Finer Wealth Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Finer Wealth Management, Inc. reported 86 stock positions worth $187.1 million. Its top holding was Microsoft (MSFT) at 7.8% of the portfolio, followed by Apple (AAPL, 7.4%) and Nvidia (NVDA, 7.2%). Compared with Q1 2025, it opened 7 new positions, sold out of 7, added to 27 and reduced 39. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SALEM, MA
- CIK
- 0001929071
- Portfolio Value
- $187.1M (Q2 2025)
- SEC Filing
- 0001221073-25-000078 ↗ filed Aug 13, 2025
Holdings Value
Holdings 86 stocks · $187.1M
| MSFT Microsoft Corp. | 7.85% | 29,509 | $14.7M | Reduce -0.4% |
| AAPL Apple Inc. | 7.40% | 67,477 | $13.8M | Reduce -0.0% |
| NVDA Nvidia Corp. | 7.24% | 85,774 | $13.6M | Add +0.7% |
| LLY Eli Lilly & Co. | 6.07% | 14,564 | $11.4M | Reduce -2.9% |
| META Meta Platforms Inc. Class A | 5.40% | 13,694 | $10.1M | Add +0.8% |
| AMZN Amazon.com Inc. | 5.16% | 43,975 | $9.6M | Add +1.1% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 4.81% | 22,248 | $9.0M | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 3.47% | 36,862 | $6.5M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 3.28% | 21,137 | $6.1M | Add +1.7% |
| WMT Walmart Inc. | 2.56% | 48,904 | $4.8M | Add +1.4% |
| PG The Procter & Gamble Co. | 2.12% | 24,933 | $4.0M | Add +2.8% |
| CAT Caterpillar Inc. | 2.08% | 10,041 | $3.9M | Add +3.7% |
| T AT&T Inc. | 2.05% | 132,384 | $3.8M | Add +25.6% |
| MRK Merck & Co. Inc. | 1.81% | 42,762 | $3.4M | Add +1.0% |
| CRM Salesforce Inc. | 1.81% | 12,398 | $3.4M | Add +1.3% |
| ET Energy Transfer LP | 1.79% | 184,413 | $3.3M | Add +4.9% |
| AMD Advanced Micro Devices | 1.66% | 21,857 | $3.1M | Add +8.9% |
| VZ Verizon Communications Inc. | 1.65% | 71,425 | $3.1M | Add +30.5% |
| SCHW Schwab (charles) Corp. | 1.56% | 31,939 | $2.9M | Add +3.9% |
| MCD McDonald's Corp. | 1.50% | 9,622 | $2.8M | Add +4.7% |
| XOM Exxon Mobil Corp. | 1.47% | 25,455 | $2.7M | Reduce -0.8% |
| TSM Taiwan Semiconductor-SP ADR | 1.42% | 11,701 | $2.7M | Reduce -1.9% |
| GBTC Grayscale Bitcoin Trust ETF | 1.30% | 28,652 | $2.4M | Reduce -1.3% |
| IBIT iShares Bitcoin Trust ETF | 1.30% | 39,668 | $2.4M | Add +136.2% |
| PEP Pepsico Inc. | 1.23% | 17,457 | $2.3M | Add +6.9% |
| CVX Chevron Corp. | 1.21% | 15,780 | $2.3M | Reduce -2.0% |
| KO The Coca-Cola Co. | 1.01% | 26,719 | $1.9M | Reduce -0.3% |
| SUN Sunoco LP | 0.94% | 32,942 | $1.8M | Add +2.7% |
| TSLA Tesla Inc. | 0.93% | 5,497 | $1.7M | Add +12.4% |
| LMT Lockheed Martin Corp. | 0.93% | 3,763 | $1.7M | Add +12.4% |
| PLTR Palantir Technologies Inc. Class A | 0.81% | 11,129 | $1.5M | Add +48.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.73% | 1,693 | $1.4M | New |
| MO Altria Group Inc. | 0.67% | 21,421 | $1.3M | Add +1.7% |
| IBB iShares Biotechnology ETF | 0.62% | 9,135 | $1.2M | Reduce -2.4% |
| CSCO Cisco Systems Inc. | 0.59% | 16,021 | $1.1M | Reduce -2.2% |
| TXN Texas Instruments Inc. | 0.59% | 5,299 | $1.1M | Reduce -5.3% |
| KHC The Kraft Heinz Co. | 0.57% | 41,110 | $1.1M | Reduce -0.3% |
| GLD SPDR Gold Shares | 0.57% | 3,472 | $1.1M | Reduce -4.6% |
| AVGO Broadcom Inc. | 0.55% | 3,722 | $1.0M | Add +1.9% |
| GOOG Alphabet Inc. Class C | 0.54% | 5,695 | $1.0M | Add +2.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.49% | 19,308 | $914K | Reduce -8.4% |
| SCHA Schwab US Small-Cap ETF | 0.48% | 35,231 | $891K | Reduce -10.3% |
| RTX RTX Corp. | 0.45% | 5,790 | $845K | Reduce -2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.43% | 1,289 | $796K | Add +0.2% |
| BTI British American Tob-SP ADR | 0.40% | 15,846 | $750K | No change |
| XEL Xcel Energy Inc. | 0.40% | 10,942 | $745K | No change |
| JNJ Johnson & Johnson | 0.37% | 4,492 | $686K | Reduce -7.5% |
