Finer Wealth Management, Inc.
87 holdingsFiling period: 2026-03-31Current AUM: $230.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 68.3K | $17.3M | $21.1M | 9.15% | -611 | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 82.8K | $14.4M | $16.6M | 7.20% | -1,076 | 2026-03-31 |
| 3 | LLY | ELI LILLY & CO | 13.2K | $12.1M | $15.1M | 6.56% | -440 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 32.2K | $11.9M | $14.9M | 6.48% | -263 | 2026-03-31 |
| 5 | GOOGL | ALPHABET INC | 35.8K | $10.3M | $12.7M | 5.52% | -1,066 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 44.3K | $9.2M | $12.0M | 5.22% | -531 | 2026-03-31 |
| 7 | META | META PLATFORMS INC | 13.8K | $7.9M | $7.7M | 3.34% | +5 | 2026-03-31 |
| 8 | CAT | CATERPILLAR INC | 10.0K | $7.1M | $8.1M | 3.52% | -80 | 2026-03-31 |
| 9 | JPM | JPMORGAN CHASE & CO | 21.2K | $6.2M | $7.4M | 3.23% | -419 | 2026-03-31 |
| 10 | WMT | WALMART INC | 49.2K | $6.1M | $5.5M | 2.37% | -527 | 2026-03-31 |
| 11 | MRK | MERCK & CO INC | 45.4K | $5.5M | $5.9M | 2.56% | -225 | 2026-03-31 |
| 12 | AMD | ADVANCED MICRO DEVICES INC | 22.3K | $4.5M | $10.6M | 4.60% | -360 | 2026-03-31 |
| 13 | XOM | EXXON MOBIL CORP | 25.4K | $4.3M | $3.9M | 1.71% | -33 | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 25.4K | $4.3M | $3.9M | 1.71% | -33 | 2026-03-31 |
| 15 | T | AT&T INC | 131.7K | $3.8M | $3.1M | 1.33% | +5.4K | 2026-03-31 |
| 16 | PG | PROCTER & GAMBLE CO | 26.1K | $3.8M | $3.8M | 1.64% | -413 | 2026-03-31 |
| 17 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 11.1K | $3.7M | $4.5M | 1.94% | -257 | 2026-03-31 |
| 18 | VZ | VERIZON COMMUNICATIONS INC | 69.6K | $3.5M | $3.3M | 1.41% | +1.6K | 2026-03-31 |
| 19 | MCD | MCDONALDS CORP | 10.7K | $3.3M | $2.9M | 1.25% | +58 | 2026-03-31 |
| 20 | CVX | CHEVRON CORPORATION | 15.4K | $3.2M | $3.0M | 1.32% | -92 | 2026-03-31 |
| 21 | SCHW | SCHWAB CHARLES CORP | 32.4K | $3.0M | $3.4M | 1.48% | -283 | 2026-03-31 |
| 22 | IBIT | ISHARES BITCOIN TRUST ETF | 71.4K | $2.7M | $2.5M | 1.10% | +14.9K | 2026-03-31 |
| 23 | TSLA | TESLA INC | 7.0K | $2.6M | $2.2M | 0.94% | +59 | 2026-03-31 |
| 24 | PLTR | PALANTIR TECHNOLOGIES INC | 17.7K | $2.6M | $2.2M | 0.94% | +1.2K | 2026-03-31 |
| 25 | PEP | PEPSICO INC | 15.7K | $2.4M | $2.2M | 0.95% | -3,311 | 2026-03-31 |
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