Finer Wealth Management, Inc.

Q1 2025 13F Holdings

  • Location
    salem, MA
  • Num holdings

    86

  • Value ($000)

    $166,914

  • Date Filed
    05/12/2025
  • Form type
    13F-HR
  • CIK
    0001929071
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$15.00M
9 %

67,506

LLY
LLY

ELI LILLY & CO

COM
532457108
$12.39M
7 %

14,998

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$11.13M
7 %

29,636

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$9.23M
6 %

85,188

AMZN
AMZN

AMAZON COM INC

COM
023135106
$8.28M
5 %

43,515

META
META

META PLATFORMS INC

CL A
30303M102
$7.83M
5 %

13,582

MIGA
MIGA

MICROSTRATEGY INC

CL A NEW
594972408
$6.61M
4 %

22,929

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$5.65M
3 %

36,507

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$5.10M
3 %

20,780

WMT
WMT

WALMART INC

COM
931142103
$4.23M
3 %

48,229

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