Latest Finer Wealth Management, Inc. Stock Portfolio
$152Million
Equity Portfolio Value
Last Reported on: 26 Apr, 2024
About Finer Wealth Management, Inc. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Finer Wealth Management, Inc. reported an equity portfolio of $152.3 Millions as of 31 Mar, 2024.
The top stock holdings of Finer Wealth Management, Inc. are LLY, MSFT, AAPL. The fund has invested 8.6% of it's portfolio in ELI LILLY & CO and 7.7% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off BOEING CO (BA), ISHARES TR (AGG) and AMERICAN ELEC PWR CO INC (AEP) stocks. They significantly reduced their stock positions in VISA INC (V), ENTERPRISE PRODS PARTNERS L (EPD) and DEERE & CO (DE). Finer Wealth Management, Inc. opened new stock positions in GRAYSCALE BITCOIN TR BTC, ISHARES TR (AGG) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), TEXAS INSTRS INC (TXN) and SCHWAB CHARLES CORP (SCHW).
The top stock holdings of Finer Wealth Management, Inc. are LLY, MSFT, AAPL. The fund has invested 8.6% of it's portfolio in ELI LILLY & CO and 7.7% of portfolio in MICROSOFT CORP.
The fund managers got completely rid off BOEING CO (BA), ISHARES TR (AGG) and AMERICAN ELEC PWR CO INC (AEP) stocks. They significantly reduced their stock positions in VISA INC (V), ENTERPRISE PRODS PARTNERS L (EPD) and DEERE & CO (DE). Finer Wealth Management, Inc. opened new stock positions in GRAYSCALE BITCOIN TR BTC, ISHARES TR (AGG) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to WALMART INC (WMT), TEXAS INSTRS INC (TXN) and SCHWAB CHARLES CORP (SCHW).
New Buys
| Ticker | $ Bought |
|---|---|
| GRAYSCALE BITCOIN TR BTC | 1,201,560 |
| ISHARES TR | 294,749 |
| SCHWAB STRATEGIC TR | 290,368 |
| SOUTHERN CO | 201,446 |
New stocks bought by Finer Wealth Management, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| WALMART INC | 218 |
| TEXAS INSTRS INC | 75.84 |
| SCHWAB CHARLES CORP | 54.92 |
| LOCKHEED MARTIN CORP | 45.47 |
| ENERGY TRANSFER L P | 34.27 |
| TAIWAN SEMICONDUCTOR MFG LTD | 20.94 |
| ADVANCED MICRO DEVICES INC | 19.32 |
| SUNOCO LP/SUNOCO FIN CORP | 14.93 |
Additions to existing portfolio by Finer Wealth Management, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| VISA INC | -29.53 |
| ENTERPRISE PRODS PARTNERS L | -29.06 |
| DEERE & CO | -26.3 |
| BANK AMERICA CORP | -24.49 |
| WELLS FARGO CO NEW | -22.32 |
| AIR PRODS & CHEMS INC | -21.39 |
| JOHNSON & JOHNSON | -21.24 |
| PFIZER INC | -19.33 |
Finer Wealth Management, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| WALGREENS BOOTS ALLIANCE INC | -221,622 |
| BROOKFIELD INFRAST PARTNERS | -202,386 |
| ISHARES TR | -259,575 |
| AMERICAN ELEC PWR CO INC | -224,330 |
| ISHARES TR | -230,726 |
| BOEING CO | -352,673 |
Finer Wealth Management, Inc. got rid off the above stocks
Current Stock Holdings of Finer Wealth Management, Inc.
Last Reported on: 26 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.66 | 67,999 | 11,660,500 | ADDED | 2.02 | |
| AAXJ | ISHARES TR | 0.81 | 38,446 | 1,239,120 | REDUCED | -17.42 | |
| AEP | AMERICAN ELEC PWR CO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.29 | 853 | 448,448 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.19 | 2,148 | 294,749 | NEW | ||
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AGG | ISHARES TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMD | ADVANCED MICRO DEVICES INC | 1.88 | 15,817 | 2,854,780 | ADDED | 19.32 | |
| AMZN | AMAZON COM INC | 5.33 | 44,962 | 8,110,170 | ADDED | 6.3 | |
| APD | AIR PRODS & CHEMS INC | 0.56 | 3,518 | 852,243 | REDUCED | -21.39 | |
| AVGO | BROADCOM INC | 0.32 | 368 | 487,751 | UNCHANGED | 0.00 | |
| BA | BOEING CO | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BAC | BANK AMERICA CORP | 1.19 | 47,876 | 1,815,440 | REDUCED | -24.49 | |
| BEN | FRANKLIN RESOURCES INC | 0.19 | 10,106 | 284,080 | UNCHANGED | 0.00 | |
| BIP | BROOKFIELD INFRAST PARTNERS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BMY | BRISTOL-MYERS SQUIBB CO | 1.49 | 41,795 | 2,266,550 | REDUCED | -11.93 | |
| BTI | BRITISH AMERN TOB PLC | 0.18 | 9,072 | 276,696 | UNCHANGED | 0.00 | |
| CAT | CATERPILLAR INC | 2.45 | 10,170 | 3,726,440 | ADDED | 4.04 | |
| CMS | CMS ENERGY CORP | 0.40 | 10,139 | 611,787 | UNCHANGED | 0.00 | |
| CNP | CENTERPOINT ENERGY INC | 0.28 | 15,049 | 428,746 | UNCHANGED | 0.00 | |
| CRM | SALESFORCE INC | 2.41 | 12,193 | 3,672,290 | ADDED | 6.84 | |
| CSCO | CISCO SYS INC | 0.59 | 18,041 | 900,426 | REDUCED | -0.69 | |
| CVX | CHEVRON CORP NEW | 1.61 | 15,530 | 2,449,680 | REDUCED | -0.86 | |
| DE | DEERE & CO | 0.81 | 3,021 | 1,241,040 | REDUCED | -26.3 | |
| DIS | DISNEY WALT CO | 0.43 | 5,317 | 650,622 | REDUCED | -16.45 | |
| DOW | DOW INC | 0.13 | 3,496 | 202,528 | REDUCED | -10.68 | |
| EBC | EASTERN BANKSHARES INC | 0.25 | 27,971 | 385,434 | REDUCED | -11.92 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 0.30 | 15,461 | 451,155 | REDUCED | -29.06 | |
| ES | EVERSOURCE ENERGY | 0.41 | 10,330 | 617,424 | UNCHANGED | 0.00 | |
| ET | ENERGY TRANSFER L P | 1.59 | 153,726 | 2,418,100 | ADDED | 34.27 | |
| F | FORD MTR CO DEL | 0.26 | 29,290 | 388,971 | REDUCED | -0.61 | |
| FNDA | SCHWAB STRATEGIC TR | 0.24 | 3,957 | 366,893 | REDUCED | -8.85 | |
| FNDA | SCHWAB STRATEGIC TR | 0.23 | 4,346 | 350,418 | REDUCED | -8.14 | |
| FNDA | SCHWAB STRATEGIC TR | 0.19 | 5,897 | 290,368 | NEW | ||
| GLD | SPDR GOLD TR | 0.64 | 4,724 | 971,821 | REDUCED | -10.38 | |
| GOOG | ALPHABET INC | 3.60 | 36,365 | 5,488,610 | ADDED | 3.99 | |
| GOOG | ALPHABET INC | 0.56 | 5,552 | 845,306 | ADDED | 2.93 | |
| GS | GOLDMAN SACHS GROUP INC | 0.47 | 1,708 | 713,470 | REDUCED | -17.45 | |
| HD | HOME DEPOT INC | 0.41 | 1,620 | 621,391 | ADDED | 2.08 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.32 | 2,529 | 482,979 | ADDED | 0.2 | |
| INTC | INTEL CORP | 2.15 | 74,210 | 3,277,860 | ADDED | 5.61 | |
