Filed: 5/13/2025ACC: 0001221073-25-000054
📋 What this filing means
FINER WEALTH MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 86 equity positions with a total reported market value of $166.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
86
Positions
$166.91M
Total AUM (reported)
1.78M
Total Shares
Allocation by class
COM$126.20M75.6%
CL A$8.46M5.1%
CL A NEW$6.61M4.0%
CAP STK CL A$5.65M3.4%
COM UT LTD PTN$3.27M2.0%
SPONSORED ADS$1.98M1.2%
SHS REP COM UT$1.89M1.1%
Portfolio Concentration
Top 3$38.51M23.1%
4–10$46.93M28.1%
11–25$42.78M25.6%
Rest$38.70M23.2%
Top 3 weight
23.1%
Top 10 weight
51.2%
Voting Authority Distribution
Total shares with voting rights: 1.78M
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
1.78M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole86
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings86
Rows:
APPLE INC
SOLEShares67.51K
TypeSH
Market value$15.00M
8.98%
Sole
0.00
Shared
0.00
None
67.51K
ELI LILLY & CO
SOLEShares15K
TypeSH
Market value$12.39M
7.42%
Sole
0.00
Shared
0.00
None
15K
MICROSOFT CORP
SOLEShares29.64K
TypeSH
Market value$11.13M
6.67%
Sole
0.00
Shared
0.00
None
29.64K
NVIDIA CORPORATION
SOLEShares85.19K
TypeSH
Market value$9.23M
5.53%
Sole
0.00
Shared
0.00
None
85.19K
AMAZON COM INC
SOLEShares43.52K
TypeSH
Market value$8.28M
4.96%
Sole
0.00
Shared
0.00
None
43.52K
META PLATFORMS INC
SOLEShares13.58K
TypeSH
Market value$7.83M
4.69%
Sole
0.00
Shared
0.00
None
13.58K
MICROSTRATEGY INC
SOLEShares22.93K
TypeSH
Market value$6.61M
3.96%
Sole
0.00
Shared
0.00
None
22.93K
ALPHABET INC
SOLEShares36.51K
TypeSH
Market value$5.65M
3.38%
Sole
0.00
Shared
0.00
None
36.51K
JPMORGAN CHASE & CO.
SOLEShares20.78K
TypeSH
Market value$5.10M
3.05%
Sole
0.00
Shared
0.00
None
20.78K
WALMART INC
SOLEShares48.23K
TypeSH
Market value$4.23M
2.54%
Sole
0.00
Shared
0.00
None
48.23K
PROCTER AND GAMBLE CO
SOLEShares24.26K
TypeSH
Market value$4.13M
2.48%
Sole
0.00
Shared
0.00
None
24.26K
MERCK & CO INC
SOLEShares42.33K
TypeSH
Market value$3.80M
2.28%
Sole
0.00
Shared
0.00
None
42.33K
SALESFORCE INC
SOLEShares12.24K
TypeSH
Market value$3.28M
1.97%
Sole
0.00
Shared
0.00
None
12.24K
ENERGY TRANSFER L P
SOLEShares175.77K
TypeSH
Market value$3.27M
1.96%
Sole
0.00
Shared
0.00
None
175.77K
CATERPILLAR INC
SOLEShares9.68K
TypeSH
Market value$3.19M
1.91%
Sole
0.00
Shared
0.00
None
9.68K
EXXON MOBIL CORP
SOLEShares25.66K
TypeSH
Market value$3.05M
1.83%
Sole
0.00
Shared
0.00
None
25.66K
AT&T INC
SOLEShares105.44K
TypeSH
Market value$2.98M
1.79%
Sole
0.00
Shared
0.00
None
105.44K
MCDONALDS CORP
SOLEShares9.19K
TypeSH
Market value$2.87M
1.72%
Sole
0.00
Shared
0.00
None
9.19K
CHEVRON CORP NEW
SOLEShares16.11K
TypeSH
Market value$2.70M
1.61%
Sole
0.00
Shared
0.00
None
16.11K
VERIZON COMMUNICATIONS INC
