Finer Wealth Management, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
FW Finer Wealth Management, Inc. | Institutional Filer | ▼ 3.52% | $199.4M | 86 |
Current Portfolio Holdings
Showing all 86 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 68K | $17.3M | 8.70% |
| 2 | NVDA | NVIDIA Corporation | Technology | 83K | $14.4M | 7.24% |
| 3 | LLY | Eli Lilly and Company | Healthcare | 13K | $12.1M | 6.08% |
| 4 | MSFT | Microsoft Corporation | Technology | 32K | $11.9M | 5.97% |
| 5 | GOOGL | Alphabet Inc. | Technology | 36K | $10.3M | 5.16% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 44K | $9.2M | 4.63% |
| 7 | META | Meta Platforms, Inc. | Technology | 14K | $7.9M | 3.97% |
| 8 | CAT | Caterpillar Inc. | Industrials | 10K | $7.1M | 3.54% |
| 9 | JPM | JPMorgan Chase & Co. | Financial Services | 21K | $6.2M | 3.12% |
| 10 | WMT | Walmart Inc. | Consumer Defensive | 49K | $6.1M | 3.06% |
| 11 | MRK | Merck & Co., Inc. | Healthcare | 45K | $5.5M | 2.74% |
| 12 | AMD | Advanced Micro Devices, Inc. | Technology | 22K | $4.5M | 2.27% |
| 13 | XOM | Exxon Mobil Corporation | Energy | 25K | $4.3M | 2.16% |
| 14 | T | AT&T Inc. | Communication Services | 132K | $3.8M | 1.91% |
| 15 | PG | The Procter & Gamble Company | Consumer Defensive | 26K | $3.8M | 1.89% |
Showing 1 to 15 of 86 holdings