Finer Wealth Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Finer Wealth Management, Inc. reported 82 stock positions worth $174.5 million. Its top holding was Apple (AAPL) at 9.9% of the portfolio, followed by Microsoft (MSFT, 7.1%) and Eli Lilly (LLY, 6.9%). Compared with Q3 2024, it opened 6 new positions, sold out of 3, added to 29 and reduced 33. The biggest buy was a new position in Strategy (MSTR) and the biggest sale Eli Lilly (LLY, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- SALEM, MA
- CIK
- 0001929071
- Portfolio Value
- $174.5M (Q4 2024)
- SEC Filing
- 0001221073-25-000035 ↗ filed Feb 13, 2025
Holdings Value
Holdings 82 stocks · $174.5M
| AAPL Apple Inc. | 9.86% | 68,684 | $17.2M | Add +0.8% |
| MSFT Microsoft Corp. | 7.12% | 29,462 | $12.4M | Add +2.3% |
| LLY Eli Lilly & Co. | 6.86% | 15,511 | $12.0M | Reduce -2.8% |
| NVDA Nvidia Corp. | 6.18% | 80,242 | $10.8M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 5.57% | 44,289 | $9.7M | Add +1.4% |
| META Meta Platforms Inc. Class A | 4.60% | 13,710 | $8.0M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 3.97% | 36,617 | $6.9M | Add +2.0% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 3.73% | 22,465 | $6.5M | New |
| JPM JPMorgan Chase & Co. | 2.81% | 20,433 | $4.9M | Add +2.7% |
| WMT Walmart Inc. | 2.49% | 48,133 | $4.3M | Add +1.9% |
| MRK Merck & Co. Inc. | 2.40% | 42,057 | $4.2M | Add +0.1% |
| CRM Salesforce Inc. | 2.31% | 12,067 | $4.0M | Add +0.1% |
| PG The Procter & Gamble Co. | 2.30% | 23,944 | $4.0M | Add +0.1% |
| CAT Caterpillar Inc. | 1.96% | 9,429 | $3.4M | Add +0.9% |
| ET Energy Transfer LP | 1.94% | 172,637 | $3.4M | Add +7.6% |
| XOM Exxon Mobil Corp. | 1.53% | 24,812 | $2.7M | Reduce -1.7% |
| MCD McDonald's Corp. | 1.48% | 8,884 | $2.6M | Add +4.3% |
| PEP Pepsico Inc. | 1.37% | 15,757 | $2.4M | Add +1.4% |
| AMD Advanced Micro Devices | 1.36% | 19,610 | $2.4M | Add +2.6% |
| TSM Taiwan Semiconductor-SP ADR | 1.36% | 11,981 | $2.4M | Reduce -1.0% |
| INTC Intel Corp. | 1.35% | 117,820 | $2.4M | Reduce -0.5% |
| T AT&T Inc. | 1.32% | 101,212 | $2.3M | Add +0.6% |
| GBTC Grayscale Bitcoin Trust ETF | 1.30% | 30,568 | $2.3M | Add +105.0% |
| CVX Chevron Corp. | 1.28% | 15,453 | $2.2M | Reduce -1.6% |
| SCHW Schwab (charles) Corp. | 1.23% | 29,056 | $2.2M | Add +6.9% |
| VZ Verizon Communications Inc. | 1.20% | 52,360 | $2.1M | Reduce -6.3% |
| KO The Coca-Cola Co. | 0.96% | 27,025 | $1.7M | Reduce -0.0% |
| SUN Sunoco LP | 0.91% | 31,027 | $1.6M | Add +3.1% |
| LMT Lockheed Martin Corp. | 0.88% | 3,162 | $1.5M | Add +8.7% |
| TSLA Tesla Inc. | 0.85% | 3,688 | $1.5M | Add +0.5% |
| KHC The Kraft Heinz Co. | 0.70% | 39,613 | $1.2M | Reduce -1.8% |
| TMO Thermo Fisher Scientific Inc. | 0.67% | 2,249 | $1.2M | Reduce -5.7% |
| GLD SPDR Gold Shares | 0.66% | 4,752 | $1.2M | Add +18.7% |
| IBB iShares Biotechnology ETF | 0.65% | 8,576 | $1.1M | Add +15.1% |
| SCHA Schwab US Small-Cap ETF | 0.64% | 43,373 | $1.1M | Add +20.1% |
| MO Altria Group Inc. | 0.63% | 21,063 | $1.1M | Reduce -0.4% |
| TXN Texas Instruments Inc. | 0.62% | 5,810 | $1.1M | Add +4.1% |
| GOOG Alphabet Inc. Class C | 0.61% | 5,568 | $1.1M | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.56% | 16,380 | $970K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.55% | 22,000 | $967K | Reduce -9.8% |
| BMY Bristol-Myers Squibb Co. | 0.51% | 15,851 | $897K | Reduce -18.8% |
