Finer Wealth Management, Inc.
Net seller this quarter
$224M
77
-$2.43M
55.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $19.2M | 8.60% | 0.00% | -2.7% | Q4 2021 |
 NVDA | $16.3M | 7.30% | 0.00% | -1.4% | Q4 2021 |
 LLY | $15.1M | 6.75% | 0.00% | -4.4% | Q4 2021 |
 AMD | $12.8M | 5.71% | 0.00% | -1.3% | Q1 2022 |
 GOOGL | $12.4M | 5.56% | 0.00% | -2.6% | Q4 2021 |
 MSFT | $12M | 5.34% | 0.00% | -0.3% | Q4 2021 |
 CAT | $10.5M | 4.67% | 0.00% | -1.4% | Q4 2021 |
 AMZN | $10.4M | 4.66% | 0.00% | -1.3% | Q4 2021 |
 META | $7.62M | 3.41% | Not reported | -2.2% | Q4 2021 |
 JPM | $6.99M | 3.12% | 0.00% | +0.9% | Q4 2021 |
 MRK | $5.83M | 2.61% | 0.00% | 0.0% | Q4 2021 |
 WMT | $5.51M | 2.46% | 0.00% | -1.0% | Q4 2021 |
 TSM | $5.31M | 2.37% | 0.00% | +0.2% | Q4 2021 |
 PG | $3.93M | 1.76% | 0.00% | +2.6% | Q4 2021 |
 XOM | $3.47M | 1.55% | 0.00% | 0.0% | Q4 2021 |
 ASML | $3.28M | 1.46% | 0.00% | +1.5% | Q2 2025 |
 TSLA | $3.06M | 1.37% | 0.00% | +4.2% | Q4 2021 |
 VZ | $3.01M | 1.35% | 0.00% | +2.3% | Q4 2021 |
 SCHW | $3.01M | 1.35% | 0.00% | +0.8% | Q3 2023 |
 MCD | $2.93M | 1.31% | 0.00% | +1.3% | Q4 2021 |
 T | $2.81M | 1.25% | 0.00% | +3.0% | Q4 2021 |
 IBIT | $2.76M | 1.23% | 0.01% | +16.0% | Q4 2024 |
 CVX | $2.54M | 1.13% | 0.00% | -0.7% | Q4 2021 |
 KO | $2.25M | 1.00% | 0.00% | Not reported | Q4 2021 |
 MU | $2.24M | 1.00% | 0.00% | -29.6% | Q4 2021 |
 PLTR | $2.2M | 0.99% | 0.00% | +6.9% | Q1 2025 |
 MO | $2.11M | 0.94% | 0.00% | +12.4% | Q4 2021 |
| GOOG | $2.07M | 0.93% | Not reported | +2.7% | Q4 2021 |
 INTC | $2.06M | 0.92% | 0.00% | -9.5% | Q4 2021 |
 GLD | $1.99M | 0.89% | 0.00% | +9.9% | Q4 2021 |
 CSCO | $1.92M | 0.86% | 0.00% | Not reported | Q4 2021 |
 PEP | $1.87M | 0.83% | 0.00% | -11.9% | Q4 2021 |
 RTX | $1.72M | 0.77% | 0.00% | +19.0% | Q4 2021 |
 AVGO | $1.38M | 0.61% | 0.00% | -11.3% | Q4 2022 |
 CRM | $1.31M | 0.59% | 0.00% | -21.9% | Q4 2021 |
 BTI | $1.03M | 0.46% | 0.00% | +1.8% | Q2 2022 |
 JNJ | $1.02M | 0.46% | 0.00% | -0.7% | Q4 2021 |
 COST | $1.01M | 0.45% | 0.00% | +40.6% | Q4 2025 |
| SPY | $994K | 0.44% | Not reported | +0.8% | Q4 2021 |
 GBTC | $991K | 0.44% | 0.01% | Not reported | Q1 2024 |
 LMT | $952K | 0.43% | 0.00% | -11.2% | Q3 2023 |
 UNH | $904K | 0.40% | 0.00% | -0.9% | Q2 2025 |
 XEL | $879K | 0.39% | 0.00% | Not reported | Q4 2021 |
 BAC | $827K | 0.37% | 0.00% | -7.5% | Q4 2021 |
 DE | $689K | 0.31% | 0.00% | -10.8% | Q4 2021 |
 CMS | $689K | 0.31% | 0.00% | Not reported | Q4 2021 |
 GS | $679K | 0.30% | 0.00% | -0.6% | Q4 2021 |
| SLV | $672K | 0.30% | 0.00% | +1.4% | Q4 2025 |
 ES | $664K | 0.30% | 0.00% | +4.0% | Q4 2021 |
