Institutional Manager · CIK 0001929071
Finer Wealth Management, Inc.
SALEM, MA · File #028-22554
Latest AUM
$206.7M
Positions
83
Top-10 Concentration
58.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202583 pos · $206.7M
- 13F HOLDINGS REPORTQ/E Sep 202586 pos · $200.7M
- 13F HOLDINGS REPORTQ/E Jun 202586 pos · $187.1M
- 13F HOLDINGS REPORTQ/E Mar 202586 pos · $166.9M
- 13F HOLDINGS REPORTQ/E Dec 202482 pos · $174.5M
- 13F HOLDINGS REPORTQ/E Sep 202479 pos · $162.0M
- 13F HOLDINGS REPORTQ/E Jun 202473 pos · $155.0M
- 13F HOLDINGS REPORTQ/E Mar 202477 pos · $152.3M
- 13F HOLDINGS REPORTQ/E Dec 202380 pos · $125.0M
- 13F HOLDINGS REPORTQ/E Sep 202382 pos · $128.0M
- 13F HOLDINGS REPORTQ/E Jun 202383 pos · $118.3M
- 13F HOLDINGS REPORTQ/E Mar 202377 pos · $106.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 68,954 | $18.7M | 9.62% |
| 2 | MICROSOFT CORP | MSFT | 32,422 | $15.7M | 8.05% |
| 3 | NVIDIA CORPORATION | NVDA | 83,846 | $15.6M | 8.02% |
| 4 | ELI LILLY & CO | LLY | 13,612 | $14.6M | 7.51% |
| 5 | ALPHABET INC | GOOG | 36,845 | $11.5M | 5.92% |
| 6 | AMAZON COM INC | AMZN | 44,853 | $10.4M | 5.31% |
| 7 | META PLATFORMS INC | META | 13,840 | $9.1M | 4.69% |
| 8 | JPMORGAN CHASE & CO. | VYLD | 21,591 | $7.0M | 3.57% |
| 9 | CATERPILLAR INC | CAT | 10,039 | $5.8M | 2.95% |
| 10 | WALMART INC | WMT | 49,683 | $5.5M | 2.84% |
| 11 | ADVANCED MICRO DEVICES INC | AMD | 22,632 | $4.8M | 2.49% |
| 12 | MERCK & CO INC | MRK | 45,580 | $4.8M | 2.46% |
| 13 | PROCTER AND GAMBLE CO | 742718109 | 26,546 | $3.8M | 1.95% |
| 14 | SALESFORCE INC | CRM | 13,371 | $3.5M | 1.82% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 11,346 | $3.4M | 1.77% |
| 16 | SCHWAB CHARLES CORP | SCHW-PJ | 32,702 | $3.3M | 1.68% |
| 17 | MCDONALDS CORP | MCD | 10,630 | $3.2M | 1.67% |
| 18 | AT&T INC | T-PC | 126,292 | $3.1M | 1.61% |
| 19 | TESLA INC | TSLA | 6,935 | $3.1M | 1.60% |
| 20 | EXXON MOBIL CORP | XOM | 25,408 | $3.1M | 1.57% |