Finer Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Finer Wealth Management, Inc. held in its portfolio 83 assets valued at $206,690,659 (i.e. $206.69M).
The most valuable assets in the portfolio included: APPLE INC ($18.75M), MICROSOFT CORP ($15.68M), and NVIDIA CORPORATION ($15.64M).
The chart below shows the top 10 valuable assets, and the table below shows the top 83 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Finer Wealth Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 68954 | 18745877 | COM |
| MICROSOFT CORP | 32422 | 15679729 | COM |
| NVIDIA CORPORATION | 83846 | 15637292 | COM |
| ELI LILLY & CO | 13612 | 14628380 | COM |
| ALPHABET INC | 36845 | 11532367 | CAP STK CL A |
| AMAZON COM INC | 44853 | 10353041 | COM |
| META PLATFORMS INC | 13840 | 9135884 | CL A |
| JPMORGAN CHASE & CO. | 21591 | 6957096 | COM |
| CATERPILLAR INC | 10039 | 5751207 | COM |
| WALMART INC | 49683 | 5535173 | COM |
| ADVANCED MICRO DEVICES INC | 22632 | 4846834 | COM |
| MERCK & CO INC | 45580 | 4797747 | COM |
| PROCTER AND GAMBLE CO | 26546 | 3804280 | COM |
| SALESFORCE INC | 13371 | 3542181 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 11346 | 3447936 | SPONSORED ADS |
| SCHWAB CHARLES CORP | 32702 | 3267261 | COM |
| MCDONALDS CORP | 10630 | 3248847 | COM |
| AT&T INC | 126292 | 3137097 | COM |
| TESLA INC | 6935 | 3118581 | COM |
| EXXON MOBIL CORP | 25408 | 3057648 | COM |
| PALANTIR TECHNOLOGIES INC | 16501 | 2933053 | CL A |
| ISHARES BITCOIN TRUST ETF | 56426 | 2801551 | SHS BEN INT |
| VERIZON COMMUNICATIONS INC | 68075 | 2772695 | COM |
| PEPSICO INC | 18979 | 2723799 | COM |
| STRATEGY INC | 15948 | 2423299 | CL A NEW |
| CHEVRON CORP NEW | 15515 | 2364679 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 27871 | 1905262 | SHS REP COM UT |
| COCA COLA CO | 26668 | 1864382 | COM |
| SPDR GOLD TR | 4687 | 1857505 | GOLD SHS |
| ASML HOLDING N V | 1693 | 1811273 | N Y REGISTRY SHS |
| ISHARES TR | 10072 | 1699851 | ISHARES BIOTECH |
| ISHARES TR | 20341 | 1684642 | 1 3 YR TREAS BD |
| ALPHABET INC | 5354 | 1680018 | CAP STK CL C |
| ISHARES TR | 12920 | 1423655 | IBOXX INV CP ETF |
| BROADCOM INC | 4073 | 1409817 | COM |
| CISCO SYS INC | 16334 | 1258208 | COM |
| ALTRIA GROUP INC | 20760 | 1197022 | COM |
| LOCKHEED MARTIN CORP | 2372 | 1147265 | COM |
| RTX CORPORATION | 5668 | 1039501 | COM |
| GRAYSCALE ETHEREUM TRUST ETF | 38525 | 938854 | SHS |
| SPDR S&P 500 ETF TR | 1329 | 906177 | TR UNIT |
| BANK AMERICA CORP | 16353 | 899388 | COM |
| BRITISH AMERN TOB PLC | 15531 | 879365 | SPONSORED ADR |
| JOHNSON & JOHNSON | 4056 | 839445 | COM |
| XCEL ENERGY INC | 10942 | 808176 | COM |
| MICRON TECHNOLOGY INC | 2761 | 788081 | COM |
| ISHARES SILVER TR | 11001 | 708684 | ISHARES |
| CMS ENERGY CORP | 9000 | 629370 | COM |
| UNITEDHEALTH GROUP INC | 1900 | 627209 | COM |
| INTEL CORP | 16986 | 626792 | COM |
| GOLDMAN SACHS GROUP INC | 683 | 600009 | COM |
| SCHWAB STRATEGIC TR | 20857 | 594018 | US SML CAP ETF |
| EVERSOURCE ENERGY | 8689 | 585056 | COM |
| DEERE & CO | 1221 | 568559 | COM |
| ABBVIE INC | 2309 | 527583 | COM |
| KRAFT HEINZ CO | 20362 | 493786 | COM |
| NETFLIX INC | 5213 | 488791 | COM |
| TEXAS INSTRS INC | 2751 | 477271 | COM |
| ISHARES TR | 693 | 474672 | CORE S&P500 ETF |
| ENERGY TRANSFER L P | 28445 | 469058 | COM UT LTD PTN |
| HOME DEPOT INC | 1318 | 453557 | COM |
| VANGUARD SPECIALIZED FUNDS | 2000 | 439560 | DIV APP ETF |
| CENTERPOINT ENERGY INC | 11049 | 423630 | COM |
| SCHWAB STRATEGIC TR | 12561 | 409740 | US LCAP GR ETF |
| WISEKEY INTERNATIONAL HLDS L | 49497 | 388551 | SPON ADR |
| SEALSQ CORP | 100451 | 379705 | ORD SHS |
| DISNEY WALT CO | 2833 | 322310 | COM |
| WELLS FARGO CO NEW | 3230 | 301060 | COM |
| INTERNATIONAL BUSINESS MACHS | 1004 | 297395 | COM |
| CANARY CAPITAL GROUP LLX | 20100 | 293985 | CANARY HBAR ETF |
| BRISTOL-MYERS SQUIBB CO | 5410 | 291839 | COM |
| GRAYSCALE BITCOIN MINI TR ET | 6946 | 269019 | SHS NEW |
| COSTCO WHSL CORP NEW | 311 | 268253 | COM |
| VISA INC | 754 | 264451 | COM CL A |
| INTUITIVE SURGICAL INC | 466 | 263924 | COM NEW |
| AIR PRODS & CHEMS INC | 1010 | 249521 | COM |
| SOUTHERN CO | 2615 | 228069 | COM |
| SCHWAB STRATEGIC TR | 8045 | 220674 | US DIVIDEND EQ |
| ISHARES TR | 7079 | 219152 | PFD AND INCM SEC |
| PHILIP MORRIS INTL INC | 1258 | 201783 | COM |
| PFIZER INC | 8052 | 200489 | COM |
| UNITED STATES ANTIMONY CORP | 16158 | 81113 | COM |
| PROCAP FINL INC | 20000 | 70600 | COM SHS |
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