Finer Wealth Management, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Finer Wealth Management, Inc. reported 73 stock positions worth $155.0 million. Its top holding was Eli Lilly (LLY) at 9.7% of the portfolio, followed by Apple (AAPL, 9.3%) and Microsoft (MSFT, 8.1%). Compared with Q1 2024, it opened 3 new positions, sold out of 7, added to 24 and reduced 40. The biggest buy was Nvidia (NVDA, shares +6%) and the biggest sale Bristol-Myers Squibb (BMY, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- SALEM, MA
- CIK
- 0001929071
- Portfolio Value
- $155.0M (Q2 2024)
- SEC Filing
- 0001221073-24-000064 ↗ filed Aug 13, 2024
Holdings Value
Holdings 73 stocks · $155.0M
| LLY Eli Lilly & Co. | 9.66% | 16,535 | $15.0M | Reduce -1.8% |
| AAPL Apple Inc. | 9.28% | 68,322 | $14.4M | Add +0.5% |
| MSFT Microsoft Corp. | 8.09% | 28,067 | $12.5M | Add +0.7% |
| NVDA Nvidia Corp. | 6.33% | 79,450 | $9.8M | Add +6.2% |
| AMZN Amazon.com Inc. | 5.43% | 43,544 | $8.4M | Reduce -3.1% |
| META Meta Platforms Inc. Class A | 4.52% | 13,903 | $7.0M | Add +2.5% |
| GOOGL Alphabet Inc. Class A | 4.23% | 36,000 | $6.6M | Reduce -1.0% |
| MRK Merck & Co. Inc. | 3.43% | 42,990 | $5.3M | Reduce -4.6% |
| JPM JPMorgan Chase & Co. | 2.64% | 20,216 | $4.1M | Reduce -4.9% |
| PG The Procter & Gamble Co. | 2.61% | 24,519 | $4.0M | Reduce -0.6% |
| CAT Caterpillar Inc. | 2.10% | 9,789 | $3.3M | Reduce -3.8% |
| WMT Walmart Inc. | 2.09% | 47,918 | $3.2M | Reduce -2.8% |
| CRM Salesforce Inc. | 1.98% | 11,947 | $3.1M | Reduce -2.0% |
| XOM Exxon Mobil Corp. | 1.94% | 26,069 | $3.0M | Reduce -1.9% |
| AMD Advanced Micro Devices | 1.79% | 17,151 | $2.8M | Add +8.4% |
| PEP Pepsico Inc. | 1.66% | 15,598 | $2.6M | Add +0.9% |
| CVX Chevron Corp. | 1.59% | 15,803 | $2.5M | Add +1.8% |
| INTC Intel Corp. | 1.53% | 76,410 | $2.4M | Add +3.0% |
| ET Energy Transfer LP | 1.47% | 140,491 | $2.3M | Reduce -8.6% |
| VZ Verizon Communications Inc. | 1.44% | 54,075 | $2.2M | Reduce -2.4% |
| MCD McDonald's Corp. | 1.30% | 7,892 | $2.0M | Reduce -1.4% |
| TSM Taiwan Semiconductor-SP ADR | 1.29% | 11,512 | $2.0M | Add +1.0% |
| T AT&T Inc. | 1.21% | 97,753 | $1.9M | Reduce -23.0% |
| SCHW Schwab (charles) Corp. | 1.12% | 23,512 | $1.7M | Add +6.5% |
| KO The Coca-Cola Co. | 1.11% | 27,025 | $1.7M | Add +167.6% |
| SUN Sunoco LP | 0.99% | 27,084 | $1.5M | Add +5.8% |
| TMO Thermo Fisher Scientific Inc. | 0.92% | 2,576 | $1.4M | Reduce -5.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.92% | 35,694 | $1.4M | Reduce -25.4% |
| PFE Pfizer Inc. | 0.80% | 44,452 | $1.2M | Reduce -26.5% |
| KHC The Kraft Heinz Co. | 0.80% | 38,481 | $1.2M | Reduce -11.9% |
| LMT Lockheed Martin Corp. | 0.75% | 2,494 | $1.2M | Add +8.0% |
| BMY Bristol-Myers Squibb Co. | 0.74% | 27,666 | $1.1M | Reduce -33.8% |
| GOOG Alphabet Inc. Class C | 0.66% | 5,569 | $1.0M | Add +0.3% |
| GBTC Grayscale Bitcoin Trust ETF | 0.65% | 18,970 | $1.0M | Reduce -0.3% |
| JNJ Johnson & Johnson | 0.63% | 6,646 | $971K | Reduce -24.5% |
| GLD SPDR Gold Shares | 0.61% | 4,415 | $949K | Reduce -6.5% |
| TXN Texas Instruments Inc. | 0.58% | 4,651 | $905K | Add +9.1% |
| PFF iShares Preferred & Income S | 0.57% | 27,922 | $881K | Reduce -27.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.53% | 1,499 | $816K | Add +0.5% |
| DE Deere & Co. | 0.49% | 2,041 | $762K | Reduce -32.4% |
