Latest Finer Wealth Management, Inc. Stock Portfolio
Finer Wealth Management, Inc. Performance:
2025 Q3: 6.35%YTD: 11.77%2024: 21.3%
Performance for 2025 Q3 is 6.35%, and YTD is 11.77%, and 2024 is 21.3%.
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 $200.7 Millions as of 30 Sep, 2025.
The top stock holdings of Finer Wealth Management, Inc. are AAPL, NVDA, MSFT. The fund has invested 8.7% of it's portfolio in APPLE INC and 8% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off EASTERN BANKSHARES INC (EBC), ROYAL CARIBBEAN GROUP (RCL) and DDC ENTERPRISE LTD stocks. They significantly reduced their stock positions in BRISTOL-MYERS SQUIBB CO (BMY), KIMBERLY-CLARK CORP (KMB) and AIR PRODS & CHEMS INC (APD). Finer Wealth Management, Inc. opened new stock positions in GRAYSCALE ETHEREUM MINI TR E, ABBVIE INC (ABBV) and PFIZER INC (PFE). The fund showed a lot of confidence in some stocks as they added substantially to UNITEDHEALTH GROUP INC (UNH), PALANTIR TECHNOLOGIES INC (PLTR) and GRAYSCALE BITCOIN MINI TR ET.
The top stock holdings of Finer Wealth Management, Inc. are AAPL, NVDA, MSFT. The fund has invested 8.7% of it's portfolio in APPLE INC and 8% of portfolio in NVIDIA CORPORATION.
The fund managers got completely rid off EASTERN BANKSHARES INC (EBC), ROYAL CARIBBEAN GROUP (RCL) and DDC ENTERPRISE LTD stocks. They significantly reduced their stock positions in BRISTOL-MYERS SQUIBB CO (BMY), KIMBERLY-CLARK CORP (KMB) and AIR PRODS & CHEMS INC (APD). Finer Wealth Management, Inc. opened new stock positions in GRAYSCALE ETHEREUM MINI TR E, ABBVIE INC (ABBV) and PFIZER INC (PFE). The fund showed a lot of confidence in some stocks as they added substantially to UNITEDHEALTH GROUP INC (UNH), PALANTIR TECHNOLOGIES INC (PLTR) and GRAYSCALE BITCOIN MINI TR ET.
Finer Wealth Management, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Finer Wealth Management, Inc. made a return of 6.35% in the last quarter. In trailing 12 months, it's portfolio return was 13.19%.
New Buys
| Ticker | $ Bought |
|---|---|
| grayscale ethereum mini tr e | 262,702 |
| abbvie inc | 236,634 |
| pfizer inc | 205,139 |
New stocks bought by Finer Wealth Management, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| unitedhealth group inc | 34.5 |
| palantir technologies inc | 27.04 |
| grayscale bitcoin mini tr et | 24.93 |
| grayscale ethereum trust etf | 12.77 |
| ishares bitcoin trust etf | 12.49 |
| tidal trust ii | 12.05 |
| tesla inc | 11.26 |
| mcdonalds corp | 3.82 |
Additions to existing portfolio by Finer Wealth Management, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| bristol-myers squibb co | -41.76 |
| kimberly-clark corp | -28.46 |
| air prods & chems inc | -28.12 |
| kraft heinz co | -15.05 |
| schwab strategic tr | -14.98 |
| intel corp | -13.1 |
| bank america corp | -10.87 |
| texas instrs inc | -9.28 |
Finer Wealth Management, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| eastern bankshares inc | -408,860 |
| ddc enterprise ltd | -109,000 |
| royal caribbean group | -265,543 |
Finer Wealth Management, Inc. got rid off the above stocks
Sector Distribution
Finer Wealth Management, Inc. has about 34.7% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 34.7 |
| Communication Services | 14 |
| Others | 10.3 |
| Healthcare | 8.4 |
| Consumer Defensive | 8 |
| Consumer Cyclical | 8 |
| Financial Services | 5.9 |
| Energy | 5.1 |
| Industrials | 4.1 |
| Utilities | 1.4 |
Market Cap. Distribution
Finer Wealth Management, Inc. has about 88.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 66.2 |
| LARGE-CAP | 22.7 |
| UNALLOCATED | 10.3 |
Stocks belong to which Index?
About 86% of the stocks held by Finer Wealth Management, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 82.4 |
| Others | 14.1 |
| RUSSELL 2000 | 3.6 |
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 53.4% of the portfolio is in top 10 stocks. MSTR proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Finer Wealth Management, Inc. last quarter.
Last Reported on: 04 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 8.65 | 68,202 | 17,366,300 | added | 1.07 | ||
| AAXJ | ishares tr | 0.14 | 8,620 | 272,564 | reduced | -8.59 | ||
| ABBV | abbvie inc | 0.12 | 1,022 | 236,634 | new | |||
| AMD | advanced micro devices inc | 1.82 | 22,568 | 3,651,250 | added | 3.25 | ||
| AMZN | amazon com inc | 4.82 | 44,099 | 9,682,880 | added | 0.28 | ||
| APD | air prods & chems inc | 0.14 | 1,035 | 282,294 | reduced | -28.12 | ||
| AVGO | broadcom inc | 0.61 | 3,723 | 1,228,160 | added | 0.03 | ||
| BAC | bank america corp | 0.44 | 17,209 | 887,831 | reduced | -10.87 | ||
| BMY | bristol-myers squibb co | 0.14 | 6,405 | 288,868 | reduced | -41.76 | ||
| CAT | caterpillar inc | 2.42 | 10,162 | 4,848,750 | added | 1.21 | ||
| CMS | cms energy corp | 0.33 | 9,000 | 659,340 | unchanged | 0.00 | ||
| CNP | centerpoint energy inc | 0.21 | 11,049 | 428,701 | unchanged | 0.00 | ||
| CRM | salesforce inc | 1.50 | 12,716 | 3,013,700 | added | 2.56 | ||
| CSCO | cisco sys inc | 0.55 | 16,021 | 1,096,160 | unchanged | 0.00 | ||
| CVX | chevron corp new | 1.21 | 15,601 | 2,422,700 | reduced | -1.13 | ||
| DE | deere & co | 0.28 | 1,245 | 569,357 | reduced | -5.32 | ||
| DIS | disney walt co | 0.16 | 2,839 | 325,066 | unchanged | 0.00 | ||
| EBC | eastern bankshares inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| EPD | enterprise prods partners l | 0.16 | 10,204 | 319,079 | added | 0.09 | ||
| ES | eversource energy | 0.31 | 8,689 | 618,112 | reduced | -0.26 | ||