Finer Wealth Management, Inc. 13F Holdings

CIK 0001929071 · SALEM, MA

As of Sep 30, 2025, Finer Wealth Management, Inc. reported 86 positions worth $200.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology68,202 7.4M8.65%
NVIDIA CORPNVDATechnology85,482 5.9M7.95%
MICROSOFT CORPMSFTTechnology29,588 5.3M7.64%
ELI LILLY & COLLYHealthcare14,410 1.0M5.48%
META PLATFORMS INCMETACommunication Services13,674 0.0M5.00%
AMAZON.COM INCAMZNEquity44,099$9.7M4.83%
ALPHABET INCGOOGLEquity36,755$8.9M4.45%
STRATEGY INCMSTRTechnology22,248$7.2M3.57%
JPMORGAN CHASE & COJPMFinancial Services21,203$6.7M3.33%
WALMART INCWMTConsumer Defensive48,757$5.0M2.50%
CATERPILLAR INCCATIndustrials10,162$4.8M2.42%
PROCTER & GAMBLE COPGConsumer Defensive25,334$3.9M1.94%
MERCK & CO INCMRKHealthcare43,834$3.7M1.83%
AT&T INCTCommunication Services129,407$3.7M1.82%
ADVANCED MICRO DEVICES INCAMDEquity22,568$3.7M1.82%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology11,550$3.2M1.61%
VERIZON COMMUNICATIONS INCBACCommunication Services69,934$3.1M1.53%
SCHWAB CHARLES CORPSCHWEquity32,004$3.1M1.52%
ENERGY TRANSFER LPETEnergy176,913$3.0M1.51%
MCDONALDS CORPMCDConsumer Cyclical9,990$3.0M1.51%
SALESFORCE INCCRMTechnology12,716$3.0M1.50%
ISHARES BITCOIN TRUST ETFIBIT—44,624$2.9M1.45%
EXXON MOBIL CORPXOMEnergy25,130$2.8M1.41%
TESLA INCTSLAConsumer Cyclical6,116$2.7M1.36%
PALANTIR TECHNOLOGIES INCPLTRTechnology14,138$2.6M1.29%