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CIK: 0001929071
Total reported value
$223.8M
$223.8M
83 檔
34.1%
According to the latest 13F quarterly dataset, Finer Wealth Management, Inc. managed an equity portfolio of $223.8M at the end of Q4 2025, spanning 83 distinct U.S. exchange-listed positions.
Finer Wealth Management, Inc. executed strategic sector rebalancing during Q4 2025, establishing 4 new positions while fully exiting 7 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.07% | -0.10% | +1.10% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.59% | -0.63% | +9.58% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 7.57% | +0.06% | -1.91% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 7.08% | +0.67% | -5.54% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.58% | +0.40% | +0.24% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.01% | +0.03% | +1.71% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.42% | -0.56% | +1.21% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.37% | — | +1.83% | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 2.78% | +1.13% | -1.21% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 2.68% | -0.60% | +1.90% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 2.34% | +3.44% | +0.28% | |
| 12 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.32% | -0.13% | +3.98% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.84% | -0.13% | +4.78% | |
| 14 | CRM | Salesforce Inc | Stock-Tech | 1.71% | -0.41% | +5.15% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.67% | +0.49% | -1.77% | |
| 16 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.58% | -0.18% | +2.18% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.57% | -0.36% | +6.41% | |
| 18 | T | At&t Inc | Stock-Comm Services | 1.52% | -0.66% | -2.41% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.51% | +0.07% | +13.39% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.48% | -0.61% | +1.11% | |
| 21 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.42% | -0.32% | +16.71% | |
| 22 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.36% | -0.15% | +26.45% | |
| 23 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.34% | -0.40% | -2.66% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.32% | -0.39% | +5.90% | |
| 25 | MSTR | Strategy Inc | Stock-Tech | 1.17% | -0.77% | -28.32% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.14% | -0.47% | -0.55% | |
| 27 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.92% | -0.14% | -2.73% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.90% | -0.05% | -0.19% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 0.90% | -0.17% | +30.56% | |
| 30 | ASML | ASML Holding N.V. | Stock-Tech | 0.88% | +0.39% | — | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.82% | -0.11% | +7.38% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.82% | -0.18% | — | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.11% | -5.69% | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.69% | -0.08% | +129.69% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | -0.02% | +9.40% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | +0.22% | +1.95% | |
| 37 | MO | Altria Group Inc | Stock-Consumer Staples | 0.58% | +0.08% | — | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.56% | -0.21% | -35.81% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.50% | +0.03% | +0.11% | |
| 40 | ETHE | Grayscale Ethereum Staking E | ETF-Other | 0.45% | -0.11% | +40.10% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | +0.01% | +4.89% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.44% | -0.01% | -4.97% | |
| 43 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.43% | -0.02% | -0.33% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.04% | -1.67% | |
| 45 | XEL | Xcel Energy Inc | Stock-Utilities | 0.39% | -0.05% | — | |
| 46 | MU | Micron Technology Inc | Stock-Tech | 0.38% | +0.53% | — | |
