Finer Wealth Management, Inc. Portfolio Holdings
Q3 2025•87 long positions•$200.8M portfolio value
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Holding90 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $17.4M 8.65% | +$184.6K Bought | 0.0% 68.2K shares | 67.5K → 68.2K +$184.6K | +1.07% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $15.9M 7.94% | -$54.5K Sold | 0.0% 85.5K shares | 85.8K → 85.5K −$54.5K | -0.34% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $15.3M 7.63% | +$40.9K Bought | 0.0% 29.6K shares | 29.5K → 29.6K +$40.9K | +0.27% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $11.0M 5.48% | -$117.5K Sold | 0.002% 14.4K shares | 14.6K → 14.4K −$117.5K | -1.06% | $684.00B Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $10.0M 5.0% | -$14.7K Sold | 0.001% 13.7K shares | 13.7K → 13.7K −$14.7K | -0.15% | $1.84T Mega Cap | Q4 2021 Held for 3y 11m | |
Specialty Retail Consumer Cyclical | $9.7M 4.82% | +$27.2K Bought | 0.0% 44.1K shares | 44.0K → 44.1K +$27.2K | +0.28% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $8.9M 4.45% | -$26.0K Sold | 0.0% 36.8K shares | 36.9K → 36.8K −$26.0K | -0.29% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Application Technology | $7.2M 3.57% | — | 0.008% 22.2K shares | — | — | $91.4B Large Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $6.7M 3.33% | +$20.8K Bought | 0.001% 21.2K shares | 21.1K → 21.2K +$20.8K | +0.31% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $5.0M 2.5% | -$15.1K Sold | 0.001% 48.8K shares | 48.9K → 48.8K −$15.1K | -0.3% | $821.68B Mega Cap | Q4 2021 Held for 3y 11m | |
Agricultural - Machinery Industrials | $4.8M 2.41% | +$57.7K Bought | 0.002% 10.2K shares | 10.0K → 10.2K +$57.7K | +1.21% | $223.53B Mega Cap | Q4 2021 Held for 3y 11m | |
Household & Personal Products Consumer Defensive | $3.9M 1.94% | +$61.6K Bought | 0.001% 25.3K shares | 24.9K → 25.3K +$61.6K | +1.61% | $359.62B Mega Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $3.7M 1.83% | +$90.0K Bought | 0.002% 43.8K shares | 42.8K → 43.8K +$90.0K | +2.51% | $209.64B Mega Cap | Q4 2021 Held for 3y 11m | |
Telecommunications Services Communication Services | $3.7M 1.82% | -$84.1K Sold | 0.002% 129.4K shares | 132.4K → 129.4K −$84.1K | -2.25% | $201.93B Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $3.7M 1.82% | +$115.0K Bought | 0.001% 22.6K shares | 21.9K → 22.6K +$115.0K | +3.25% | $262.56B Mega Cap | Q1 2022 Held for 3y 8m | |
Semiconductors Technology | $3.2M 1.61% | -$42.2K Sold | — 11.6K shares | 11.7K → 11.6K −$42.2K | -1.29% | — — | Q4 2022 Held for 2y 11m | |
Telecommunications Services Communication Services | $3.1M 1.53% | -$65.5K Sold | 0.002% 69.9K shares | 71.4K → 69.9K −$65.5K | -2.09% | $185.31B Large Cap | Q4 2021 Held for 3y 11m | |
Financial - Capital Markets Financial Services | $3.1M 1.52% | +$6.2K Bought | 0.002% 32.0K shares | 31.9K → 32.0K +$6.2K | +0.2% | $173.30B Large Cap | Q3 2023 Held for 2y 2m | |
Oil & Gas Midstream Energy | $3.0M 1.51% | -$128.7K Sold | 0.005% 176.9K shares | 184.4K → 176.9K −$128.7K | -4.07% | $58.9B Large Cap | Q1 2022 Held for 3y 8m | |
Restaurants Consumer Cyclical | $3.0M 1.51% | +$111.8K Bought | 0.001% 10.0K shares | 9.6K → 10.0K +$111.8K | +3.82% | $216.86B Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Application Technology | $3.0M 1.5% | +$75.4K Bought | 0.001% 12.7K shares | 12.4K → 12.7K +$75.4K | +2.56% | $225.62B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.9M 1.44% | +$322.1K Bought | — 44.6K shares | 39.7K → 44.6K +$322.1K | +12.49% | — — | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $2.8M 1.41% | -$36.6K Sold | 0.001% 25.1K shares | 25.5K → 25.1K −$36.6K | -1.28% | $480.68B Mega Cap | Q4 2021 Held for 3y 11m | |