 ABBV | $607K | 0.27% | 0.00% | +4.0% | Q3 2024 |
| Q1 2026 | |||||
| AAPL | $17.3M | 8.70% | 0.00% | -0.9% | Q4 2021 |
| NVDA | $14.4M | 7.24% | 0.00% | -1.3% | Q4 2021 |
| LLY | $12.1M | 6.08% | 0.00% | -3.2% | Q4 2021 |
| MSFT | $11.9M | 5.97% | 0.00% | -0.8% | Q4 2021 |
| GOOGL | $10.3M | 5.16% | 0.00% | -2.9% | Q4 2021 |
| AMZN | $9.23M | 4.63% | 0.00% | -1.2% | Q4 2021 |
| META | $7.92M | 3.97% | Not reported | 0.0% | Q4 2021 |
| CAT | $7.06M | 3.54% | 0.00% | -0.8% | Q4 2021 |
| JPM | $6.23M | 3.12% | 0.00% | -1.9% | Q4 2021 |
| WMT | $6.11M | 3.06% | 0.00% | -1.1% | Q4 2021 |
| MRK | $5.46M | 2.74% | 0.00% | -0.5% | Q4 2021 |
| AMD | $4.53M | 2.27% | 0.00% | -1.6% | Q1 2022 |
| XOM | $4.31M | 2.16% | 0.00% | -0.1% | Q4 2021 |
| T | $3.82M | 1.91% | 0.00% | +4.3% | Q4 2021 |
| PG | $3.77M | 1.89% | 0.00% | -1.6% | Q4 2021 |
| TSM | $3.75M | 1.88% | 0.00% | -2.3% | Q4 2021 |
| VZ | $3.5M | 1.75% | 0.00% | +2.3% | Q4 2021 |
| MCD | $3.32M | 1.67% | 0.00% | +0.6% | Q4 2021 |
| CVX | $3.19M | 1.60% | 0.00% | -0.6% | Q4 2021 |
| SCHW | $3.05M | 1.53% | 0.00% | -0.9% | Q3 2023 |
| IBIT | $2.74M | 1.38% | 0.01% | +26.5% | Q4 2024 |
| TSLA | $2.6M | 1.30% | 0.00% | +0.9% | Q4 2021 |
| PLTR | $2.58M | 1.30% | 0.00% | +7.1% | Q1 2025 |
| PEP | $2.43M | 1.22% | 0.00% | -17.5% | Q4 2021 |
| ASML | $2.14M | 1.07% | 0.00% | -4.2% | Q2 2025 |
| GLD | $2.12M | 1.06% | 0.00% | +5.1% | Q4 2021 |
| KO | $2.1M | 1.05% | 0.00% | +3.6% | Q4 2021 |
| CRM | $2M | 1.00% | 0.00% | -19.7% | Q4 2021 |
| MO | $1.72M | 0.86% | 0.00% | +25.8% | Q4 2021 |
| GOOG | $1.64M | 0.82% | Not reported | +6.6% | Q4 2021 |
| RTX | $1.47M | 0.74% | 0.00% | +34.4% | Q4 2021 |
| LMT | $1.27M | 0.64% | 0.00% | -11.3% | Q3 2023 |
| AVGO | $1.27M | 0.64% | 0.00% | +0.8% | Q4 2022 |
| CSCO | $1.27M | 0.64% | 0.00% | Not reported | Q4 2021 |
| GBTC | $1.15M | 0.58% | 0.01% | -21.9% | Q1 2024 |
| JNJ | $990K | 0.50% | 0.00% | -0.2% | Q4 2021 |
| BTI | $956K | 0.48% | 0.00% | +5.3% | Q2 2022 |
| MU | $933K | 0.47% | 0.00% | Not reported | Q4 2021 |
| XEL | $869K | 0.44% | 0.00% | Not reported | Q4 2021 |
| SPY | $859K | 0.43% | Not reported | -0.6% | Q4 2021 |
| SLV | $845K | 0.42% | 0.00% | +12.7% | Q4 2025 |
| COST | $765K | 0.38% | 0.00% | +147.0% | Q4 2025 |
| BAC | $764K | 0.38% | 0.00% | -4.1% | Q4 2021 |
| ETHE | $744K | 0.37% | 0.04% | +13.2% | Q3 2024 |
 MSTR | $740K | 0.37% | Not reported | -62.8% | Q4 2024 |
| INTC | $720K | 0.36% | 0.00% | -4.0% | Q4 2021 |
| CMS | $698K | 0.35% | 0.00% | Not reported | Q4 2021 |
| DE | $686K | 0.34% | 0.00% | -0.3% | Q4 2021 |
| ES | $612K | 0.31% | 0.00% | +1.7% | Q4 2021 |
| UNH | $594K | 0.30% | 0.00% | +15.5% | Q2 2025 |
