Finer Wealth Management, Inc. Top Holdings and 13F Report (2025) About Finer Wealth Management, Inc.Investment ActivityFiner Wealth Management, Inc. has $187.07 million in total holdings as of June 30, 2025.Finer Wealth Management, Inc. owns shares of 86 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 4.38% of the portfolio was purchased this quarter.About 3.35% of the portfolio was sold this quarter.This quarter, Finer Wealth Management, Inc. has purchased 86 new stocks and bought additional shares in 27 stocks.Finer Wealth Management, Inc. sold shares of 39 stocks and completely divested from 7 stocks this quarter.Largest Holdings Microsoft $14,678,252Apple $13,844,279NVIDIA $13,551,509Eli Lilly and Company $11,353,220Meta Platforms $10,107,413 Largest New Holdings this Quarter N07059210 - ASML $1,356,753 Holding88634T493 - TIDAL TR II $329,761 Holding244916102 - DEFI TECHNOLOGIES INC $298,860 Holding91324P102 - UnitedHealth Group $241,465 Holding718172109 - Philip Morris International $229,120 Holding Largest Purchases this Quarter ISHARES BITCOIN TRUST ETF 22,872 shares (about $1.40M)ASML 1,693 shares (about $1.36M)AT&T 26,947 shares (about $779.85K)Verizon Communications 16,681 shares (about $721.78K)PALANTIR TECHNOLOGIES INC 3,625 shares (about $494.16K) Largest Sales this Quarter Intel 75,425 shares (about $1.69M)Eli Lilly and Company 434 shares (about $338.32K)MicroStrategy 681 shares (about $275.28K)Air Products and Chemicals 760 shares (about $214.34K)Royal Caribbean Cruises 468 shares (about $146.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFiner Wealth Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$14,678,252$63,172 ▼-0.4%29,5097.8%Computer and TechnologyAAPLApple$13,844,279$5,950 ▼0.0%67,4777.4%Computer and TechnologyNVDANVIDIA$13,551,509$92,583 ▲0.7%85,7747.2%Computer and TechnologyLLYEli Lilly and Company$11,353,220$338,320 ▼-2.9%14,5646.1%MedicalMETAMeta Platforms$10,107,413$82,666 ▲0.8%13,6945.4%Computer and TechnologyAMZNAmazon.com$9,647,682$100,919 ▲1.1%43,9755.2%Retail/WholesaleMSTRMicroStrategy$8,993,309$275,281 ▼-3.0%22,2484.8%Computer and TechnologyGOOGLAlphabet$6,496,170$62,561 ▲1.0%36,8623.5%Computer and TechnologyJPMJPMorgan Chase & Co.$6,127,911$103,499 ▲1.7%21,1373.3%FinanceWMTWalmart$4,781,805$66,001 ▲1.4%48,9042.6%Retail/WholesalePGProcter & Gamble$3,972,278$107,858 ▲2.8%24,9332.1%Consumer StaplesCATCaterpillar$3,897,951$140,141 ▲3.7%10,0412.1%IndustrialsTAT&T$3,831,189$779,845 ▲25.6%132,3842.0%Computer and TechnologyMRKMerck & Co., Inc.$3,385,038$34,039 ▲1.0%42,7621.8%MedicalCRMSalesforce$3,380,698$43,356 ▲1.3%12,3981.8%Computer and TechnologyETEnergy Transfer$3,343,402$156,697 ▲4.9%184,4131.8%EnergyAMDAdvanced Micro Devices$3,101,485$252,296 ▲8.9%21,8571.7%Computer and TechnologyVZVerizon Communications$3,090,549$721,784 ▲30.5%71,4251.7%Computer and TechnologySCHWCharles Schwab$2,914,072$110,034 ▲3.9%31,9391.6%FinanceMCDMcDonald's$2,811,131$127,088 ▲4.7%9,6221.5%Retail/WholesaleXOMExxon Mobil$2,744,000$21,775 ▼-0.8%25,4551.5%EnergyTSMTaiwan Semiconductor Manufacturing$2,650,159$50,507 ▼-1.9%11,7011.4%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$2,430,549$30,708 ▼-1.2%28,6521.3%SHS REP COM UTISHARES BITCOIN TRUST ETF$2,428,078$1,399,995 ▲136.2%39,6681.3%SHS BEN INTPEPPepsiCo$2,305,082$149,605 ▲6.9%17,4571.2%Consumer StaplesCVXChevron$2,259,473$47,395 ▼-2.1%15,7801.2%EnergyKOCocaCola$1,890,369$4,952 ▼-0.3%26,7191.0%Consumer StaplesSUNSunoco$1,765,372$46,034 ▲2.7%32,9420.9%EnergyTSLATesla$1,746,017$192,802 ▲12.4%5,4970.9%Auto/Tires/TrucksLMTLockheed Martin$1,742,830$192,670 ▲12.4%3,7630.9%AerospacePALANTIR TECHNOLOGIES INC$1,517,105$494,160 ▲48.3%11,1290.8%CL AASMLASML$1,356,753$1,356,753 ▲New Holding1,6930.7%Computer and TechnologyMOAltria