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Disclosery

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

Finer Wealth Management, Inc. filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-04, with 86 holding rows worth $200,680,324.

Accession
0001929071-25-000002
Filer
CIK 1929071
Filed
2025-11-04
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 86 entries on the cover page, a total value of $200,680,324 stated on the cover page (in dollars after the unit check, H1), rows summing to $200,680,324 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 Inc037833100COM68,202$17,366,289dollars as filed
NVIDIA Corp67066G104COM85,482$15,949,311dollars as filed
Microsoft Corp594918104COM29,588$15,325,215dollars as filed
Eli Lilly and Company532457108COM14,410$10,995,174dollars as filed
META PLATFORMS INC CL A30303M102COM13,674$10,041,735dollars as filed
Amazon.com, Inc023135106COM44,099$9,682,885dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM36,755$8,935,218dollars as filed
STRATEGY INC CL A NEW594972408Stock22,248$7,168,528dollars as filed
JPMorgan Chase & Co46625H100COM21,203$6,688,047dollars as filed
Walmart Inc.931142103COM48,757$5,024,883dollars as filed
Caterpillar Inc.149123101COM10,162$4,848,751dollars as filed
Procter & Gamble Co742718109COM25,334$3,892,610dollars as filed
Merck & Co.,Inc.58933Y105COM43,834$3,679,014dollars as filed
AT&T Inc00206R102COM129,407$3,654,466dollars as filed
Advanced Micro Devices,Inc.007903107COM22,568$3,651,250dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS11,550$3,225,800dollars as filed
Verizon Communications Inc92343V104COM69,934$3,073,585dollars as filed
Charles Schwab Corp808513105COM32,004$3,055,455dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN176,913$3,035,834dollars as filed
McDonalds Corporation580135101COM9,990$3,035,808dollars as filed
Salesforce.com, Inc79466L302COM12,716$3,013,700dollars as filed
IShares Bitcoin Trust Registered46438F101SHS44,624$2,900,560dollars as filed
EXXON MOBIL CORP30231G102COM25,130$2,833,400dollars as filed
Tesla Motors, Inc88160R101COM6,116$2,719,683dollars as filed
Palantir Technologies Inc. Class A69608A108COM14,138$2,579,054dollars as filed
GRAYSCALE BITCOIN TRUST ETF389637109SHS REP COM UT28,652$2,572,090dollars as filed
PepsiCo,Inc.713448108COM17,921$2,516,874dollars as filed
Chevron Corporation166764100COM15,601$2,422,695dollars as filed
Lockheed Martin Corporation539830109COM3,695$1,844,431dollars as filed
Coca-Cola Company191216100COM26,719$1,772,004dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK1,693$1,638,976dollars as filed
SUNOCO LP/SUNOCO FIN CORP86765K109COM UT REP LP30,780$1,539,317dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,677$1,382,691dollars as filed
Altria Group Inc02209S103COM20,760$1,371,406dollars as filed
ISHARES TR464287556ISHARES BIOTECH9,380$1,354,208dollars as filed
SPDR GOLD TR78463V107GOLD SHS3,590$1,276,137dollars as filed
Broadcom Inc.11135F101COM3,723$1,228,158dollars as filed
Cisco Systems,Inc.17275R102COM16,021$1,096,157dollars as filed
Raytheon Technologies Corporation75513E101COM5,662$947,422dollars as filed
GRAYSCALE ETHEREUM TRUST ETF389638107SHS27,498$942,356dollars as filed
KRAFT HEINZ CO COM500754106Stock34,924$909,412dollars as filed
Bank of America Corp060505104COM17,209$887,831dollars as filed
Texas Instruments Incorporated882508104COM4,807$883,116dollars as filed
XCELENERGY INC98389B100COM10,942$882,472dollars as filed
SPY78462F103SHS1,267$843,714dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS29,953$835,689dollars as filed
BRITISH AMERN TOB PLC SPONSORED ADR110448107ADR15,583$827,146dollars as filed
Johnson & Johnson478160104COM4,125$764,858dollars as filed
CMS ENERGY CORP COM125896100Stock9,000$659,340dollars as filed
Goldman Sachs Group,Inc.38141G104COM801$638,266dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS5,625$627,019dollars as filed
EVERSOURCE ENERGY COM30040W108Stock8,689$618,112dollars as filed
Deere & Company244199105COM1,245$569,357dollars as filed
Netflix, Inc64110L106COM462$554,286dollars as filed
Home Depot, Inc437076102COM1,314$532,472dollars as filed
Intel Corp458140100COM15,817$530,668dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS693$463,829dollars as filed
Micron Technology,Inc.595112103COM2,761$461,997dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS2,000$431,580dollars as filed
CENTERPOINT ENERGY INC15189T107COM11,049$428,701dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS12,717$405,799dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock3,135$389,806dollars as filed
SEALSQ CORPG79483106CMN100,000$374,000dollars as filed
GRAYSCALE BITCOIN MINI TR ET389930207SHS NEW7,101$359,524dollars as filed
UnitedHealth Group Inc91324P102COM1,041$359,457dollars as filed
Walt Disney Co254687106COM2,839$325,066dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM10,204$319,079dollars as filed
WISEKEY INTERNATIONAL HLDS L97727L408SPON ADR49,497$314,801dollars as filed
Intuitive Surgical,Inc.46120E602COM692$309,483dollars as filed
Bristol-Myers Squibb Company110122108COM6,405$288,868dollars as filed
Visa Inc92826C839COM843$287,783dollars as filed
International Business Machines Corporation459200101COM1,004$283,289dollars as filed
AIR PRODS & CHEMS INC009158106COM1,035$282,294dollars as filed
ISHARES TR464288687COM8,620$272,564dollars as filed
Wells Fargo & Company949746101COM3,230$270,739dollars as filed
SCHD808524797COM9,841$268,659dollars as filed
GRAYSCALE ETHEREUM STAKING38964R203SHS NEW6,705$262,702dollars as filed
Southern Company842587107COM2,604$246,781dollars as filed
AbbVie,Inc.00287Y109COM1,022$236,634dollars as filed
YieldMax MSTR Option Income Strategy ETF88634T493ETF16,666$232,664dollars as filed
DEFI TECHNOLOGIES INC COM244916102Stock102,000$215,220dollars as filed
United States Oil Fund LP91232N207COM2,825$208,344dollars as filed
Pfizer Inc.717081103COM8,051$205,139dollars as filed
Philip Morris International Inc.718172109COM1,258$204,048dollars as filed
COLUMBUS CIRCLE CAP CORP. IG2296A109SHS CL A10,000$101,200dollars as filed
TILRAY INC88688T100COM CL 214,647$25,339dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001929071-25-000002this filing2025-11-04acceptance time not in the bulk data set