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Finer Wealth Management, Inc.

13F
Finer Wealth Management, Inc.
Last update 2025-05-13 86 Stocks (4 new)
Value $167.00 Mil Turnover 2 %
Countries:
Finer Wealth Management, Inc. Top Holdings of 2025-03-31 View Full List
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
+6.32%
-15.48%
3,153,550.3
Hardware
LLY
Eli Lilly and Co
14,998
12,387.0
-3.31%
7.420
-0.23%
0.000
+4.62%
+2.32%
706,446.1
Drug Manufacturers
MSFT
Microsoft Corp
29,636
11,125.2
+0.59%
6.670
+0.04%
0.000
+29.18%
+19.92%
3,742,360.2
Software
NVDA
NVIDIA Corp
85,188
9,232.6
+6.16%
5.530
+0.32%
0.000
+42.47%
+21.31%
3,972,245.3
Semiconductors
AMZN
Amazon.com Inc
43,515
8,279.1
-1.75%
4.960
-0.10%
0.000
+16.45%
+1.44%
2,362,563.1
Retail - Cyclical
META
Meta Platforms Inc
13,582
7,828.4
-0.93%
4.690
-0.04%
0.000
+25.19%
+25.36%
1,842,448.7
Interactive Media
MSTR
Strategy
22,929
6,609.7
+2.07%
3.960
+0.08%
0.010
+39.93%
+43.43%
116,713.0
Software
GOOGL
Alphabet Inc
36,507
5,645.4
-0.30%
3.380
-0.01%
0.000
+11.42%
-6.48%
2,148,917.1
Interactive Media
JPM
JPMorgan Chase & Co
20,780
5,097.4
+1.70%
3.050
+0.05%
0.000
+21.42%
+20.04%
786,928.4
Banks
WMT
Walmart Inc
48,229
4,234.0
+0.20%
2.540
+0.01%
0.000
+8.31%
+7.70%
772,584.3
Retail - Defensive

Finer Wealth Management, Inc.'s Historical Top Holdings Breakdowns

Finer Wealth Management, Inc.'s Top Stock Picks View Full List
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
$143.13
62.98%
New holding
7,504
7,504
IBIT
ISHARES BITCOIN TR
2025-03-31
Add
Add
+0.34%
44.91 ($52.94) 60.42
$63.58
20.10%
Add 253.38%
16,796
12,043
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.32%
106.98 ($126.74) 149.43
$162.88
28.52%
Add 6.16%
85,188
4,946
INTC
Intel Corp
2025-03-31
Reduce
Reduce
-0.28%
19.1 ($21.88) 27.39
$23.44
7.13%
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
$786.92
-5.43%
Reduce -3.31%
14,998
-513
TSLA
Tesla Inc
2025-03-31
Add
Add
+0.19%
222.15 ($333.26) 428.22
$295.88
-11.22%
Add 32.59%
4,890
1,202
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.17%
209.68 ($231.67) 247.1
$211.14
-8.86%
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
$305.52
15.53%
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
$190.62
-1.94%
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
$46.05
39.97%
New holding
10,000
10,000

Finer Wealth Management, Inc. Total Holding History ($B)

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Finer Wealth Management, Inc.'s Asset Allocation

To

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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