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CIK: 0001929071
Total reported value
$223.8M
$223.8M
86 檔
31.1%
As reported in its official Q3 2025 Form 13F filing, Finer Wealth Management, Inc.'s tracked investment portfolio stood at $223.8M with 86 total positions.
Finer Wealth Management, Inc. executed strategic sector rebalancing during Q3 2025, establishing 6 new positions while fully exiting 6 holdings and trimming 15 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.65% | -0.10% | +1.07% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.95% | +0.06% | -0.34% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.64% | -0.63% | +0.27% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 5.48% | +0.67% | -1.06% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.00% | -0.56% | -0.15% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.83% | +0.03% | +0.28% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.45% | +0.40% | -0.29% | |
| 8 | MSTR | Strategy Inc | Stock-Tech | 3.57% | -0.77% | — | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.33% | — | +0.31% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 2.50% | -0.60% | -0.30% | |
| 11 | CAT | Caterpillar Inc | Stock-Industrials | 2.42% | +1.13% | +1.21% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.94% | -0.13% | +1.61% | |
| 13 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.83% | -0.13% | +2.51% | |
| 14 | T | At&t Inc | Stock-Comm Services | 1.82% | -0.66% | -2.25% | |
| 15 | AMD | Advanced Micro Devices | Stock-Tech | 1.82% | +3.44% | +3.25% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.61% | +0.49% | -1.29% | |
| 17 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.53% | -0.40% | -2.09% | |
| 18 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.52% | -0.18% | +0.20% | |
| 19 | ET | Energy Transfer LP | Stock-Energy | 1.51% | -0.08% | -4.07% | |
| 20 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.51% | -0.36% | +3.82% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 1.50% | -0.41% | +2.56% | |
| 22 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.45% | -0.15% | +12.49% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.41% | -0.61% | -1.28% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.36% | +0.07% | +11.26% | |
| 25 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.29% | -0.32% | +27.04% | |
| 26 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 1.28% | -0.14% | — | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.25% | -0.39% | +2.66% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.21% | -0.47% | -1.13% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.92% | -0.21% | -1.81% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.88% | -0.05% | — | |
| 31 | ASML | ASML Holding N.V. | Stock-Tech | 0.82% | +0.39% | — | |
| 32 | SUN | Sunoco LP | Stock-Other | 0.77% | — | -6.56% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.11% | -0.32% | |
| 34 | MO | Altria Group Inc | Stock-Consumer Staples | 0.68% | +0.08% | -3.09% | |
| 35 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.67% | -0.11% | +2.68% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.64% | -0.17% | +3.40% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | -0.02% | +0.03% | |
| 38 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | +0.22% | — | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.47% | +0.03% | -2.21% | |
| 40 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.47% | -0.11% | +12.77% | |
| 41 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.45% | — | -15.05% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.44% | -0.01% | -10.87% | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.44% | +0.01% | -9.28% | |
| 44 | XEL | Xcel Energy Inc | Stock-Utilities | 0.44% | -0.05% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | +0.01% | -1.71% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.42% | -0.01% | -14.98% | |
