Finer Wealth Management, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Finer Wealth Management, Inc. reported 79 stock positions worth $162.0 million. Its top holding was Apple (AAPL) at 9.8% of the portfolio, followed by Eli Lilly (LLY, 8.7%) and Microsoft (MSFT, 7.6%). Compared with Q2 2024, it opened 7 new positions, sold out of 2, added to 23 and reduced 41. The biggest buy was a new position in Xcel Energy (XEL) and the biggest sale Eli Lilly (LLY, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SALEM, MA
- CIK
- 0001929071
- Portfolio Value
- $162.0M (Q3 2024)
- SEC Filing
- 0001221073-24-000101 ↗ filed Nov 14, 2024
Holdings Value
Holdings 79 stocks · $162.0M
| AAPL Apple Inc. | 9.80% | 68,163 | $15.9M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 8.73% | 15,965 | $14.1M | Reduce -3.5% |
| MSFT Microsoft Corp. | 7.65% | 28,800 | $12.4M | Add +2.6% |
| NVDA Nvidia Corp. | 6.09% | 81,210 | $9.9M | Add +2.2% |
| AMZN Amazon.com Inc. | 5.02% | 43,679 | $8.1M | Add +0.3% |
| META Meta Platforms Inc. Class A | 4.87% | 13,789 | $7.9M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 3.67% | 35,881 | $6.0M | Reduce -0.3% |
| MRK Merck & Co. Inc. | 2.95% | 42,036 | $4.8M | Reduce -2.2% |
| JPM JPMorgan Chase & Co. | 2.59% | 19,904 | $4.2M | Reduce -1.5% |
| PG The Procter & Gamble Co. | 2.56% | 23,913 | $4.1M | Reduce -2.5% |
| WMT Walmart Inc. | 2.35% | 47,243 | $3.8M | Reduce -1.4% |
| CAT Caterpillar Inc. | 2.26% | 9,343 | $3.7M | Reduce -4.6% |
| CRM Salesforce Inc. | 2.04% | 12,052 | $3.3M | Add +0.9% |
| AMD Advanced Micro Devices | 1.94% | 19,113 | $3.1M | Add +11.4% |
| XOM Exxon Mobil Corp. | 1.83% | 25,235 | $3.0M | Reduce -3.2% |
| INTC Intel Corp. | 1.71% | 118,437 | $2.8M | Add +55.0% |
| PEP Pepsico Inc. | 1.63% | 15,547 | $2.6M | Reduce -0.3% |
| MCD McDonald's Corp. | 1.60% | 8,517 | $2.6M | Add +7.9% |
| ET Energy Transfer LP | 1.59% | 160,414 | $2.6M | Add +14.2% |
| VZ Verizon Communications Inc. | 1.55% | 55,874 | $2.5M | Add +3.3% |
| CVX Chevron Corp. | 1.43% | 15,699 | $2.3M | Reduce -0.7% |
| T AT&T Inc. | 1.37% | 100,578 | $2.2M | Add +2.9% |
| TSM Taiwan Semiconductor-SP ADR | 1.30% | 12,102 | $2.1M | Add +5.1% |
| KO The Coca-Cola Co. | 1.20% | 27,027 | $1.9M | Add +0.0% |
| SCHW Schwab (charles) Corp. | 1.09% | 27,173 | $1.8M | Add +15.6% |
| LMT Lockheed Martin Corp. | 1.05% | 2,910 | $1.7M | Add +16.7% |
| SUN Sunoco LP | 1.00% | 30,106 | $1.6M | Add +11.2% |
| TMO Thermo Fisher Scientific Inc. | 0.91% | 2,385 | $1.5M | Reduce -7.4% |
| KHC The Kraft Heinz Co. | 0.87% | 40,321 | $1.4M | Add +4.8% |
| TXN Texas Instruments Inc. | 0.71% | 5,580 | $1.2M | Add +20.0% |
| IBB iShares Biotechnology ETF | 0.67% | 7,449 | $1.1M | Add +67.2% |
| MO Altria Group Inc. | 0.67% | 21,146 | $1.1M | Add +66.5% |
| BMY Bristol-Myers Squibb Co. | 0.62% | 19,519 | $1.0M | Reduce -29.4% |
| GLD SPDR Gold Shares | 0.60% | 4,004 | $973K | Reduce -9.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.60% | 24,380 | $967K | Reduce -31.7% |
| TSLA Tesla Inc. | 0.59% | 3,669 | $960K | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.57% | 5,565 | $930K | Reduce -0.1% |
| SCHA Schwab US Small-Cap ETF | 0.57% | 18,059 | $930K | Add +53.3% |
| CSCO Cisco Systems Inc. | 0.54% | 16,380 | $872K | Add +17.8% |
| JNJ Johnson & Johnson | 0.51% | 5,070 | $822K | Reduce -23.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 1,411 | $809K | Reduce -5.9% |
