Finer Wealth Management, Inc. Portfolio Stock Holdings
Finer Wealth Management, Inc. disclosed 86 stock positions valued at approximately $198.2 million in its latest SEC 13F filing. The largest holdings include APPLE INC, NVIDIA CORPORATION, and ELI LILLY & CO. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 86
- Portfolio Value
- $198.2M
Holdings by Sector
Finer Wealth Management, Inc. Portfolio Holdings in Q1 2026
83 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 8.75% | 68,343 | -611 | -0.89% | $17,344,859 |
| NVIDIA CORPORATION | NVDA | Technology | 7.28% | 82,770 | -1,076 | -1.28% | $14,435,043 |
| ELI LILLY & CO | LLY | Healthcare | 6.11% | 13,172 | -440 | -3.23% | $12,115,403 |
| MICROSOFT CORP | MSFT | Technology | 6.01% | 32,159 | -263 | -0.81% | $11,904,271 |
| ALPHABET INC | GOOGL | Communication Services | 5.19% | 35,779 | -1,066 | -2.89% | $10,288,550 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.66% | 44,322 | -531 | -1.18% | $9,230,858 |
| META PLATFORMS INC | META | Communication Services | 4.00% | 13,845 | +5 | +0.04% | $7,921,345 |
| CATERPILLAR INC | CAT | Industrials | 3.56% | 9,959 | -80 | -0.80% | $7,055,493 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 3.14% | 21,172 | -419 | -1.94% | $6,228,007 |
| WALMART INC | WMT | Consumer Defensive | 3.08% | 49,156 | -527 | -1.06% | $6,109,112 |
| MERCK & CO INC | MRK | Healthcare | 2.75% | 45,355 | -225 | -0.49% | $5,455,760 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.29% | 22,272 | -360 | -1.59% | $4,530,759 |
| EXXON MOBIL CORP | XOM | Energy | 2.17% | 25,375 | -33 | -0.13% | $4,305,164 |
| AT&T INC | T | Communication Services | 1.93% | 131,708 | +5,416 | +4.29% | $3,818,208 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.90% | 26,133 | -413 | -1.56% | $3,774,593 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 1.89% | 11,089 | -257 | -2.27% | $3,747,528 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 1.76% | 69,626 | +1,551 | +2.28% | $3,495,242 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 1.68% | 10,688 | +58 | +0.55% | $3,321,722 |
| CHEVRON CORPORATION | CVX | Energy | 1.61% | 15,423 | -92 | -0.59% | $3,191,015 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 1.54% | 32,419 | -283 | -0.87% | $3,046,750 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 1.38% | 71,374 | +14,948 | +26.49% | $2,742,189 |
| TESLA INC | TSLA | Consumer Cyclical | 1.31% | 6,994 | +59 | +0.85% | $2,600,204 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 1.30% | 17,671 | +1,170 | +7.09% | $2,584,914 |
| PEPSICO INC | PEP | Consumer Defensive | 1.23% | 15,668 | -3,311 | -17.45% | $2,433,042 |
| ASML HLDG NV | ASML | Other | 1.08% | 1,622 | -71 | -4.19% | $2,142,386 |
| SPDR GOLD TR | GLD | Other | 1.07% | 4,925 | +238 | +5.08% | $2,119,178 |
| COCA COLA CO | KO | Consumer Defensive | 1.06% | 27,638 | +970 | +3.64% | $2,101,894 |
| SALESFORCE INC | CRM | Technology | 1.01% | 10,735 | -2,636 | -19.71% | $2,003,852 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.87% | 26,122 | +5,362 | +25.83% | $1,723,791 |
| ALPHABET INC | GOOG | Communication Services | 0.83% | 5,706 | +352 | +6.57% | $1,636,961 |
| RTX CORPORATION | RTX | Industrials | 0.74% | 7,620 | +1,952 | +34.44% | $1,469,860 |
| ISHARES TR | SHY | Other | 0.72% | 17,313 | -3,028 | -14.89% | $1,429,534 |
| ISHARES TR | EIRL | Other | 0.72% | 20,596 | +20,596 | +100.00% | $1,418,175 |
| ISHARES TR | LQD | Other | 0.71% | 12,914 | -6 | -0.05% | $1,407,497 |
| ISHARES TR | IBB | Other | 0.68% | 7,987 | -2,085 | -20.70% | $1,348,606 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.64% | 2,104 | -268 | -11.30% | $1,271,637 |
| BROADCOM INC | AVGO | Technology | 0.64% | 4,105 | +32 | +0.79% | $1,270,625 |
| CISCO SYS INC | CSCO | Technology | 0.64% | 16,334 | - | - | $1,267,355 |
| GRAYSCALE BITCOIN TRUST ETF | GBTC | Other | 0.58% | 21,771 | -6,100 | -21.89% | $1,148,638 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.50% | 4,048 | -8 | -0.20% | $989,577 |
