Finer Wealth Management, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 26, 2024), Finer Wealth Management, Inc. reported 77 stock positions worth $152.3 million. Its top holding was Eli Lilly (LLY) at 8.6% of the portfolio, followed by Microsoft (MSFT, 7.7%) and Apple (AAPL, 7.7%). Compared with Q4 2023, it opened 4 new positions, sold out of 6, added to 29 and reduced 30. The biggest buy was Nvidia (NVDA, shares +8%) and the biggest sale Pfizer (PFE, shares −19%).
- Most Recent 13F
- Q2 2026
- Location
- SALEM, MA
- CIK
- 0001929071
- Portfolio Value
- $152.3M (Q1 2024)
- SEC Filing
- 0001221073-24-000034 ↗ filed Apr 26, 2024
Holdings Value
Holdings 77 stocks · $152.3M
| LLY Eli Lilly & Co. | 8.61% | 16,845 | $13.1M | Reduce -4.5% |
| MSFT Microsoft Corp. | 7.70% | 27,866 | $11.7M | Add +1.4% |
| AAPL Apple Inc. | 7.66% | 67,999 | $11.7M | Add +2.0% |
| AMZN Amazon.com Inc. | 5.33% | 44,962 | $8.1M | Add +6.3% |
| NVDA Nvidia Corp. | 4.44% | 7,479 | $6.8M | Add +8.3% |
| META Meta Platforms Inc. Class A | 4.32% | 13,558 | $6.6M | Add +3.3% |
| MRK Merck & Co. Inc. | 3.90% | 45,042 | $5.9M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 3.60% | 36,365 | $5.5M | Add +4.0% |
| JPM JPMorgan Chase & Co. | 2.80% | 21,252 | $4.3M | Add +10.3% |
| PG The Procter & Gamble Co. | 2.63% | 24,670 | $4.0M | Add +4.6% |
| CAT Caterpillar Inc. | 2.45% | 10,170 | $3.7M | Add +4.0% |
| CRM Salesforce Inc. | 2.41% | 12,193 | $3.7M | Add +6.8% |
| INTC Intel Corp. | 2.15% | 74,210 | $3.3M | Add +5.6% |
| XOM Exxon Mobil Corp. | 2.03% | 26,564 | $3.1M | Reduce -0.6% |
| WMT Walmart Inc. | 1.95% | 49,317 | $3.0M | Add +6.3% |
| AMD Advanced Micro Devices | 1.87% | 15,817 | $2.9M | Add +19.3% |
| PEP Pepsico Inc. | 1.78% | 15,463 | $2.7M | Add +4.3% |
| CVX Chevron Corp. | 1.61% | 15,530 | $2.4M | Reduce -0.9% |
| ET Energy Transfer LP | 1.59% | 153,726 | $2.4M | Add +34.3% |
| VZ Verizon Communications Inc. | 1.53% | 55,407 | $2.3M | Add +1.2% |
| BMY Bristol-Myers Squibb Co. | 1.49% | 41,795 | $2.3M | Reduce -11.9% |
| MCD McDonald's Corp. | 1.48% | 8,003 | $2.3M | Add +9.8% |
| T AT&T Inc. | 1.47% | 126,908 | $2.2M | Reduce -1.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.19% | 47,876 | $1.8M | Reduce -24.5% |
| PFE Pfizer Inc. | 1.10% | 60,486 | $1.7M | Reduce -19.3% |
| KHC The Kraft Heinz Co. | 1.06% | 43,688 | $1.6M | Add +5.8% |
| SCHW Schwab (charles) Corp. | 1.05% | 22,084 | $1.6M | Add +54.9% |
| TMO Thermo Fisher Scientific Inc. | 1.04% | 2,721 | $1.6M | Reduce -8.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.02% | 11,401 | $1.6M | Add +20.9% |
| SUN Sunoco LP | 1.01% | 25,601 | $1.5M | Add +14.9% |
| JNJ Johnson & Johnson | 0.91% | 8,805 | $1.4M | Reduce -21.2% |
| DE Deere & Co. | 0.81% | 3,021 | $1.2M | Reduce -26.3% |
| PFF iShares Preferred & Income S | 0.81% | 38,446 | $1.2M | Reduce -17.4% |
| GBTC Grayscale Bitcoin Trust ETF | 0.79% | 19,021 | $1.2M | New |
| LMT Lockheed Martin Corp. | 0.69% | 2,310 | $1.1M | Add +45.5% |
| GLD SPDR Gold Shares | 0.64% | 4,724 | $972K | Reduce -10.4% |
| CSCO Cisco Systems Inc. | 0.59% | 18,041 | $900K | Reduce -0.7% |
| APD Air Products & Chemicals Inc. | 0.56% | 3,518 | $852K | Reduce -21.4% |
| GOOG Alphabet Inc. Class C | 0.56% | 5,552 | $845K | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.51% | 1,491 | $780K | Add +0.7% |
| TXN Texas Instruments Inc. | 0.49% | 4,264 | $743K | Add +75.8% |
| GS Goldman Sachs Group Inc. | 0.47% | 1,708 | $713K | Reduce -17.4% |
