Sponsored

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

Currently, Finer Wealth Management, Inc. holds 86 types of securities in its portfolio with a total value $198.2M. In the most recent quarter, they have increased their positions in EIRL (+20.6K shares, valued at $1.4M), IBIT (+14.9K shares, valued at $574.3K), COST (+457 shares, valued at $455.4K); decreased their positions in MSTR (-10.0K shares, valued at $1.3M), PEP (-3.3K shares, valued at $514.2K), CRM (-2.6K shares, valued at $492.0K); initiated new positions in EIRL (+20.6K shares, valued at $1.4M), N/A (+856 shares, valued at $410.2K), USO (+2.6K shares, valued at $324.9K).

1M P&L

+12.5M+6.63%

3M P&L

+18.4M+10.10%

HY P&L

+23.2M+13.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors26.2M

14.1%

2Consumer Electronics18.7M

10.1%

3Software - Infrastructure18.6M

10.0%

Top Industries by Stock Count

1N/A15 stocks

20.0%

2Semiconductors7 stocks

9.3%

3Drug Manufacturers - General5 stocks

6.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC68.3K shares-0.89%2026-03-312026-05-12

NVDA NVIDIA CORPORATION82.8K shares-1.28%2026-03-312026-05-12

LLY ELI LILLY & CO13.2K shares-3.23%2026-03-312026-05-12

MSFT MICROSOFT CORP32.2K shares-0.81%2026-03-312026-05-12

ALPHABET INC ALPHABET INC35.8K shares-2.89%2026-03-312026-05-12

AMZN AMAZON COM INC44.3K shares-1.18%2026-03-312026-05-12

META META PLATFORMS INC13.8K shares0.04%2026-03-312026-05-12

CAT CATERPILLAR INC10.0K shares-0.80%2026-03-312026-05-12

Sponsored

JPM JPMORGAN CHASE & CO21.2K shares-1.94%2026-03-312026-05-12

WMT WALMART INC49.2K shares-1.06%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC45.4K shares-0.49%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC22.3K shares-1.59%2026-03-312026-05-12

XOM EXXON MOBIL CORP25.4K shares-0.13%2026-03-312026-05-12

T AT&T INC131.7K shares4.29%2026-03-312026-05-12

PG PROCTER & GAMBLE CO26.1K shares-1.56%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFAC11.1K shares-2.27%2026-03-312026-05-12

Sponsored

VZ VERIZON COMMUNICATIONS INC69.6K shares2.28%2026-03-312026-05-12

MCD MCDONALDS CORP10.7K shares0.55%2026-03-312026-05-12

CVX CHEVRON CORPORATION15.4K shares-0.59%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP32.4K shares-0.87%2026-03-312026-05-12

IBIT ISHARES BITCOIN TRUST ETF71.4K shares26.49%2026-03-312026-05-12

TSLA TESLA INC7.0K shares0.85%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC17.7K shares7.09%2026-03-312026-05-12

PEP PEPSICO INC15.7K shares-17.45%2026-03-312026-05-12

Sponsored

ASML ASML HLDG NV1.6K shares-4.19%2026-03-312026-05-12

GLD SPDR GOLD TR4.9K shares5.08%2026-03-312026-05-12

KO COCA COLA CO27.6K shares3.64%2026-03-312026-05-12

CRM SALESFORCE INC10.7K shares-19.71%2026-03-312026-05-12

MO ALTRIA GROUP INC26.1K shares25.83%2026-03-312026-05-12

ALPHABET INC ALPHABET INC5.7K shares6.57%2026-03-312026-05-12

RTX RTX CORPORATION7.6K shares34.44%2026-03-312026-05-12

SHY ISHARES TR17.3K shares-14.89%2026-03-312026-05-12

Sponsored

EIRL ISHARES TR20.6K sharesnew addition2026-03-312026-05-12

LQD ISHARES TR12.9K shares-0.05%2026-03-312026-05-12

IBB ISHARES TR8.0K shares-20.70%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP2.1K shares-11.30%2026-03-312026-05-12

