Finer Wealth Management, Inc. Top Holdings and 13F Report (2024)

About Finer Wealth Management, Inc.

Investment Activity

Finer Wealth Management, Inc. has $162.02 million in total holdings as of September 30, 2024.
Finer Wealth Management, Inc. owns shares of 79 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 5.37% of the portfolio was purchased this quarter.
About 3.50% of the portfolio was sold this quarter.
This quarter, Finer Wealth Management, Inc. has purchased 73 new stocks and bought additional shares in 24 stocks.
Finer Wealth Management, Inc. sold shares of 39 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple: $15,881,879
Eli Lilly and Company: $14,143,875
Microsoft: $12,392,565
NVIDIA: $9,862,091
Amazon.com: $8,138,632

Largest New Holdings this Quarter

Xcel Energy: $714,513 Holding
iShares 1-3 Year Treasury Bond ETF: $660,689 Holding
CMS Energy: $635,670 Holding
Grayscale Ethereum Trust (ETH): $537,509 Holding
International Business Machines: $228,155 Holding

Largest Purchases this Quarter

Intel: 42,027 shares (about $985.95K)
Xcel Energy: 10,942 shares (about $714.51K)
iShares 1-3 Year Treasury Bond ETF: 6,152 shares (about $660.69K)
CMS Energy: 9,000 shares (about $635.67K)
Broadcom: 3,282 shares (about $566.15K)

Largest Sales this Quarter

Pfizer: 28,203 shares (about $816.19K)
Eli Lilly and Company: 570 shares (about $504.98K)
Bank of America: 11,314 shares (about $448.93K)
Bristol-Myers Squibb: 8,147 shares (about $421.52K)
iShares Preferred and Income Securities ETF: 9,898 shares (about $328.91K)