| Q4 2025 | |||||
| AAPL | $18.7M | 9.07% | 0.00% | +1.1% | Q4 2021 |
| MSFT | $15.7M | 7.59% | 0.00% | +9.6% | Q4 2021 |
| NVDA | $15.6M | 7.57% | 0.00% | -1.9% | Q4 2021 |
| LLY | $14.6M | 7.08% | 0.00% | -5.5% | Q4 2021 |
| GOOGL | $11.5M | 5.58% | 0.00% | +0.2% | Q4 2021 |
| AMZN | $10.4M | 5.01% | 0.00% | +1.7% | Q4 2021 |
| META | $9.14M | 4.42% | Not reported | +1.2% | Q4 2021 |
| JPM | $6.96M | 3.37% | 0.00% | +1.8% | Q4 2021 |
| CAT | $5.75M | 2.78% | 0.00% | -1.2% | Q4 2021 |
| WMT | $5.54M | 2.68% | 0.00% | +1.9% | Q4 2021 |
| AMD | $4.85M | 2.34% | 0.00% | +0.3% | Q1 2022 |
| MRK | $4.8M | 2.32% | 0.00% | +4.0% | Q4 2021 |
| PG | $3.8M | 1.84% | 0.00% | +4.8% | Q4 2021 |
| CRM | $3.54M | 1.71% | 0.00% | +5.2% | Q4 2021 |
| TSM | $3.45M | 1.67% | 0.00% | -1.8% | Q4 2021 |
| SCHW | $3.27M | 1.58% | 0.00% | +2.2% | Q3 2023 |
| MCD | $3.25M | 1.57% | 0.00% | +6.4% | Q4 2021 |
| T | $3.14M | 1.52% | 0.00% | -2.4% | Q4 2021 |
| TSLA | $3.12M | 1.51% | 0.00% | +13.4% | Q4 2021 |
| XOM | $3.06M | 1.48% | 0.00% | +1.1% | Q4 2021 |
| PLTR | $2.93M | 1.42% | 0.00% | +16.7% | Q1 2025 |
| IBIT | $2.8M | 1.36% | 0.00% | +26.5% | Q4 2024 |
| VZ | $2.77M | 1.34% | 0.00% | -2.7% | Q4 2021 |
| PEP | $2.72M | 1.32% | 0.00% | +5.9% | Q4 2021 |
| MSTR | $2.42M | 1.17% | Not reported | -28.3% | Q4 2024 |
| CVX | $2.36M | 1.14% | 0.00% | -0.6% | Q4 2021 |
| GBTC | $1.91M | 0.92% | 0.01% | -2.7% | Q1 2024 |
| KO | $1.86M | 0.90% | 0.00% | -0.2% | Q4 2021 |
| GLD | $1.86M | 0.90% | 0.00% | +30.6% | Q4 2021 |
| ASML | $1.81M | 0.88% | 0.00% | Not reported | Q2 2025 |
| GOOG | $1.68M | 0.81% | Not reported | -5.7% | Q4 2021 |
| AVGO | $1.41M | 0.68% | 0.00% | +9.4% | Q4 2022 |
| CSCO | $1.26M | 0.61% | 0.00% | +2.0% | Q4 2021 |
| MO | $1.2M | 0.58% | 0.00% | Not reported | Q4 2021 |
| LMT | $1.15M | 0.56% | 0.00% | -35.8% | Q3 2023 |
| RTX | $1.04M | 0.50% | 0.00% | +0.1% | Q4 2021 |
| ETHE | $939K | 0.45% | 0.03% | +40.1% | Q3 2024 |
| SPY | $906K | 0.44% | Not reported | +4.9% | Q4 2021 |
| BAC | $899K | 0.44% | 0.00% | -5.0% | Q4 2021 |
| BTI | $879K | 0.43% | 0.00% | -0.3% | Q2 2022 |
| JNJ | $839K | 0.41% | 0.00% | -1.7% | Q4 2021 |
| XEL | $808K | 0.39% | 0.00% | Not reported | Q4 2021 |
| MU | $788K | 0.38% | 0.00% | Not reported | Q4 2021 |
| SLV | $709K | 0.34% | 0.00% | New | Q4 2025 |
| CMS | $629K | 0.30% | 0.00% | Not reported | Q4 2021 |
| UNH | $627K | 0.30% | 0.00% | +82.5% | Q2 2025 |
| INTC | $627K | 0.30% | 0.00% | +7.4% | Q4 2021 |
| GS | $600K | 0.29% | 0.00% | -14.7% | Q4 2021 |
| ES | $585K | 0.28% | 0.00% | Not reported | Q4 2021 |
| DE | $569K | 0.28% | 0.00% | -1.9% | Q4 2021 |