BROADCOM INC BROADCOM INC4.1K shares0.79%2026-03-312026-05-12

CSCO CISCO SYS INC16.3K shares0.00%2026-03-312026-05-12

GBTC GRAYSCALE BITCOIN TRUST ETF21.8K shares-21.89%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON4.0K shares-0.20%2026-03-312026-05-12

Sponsored

BTI BRITISH AMERN TOB PLC16.4K shares5.27%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC2.8K shares0.00%2026-03-312026-05-12

XEL XCEL ENERGY INC10.9K shares0.00%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T1.3K shares-0.60%2026-03-312026-05-12

SLV ISHARES SILVER TR12.4K shares12.72%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION768 shares146.95%2026-03-312026-05-12

BAC BANK AMERICA CORP15.7K shares-4.11%2026-03-312026-05-12

ETHE GRAYSCALE ETHEREUM STAKING E43.6K shares13.17%2026-03-312026-05-12

Sponsored

MSTR STRATEGY INC5.9K shares-62.82%2026-03-312026-05-12

INTC INTEL CORP16.3K shares-3.98%2026-03-312026-05-12

CMS CMS ENERGY CORP9.0K shares0.00%2026-03-312026-05-12

DE DEERE & CO1.2K shares-0.33%2026-03-312026-05-12

ES EVERSOURCE ENERGY8.8K shares1.71%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC2.2K shares15.47%2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC675 shares-1.17%2026-03-312026-05-12

ABBV ABBVIE INC2.3K shares0.39%2026-03-312026-05-12

Sponsored

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET16.7K shares140.94%2026-03-312026-05-12

NFLX NETFLIX INC.5.1K shares-1.59%2026-03-312026-05-12

ET ENERGY TRANSFER L P24.9K shares-12.30%2026-03-312026-05-12

CNP CENTERPOINT ENERGY INC11.1K shares0.01%2026-03-312026-05-12

SCHA SCHWAB STRATEGIC TR15.5K shares-25.81%2026-03-312026-05-12

IVV ISHARES TR679 shares-2.02%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS2.0K shares0.00%2026-03-312026-05-12

HD HOME DEPOT INC1.3K shares-3.34%2026-03-312026-05-12

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL856 sharesnew addition2026-03-312026-05-12

TXN TEXAS INSTRS INC1.9K shares-29.19%2026-03-312026-05-12

SCHG SCHWAB STRATEGIC TR12.3K shares-2.40%2026-03-312026-05-12

KHC KRAFT HEINZ CO14.6K shares-28.47%2026-03-312026-05-12

SO SOUTHERN CO3.4K shares28.91%2026-03-312026-05-12

USO UNITED STS OIL FD LP2.6K sharesnew addition2026-03-312026-05-12

SCCO SOUTHERN COPPER CORP1.9K sharesnew addition2026-03-312026-05-12

PFE PFIZER INC11.2K shares39.63%2026-03-312026-05-12

Sponsored

DIS DISNEY WALT CO3.2K shares14.26%2026-03-312026-05-12

WISEKEY INTERNATIONAL HLDS L WISEKEY INTERNATIONAL HLDS L49.5K shares0.00%2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB CO5.0K shares-7.54%2026-03-312026-05-12

APD AIR PRODUCTS AND CHEMICALS I996 shares-1.39%2026-03-312026-05-12

LAES SEALSQ CORP100.5K shares0.00%2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR8.3K shares2.88%2026-03-312026-05-12

WFC WELLS FARGO & CO3.2K shares-1.33%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.00%2026-03-312026-05-12

Sponsored

CANARY CAPITAL GROUP LLX CANARY CAPITAL GROUP LLX20.0K shares-0.50%2026-03-312026-05-12

V VISA INC754 shares0.00%2026-03-312026-05-12

ISRG INTUITIVE SURGICAL INC466 shares0.00%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC1.3K shares0.00%2026-03-312026-05-12