Group$1,255,913$20,990 ▲1.7%21,4210.7%Consumer StaplesIBBiShares Biotechnology ETF$1,155,678$28,591 ▼-2.4%9,1350.6%FinanceCSCOCisco Systems$1,111,537$24,907 ▼-2.2%16,0210.6%Computer and TechnologyTXNTexas Instruments$1,100,263$61,253 ▼-5.3%5,2990.6%Computer and TechnologyKHCKraft Heinz$1,061,458$3,047 ▼-0.3%41,1100.6%Consumer StaplesGLDSPDR Gold Shares$1,058,370$51,211 ▼-4.6%3,4720.6%FinanceAVGOBroadcom$1,025,969$19,020 ▲1.9%3,7220.5%Computer and TechnologyGOOGAlphabet$1,010,152$23,059 ▲2.3%5,6950.5%Computer and TechnologyBACBank of America$913,655$83,804 ▼-8.4%19,3080.5%FinanceSCHASchwab US Small-Cap ETF$891,344$102,313 ▼-10.3%35,2310.5%ETFRTXRTX$845,456$20,297 ▼-2.3%5,7900.5%AerospaceSPYSPDR S&P 500 ETF Trust$796,483$1,236 ▲0.2%1,2890.4%FinanceBTIBritish American Tobacco$749,9910.0%15,8460.4%Consumer StaplesXELXcel Energy$745,1500.0%10,9420.4%UtilitiesJNJJohnson & Johnson$686,153$55,754 ▼-7.5%4,4920.4%MedicalDEDeere & Company$668,704$71,193 ▼-9.6%1,3150.4%IndustrialsLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$631,682$12,934 ▼-2.0%5,7630.3%FinanceNFLXNetflix$625,9920.0%4670.3%Consumer DiscretionaryCMSCMS Energy$623,5200.0%9,0000.3%UtilitiesGSThe Goldman Sachs Group$571,343$130,269 ▼-18.6%8070.3%FinanceKMBKimberly-Clark$564,927$16,760 ▼-2.9%4,3820.3%Consumer StaplesESEversource Energy$554,2570.0%8,7120.3%UtilitiesBMYBristol Myers Squibb$509,079$94,845 ▼-15.7%10,9980.3%MedicalETHEGrayscale Ethereum Trust (ETH)$508,671$3,546 ▼-0.7%24,3850.3%MiscellaneousHDHome Depot$484,595$43,254 ▼-8.2%1,3220.3%Retail/WholesaleIVViShares Core S&P 500 ETF$429,042$30,424 ▼-6.6%6910.2%ETFVIGVanguard Dividend Appreciation ETF$409,3400.0%2,0000.2%ETFISRGIntuitive Surgical$409,1880.0%7530.2%MedicalEBCEastern Bankshares$408,860$1,985 ▲0.5%26,7750.2%FinanceINTCIntel$407,730$1,689,542 ▼-80.6%18,2020.2%Computer and TechnologyAPDAir Products and Chemicals$406,125$214,344 ▼-34.5%1,4400.2%Basic MaterialsCNPCenterPoint Energy$405,9400.0%11,0490.2%UtilitiesLAESSEALSQ$403,0000.0%100,0000.2%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$397,899$36,220 ▼-8.3%13,6220.2%ETFDISWalt Disney$352,064$87,055 ▼-19.8%2,8390.2%Consumer DiscretionaryMUMicron Technology$340,2970.0%2,7610.2%Computer and TechnologyTIDAL TR II$329,761$329,761 ▲New Holding14,8740.2%YIELDMAX MSTR OPWISEKEY INTERNATIONAL HLDS L$324,7000.0%49,4970.2%SPON ADRVVisa$322,385$73,495 ▼-18.6%9080.2%Business ServicesEPDEnterprise Products Partners$316,147$7,504 ▼-2.3%10,1950.2%EnergyDEFI TECHNOLOGIES INC$298,860$298,860 ▲New Holding102,0000.2%COMIBMInternational Business Machines$293,8960.0%9970.2%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$289,312$85,474 ▼-22.8%9,4300.2%ETFSCHDSchwab US Dividend Equity ETF$287,101$51,834 ▼-15.3%10,8340.2%ETFGRAYSCALE BITCOIN MINI TR ET$271,411$4,775 ▼-1.7%5,6840.1%SHS NEWRCLRoyal Caribbean Cruises$265,543$146,550 ▼-35.6%8480.1%Consumer DiscretionaryWFCWells Fargo & Company$261,512$4,967 ▼-1.9%3,2640.1%FinanceSOSouthern$241,880$15,978 ▼-6.2%2,6340.1%UtilitiesUNHUnitedHealth Group$241,465$241,465 ▲New Holding7740.1%MedicalPMPhilip Morris International$229,120$229,120 ▲New Holding1,2580.1%Consumer StaplesUSOUnited States Oil Fund$207,925$17,985 ▼-8.0%2,8440.1%ETFDDC ENTERPRISE LTD$109,000$109,000 ▲New Holding10,0000.1%CL A ORD SHSCOLUMBUS CIRCLE CAP CORP. I$106,200$106,200 ▲New Holding10,0000.1%SHS CL ATLRYTilray Brands$6,0700.0%14,6470.0%MedicalTMOThermo Fisher Scientific$0$1,101,848 ▼-100.0%00.0%MedicalPFEPfizer$0$239,260 ▼-100.0%00.0%MedicalABBVAbbVie$0$214,129 ▼-100.0%00.0%MedicalYNDXYandex$0$211,100 ▼-100.0%00.0%Computer and TechnologySXCSunCoke Energy$0$205,142 ▼-100.0%00.0%EnergyFFord Motor$0$171,162 ▼-100.0%00.0%Auto/Tires/TrucksBITFBitfarms$0$9,931 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access