The Analysis of Finer Wealth Management, Inc.'s Holdings

Currently, Finer Wealth Management, Inc. holds 83 types of securities in its portfolio with a total value $206.7M. In the most recent quarter, they have increased their positions in SHY (+20.3K shares, valued at $1.7M), MSFT (+2.8K shares, valued at $1.4M), LQD (+7.3K shares, valued at $803.8K); decreased their positions in ET (-148.5K shares, valued at $2.4M), MSTR (-6.3K shares, valued at $957.3K), LLY (-798 shares, valued at $857.6K); initiated new positions in SHY (+20.3K shares, valued at $1.7M), SLV (+11.0K shares, valued at $708.7K), N/A (+20.1K shares, valued at $294.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC69.0K shares1.10%2025-12-312026-01-21

MSFT MICROSOFT CORP32.4K shares9.58%2025-12-312026-01-21

NVDA NVIDIA CORPORATION83.8K shares-1.91%2025-12-312026-01-21

LLY ELI LILLY & CO13.6K shares-5.54%2025-12-312026-01-21

ALPHABET INC ALPHABET INC36.8K shares0.24%2025-12-312026-01-21

AMZN AMAZON COM INC44.9K shares1.71%2025-12-312026-01-21

META META PLATFORMS INC13.8K shares1.21%2025-12-312026-01-21

JPM JPMORGAN CHASE & CO.21.6K shares1.83%2025-12-312026-01-21

Sponsored

CAT CATERPILLAR INC10.0K shares-1.21%2025-12-312026-01-21

WMT WALMART INC49.7K shares1.90%2025-12-312026-01-21

AMD ADVANCED MICRO DEVICES INC22.6K shares0.28%2025-12-312026-01-21

MERCK & CO INC MERCK & CO INC45.6K shares3.98%2025-12-312026-01-21

PG PROCTER AND GAMBLE CO26.5K shares4.78%2025-12-312026-01-21

CRM SALESFORCE INC13.4K shares5.15%2025-12-312026-01-21

TSM TAIWAN SEMICONDUCTOR MFG LTD11.3K shares-1.77%2025-12-312026-01-21

SCHW SCHWAB CHARLES CORP32.7K shares2.18%2025-12-312026-01-21

Sponsored

MCD MCDONALDS CORP10.6K shares6.41%2025-12-312026-01-21

T AT&T INC126.3K shares-2.41%2025-12-312026-01-21

TSLA TESLA INC6.9K shares13.39%2025-12-312026-01-21

XOM EXXON MOBIL CORP25.4K shares1.11%2025-12-312026-01-21

PLTR PALANTIR TECHNOLOGIES INC16.5K shares16.71%2025-12-312026-01-21

IBIT ISHARES BITCOIN TRUST ETF56.4K shares26.45%2025-12-312026-01-21

VZ VERIZON COMMUNICATIONS INC68.1K shares-2.66%2025-12-312026-01-21

PEP PEPSICO INC19.0K shares5.90%2025-12-312026-01-21

Sponsored

MSTR STRATEGY INC15.9K shares-28.32%2025-12-312026-01-21

CVX CHEVRON CORP NEW15.5K shares-0.55%2025-12-312026-01-21

GBTC GRAYSCALE BITCOIN TRUST ETF27.9K shares-2.73%2025-12-312026-01-21

KO COCA COLA CO26.7K shares-0.19%2025-12-312026-01-21

GLD SPDR GOLD TR4.7K shares30.56%2025-12-312026-01-21

ASML ASML HOLDING N V1.7K shares0.00%2025-12-312026-01-21

IBB ISHARES TR10.1K shares7.38%2025-12-312026-01-21

SHY ISHARES TR20.3K sharesnew addition2025-12-312026-01-21

Sponsored

ALPHABET INC ALPHABET INC5.4K shares-5.69%2025-12-312026-01-21

LQD ISHARES TR12.9K shares129.69%2025-12-312026-01-21

BROADCOM INC BROADCOM INC4.1K shares9.40%2025-12-312026-01-21

CSCO CISCO SYS INC16.3K shares1.95%2025-12-312026-01-21

MO ALTRIA GROUP INC20.8K shares0.00%2025-12-312026-01-21

LMT LOCKHEED MARTIN CORP2.4K shares-35.81%2025-12-312026-01-21

