Finer Wealth Management, Inc.
90 holdingsFiling period: 2026-06-30Current AUM: $237.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 66.5K | $19.2M | $22.0M | 9.27% | -1,827 | 2026-06-30 |
| 2 | NVDA | NVIDIA CORPORATION | 81.6K | $16.3M | $17.3M | 7.28% | -1,157 | 2026-06-30 |
| 3 | LLY | ELI LILLY & CO | 12.6K | $15.1M | $14.3M | 6.01% | -580 | 2026-06-30 |
| 4 | AMD | ADVANCED MICRO DEVICES INC | 22.0K | $12.8M | $11.1M | 4.66% | -292 | 2026-06-30 |
| 5 | GOOGL | ALPHABET INC | 34.8K | $12.4M | $12.0M | 5.05% | -946 | 2026-06-30 |
| 6 | MSFT | MICROSOFT CORP | 32.1K | $12.0M | $15.9M | 6.70% | -97 | 2026-06-30 |
| 7 | CAT | CATERPILLAR INC | 9.8K | $10.5M | $7.7M | 3.23% | -143 | 2026-06-30 |
| 8 | AMZN | AMAZON COM INC | 43.8K | $10.4M | $10.9M | 4.57% | -570 | 2026-06-30 |
| 9 | META | META PLATFORMS INC | 13.5K | $7.6M | $9.1M | 3.81% | -309 | 2026-06-30 |
| 10 | JPM | JPMORGAN CHASE & CO | 21.4K | $7.0M | $7.5M | 3.16% | +180 | 2026-06-30 |
| 11 | MRK | MERCK & CO INC | 45.4K | $5.8M | $6.5M | 2.74% | +13 | 2026-06-30 |
| 12 | WMT | WALMART INC | 48.7K | $5.5M | $5.3M | 2.21% | -468 | 2026-06-30 |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 11.1K | $5.3M | $4.6M | 1.93% | +26 | 2026-06-30 |
| 14 | PG | PROCTER & GAMBLE CO | 26.8K | $3.9M | $3.9M | 1.65% | +672 | 2026-06-30 |
| 15 | XOM | EXXON MOBIL CORP | 25.4K | $3.5M | $4.3M | 1.81% | +7 | 2026-06-30 |
| 16 | XOM | EXXON MOBIL CORP | 25.4K | $3.5M | $4.3M | 1.81% | +7 | 2026-06-30 |
| 17 | — | ASML HLDG NV | 1.6K | $3.3M | $3.3M | 1.38% | +25 | 2026-06-30 |
| 18 | TSLA | TESLA INC | 7.3K | $3.1M | $2.6M | 1.09% | +290 | 2026-06-30 |
| 19 | VZ | VERIZON COMMUNICATIONS INC | 71.2K | $3.0M | $3.7M | 1.54% | +1.6K | 2026-06-30 |
| 20 | SCHW | SCHWAB CHARLES CORP | 32.7K | $3.0M | $3.5M | 1.48% | +246 | 2026-06-30 |
| 21 | MCD | MCDONALDS CORP | 10.8K | $2.9M | $2.7M | 1.15% | +137 | 2026-06-30 |
| 22 | T | AT&T INC | 135.6K | $2.8M | $3.6M | 1.52% | +3.9K | 2026-06-30 |
| 23 | IBIT | ISHARES BITCOIN TRUST ETF | 82.8K | $2.8M | $3.6M | 1.50% | +11.4K | 2026-06-30 |
| 24 | CVX | CHEVRON CORPORATION | 15.3K | $2.5M | $3.3M | 1.40% | -107 | 2026-06-30 |
| 25 | KO | COCA COLA CO | 27.6K | $2.2M | $2.5M | 1.03% | -- | 2026-06-30 |
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