Finer Wealth Management

Finer Wealth Management as of March 31, 2024

Portfolio Holdings for Finer Wealth Management

Finer Wealth Management holds 77 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Eli Lilly & Co. (LLY) 8.6 $13M 17k 777.96
Microsoft Corporation (MSFT) 7.7 $12M 28k 420.72
Apple (AAPL) 7.7 $12M 68k 171.48
Amazon (AMZN) 5.3 $8.1M 45k 180.38
NVIDIA Corporation (NVDA) 4.4 $6.8M 7.5k 903.51
Meta Platforms Cl A (META) 4.3 $6.6M 14k 485.58
Merck & Co (MRK) 3.9 $5.9M 45k 131.95
Alphabet Cap Stk Cl A (GOOGL) 3.6 $5.5M 36k 150.93
JPMorgan Chase & Co. (JPM) 2.8 $4.3M 21k 200.30
Procter & Gamble Company (PG) 2.6 $4.0M 25k 162.25
Caterpillar (CAT) 2.4 $3.7M 10k 366.41
salesforce (CRM) 2.4 $3.7M 12k 301.18
Intel Corporation (INTC) 2.2 $3.3M 74k 44.17
Exxon Mobil Corporation (XOM) 2.0 $3.1M 27k 116.24
Wal-Mart Stores (WMT) 1.9 $3.0M 49k 60.17
Advanced Micro Devices (AMD) 1.9 $2.9M 16k 180.49
Pepsi (PEP) 1.8 $2.7M 16k 175.01
Chevron Corporation (CVX) 1.6 $2.4M 16k 157.74
Energy Transfer Com Ut Ltd Ptn (ET) 1.6 $2.4M 154k 15.73
Verizon Communications (VZ) 1.5 $2.3M 55k 41.96
Bristol Myers Squibb (BMY) 1.5 $2.3M 42k 54.23
McDonald's Corporation (MCD) 1.5 $2.3M 8.0k 281.96
At&t (T) 1.5 $2.2M 127k 17.60
Bank of America Corporation (BAC) 1.2 $1.8M 48k 37.92
Pfizer (PFE) 1.1 $1.7M 61k 27.75
Kraft Heinz (KHC) 1.1 $1.6M 44k 36.90
Charles Schwab Corporation (SCHW) 1.0 $1.6M 22k 72.34
Thermo Fisher Scientific (TMO) 1.0 $1.6M 2.7k 581.31
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.0 $1.6M 11k 136.05
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 1.0 $1.5M 26k 60.29
Johnson & Johnson (JNJ) 0.9 $1.4M 8.8k 158.20
Deere & Company (DE) 0.8 $1.2M 3.0k 410.80
Ishares Tr Pfd And Incm Sec (PFF) 0.8 $1.2M 38k 32.23
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) 0.8 $1.2M 19k 63.17
Lockheed Martin Corporation (LMT) 0.7 $1.1M 2.3k 454.85
Spdr Gold Tr Gold Shs (GLD) 0.6 $972k 4.7k 205.72
Cisco Systems (CSCO) 0.6 $900k 18k 49.91
Air Products & Chemicals (APD) 0.6 $852k 3.5k 242.25
Alphabet Cap Stk Cl C (GOOG) 0.6 $845k 5.6k 152.25
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $780k 1.5k 523.07
Texas Instruments Incorporated (TXN) 0.5 $743k 4.3k 174.22
Goldman Sachs (GS) 0.5 $714k 1.7k 417.72
Xcel Energy (XEL) 0.5 $685k 13k 53.75
Altria (MO) 0.4 $678k 16k 43.62
Kimberly-Clark Corporation (KMB) 0.4 $662k 5.1k 129.36
Visa Com Cl A (V) 0.4 $660k 2.4k 279.13
Walt Disney Company (DIS) 0.4 $651k 5.3k 122.37
Tesla Motors (TSLA) 0.4 $646k 3.7k 175.77
Home Depot (HD) 0.4 $621k 1.6k 383.57
Coca-Cola Company (KO) 0.4 $618k 10k 61.18
Eversource Energy (ES) 0.4 $617k 10k 59.77
Raytheon Technologies Corp (RTX) 0.4 $616k 6.3k 97.54
CMS Energy Corporation (CMS) 0.4 $612k 10k 60.34
Broadcom (AVGO) 0.3 $488k 368.00 1325.41
International Business Machines (IBM) 0.3 $483k 2.5k 190.98
Enterprise Products Partners (EPD) 0.3 $451k 16k 29.18
Ishares Tr Core S&p500 Etf (IVV) 0.3 $448k 853.00 525.73
CenterPoint Energy (CNP) 0.3 $429k 15k 28.49
Ford Motor Company (F) 0.3 $389k 29k 13.28
United Sts Oil Units (USO) 0.3 $388k 4.9k 78.73
Eastern Bankshares (EBC) 0.3 $385k 28k 13.78
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $380k 2.1k 182.61
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $367k 4.0k 92.72
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $350k 4.3k 80.63
Intuitive Surgical Com New (ISRG) 0.2 $334k 837.00 399.09
Micron Technology (MU) 0.2 $326k 2.8k 117.91
Udr (UDR) 0.2 $302k 8.1k 37.41
Ishares Tr Ishares Biotech (IBB) 0.2 $295k 2.1k 137.22
Netflix (NFLX) 0.2 $294k 483.00 607.87
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $290k 5.9k 49.24
Franklin Resources (BEN) 0.2 $284k 10k 28.11
British Amern Tob Sponsored Adr (BTI) 0.2 $277k 9.1k 30.50
Suncoke Energy (SXC) 0.2 $251k 22k 11.27
Wells Fargo & Company (WFC) 0.1 $208k 3.6k 57.96
Philip Morris International (PM) 0.1 $206k 2.2k 91.62
Dow (DOW) 0.1 $203k 3.5k 57.93
Southern Company (SO) 0.1 $201k 2.8k 71.74