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

About Finer Wealth Management, Inc.

Investment Activity

Finer Wealth Management, Inc. has $174.45 million in total holdings as of December 31, 2024.
Finer Wealth Management, Inc. owns shares of 82 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 7.66% of the portfolio was purchased this quarter.
About 1.63% of the portfolio was sold this quarter.
This quarter, Finer Wealth Management, Inc. has purchased 79 new stocks and bought additional shares in 30 stocks.
Finer Wealth Management, Inc. sold shares of 31 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple: $17,199,785
Microsoft: $12,418,069
Eli Lilly and Company: $11,974,378
NVIDIA: $10,775,676
Amazon.com: $9,716,474

Largest New Holdings this Quarter

MicroStrategy: $6,506,313 Holding
iShares iBoxx $ Investment Grade Corporate Bond ETF: $627,471 Holding
SEALSQ: $615,000 Holding
WISEKEY INTERNATIONAL HLDS L: $448,195 Holding
GRAYSCALE BITCOIN MINI TR ET: $254,653 Holding

Largest Purchases this Quarter

MicroStrategy: 22,465 shares (about $6.51M)
GRAYSCALE BITCOIN TRUST ETF: 15,657 shares (about $1.16M)
Schwab US Small-Cap ETF: 25,314 shares (about $654.62K)
iShares iBoxx $ Investment Grade Corporate Bond ETF: 5,873 shares (about $627.47K)
SEALSQ: 100,000 shares (about $615K)

Largest Sales this Quarter

Eli Lilly and Company: 454 shares (about $350.48K)
Bristol-Myers Squibb: 3,668 shares (about $207.47K)
iShares Preferred and Income Securities ETF: 4,756 shares (about $149.53K)
Verizon Communications: 3,514 shares (about $140.52K)
NVIDIA: 968 shares (about $129.99K)