| DE Deere & Co. | 0.36% | 1,315 | $669K | Reduce -9.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.34% | 5,763 | $632K | Reduce -2.0% |
| NFLX Netflix Inc. | 0.33% | 467 | $626K | No change |
| CMS CMS Energy Corp. | 0.33% | 9,000 | $624K | No change |
| GS Goldman Sachs Group Inc. | 0.31% | 807 | $571K | Reduce -18.6% |
| KMB Kimberly-Clark Corp. | 0.30% | 4,382 | $565K | Reduce -2.9% |
| ES Eversource Energy | 0.30% | 8,712 | $554K | No change |
| BMY Bristol-Myers Squibb Co. | 0.27% | 10,998 | $509K | Reduce -15.7% |
| ETHE Grayscale Ethereum Staking E | 0.27% | 24,385 | $509K | Reduce -0.7% |
| HD Home Depot Inc. | 0.26% | 1,322 | $485K | Reduce -8.2% |
| IVV iShares Core S&P 500 ETF | 0.23% | 691 | $429K | Reduce -6.6% |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 2,000 | $409K | No change |
| ISRG Intuitive Surgical Inc. | 0.22% | 753 | $409K | No change |
| EBC Eastern Bankshares Inc. | 0.22% | 26,775 | $409K | Add +0.5% |
| INTC Intel Corp. | 0.22% | 18,202 | $408K | Reduce -80.6% |
| APD Air Products & Chemicals Inc. | 0.22% | 1,440 | $406K | Reduce -34.5% |
| CNP Centerpoint Energy Inc. | 0.22% | 11,049 | $406K | No change |
| LAES Sealsq Corp. | 0.22% | 100,000 | $403K | No change |
| SCHG Schwab US Large-Cap Growth | 0.21% | 13,622 | $398K | Reduce -8.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 2,839 | $352K | Reduce -19.8% |
| MU Micron Technology Inc. | 0.18% | 2,761 | $340K | No change |
| TIDAL TRUST II | 0.18% | 14,874 | $330K | New |
| WKEY Wisekey Intl Holdings-ADR | 0.17% | 49,497 | $325K | No change |
| V Visa Inc. Class A | 0.17% | 908 | $322K | Reduce -18.6% |
| EPD Enterprise Products Partners | 0.17% | 10,195 | $316K | Reduce -2.3% |
| DEFT Defi Technologies Inc. | 0.16% | 102,000 | $299K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 997 | $294K | No change |
| PFF iShares Preferred & Income S | 0.15% | 9,430 | $289K | Reduce -22.8% |
| SCHD Schwab US DVD Equity ETF | 0.15% | 10,834 | $287K | Reduce -15.3% |
| BTC Grayscale Bitcoin Mini ETF | 0.15% | 5,684 | $271K | Reduce -1.7% |
| RCL Royal Caribbean Cruises Ltd. | 0.14% | 848 | $266K | Reduce -35.6% |
| WFC Wells Fargo & Co. | 0.14% | 3,264 | $262K | Reduce -1.9% |
| SO The Southern Co. | 0.13% | 2,634 | $242K | Reduce -6.2% |
| UNH Unitedhealth Group Inc. | 0.13% | 774 | $241K | New |
| PM Philip Morris International | 0.12% | 1,258 | $229K | New |
| USO United States Oil Fund LP | 0.11% | 2,844 | $208K | Reduce -8.0% |
| DDC DDC Enterprise Ltd. Class A | 0.06% | 10,000 | $109K | New |
| BRR Columbus Circle Capital Co. Class A | 0.06% | 10,000 | $106K | New |
| TLRY Tilray Brands Inc. | 0.00% | 14,647 | $6K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.0% | 7.40% | −1.58 |
| LLY Eli Lilly & Co. | Reduce -2.9% | 6.07% | −1.35 |
| INTC Intel Corp. | Reduce -80.6% | 0.22% | −1.06 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.66 |
| CVX Chevron Corp. | Reduce -2.0% | 1.21% | −0.41 |
| XOM Exxon Mobil Corp. | Reduce -0.8% | 1.47% | −0.36 |
| BMY Bristol-Myers Squibb Co. | Reduce -15.7% | 0.27% | −0.20 |
| KHC The Kraft Heinz Co. | Reduce -0.3% | 0.57% | −0.18 |
| APD Air Products & Chemicals Inc. | Reduce -34.5% | 0.22% | −0.17 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.14 |
| KO The Coca-Cola Co. | Reduce -0.3% | 1.01% | −0.14 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.13 |
| NBIS Nebius Group NV | Sold out | 0.00% | −0.13 |
| SXC Suncoke Energy Inc. | Sold out | 0.00% | −0.12 |
| JNJ Johnson & Johnson | Reduce -7.5% | 0.37% | −0.12 |
| F Ford Motor Co. | Sold out | 0.00% | −0.10 |
| IBB iShares Biotechnology ETF | Reduce -2.4% | 0.62% | −0.10 |
| KMB Kimberly-Clark Corp. | Reduce -2.9% | 0.30% | −0.08 |