F FORD MTR CO13.7K sharesnew addition2026-03-312026-05-12

UAMY UNITED STATES ANTIMONY CORP16.2K shares0.00%2026-03-312026-05-12

AAPL

APPLE INC

-0.89%

Shares68.3K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-1.28%

Shares82.8K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

-3.23%

Shares13.2K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-0.81%

Shares32.2K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-2.89%

Shares35.8K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-1.18%

Shares44.3K

Event2026-03-31

Filed2026-05-12

META

META PLATFORMS INC

0.04%

Shares13.8K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

-0.80%

Shares10.0K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

-1.94%

Shares21.2K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

-1.06%

Shares49.2K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

-0.49%

Shares45.4K

Event2026-03-31

Filed2026-05-12

AMD

ADVANCED MICRO DEVICES INC

-1.59%

Shares22.3K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

-0.13%

Shares25.4K

Event2026-03-31

Filed2026-05-12

AT&T INC

4.29%

Shares131.7K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

-1.56%

Shares26.1K

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-2.27%

Shares11.1K

Event2026-03-31

Filed2026-05-12

VERIZON COMMUNICATIONS INC

2.28%

Shares69.6K

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP

0.55%

Shares10.7K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

-0.59%

Shares15.4K

Event2026-03-31

Filed2026-05-12

SCHW

SCHWAB CHARLES CORP

-0.87%

Shares32.4K

Event2026-03-31

Filed2026-05-12

IBIT

ISHARES BITCOIN TRUST ETF

26.49%

Shares71.4K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

0.85%

Shares7.0K

Event2026-03-31

Filed2026-05-12

PLTR

PALANTIR TECHNOLOGIES INC

7.09%

Shares17.7K

Event2026-03-31

Filed2026-05-12

PEP

PEPSICO INC

-17.45%

Shares15.7K

Event2026-03-31

Filed2026-05-12

ASML

ASML HLDG NV

-4.19%

Shares1.6K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

5.08%

Shares4.9K

Event2026-03-31

Filed2026-05-12

COCA COLA CO

3.64%

Shares27.6K

Event2026-03-31

Filed2026-05-12

CRM

SALESFORCE INC

-19.71%

Shares10.7K

Event2026-03-31

Filed2026-05-12

ALTRIA GROUP INC

25.83%

Shares26.1K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

6.57%

Shares5.7K

Event2026-03-31

Filed2026-05-12

RTX

RTX CORPORATION

34.44%

Shares7.6K

Event2026-03-31

Filed2026-05-12

SHY

ISHARES TR

-14.89%

Shares17.3K

Event2026-03-31

Filed2026-05-12

EIRL

ISHARES TR

New

Shares20.6K

Event2026-03-31

Filed2026-05-12

LQD

ISHARES TR

-0.05%

Shares12.9K

Event2026-03-31

Filed2026-05-12

IBB

ISHARES TR

-20.70%

Shares8.0K

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP

-11.30%

Shares2.1K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

0.79%

Shares4.1K

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYS INC

0.00%

Shares16.3K

Event2026-03-31

Filed2026-05-12

GBTC

GRAYSCALE BITCOIN TRUST ETF

-21.89%

Shares21.8K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

-0.20%

Shares4.0K

Event2026-03-31

Filed2026-05-12

BTI

BRITISH AMERN TOB PLC

5.27%

Shares16.4K

Event2026-03-31

Filed2026-05-12

MICRON TECHNOLOGY INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-12

XEL

XCEL ENERGY INC

0.00%

Shares10.9K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-0.60%

