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

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About Finer Wealth Management, Inc.

Investment Activity

Finer Wealth Management, Inc. has $152.28 million in total holdings as of March 31, 2024.
Finer Wealth Management, Inc. owns shares of 77 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 6.77% of the portfolio was purchased this quarter.
About 4.16% of the portfolio was sold this quarter.
This quarter, Finer Wealth Management, Inc. has purchased 79 new stocks and bought additional shares in 29 stocks.
Finer Wealth Management, Inc. sold shares of 30 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Eli Lilly and Company: $13,104,681
Microsoft: $11,723,853
Apple: $11,660,478
Amazon.com: $8,110,172
NVIDIA: $6,757,357

Largest New Holdings this Quarter

GRAYSCALE BITCOIN TR BTC: $1,201,557 Holding
iShares Biotechnology ETF: $294,749 Holding
Schwab US Small-Cap ETF: $290,368 Holding
Southern: $201,446 Holding

Largest Purchases this Quarter

Walmart: 33,850 shares (about $2.04M)
GRAYSCALE BITCOIN TR BTC: 19,021 shares (about $1.20M)
Energy Transfer: 39,237 shares (about $617.20K)
Charles Schwab: 7,829 shares (about $566.34K)
NVIDIA: 571 shares (about $515.90K)

Largest Sales this Quarter

Eli Lilly and Company: 799 shares (about $621.59K)
Bank of America: 15,530 shares (about $588.89K)
Deere & Company: 1,078 shares (about $442.85K)
Pfizer: 14,495 shares (about $402.23K)
Johnson & Johnson: 2,375 shares (about $375.71K)