SOLEShares54.74K
TypeSH
Market value$2.48M
1.49%
Sole
0.00
Shared
0.00
None
54.74K
PEPSICO INC
SOLEShares16.32K
TypeSH
Market value$2.45M
1.47%
Sole
0.00
Shared
0.00
None
16.32K
SCHWAB CHARLES CORP
SOLEShares30.73K
TypeSH
Market value$2.41M
1.44%
Sole
0.00
Shared
0.00
None
30.73K
INTEL CORP
SOLEShares93.63K
TypeSH
Market value$2.13M
1.27%
Sole
0.00
Shared
0.00
None
93.63K
ADVANCED MICRO DEVICES INC
SOLEShares20.08K
TypeSH
Market value$2.06M
1.24%
Sole
0.00
Shared
0.00
None
20.08K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares11.92K
TypeSH
Market value$1.98M
1.19%
Sole
0.00
Shared
0.00
None
11.92K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 67.51K | SH | $15.00M 8.98% | 0.00 | 0.00 | 67.51K |
ELI LILLY & COSOLE | COM | 15K | SH | $12.39M 7.42% | 0.00 | 0.00 | 15K |
MICROSOFT CORPSOLE | COM | 29.64K | SH | $11.13M 6.67% | 0.00 | 0.00 | 29.64K |
NVIDIA CORPORATIONSOLE | COM | 85.19K | SH | $9.23M 5.53% | 0.00 | 0.00 | 85.19K |
AMAZON COM INCSOLE | COM | 43.52K | SH | $8.28M 4.96% | 0.00 | 0.00 | 43.52K |
META PLATFORMS INCSOLE | CL A | 13.58K | SH | $7.83M 4.69% | 0.00 | 0.00 | 13.58K |
MICROSTRATEGY INCSOLE | CL A NEW | 22.93K | SH | $6.61M 3.96% | 0.00 | 0.00 | 22.93K |
ALPHABET INCSOLE | CAP STK CL A | 36.51K | SH | $5.65M 3.38% | 0.00 | 0.00 | 36.51K |
JPMORGAN CHASE & CO.SOLE | COM | 20.78K | SH | $5.10M 3.05% | 0.00 | 0.00 | 20.78K |
WALMART INCSOLE | COM | 48.23K | SH | $4.23M 2.54% | 0.00 | 0.00 | 48.23K |
PROCTER AND GAMBLE COSOLE | COM | 24.26K | SH | $4.13M 2.48% | 0.00 | 0.00 | 24.26K |
MERCK & CO INCSOLE | COM | 42.33K | SH | $3.80M 2.28% | 0.00 | 0.00 | 42.33K |
SALESFORCE INCSOLE | COM | 12.24K | SH | $3.28M 1.97% | 0.00 | 0.00 | 12.24K |
ENERGY TRANSFER L PSOLE | COM UT LTD PTN | 175.77K | SH | $3.27M 1.96% | 0.00 | 0.00 | 175.77K |
CATERPILLAR INCSOLE | COM | 9.68K | SH | $3.19M 1.91% | 0.00 | 0.00 | 9.68K |
EXXON MOBIL CORPSOLE | COM | 25.66K | SH | $3.05M 1.83% | 0.00 | 0.00 | 25.66K |
AT&T INCSOLE | COM | 105.44K | SH | $2.98M 1.79% | 0.00 | 0.00 | 105.44K |
MCDONALDS CORPSOLE | COM | 9.19K | SH | $2.87M 1.72% | 0.00 | 0.00 | 9.19K |
CHEVRON CORP NEWSOLE | COM | 16.11K | SH | $2.70M 1.61% | 0.00 | 0.00 | 16.11K |
VERIZON COMMUNICATIONS INCSOLE | COM | 54.74K | SH | $2.48M 1.49% | 0.00 | 0.00 | 54.74K |
PEPSICO INCSOLE | COM | 16.32K | SH | $2.45M 1.47% | 0.00 | 0.00 | 16.32K |
SCHWAB CHARLES CORPSOLE | COM | 30.73K | SH | $2.41M 1.44% | 0.00 | 0.00 | 30.73K |
INTEL CORPSOLE | COM | 93.63K | SH | $2.13M 1.27% | 0.00 | 0.00 | 93.63K |
ADVANCED MICRO DEVICES INCSOLE | COM | 20.08K | SH | $2.06M 1.24% | 0.00 | 0.00 | 20.08K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 11.92K | SH | $1.98M 1.19% | 0.00 | 0.00 | 11.92K |
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