| TSLA Tesla Inc. | 0.47% | 3,682 | $728K | Add +0.1% |
| APD Air Products & Chemicals Inc. | 0.46% | 2,740 | $707K | Reduce -22.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.44% | 6,295 | $674K | New |
| KMB Kimberly-Clark Corp. | 0.43% | 4,828 | $667K | Reduce -5.6% |
| CSCO Cisco Systems Inc. | 0.43% | 13,905 | $661K | Reduce -22.9% |
| RTX RTX Corp. | 0.41% | 6,377 | $640K | Add +1.0% |
| IBB iShares Biotechnology ETF | 0.39% | 4,456 | $612K | Add +107.5% |
| AVGO Broadcom Inc. | 0.38% | 368 | $591K | No change |
| MO Altria Group Inc. | 0.37% | 12,703 | $579K | Reduce -18.3% |
| SCHA Schwab US Small-Cap ETF | 0.36% | 11,777 | $559K | Add +99.7% |
| HD Home Depot Inc. | 0.34% | 1,515 | $522K | Reduce -6.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 5,162 | $513K | Reduce -2.9% |
| ES Eversource Energy | 0.32% | 8,712 | $494K | Reduce -15.7% |
| V Visa Inc. Class A | 0.32% | 1,868 | $490K | Reduce -20.9% |
| GS Goldman Sachs Group Inc. | 0.31% | 1,065 | $482K | Reduce -37.6% |
| IVV iShares Core S&P 500 ETF | 0.29% | 823 | $450K | Reduce -3.5% |
| EPD Enterprise Products Partners | 0.28% | 14,997 | $435K | Reduce -3.0% |
| SCHG Schwab US Large-Cap Growth | 0.26% | 4,052 | $409K | Add +2.4% |
| EBC Eastern Bankshares Inc. | 0.25% | 28,091 | $393K | Add +0.4% |
| USO United States Oil Fund LP | 0.25% | 4,792 | $381K | Reduce -2.7% |
| ISRG Intuitive Surgical Inc. | 0.24% | 837 | $372K | No change |
| BTI British American Tob-SP ADR | 0.24% | 12,014 | $372K | Add +32.4% |
| F Ford Motor Co. filed as FORD MTR CO DEL | 0.24% | 29,251 | $367K | Reduce -0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 2,000 | $365K | Reduce -4.0% |
| MU Micron Technology Inc. | 0.23% | 2,762 | $363K | No change |
| SCHD Schwab US DVD Equity ETF | 0.23% | 4,564 | $355K | Add +5.0% |
| CNP Centerpoint Energy Inc. | 0.22% | 11,049 | $342K | Reduce -26.6% |
| NFLX Netflix Inc. | 0.21% | 483 | $326K | No change |
| SXC Suncoke Energy Inc. | 0.14% | 22,298 | $219K | No change |
| SO The Southern Co. | 0.14% | 2,808 | $218K | No change |
| WFC Wells Fargo & Co. | 0.14% | 3,551 | $211K | Reduce -0.8% |
| RCL Royal Caribbean Cruises Ltd. | 0.14% | 1,319 | $210K | New |
| TLRY Tilray Brands Inc. | 0.02% | 18,680 | $31K | New |
Portfolio Sells Q1 2024 → Q2 2024
| BMY Bristol-Myers Squibb Co. | Reduce -33.8% | 0.74% | −0.75 |
| MRK Merck & Co. Inc. | Reduce -4.6% | 3.43% | −0.47 |
| XEL Xcel Energy Inc. | Sold out | 0.00% | −0.45 |
| CRM Salesforce Inc. | Reduce -2.0% | 1.98% | −0.43 |
| CMS CMS Energy Corp. | Sold out | 0.00% | −0.40 |
| CAT Caterpillar Inc. | Reduce -3.8% | 2.10% | −0.34 |
| DE Deere & Co. | Reduce -32.4% | 0.49% | −0.32 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.32 |
| PFE Pfizer Inc. | Reduce -26.5% | 0.80% | −0.30 |
| JNJ Johnson & Johnson | Reduce -24.5% | 0.63% | −0.29 |
| BAC Bank of America Corp. | Reduce -25.4% | 0.92% | −0.28 |
| T AT&T Inc. | Reduce -23.0% | 1.21% | −0.26 |
| KHC The Kraft Heinz Co. | Reduce -11.9% | 0.80% | −0.26 |
| PFF iShares Preferred & Income S | Reduce -27.4% | 0.57% | −0.25 |
| UDR Udr Inc. | Sold out | 0.00% | −0.20 |
| BEN Franklin Templeton Inc. | Sold out | 0.00% | −0.19 |
| MCD McDonald's Corp. | Reduce -1.4% | 1.30% | −0.18 |
| CSCO Cisco Systems Inc. | Reduce -22.9% | 0.43% | −0.17 |
| GS Goldman Sachs Group Inc. | Reduce -37.6% | 0.31% | −0.16 |