Auto - Manufacturers Consumer Cyclical | $2.7M 1.35% | +$275.3K Bought | 0.0% 6.1K shares | 5.5K → 6.1K +$275.3K | +11.26% | $1.48T Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $2.6M 1.28% | +$548.9K Bought | 0.001% 14.1K shares | 11.1K → 14.1K +$548.9K | +27.04% | $432.76B Mega Cap | Q1 2025 Held for 8 months | |
Unknown Unknown | $2.6M 1.28% | — | — 28.7K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Beverages - Non-Alcoholic Consumer Defensive | $2.5M 1.25% | +$65.2K Bought | 0.001% 17.9K shares | 17.5K → 17.9K +$65.2K | +2.66% | $192.27B Large Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Integrated Energy | $2.4M 1.21% | -$27.8K Sold | 0.001% 15.6K shares | 15.8K → 15.6K −$27.8K | -1.13% | $312.88B Mega Cap | Q4 2021 Held for 3y 11m | |
Aerospace & Defense Industrials | $1.8M 0.919% | -$33.9K Sold | 0.002% 3.7K shares | 3.8K → 3.7K −$33.9K | -1.81% | $116.55B Large Cap | Q3 2023 Held for 2y 2m | |
Beverages - Non-Alcoholic Consumer Defensive | $1.8M 0.883% | — | 0.001% 26.7K shares | — | — | $285.42B Mega Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $1.6M 0.816% | — | — 1.7K shares | — | — | — — | Q2 2025 Held for 5 months | |
Oil & Gas Refining & Marketing Energy | $1.5M 0.767% | -$108.1K Sold | 0.023% 30.8K shares | 32.9K → 30.8K −$108.1K | -6.56% | $6.8B Mid Cap | Q1 2022 Held for 3y 8m | |
Internet Content & Information Communication Services | $1.4M 0.689% | -$4.4K Sold | 0.0% 5.7K shares | 5.7K → 5.7K −$4.4K | -0.32% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
Tobacco Consumer Defensive | $1.4M 0.683% | -$43.7K Sold | 0.001% 20.8K shares | 21.4K → 20.8K −$43.7K | -3.09% | $110.97B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.4M 0.674% | +$35.4K Bought | — 9.4K shares | 9.1K → 9.4K +$35.4K | +2.68% | — — | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $1.3M 0.636% | +$41.9K Bought | — 3.6K shares | 3.5K → 3.6K +$41.9K | +3.4% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $1.2M 0.612% | +$329.9 Bought | 0.0% 3.7K shares | 3.7K → 3.7K +$329.9 | +0.03% | $1.56T Mega Cap | Q4 2022 Held for 2y 11m | |
Communication Equipment Technology | $1.1M 0.546% | — | 0.0% 16.0K shares | — | — | $270.48B Mega Cap | Q4 2021 Held for 3y 11m | |
Aerospace & Defense Industrials | $947.4K 0.472% | -$21.4K Sold | 0.0% 5.7K shares | 5.8K → 5.7K −$21.4K | -2.21% | $223.98B Mega Cap | Q4 2021 Held for 3y 11m | |
Asset Management Financial Services | $942.4K 0.469% | +$106.7K Bought | — 27.5K shares | 24.4K → 27.5K +$106.7K | +12.77% | — — | Q3 2024 Held for 1y 2m | |
Packaged Foods Consumer Defensive | $909.4K 0.453% | -$161.1K Sold | 0.003% 34.9K shares | 41.1K → 34.9K −$161.1K | -15.05% | $30.8B Large Cap | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $887.8K 0.442% | -$108.3K Sold | 0.0% 17.2K shares | 19.3K → 17.2K −$108.3K | -10.87% | $382.12B Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $883.1K 0.44% | -$90.4K Sold | 0.001% 4.8K shares | 5.3K → 4.8K −$90.4K | -9.28% | $167.04B Large Cap | Q3 2023 Held for 2y 2m | |
Regulated Electric Utilities | $882.5K 0.44% | — | 0.002% 10.9K shares | — | — | $47.7B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $843.7K 0.42% | -$14.7K Sold | — 1.3K shares | 1.3K → 1.3K −$14.7K | -1.71% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $835.7K 0.416% | -$147.3K Sold | — 30.0K shares | 35.2K → 30.0K −$147.3K | -14.98% | — — | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $827.1K 0.412% | -$14.0K Sold | — 15.6K shares | 15.8K → 15.6K −$14.0K | -1.66% | — — | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $764.9K 0.381% | -$68.0K Sold | 0.0% 4.1K shares | 4.5K → 4.1K −$68.0K | -8.17% | $446.55B Mega Cap | Q4 2021 Held for 3y 11m | |
Regulated Electric Utilities | $659.3K 0.328% | — | 0.003% 9.0K shares | — | — | $21.9B Large Cap | Q4 2021 Held for 3y 11m | |
Financial - Capital Markets Financial Services | $638.3K 0.318% | -$4.8K Sold | 0.0% 801.0 shares | 807.0 → 801.0 −$4.8K | -0.74% | $241.07B Mega Cap | Q4 2021 Held for 3y 11m |
