13F HOLDINGS REPORT
Finer Wealth Management, Inc.
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001221073-25-000054
Total Value
$166.9M
Positions
86
Other Managers
0
Confidential Omitted
No
Holdings (86)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 67,506 | $15.0M | 8.98% |
| 2 | ELI LILLY & CO | LLY | 14,998 | $12.4M | 7.42% |
| 3 | MICROSOFT CORP | MSFT | 29,636 | $11.1M | 6.67% |
| 4 | NVIDIA CORPORATION | NVDA | 85,188 | $9.2M | 5.53% |
| 5 | AMAZON COM INC | AMZN | 43,515 | $8.3M | 4.96% |
| 6 | META PLATFORMS INC | META | 13,582 | $7.8M | 4.69% |
| 7 | MICROSTRATEGY INC | STRK | 22,929 | $6.6M | 3.96% |
| 8 | ALPHABET INC | GOOG | 36,507 | $5.6M | 3.38% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 20,780 | $5.1M | 3.05% |
| 10 | WALMART INC | WMT | 48,229 | $4.2M | 2.54% |
| 11 | PROCTER AND GAMBLE CO | 742718109 | 24,256 | $4.1M | 2.48% |
| 12 | MERCK & CO INC | MRK | 42,332 | $3.8M | 2.28% |
| 13 | SALESFORCE INC | CRM | 12,239 | $3.3M | 1.97% |
| 14 | ENERGY TRANSFER L P | ET-PI | 175,770 | $3.3M | 1.96% |
| 15 | CATERPILLAR INC | CAT | 9,680 | $3.2M | 1.91% |
| 16 | EXXON MOBIL CORP | XOM | 25,657 | $3.1M | 1.83% |
| 17 | AT&T INC | T-PC | 105,437 | $3.0M | 1.79% |
| 18 | MCDONALDS CORP | MCD | 9,187 | $2.9M | 1.72% |
| 19 | CHEVRON CORP NEW | CVX | 16,111 | $2.7M | 1.61% |
| 20 | VERIZON COMMUNICATIONS INC | VZ | 54,744 | $2.5M | 1.49% |
| 21 | PEPSICO INC | PEP | 16,324 | $2.4M | 1.47% |
| 22 | SCHWAB CHARLES CORP | SCHW-PJ | 30,733 | $2.4M | 1.44% |
| 23 | INTEL CORP | INTC | 93,627 | $2.1M | 1.27% |
| 24 | ADVANCED MICRO DEVICES INC | AMD | 20,079 | $2.1M | 1.24% |
| 25 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 11,924 | $2.0M | 1.19% |
| 26 | COCA COLA CO | KO | 26,789 | $1.9M | 1.15% |
| 27 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 29,014 | $1.9M | 1.13% |
| 28 | SUNOCO LP/SUNOCO FIN CORP | SUN | 32,083 | $1.9M | 1.12% |
| 29 | LOCKHEED MARTIN CORP | LMT | 3,347 | $1.5M | 0.90% |
| 30 | TESLA INC | TSLA | 4,890 | $1.3M | 0.76% |
| 31 | ALTRIA GROUP INC | MO | 21,063 | $1.3M | 0.76% |
| 32 | KRAFT HEINZ CO | KHC | 41,228 | $1.3M | 0.75% |
| 33 | ISHARES TR | 464287556 | 9,361 | $1.2M | 0.72% |
| 34 | THERMO FISHER SCIENTIFIC INC | TMO | 2,214 | $1.1M | 0.66% |
| 35 | SPDR GOLD TR | GLD | 3,640 | $1.0M | 0.63% |
| 36 | CISCO SYS INC | CSCO | 16,380 | $1.0M | 0.61% |
| 37 | TEXAS INSTRS INC | 882508104 | 5,594 | $1.0M | 0.60% |
| 38 | SCHWAB STRATEGIC TR | 808524607 | 39,275 | $920,213 | 0.55% |
| 39 | BANK AMERICA CORP | 060505104 | 21,079 | $879,627 | 0.53% |
| 40 | ALPHABET INC | GOOG | 5,565 | $869,415 | 0.52% |
| 41 | JOHNSON & JOHNSON | JNJ | 4,857 | $805,482 | 0.48% |
| 42 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 13,047 | $795,736 | 0.48% |