| 47 | SLV | Ishares Silver Trust | ETF-Commodities | 0.34% | -0.12% | — | |
| 48 | CMS | Cms Energy CORP | Stock-Utilities | 0.30% | -0.04% | — | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.30% | +0.10% | +82.52% | |
| 50 | INTC | Intel CORP | Stock-Tech | 0.30% | +0.56% | +7.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.6% | -5.54% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +1.1% | +0.24% | Add |
| 3 | AMD | Advanced Micro Devices | +0.5% | +0.28% | Add |
| 4 | MRK | Merck & Co. Inc. | +0.5% | +3.98% | Add |
| 5 | AAPL | Apple Inc | +0.4% | +1.10% | Add |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.4% | +129.69% | Add |
| 7 | CAT | Caterpillar Inc | +0.4% | -1.21% | Trim |
| 8 | GLD | Spdr Gold Shares | +0.3% | +30.56% | Add |
| 9 | CRM | Salesforce Inc | +0.2% | +5.15% | Add |
| 10 | AMZN | Amazon.com Inc | +0.2% | +1.71% | Add |
| 11 | WMT | Walmart Inc | +0.2% | +1.90% | Add |
| 12 | TSLA | Tesla Inc | +0.2% | +13.39% | Add |
| 13 | IBB | Ishares Biotechnology ETF | +0.2% | +7.38% | Add |
| 14 | MU | Micron Technology Inc | +0.2% | — | Unchanged |
| 15 | ABBV | Abbvie Inc | +0.1% | +125.93% | Add |
| 16 | PLTR | Palantir Technologies Inc-a | +0.1% | +16.71% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -5.69% | Trim |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | +82.52% | Add |
| 19 | XOM | Exxon Mobil CORP | +0.1% | +1.11% | Add |
| 20 | PEP | Pepsico Inc | +0.1% | +5.90% | Add |
| 21 | AVGO | Broadcom Inc | +0.1% | +9.40% | Add |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.77% | Trim |
| 23 | MCD | Mcdonald's CORP | +0.1% | +6.41% | Add |
| 24 | SCHW | Schwab (charles) CORP | +0.1% | +2.18% | Add |
| 25 | ASML | ASML Holding N.V. | +0.1% | — | Unchanged |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +1.83% | Add |
| 27 | MSFT | Microsoft CORP | -0.1% | +9.58% | Add |
| 28 | MO | Altria Group Inc | -0.1% | — | Unchanged |
| 29 | SCHA | Schwab US Small-cap ETF | -0.1% | -30.37% | Trim |
| 30 | VZ | Verizon Communications Inc | -0.2% | -2.66% | Trim |
| 31 | KHC | Kraft Heinz Co/the | -0.2% | -41.70% | Trim |
| 32 | TXN | Texas Instruments Inc | -0.2% | -42.77% | Trim |
| 33 | T | At&t Inc | -0.3% | -2.41% | Trim |
| 34 | LMT | Lockheed Martin CORP | -0.4% | -35.81% | Trim |
| 35 | GBTC | Grayscale Bitcoin Trust ETF | -0.4% | -2.73% | Trim |
| 36 | NVDA | Nvidia CORP | -0.4% | -1.91% | Trim |
| 37 | META | Meta Platforms Inc-class A | -0.6% | +1.21% | Add |
| 38 | ET | Energy Transfer LP | -1.3% | -83.92% | Trim |
| 39 | MSTR | Strategy Inc | -2.4% | -28.32% | Trim |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 41 | SUN | Sunoco LP | — | EXIT | Sold out |
| 42 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 43 | KMB | Kimberly-clark CORP | — | EXIT | Sold out |
| 44 | EPD | Enterprise Products Partners | — | EXIT | Sold out |
| 45 | HBR | Canary Hbar ETF | — | NEW | New buy |
| 46 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 47 | ETH | Grayscale Ethereum Staking M | — | EXIT | Sold out |
| 48 | ✓ | Tidal Tr Ii | — | EXIT | Sold out |
| 49 | DEFT | Defi Technologies Inc | — | EXIT | Sold out |
| 50 | USO | United States Oil Fund LP | — | 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 83 disclosed positions in Q4 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, MSFT, NVDA) accounted for 34.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
SHY
市值: $1.7M
Top Position Liquidated / Trimmed
SUN
前期市值: $1.5M
During Q4 2025, Finer Wealth Management, Inc.'s top holdings by market value included AAPL (9.1%)、MSFT (7.6%)、NVDA (7.6%). The largest single position, AAPL, represented 9.1% of total portfolio value.
In Q4 2025, Finer Wealth Management, Inc. made 47 total portfolio adjustments, initiating 4 new buys, adding to 22 positions, trimming 14 holdings, and fully liquidating 7 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.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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