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	$17,199,785	$130,468 ▲	0.8%	68,684	9.9%	Computer and Technology
MSFT Microsoft	$12,418,069	$279,029 ▲	2.3%	29,462	7.1%	Computer and Technology
LLY Eli Lilly and Company	$11,974,378	$350,485 ▼	-2.8%	15,511	6.9%	Medical
NVDA NVIDIA	$10,775,676	$129,992 ▼	-1.2%	80,242	6.2%	Computer and Technology
AMZN Amazon.com	$9,716,474	$133,827 ▲	1.4%	44,289	5.6%	Retail/Wholesale
META Meta Platforms	$8,027,116	$46,254 ▼	-0.6%	13,710	4.6%	Computer and Technology
GOOGL Alphabet	$6,931,636	$139,326 ▲	2.1%	36,617	4.0%	Computer and Technology
MSTR MicroStrategy	$6,506,313	$6,506,313 ▲	New Holding	22,465	3.7%	Computer and Technology
JPM JPMorgan Chase & Co.	$4,897,931	$126,805 ▲	2.7%	20,433	2.8%	Finance
WMT Walmart	$4,348,859	$80,412 ▲	1.9%	48,133	2.5%	Retail/Wholesale
MRK Merck & Co., Inc.	$4,183,806	$2,089 ▲	0.0%	42,057	2.4%	Medical
CRM Salesforce	$4,034,358	$5,015 ▲	0.1%	12,067	2.3%	Computer and Technology
PG Procter & Gamble	$4,014,141	$5,197 ▲	0.1%	23,944	2.3%	Consumer Staples
CAT Caterpillar	$3,420,496	$31,198 ▲	0.9%	9,429	2.0%	Industrial Products
ET Energy Transfer	$3,381,961	$239,449 ▲	7.6%	172,637	1.9%	Oils/Energy
XOM Exxon Mobil	$2,669,021	$45,502 ▼	-1.7%	24,812	1.5%	Oils/Energy
MCD McDonald's	$2,575,475	$106,393 ▲	4.3%	8,884	1.5%	Retail/Wholesale
PEP PepsiCo	$2,396,081	$31,934 ▲	1.4%	15,757	1.4%	Consumer Staples
AMD Advanced Micro Devices	$2,368,672	$60,032 ▲	2.6%	19,610	1.4%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$2,366,128	$23,896 ▼	-1.0%	11,981	1.4%	Computer and Technology
INTC Intel	$2,362,288	$12,371 ▼	-0.5%	117,820	1.4%	Computer and Technology
T AT&T	$2,304,600	$14,436 ▲	0.6%	101,212	1.3%	Computer and Technology
GRAYSCALE BITCOIN TRUST ETF	$2,262,643	$1,158,931 ▲	105.0%	30,568	1.3%	SHS REP COM UT
CVX Chevron	$2,238,272	$35,632 ▼	-1.6%	15,453	1.3%	Oils/Energy
SCHW Charles Schwab	$2,150,425	$139,360 ▲	6.9%	29,056	1.2%	Finance
VZ Verizon Communications	$2,093,873	$140,525 ▼	-6.3%	52,360	1.2%	Computer and Technology
KO Coca-Cola	$1,682,577	$125 ▼	0.0%	27,025	1.0%	Consumer Staples
SUN Sunoco	$1,596,050	$47,377 ▲	3.1%	31,027	0.9%	Oils/Energy
LMT Lockheed Martin	$1,536,341	$122,441 ▲	8.7%	3,162	0.9%	Aerospace
TSLA Tesla	$1,489,158	$7,672 ▲	0.5%	3,688	0.9%	Auto/Tires/Trucks
KHC Kraft Heinz	$1,216,513	$21,743 ▼	-1.8%	39,613	0.7%	Consumer Staples
TMO Thermo Fisher Scientific	$1,170,148	$70,760 ▼	-5.7%	2,249	0.7%	Medical
GLD SPDR Gold Shares	$1,150,602	$181,113 ▲	18.7%	4,752	0.7%	Finance
IBB iShares Biotechnology ETF	$1,133,833	$149,001 ▲	15.1%	8,576	0.6%	Finance
SCHA Schwab US Small-Cap ETF	$1,121,626	$654,620 ▲	140.2%	43,373	0.6%	ETF
MO Altria Group	$1,101,384	$4,340 ▼	-0.4%	21,063	0.6%	Consumer Staples
TXN Texas Instruments	$1,089,435	$43,127 ▲	4.1%	5,810	0.6%	Computer and Technology
GOOG Alphabet	$1,060,436	$571 ▲	0.1%	5,568	0.6%	Computer and Technology
CSCO Cisco Systems	$969,696		0.0%	16,380	0.6%	Computer and Technology
BAC Bank of America	$966,900	$104,601 ▼	-9.8%	22,000	0.6%	Finance
BMY Bristol-Myers Squibb	$896,560	$207,468 ▼	-18.8%	15,851	0.5%	Medical
AVGO Broadcom	$846,912	$696 ▲	0.1%	3,653	0.5%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$823,009	$4,103 ▼	-0.5%	1,404	0.5%	Finance
