13F HOLDINGS REPORT
Finer Wealth Management, Inc.
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001221073-25-000078
Total Value
$187.1M
Positions
86
Other Managers
0
Confidential Omitted
No
Holdings (86)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 29,509 | $14.7M | 7.85% |
| 2 | APPLE INC | AAPL | 67,477 | $13.8M | 7.40% |
| 3 | NVIDIA CORPORATION | NVDA | 85,774 | $13.6M | 7.24% |
| 4 | ELI LILLY & CO | LLY | 14,564 | $11.4M | 6.07% |
| 5 | META PLATFORMS INC | META | 13,694 | $10.1M | 5.40% |
| 6 | AMAZON COM INC | AMZN | 43,975 | $9.6M | 5.16% |
| 7 | MICROSTRATEGY INC | STRK | 22,248 | $9.0M | 4.81% |
| 8 | ALPHABET INC | GOOG | 36,862 | $6.5M | 3.47% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 21,137 | $6.1M | 3.28% |
| 10 | WALMART INC | WMT | 48,904 | $4.8M | 2.56% |
| 11 | PROCTER AND GAMBLE CO | 742718109 | 24,933 | $4.0M | 2.12% |
| 12 | CATERPILLAR INC | CAT | 10,041 | $3.9M | 2.08% |
| 13 | AT&T INC | T-PC | 132,384 | $3.8M | 2.05% |
| 14 | MERCK & CO INC | MRK | 42,762 | $3.4M | 1.81% |
| 15 | SALESFORCE INC | CRM | 12,398 | $3.4M | 1.81% |
| 16 | ENERGY TRANSFER L P | ET-PI | 184,413 | $3.3M | 1.79% |
| 17 | ADVANCED MICRO DEVICES INC | AMD | 21,857 | $3.1M | 1.66% |
| 18 | VERIZON COMMUNICATIONS INC | VZ | 71,425 | $3.1M | 1.65% |
| 19 | SCHWAB CHARLES CORP | SCHW-PJ | 31,939 | $2.9M | 1.56% |
| 20 | MCDONALDS CORP | MCD | 9,622 | $2.8M | 1.50% |
| 21 | EXXON MOBIL CORP | XOM | 25,455 | $2.7M | 1.47% |
| 22 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 11,701 | $2.7M | 1.42% |
| 23 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 28,652 | $2.4M | 1.30% |
| 24 | ISHARES BITCOIN TRUST ETF | IBIT | 39,668 | $2.4M | 1.30% |
| 25 | PEPSICO INC | PEP | 17,457 | $2.3M | 1.23% |
| 26 | CHEVRON CORP NEW | CVX | 15,780 | $2.3M | 1.21% |
| 27 | COCA COLA CO | KO | 26,719 | $1.9M | 1.01% |
| 28 | SUNOCO LP/SUNOCO FIN CORP | SUN | 32,942 | $1.8M | 0.94% |
| 29 | TESLA INC | TSLA | 5,497 | $1.7M | 0.93% |
| 30 | LOCKHEED MARTIN CORP | LMT | 3,763 | $1.7M | 0.93% |
| 31 | PALANTIR TECHNOLOGIES INC | PLTR | 11,129 | $1.5M | 0.81% |
| 32 | ASML HOLDING N V | ASMLF | 1,693 | $1.4M | 0.73% |
| 33 | ALTRIA GROUP INC | MO | 21,421 | $1.3M | 0.67% |
| 34 | ISHARES TR | 464287556 | 9,135 | $1.2M | 0.62% |
| 35 | CISCO SYS INC | CSCO | 16,021 | $1.1M | 0.59% |
| 36 | TEXAS INSTRS INC | 882508104 | 5,299 | $1.1M | 0.59% |
| 37 | KRAFT HEINZ CO | KHC | 41,110 | $1.1M | 0.57% |
| 38 | SPDR GOLD TR | GLD | 3,472 | $1.1M | 0.57% |
| 39 | BROADCOM INC | AVGO | 3,722 | $1.0M | 0.55% |
| 40 | ALPHABET INC | GOOG | 5,695 | $1.0M | 0.54% |
| 41 | BANK AMERICA CORP | 060505104 | 19,308 | $913,655 | 0.49% |
| 42 | SCHWAB STRATEGIC TR | 808524607 | 35,231 | $891,344 | 0.48% |
| 43 | RTX CORPORATION | RTX | 5,790 | $845,456 | 0.45% |