| AVGO Broadcom Inc. | 0.49% | 3,653 | $847K | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 1,404 | $823K | Reduce -0.5% |
| XEL Xcel Energy Inc. | 0.42% | 10,942 | $739K | No change |
| JNJ Johnson & Johnson | 0.40% | 4,865 | $704K | Reduce -4.0% |
| RTX RTX Corp. | 0.40% | 5,968 | $691K | Reduce -6.3% |
| ETHE Grayscale Ethereum Staking E | 0.39% | 24,555 | $688K | No change |
| APD Air Products & Chemicals Inc. | 0.38% | 2,273 | $659K | Reduce -3.2% |
| DE Deere & Co. | 0.37% | 1,525 | $646K | Reduce -4.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.36% | 5,873 | $627K | New |
| LAES Sealsq Corp. | 0.35% | 100,000 | $615K | New |
| CMS CMS Energy Corp. | 0.34% | 9,000 | $600K | No change |
| KMB Kimberly-Clark Corp. | 0.34% | 4,547 | $596K | No change |
| BTI British American Tob-SP ADR | 0.33% | 15,896 | $577K | No change |
| GS Goldman Sachs Group Inc. | 0.32% | 989 | $566K | Reduce -7.0% |
| HD Home Depot Inc. | 0.32% | 1,439 | $560K | Add +0.3% |
| ES Eversource Energy | 0.29% | 8,712 | $500K | No change |
| EBC Eastern Bankshares Inc. | 0.26% | 26,536 | $458K | Reduce -5.9% |
| WKEY Wisekey Intl Holdings-ADR | 0.26% | 49,497 | $448K | New |
| IVV iShares Core S&P 500 ETF | 0.25% | 740 | $436K | Reduce -10.1% |
| NFLX Netflix Inc. | 0.25% | 483 | $431K | Add +0.2% |
| PFF iShares Preferred & Income S | 0.24% | 13,268 | $417K | Reduce -26.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 3,735 | $416K | Reduce -9.8% |
| SCHG Schwab US Large-Cap Growth | 0.23% | 14,666 | $409K | Reduce -3.4% |
| PFE Pfizer Inc. | 0.23% | 15,049 | $399K | Reduce -7.4% |
| ISRG Intuitive Surgical Inc. | 0.23% | 763 | $398K | Reduce -8.8% |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 2,000 | $392K | No change |
| V Visa Inc. Class A | 0.21% | 1,137 | $359K | Reduce -12.9% |
| CNP Centerpoint Energy Inc. | 0.20% | 11,049 | $351K | No change |
| USO United States Oil Fund LP | 0.20% | 4,589 | $347K | Reduce -0.1% |
| SCHD Schwab US DVD Equity ETF | 0.20% | 12,643 | $345K | Reduce -3.4% |
| EPD Enterprise Products Partners | 0.20% | 10,906 | $342K | Reduce -13.7% |
| RCL Royal Caribbean Cruises Ltd. | 0.17% | 1,319 | $304K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.16% | 27,434 | $272K | Reduce -3.6% |
| BTC Grayscale Bitcoin Mini ETF | 0.15% | 6,082 | $255K | Add +103.9% |
| IBIT iShares Bitcoin Trust ETF | 0.14% | 4,753 | $252K | New |
| SXC Suncoke Energy Inc. | 0.14% | 22,298 | $239K | No change |
| WFC Wells Fargo & Co. | 0.14% | 3,382 | $238K | New |
| MU Micron Technology Inc. | 0.13% | 2,761 | $232K | No change |
| SO The Southern Co. | 0.13% | 2,808 | $231K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 1,014 | $223K | Reduce -1.7% |
| TLRY Tilray Brands Inc. | 0.01% | 15,255 | $20K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| LLY Eli Lilly & Co. | Reduce -2.8% | 6.86% | −1.87 |
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.41 |
| INTC Intel Corp. | Reduce -0.5% | 1.35% | −0.36 |
| VZ Verizon Communications Inc. | Reduce -6.3% | 1.20% | −0.35 |
| XOM Exxon Mobil Corp. | Reduce -1.7% | 1.53% | −0.30 |
| META Meta Platforms Inc. Class A | Reduce -0.6% | 4.60% | −0.27 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.7% | 0.67% | −0.24 |
| KO The Coca-Cola Co. | Reduce -0.0% | 0.96% | −0.23 |
| KHC The Kraft Heinz Co. | Reduce -1.8% | 0.70% | −0.18 |
| CVX Chevron Corp. | Reduce -1.6% | 1.28% | −0.14 |
| PFF iShares Preferred & Income S | Reduce -26.4% | 0.24% | −0.13 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.12 |
