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CIK: 0001929071
Total reported value
$223.8M
$223.8M
86 檔
28.4%
The Q2 2025 SEC filing reveals that Finer Wealth Management, Inc. held a total portfolio value of $223.8M, covering 86 public equity positions.
During Q2 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 | MSFT | Microsoft CORP | Stock-Tech | 7.85% | -0.63% | -0.43% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.40% | -0.10% | -0.04% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 7.24% | +0.06% | +0.69% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 6.07% | +0.67% | -2.89% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.40% | -0.56% | +0.82% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.16% | +0.03% | +1.06% | |
| 7 | MSTR | Strategy Inc | Stock-Tech | 4.81% | -0.77% | -2.97% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.47% | +0.40% | +0.97% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.28% | — | +1.72% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 2.56% | -0.60% | +1.40% | |
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.12% | -0.13% | +2.79% | |
| 12 | CAT | Caterpillar Inc | Stock-Industrials | 2.08% | +1.13% | +3.73% | |
| 13 | T | At&t Inc | Stock-Comm Services | 2.05% | -0.66% | +25.56% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.81% | -0.13% | +1.02% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.81% | -0.41% | +1.30% | |
| 16 | ET | Energy Transfer LP | Stock-Energy | 1.79% | -0.08% | +4.92% | |
| 17 | AMD | Advanced Micro Devices | Stock-Tech | 1.66% | +3.44% | +8.86% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.65% | -0.40% | +30.47% | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.56% | -0.18% | +3.92% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.50% | -0.36% | +4.74% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.47% | -0.61% | -0.79% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.42% | +0.49% | -1.87% | |
| 23 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.30% | -0.14% | -1.25% | |
| 24 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.30% | -0.15% | +136.18% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.23% | -0.39% | +6.94% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.21% | -0.47% | -2.05% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.01% | -0.05% | -0.26% | |
| 28 | SUN | Sunoco LP | Stock-Other | 0.94% | — | +2.68% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.93% | +0.07% | +12.41% | |
| 30 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.93% | -0.21% | +12.43% | |
| 31 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.81% | -0.32% | +48.31% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 0.73% | +0.39% | — | |
| 33 | MO | Altria Group Inc | Stock-Consumer Staples | 0.67% | +0.08% | +1.70% | |
| 34 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.62% | -0.11% | -2.41% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.22% | -2.19% | |
| 36 | TXN | Texas Instruments Inc | Stock-Tech | 0.59% | +0.01% | -5.27% | |
| 37 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.57% | — | -0.29% | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.57% | -0.17% | -4.62% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.55% | -0.02% | +1.89% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.54% | +0.11% | +2.34% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.49% | -0.01% | -8.40% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.48% | -0.01% | -10.30% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.45% | +0.03% | -2.34% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.01% | +0.16% | |
| 45 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.40% | -0.02% | — | |
| 46 | XEL | Xcel Energy Inc | Stock-Utilities | 0.40% | -0.05% | — | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.04% | -7.51% | |
| 48 | DE | Deere & Co | Stock-Industrials | 0.36% | -0.03% | -9.62% | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.34% | -0.08% | -2.01% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.33% | -0.09% | — |
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 Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, NVDA) accounted for 28.4% of total reported equity market value during Q2 2025.
During Q2 2025, Finer Wealth Management, Inc.'s top holdings by market value included MSFT (7.8%)、AAPL (7.4%)、NVDA (7.2%). The largest single position, MSFT, represented 7.8% of total portfolio value.
In Q2 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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