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	$15,881,879	$37,047 ▼	-0.2%	68,163	9.8%	Computer and Technology
LLY Eli Lilly and Company	$14,143,875	$504,980 ▼	-3.4%	15,965	8.7%	Medical
MSFT Microsoft	$12,392,565	$315,408 ▲	2.6%	28,800	7.6%	Computer and Technology
NVDA NVIDIA	$9,862,091	$213,733 ▲	2.2%	81,210	6.1%	Computer and Technology
AMZN Amazon.com	$8,138,632	$25,154 ▲	0.3%	43,679	5.0%	Retail/Wholesale
META Meta Platforms	$7,893,253	$65,257 ▼	-0.8%	13,789	4.9%	Computer and Technology
GOOGL Alphabet	$5,950,931	$19,736 ▼	-0.3%	35,881	3.7%	Computer and Technology
MRK Merck & Co., Inc.	$4,773,600	$108,336 ▼	-2.2%	42,036	2.9%	Medical
JPM JPMorgan Chase & Co.	$4,196,927	$65,788 ▼	-1.5%	19,904	2.6%	Finance
PG Procter & Gamble	$4,141,646	$104,957 ▼	-2.5%	23,913	2.6%	Consumer Staples
WMT Walmart	$3,814,910	$54,507 ▼	-1.4%	47,243	2.4%	Retail/Wholesale
CAT Caterpillar	$3,654,230	$174,439 ▼	-4.6%	9,343	2.3%	Industrial Products
CRM Salesforce	$3,298,670	$28,739 ▲	0.9%	12,052	2.0%	Computer and Technology
AMD Advanced Micro Devices	$3,136,034	$321,922 ▲	11.4%	19,113	1.9%	Computer and Technology
XOM Exxon Mobil	$2,958,011	$97,760 ▼	-3.2%	25,235	1.8%	Oils/Energy
INTC Intel	$2,778,528	$985,952 ▲	55.0%	118,437	1.7%	Computer and Technology
PEP PepsiCo	$2,643,847	$8,673 ▼	-0.3%	15,547	1.6%	Consumer Staples
MCD McDonald's	$2,593,500	$190,318 ▲	7.9%	8,517	1.6%	Retail/Wholesale
ET Energy Transfer	$2,574,646	$319,764 ▲	14.2%	160,414	1.6%	Oils/Energy
VZ Verizon Communications	$2,509,292	$80,793 ▲	3.3%	55,874	1.5%	Computer and Technology
CVX Chevron	$2,312,061	$15,317 ▼	-0.7%	15,699	1.4%	Oils/Energy
T AT&T	$2,212,707	$62,150 ▲	2.9%	100,578	1.4%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$2,101,754	$102,465 ▲	5.1%	12,102	1.3%	Computer and Technology
KO Coca-Cola	$1,942,189	$144 ▲	0.0%	27,027	1.2%	Consumer Staples
SCHW Charles Schwab	$1,761,070	$237,268 ▲	15.6%	27,173	1.1%	Finance
LMT Lockheed Martin	$1,701,108	$243,182 ▲	16.7%	2,910	1.0%	Aerospace
SUN Sunoco	$1,616,105	$162,222 ▲	11.2%	30,106	1.0%	Oils/Energy
TMO Thermo Fisher Scientific	$1,475,448	$118,160 ▼	-7.4%	2,385	0.9%	Medical
KHC Kraft Heinz	$1,415,686	$64,603 ▲	4.8%	40,321	0.9%	Consumer Staples
TXN Texas Instruments	$1,152,615	$191,896 ▲	20.0%	5,580	0.7%	Computer and Technology
IBB iShares Biotechnology ETF	$1,084,574	$435,781 ▲	67.2%	7,449	0.7%	Finance
MO Altria Group	$1,079,292	$430,931 ▲	66.5%	21,146	0.7%	Consumer Staples
BMY Bristol-Myers Squibb	$1,009,900	$421,520 ▼	-29.4%	19,519	0.6%	Medical
GLD SPDR Gold Shares	$973,212	$99,898 ▼	-9.3%	4,004	0.6%	Finance
BAC Bank of America	$967,380	$448,931 ▼	-31.7%	24,380	0.6%	Finance
TSLA Tesla	$959,788	$3,401 ▼	-0.4%	3,669	0.6%	Auto/Tires/Trucks
GOOG Alphabet	$930,334	$669 ▼	-0.1%	5,565	0.6%	Computer and Technology
SCHA Schwab US Small-Cap ETF	$930,039	$323,523 ▲	53.3%	18,059	0.6%	ETF
CSCO Cisco Systems	$871,744	$131,720 ▲	17.8%	16,380	0.5%	Computer and Technology
JNJ Johnson & Johnson	$821,642	$255,406 ▼	-23.7%	5,070	0.5%	Medical
SPY SPDR S&P 500 ETF Trust	$809,489	$50,485 ▼	-5.9%	1,411	0.5%	Finance
RTX RTX	$771,894	$727 ▼	-0.1%	6,371	0.5%	Aerospace
GRAYSCALE BITCOIN TR BTC	$753,006	$204,980 ▼	-21.4%	14,911	0.5%	SHS REP COM UT
XEL Xcel Energy	$714,513	$714,513 ▲	New Holding	10,942	0.4%	Utilities
APD Air Products and Chemicals	$699,398	$116,417 ▼	-14.3%	2,349	0.4%	Basic Materials
DE Deere & Company	$662,996	$188,593 ▼	-22.1%	1,589	0.4%	Industrial Products
SHY iShares 1-3 Year Treasury Bond ETF	$660,689	$660,689 ▲	New Holding	6,152	0.4%	Manufacturing
KMB Kimberly-Clark	$646,947	$39,981 ▼	-5.8%	4,547	0.4%	Consumer Staples
CMS CMS Energy	$635,670	$635,670 ▲	New Holding	9,000	0.4%	Utilities
AVGO Broadcom	$629,625	$566,145 ▲	891.8%	3,650	0.4%	Computer and Technology
PFF iShares Preferred and Income Securities ETF	$598,938	$328,911 ▼	-35.4%	18,024	0.4%	ETF
ES Eversource Energy	$592,851		0.0%	8,712	0.4%	Utilities
BTI British American Tobacco	$581,476	$142,004 ▲	32.3%	15,896	0.4%	Consumer Staples
HD Home Depot	$581,356	$32,410 ▼	-5.3%	1,435	0.4%	Retail/Wholesale
ETHE Grayscale Ethereum Trust (ETH)	$537,509	$537,509 ▲	New Holding	24,555	0.3%	Miscellaneous
GS The Goldman Sachs Group	$526,778	$495 ▼	-0.1%	1,064	0.3%	Finance
IVV iShares Core S&P 500 ETF	$474,723		0.0%	823	0.3%	ETF
PFE Pfizer	$470,246	$816,195 ▼	-63.4%	16,249	0.3%	Medical
EBC Eastern Bankshares	$462,021	$1,606 ▲	0.3%	28,189	0.3%	Finance
ISRG Intuitive Surgical	$411,193		0.0%	837	0.3%	Medical
DIS Walt Disney	$398,508	$98,016 ▼	-19.7%	4,143	0.2%	Consumer Discretionary
VIG Vanguard Dividend Appreciation ETF	$396,120		0.0%	2,000	0.2%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$395,259	$26,878 ▼	-6.4%	3,794	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$368,889	$16,906 ▼	-4.4%	4,364	0.2%	ETF
EPD Enterprise Products Partners	$367,901	$68,672 ▼	-15.7%	12,638	0.2%	Oils/Energy
V Visa	$358,810	$154,797 ▼	-30.1%	1,305	0.2%	Business Services
NFLX Netflix	$341,765	$709 ▼	-0.2%	482	0.2%	Consumer Discretionary
CNP CenterPoint Energy	$325,062		0.0%	11,049	0.2%	Utilities
USO United States Oil Fund	$321,282	$13,774 ▼	-4.1%	4,595	0.2%	ETF
F Ford Motor	$300,421	$8,469 ▼	-2.7%	28,449	0.2%	Auto/Tires/Trucks
MU Micron Technology	$286,300	$104 ▼	0.0%	2,761	0.2%	Computer and Technology
SO Southern	$253,225		0.0%	2,808	0.2%	Utilities
RCL Royal Caribbean Cruises	$233,938		0.0%	1,319	0.1%	Consumer Discretionary
IBM International Business Machines	$228,155	$228,155 ▲	New Holding	1,032	0.1%	Computer and Technology
ABBV AbbVie	$202,413	$202,413 ▲	New Holding	1,025	0.1%	Medical
SXC SunCoke Energy	$193,547		0.0%	22,298	0.1%	Oils/Energy
GRAYSCALE BITCOIN MINI TR BT	$83,949	$83,949 ▲	New Holding	14,911	0.1%	SHS
GRAYSCALE ETHEREUM MINI TR E	$59,914	$59,914 ▲	New Holding	24,555	0.0%	COM UNIT
TLRY Tilray	$26,849	$6,028 ▼	-18.3%	15,255	0.0%	Consumer Staples
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$0	$674,320 ▼	-100.0%	0	0.0%	Finance
WFC Wells Fargo & Company	$0	$210,894 ▼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

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Finer Wealth Management, Inc. Top Holdings and 13F Report (2024)

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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Finer Wealth Management, Inc. Top Holdings and 13F Report (2024)

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