| BMY Bristol-Myers Squibb Co. | Reduce -18.8% | 0.51% | −0.11 |
| JNJ Johnson & Johnson | Reduce -4.0% | 0.40% | −0.10 |
| RTX RTX Corp. | Reduce -6.3% | 0.40% | −0.08 |
| PFE Pfizer Inc. | Reduce -7.4% | 0.23% | −0.06 |
| APD Air Products & Chemicals Inc. | Reduce -3.2% | 0.38% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -10.1% | 0.25% | −0.04 |
| BAC Bank of America Corp. | Reduce -9.8% | 0.55% | −0.04 |
| DE Deere & Co. | Reduce -4.0% | 0.37% | −0.04 |
| GRAYSCALE ETHEREUM MINI TR E | Sold out | 0.00% | −0.04 |
| MO Altria Group Inc. | Reduce -0.4% | 0.63% | −0.03 |
| EPD Enterprise Products Partners | Reduce -13.7% | 0.20% | −0.03 |
| F Ford Motor Co. | Reduce -3.6% | 0.16% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.4% | 0.20% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 0.47% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -8.8% | 0.23% | −0.03 |
| EBC Eastern Bankshares Inc. | Reduce -5.9% | 0.26% | −0.02 |
| V Visa Inc. Class A | Reduce -12.9% | 0.21% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -1.7% | 0.13% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -3.4% | 0.23% | −0.01 |
| DIS The Walt Disney Co. | Reduce -9.8% | 0.24% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -7.0% | 0.32% | −0.00 |
| USO United States Oil Fund LP | Reduce -0.1% | 0.20% | +0.00 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.0% | 1.36% | +0.06 |
| NVDA Nvidia Corp. | Reduce -1.2% | 6.18% | +0.09 |
Portfolio Buys Q3 2024 → Q4 2024
| MSTR Strategy Inc. | New | 3.73% | +3.73 |
| GBTC Grayscale Bitcoin Trust ETF | Add +105.0% | 1.30% | +0.83 |
| AMZN Amazon.com Inc. | Add +1.4% | 5.57% | +0.55 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.36% | +0.36 |
| LAES Sealsq Corp. | New | 0.35% | +0.35 |
| ET Energy Transfer LP | Add +7.6% | 1.94% | +0.35 |
| GOOGL Alphabet Inc. Class A | Add +2.0% | 3.97% | +0.30 |
| CRM Salesforce Inc. | Add +0.1% | 2.31% | +0.28 |
| TSLA Tesla Inc. | Add +0.5% | 0.85% | +0.26 |
| WKEY Wisekey Intl Holdings-ADR | New | 0.26% | +0.26 |
| JPM JPMorgan Chase & Co. | Add +2.7% | 2.81% | +0.22 |
| SCHW Schwab (charles) Corp. | Add +6.9% | 1.23% | +0.15 |
| IBIT iShares Bitcoin Trust ETF | New | 0.14% | +0.14 |
| WMT Walmart Inc. | Add +1.9% | 2.49% | +0.14 |
| WFC Wells Fargo & Co. | New | 0.14% | +0.14 |
| AVGO Broadcom Inc. | Add +0.1% | 0.49% | +0.10 |
| BTC Grayscale Bitcoin Mini ETF | Add +103.9% | 0.15% | +0.09 |
| SCHA Schwab US Small-Cap ETF | Add +20.1% | 0.64% | +0.07 |
| GLD SPDR Gold Shares | Add +18.7% | 0.66% | +0.06 |
| AAPL Apple Inc. | Add +0.8% | 9.86% | +0.06 |
| NFLX Netflix Inc. | Add +0.2% | 0.25% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.61% | +0.03 |
| IBB iShares Biotechnology ETF | Add +15.1% | 0.65% | −0.02 |
| HD Home Depot Inc. | Add +0.3% | 0.32% | −0.04 |
| T AT&T Inc. | Add +0.6% | 1.32% | −0.04 |
| SUN Sunoco LP | Add +3.1% | 0.91% | −0.08 |
| TXN Texas Instruments Inc. | Add +4.1% | 0.62% | −0.09 |
| MCD McDonald's Corp. | Add +4.3% | 1.48% | −0.12 |
| LMT Lockheed Martin Corp. | Add +8.7% | 0.88% | −0.17 |
| PG The Procter & Gamble Co. | Add +0.1% | 2.30% | −0.26 |
| PEP Pepsico Inc. | Add +1.4% | 1.37% | −0.26 |
| CAT Caterpillar Inc. | Add +0.9% | 1.96% | −0.29 |
| MSFT Microsoft Corp. | Add +2.3% | 7.12% | −0.53 |
| MRK Merck & Co. Inc. | Add +0.1% | 2.40% | −0.55 |
| AMD Advanced Micro Devices | Add +2.6% | 1.36% | −0.58 |
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 |