,862,765	$61,312 ▲	3.4%	32,083	1.1%	Energy
LMT Lockheed Martin	$1,495,297	$82,650 ▲	5.9%	3,347	0.9%	Aerospace
TSLA Tesla	$1,267,162	$311,478 ▲	32.6%	4,890	0.8%	Auto/Tires/Trucks
MO Altria Group	$1,264,201		0.0%	21,063	0.8%	Consumer Staples
KHC Kraft Heinz	$1,254,555	$49,144 ▲	4.1%	41,228	0.8%	Consumer Staples
IBB iShares Biotechnology ETF	$1,197,281	$100,402 ▲	9.2%	9,361	0.7%	Finance
TMO Thermo Fisher Scientific	$1,101,848	$17,419 ▼	-1.6%	2,214	0.7%	Medical
GLD SPDR Gold Shares	$1,048,830	$320,412 ▼	-23.4%	3,640	0.6%	Finance
CSCO Cisco Systems	$1,010,810		0.0%	16,380	0.6%	Computer and Technology
TXN Texas Instruments	$1,005,281	$38,817 ▼	-3.7%	5,594	0.6%	Computer and Technology
SCHA Schwab US Small-Cap ETF	$920,213	$96,016 ▼	-9.4%	39,275	0.6%	ETF
BAC Bank of America	$879,627	$38,433 ▼	-4.2%	21,079	0.5%	Finance
GOOG Alphabet	$869,415	$469 ▼	-0.1%	5,565	0.5%	Computer and Technology
JNJ Johnson & Johnson	$805,482	$1,327 ▼	-0.2%	4,857	0.5%	Medical
BMY Bristol-Myers Squibb	$795,736	$171,016 ▼	-17.7%	13,047	0.5%	Medical
ISHARES BITCOIN TRUST ETF	$786,221	$563,733 ▲	253.4%	16,796	0.5%	SHS BEN INT
RTX RTX	$785,355	$5,166 ▼	-0.7%	5,929	0.5%	Aerospace
XEL Xcel Energy	$774,584		0.0%	10,942	0.5%	Utilities
SPY SPDR S&P 500 ETF Trust	$719,765	$65,433 ▼	-8.3%	1,287	0.4%	Finance
DE Deere & Company	$682,904	$32,854 ▼	-4.6%	1,455	0.4%	Industrials
CMS CMS Energy	$675,990		0.0%	9,000	0.4%	Utilities
BTI British American Tobacco	$655,549	$2,068 ▼	-0.3%	15,846	0.4%	Consumer Staples
APD Air Products and Chemicals	$648,918	$21,532 ▼	-3.2%	2,200	0.4%	Basic Materials
KMB Kimberly-Clark	$641,697	$4,978 ▼	-0.8%	4,512	0.4%	Consumer Staples
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$639,206	$870 ▲	0.1%	5,881	0.4%	Finance
PALANTIR TECHNOLOGIES INC	$633,338	$633,338 ▲	New Holding	7,504	0.4%	CL A
AVGO Broadcom	$611,622		0.0%	3,653	0.4%	Computer and Technology
GS The Goldman Sachs Group	$541,532	$1,093 ▲	0.2%	991	0.3%	Finance
ES Eversource Energy	$541,102		0.0%	8,712	0.3%	Utilities
HD Home Depot	$527,859	$367 ▲	0.1%	1,440	0.3%	Retail/Wholesale
EBC Eastern Bankshares	$436,982	$1,788 ▲	0.4%	26,645	0.3%	Finance
NFLX Netflix	$435,492	$14,920 ▼	-3.3%	467	0.3%	Consumer Discretionary
IVV iShares Core S&P 500 ETF	$415,806		0.0%	740	0.2%	ETF
CNP CenterPoint Energy	$400,305		0.0%	11,049	0.2%	Utilities
V Visa	$390,763	$7,710 ▼	-1.9%	1,115	0.2%	Business Services
VIG Vanguard Dividend Appreciation ETF	$387,980		0.0%	2,000	0.2%	ETF
PFF iShares Preferred and Income Securities ETF	$375,398	$32,328 ▼	-7.9%	12,216	0.2%	ETF
ETHE Grayscale Ethereum Trust (ETH)	$373,727		0.0%	24,555	0.2%	Miscellaneous
ISRG Intuitive Surgical	$372,938	$4,953 ▼	-1.3%	753	0.2%	Medical
SCHG Schwab U.S. Large-Cap Growth ETF	$372,144	$4,908 ▲	1.3%	14,862	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$357,608	$4,110 ▲	1.2%	12,790	0.2%	ETF
EPD Enterprise Products Partners	$356,319	$16,012 ▼	-4.3%	10,437	0.2%	Energy
DIS Walt Disney	$349,497	$19,148 ▼	-5.2%	3,541	0.2%	Consumer Discretionary
RCL Royal Caribbean Cruises	$270,359	$616 ▼	-0.2%	1,316	0.2%	Consumer Discretionary
LAES SEALSQ	$260,000		0.0%	100,000	0.2%	Computer and Technology
SO Southern	$258,196		0.0%	2,808	0.2%	Utilities
IBM International Business Machines	$247,914	$4,227 ▼	-1.7%	997	0.1%	Computer and Technology
MU Micron Technology	$239,890		0.0%	2,761	0.1%	Computer and Technology
PFE Pfizer	$239,260	$142,081 ▼	-37.3%	9,442	0.1%	Medical
USO United States Oil Fund	$238,950	$115,918 ▼	-32.7%	3,090	0.1%	ETF
WFC Wells Fargo & Company	$238,774	$4,020 ▼	-1.7%	3,326	0.1%	Finance
ABBV AbbVie	$214,129	$214,129 ▲	New Holding	1,022	0.1%	Medical
YNDX Yandex	$211,100	$211,100 ▲	New Holding	10,000	0.1%	Computer and Technology
GRAYSCALE BITCOIN MINI TR ET	$211,058	$10,874 ▼	-4.9%	5,784	0.1%	SHS NEW
SXC SunCoke Energy	$205,142		0.0%	22,298	0.1%	Energy
WISEKEY INTERNATIONAL HLDS L	$194,523		0.0%	49,497	0.1%	SPON ADR
F Ford Motor	$171,162	$104,001 ▼	-37.8%	17,065	0.1%	Auto/Tires/Trucks
BITF Bitfarms	$9,931	$9,931 ▲	New Holding	12,600	0.0%	Business Services
TLRY Tilray	$9,630	$400 ▼	-4.0%	14,647	0.0%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Finer Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Finer Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Finer Wealth Management, Inc. Top Holdings and 13F Report (2025)

About Finer Wealth Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofFiner Wealth Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools