Latest Finer Wealth Management, Inc. Stock Portfolio

Finer Wealth Management, Inc. Performance:

2025 Q4: 1.75%YTD: 14.72%2024: 21.19%

Performance for 2025 Q4 is 1.75%, and YTD is 14.72%, and 2024 is 21.19%.

About Finer Wealth Management, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Finer Wealth Management, Inc. reported an equity portfolio of $206.7 Millions as of 31 Dec, 2025.

The top stock holdings of Finer Wealth Management, Inc. are AAPL, MSFT, NVDA. The fund has invested 9.1% of it's portfolio in APPLE INC and 7.6% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off SUNOCO LP/SUNOCO FIN CORP (SUN), KIMBERLY-CLARK CORP (KMB) and ENTERPRISE PRODS PARTNERS L (EPD) stocks. They significantly reduced their stock positions in ENERGY TRANSFER L P (ET), TEXAS INSTRS INC (TXN) and KRAFT HEINZ CO (KHC). Finer Wealth Management, Inc. opened new stock positions in ISHARES TR (IJR), ISHARES SILVER TR (SLV) and CANARY CAPITAL GROUP LLX. The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), ISHARES TR (IJR) and ABBVIE INC (ABBV).

Finer Wealth Management, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Finer Wealth Management, Inc. made a return of 1.75% in the last quarter. In trailing 12 months, it's portfolio return was 14.72%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	1,684,640
ishares silver tr	708,684
canary capital group llx	293,985
costco whsl corp new	268,253
united states antimony corp	81,113
procap finl inc	70,600

New stocks bought by Finer Wealth Management, Inc.

Additions

Ticker	% Inc.
netflix inc	1,028
ishares tr	129
abbvie inc	125
unitedhealth group inc	82.52
grayscale ethereum trust etf	40.1
spdr gold tr	30.56
ishares bitcoin trust etf	26.45
palantir technologies inc	16.71

Additions to existing portfolio by Finer Wealth Management, Inc.

Reductions

Ticker	% Reduced
energy transfer l p	-83.92
texas instrs inc	-42.77
kraft heinz co	-41.7
lockheed martin corp	-35.81
intuitive surgical inc	-32.66
schwab strategic tr	-30.37
strategy inc	-28.32
schwab strategic tr	-18.25

Finer Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
defi technologies inc	-215,220
sunoco lp/sunoco fin corp	-1,539,320
tidal trust ii	-232,664
enterprise prods partners l	-319,079
columbus circle cap corp. i	-101,200
grayscale ethereum mini tr e	-262,702
kimberly-clark corp	-389,806
united sts oil fd lp	-208,344

Finer Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Finer Wealth Management, Inc. has about 33.3% of it's holdings in Technology sector.

Sector	%
Technology	33.3
Communication Services	14.1
Others	11.4
Healthcare	10.7
Consumer Cyclical	8.3
Consumer Defensive	7.8
Financial Services	6
Industrials	4.1
Energy	2.9
Utilities	1.3

Market Cap. Distribution

Finer Wealth Management, Inc. has about 88.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	70.6
LARGE-CAP	17.9
UNALLOCATED	11.4

Stocks belong to which Index?

About 86.9% of the stocks held by Finer Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	85.7
Others	13.1
RUSSELL 2000	1.2

Top 5 Winners (%)		%
MU	micron technology inc	70.6 %
LLY	eli lilly & co	39.7 %
AMD	advanced micro devices inc	32.3 %
GOOG	alphabet inc	28.7 %
GOOG	alphabet inc	28.0 %

Top 5 Winners ($)		$
LLY	eli lilly & co	4.4 M
GOOG	alphabet inc	2.6 M
AMD	advanced micro devices inc	1.2 M
AAPL	apple inc	1.2 M
CAT	caterpillar inc	1.0 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.5 %
MSTR	strategy inc	-45.4 %
	grayscale ethereum trust etf	-25.8 %
	grayscale bitcoin trust etf	-23.5 %
	grayscale bitcoin mini tr et	-23.3 %

Top 5 Losers ($)		$
MSTR	strategy inc	-3.3 M
NFLX	netflix inc	-3.1 M
MSFT	microsoft corp	-1.1 M
META	meta platforms inc	-1.0 M
	ishares bitcoin trust etf	-0.8 M

Finer Wealth Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Finer Wealth Management, Inc.

Finer Wealth Management, Inc. has 82 stocks in it's portfolio. About 55.1% of the portfolio is in top 10 stocks. MSTR proved to be the most loss making stock for the portfolio. LLY was the most profitable stock for Finer Wealth Management, Inc. last quarter.

Last Reported on: 21 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	9.07	68,954	18,745,900	added	1.1

AAXJ	ishares tr	0.11	7,079	219,152	reduced	-17.88

ABBV	abbvie inc	0.26	2,309	527,583	added	125

AMD	advanced micro devices inc	2.35	22,632	4,846,830	added	0.28

AMZN	amazon com inc	5.01	44,853	10,353,000	added	1.71

APD	air prods & chems inc	0.12	1,010	249,521	reduced	-2.42

AVGO	broadcom inc	0.68	4,073	1,409,820	added	9.4

BAC	bank america corp	0.44	16,353	899,388	reduced	-4.97

BMY	bristol-myers squibb co	0.14	5,410	291,839	reduced	-15.53

CAT	caterpillar inc	2.78	10,039	5,751,210	reduced	-1.21

CMS	cms energy corp	0.30	9,000	629,370	unchanged	0.00

CNP	centerpoint energy inc	0.20	11,049	423,630	unchanged	0.00

COST	costco whsl corp new	0.13	311	268,253	new

CRM	salesforce inc	1.71	13,371	3,542,180	added	5.15

CSCO	cisco sys inc	0.61	16,334	1,258,210	added	1.95

CVX	chevron corp new	1.14	15,515	2,364,680	reduced	-0.55

DE	deere & co	0.28	1,221	568,559	reduced	-1.93

DIS	disney walt co	0.16	2,833	322,310	reduced	-0.21

EPD	enterprise prods partners l	0.00	0.00	0.00	sold off	-100

ES	eversource energy	0.28	8,689	585,056	unchanged	0.00