Filed: 2/13/2025ACC: 0001221073-25-000035
📋 What this filing means
FINER WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $174.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$174.45M
Total AUM (reported)
1.77M
Total Shares
Allocation by class
COM$131.52M75.4%
CL A$8.03M4.6%
CAP STK CL A$6.93M4.0%
CL A NEW$6.51M3.7%
COM UT LTD PTN$3.38M1.9%
SPONSORED ADS$2.37M1.4%
SHS REP COM UT$2.26M1.3%
Portfolio Concentration
Top 3$41.59M23.8%
4–10$51.20M29.4%
11–25$42.73M24.5%
Rest$38.93M22.3%
Top 3 weight
23.8%
Top 10 weight
53.2%
Voting Authority Distribution
Total shares with voting rights: 1.77M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.77M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole82
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings82
Rows:
APPLE INC
SOLEShares68.68K
TypeSH
Market value$17.20M
9.86%
Sole
0.00
Shared
0.00
None
68.68K
MICROSOFT CORP
SOLEShares29.46K
TypeSH
Market value$12.42M
7.12%
Sole
0.00
Shared
0.00
None
29.46K
ELI LILLY & CO
SOLEShares15.51K
TypeSH
Market value$11.97M
6.86%
Sole
0.00
Shared
0.00
None
15.51K
NVIDIA CORPORATION
SOLEShares80.24K
TypeSH
Market value$10.78M
6.18%
Sole
0.00
Shared
0.00
None
80.24K
AMAZON COM INC
SOLEShares44.29K
TypeSH
Market value$9.72M
5.57%
Sole
0.00
Shared
0.00
None
44.29K
META PLATFORMS INC
SOLEShares13.71K
TypeSH
Market value$8.03M
4.60%
Sole
0.00
Shared
0.00
None
13.71K
ALPHABET INC
SOLEShares36.62K
TypeSH
Market value$6.93M
3.97%
Sole
0.00
Shared
0.00
None
36.62K
MICROSTRATEGY INC
SOLEShares22.46K
TypeSH
Market value$6.51M
3.73%
Sole
0.00
Shared
0.00
None
22.46K
JPMORGAN CHASE & CO.
SOLEShares20.43K
TypeSH
Market value$4.90M
2.81%
Sole
0.00
Shared
0.00
None
20.43K
WALMART INC
SOLEShares48.13K
TypeSH
Market value$4.35M
2.49%
Sole
0.00
Shared
0.00
None
48.13K
MERCK & CO INC
SOLEShares42.06K
TypeSH
Market value$4.18M
2.40%
Sole
0.00
Shared
0.00
None
42.06K
SALESFORCE INC
SOLEShares12.07K
TypeSH
Market value$4.03M
2.31%
Sole
0.00
Shared
0.00
None
12.07K
PROCTER AND GAMBLE CO
SOLEShares23.94K
TypeSH
Market value$4.01M
2.30%
Sole
0.00
Shared
0.00
None
23.94K
CATERPILLAR INC
SOLEShares9.43K
TypeSH
Market value$3.42M
1.96%
Sole
0.00
Shared
0.00
None
9.43K
ENERGY TRANSFER L P
SOLEShares172.64K
TypeSH
Market value$3.38M
1.94%
Sole
0.00
Shared
0.00
None
172.64K
EXXON MOBIL CORP
SOLEShares24.81K
TypeSH
Market value$2.67M
1.53%
Sole
0.00
Shared
0.00
None
24.81K
MCDONALDS CORP
SOLEShares8.88K
TypeSH
Market value$2.58M
1.48%
Sole
0.00
Shared
0.00
None
8.88K
PEPSICO INC
SOLEShares15.76K
TypeSH
Market value$2.40M
1.37%
Sole
0.00
Shared
0.00
None
15.76K
ADVANCED MICRO DEVICES INC
SOLEShares19.61K
TypeSH
Market value$2.37M
1.36%
Sole
0.00
Shared
0.00
None
19.61K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares11.98K