Shares1.3K

Event2026-03-31

Filed2026-05-12

SLV

ISHARES SILVER TR

12.72%

Shares12.4K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

146.95%

Shares768

Event2026-03-31

Filed2026-05-12

BAC

BANK AMERICA CORP

-4.11%

Shares15.7K

Event2026-03-31

Filed2026-05-12

ETHE

GRAYSCALE ETHEREUM STAKING E

13.17%

Shares43.6K

Event2026-03-31

Filed2026-05-12

MSTR

STRATEGY INC

-62.82%

Shares5.9K

Event2026-03-31

Filed2026-05-12

INTC

INTEL CORP

-3.98%

Shares16.3K

Event2026-03-31

Filed2026-05-12

CMS

CMS ENERGY CORP

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-12

DEERE & CO

-0.33%

Shares1.2K

Event2026-03-31

Filed2026-05-12

EVERSOURCE ENERGY

1.71%

Shares8.8K

Event2026-03-31

Filed2026-05-12

UNH

UNITEDHEALTH GROUP INC

15.47%

Shares2.2K

Event2026-03-31

Filed2026-05-12

GOLDMAN SACHS GROUP INC

-1.17%

Shares675

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

0.39%

Shares2.3K

Event2026-03-31

Filed2026-05-12

GRAYSCALE BITCOIN MINI TR ET

140.94%

Shares16.7K

Event2026-03-31

Filed2026-05-12

NFLX

NETFLIX INC.

-1.59%

Shares5.1K

Event2026-03-31

Filed2026-05-12

ENERGY TRANSFER L P

-12.30%

Shares24.9K

Event2026-03-31

Filed2026-05-12

CNP

CENTERPOINT ENERGY INC

0.01%

Shares11.1K

Event2026-03-31

Filed2026-05-12

SCHA

SCHWAB STRATEGIC TR

-25.81%

Shares15.5K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

-2.02%

Shares679

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

-3.34%

Shares1.3K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

New

Shares856

Event2026-03-31

Filed2026-05-12

TXN

TEXAS INSTRS INC

-29.19%

Shares1.9K

Event2026-03-31

Filed2026-05-12

SCHG

SCHWAB STRATEGIC TR

-2.40%

Shares12.3K

Event2026-03-31

Filed2026-05-12

KHC

KRAFT HEINZ CO

-28.47%

Shares14.6K

Event2026-03-31

Filed2026-05-12

SOUTHERN CO

28.91%

Shares3.4K

Event2026-03-31

Filed2026-05-12

USO

UNITED STS OIL FD LP

New

Shares2.6K

Event2026-03-31

Filed2026-05-12

SCCO

SOUTHERN COPPER CORP

New

Shares1.9K

Event2026-03-31

Filed2026-05-12

PFE

PFIZER INC

39.63%

Shares11.2K

Event2026-03-31

Filed2026-05-12

DIS

DISNEY WALT CO

14.26%

Shares3.2K

Event2026-03-31

Filed2026-05-12

WISEKEY INTERNATIONAL HLDS L

0.00%

Shares49.5K

Event2026-03-31

Filed2026-05-12

BMY

BRISTOL-MYERS SQUIBB CO

-7.54%

Shares5.0K

Event2026-03-31

Filed2026-05-12

APD

AIR PRODUCTS AND CHEMICALS I

-1.39%

Shares996

Event2026-03-31

Filed2026-05-12

LAES

SEALSQ CORP

0.00%

Shares100.5K

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

2.88%

Shares8.3K

Event2026-03-31

Filed2026-05-12

WFC

WELLS FARGO & CO

-1.33%

Shares3.2K

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-12

CANARY CAPITAL GROUP LLX

-0.50%

Shares20.0K

Event2026-03-31

Filed2026-05-12

VISA INC

0.00%

Shares754

Event2026-03-31

Filed2026-05-12

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares466

Event2026-03-31

Filed2026-05-12

PHILIP MORRIS INTL INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-12

FORD MTR CO

New

Shares13.7K

Event2026-03-31

Filed2026-05-12

UAMY

UNITED STATES ANTIMONY CORP

0.00%

Shares16.2K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

MSTR Call CallSTRATEGY INC10.0K sharesnew addition2026-03-312026-05-12

MSTR Call

STRATEGY INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-12

Put Option Holdings

No put option holdings data available