Finer Wealth Management, Inc.
CIK: 0001929071SEC EDGAR →
Portfolio Value
$206.7B
Holdings
83
As of
Q4 2025
New Positions
83
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 68,954 | $18.7B | 9.07% |
| 2 | MICROSOFT CORP | 32,422 | $15.7B | 7.59% |
| 3 | NVIDIA CORPORATION | 83,846 | $15.6B | 7.57% |
| 4 | ELI LILLY & CO | 13,612 | $14.6B | 7.08% |
| 5 | ALPHABET INC | 36,845 | $11.5B | 5.58% |
| 6 | AMAZON COM INC | 44,853 | $10.4B | 5.01% |
| 7 | META PLATFORMS INC | 13,840 | $9.1B | 4.42% |
| 8 | JPMORGAN CHASE & CO. | 21,591 | $7.0B | 3.37% |
| 9 | CATERPILLAR INC | 10,039 | $5.8B | 2.78% |
| 10 | WALMART INC | 49,683 | $5.5B | 2.68% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (83)
$18.7B · 69K shares
$15.7B · 32K shares
$15.6B · 84K shares
$14.6B · 14K shares
$11.5B · 37K shares
$10.4B · 45K shares
$9.1B · 14K shares
$7.0B · 22K shares
$5.8B · 10K shares
$5.5B · 50K shares
$4.8B · 23K shares
$4.8B · 46K shares
$3.8B · 27K shares
$3.5B · 13K shares
$3.4B · 11K shares
$3.3B · 33K shares
$3.2B · 11K shares
$3.1B · 126K shares
$3.1B · 7K shares
$3.1B · 25K shares
$2.9B · 17K shares
$2.8B · 56K shares
$2.8B · 68K shares
$2.7B · 19K shares
$2.4B · 16K shares
$2.4B · 16K shares
$1.9B · 28K shares
$1.9B · 27K shares
$1.9B · 5K shares
$1.8B · 2K shares
$1.7B · 10K shares
$1.7B · 20K shares
$1.7B · 5K shares
$1.4B · 13K shares
$1.4B · 4K shares
$1.3B · 16K shares
$1.2B · 21K shares
$1.1B · 2K shares
$1.0B · 6K shares
$938.0M · 39K shares
$906.0M · 1K shares
$899.0M · 16K shares
$879.0M · 16K shares
$839.0M · 4K shares
$808.0M · 11K shares
$788.0M · 3K shares
$708.0M · 11K shares
$629.0M · 9K shares
$627.0M · 2K shares
$626.0M · 17K shares
$600.0M · 683 shares
$594.0M · 21K shares
$585.0M · 9K shares
$568.0M · 1K shares
$527.0M · 2K shares
$493.0M · 20K shares
$488.0M · 5K shares
$477.0M · 3K shares
$474.0M · 693 shares
$469.0M · 28K shares
$453.0M · 1K shares
$439.0M · 2K shares
$423.0M · 11K shares
$409.0M · 13K shares
$388.0M · 49K shares
$379.0M · 100K shares
$322.0M · 3K shares
$301.0M · 3K shares
$297.0M · 1K shares
$293.0M · 20K shares
$291.0M · 5K shares
$269.0M · 7K shares
$268.0M · 311 shares
$264.0M · 754 shares
$263.0M · 466 shares
$249.0M · 1K shares
$228.0M · 3K shares
$220.0M · 8K shares
$219.0M · 7K shares
$201.0M · 1K shares
$200.0M · 8K shares
$81.0M · 16K shares
$70.0M · 20K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 21 | $76.2B | 36.9% |
| Communication Services | 6 | $26.3B | 12.7% |
| Financial Services | 20 | $26.3B | 12.7% |
| Healthcare | 8 | $22.2B | 10.7% |
| Consumer Cyclical | 4 | $17.2B | 8.3% |
| Consumer Defensive | 7 | $15.9B | 7.7% |
| Industrials | 4 | $8.5B | 4.1% |
| Energy | 3 | $5.9B | 2.9% |
| Unknown | 4 | $5.4B | 2.6% |
| Utilities | 5 | $2.7B | 1.3% |
| Basic Materials | 1 | $249.0M | 0.1% |