XEL Xcel Energy	$738,804		0.0%	10,942	0.4%	Utilities
JNJ Johnson & Johnson	$703,574	$29,647 ▼	-4.0%	4,865	0.4%	Medical
RTX RTX	$690,617	$46,635 ▼	-6.3%	5,968	0.4%	Aerospace
ETHE Grayscale Ethereum Trust (ETH)	$688,031		0.0%	24,555	0.4%	Miscellaneous
APD Air Products and Chemicals	$659,299	$22,044 ▼	-3.2%	2,273	0.4%	Basic Materials
DE Deere & Company	$646,038	$27,112 ▼	-4.0%	1,525	0.4%	Industrial Products
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$627,471	$627,471 ▲	New Holding	5,873	0.4%	Finance
LAES SEALSQ	$615,000	$615,000 ▲	New Holding	100,000	0.4%	Computer and Technology
CMS CMS Energy	$599,850		0.0%	9,000	0.3%	Utilities
KMB Kimberly-Clark	$595,839		0.0%	4,547	0.3%	Consumer Staples
BTI British American Tobacco	$577,343		0.0%	15,896	0.3%	Consumer Staples
GS The Goldman Sachs Group	$566,369	$42,950 ▼	-7.0%	989	0.3%	Finance
HD Home Depot	$559,776	$1,556 ▲	0.3%	1,439	0.3%	Retail/Wholesale
ES Eversource Energy	$500,330		0.0%	8,712	0.3%	Utilities
EBC Eastern Bankshares	$457,745	$28,514 ▼	-5.9%	26,536	0.3%	Finance
WISEKEY INTERNATIONAL HLDS L	$448,195	$448,195 ▲	New Holding	49,497	0.3%	SPON ADR
IVV iShares Core S&P 500 ETF	$435,623	$48,860 ▼	-10.1%	740	0.2%	ETF
NFLX Netflix	$430,935	$892 ▲	0.2%	483	0.2%	Consumer Discretionary
PFF iShares Preferred and Income Securities ETF	$417,146	$149,529 ▼	-26.4%	13,268	0.2%	ETF
DIS Walt Disney	$415,934	$45,435 ▼	-9.8%	3,735	0.2%	Consumer Discretionary
SCHG Schwab U.S. Large-Cap Growth ETF	$408,741	$303,002 ▲	286.6%	14,666	0.2%	ETF
PFE Pfizer	$399,250	$31,836 ▼	-7.4%	15,049	0.2%	Medical
ISRG Intuitive Surgical	$398,255	$38,625 ▼	-8.8%	763	0.2%	Medical
VIG Vanguard Dividend Appreciation ETF	$391,660		0.0%	2,000	0.2%	ETF
V Visa	$359,337	$53,095 ▼	-12.9%	1,137	0.2%	Business Services
CNP CenterPoint Energy	$350,585		0.0%	11,049	0.2%	Utilities
USO United States Oil Fund	$346,699	$453 ▼	-0.1%	4,589	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$345,407	$226,182 ▲	189.7%	12,643	0.2%	ETF
EPD Enterprise Products Partners	$342,022	$54,317 ▼	-13.7%	10,906	0.2%	Oils/Energy
RCL Royal Caribbean Cruises	$304,280		0.0%	1,319	0.2%	Consumer Discretionary
F Ford Motor	$271,597	$10,049 ▼	-3.6%	27,434	0.2%	Auto/Tires/Trucks
GRAYSCALE BITCOIN MINI TR ET	$254,653	$254,653 ▲	New Holding	6,082	0.1%	SHS NEW
ISHARES BITCOIN TRUST ETF	$252,147	$252,147 ▲	New Holding	4,753	0.1%	SHS BEN INT
SXC SunCoke Energy	$238,589		0.0%	22,298	0.1%	Oils/Energy
WFC Wells Fargo & Company	$237,552	$237,552 ▲	New Holding	3,382	0.1%	Finance
MU Micron Technology	$232,342		0.0%	2,761	0.1%	Computer and Technology
SO Southern	$231,155		0.0%	2,808	0.1%	Utilities
IBM International Business Machines	$222,908	$3,957 ▼	-1.7%	1,014	0.1%	Computer and Technology
TLRY Tilray	$20,289		0.0%	15,255	0.0%	Consumer Staples
SHY iShares 1-3 Year Treasury Bond ETF	$0	$660,689 ▼	-100.0%	0	0.0%	Manufacturing
ABBV AbbVie	$0	$202,413 ▼	-100.0%	0	0.0%	Medical
GRAYSCALE BITCOIN MINI TR BT	$0	$83,949 ▼	-100.0%	0	0.0%	SHS
GRAYSCALE ETHEREUM MINI TR E	$0	$59,914 ▼	-100.0%	0	0.0%	COM UNIT

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