| SCHA Schwab US Small-Cap ETF | Reduce -10.3% | 0.48% | −0.07 |
| PFF iShares Preferred & Income S | Reduce -22.8% | 0.15% | −0.07 |
| GLD SPDR Gold Shares | Reduce -4.6% | 0.57% | −0.06 |
| V Visa Inc. Class A | Reduce -18.6% | 0.17% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -15.3% | 0.15% | −0.06 |
| HD Home Depot Inc. | Reduce -8.2% | 0.26% | −0.06 |
| DE Deere & Co. | Reduce -9.6% | 0.36% | −0.05 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -2.0% | 0.34% | −0.05 |
| EPD Enterprise Products Partners | Reduce -2.3% | 0.17% | −0.04 |
| BAC Bank of America Corp. | Reduce -8.4% | 0.49% | −0.04 |
| USO United States Oil Fund LP | Reduce -8.0% | 0.11% | −0.03 |
| SO The Southern Co. | Reduce -6.2% | 0.13% | −0.03 |
| DIS The Walt Disney Co. | Reduce -19.8% | 0.19% | −0.02 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -35.6% | 0.14% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -6.6% | 0.23% | −0.02 |
| GS Goldman Sachs Group Inc. | Reduce -18.6% | 0.31% | −0.02 |
| RTX RTX Corp. | Reduce -2.3% | 0.45% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -5.3% | 0.59% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -2.2% | 0.59% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -8.3% | 0.21% | −0.01 |
| BITF Bitfarms Ltd./Canada | Sold out | 0.00% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -1.9% | 0.14% | −0.00 |
| BTC Grayscale Bitcoin Mini ETF | Reduce -1.7% | 0.15% | +0.02 |
| ETHE Grayscale Ethereum Staking E | Reduce -0.7% | 0.27% | +0.05 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -1.3% | 1.30% | +0.17 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -1.9% | 1.42% | +0.23 |
| MSTR Strategy Inc. | Reduce -3.0% | 4.81% | +0.85 |
| MSFT Microsoft Corp. | Reduce -0.4% | 7.85% | +1.18 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +0.7% | 7.24% | +1.71 |
| IBIT iShares Bitcoin Trust ETF | Add +136.2% | 1.30% | +0.83 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.73% | +0.73 |
| META Meta Platforms Inc. Class A | Add +0.8% | 5.40% | +0.71 |
| PLTR Palantir Technologies Inc. Class A | Add +48.3% | 0.81% | +0.43 |
| AMD Advanced Micro Devices | Add +8.9% | 1.66% | +0.42 |
| T AT&T Inc. | Add +25.6% | 2.05% | +0.26 |
| JPM JPMorgan Chase & Co. | Add +1.7% | 3.28% | +0.22 |
| AMZN Amazon.com Inc. | Add +1.1% | 5.16% | +0.20 |
| AVGO Broadcom Inc. | Add +1.9% | 0.55% | +0.18 |
| TIDAL TRUST II | New | 0.18% | +0.18 |
| TSLA Tesla Inc. | Add +12.4% | 0.93% | +0.17 |
| CAT Caterpillar Inc. | Add +3.7% | 2.08% | +0.17 |
| VZ Verizon Communications Inc. | Add +30.5% | 1.65% | +0.16 |
| DEFT Defi Technologies Inc. | New | 0.16% | +0.16 |
| UNH Unitedhealth Group Inc. | New | 0.13% | +0.13 |
| PM Philip Morris International | New | 0.12% | +0.12 |
| SCHW Schwab (charles) Corp. | Add +3.9% | 1.56% | +0.12 |
| GOOGL Alphabet Inc. Class A | Add +1.0% | 3.47% | +0.09 |
| DDC DDC Enterprise Ltd. Class A | New | 0.06% | +0.06 |
| BRR Columbus Circle Capital Co. Class A | New | 0.06% | +0.06 |
| LMT Lockheed Martin Corp. | Add +12.4% | 0.93% | +0.04 |
| WMT Walmart Inc. | Add +1.4% | 2.56% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +2.3% | 0.54% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.2% | 0.43% | −0.01 |
| EBC Eastern Bankshares Inc. | Add +0.5% | 0.22% | −0.04 |
| MO Altria Group Inc. | Add +1.7% | 0.67% | −0.09 |
| CRM Salesforce Inc. | Add +1.3% | 1.81% | −0.16 |
| ET Energy Transfer LP | Add +4.9% | 1.79% | −0.17 |
| SUN Sunoco LP | Add +2.7% | 0.94% | −0.17 |
| MCD McDonald's Corp. | Add +4.7% | 1.50% | −0.22 |
| PEP Pepsico Inc. | Add +6.9% | 1.23% | −0.23 |
| PG The Procter & Gamble Co. | Add +2.8% | 2.12% | −0.35 |
| MRK Merck & Co. Inc. | Add +1.0% | 1.81% | −0.47 |
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 |