| JPM JPMorgan Chase & Co. | Reduce -4.9% | 2.64% | −0.16 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -0.3% | 0.65% | −0.14 |
| PM Philip Morris International | Sold out | 0.00% | −0.14 |
| DOW Dow Inc. | Sold out | 0.00% | −0.13 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.3% | 0.92% | −0.12 |
| ET Energy Transfer LP | Reduce -8.6% | 1.47% | −0.12 |
| V Visa Inc. Class A | Reduce -20.9% | 0.32% | −0.12 |
| APD Air Products & Chemicals Inc. | Reduce -22.1% | 0.46% | −0.10 |
| DIS The Walt Disney Co. | Reduce -2.9% | 0.33% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -1.9% | 1.94% | −0.09 |
| VZ Verizon Communications Inc. | Reduce -2.4% | 1.44% | −0.09 |
| ES Eversource Energy | Reduce -15.7% | 0.32% | −0.09 |
| MO Altria Group Inc. | Reduce -18.3% | 0.37% | −0.07 |
| HD Home Depot Inc. | Reduce -6.5% | 0.34% | −0.07 |
| CNP Centerpoint Energy Inc. | Reduce -26.6% | 0.22% | −0.06 |
| GLD SPDR Gold Shares | Reduce -6.5% | 0.61% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 2.61% | −0.02 |
| F Ford Motor Co. | Reduce -0.1% | 0.24% | −0.02 |
| EPD Enterprise Products Partners | Reduce -3.0% | 0.28% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.0% | 0.24% | −0.01 |
| USO United States Oil Fund LP | Reduce -2.7% | 0.25% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -5.6% | 0.43% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -3.5% | 0.29% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -0.8% | 0.14% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -3.1% | 5.43% | +0.10 |
| WMT Walmart Inc. | Reduce -2.8% | 2.09% | +0.14 |
| GOOGL Alphabet Inc. Class A | Reduce -1.0% | 4.23% | +0.63 |
| LLY Eli Lilly & Co. | Reduce -1.8% | 9.66% | +1.05 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +6.2% | 6.33% | +1.90 |
| AAPL Apple Inc. | Add +0.5% | 9.28% | +1.63 |
| KO The Coca-Cola Co. | Add +167.6% | 1.11% | +0.70 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.44% | +0.44 |
| MSFT Microsoft Corp. | Add +0.7% | 8.09% | +0.39 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.0% | 1.29% | +0.27 |
| IBB iShares Biotechnology ETF | Add +107.5% | 0.39% | +0.20 |
| META Meta Platforms Inc. Class A | Add +2.5% | 4.52% | +0.20 |
| SCHA Schwab US Small-Cap ETF | Add +99.7% | 0.36% | +0.17 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.14% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +0.3% | 0.66% | +0.10 |
| TXN Texas Instruments Inc. | Add +9.1% | 0.58% | +0.10 |
| SCHW Schwab (charles) Corp. | Add +6.5% | 1.12% | +0.07 |
| LMT Lockheed Martin Corp. | Add +8.0% | 0.75% | +0.06 |
| BTI British American Tob-SP ADR | Add +32.4% | 0.24% | +0.06 |
| TSLA Tesla Inc. | Add +0.1% | 0.47% | +0.05 |
| SCHG Schwab US Large-Cap Growth | Add +2.4% | 0.26% | +0.02 |
| TLRY Tilray Brands Inc. | New | 0.02% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.5% | 0.53% | +0.01 |
| RTX RTX Corp. | Add +1.0% | 0.41% | +0.01 |
| EBC Eastern Bankshares Inc. | Add +0.4% | 0.25% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +5.0% | 0.23% | −0.00 |
| CVX Chevron Corp. | Add +1.8% | 1.59% | −0.01 |
| SUN Sunoco LP | Add +5.8% | 0.99% | −0.03 |
| AMD Advanced Micro Devices | Add +8.4% | 1.79% | −0.08 |
| PEP Pepsico Inc. | Add +0.9% | 1.66% | −0.12 |
| INTC Intel Corp. | Add +3.0% | 1.53% | −0.63 |
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 |