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 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
LLY | Eli Lilly and Co | 14,998 | 12,387.0 | -3.31% | 7.420 | -0.23% | 0.000 | +8.50% | +3.11% | 711,913.3 | Drug Manufacturers | |
MSFT | Microsoft Corp | 29,636 | 11,125.2 | +0.59% | 6.670 | +0.04% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
NVDA | NVIDIA Corp | 85,188 | 9,232.6 | +6.16% | 5.530 | +0.32% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
AMZN | Amazon.com Inc | 43,515 | 8,279.1 | -1.75% | 4.960 | -0.10% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
META | Meta Platforms Inc | 13,582 | 7,828.4 | -0.93% | 4.690 | -0.04% | 0.000 | +32.10% | +22.75% | 1,804,054.9 | Interactive Media | |
MSTR | Strategy | 22,929 | 6,609.7 | +2.07% | 3.960 | +0.08% | 0.010 | +44.87% | +50.05% | 122,099.0 | Software | |
GOOGL | Alphabet Inc | 36,507 | 5,645.4 | -0.30% | 3.380 | -0.01% | 0.000 | +14.81% | -4.59% | 2,192,674.9 | Interactive Media | |
JPM | JPMorgan Chase & Co | 20,780 | 5,097.4 | +1.70% | 3.050 | +0.05% | 0.000 | +22.03% | +21.61% | 797,211.0 | Banks | |
WMT | Walmart Inc | 48,229 | 4,234.0 | +0.20% | 2.540 | +0.01% | 0.000 | +1.97% | +5.02% | 753,351.5 | 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 | $142.10 | 61.81% | New holding | 7,504 | 7,504 | |
IBIT | ISHARES BITCOIN TR | 2025-03-31 | Add Add | +0.34% | 44.91 ($52.94) 60.42 | $67.21 | 26.96% | Add 253.38% | 16,796 | 12,043 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.32% | 106.98 ($126.74) 149.43 | $164.92 | 30.12% | Add 6.16% | 85,188 | 4,946 | |
INTC | Intel Corp | 2025-03-31 | Reduce Reduce | -0.28% | 19.1 ($21.88) 27.39 | $23.43 | 7.08% | 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 | $793.01 | -4.70% | Reduce -3.31% | 14,998 | -513 | |
TSLA | Tesla Inc | 2025-03-31 | Add Add | +0.19% | 222.15 ($333.26) 428.22 | $313.51 | -5.93% | Add 32.59% | 4,890 | 1,202 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.17% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | 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 | $309.14 | 16.90% | 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 | $192.45 | -1.00% | 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 | $44.30 | 34.65% | New holding | 10,000 | 10,000 |
Finer Wealth Management, Inc. Total Holding History ($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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