| RTX RTX Corp. | 0.48% | 6,371 | $772K | Reduce -0.1% |
| GBTC Grayscale Bitcoin Trust ETF | 0.46% | 14,911 | $753K | Reduce -21.4% |
| XEL Xcel Energy Inc. | 0.44% | 10,942 | $715K | New |
| APD Air Products & Chemicals Inc. | 0.43% | 2,349 | $699K | Reduce -14.3% |
| DE Deere & Co. | 0.41% | 1,589 | $663K | Reduce -22.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.41% | 6,152 | $661K | New |
| KMB Kimberly-Clark Corp. | 0.40% | 4,547 | $647K | Reduce -5.8% |
| CMS CMS Energy Corp. | 0.39% | 9,000 | $636K | New |
| AVGO Broadcom Inc. | 0.39% | 3,650 | $630K | Reduce -0.8% |
| PFF iShares Preferred & Income S | 0.37% | 18,024 | $599K | Reduce -35.5% |
| ES Eversource Energy | 0.37% | 8,712 | $593K | No change |
| BTI British American Tob-SP ADR | 0.36% | 15,896 | $581K | Add +32.3% |
| HD Home Depot Inc. | 0.36% | 1,435 | $581K | Reduce -5.3% |
| ETHE Grayscale Ethereum Staking E | 0.33% | 24,555 | $538K | New |
| GS Goldman Sachs Group Inc. | 0.33% | 1,064 | $527K | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 0.29% | 823 | $475K | No change |
| PFE Pfizer Inc. | 0.29% | 16,249 | $470K | Reduce -63.5% |
| EBC Eastern Bankshares Inc. | 0.29% | 28,189 | $462K | Add +0.3% |
| ISRG Intuitive Surgical Inc. | 0.25% | 837 | $411K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 4,143 | $399K | Reduce -19.7% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 2,000 | $396K | No change |
| SCHG Schwab US Large-Cap Growth | 0.24% | 3,794 | $395K | Reduce -6.4% |
| SCHD Schwab US DVD Equity ETF | 0.23% | 4,364 | $369K | Reduce -4.4% |
| EPD Enterprise Products Partners | 0.23% | 12,638 | $368K | Reduce -15.7% |
| V Visa Inc. Class A | 0.22% | 1,305 | $359K | Reduce -30.1% |
| NFLX Netflix Inc. | 0.21% | 482 | $342K | Reduce -0.2% |
| CNP Centerpoint Energy Inc. | 0.20% | 11,049 | $325K | No change |
| USO United States Oil Fund LP | 0.20% | 4,595 | $321K | Reduce -4.1% |
| F Ford Motor Co. filed as FORD MTR CO | 0.19% | 28,449 | $300K | Reduce -2.7% |
| MU Micron Technology Inc. | 0.18% | 2,761 | $286K | Reduce -0.0% |
| SO The Southern Co. | 0.16% | 2,808 | $253K | No change |
| RCL Royal Caribbean Cruises Ltd. | 0.14% | 1,319 | $234K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 1,032 | $228K | New |
| ABBV Abbvie Inc. | 0.12% | 1,025 | $202K | New |
| SXC Suncoke Energy Inc. | 0.12% | 22,298 | $194K | No change |
| BTC Grayscale Bitcoin Mini Trust | 0.05% | 14,911 | $84K | Reduce -21.4% |
| GRAYSCALE ETHEREUM MINI TR E | 0.04% | 24,555 | $60K | New |
| TLRY Tilray Brands Inc. | 0.02% | 15,255 | $27K | Reduce -18.3% |
Portfolio Sells Q2 2024 → Q3 2024
| LLY Eli Lilly & Co. | Reduce -3.5% | 8.73% | −0.93 |
| GOOGL Alphabet Inc. Class A | Reduce -0.3% | 3.67% | −0.56 |
| PFE Pfizer Inc. | Reduce -63.5% | 0.29% | −0.51 |
| MRK Merck & Co. Inc. | Reduce -2.2% | 2.95% | −0.49 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.44 |
| BAC Bank of America Corp. | Reduce -31.7% | 0.60% | −0.32 |
| PFF iShares Preferred & Income S | Reduce -35.5% | 0.37% | −0.20 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -21.4% | 0.46% | −0.19 |
| CVX Chevron Corp. | Reduce -0.7% | 1.43% | −0.17 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.14 |
| JNJ Johnson & Johnson | Reduce -23.7% | 0.51% | −0.12 |
| BMY Bristol-Myers Squibb Co. | Reduce -29.4% | 0.62% | −0.12 |
| XOM Exxon Mobil Corp. | Reduce -3.2% | 1.83% | −0.11 |
| V Visa Inc. Class A | Reduce -30.1% | 0.22% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 0.57% | −0.08 |
