Sponsored

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

Currently, Finer Wealth Management, Inc. holds 88 types of securities in its portfolio with a total value $223.8M. In the most recent quarter, they have increased their positions in N/A (+2.4K shares, valued at $408.0K), IBIT (+11.4K shares, valued at $379.1K), N/A (+312 shares, valued at $291.9K); decreased their positions in MU (-817 shares, valued at $943.2K), LLY (-580 shares, valued at $695.7K), AAPL (-1.8K shares, valued at $528.7K); initiated new positions in N/A (+2.4K shares, valued at $408.0K), PANW (+785 shares, valued at $267.7K), IYW (+984 shares, valued at $248.2K).

1M P&L

+382.6K+0.21%

3M P&L

+7.0M+4.07%

HY P&L

+32.4M+22.03%

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

1Semiconductors39.5M

20.6%

2Drug Manufacturers - General22.5M

11.8%

3Consumer Electronics19.2M

10.1%

Top Industries by Stock Count

1N/A15 stocks

22.4%

2Semiconductors7 stocks

10.4%

3Drug Manufacturers - General5 stocks

7.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC66.5K shares-2.67%2026-06-302026-08-03

NVDA NVIDIA CORPORATION81.6K shares-1.40%2026-06-302026-08-03

LLY ELI LILLY & CO12.6K shares-4.40%2026-06-302026-08-03

AMD ADVANCED MICRO DEVICES INC22.0K shares-1.31%2026-06-302026-08-03

GOOGL ALPHABET INC34.8K shares-2.64%2026-06-302026-08-03

MSFT MICROSOFT CORP32.1K shares-0.30%2026-06-302026-08-03

CAT CATERPILLAR INC9.8K shares-1.44%2026-06-302026-08-03

AMZN AMAZON COM INC43.8K shares-1.29%2026-06-302026-08-03

Sponsored

META PLATFORMS INC META PLATFORMS INC13.5K shares-2.23%2026-06-302026-08-03

JPMORGAN CHASE & CO JPMORGAN CHASE & CO21.4K shares0.85%2026-06-302026-08-03

MRK MERCK & CO INC45.4K shares0.03%2026-06-302026-08-03

WMT WALMART INC48.7K shares-0.95%2026-06-302026-08-03

TSM TAIWAN SEMICONDUCTOR MANUFAC11.1K shares0.23%2026-06-302026-08-03

PG PROCTER & GAMBLE CO26.8K shares2.57%2026-06-302026-08-03

EXXON MOBIL CORP EXXON MOBIL CORP25.4K shares0.03%2026-06-302026-08-03

ASML ASML HLDG NV1.6K shares1.54%2026-06-302026-08-03

Sponsored

TSLA TESLA INC7.3K shares4.15%2026-06-302026-08-03

VZ VERIZON COMMUNICATIONS INC71.2K shares2.25%2026-06-302026-08-03

SCHW SCHWAB CHARLES CORP32.7K shares0.76%2026-06-302026-08-03

MCD MCDONALDS CORP10.8K shares1.28%2026-06-302026-08-03

T AT&T INC135.6K shares2.96%2026-06-302026-08-03

IBIT ISHARES BITCOIN TRUST ETF82.8K shares15.96%2026-06-302026-08-03

CVX CHEVRON CORPORATION15.3K shares-0.69%2026-06-302026-08-03

KO COCA COLA CO27.6K shares0.00%2026-06-302026-08-03

Sponsored

MU MICRON TECHNOLOGY INC1.9K shares-29.59%2026-06-302026-08-03

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC18.9K shares6.92%2026-06-302026-08-03

MO ALTRIA GROUP INC29.4K shares12.43%2026-06-302026-08-03

GOOG ALPHABET INC5.9K shares2.70%2026-06-302026-08-03

INTC INTEL CORP14.8K shares-9.52%2026-06-302026-08-03

GLD SPDR GOLD TR5.4K shares9.91%2026-06-302026-08-03

CISCO SYS INC CISCO SYS INC16.3K shares0.00%2026-06-302026-08-03

PEP PEPSICO INC13.8K shares-11.94%2026-06-302026-08-03

Sponsored

RTX CORPORATION RTX CORPORATION9.1K shares19.03%2026-06-302026-08-03

EIRL ISHARES TR20.8K shares1.17%2026-06-302026-08-03

LQD ISHARES TR12.9K shares0.00%2026-06-302026-08-03

BROADCOM INC BROADCOM INC3.6K shares-11.25%2026-06-302026-08-03

CRM SALESFORCE INC8.4K shares-21.91%2026-06-302026-08-03

IBB ISHARES TR6.7K shares-15.59%2026-06-302026-08-03

SHY ISHARES TR14.8K shares-14.46%2026-06-302026-08-03

BTI BRITISH AMERN TOB PLC16.6K shares1.83%2026-06-302026-08-03

Sponsored

JNJ JOHNSON & JOHNSON4.0K shares-0.69%2026-06-302026-08-03

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.1K shares40.63%2026-06-302026-08-03