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
LLY Eli Lilly and Company	$13,104,681	$621,587 ▼	-4.5%	16,845	8.6%	Medical
MSFT Microsoft	$11,723,853	$165,344 ▲	1.4%	27,866	7.7%	Computer and Technology
AAPL Apple	$11,660,478	$231,327 ▲	2.0%	67,999	7.7%	Computer and Technology
AMZN Amazon.com	$8,110,172	$480,708 ▲	6.3%	44,962	5.3%	Retail/Wholesale
NVDA NVIDIA	$6,757,357	$515,905 ▲	8.3%	7,479	4.4%	Computer and Technology
META Meta Platforms	$6,583,476	$212,198 ▲	3.3%	13,558	4.3%	Computer and Technology
MRK Merck & Co., Inc.	$5,943,341	$104,505 ▲	1.8%	45,042	3.9%	Medical
GOOGL Alphabet	$5,488,608	$210,700 ▲	4.0%	36,365	3.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$4,256,802	$396,997 ▲	10.3%	21,252	2.8%	Finance
PG Procter & Gamble	$4,002,649	$175,714 ▲	4.6%	24,670	2.6%	Consumer Staples
CAT Caterpillar	$3,726,439	$144,734 ▲	4.0%	10,170	2.4%	Industrial Products
CRM Salesforce	$3,672,288	$235,222 ▲	6.8%	12,193	2.4%	Computer and Technology
INTC Intel	$3,277,859	$174,207 ▲	5.6%	74,210	2.2%	Computer and Technology
XOM Exxon Mobil	$3,087,808	$17,901 ▼	-0.6%	26,564	2.0%	Oils/Energy
WMT Walmart	$2,967,413	$2,036,761 ▲	218.9%	49,317	1.9%	Retail/Wholesale
AMD Advanced Micro Devices	$2,854,781	$462,230 ▲	19.3%	15,817	1.9%	Computer and Technology
PEP PepsiCo	$2,706,112	$112,004 ▲	4.3%	15,463	1.8%	Consumer Staples
CVX Chevron	$2,449,680	$21,137 ▼	-0.9%	15,530	1.6%	Oils/Energy
ET Energy Transfer	$2,418,105	$617,197 ▲	34.3%	153,726	1.6%	Oils/Energy
VZ Verizon Communications	$2,324,858	$28,113 ▲	1.2%	55,407	1.5%	Computer and Technology
BMY Bristol-Myers Squibb	$2,266,549	$306,943 ▼	-11.9%	41,795	1.5%	Medical
MCD McDonald's	$2,256,539	$201,603 ▲	9.8%	8,003	1.5%	Retail/Wholesale
T AT&T	$2,233,576	$29,568 ▼	-1.3%	126,908	1.5%	Computer and Technology
BAC Bank of America	$1,815,445	$588,893 ▼	-24.5%	47,876	1.2%	Finance
PFE Pfizer	$1,678,475	$402,233 ▼	-19.3%	60,486	1.1%	Medical
KHC Kraft Heinz	$1,612,078	$88,559 ▲	5.8%	43,688	1.1%	Consumer Staples
SCHW Charles Schwab	$1,597,522	$566,338 ▲	54.9%	22,084	1.0%	Finance
TMO Thermo Fisher Scientific	$1,581,738	$143,002 ▼	-8.3%	2,721	1.0%	Medical
TSM Taiwan Semiconductor Manufacturing	$1,551,106	$268,563 ▲	20.9%	11,401	1.0%	Computer and Technology
SUN Sunoco	$1,543,490	$200,465 ▲	14.9%	25,601	1.0%	Oils/Energy
JNJ Johnson & Johnson	$1,392,912	$375,714 ▼	-21.2%	8,805	0.9%	Medical
DE Deere & Company	$1,241,038	$442,846 ▼	-26.3%	3,021	0.8%	Industrial Products
PFF iShares Preferred and Income Securities ETF	$1,239,115	$261,450 ▼	-17.4%	38,446	0.8%	ETF
GRAYSCALE BITCOIN TR BTC	$1,201,557	$1,201,557 ▲	New Holding	19,021	0.8%	SHS REP COM UT
LMT Lockheed Martin	$1,050,693	$328,398 ▲	45.5%	2,310	0.7%	Aerospace
GLD SPDR Gold Shares	$971,821	$112,529 ▼	-10.4%	4,724	0.6%	Finance
CSCO Cisco Systems	$900,426	$6,239 ▼	-0.7%	18,041	0.6%	Computer and Technology
APD Air Products and Chemicals	$852,243	$231,835 ▼	-21.4%	3,518	0.6%	Basic Materials
GOOG Alphabet	$845,306	$24,056 ▲	2.9%	5,552	0.6%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$779,897	$5,754 ▲	0.7%	1,491	0.5%	Finance
TXN Texas Instruments	$742,883	$320,394 ▲	75.8%	4,264	0.5%	Computer and Technology
GS The Goldman Sachs Group	$713,470	$150,798 ▼	-17.4%	1,708	0.5%	Finance
XEL Xcel Energy	$685,313		0.0%	12,750	0.5%	Utilities
MO Altria Group	$678,073	$2,923 ▼	-0.4%	15,545	0.4%	Consumer Staples
KMB Kimberly-Clark	$661,811	$139,063 ▼	-17.4%	5,116	0.4%	Consumer Staples
V Visa	$659,584	$276,339 ▼	-29.5%	2,363	0.4%	Business Services
DIS Walt Disney	$650,622	$128,118 ▼	-16.5%	5,317	0.4%	Consumer Discretionary
TSLA Tesla	$646,291	$4,218 ▲	0.7%	3,677	0.4%	Auto/Tires/Trucks
HD Home Depot	$621,391	$12,658 ▲	2.1%	1,620	0.4%	Retail/Wholesale
KO Coca-Cola	$617,962		0.0%	10,101	0.4%	Consumer Staples
ES Eversource Energy	$617,424		0.0%	10,330	0.4%	Utilities
RTX RTX	$615,939	$51,401 ▼	-7.7%	6,315	0.4%	Aerospace
CMS CMS Energy	$611,787		0.0%	10,139	0.4%	Utilities
AVGO Broadcom	$487,751		0.0%	368	0.3%	Computer and Technology
IBM International Business Machines	$482,979	$955 ▲	0.2%	2,529	0.3%	Computer and Technology
EPD Enterprise Products Partners	$451,155	$184,857 ▼	-29.1%	15,461	0.3%	Oils/Energy
IVV iShares Core S&P 500 ETF	$448,448		0.0%	853	0.3%	ETF
CNP CenterPoint Energy	$428,746		0.0%	15,049	0.3%	Utilities
F Ford Motor	$388,971	$2,404 ▼	-0.6%	29,290	0.3%	Auto/Tires/Trucks
USO United States Oil Fund	$387,667	$59,599 ▼	-13.3%	4,924	0.3%	ETF
EBC Eastern Bankshares	$385,434	$52,170 ▼	-11.9%	27,971	0.3%	Finance
VIG Vanguard Dividend Appreciation ETF	$380,377		0.0%	2,083	0.2%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$366,893	$35,604 ▼	-8.8%	3,957	0.2%	ETF
SCHD Schwab US Dividend Equity ETF	$350,418	$31,043 ▼	-8.1%	4,346	0.2%	ETF
ISRG Intuitive Surgical	$334,038		0.0%	837	0.2%	Medical
MU Micron Technology	$325,655	$70,390 ▼	-17.8%	2,762	0.2%	Computer and Technology
UDR UDR	$301,674		0.0%	8,064	0.2%	Finance
IBB iShares Biotechnology ETF	$294,749	$294,749 ▲	New Holding	2,148	0.2%	Finance
NFLX Netflix	$293,601	$17,628 ▼	-5.7%	483	0.2%	Consumer Discretionary
SCHA Schwab US Small-Cap ETF	$290,368	$290,368 ▲	New Holding	5,897	0.2%	ETF
BEN Franklin Resources	$284,080		0.0%	10,106	0.2%	Finance
BTI British American Tobacco	$276,696		0.0%	9,072	0.2%	Consumer Staples
SXC SunCoke Energy	$251,298		0.0%	22,298	0.2%	Oils/Energy
WFC Wells Fargo & Company	$207,555	$59,641 ▼	-22.3%	3,581	0.1%	Finance
PM Philip Morris International	$205,504		0.0%	2,243	0.1%	Consumer Staples
DOW DOW	$202,528	$24,215 ▼	-10.7%	3,496	0.1%	Basic Materials
SO Southern	$201,446	$201,446 ▲	New Holding	2,808	0.1%	Utilities
BA Boeing	$0	$352,673 ▼	-100.0%	0	0.0%	Aerospace
SHY iShares 1-3 Year Treasury Bond ETF	$0	$259,575 ▼	-100.0%	0	0.0%	Manufacturing
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$0	$230,726 ▼	-100.0%	0	0.0%	Finance
AEP American Electric Power	$0	$224,330 ▼	-100.0%	0	0.0%	Utilities
WBA Walgreens Boots Alliance	$0	$221,622 ▼	-100.0%	0	0.0%	Retail/Wholesale
BIP Brookfield Infrastructure Partners	$0	$202,386 ▼	-100.0%	0	0.0%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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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

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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