| 47 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.41% | -0.02% | -1.66% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.04% | -8.17% | |
| 49 | CMS | Cms Energy CORP | Stock-Utilities | 0.33% | -0.04% | — | |
| 50 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.32% | +0.01% | -0.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.4% | -0.34% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +1.1% | -0.29% | Add |
| 3 | IBIT | Ishares Bitcoin Trust ETF | +1% | +12.49% | Add |
| 4 | MSFT | Microsoft CORP | +1% | +0.27% | Trim |
| 5 | PLTR | Palantir Technologies Inc-a | +0.9% | +27.04% | Add |
| 6 | TSLA | Tesla Inc | +0.6% | +11.26% | Add |
| 7 | AMD | Advanced Micro Devices | +0.6% | +3.25% | Add |
| 8 | CAT | Caterpillar Inc | +0.5% | +1.21% | Add |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -1.29% | Trim |
| 10 | META | Meta Platforms Inc-class A | +0.3% | -0.15% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.3% | +0.31% | Add |
| 12 | ETHE | Grayscale Ethereum Staking E | +0.3% | +12.77% | Add |
| 13 | AVGO | Broadcom Inc | +0.2% | +0.03% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | -0.32% | Add |
| 15 | GBTC | Grayscale Bitcoin Trust ETF | +0.2% | — | Trim |
| 16 | MU | Micron Technology Inc | +0.1% | — | Unchanged |
| 17 | SCHW | Schwab (charles) CORP | +0.1% | +0.20% | Add |
| 18 | VZ | Verizon Communications Inc | 0% | -2.09% | Add |
| 19 | T | At&t Inc | 0% | -2.25% | Add |
| 20 | LMT | Lockheed Martin CORP | 0% | -1.81% | Add |
| 21 | BTI | British American Tob-sp Adr | 0% | -1.66% | Trim |
| 22 | GLD | Spdr Gold Shares | 0% | +3.40% | Trim |
| 23 | WMT | Walmart Inc | 0% | -0.30% | Add |
| 24 | AMZN | Amazon.com Inc | -0.1% | +0.28% | Add |
| 25 | KMB | Kimberly-clark CORP | -0.2% | -28.46% | Trim |
| 26 | APD | Air Products & Chemicals Inc | -0.3% | -28.13% | Trim |
| 27 | KHC | Kraft Heinz Co/the | -0.3% | -15.05% | Trim |
| 28 | AAPL | Apple Inc | -0.3% | +1.07% | Add |
| 29 | BMY | Bristol-myers Squibb Co | -0.3% | -41.76% | Trim |
| 30 | SUN | Sunoco LP | -0.4% | -6.56% | Trim |
| 31 | MSTR | Strategy Inc | -0.4% | — | Trim |
| 32 | CVX | Chevron CORP | -0.4% | -1.13% | Trim |
| 33 | XOM | Exxon Mobil CORP | -0.4% | -1.28% | Trim |
| 34 | ET | Energy Transfer LP | -0.5% | -4.07% | Add |
| 35 | CRM | Salesforce Inc | -0.5% | +2.56% | Add |
| 36 | PG | Procter & Gamble Co/the | -0.5% | +1.61% | Add |
| 37 | INTC | Intel CORP | -1% | -13.10% | Trim |
| 38 | LLY | Eli Lilly & Co | -1.9% | -1.06% | Trim |
| 39 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 40 | TMO | Thermo Fisher Scientific Inc | — | EXIT | Sold out |
| 41 | EBC | Eastern Bankshares Inc | — | EXIT | Sold out |
| 42 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 43 | RCL | Royal Caribbean Cruises Ltd. | — | EXIT | Sold out |
| 44 | ETH | Grayscale Ethereum Staking M | — | NEW | New buy |
| 45 | ✓ | Tidal Tr Ii | — | NEW | New buy |
| 46 | DEFT | Defi Technologies Inc | — | NEW | New buy |
| 47 | NBIS | Nebius Group N.V. | — | EXIT | Sold out |
| 48 | SXC | Suncoke Energy Inc | — | EXIT | Sold out |
| 49 | PM | Philip Morris International | — | NEW | New buy |
| 50 | F | Ford Motor Co | — | EXIT | Sold out |
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 Q3 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, NVDA, MSFT) accounted for 31.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
ASML
市值: $1.6M
Top Position Liquidated / Trimmed
TMO
前期市值: $1.1M
During Q3 2025, Finer Wealth Management, Inc.'s top holdings by market value included AAPL (8.7%)、NVDA (8.0%)、MSFT (7.6%). The largest single position, AAPL, represented 8.7% of total portfolio value.
In Q3 2025, Finer Wealth Management, Inc. made 49 total portfolio adjustments, initiating 6 new buys, adding to 22 positions, trimming 15 holdings, and fully liquidating 6 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
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