FW
| |
Finer Wealth Management, Inc.13F | |
| Finer Wealth Management, Inc. | |
| Last update 2025-05-13 | 86 Stocks (4 new) |
| Value $167.00 Mil | Turnover 2 % |
Finer Wealth Management, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 67,506 | 14,995.0 | -1.72% | 8.980 | -0.17% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
LLY | Eli Lilly and Co | 14,998 | 12,387.0 | -3.31% | 7.420 | -0.23% | 0.000 | -3.48% | +3.87% | 717,192.0 | Drug Manufacturers | |
MSFT | Microsoft Corp | 29,636 | 11,125.2 | +0.59% | 6.670 | +0.04% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
NVDA | NVIDIA Corp | 85,188 | 9,232.6 | +6.16% | 5.530 | +0.32% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
AMZN | Amazon.com Inc | 43,515 | 8,279.1 | -1.75% | 4.960 | -0.10% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
META | Meta Platforms Inc | 13,582 | 7,828.4 | -0.93% | 4.690 | -0.04% | 0.000 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
MSTR | Strategy | 22,929 | 6,609.7 | +2.07% | 3.960 | +0.08% | 0.010 | +19.36% | +42.49% | 117,013.8 | Software | |
GOOGL | Alphabet Inc | 36,507 | 5,645.4 | -0.30% | 3.380 | -0.01% | 0.000 | +22.60% | +0.73% | 2,309,505.8 | Interactive Media | |
JPM | JPMorgan Chase & Co | 20,780 | 5,097.4 | +1.70% | 3.050 | +0.05% | 0.000 | +23.79% | +25.81% | 815,993.3 | Banks | |
WMT | Walmart Inc | 48,229 | 4,234.0 | +0.20% | 2.540 | +0.01% | 0.000 | +1.00% | +6.45% | 763,566.4 | Retail - Defensive |
Finer Wealth Management, Inc.'s Historical Top Holdings Breakdowns
Finer Wealth Management, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
PLTR | Palantir Technologies Inc | 2025-03-31 | New Buy New Buy | +0.38% | 64.98 ($87.82) 124.62 | $154.63 | 76.08% | New holding | 7,504 | 7,504 | |
IBIT | ISHARES BITCOIN TR | 2025-03-31 | Add Add | +0.34% | 44.91 ($52.94) 60.42 | $67.29 | 27.11% | Add 253.38% | 16,796 | 12,043 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.32% | 106.98 ($126.74) 149.43 | $170.78 | 34.75% | Add 6.16% | 85,188 | 4,946 | |
INTC | Intel Corp | 2025-03-31 | Reduce Reduce | -0.28% | 19.1 ($21.88) 27.39 | $23.49 | 7.36% | Reduce -20.53% | 93,627 | -24,193 | |
LLY | Eli Lilly and Co | 2025-03-31 | Reduce Reduce | -0.23% | 725.72 ($832.09) 929.72 | $798.89 | -3.99% | Reduce -3.31% | 14,998 | -513 | |
TSLA | Tesla Inc | 2025-03-31 | Add Add | +0.19% | 222.15 ($333.26) 428.22 | $332.56 | -0.21% | Add 32.59% | 4,890 | 1,202 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.17% | 209.68 ($231.67) 247.1 | $214.15 | -7.56% | Reduce -1.72% | 67,506 | -1,178 | |
GLD | SPDR Gold Shares ETF | 2025-03-31 | Reduce Reduce | -0.15% | 243.19 ($264.45) 288.14 | $312.18 | 18.05% | Reduce -23.4% | 3,640 | -1,112 | |
ABBV | AbbVie Inc | 2025-03-31 | New Buy New Buy | +0.13% | 169.2 ($194.4) 216.66 | $190.55 | -1.98% | New holding | 1,022 | 1,022 | |
NBIS | Nebius Group NV | 2025-03-31 | New Buy New Buy | +0.13% | 21.11 ($32.9) 48.07 | $51.88 | 57.69% | New holding | 10,000 | 10,000 |
Finer Wealth Management, Inc. Total Holding History ($B)
Finer Wealth Management, Inc.'s Asset Allocation
Finer Wealth Management, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Finer Wealth Management, Inc.'s Hypothetical Growth since 2025-03-31
Finer Wealth Management, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Finer Wealth Management, Inc.'s Holdings Heat Map
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Finer Wealth Management, Inc.'s Holdings Bubble Chart
Finer Wealth Management, Inc. News
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