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CIK: 0001929071
Total reported value
$223.8M
$223.8M
86 檔
25.0%
According to the latest 13F quarterly dataset, Finer Wealth Management, Inc. managed an equity portfolio of $223.8M at the end of Q1 2025, spanning 86 distinct U.S. exchange-listed positions.
During Q1 2025, 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 | AAPL | Apple Inc | Stock-Tech | 8.98% | -0.10% | -1.72% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 7.42% | +0.67% | -3.31% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.67% | -0.63% | +0.59% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.53% | +0.06% | +6.16% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.96% | +0.03% | -1.75% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.69% | -0.56% | -0.93% | |
| 7 | MSTR | Strategy Inc | Stock-Tech | 3.96% | -0.77% | +2.07% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.38% | +0.40% | -0.30% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.05% | — | +1.70% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 2.54% | -0.60% | +0.20% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.48% | -0.13% | +1.30% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.28% | -0.13% | +0.65% | |
| 13 | CRM | Salesforce Inc | Stock-Tech | 1.97% | -0.41% | +1.43% | |
| 14 | ET | Energy Transfer LP | Stock-Energy | 1.96% | -0.08% | +1.81% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 1.91% | +1.13% | +2.66% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.83% | -0.61% | +3.41% | |
| 17 | T | At&t Inc | Stock-Comm Services | 1.79% | -0.66% | +4.17% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.72% | -0.36% | +3.41% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.61% | -0.47% | +4.26% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.49% | -0.40% | +4.55% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.47% | -0.39% | +3.60% | |
| 22 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.44% | -0.18% | +5.77% | |
| 23 | INTC | Intel CORP | Stock-Tech | 1.27% | +0.56% | -20.53% | |
| 24 | AMD | Advanced Micro Devices | Stock-Tech | 1.24% | +3.44% | +2.39% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.19% | +0.49% | -0.48% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.15% | -0.05% | -0.87% | |
| 27 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.13% | -0.14% | -5.08% | |
| 28 | SUN | Sunoco LP | Stock-Other | 1.12% | — | +3.40% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.90% | -0.21% | +5.85% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.76% | +0.07% | +32.59% | |
| 31 | MO | Altria Group Inc | Stock-Consumer Staples | 0.76% | +0.08% | — | |
| 32 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.75% | — | +4.08% | |
| 33 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.72% | -0.11% | +9.15% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.66% | — | -1.56% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.63% | -0.17% | -23.40% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.22% | — | |
| 37 | TXN | Texas Instruments Inc | Stock-Tech | 0.60% | +0.01% | -3.72% | |
| 38 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.55% | -0.01% | -9.45% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | -0.01% | -4.19% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.11% | -0.05% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.04% | -0.16% | |
| 42 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.48% | -0.02% | -17.69% | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.47% | -0.15% | +253.38% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.47% | +0.03% | -0.65% | |
| 45 | XEL | Xcel Energy Inc | Stock-Utilities | 0.46% | -0.05% | — | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.01% | -8.33% | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.41% | -0.03% | -4.59% | |
| 48 | CMS | Cms Energy CORP | Stock-Utilities | 0.40% | -0.04% | — | |
| 49 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.39% | -0.02% | -0.31% | |
| 50 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.39% | -0.02% | -3.21% |
According to official SEC Form 13F filings, Finer Wealth Management, Inc. reported a total U.S. public equity portfolio value of $223.8M across 86 disclosed positions in Q1 2025.
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 AAPL, LLY, MSFT) accounted for 25.0% of total reported equity market value during Q1 2025.
During Q1 2025, Finer Wealth Management, Inc.'s top holdings by market value included AAPL (9.0%)、LLY (7.4%)、MSFT (6.7%). The largest single position, AAPL, represented 9.0% of total portfolio value.
In Q1 2025, 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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