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.3K shares0.76%2026-06-302026-08-03

GBTC GRAYSCALE BITCOIN TRUST ETF21.8K shares0.00%2026-06-302026-08-03

LMT LOCKHEED MARTIN CORP1.9K shares-11.17%2026-06-302026-08-03

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.2K shares-0.87%2026-06-302026-08-03

XEL XCEL ENERGY INC10.9K shares0.00%2026-06-302026-08-03

BAC BANK OF AMER CORP14.5K shares-7.46%2026-06-302026-08-03

Sponsored

DE DEERE & CO1.1K shares-10.76%2026-06-302026-08-03

CMS CMS ENERGY CORP9.0K shares0.00%2026-06-302026-08-03

GS GOLDMAN SACHS GROUP INC671 shares-0.59%2026-06-302026-08-03

SLV ISHARES SILVER TR12.6K shares1.35%2026-06-302026-08-03

ES EVERSOURCE ENERGY9.2K shares3.98%2026-06-302026-08-03

ABBVIE INC ABBVIE INC2.4K shares3.97%2026-06-302026-08-03

ETHE GRAYSCALE ETHEREUM STAKING E46.2K shares6.02%2026-06-302026-08-03

STRATEGY INC STRATEGY INC6.0K shares0.42%2026-06-302026-08-03

Sponsored

ISHARES TR ISHARES TR680 shares0.15%2026-06-302026-08-03

CENTERPOINT ENERGY INC CENTERPOINT ENERGY INC11.1K shares0.00%2026-06-302026-08-03

SCHA SCHWAB STRATEGIC TR13.4K shares-13.60%2026-06-302026-08-03

VIG VANGUARD SPECIALIZED FUNDS2.0K shares0.00%2026-06-302026-08-03

TXN TEXAS INSTRS INC1.5K shares-21.82%2026-06-302026-08-03

HD HOME DEPOT INC1.3K shares0.31%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY INC DEL856 shares0.00%2026-06-302026-08-03

SCHG SCHWAB STRATEGIC TR12.4K shares1.51%2026-06-302026-08-03

Sponsored

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP2.4K sharesnew addition2026-06-302026-08-03