TypeSH
Market value$2.37M
1.36%
Sole
0.00
Shared
0.00
None
11.98K
INTEL CORP
SOLEShares117.82K
TypeSH
Market value$2.36M
1.35%
Sole
0.00
Shared
0.00
None
117.82K
AT&T INC
SOLEShares101.21K
TypeSH
Market value$2.30M
1.32%
Sole
0.00
Shared
0.00
None
101.21K
GRAYSCALE BITCOIN TRUST ETF
SOLEShares30.57K
TypeSH
Market value$2.26M
1.30%
Sole
0.00
Shared
0.00
None
30.57K
CHEVRON CORP NEW
SOLEShares15.45K
TypeSH
Market value$2.24M
1.28%
Sole
0.00
Shared
0.00
None
15.45K
SCHWAB CHARLES CORP
SOLEShares29.06K
TypeSH
Market value$2.15M
1.23%
Sole
0.00
Shared
0.00
None
29.06K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 68.68K | SH | $17.20M 9.86% | 0.00 | 0.00 | 68.68K |
MICROSOFT CORPSOLE | COM | 29.46K | SH | $12.42M 7.12% | 0.00 | 0.00 | 29.46K |
ELI LILLY & COSOLE | COM | 15.51K | SH | $11.97M 6.86% | 0.00 | 0.00 | 15.51K |
NVIDIA CORPORATIONSOLE | COM | 80.24K | SH | $10.78M 6.18% | 0.00 | 0.00 | 80.24K |
AMAZON COM INCSOLE | COM | 44.29K | SH | $9.72M 5.57% | 0.00 | 0.00 | 44.29K |
META PLATFORMS INCSOLE | CL A | 13.71K | SH | $8.03M 4.60% | 0.00 | 0.00 | 13.71K |
ALPHABET INCSOLE | CAP STK CL A | 36.62K | SH | $6.93M 3.97% | 0.00 | 0.00 | 36.62K |
MICROSTRATEGY INCSOLE | CL A NEW | 22.46K | SH | $6.51M 3.73% | 0.00 | 0.00 | 22.46K |
JPMORGAN CHASE & CO.SOLE | COM | 20.43K | SH | $4.90M 2.81% | 0.00 | 0.00 | 20.43K |
WALMART INCSOLE | COM | 48.13K | SH | $4.35M 2.49% | 0.00 | 0.00 | 48.13K |
MERCK & CO INCSOLE | COM | 42.06K | SH | $4.18M 2.40% | 0.00 | 0.00 | 42.06K |
SALESFORCE INCSOLE | COM | 12.07K | SH | $4.03M 2.31% | 0.00 | 0.00 | 12.07K |
PROCTER AND GAMBLE COSOLE | COM | 23.94K | SH | $4.01M 2.30% | 0.00 | 0.00 | 23.94K |
CATERPILLAR INCSOLE | COM | 9.43K | SH | $3.42M 1.96% | 0.00 | 0.00 | 9.43K |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 172.64K | SH | $3.38M 1.94% | 0.00 | 0.00 | 172.64K |
EXXON MOBIL CORPSOLE | COM | 24.81K | SH | $2.67M 1.53% | 0.00 | 0.00 | 24.81K |
MCDONALDS CORPSOLE | COM | 8.88K | SH | $2.58M 1.48% | 0.00 | 0.00 | 8.88K |
PEPSICO INCSOLE | COM | 15.76K | SH | $2.40M 1.37% | 0.00 | 0.00 | 15.76K |
ADVANCED MICRO DEVICES INCSOLE | COM | 19.61K | SH | $2.37M 1.36% | 0.00 | 0.00 | 19.61K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 11.98K | SH | $2.37M 1.36% | 0.00 | 0.00 | 11.98K |
INTEL CORPSOLE | COM | 117.82K | SH | $2.36M 1.35% | 0.00 | 0.00 | 117.82K |
AT&T INCSOLE | COM | 101.21K | SH | $2.30M 1.32% | 0.00 | 0.00 | 101.21K |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 30.57K | SH | $2.26M 1.30% | 0.00 | 0.00 | 30.57K |
CHEVRON CORP NEWSOLE | COM | 15.45K | SH | $2.24M 1.28% | 0.00 | 0.00 | 15.45K |
SCHWAB CHARLES CORPSOLE | COM | 29.06K | SH | $2.15M 1.23% | 0.00 | 0.00 | 29.06K |
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