| ISRG | INTUITIVE SURGICAL INC | 0.22 | 837 | 334,038 | UNCHANGED | 0.00 | |
| JNJ | JOHNSON & JOHNSON | 0.92 | 8,805 | 1,392,910 | REDUCED | -21.24 | |
| JPM | JPMORGAN CHASE & CO | 2.80 | 21,252 | 4,256,800 | ADDED | 10.29 | |
| KHC | KRAFT HEINZ CO | 1.06 | 43,688 | 1,612,080 | ADDED | 5.81 | |
| KMB | KIMBERLY-CLARK CORP | 0.44 | 5,116 | 661,811 | REDUCED | -17.36 | |
| KO | COCA COLA CO | 0.41 | 10,101 | 617,962 | UNCHANGED | 0.00 | |
| LLY | ELI LILLY & CO | 8.61 | 16,845 | 13,104,700 | REDUCED | -4.53 | |
| LMT | LOCKHEED MARTIN CORP | 0.69 | 2,310 | 1,050,690 | ADDED | 45.47 | |
| MCD | MCDONALDS CORP | 1.48 | 8,003 | 2,256,540 | ADDED | 9.81 | |
| META | META PLATFORMS INC | 4.32 | 13,558 | 6,583,480 | ADDED | 3.33 | |
| MO | ALTRIA GROUP INC | 0.44 | 15,545 | 678,073 | REDUCED | -0.43 | |
| MRK | MERCK & CO INC | 3.90 | 45,042 | 5,943,340 | ADDED | 1.79 | |
| MSFT | MICROSOFT CORP | 7.70 | 27,866 | 11,723,900 | ADDED | 1.43 | |
| MU | MICRON TECHNOLOGY INC | 0.21 | 2,762 | 325,655 | REDUCED | -17.77 | |
| NFLX | NETFLIX INC | 0.19 | 483 | 293,601 | REDUCED | -5.66 | |
| NVDA | NVIDIA CORPORATION | 4.44 | 7,479 | 6,757,360 | ADDED | 8.27 | |
| PEP | PEPSICO INC | 1.78 | 15,463 | 2,706,110 | ADDED | 4.32 | |
| PFE | PFIZER INC | 1.10 | 60,486 | 1,678,480 | REDUCED | -19.33 | |
| PG | PROCTER AND GAMBLE CO | 2.63 | 24,670 | 4,002,650 | ADDED | 4.59 | |
| PM | PHILIP MORRIS INTL INC | 0.14 | 2,243 | 205,504 | UNCHANGED | 0.00 | |
| RTX | RTX CORPORATION | 0.40 | 6,315 | 615,939 | REDUCED | -7.7 | |
| SCHW | SCHWAB CHARLES CORP | 1.05 | 22,084 | 1,597,520 | ADDED | 54.92 | |
| SO | SOUTHERN CO | 0.13 | 2,808 | 201,446 | NEW | ||
| SPY | SPDR S&P 500 ETF TR | 0.51 | 1,491 | 779,897 | ADDED | 0.74 | |
| SUN | SUNOCO LP/SUNOCO FIN CORP | 1.01 | 25,601 | 1,543,490 | ADDED | 14.93 | |
| SXC | SUNCOKE ENERGY INC | 0.16 | 22,298 | 251,298 | UNCHANGED | 0.00 | |
| T | AT&T INC | 1.47 | 126,908 | 2,233,580 | REDUCED | -1.31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 1.04 | 2,721 | 1,581,740 | REDUCED | -8.29 | |
| TSLA | TESLA INC | 0.42 | 3,677 | 646,291 | ADDED | 0.66 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1.02 | 11,401 | 1,551,110 | ADDED | 20.94 | |
| TXN | TEXAS INSTRS INC | 0.49 | 4,264 | 742,883 | ADDED | 75.84 | |
| UDR | UDR INC | 0.20 | 8,064 | 301,674 | UNCHANGED | 0.00 | |
| USO | UNITED STS OIL FD LP | 0.26 | 4,924 | 387,667 | REDUCED | -13.33 | |
| V | VISA INC | 0.43 | 2,363 | 659,584 | REDUCED | -29.53 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 0.25 | 2,083 | 380,377 | UNCHANGED | 0.00 | |
| VZ | VERIZON COMMUNICATIONS INC | 1.53 | 55,407 | 2,324,860 | ADDED | 1.22 | |
| WBA | WALGREENS BOOTS ALLIANCE INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| WFC | WELLS FARGO CO NEW | 0.14 | 3,581 | 207,555 | REDUCED | -22.32 | |
| WMT | WALMART INC | 1.95 | 49,317 | 2,967,410 | ADDED | 218 | |
| XEL | XCEL ENERGY INC | 0.45 | 12,750 | 685,313 | UNCHANGED | 0.00 | |
| XOM | EXXON MOBIL CORP | 2.03 | 26,564 | 3,087,810 | REDUCED | -0.58 | |
| GRAYSCALE BITCOIN TR BTC | 0.79 | 19,021 | 1,201,560 | NEW |