The Analysis of Finer Wealth Management, Inc.'s Holdings
Currently, Finer Wealth Management, Inc. holds 86 types of securities in its portfolio with a total value $200.7M. In the most recent quarter, they have increased their positions in PLTR (+3.0K shares, valued at $548.9K), IBIT (+5.0K shares, valued at $322.1K), TSLA (+619 shares, valued at $275.3K); decreased their positions in BMY (-4.6K shares, valued at $207.1K), KHC (-6.2K shares, valued at $161.1K), KMB (-1.2K shares, valued at $155.1K); initiated new positions in ETH (+6.7K shares, valued at $262.7K), ABBV (+1.0K shares, valued at $236.6K), PFE (+8.1K shares, valued at $205.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC68.2K shares1.07%2025-09-302025-11-04
NVDA NVIDIA CORPORATION85.5K shares-0.34%2025-09-302025-11-04 MSFT MICROSOFT CORP29.6K shares0.27%2025-09-302025-11-04 LLY ELI LILLY & CO14.4K shares-1.06%2025-09-302025-11-04 META META PLATFORMS INC13.7K shares-0.15%2025-09-302025-11-04 AMZN AMAZON COM INC44.1K shares0.28%2025-09-302025-11-04 GOOGL ALPHABET INC36.8K shares-0.29%2025-09-302025-11-04 MSTR STRATEGY INC22.2K shares0.00%2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.21.2K shares0.31%2025-09-302025-11-04 WMT WALMART INC48.8K shares-0.30%2025-09-302025-11-04 CAT CATERPILLAR INC10.2K shares1.21%2025-09-302025-11-04 PG PROCTER AND GAMBLE CO25.3K shares1.61%2025-09-302025-11-04 MRK MERCK & CO INC43.8K shares2.51%2025-09-302025-11-04 T AT&T INC129.4K shares-2.25%2025-09-302025-11-04 AMD ADVANCED MICRO DEVICES INC22.6K shares3.25%2025-09-302025-11-04 TSM TAIWAN SEMICONDUCTOR MFG LTD11.6K shares-1.29%2025-09-302025-11-04 VZ VERIZON COMMUNICATIONS INC69.9K shares-2.09%2025-09-302025-11-04 SCHW SCHWAB CHARLES CORP32.0K shares0.20%2025-09-302025-11-04 ET ENERGY TRANSFER L P176.9K shares-4.07%2025-09-302025-11-04 MCD MCDONALDS CORP10.0K shares3.82%2025-09-302025-11-04 CRM SALESFORCE INC12.7K shares2.56%2025-09-302025-11-04 IBIT ISHARES BITCOIN TRUST ETF44.6K shares12.49%2025-09-302025-11-04 XOM EXXON MOBIL CORP25.1K shares-1.28%2025-09-302025-11-04 TSLA TESLA INC6.1K shares11.26%2025-09-302025-11-04 PLTR PALANTIR TECHNOLOGIES INC14.1K shares27.04%2025-09-302025-11-04 GBTC GRAYSCALE BITCOIN TRUST ETF28.7K shares0.00%2025-09-302025-11-04 PEP PEPSICO INC17.9K shares2.66%2025-09-302025-11-04 CVX CHEVRON CORP NEW15.6K shares-1.13%2025-09-302025-11-04 LMT LOCKHEED MARTIN CORP3.7K shares-1.81%2025-09-302025-11-04 KO COCA COLA CO26.7K shares0.00%2025-09-302025-11-04 ASML ASML HOLDING N V1.7K shares0.00%2025-09-302025-11-04 SUN SUNOCO LP/SUNOCO FIN CORP30.8K shares-6.56%2025-09-302025-11-04 GOOG ALPHABET INC5.7K shares-0.32%2025-09-302025-11-04 MO ALTRIA GROUP INC20.8K shares-3.09%2025-09-302025-11-04 IBB ISHARES TR9.4K shares2.68%2025-09-302025-11-04 GLD SPDR GOLD TR3.6K shares3.40%2025-09-302025-11-04 AVGO BROADCOM INC3.7K shares0.03%2025-09-302025-11-04 CSCO CISCO SYS INC16.0K shares0.00%2025-09-302025-11-04 RTX RTX CORPORATION5.7K