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CIK: 0001929071
Total reported value
$223.8M
$223.8M
73 檔
26.9%
As reported in its official Q2 2024 Form 13F filing, Finer Wealth Management, Inc.'s tracked investment portfolio stood at $223.8M with 73 total positions.
During Q2 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 | 9.66% | +0.67% | -1.84% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.28% | -0.10% | +0.47% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 8.09% | -0.63% | +0.72% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 6.33% | +0.06% | +962.31% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.43% | +0.03% | -3.15% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.52% | -0.56% | +2.54% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.23% | +0.40% | -1.00% | |
| 8 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.43% | -0.13% | -4.56% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.64% | — | -4.87% | |
| 10 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.61% | -0.13% | -0.61% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 2.10% | +1.13% | -3.75% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 2.09% | -0.60% | -2.84% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.98% | -0.41% | -2.02% | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.94% | -0.61% | -1.86% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.79% | +3.44% | +8.43% | |
| 16 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.66% | -0.39% | +0.87% | |
| 17 | CVX | Chevron CORP | Stock-Energy | 1.59% | -0.47% | +1.76% | |
| 18 | INTC | Intel CORP | Stock-Tech | 1.53% | +0.56% | +2.96% | |
| 19 | ET | Energy Transfer LP | Stock-Energy | 1.47% | -0.08% | -8.61% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.44% | -0.40% | -2.40% | |
| 21 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.30% | -0.36% | -1.39% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.29% | +0.49% | +0.97% | |
| 23 | T | At&t Inc | Stock-Comm Services | 1.21% | -0.66% | -22.97% | |
| 24 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.12% | -0.18% | +6.47% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.11% | -0.05% | +167.55% | |
| 26 | SUN | Sunoco LP | Stock-Other | 0.99% | — | +5.79% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.92% | — | -5.33% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.92% | -0.01% | -25.44% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 0.80% | -0.03% | -26.51% | |
| 30 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.80% | — | -11.92% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.75% | -0.21% | +7.97% | |
| 32 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.74% | -0.02% | -33.81% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.66% | +0.11% | +0.31% | |
| 34 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.65% | -0.14% | -0.27% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.04% | -24.52% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.61% | -0.17% | -6.54% | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.58% | +0.01% | +9.08% | |
| 38 | PFF | Ishares Preferred & Income S | ETF-Other | 0.57% | — | -27.37% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.53% | +0.01% | +0.54% | |
| 40 | DE | Deere & Co | Stock-Industrials | 0.49% | -0.03% | -32.44% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | +0.07% | +0.14% | |
| 42 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.46% | -0.02% | -22.11% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.44% | -0.08% | — | |
| 44 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.43% | — | -5.63% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.43% | +0.22% | -22.93% | |
| 46 | RTX | Rtx CORP | Stock-Industrials | 0.41% | +0.03% | +0.98% | |
| 47 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.39% | -0.11% | +107.45% | |
| 48 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | -0.02% | — | |
| 49 | MO | Altria Group Inc | Stock-Consumer Staples | 0.37% | +0.08% | -18.28% | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.36% | -0.01% | +99.71% |
According to official SEC Form 13F filings, Finer Wealth Management, Inc. reported a total U.S. public equity portfolio value of $223.8M across 73 disclosed positions in Q2 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, AAPL, MSFT) accounted for 26.9% of total reported equity market value during Q2 2024.
During Q2 2024, Finer Wealth Management, Inc.'s top holdings by market value included LLY (9.7%)、AAPL (9.3%)、MSFT (8.1%). The largest single position, LLY, represented 9.7% of total portfolio value.
In Q2 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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