| 43 | ISHARES BITCOIN TRUST ETF | IBIT | 16,796 | $786,221 | 0.47% |
| 44 | RTX CORPORATION | RTX | 5,929 | $785,355 | 0.47% |
| 45 | XCEL ENERGY INC | XELLL | 10,942 | $774,584 | 0.46% |
| 46 | SPDR S&P 500 ETF TR | SPY | 1,287 | $719,765 | 0.43% |
| 47 | DEERE & CO | DE | 1,455 | $682,904 | 0.41% |
| 48 | CMS ENERGY CORP | CMS-PC | 9,000 | $675,990 | 0.40% |
| 49 | BRITISH AMERN TOB PLC | 110448107 | 15,846 | $655,549 | 0.39% |
| 50 | AIR PRODS & CHEMS INC | AIIR | 2,200 | $648,918 | 0.39% |
| 51 | KIMBERLY-CLARK CORP | KMB | 4,512 | $641,697 | 0.38% |
| 52 | ISHARES TR | 464287242 | 5,881 | $639,206 | 0.38% |
| 53 | PALANTIR TECHNOLOGIES INC | PLTR | 7,504 | $633,338 | 0.38% |
| 54 | BROADCOM INC | AVGO | 3,653 | $611,622 | 0.37% |
| 55 | GOLDMAN SACHS GROUP INC | GSCE | 991 | $541,532 | 0.32% |
| 56 | EVERSOURCE ENERGY | ES | 8,712 | $541,102 | 0.32% |
| 57 | HOME DEPOT INC | HD | 1,440 | $527,859 | 0.32% |
| 58 | EASTERN BANKSHARES INC | EBC | 26,645 | $436,982 | 0.26% |
| 59 | NETFLIX INC | NFLX | 467 | $435,492 | 0.26% |
| 60 | ISHARES TR | 464287200 | 740 | $415,806 | 0.25% |
| 61 | CENTERPOINT ENERGY INC | CNP | 11,049 | $400,305 | 0.24% |
| 62 | VISA INC | V | 1,115 | $390,763 | 0.23% |
| 63 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,000 | $387,980 | 0.23% |
| 64 | ISHARES TR | 464288687 | 12,216 | $375,398 | 0.22% |
| 65 | GRAYSCALE ETHEREUM TRUST ETF | 389638107 | 24,555 | $373,727 | 0.22% |
| 66 | INTUITIVE SURGICAL INC | ISRG | 753 | $372,938 | 0.22% |
| 67 | SCHWAB STRATEGIC TR | 808524300 | 14,862 | $372,144 | 0.22% |
| 68 | SCHWAB STRATEGIC TR | 808524797 | 12,790 | $357,608 | 0.21% |
| 69 | ENTERPRISE PRODS PARTNERS L | 293792107 | 10,437 | $356,319 | 0.21% |
| 70 | DISNEY WALT CO | 254687106 | 3,541 | $349,497 | 0.21% |
| 71 | ROYAL CARIBBEAN GROUP | V7780T103 | 1,316 | $270,359 | 0.16% |
| 72 | SEALSQ CORP | LAES | 100,000 | $260,000 | 0.16% |
| 73 | SOUTHERN CO | SOMN | 2,808 | $258,196 | 0.15% |
| 74 | INTERNATIONAL BUSINESS MACHS | INTR | 997 | $247,914 | 0.15% |
| 75 | MICRON TECHNOLOGY INC | MU | 2,761 | $239,890 | 0.14% |
| 76 | PFIZER INC | PFE | 9,442 | $239,260 | 0.14% |
| 77 | UNITED STS OIL FD LP | UNTCW | 3,090 | $238,950 | 0.14% |
| 78 | WELLS FARGO CO NEW | 949746101 | 3,326 | $238,774 | 0.14% |
| 79 | ABBVIE INC | ABBV | 1,022 | $214,129 | 0.13% |
| 80 | NEBIUS GROUP N.V. | NBIS | 10,000 | $211,100 | 0.13% |
| 81 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 5,784 | $211,058 | 0.13% |
| 82 | SUNCOKE ENERGY INC | SXC | 22,298 | $205,142 | 0.12% |
| 83 | WISEKEY INTERNATIONAL HLDS L | 97727L408 | 49,497 | $194,523 | 0.12% |
| 84 | FORD MTR CO | 345370860 | 17,065 | $171,162 | 0.10% |
| 85 | BITFARMS LTD | BITF | 12,600 | $9,931 | 0.01% |
| 86 | TILRAY BRANDS INC | TLRY | 14,647 | $9,630 | 0.01% |