shares-2.21%2025-09-302025-11-04 ETHE GRAYSCALE ETHEREUM TRUST ETF27.5K shares12.77%2025-09-302025-11-04 KHC KRAFT HEINZ CO34.9K shares-15.05%2025-09-302025-11-04 BAC BANK AMERICA CORP17.2K shares-10.87%2025-09-302025-11-04 TXN TEXAS INSTRS INC4.8K shares-9.28%2025-09-302025-11-04 XEL XCEL ENERGY INC10.9K shares0.00%2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR1.3K shares-1.71%2025-09-302025-11-04 SCHA SCHWAB STRATEGIC TR30.0K shares-14.98%2025-09-302025-11-04 BTI BRITISH AMERN TOB PLC15.6K shares-1.66%2025-09-302025-11-04 JNJ JOHNSON & JOHNSON4.1K shares-8.17%2025-09-302025-11-04 CMS CMS ENERGY CORP9.0K shares0.00%2025-09-302025-11-04 GS GOLDMAN SACHS GROUP INC801 shares-0.74%2025-09-302025-11-04 LQD ISHARES TR5.6K shares-2.39%2025-09-302025-11-04 ES EVERSOURCE ENERGY8.7K shares-0.26%2025-09-302025-11-04 DE DEERE & CO1.2K shares-5.32%2025-09-302025-11-04 NFLX NETFLIX INC462 shares-1.07%2025-09-302025-11-04 HD HOME DEPOT INC1.3K shares-0.61%2025-09-302025-11-04 INTC INTEL CORP15.8K shares-13.10%2025-09-302025-11-04 IVV ISHARES TR693 shares0.29%2025-09-302025-11-04 MU MICRON TECHNOLOGY INC2.8K shares0.00%2025-09-302025-11-04 VIG VANGUARD SPECIALIZED FUNDS2.0K shares0.00%2025-09-302025-11-04 CNP CENTERPOINT ENERGY INC11.0K shares0.00%2025-09-302025-11-04 SCHG SCHWAB STRATEGIC TR12.7K shares-6.64%2025-09-302025-11-04 KMB KIMBERLY-CLARK CORP3.1K shares-28.46%2025-09-302025-11-04 LAES SEALSQ CORP100.0K shares0.00%2025-09-302025-11-04 BTC GRAYSCALE BITCOIN MINI TR ET7.1K shares24.93%2025-09-302025-11-04 UNH UNITEDHEALTH GROUP INC1.0K shares34.50%2025-09-302025-11-04 DIS DISNEY WALT CO2.8K shares0.00%2025-09-302025-11-04 EPD ENTERPRISE PRODS PARTNERS L10.2K shares0.09%2025-09-302025-11-04 WKEY WISEKEY INTERNATIONAL HLDS L49.5K shares0.00%2025-09-302025-11-04 ISRG INTUITIVE SURGICAL INC692 shares-8.10%2025-09-302025-11-04 BMY BRISTOL-MYERS SQUIBB CO6.4K shares-41.76%2025-09-302025-11-04 V VISA INC843 shares-7.16%2025-09-302025-11-04 IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.70%2025-09-302025-11-04 APD AIR PRODS & CHEMS INC1.0K shares-28.13%2025-09-302025-11-04 PFF ISHARES TR8.6K shares-8.59%2025-09-302025-11-04 WFC WELLS FARGO CO NEW3.2K shares-1.04%2025-09-302025-11-04 SCHD SCHWAB STRATEGIC TR9.8K shares-9.17%2025-09-302025-11-04 ETH GRAYSCALE ETHEREUM MINI TR E6.7K sharesnew addition2025-09-302025-11-04 SO SOUTHERN CO2.6K shares-1.14%2025-09-302025-11-04 ABBV ABBVIE INC1.0K sharesnew addition2025-09-302025-11-04 MSTY TIDAL TRUST II16.7K shares12.05%2025-09-302025-11-04 DEFT DEFI TECHNOLOGIES INC102.0K shares0.00%2025-09-302025-11-04 USO UNITED STS OIL FD LP2.8K shares-0.67%2025-09-302025-11-04 PFE PFIZER INC8.1K sharesnew addition2025-09-302025-11-04 PM PHILIP MORRIS INTL INC1.3K shares0.00%2025-09-302025-11-04 BRR COLUMBUS CIRCLE CAP CORP. I10.0K shares0.00%2025-09-302025-11-04 TLRY TILRAY BRANDS INC14.6K shares0.00%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available