| Q3 2025 | |||||
| AAPL | $17.4M | 8.65% | 0.00% | +1.1% | Q4 2021 |
| NVDA | $15.9M | 7.95% | 0.00% | -0.3% | Q4 2021 |
| MSFT | $15.3M | 7.64% | 0.00% | +0.3% | Q4 2021 |
| LLY | $11M | 5.48% | 0.00% | -1.1% | Q4 2021 |
| META | $10M | 5.00% | Not reported | -0.2% | Q4 2021 |
| AMZN | $9.68M | 4.83% | 0.00% | +0.3% | Q4 2021 |
| GOOGL | $8.94M | 4.45% | 0.00% | -0.3% | Q4 2021 |
| MSTR | $7.17M | 3.57% | Not reported | Not reported | Q4 2024 |
| JPM | $6.69M | 3.33% | 0.00% | +0.3% | Q4 2021 |
| WMT | $5.02M | 2.50% | 0.00% | -0.3% | Q4 2021 |
| CAT | $4.85M | 2.42% | 0.00% | +1.2% | Q4 2021 |
| PG | $3.89M | 1.94% | 0.00% | +1.6% | Q4 2021 |
| MRK | $3.68M | 1.83% | 0.00% | +2.5% | Q4 2021 |
| T | $3.65M | 1.82% | 0.00% | -2.3% | Q4 2021 |
| AMD | $3.65M | 1.82% | 0.00% | +3.3% | Q1 2022 |
| TSM | $3.23M | 1.61% | 0.00% | -1.3% | Q4 2021 |
| VZ | $3.07M | 1.53% | 0.00% | -2.1% | Q4 2021 |
| SCHW | $3.06M | 1.52% | 0.00% | +0.2% | Q3 2023 |
 ET | $3.04M | 1.51% | 0.01% | -4.1% | Q1 2022 |
| MCD | $3.04M | 1.51% | 0.00% | +3.8% | Q4 2021 |
| CRM | $3.01M | 1.50% | 0.00% | +2.6% | Q4 2021 |
| IBIT | $2.9M | 1.45% | 0.00% | +12.5% | Q4 2024 |
| XOM | $2.83M | 1.41% | 0.00% | -1.3% | Q4 2021 |
| TSLA | $2.72M | 1.36% | 0.00% | +11.3% | Q4 2021 |
| PLTR | $2.58M | 1.29% | 0.00% | +27.0% | Q1 2025 |
| GBTC | $2.57M | 1.28% | 0.01% | Not reported | Q1 2024 |
| PEP | $2.52M | 1.25% | 0.00% | +2.7% | Q4 2021 |
| CVX | $2.42M | 1.21% | 0.00% | -1.1% | Q4 2021 |
| LMT | $1.84M | 0.92% | 0.00% | -1.8% | Q3 2023 |
| KO | $1.77M | 0.88% | 0.00% | Not reported | Q4 2021 |
| ASML | $1.64M | 0.82% | 0.00% | Not reported | Q2 2025 |
 SUN | $1.54M | 0.77% | Not reported | -6.6% | Q1 2022 |
| GOOG | $1.38M | 0.69% | Not reported | -0.3% | Q4 2021 |
| MO | $1.37M | 0.68% | 0.00% | -3.1% | Q4 2021 |
| GLD | $1.28M | 0.64% | 0.00% | +3.4% | Q4 2021 |
| AVGO | $1.23M | 0.61% | 0.00% | 0.0% | Q4 2022 |
| CSCO | $1.1M | 0.55% | 0.00% | Not reported | Q4 2021 |
| RTX | $947K | 0.47% | 0.00% | -2.2% | Q4 2021 |
| ETHE | $942K | 0.47% | 0.02% | +12.8% | Q3 2024 |
 KHC | $909K | 0.45% | 0.00% | -15.1% | Q4 2021 |
| BAC | $888K | 0.44% | 0.00% | -10.9% | Q4 2021 |
 TXN | $883K | 0.44% | 0.00% | -9.3% | Q3 2023 |
| XEL | $882K | 0.44% | 0.00% | Not reported | Q4 2021 |
| SPY | $844K | 0.42% | Not reported | -1.7% | Q4 2021 |
| BTI | $827K | 0.41% | 0.00% | -1.7% | Q2 2022 |
| JNJ | $765K | 0.38% | 0.00% | -8.2% | Q4 2021 |
| CMS | $659K | 0.33% | 0.00% | Not reported | Q4 2021 |
| GS | $638K | 0.32% | 0.00% | -0.7% | Q4 2021 |
| ES | $618K | 0.31% | 0.00% | -0.3% | Q4 2021 |
| DE | $569K | 0.28% | 0.00% | -5.3% | Q4 2021 |