KHC KRAFT HEINZ CO15.6K shares7.10%2026-06-302026-08-03

WISEKEY INTERNATIONAL HLDS L WISEKEY INTERNATIONAL HLDS L49.5K shares0.00%2026-06-302026-08-03

ET ENERGY TRANSFER L P18.7K shares-25.05%2026-06-302026-08-03

NETFLIX INC. NETFLIX INC.5.0K shares-2.81%2026-06-302026-08-03

SCCO SOUTHERN COPPER CORP1.9K shares0.21%2026-06-302026-08-03

SOUTHERN CO SOUTHERN CO3.4K shares0.33%2026-06-302026-08-03

LAES SEALSQ CORP100.5K shares0.00%2026-06-302026-08-03

Sponsored

F FORD MTR CO21.4K shares55.92%2026-06-302026-08-03

DIS DISNEY WALT CO3.1K shares-4.82%2026-06-302026-08-03

APD AIR PRODUCTS AND CHEMICALS I994 shares-0.20%2026-06-302026-08-03

BMY BRISTOL-MYERS SQUIBB CO5.0K shares0.10%2026-06-302026-08-03

PFE PFIZER INC11.9K shares5.81%2026-06-302026-08-03

IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.00%2026-06-302026-08-03

PANW PALO ALTO NETWORKS INC785 sharesnew addition2026-06-302026-08-03

WFC WELLS FARGO & CO3.2K shares0.00%2026-06-302026-08-03

Sponsored

SCHD SCHWAB STRATEGIC TR8.2K shares-0.99%2026-06-302026-08-03

USO UNITED STS OIL FD LP2.4K shares-7.64%2026-06-302026-08-03

IYW ISHARES TR984 sharesnew addition2026-06-302026-08-03

VISA INC VISA INC685 shares-9.15%2026-06-302026-08-03

APPLIED MATLS INC APPLIED MATLS INC321 sharesnew addition2026-06-302026-08-03

PM PHILIP MORRIS INTL INC1.3K shares0.00%2026-06-302026-08-03

SPDR SERIES TRUST SPDR SERIES TRUST2.5K sharesnew addition2026-06-302026-08-03

UAMY UNITED STATES ANTIMONY CORP16.7K shares3.16%2026-06-302026-08-03

Sponsored

AAPL

APPLE INC

-2.67%

Shares66.5K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

-1.40%

Shares81.6K

Event2026-06-30

Filed2026-08-03

LLY

ELI LILLY & CO

-4.40%

Shares12.6K

Event2026-06-30

Filed2026-08-03

AMD

ADVANCED MICRO DEVICES INC

-1.31%

Shares22.0K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

-2.64%

Shares34.8K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

-0.30%

Shares32.1K

Event2026-06-30

Filed2026-08-03

CAT

CATERPILLAR INC

-1.44%

Shares9.8K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

-1.29%

Shares43.8K

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

-2.23%

Shares13.5K

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO

0.85%

Shares21.4K

Event2026-06-30

Filed2026-08-03

MRK

MERCK & CO INC

0.03%

Shares45.4K

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC

-0.95%

Shares48.7K

Event2026-06-30

Filed2026-08-03

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.23%

Shares11.1K

Event2026-06-30

Filed2026-08-03

PROCTER & GAMBLE CO

2.57%

Shares26.8K

Event2026-06-30

Filed2026-08-03

EXXON MOBIL CORP

0.03%

Shares25.4K

Event2026-06-30

Filed2026-08-03

ASML

ASML HLDG NV

1.54%

Shares1.6K

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

4.15%

Shares7.3K

Event2026-06-30

Filed2026-08-03

VERIZON COMMUNICATIONS INC

2.25%

Shares71.2K

Event2026-06-30

Filed2026-08-03

SCHW

SCHWAB CHARLES CORP

0.76%

Shares32.7K

Event2026-06-30

Filed2026-08-03

MCD

MCDONALDS CORP

1.28%

Shares10.8K

Event2026-06-30

Filed2026-08-03

AT&T INC

2.96%

Shares135.6K

Event2026-06-30

Filed2026-08-03

IBIT

ISHARES BITCOIN TRUST ETF

15.96%

Shares82.8K

Event2026-06-30

Filed2026-08-03

CVX

CHEVRON CORPORATION

-0.69%

Shares15.3K

Event2026-06-30

Filed2026-08-03

COCA COLA CO

0.00%

Shares27.6K

Event2026-06-30

Filed2026-08-03

MICRON TECHNOLOGY INC

-29.59%

Shares1.9K

Event2026-06-30

Filed2026-08-03

PALANTIR TECHNOLOGIES INC

6.92%

Shares18.9K

Event2026-06-30

Filed2026-08-03

ALTRIA GROUP INC

12.43%

Shares29.4K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

2.70%

Shares5.9K

Event2026-06-30

Filed2026-08-03

INTC

INTEL CORP

-9.52%

Shares14.8K

Event2026-06-30

Filed2026-08-03

GLD

SPDR GOLD TR

9.91%

Shares5.4K

Event2026-06-30

Filed2026-08-03

CISCO SYS INC

0.00%

Shares16.3K

Event2026-06-30

Filed2026-08-03

PEP

PEPSICO INC

-11.94%

Shares13.8K

Event2026-06-30

Filed2026-08-03

RTX CORPORATION

19.03%

Shares9.1K

Event2026-06-30

Filed2026-08-03

EIRL

ISHARES TR

1.17%

Shares20.8K

Event2026-06-30