RTX RTX CORPORATION5.7K shares0.11%2025-12-312026-01-21

ETHE GRAYSCALE ETHEREUM TRUST ETF38.5K shares40.10%2025-12-312026-01-21

Sponsored

SPY SPDR S&P 500 ETF TR1.3K shares4.89%2025-12-312026-01-21

BAC BANK AMERICA CORP16.4K shares-4.97%2025-12-312026-01-21

BTI BRITISH AMERN TOB PLC15.5K shares-0.33%2025-12-312026-01-21

JNJ JOHNSON & JOHNSON4.1K shares-1.67%2025-12-312026-01-21

XEL XCEL ENERGY INC10.9K shares0.00%2025-12-312026-01-21

MU MICRON TECHNOLOGY INC2.8K shares0.00%2025-12-312026-01-21

SLV ISHARES SILVER TR11.0K sharesnew addition2025-12-312026-01-21

CMS CMS ENERGY CORP9.0K shares0.00%2025-12-312026-01-21

Sponsored

UNH UNITEDHEALTH GROUP INC1.9K shares82.52%2025-12-312026-01-21

INTC INTEL CORP17.0K shares7.39%2025-12-312026-01-21

GS GOLDMAN SACHS GROUP INC683 shares-14.73%2025-12-312026-01-21

SCHA SCHWAB STRATEGIC TR20.9K shares-30.37%2025-12-312026-01-21

ES EVERSOURCE ENERGY8.7K shares0.00%2025-12-312026-01-21

DE DEERE & CO1.2K shares-1.93%2025-12-312026-01-21

ABBV ABBVIE INC2.3K shares125.93%2025-12-312026-01-21

KHC KRAFT HEINZ CO20.4K shares-41.70%2025-12-312026-01-21

Sponsored

NFLX NETFLIX INC5.2K shares1028.35%2025-12-312026-01-21

TXN TEXAS INSTRS INC2.8K shares-42.77%2025-12-312026-01-21

IVV ISHARES TR693 shares0.00%2025-12-312026-01-21

ET ENERGY TRANSFER L P28.4K shares-83.92%2025-12-312026-01-21

HD HOME DEPOT INC1.3K shares0.30%2025-12-312026-01-21

VIG VANGUARD SPECIALIZED FUNDS2.0K shares0.00%2025-12-312026-01-21

CNP CENTERPOINT ENERGY INC11.0K shares0.00%2025-12-312026-01-21

SCHG SCHWAB STRATEGIC TR12.6K shares-1.23%2025-12-312026-01-21

Sponsored

WISEKEY INTERNATIONAL HLDS L WISEKEY INTERNATIONAL HLDS L49.5K shares0.00%2025-12-312026-01-21

LAES SEALSQ CORP100.5K shares0.45%2025-12-312026-01-21

DIS DISNEY WALT CO2.8K shares-0.21%2025-12-312026-01-21

WFC WELLS FARGO CO NEW3.2K shares0.00%2025-12-312026-01-21

IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.00%2025-12-312026-01-21

CANARY CAPITAL GROUP LLX CANARY CAPITAL GROUP LLX20.1K sharesnew addition2025-12-312026-01-21

BMY BRISTOL-MYERS SQUIBB CO5.4K shares-15.53%2025-12-312026-01-21

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET6.9K shares-2.18%2025-12-312026-01-21

Sponsored

COST COSTCO WHSL CORP NEW311 sharesnew addition2025-12-312026-01-21

V VISA INC754 shares-10.56%2025-12-312026-01-21

ISRG INTUITIVE SURGICAL INC466 shares-32.66%2025-12-312026-01-21

APD AIR PRODS & CHEMS INC1.0K shares-2.42%2025-12-312026-01-21

SO SOUTHERN CO2.6K shares0.42%2025-12-312026-01-21

SCHD SCHWAB STRATEGIC TR8.0K shares-18.25%2025-12-312026-01-21

PFF ISHARES TR7.1K shares-17.88%2025-12-312026-01-21

PM PHILIP MORRIS INTL INC1.3K shares0.00%2025-12-312026-01-21

Sponsored

PFE PFIZER INC8.1K shares0.01%2025-12-312026-01-21

UAMY UNITED STATES ANTIMONY CORP16.2K sharesnew addition2025-12-312026-01-21

PROCAP FINL INC PROCAP FINL INC20.0K sharesnew addition2025-12-312026-01-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available