Finer Wealth Management, Inc.

Q4 2025 13F Holdings

  • Location
    salem, MA
  • Num holdings

    83

  • Value ($000)

    $206,691

  • Date Filed
    01/21/2026
  • Form type
    13F-HR
  • CIK
    0001929071
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$18.75 M
9 %

68,954

M
MSFT

MICROSOFT CORP

COM
594918104
$15.68 M
8 %

32,422

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$15.64 M
8 %

83,846

L
LLY

ELI LILLY & CO

COM
532457108
$14.63 M
7 %

13,612

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$11.53 M
6 %

36,845

A
AMZN

AMAZON COM INC

COM
023135106
$10.35 M
5 %

44,853

M
META

META PLATFORMS INC

CL A
30303M102
$9.14 M
4 %

13,840

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$6.96 M
3 %

21,591

C
CAT

CATERPILLAR INC

COM
149123101
$5.75 M
3 %

10,039

W
WMT

WALMART INC

COM
931142103
$5.54 M
3 %

49,683

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