Investor Details
| Filer Name: | FINER WEALTH MANAGEMENT, INC. |
|---|---|
| CIK: | 1929071 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 82 |
| Portfolio Value: | $0.17B |
Finer Wealth Management, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 68,684 | $17M | 9.86% | 0.8% | - |
| MSFT | US | MICROSOFT CORP | 29,462 | $12M | 7.12% | 2.3% | - |
| LLY | US | ELI LILLY & CO | 15,511 | $12M | 6.86% | -2.8% | - |
| NVDA | US | NVIDIA CORP | 80,242 | $11M | 6.18% | -1.2% | - |
| AMZN | US | AMAZON.COM INC | 44,289 | $10M | 5.57% | 1.4% | - |
| META | US | META PLATFORMS INC-CLASS A | 13,710 | $8M | 4.60% | -0.6% | - |
| GOOGL | US | ALPHABET INC-CL A | 36,617 | $7M | 3.97% | 2.1% | - |
| MSTR | US | MICROSTRATEGY INC-CL A | 22,465 | $7M | 3.73% | 100.0% | - |
| JPM | US | JPMORGAN CHASE & CO | 20,433 | $5M | 2.81% | 2.7% | - |
| WMT | US | WALMART INC | 48,133 | $4M | 2.49% | 1.9% | - |
| MRK | US | MERCK & CO. INC. | 42,057 | $4M | 2.40% | 0.0% | - |
| CRM | US | SALESFORCE INC | 12,067 | $4M | 2.31% | 0.1% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 23,944 | $4M | 2.30% | 0.1% | - |
| CAT | US | CATERPILLAR INC | 9,429 | $3M | 1.96% | 0.9% | - |
| ET | US | ENERGY TRANSFER LP | 172,637 | $3M | 1.94% | 7.6% | - |
| XOM | US | EXXON MOBIL CORP | 24,812 | $3M | 1.53% | -1.7% | - |
| MCD | US | MCDONALD'S CORP | 8,884 | $3M | 1.48% | 4.3% | - |
| PEP | US | PEPSICO INC | 15,757 | $2M | 1.37% | 1.4% | - |
| AMD | US | ADVANCED MICRO DEVICES | 19,610 | $2M | 1.36% | 2.6% | - |
| TSM | US | TAIWAN SEMICONDUCTOR-SP ADR | 11,981 | $2M | 1.36% | -1.0% | - |