| XEL Xcel Energy Inc. | 0.45% | 12,750 | $685K | No change |
| MO Altria Group Inc. | 0.45% | 15,545 | $678K | Reduce -0.4% |
| KMB Kimberly-Clark Corp. | 0.43% | 5,116 | $662K | Reduce -17.4% |
| V Visa Inc. Class A | 0.43% | 2,363 | $660K | Reduce -29.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.43% | 5,317 | $651K | Reduce -16.4% |
| TSLA Tesla Inc. | 0.42% | 3,677 | $646K | Add +0.7% |
| HD Home Depot Inc. | 0.41% | 1,620 | $621K | Add +2.1% |
| KO The Coca-Cola Co. | 0.41% | 10,101 | $618K | No change |
| ES Eversource Energy | 0.41% | 10,330 | $617K | No change |
| RTX RTX Corp. | 0.40% | 6,315 | $616K | Reduce -7.7% |
| CMS CMS Energy Corp. | 0.40% | 10,139 | $612K | No change |
| AVGO Broadcom Inc. | 0.32% | 368 | $488K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 2,529 | $483K | Add +0.2% |
| EPD Enterprise Products Partners | 0.30% | 15,461 | $451K | Reduce -29.1% |
| IVV iShares Core S&P 500 ETF | 0.29% | 853 | $448K | No change |
| CNP Centerpoint Energy Inc. | 0.28% | 15,049 | $429K | No change |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.26% | 29,290 | $389K | Reduce -0.6% |
| USO United States Oil Fund LP | 0.25% | 4,924 | $388K | Reduce -13.3% |
| EBC Eastern Bankshares Inc. | 0.25% | 27,971 | $385K | Reduce -11.9% |
| VIG Vanguard Dividend Apprec ETF | 0.25% | 2,083 | $380K | No change |
| SCHG Schwab US Large-Cap Growth | 0.24% | 3,957 | $367K | Reduce -8.8% |
| SCHD Schwab US DVD Equity ETF | 0.23% | 4,346 | $350K | Reduce -8.1% |
| ISRG Intuitive Surgical Inc. | 0.22% | 837 | $334K | No change |
| MU Micron Technology Inc. | 0.21% | 2,762 | $326K | Reduce -17.8% |
| UDR Udr Inc. | 0.20% | 8,064 | $302K | No change |
| IBB iShares Biotechnology ETF | 0.19% | 2,148 | $295K | New |
| NFLX Netflix Inc. | 0.19% | 483 | $294K | Reduce -5.7% |
| SCHA Schwab US Small-Cap ETF | 0.19% | 5,897 | $290K | New |
| BEN Franklin Templeton Inc. | 0.19% | 10,106 | $284K | No change |
| BTI British American Tob-SP ADR | 0.18% | 9,072 | $277K | No change |
| SXC Suncoke Energy Inc. | 0.17% | 22,298 | $251K | No change |
| WFC Wells Fargo & Co. | 0.14% | 3,581 | $208K | Reduce -22.3% |
| PM Philip Morris International | 0.14% | 2,243 | $206K | No change |
| DOW Dow Inc. | 0.13% | 3,496 | $203K | Reduce -10.7% |
| SO The Southern Co. | 0.13% | 2,808 | $201K | New |
Portfolio Sells Q4 2023 → Q1 2024
| PFE Pfizer Inc. | Reduce -19.3% | 1.10% | −0.51 |
| DE Deere & Co. | Reduce -26.3% | 0.81% | −0.41 |
| BAC Bank of America Corp. | Reduce -24.5% | 1.19% | −0.40 |
| JNJ Johnson & Johnson | Reduce -21.2% | 0.91% | −0.39 |
| APD Air Products & Chemicals Inc. | Reduce -21.4% | 0.56% | −0.35 |
| BMY Bristol-Myers Squibb Co. | Reduce -11.9% | 1.49% | −0.33 |
| PFF iShares Preferred & Income S | Reduce -17.4% | 0.81% | −0.27 |
| BA The Boeing Co. | Sold out | 0.00% | −0.26 |
| V Visa Inc. Class A | Reduce -29.5% | 0.43% | −0.22 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.19 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.17 |
| AEP American Electric Power | Sold out | 0.00% | −0.17 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.17 |
| BIP Brookfield Infrastructure Pa | Sold out | 0.00% | −0.15 |
| T AT&T Inc. | Reduce -1.3% | 1.47% | −0.14 |
| TMO Thermo Fisher Scientific Inc. | Reduce -8.3% | 1.04% | −0.13 |
| CVX Chevron Corp. | Reduce -0.9% | 1.61% | −0.13 |
| EPD Enterprise Products Partners | Reduce -29.1% | 0.30% | −0.13 |
| GS Goldman Sachs Group Inc. | Reduce -17.4% | 0.47% | −0.13 |