Filed2026-08-03

LQD

ISHARES TR

0.00%

Shares12.9K

Event2026-06-30

Filed2026-08-03

BROADCOM INC

-11.25%

Shares3.6K

Event2026-06-30

Filed2026-08-03

CRM

SALESFORCE INC

-21.91%

Shares8.4K

Event2026-06-30

Filed2026-08-03

IBB

ISHARES TR

-15.59%

Shares6.7K

Event2026-06-30

Filed2026-08-03

SHY

ISHARES TR

-14.46%

Shares14.8K

Event2026-06-30

Filed2026-08-03

BTI

BRITISH AMERN TOB PLC

1.83%

Shares16.6K

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

-0.69%

Shares4.0K

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION

40.63%

Shares1.1K

Event2026-06-30

Filed2026-08-03

STATE STR SPDR S&P 500 ETF T

0.76%

Shares1.3K

Event2026-06-30

Filed2026-08-03

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares21.8K

Event2026-06-30

Filed2026-08-03

LMT

LOCKHEED MARTIN CORP

-11.17%

Shares1.9K

Event2026-06-30

Filed2026-08-03

UNITEDHEALTH GROUP INC

-0.87%

Shares2.2K

Event2026-06-30

Filed2026-08-03

XEL

XCEL ENERGY INC

0.00%

Shares10.9K

Event2026-06-30

Filed2026-08-03

BAC

BANK OF AMER CORP

-7.46%

Shares14.5K

Event2026-06-30

Filed2026-08-03

DEERE & CO

-10.76%

Shares1.1K

Event2026-06-30

Filed2026-08-03

CMS

CMS ENERGY CORP

0.00%

Shares9.0K

Event2026-06-30

Filed2026-08-03

GOLDMAN SACHS GROUP INC

-0.59%

Shares671

Event2026-06-30

Filed2026-08-03

SLV

ISHARES SILVER TR

1.35%

Shares12.6K

Event2026-06-30

Filed2026-08-03

EVERSOURCE ENERGY

3.98%

Shares9.2K

Event2026-06-30

Filed2026-08-03

ABBVIE INC

3.97%

Shares2.4K

Event2026-06-30

Filed2026-08-03

ETHE

GRAYSCALE ETHEREUM STAKING E

6.02%

Shares46.2K

Event2026-06-30

Filed2026-08-03

STRATEGY INC

0.42%

Shares6.0K

Event2026-06-30

Filed2026-08-03

ISHARES TR

0.15%

Shares680

Event2026-06-30

Filed2026-08-03

CENTERPOINT ENERGY INC

0.00%

Shares11.1K

Event2026-06-30

Filed2026-08-03

SCHA

SCHWAB STRATEGIC TR

-13.60%

Shares13.4K

Event2026-06-30

Filed2026-08-03

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-03

TXN

TEXAS INSTRS INC

-21.82%

Shares1.5K

Event2026-06-30

Filed2026-08-03

HOME DEPOT INC

0.31%

Shares1.3K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares856

Event2026-06-30

Filed2026-08-03

SCHG

SCHWAB STRATEGIC TR

1.51%

Shares12.4K

Event2026-06-30

Filed2026-08-03

SPACE EXPLORATION TECHN CORP

New

Shares2.4K

Event2026-06-30

Filed2026-08-03

KHC

KRAFT HEINZ CO

7.10%

Shares15.6K

Event2026-06-30

Filed2026-08-03

WISEKEY INTERNATIONAL HLDS L

0.00%

Shares49.5K

Event2026-06-30

Filed2026-08-03

ENERGY TRANSFER L P

-25.05%

Shares18.7K

Event2026-06-30

Filed2026-08-03

NETFLIX INC.

-2.81%

Shares5.0K

Event2026-06-30

Filed2026-08-03

SCCO

SOUTHERN COPPER CORP

0.21%

Shares1.9K

Event2026-06-30

Filed2026-08-03

SOUTHERN CO

0.33%

Shares3.4K

Event2026-06-30

Filed2026-08-03

LAES

SEALSQ CORP

0.00%

Shares100.5K

Event2026-06-30

Filed2026-08-03

FORD MTR CO

55.92%

Shares21.4K

Event2026-06-30

Filed2026-08-03

DIS

DISNEY WALT CO

-4.82%

Shares3.1K

Event2026-06-30

Filed2026-08-03

APD

AIR PRODUCTS AND CHEMICALS I

-0.20%

Shares994

Event2026-06-30

Filed2026-08-03

BMY

BRISTOL-MYERS SQUIBB CO

0.10%

Shares5.0K

Event2026-06-30

Filed2026-08-03

PFE

PFIZER INC

5.81%

Shares11.9K

Event2026-06-30

Filed2026-08-03

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-03

PANW

PALO ALTO NETWORKS INC

New

Shares785

Event2026-06-30

Filed2026-08-03

WFC

WELLS FARGO & CO

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-03

SCHD

SCHWAB STRATEGIC TR

-0.99%

Shares8.2K

Event2026-06-30

Filed2026-08-03

USO

UNITED STS OIL FD LP

-7.64%

Shares2.4K

Event2026-06-30

Filed2026-08-03

IYW

ISHARES TR

New

Shares984

Event2026-06-30

Filed2026-08-03

VISA INC

-9.15%

Shares685

Event2026-06-30

Filed2026-08-03

APPLIED MATLS INC

New

Shares321

Event2026-06-30

Filed2026-08-03

PHILIP MORRIS INTL INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-03

SPDR SERIES TRUST

New

Shares2.5K

Event2026-06-30

Filed2026-08-03

UAMY

UNITED STATES ANTIMONY CORP

3.16%

Shares16.7K

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available