Finer Wealth Management, Inc.

RIA/Wealth

Finer Wealth Management, Inc. is a RIA/Wealth based in Salem, MA led by Michael Scott Finer, reporting $249.7M in AUM as of Q3 2025 with 36% Technology concentration and 53% concentrated in top 10 holdings.

CEOMichael Scott Finer

Portfolio Value: $200.8M
Positions: 87
Top Holding: AAPL at 8.65%
Last Reported: Q3 2025

Address530 Loring Avenue, Suite 302, Salem, MA, 01970, United States

Top Holdings

Largest long holdings in Finer Wealth Management, Inc.'s portfolio (53.4% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$17.4M	8.65%	+$184.6K Bought	0.00% 68.2K shares	Q4 2021 Held for 3y 11m
2 Nvidia NVDA	Semiconductors Technology	$15.9M	7.94%	-$54.5K Sold	0.00% 85.5K shares	Q4 2021 Held for 3y 11m
3 Microsoft MSFT	Software - Infrastructure Technology	$15.3M	7.63%	+$40.9K Bought	0.00% 29.6K shares	Q4 2021 Held for 3y 11m
4 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$11.0M	5.48%	-$117.5K Sold	0.00% 14.4K shares	Q4 2021 Held for 3y 11m
5 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$10.0M	5.00%	-$14.7K Sold	0.00% 13.7K shares	Q4 2021 Held for 3y 11m
6 Amazon AMZN	Specialty Retail Consumer Cyclical	$9.7M	4.82%	+$27.2K Bought	0.00% 44.1K shares	Q4 2021 Held for 3y 11m
7 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$8.9M	4.45%	-$26.0K Sold	0.00% 36.8K shares	Q4 2021 Held for 3y 11m
8 MicroStrategy MSTR	Software - Application Technology	$7.2M	3.57%	—	0.01% 22.2K shares	Q4 2024 Held for 11 months
9 JPMorgan Chase JPM	Banks - Diversified Financial Services	$6.7M	3.33%	+$20.8K Bought	0.00% 21.2K shares	Q4 2021 Held for 3y 11m
10 Walmart WMT	Discount Stores Consumer Defensive	$5.0M	2.50%	-$15.1K Sold	0.00% 48.8K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Finer Wealth Management, Inc.'s latest filing

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Market Value

$200.8M

Prior: $187.2M

Q/Q Change

+7.27%

+$13.6M

Net Flows % of MV

-0.292%

Turnover Ratio

1.51%

New Purchases

0 stocks

Added To

25 stocks

+$2.4M

Sold Out Of

3 stocks

$783.4K

Reduced Holdings

41 stocks

-$2.2M

Increased Positions

Position	Shares Δ	Change
1 UnitedHealth Group UNH	+34.5%	774.0 → 1.0K +$92.2K
2 Palantir Technologies Inc. PLTR	+27.04%	11.1K → 14.1K +$548.9K
3 BTC Grayscale Bitcoin Mini Trust BTC	+24.93%	5.7K → 7.1K +$71.7K
4 ETHE Grayscale Ethereum Trust ETHE	+12.77%	24.4K → 27.5K +$106.7K
5 iShares Bitcoin Trust IBIT	+12.49%	39.7K → 44.6K +$322.1K

Decreased Positions

Position	Shares Δ	Change
1 Eastern Bankshares, Inc. EBC	Sold	26.8K → 0 −$408.9K
2 Royal Caribbean Group RCL	Sold	848.0 → 0 −$265.5K
3 DDC Enterprise DDC	Sold	10.0K → 0 −$109.0K
4 Bristol-Myers Squibb BMY	-41.76%	11.0K → 6.4K −$207.1K
5 Kimberly-Clark KMB	-28.46%	4.4K → 3.1K −$155.1K