| KMB Kimberly-Clark Corp. | Reduce -17.4% | 0.43% | −0.13 |
| GLD SPDR Gold Shares | Reduce -10.4% | 0.64% | −0.11 |
| CSCO Cisco Systems Inc. | Reduce -0.7% | 0.59% | −0.09 |
| EBC Eastern Bankshares Inc. | Reduce -11.9% | 0.25% | −0.08 |
| SCHD Schwab US DVD Equity ETF | Reduce -8.1% | 0.23% | −0.04 |
| WFC Wells Fargo & Co. | Reduce -22.3% | 0.14% | −0.03 |
| USO United States Oil Fund LP | Reduce -13.3% | 0.25% | −0.03 |
| SCHG Schwab US Large-Cap Growth | Reduce -8.8% | 0.24% | −0.03 |
| DOW Dow Inc. | Reduce -10.7% | 0.13% | −0.03 |
| RTX RTX Corp. | Reduce -7.7% | 0.40% | −0.02 |
| MO Altria Group Inc. | Reduce -0.4% | 0.45% | −0.02 |
| F Ford Motor Co. | Reduce -0.6% | 0.26% | −0.01 |
| DIS The Walt Disney Co. | Reduce -16.4% | 0.43% | −0.00 |
| MU Micron Technology Inc. | Reduce -17.8% | 0.21% | +0.00 |
| NFLX Netflix Inc. | Reduce -5.7% | 0.19% | +0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.6% | 2.03% | +0.04 |
| LLY Eli Lilly & Co. | Reduce -4.5% | 8.61% | +0.94 |
Portfolio Buys Q4 2023 → Q1 2024
| NVDA Nvidia Corp. | Add +8.3% | 4.44% | +1.89 |
| META Meta Platforms Inc. Class A | Add +3.3% | 4.32% | +0.86 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.79% | +0.79 |
| AMZN Amazon.com Inc. | Add +6.3% | 5.33% | +0.54 |
| AMD Advanced Micro Devices | Add +19.3% | 1.87% | +0.42 |
| ET Energy Transfer LP | Add +34.3% | 1.59% | +0.41 |
| JPM JPMorgan Chase & Co. | Add +10.3% | 2.80% | +0.35 |
| SCHW Schwab (charles) Corp. | Add +54.9% | 1.05% | +0.32 |
| MRK Merck & Co. Inc. | Add +1.8% | 3.90% | +0.31 |
| CAT Caterpillar Inc. | Add +4.0% | 2.45% | +0.29 |
| TSM Taiwan Semiconductor-SP ADR | Add +20.9% | 1.02% | +0.29 |
| IBB iShares Biotechnology ETF | New | 0.19% | +0.19 |
| SCHA Schwab US Small-Cap ETF | New | 0.19% | +0.19 |
| TXN Texas Instruments Inc. | Add +75.8% | 0.49% | +0.18 |
| CRM Salesforce Inc. | Add +6.8% | 2.41% | +0.17 |
| LMT Lockheed Martin Corp. | Add +45.5% | 0.69% | +0.15 |
| WMT Walmart Inc. | Add +6.3% | 1.95% | +0.13 |
| SO The Southern Co. | New | 0.13% | +0.13 |
| PG The Procter & Gamble Co. | Add +4.6% | 2.63% | +0.05 |
| SUN Sunoco LP | Add +14.9% | 1.01% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.2% | 0.32% | +0.01 |
| MSFT Microsoft Corp. | Add +1.4% | 7.70% | +0.00 |
| HD Home Depot Inc. | Add +2.1% | 0.41% | −0.00 |
| VZ Verizon Communications Inc. | Add +1.2% | 1.53% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +2.9% | 0.56% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.7% | 0.51% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +4.0% | 3.60% | −0.03 |
| KHC The Kraft Heinz Co. | Add +5.8% | 1.06% | −0.08 |
| PEP Pepsico Inc. | Add +4.3% | 1.78% | −0.10 |
| MCD McDonald's Corp. | Add +9.8% | 1.48% | −0.13 |
| TSLA Tesla Inc. | Add +0.7% | 0.42% | −0.25 |
| INTC Intel Corp. | Add +5.6% | 2.15% | −0.48 |
| AAPL Apple Inc. | Add +2.0% | 7.66% | −1.90 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 88 | $223.8M | AAPL, NVDA, LLY, AMD, GOOGL |
| Q1 2026 | 86 | $198.2M | AAPL, NVDA, LLY, MSFT, GOOGL |
| Q4 2025 | 83 | $206.7M | AAPL, MSFT, NVDA, LLY, GOOGL |
| Q3 2025 | 86 | $200.7M | AAPL, NVDA, MSFT, LLY, META |
| Q2 2025 | 86 | $187.1M | MSFT, AAPL, NVDA, LLY, META |
| Q1 2025 | 86 | $166.9M | AAPL, LLY, MSFT, NVDA, AMZN |
| Q4 2024 | 82 | $174.5M | AAPL, MSFT, LLY, NVDA, AMZN |
| Q3 2024 | 79 | $162.0M | AAPL, LLY, MSFT, NVDA, AMZN |
| Q2 2024 | 73 | $155.0M | LLY, AAPL, MSFT, NVDA, AMZN |
| Q1 2024 | 77 | $152.3M | LLY, MSFT, AAPL, AMZN, NVDA |