Skip to content
Disclosery

13F-HR filed by Finer Wealth Management, Inc.

Finer Wealth Management, Inc. filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-13, with 82 holding rows worth $174,451,044.

Accession
0001221073-25-000035
Filer
CIK 1929071
Filed
2025-02-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 82 entries on the cover page, a total value of $174,451,044 stated on the cover page (in dollars after the unit check, H1), rows summing to $174,451,044 with VALUE read as dollars as filed, 13F file number 028-22554. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Apple Inc037833100COM68,684$17,199,785dollars as filed
Microsoft Corp594918104COM29,462$12,418,069dollars as filed
Eli Lilly and Company532457108COM15,511$11,974,378dollars as filed
NVIDIA Corp67066G104COM80,242$10,775,676dollars as filed
Amazon.com, Inc023135106COM44,289$9,716,474dollars as filed
META PLATFORMS INC CL A30303M102COM13,710$8,027,116dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM36,617$6,931,636dollars as filed
STRATEGY INC CL A NEW594972408Stock22,465$6,506,313dollars as filed
JPMorgan Chase & Co46625H100COM20,433$4,897,931dollars as filed
Walmart Inc.931142103COM48,133$4,348,859dollars as filed
Merck & Co.,Inc.58933Y105COM42,057$4,183,806dollars as filed
Salesforce.com, Inc79466L302COM12,067$4,034,358dollars as filed
Procter & Gamble Co742718109COM23,944$4,014,141dollars as filed
Caterpillar Inc.149123101COM9,429$3,420,496dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN172,637$3,381,961dollars as filed
EXXON MOBIL CORP30231G102COM24,812$2,669,021dollars as filed
McDonalds Corporation580135101COM8,884$2,575,475dollars as filed
PepsiCo,Inc.713448108COM15,757$2,396,081dollars as filed
Advanced Micro Devices,Inc.007903107COM19,610$2,368,672dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS11,981$2,366,128dollars as filed
Intel Corp458140100COM117,820$2,362,288dollars as filed
AT&T Inc00206R102COM101,212$2,304,600dollars as filed
GRAYSCALE BITCOIN TRUST ETF389637109SHS REP COM UT30,568$2,262,643dollars as filed
Chevron Corporation166764100COM15,453$2,238,272dollars as filed
Charles Schwab Corp808513105COM29,056$2,150,425dollars as filed
Verizon Communications Inc92343V104COM52,360$2,093,873dollars as filed
Coca-Cola Company191216100COM27,025$1,682,577dollars as filed
SUNOCO LP/SUNOCO FIN CORP86765K109COM UT REP LP31,027$1,596,050dollars as filed
Lockheed Martin Corporation539830109COM3,162$1,536,341dollars as filed
Tesla Motors, Inc88160R101COM3,688$1,489,158dollars as filed
KRAFT HEINZ CO COM500754106Stock39,613$1,216,513dollars as filed
Thermo Fisher Scientific Inc.883556102COM2,249$1,170,148dollars as filed
SPDR GOLD TR78463V107GOLD SHS4,752$1,150,602dollars as filed
ISHARES TR464287556ISHARES BIOTECH8,576$1,133,833dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS43,373$1,121,626dollars as filed
Altria Group Inc02209S103COM21,063$1,101,384dollars as filed
Texas Instruments Incorporated882508104COM5,810$1,089,435dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,568$1,060,436dollars as filed
Cisco Systems,Inc.17275R102COM16,380$969,696dollars as filed
Bank of America Corp060505104COM22,000$966,900dollars as filed
Bristol-Myers Squibb Company110122108COM15,851$896,560dollars as filed
Broadcom Inc.11135F101COM3,653$846,912dollars as filed
SPY78462F103SHS1,404$823,009dollars as filed
XCELENERGY INC98389B100COM10,942$738,804dollars as filed
Johnson & Johnson478160104COM4,865$703,574dollars as filed
Raytheon Technologies Corporation75513E101COM5,968$690,617dollars as filed
GRAYSCALE ETHEREUM TRUST ETF389638107SHS24,555$688,031dollars as filed
AIR PRODS & CHEMS INC009158106COM2,273$659,299dollars as filed
Deere & Company244199105COM1,525$646,038dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS5,873$627,471dollars as filed
SEALSQ CORPG79483106CMN100,000$615,000dollars as filed
CMS ENERGY CORP COM125896100Stock9,000$599,850dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock4,547$595,839dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR15,896$577,343dollars as filed
Goldman Sachs Group,Inc.38141G104COM989$566,369dollars as filed
Home Depot, Inc437076102COM1,439$559,776dollars as filed
EVERSOURCE ENERGY COM30040W108Stock8,712$500,330dollars as filed
EASTERN BANKSHARES INC COM27627N105Stock26,536$457,745dollars as filed
WISEKEY INTERNATIONAL HLDS L97727L408SPON ADR49,497$448,195dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS740$435,623dollars as filed
Netflix, Inc64110L106COM483$430,935dollars as filed
ISHARES TR464288687COM13,268$417,146dollars as filed
Walt Disney Co254687106COM3,735$415,934dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS14,666$408,741dollars as filed
Pfizer Inc.717081103COM15,049$399,250dollars as filed
Intuitive Surgical,Inc.46120E602COM763$398,255dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS2,000$391,660dollars as filed
Visa Inc92826C839COM1,137$359,337dollars as filed
CENTERPOINT ENERGY INC15189T107COM11,049$350,585dollars as filed
United States Oil Fund LP91232N207COM4,589$346,699dollars as filed
SCHD808524797COM12,643$345,407dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM10,906$342,022dollars as filed
ROYAL CARIBBEAN GROUP COMV7780T103Stock1,319$304,280dollars as filed
FORD MTR CO COM345370860Stock27,434$271,597dollars as filed
GRAYSCALE BITCOIN MINI TR ET389930207SHS NEW6,082$254,653dollars as filed
IShares Bitcoin Trust Registered46438F101SHS4,753$252,147dollars as filed
SUNCOKE ENERGY INC86722A103COMMON STOCK22,298$238,589dollars as filed
Wells Fargo & Company949746101COM3,382$237,552dollars as filed
Micron Technology,Inc.595112103COM2,761$232,342dollars as filed
Southern Company842587107COM2,808$231,155dollars as filed
International Business Machines Corporation459200101COM1,014$222,908dollars as filed
TILRAY INC88688T100COM CL 215,255$20,289dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001221073-25-000035this filing2025-02-13acceptance time not in the bulk data set