Finer Wealth Management, Inc.
CIK: 0001929071SEC EDGAR →
Portfolio Value
$206.7M
Holdings
83
As of
Q4 2025
New Positions
82
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 68,954 | $18.7M | 9.07% |
| 2 | MICROSOFT CORP | 32,422 | $15.7M | 7.59% |
| 3 | NVIDIA CORPORATION | 83,846 | $15.6M | 7.57% |
| 4 | ELI LILLY & CO | 13,612 | $14.6M | 7.08% |
| 5 | ALPHABET INC | 36,845 | $11.5M | 5.58% |
| 6 | AMAZON COM INC | 44,853 | $10.4M | 5.01% |
| 7 | META PLATFORMS INC | 13,840 | $9.1M | 4.42% |
| 8 | JPMORGAN CHASE & CO. | 21,591 | $7.0M | 3.37% |
| 9 | CATERPILLAR INC | 10,039 | $5.8M | 2.78% |
| 10 | WALMART INC | 49,683 | $5.5M | 2.68% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (83)
$18.7M · 69K shares
$15.7M · 32K shares
$15.6M · 84K shares
$14.6M · 14K shares
$11.5M · 37K shares
$10.4M · 45K shares
$9.1M · 14K shares
$7.0M · 22K shares
$5.8M · 10K shares
$5.5M · 50K shares
$4.8M · 23K shares
$4.8M · 46K shares
$3.8M · 27K shares
$3.5M · 13K shares
$3.4M · 11K shares
$3.3M · 33K shares
$3.2M · 11K shares
$3.1M · 126K shares
$3.1M · 7K shares
$3.1M · 25K shares
$2.9M · 17K shares
$2.8M · 56K shares
$2.8M · 68K shares
$2.7M · 19K shares
$2.4M · 16K shares
$2.4M · 16K shares
$1.9M · 28K shares
$1.9M · 27K shares
$1.9M · 5K shares
$1.8M · 2K shares
$1.7M · 10K shares
$1.7M · 20K shares
$1.7M · 5K shares
$1.4M · 13K shares
$1.4M · 4K shares
$1.3M · 16K shares
$1.2M · 21K shares
$1.1M · 2K shares
$1.0M · 6K shares
$938K · 39K shares
$906K · 1K shares
$899K · 16K shares
$879K · 16K shares
$839K · 4K shares
$808K · 11K shares
$788K · 3K shares
$708K · 11K shares
$629K · 9K shares
$627K · 2K shares
$626K · 17K shares
$600K · 683 shares
$594K · 21K shares
$585K · 9K shares
$568K · 1K shares
$527K · 2K shares
$493K · 20K shares
$488K · 5K shares
$477K · 3K shares
$474K · 693 shares
$469K · 28K shares
$453K · 1K shares
$439K · 2K shares
$423K · 11K shares
$409K · 13K shares
$388K · 49K shares
$379K · 100K shares
$322K · 3K shares
$301K · 3K shares
$297K · 1K shares
$293K · 20K shares
$291K · 5K shares
$269K · 7K shares
$268K · 311 shares
$264K · 754 shares
$263K · 466 shares
$249K · 1K shares
$228K · 3K shares
$220K · 8K shares
$219K · 7K shares
$201K · 1K shares
$200K · 8K shares
$81K · 16K shares
$70K · 20K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 21 | $76.2M | 36.9% |
| Communication Services | 6 | $26.3M | 12.7% |
| Financial Services | 20 | $26.3M | 12.7% |
| Healthcare | 8 | $22.2M | 10.7% |
| Consumer Cyclical | 4 | $17.2M | 8.3% |
| Consumer Defensive | 7 | $15.9M | 7.7% |
| Industrials | 4 | $8.5M | 4.1% |
| Energy | 3 | $5.9M | 2.9% |
| Unknown | 4 | $5.4M | 2.6% |
| Utilities | 5 | $2.7M | 1.3% |
| Basic Materials | 1 | $249K | 0.1% |