| DIS The Walt Disney Co. | Reduce -19.7% | 0.25% | −0.08 |
| DE Deere & Co. | Reduce -22.1% | 0.41% | −0.08 |
| MU Micron Technology Inc. | Reduce -0.0% | 0.18% | −0.06 |
| EPD Enterprise Products Partners | Reduce -15.7% | 0.23% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -2.5% | 2.56% | −0.05 |
| F Ford Motor Co. | Reduce -2.7% | 0.19% | −0.05 |
| USO United States Oil Fund LP | Reduce -4.1% | 0.20% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 2.59% | −0.05 |
| KMB Kimberly-Clark Corp. | Reduce -5.8% | 0.40% | −0.03 |
| PEP Pepsico Inc. | Reduce -0.3% | 1.63% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.9% | 0.50% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -14.3% | 0.43% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -6.4% | 0.24% | −0.02 |
| BTC Grayscale Bitcoin Mini Trust | Reduce -21.4% | 0.05% | −0.02 |
| GLD SPDR Gold Shares | Reduce -9.3% | 0.60% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -7.4% | 0.91% | −0.01 |
| TLRY Tilray Brands Inc. | Reduce -18.3% | 0.02% | −0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -4.4% | 0.23% | −0.00 |
| NFLX Netflix Inc. | Reduce -0.2% | 0.21% | +0.00 |
| AVGO Broadcom Inc. | Reduce -0.8% | 0.39% | +0.01 |
| GS Goldman Sachs Group Inc. | Reduce -0.1% | 0.33% | +0.01 |
| HD Home Depot Inc. | Reduce -5.3% | 0.36% | +0.02 |
| RTX RTX Corp. | Reduce -0.1% | 0.48% | +0.06 |
| TSLA Tesla Inc. | Reduce -0.3% | 0.59% | +0.12 |
| CAT Caterpillar Inc. | Reduce -4.6% | 2.26% | +0.15 |
| WMT Walmart Inc. | Reduce -1.4% | 2.35% | +0.26 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 4.87% | +0.35 |
| AAPL Apple Inc. | Reduce -0.2% | 9.80% | +0.52 |
Portfolio Buys Q2 2024 → Q3 2024
| XEL Xcel Energy Inc. | New | 0.44% | +0.44 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.41% | +0.41 |
| CMS CMS Energy Corp. | New | 0.39% | +0.39 |
| ETHE Grayscale Ethereum Staking E | New | 0.33% | +0.33 |
| MCD McDonald's Corp. | Add +7.9% | 1.60% | +0.30 |
| LMT Lockheed Martin Corp. | Add +16.7% | 1.05% | +0.30 |
| MO Altria Group Inc. | Add +66.5% | 0.67% | +0.29 |
| IBB iShares Biotechnology ETF | Add +67.2% | 0.67% | +0.27 |
| SCHA Schwab US Small-Cap ETF | Add +53.3% | 0.57% | +0.21 |
| INTC Intel Corp. | Add +55.0% | 1.71% | +0.19 |
| T AT&T Inc. | Add +2.9% | 1.37% | +0.16 |
| IBM Intl Business Machines Corp. | New | 0.14% | +0.14 |
| AMD Advanced Micro Devices | Add +11.4% | 1.94% | +0.14 |
| TXN Texas Instruments Inc. | Add +20.0% | 0.71% | +0.13 |
| ABBV Abbvie Inc. | New | 0.12% | +0.12 |
| BTI British American Tob-SP ADR | Add +32.3% | 0.36% | +0.12 |
| ET Energy Transfer LP | Add +14.2% | 1.59% | +0.12 |
| CSCO Cisco Systems Inc. | Add +17.8% | 0.54% | +0.11 |
| VZ Verizon Communications Inc. | Add +3.3% | 1.55% | +0.11 |
| KO The Coca-Cola Co. | Add +0.0% | 1.20% | +0.09 |
| KHC The Kraft Heinz Co. | Add +4.8% | 0.87% | +0.07 |
| CRM Salesforce Inc. | Add +0.9% | 2.04% | +0.05 |
| GRAYSCALE ETHEREUM MINI TR E | New | 0.04% | +0.04 |
| EBC Eastern Bankshares Inc. | Add +0.3% | 0.29% | +0.03 |
| SUN Sunoco LP | Add +11.2% | 1.00% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.1% | 1.30% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +15.6% | 1.09% | −0.03 |
| NVDA Nvidia Corp. | Add +2.2% | 6.09% | −0.25 |
| AMZN Amazon.com Inc. | Add +0.3% | 5.02% | −0.41 |
| MSFT Microsoft Corp. | Add +2.6% | 7.65% | −0.44 |
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 |