Latest Finer Wealth Management, Inc. Stock Portfolio
Finer Wealth Management, Inc. Performance:
2025 Q1: -4.08%YTD: -4.08%2024: 18.96%
Performance for 2025 Q1 is -4.08%, and YTD is -4.08%, and 2024 is 18.96%.
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 $166.9 Millions as of 31 Mar, 2025.
The top stock holdings of Finer Wealth Management, Inc. are AAPL, LLY, MSFT. The fund has invested 9% of it's portfolio in APPLE INC and 7.4% of portfolio in ELI LILLY & CO.
They significantly reduced their stock positions in FORD MTR CO (F), PFIZER INC (PFE) and UNITED STS OIL FD LP (USO). Finer Wealth Management, Inc. opened new stock positions in PALANTIR TECHNOLOGIES INC (PLTR), ABBVIE INC (ABBV) and NEBIUS GROUP N.V. (YNDX). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES BITCOIN TRUST ETF, TESLA INC (TSLA) and ISHARES TR (IJR).
The top stock holdings of Finer Wealth Management, Inc. are AAPL, LLY, MSFT. The fund has invested 9% of it's portfolio in APPLE INC and 7.4% of portfolio in ELI LILLY & CO.
They significantly reduced their stock positions in FORD MTR CO (F), PFIZER INC (PFE) and UNITED STS OIL FD LP (USO). Finer Wealth Management, Inc. opened new stock positions in PALANTIR TECHNOLOGIES INC (PLTR), ABBVIE INC (ABBV) and NEBIUS GROUP N.V. (YNDX). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES BITCOIN TRUST ETF, TESLA INC (TSLA) and ISHARES TR (IJR).
Finer Wealth Management, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Finer Wealth Management, Inc. made a return of -4.08% in the last quarter. In trailing 12 months, it's portfolio return was 2.48%.
New Buys
| Ticker | $ Bought |
|---|---|
| palantir technologies inc | 633,338 |
| abbvie inc | 214,129 |
| nebius group n.v. | 211,100 |
| bitfarms ltd | 9,931 |
New stocks bought by Finer Wealth Management, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| ishares bitcoin trust etf | 253 |
| tesla inc | 32.59 |
| ishares tr | 9.15 |
| nvidia corporation | 6.16 |
| lockheed martin corp | 5.85 |
| schwab charles corp | 5.77 |
| verizon communications inc | 4.55 |
| chevron corp new | 4.26 |
Additions to existing portfolio by Finer Wealth Management, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| ford mtr co | -37.8 |
| pfizer inc | -37.26 |
| united sts oil fd lp | -32.67 |
| spdr gold tr | -23.4 |
| intel corp | -20.53 |
| bristol-myers squibb co | -17.69 |
| schwab strategic tr | -9.45 |
| spdr s&p 500 etf tr | -8.33 |
Finer Wealth Management, Inc. reduced stake in above stock
Sold off
Sector Distribution
Finer Wealth Management, Inc. has about 31.9% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 31.9 |
| Communication Services | 12.4 |
| Healthcare | 11.8 |
| Consumer Defensive | 9.5 |
| Consumer Cyclical | 8 |
| Others | 7.7 |
| Energy | 6.7 |
| Financial Services | 6 |
| Industrials | 3.7 |
| Utilities | 1.6 |
Market Cap. Distribution
Finer Wealth Management, Inc. has about 90.7% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 65.6 |
| LARGE-CAP | 25.1 |
| UNALLOCATED | 7.7 |
| MID-CAP | 1.4 |
Stocks belong to which Index?
About 88.6% of the stocks held by Finer Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 84.2 |
| Others | 11.4 |
| RUSSELL 2000 | 4.4 |
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 85 stocks in it's portfolio. About 51.2% of the portfolio is in top 10 stocks. NVDA 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: 13 May, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 8.98 | 67,506 | 14,995,000 | reduced | -1.72 | ||
Historical Trend of APPLE INC Position Held By Finer Wealth Management, Inc.What % of Portfolio is AAPL?:Number of AAPL shares held:Change in No. of Shares Held: | ||||||||
| LLY | eli lilly & co | 7.42 | 14,998 | 12,387,000 | reduced | -3.31 | ||
| MSFT | microsoft corp | 6.66 | 29,636 | 11,125,200 | added | 0.59 | ||
| NVDA | nvidia corporation | 5.53 | 85,188 | 9,232,630 | added | 6.16 | ||
| AMZN | amazon com inc | 4.96 | 43,515 | 8,279,090 | reduced | -1.75 | ||
| META | meta platforms inc | 4.69 | 13,582 | 7,828,340 | reduced | -0.93 | ||
| MSTR | microstrategy inc | 3.96 | 22,929 | 6,609,740 | added | 2.07 | ||
| GOOG | alphabet inc | 3.38 | 36,507 | 5,645,420 | reduced | -0.3 | ||
| JPM | jpmorgan chase & co. | 3.05 | 20,780 | 5,097,450 | added | 1.7 | ||
| WMT | walmart inc | 2.54 | 48,229 | 4,234,020 | added | 0.2 | ||
| PG | procter and gamble co | 2.48 | 24,256 | 4,133,770 | added | 1.3 | ||
| MRK | merck & co inc | 2.28 | 42,332 | 3,799,690 | added | 0.65 | ||
| CRM | salesforce inc | 1.97 | 12,239 | 3,284,490 | added | 1.43 | ||
| ET | energy transfer l p | 1.96 | 175,770 | 3,267,560 | added | 1.81 | ||
| CAT | caterpillar inc | 1.91 | 9,680 | 3,192,620 | added | 2.66 | ||
| XOM | exxon mobil corp | 1.83 | 25,657 | 3,051,440 | added | 3.41 | ||
| T | at&t inc | 1.79 | 105,437 | 2,981,770 | added | 4.17 | ||
| MCD | mcdonalds corp | 1.72 | 9,187 | 2,869,830 | added | 3.41 | ||
| CVX | chevron corp new | 1.61 | 16,111 | 2,695,160 | added | 4.26 | ||
| VZ | verizon communications inc | 1.49 | 54,744 | 2,483,190 | added | 4.55 | ||