| 44 | SPDR S&P 500 ETF TR | SPY | 1,289 | $796,483 | 0.43% |
| 45 | BRITISH AMERN TOB PLC | 110448107 | 15,846 | $749,991 | 0.40% |
| 46 | XCEL ENERGY INC | XELLL | 10,942 | $745,150 | 0.40% |
| 47 | JOHNSON & JOHNSON | JNJ | 4,492 | $686,153 | 0.37% |
| 48 | DEERE & CO | DE | 1,315 | $668,704 | 0.36% |
| 49 | ISHARES TR | 464287242 | 5,763 | $631,682 | 0.34% |
| 50 | NETFLIX INC | NFLX | 467 | $625,992 | 0.33% |
| 51 | CMS ENERGY CORP | CMS-PC | 9,000 | $623,520 | 0.33% |
| 52 | GOLDMAN SACHS GROUP INC | GSCE | 807 | $571,343 | 0.31% |
| 53 | KIMBERLY-CLARK CORP | KMB | 4,382 | $564,927 | 0.30% |
| 54 | EVERSOURCE ENERGY | ES | 8,712 | $554,257 | 0.30% |
| 55 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 10,998 | $509,079 | 0.27% |
| 56 | GRAYSCALE ETHEREUM TRUST ETF | 389638107 | 24,385 | $508,671 | 0.27% |
| 57 | HOME DEPOT INC | HD | 1,322 | $484,595 | 0.26% |
| 58 | ISHARES TR | 464287200 | 691 | $429,042 | 0.23% |
| 59 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,000 | $409,340 | 0.22% |
| 60 | INTUITIVE SURGICAL INC | ISRG | 753 | $409,188 | 0.22% |
| 61 | EASTERN BANKSHARES INC | EBC | 26,775 | $408,860 | 0.22% |
| 62 | INTEL CORP | INTC | 18,202 | $407,730 | 0.22% |
| 63 | AIR PRODS & CHEMS INC | AIIR | 1,440 | $406,125 | 0.22% |
| 64 | CENTERPOINT ENERGY INC | CNP | 11,049 | $405,940 | 0.22% |
| 65 | SEALSQ CORP | LAES | 100,000 | $403,000 | 0.22% |
| 66 | SCHWAB STRATEGIC TR | 808524300 | 13,622 | $397,899 | 0.21% |
| 67 | DISNEY WALT CO | 254687106 | 2,839 | $352,064 | 0.19% |
| 68 | MICRON TECHNOLOGY INC | MU | 2,761 | $340,297 | 0.18% |
| 69 | TIDAL TR II | 88634T493 | 14,874 | $329,761 | 0.18% |
| 70 | WISEKEY INTERNATIONAL HLDS L | 97727L408 | 49,497 | $324,700 | 0.17% |
| 71 | VISA INC | V | 908 | $322,385 | 0.17% |
| 72 | ENTERPRISE PRODS PARTNERS L | 293792107 | 10,195 | $316,147 | 0.17% |
| 73 | DEFI TECHNOLOGIES INC | DEFT | 102,000 | $298,860 | 0.16% |
| 74 | INTERNATIONAL BUSINESS MACHS | INTR | 997 | $293,896 | 0.16% |
| 75 | ISHARES TR | 464288687 | 9,430 | $289,312 | 0.15% |
| 76 | SCHWAB STRATEGIC TR | 808524797 | 10,834 | $287,101 | 0.15% |
| 77 | GRAYSCALE BITCOIN MINI TR ET | 389930207 | 5,684 | $271,411 | 0.15% |
| 78 | ROYAL CARIBBEAN GROUP | V7780T103 | 848 | $265,543 | 0.14% |
| 79 | WELLS FARGO CO NEW | 949746101 | 3,264 | $261,512 | 0.14% |
| 80 | SOUTHERN CO | SOMN | 2,634 | $241,880 | 0.13% |
| 81 | UNITEDHEALTH GROUP INC | UNH | 774 | $241,465 | 0.13% |
| 82 | PHILIP MORRIS INTL INC | 718172109 | 1,258 | $229,120 | 0.12% |
| 83 | UNITED STS OIL FD LP | UNTCW | 2,844 | $207,925 | 0.11% |
| 84 | DDC ENTERPRISE LTD | DDC | 10,000 | $109,000 | 0.06% |
| 85 | COLUMBUS CIRCLE CAP CORP. I | G2296A109 | 10,000 | $106,200 | 0.06% |
| 86 | TILRAY BRANDS INC | TLRY | 14,647 | $6,070 | 0.00% |