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CIK: 0001929071
Total reported value
$223.8M
$223.8M
77 檔
23.0%
In Q1 2024, Finer Wealth Management, Inc.'s U.S. equity holdings reached a combined market value of $223.8M, distributed across 77 disclosed stock positions.
During Q1 2024, Finer Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 8.61% | +0.67% | -4.53% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.70% | -0.63% | +1.43% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.66% | -0.10% | +2.02% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.33% | +0.03% | +6.30% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.44% | +0.06% | +8.27% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.32% | -0.56% | +3.33% | |
| 7 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.90% | -0.13% | +1.79% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.60% | +0.40% | +3.99% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.80% | — | +10.29% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.63% | -0.13% | +4.59% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 2.45% | +1.13% | +4.04% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 2.41% | -0.41% | +6.84% | |
| 13 | INTC | Intel CORP | Stock-Tech | 2.15% | +0.56% | +5.61% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 2.03% | -0.61% | -0.58% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.95% | -0.60% | +218.85% | |
| 16 | AMD | Advanced Micro Devices | Stock-Tech | 1.87% | +3.44% | +19.32% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.78% | -0.39% | +4.32% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.61% | -0.47% | -0.86% | |
| 19 | ET | Energy Transfer LP | Stock-Energy | 1.59% | -0.08% | +34.27% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.53% | -0.40% | +1.22% | |
| 21 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.49% | -0.02% | -11.93% | |
| 22 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.48% | -0.36% | +9.81% | |
| 23 | T | At&t Inc | Stock-Comm Services | 1.47% | -0.66% | -1.31% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 1.19% | -0.01% | -24.49% | |
| 25 | PFE | Pfizer Inc | Stock-Healthcare | 1.10% | -0.03% | -19.33% | |
| 26 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.06% | — | +5.81% | |
| 27 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.05% | -0.18% | +54.92% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.04% | — | -8.29% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.02% | +0.49% | +20.94% | |
| 30 | SUN | Sunoco LP | Stock-Other | 1.01% | — | +14.93% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | -0.04% | -21.24% | |
| 32 | DE | Deere & Co | Stock-Industrials | 0.81% | -0.03% | -26.30% | |
| 33 | PFF | Ishares Preferred & Income S | ETF-Other | 0.81% | — | -17.42% | |
| 34 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.79% | -0.14% | — | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.69% | -0.21% | +45.47% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.64% | -0.17% | -10.38% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.22% | -0.69% | |
| 38 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.56% | -0.02% | -21.39% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | +0.11% | +2.93% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | +0.01% | +0.74% | |
| 41 | TXN | Texas Instruments Inc | Stock-Tech | 0.49% | +0.01% | +75.84% | |
| 42 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.47% | +0.01% | -17.45% | |
| 43 | XEL | Xcel Energy Inc | Stock-Utilities | 0.45% | -0.05% | — | |
| 44 | MO | Altria Group Inc | Stock-Consumer Staples | 0.45% | +0.08% | -0.43% | |
| 45 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.43% | — | -17.36% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | -0.01% | -29.53% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.43% | -0.03% | -16.45% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | +0.07% | +0.66% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.01% | +2.08% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.41% | -0.05% | — |
According to official SEC Form 13F filings, Finer Wealth Management, Inc. reported a total U.S. public equity portfolio value of $223.8M across 77 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LLY, MSFT, AAPL) accounted for 23.0% of total reported equity market value during Q1 2024.
During Q1 2024, Finer Wealth Management, Inc.'s top holdings by market value included LLY (8.6%)、MSFT (7.7%)、AAPL (7.7%). The largest single position, LLY, represented 8.6% of total portfolio value.
In Q1 2024, Finer Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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