| BRITISH AMERN TOB PLC | BTI | Consumer Defensive | 0.48% | 16,350 | +819 | +5.27% | $955,985 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.47% | 2,761 | - | - | $932,866 |
| XCEL ENERGY INC | XEL | Utilities | 0.44% | 10,942 | - | - | $869,232 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.43% | 1,321 | -8 | -0.60% | $858,987 |
| ISHARES SILVER TR | SLV | Other | 0.43% | 12,400 | +1,399 | +12.72% | $844,936 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.39% | 768 | +457 | +146.95% | $765,336 |
| BANK AMERICA CORP | BAC | Financial Services | 0.39% | 15,681 | -672 | -4.11% | $764,460 |
| GRAYSCALE ETHEREUM STAKING E | ETHE | Other | 0.38% | 43,600 | +5,075 | +13.17% | $744,252 |
| STRATEGY INC | MSTR | Technology | 0.37% | 5,929 | -10,019 | -62.82% | $739,939 |
| INTEL CORP | INTC | Technology | 0.36% | 16,310 | -676 | -3.98% | $719,756 |
| CMS ENERGY CORP | CMS | Utilities | 0.35% | 9,000 | - | - | $698,220 |
| DEERE & CO | DE | Industrials | 0.35% | 1,217 | -4 | -0.33% | $685,751 |
| EVERSOURCE ENERGY | ES | Utilities | 0.31% | 8,838 | +149 | +1.71% | $612,328 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.30% | 2,194 | +294 | +15.47% | $593,683 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.29% | 675 | -8 | -1.17% | $571,026 |
| ABBVIE INC | ABBV | Healthcare | 0.25% | 2,318 | +9 | +0.39% | $504,177 |
| GRAYSCALE BITCOIN MINI TR ET | BTC | Other | 0.25% | 16,736 | +9,790 | +140.94% | $501,913 |
| NETFLIX INC. | NFLX | Communication Services | 0.25% | 5,130 | -83 | -1.59% | $493,250 |
| ENERGY TRANSFER L P | ET | Energy | 0.24% | 24,945 | -3,500 | -12.30% | $481,439 |
| CENTERPOINT ENERGY INC | CNP | Utilities | 0.24% | 11,050 | +1 | +0.01% | $476,898 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.23% | 15,474 | -5,383 | -25.81% | $449,976 |
| ISHARES TR | IVV | Other | 0.22% | 679 | -14 | -2.02% | $443,544 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.22% | 2,000 | - | - | $430,120 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.21% | 1,274 | -44 | -3.34% | $419,030 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.21% | 856 | +856 | +100.00% | $410,195 |
| TEXAS INSTRS INC | TXN | Technology | 0.19% | 1,948 | -803 | -29.19% | $378,185 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.18% | 12,259 | -302 | -2.40% | $357,105 |
| KRAFT HEINZ CO | KHC | Consumer Defensive | 0.17% | 14,564 | -5,798 | -28.47% | $327,540 |
| SOUTHERN CO | SO | Utilities | 0.16% | 3,371 | +756 | +28.91% | $325,344 |
| UNITED STS OIL FD LP | USO | Other | 0.16% | 2,553 | +2,553 | +100.00% | $324,869 |
| SOUTHERN COPPER CORP | SCCO | Basic Materials | 0.16% | 1,874 | +1,874 | +100.00% | $322,495 |
| PFIZER INC | PFE | Healthcare | 0.16% | 11,243 | +3,191 | +39.63% | $315,709 |
| DISNEY WALT CO | DIS | Communication Services | 0.16% | 3,237 | +404 | +14.26% | $311,975 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.15% | 5,002 | -408 | -7.54% | $303,375 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 0.15% | 996 | -14 | -1.39% | $289,398 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.13% | 8,277 | +232 | +2.88% | $253,924 |
| WELLS FARGO & CO | WFC | Financial Services | 0.13% | 3,187 | -43 | -1.33% | $253,681 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.12% | 1,004 | - | - | $243,371 |
| VISA INC | V | Financial Services | 0.12% | 754 | - | - | $227,918 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.11% | 466 | - | - | $214,821 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.10% | 1,258 | - | - | $207,998 |
| FORD MTR CO | F | Consumer Cyclical | 0.08% | 13,696 | +13,696 | +100.00% | $158,052 |
| UNITED STATES ANTIMONY CORP | UAMY | Basic Materials | 0.07% | 16,158 | - | - | $141,059 |
Finer Wealth Management, Inc. Options Holdings in Q1 2026
1 options positions in the latest reporting period.
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| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2026 | MSTR | MicroStrategy Incorporated | CALL | 10,000 | $1,248,000 |
Notional value represents the total exposure of the options position.