Finer Wealth Management, Inc. holdings history

Add to watchlist

98 is the total number of securities Finer Wealth Management, Inc. has owned. The longest Finer Wealth Management, Inc. has owned a single stock is 8 quarters.

Finer Wealth Management, Inc. historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
AAPL APPLE INC887.71%8.90%9.85%Q4 2021Q3 20238
MSFT MICROSOFT CORP885.62%6.50%7.27%Q4 2021Q3 20238
LLY LILLY ELI & CO884.56%5.85%7.71%Q4 2021Q3 20238
AMZN AMAZON COM INC882.81%3.78%4.51%Q4 2021Q3 20238
MRK MERCK & CO INC882.61%3.60%4.45%Q4 2021Q3 20238
GOOGL ALPHABET INC882.67%3.24%3.72%Q4 2021Q3 20238
PFE PFIZER INC882.26%3.03%3.54%Q4 2021Q3 20238
BMY BRISTOL-MYERS SQUIBB CO882.45%2.96%3.41%Q4 2021Q3 20238
PG PROCTER AND GAMBLE CO882.74%2.87%3.16%Q4 2021Q3 20238
VZ VERIZON COMMUNICATIONS...881.62%2.30%3.28%Q4 2021Q3 20238
FB META PLATFORMS INC881.36%2.26%3.11%Q4 2021Q3 20238
XOM EXXON MOBIL CORP880.99%2.17%2.80%Q4 2021Q3 20238
T AT&T INC881.70%2.14%2.73%Q4 2021Q3 20238
JNJ JOHNSON & JOHNSON881.62%2.13%2.47%Q4 2021Q3 20238
CVX CHEVRON CORP NEW881.29%2.09%2.72%Q4 2021Q3 20238
PEP PEPSICO INC881.88%2.07%2.32%Q4 2021Q3 20238
INTC INTEL CORP881.43%1.92%2.24%Q4 2021Q3 20238
PFF ISHARES TR881.29%1.90%2.52%Q4 2021Q3 20238
WMT WALMART INC881.62%1.80%2.00%Q4 2021Q3 20238
CRM SALESFORCE INC881.30%1.77%2.33%Q4 2021Q3 20238
TMO THERMO FISHER SCIENTIF...881.29%1.74%2.14%Q4 2021Q3 20238
CAT CATERPILLAR INC881.42%1.70%2.12%Q4 2021Q3 20238
DE DEERE & CO881.20%1.61%2.06%Q4 2021Q3 20238
JPM JPMORGAN CHASE & CO881.04%1.47%2.10%Q4 2021Q3 20238
APD AIR PRODS & CHEMS INC881.25%1.44%1.81%Q4 2021Q3 20238
NVDA NVIDIA CORPORATION880.71%1.42%2.60%Q4 2021Q3 20238
MCD MCDONALDS CORP880.89%1.29%1.50%Q4 2021Q3 20238
SHY ISHARES TR880.24%1.16%2.03%Q4 2021Q3 20238
V VISA INC880.88%1.16%1.23%Q4 2021Q3 20238
KHC KRAFT HEINZ CO880.90%1.13%1.37%Q4 2021Q3 20238
GLD SPDR GOLD TR880.75%1.13%1.27%Q4 2021Q3 20238
DIS DISNEY WALT CO880.51%0.88%1.20%Q4 2021Q3 20238
LQD ISHARES TR880.18%0.84%1.53%Q4 2021Q3 20238
BAC BK OF AMERICA CORP880.38%0.83%1.31%Q4 2021Q3 20238
CSCO CISCO SYS INC880.70%0.81%0.98%Q4 2021Q3 20238
KMB KIMBERLY-CLARK CORP880.60%0.81%0.97%Q4 2021Q3 20238
TSLA TESLA INC880.41%0.76%1.00%Q4 2021Q3 20238
ES EVERSOURCE ENERGY880.48%0.76%1.12%Q4 2021Q3 20238
XEL XCEL ENERGY INC880.58%0.73%0.84%Q4 2021Q3 20238
RTX RTX CORPORATION880.40%0.59%0.71%Q4 2021Q3 20238
CMS CMS ENERGY CORP880.43%0.58%0.74%Q4 2021Q3 20238
EPD ENTERPRISE PRODS PARTN...880.22%0.58%0.88%Q4 2021Q3 20238
GOOG ALPHABET INC880.46%0.57%0.72%Q4 2021Q3 20238
MO ALTRIA GROUP INC880.34%0.56%0.76%Q4 2021Q3 20238
KO COCA COLA CO880.45%0.53%0.60%Q4 2021Q3 20238
HD HOME DEPOT INC880.41%0.53%0.70%Q4 2021Q3 20238
SPY SPDR S&P 500 ETF TR880.45%0.52%0.64%Q4 2021Q3 20238
GS GOLDMAN SACHS GROUP INC880.18%0.50%0.76%Q4 2021Q3 20238
F FORD MTR CO DEL880.31%0.48%0.74%Q4 2021Q3 20238
BA BOEING CO880.32%0.47%0.60%Q4 2021Q3 20238
USO UNITED STS OIL FD LP880.32%0.42%0.52%Q4 2021Q3 20238
PYPL PAYPAL HLDGS INC880.18%0.41%0.84%Q4 2021Q3 20238
EBC EASTERN BANKSHARES INC880.30%0.41%0.60%Q4 2021Q3 20238
TSM TAIWAN SEMICONDUCTOR M...880.24%0.40%0.61%Q4 2021Q3 20238
CNP CENTERPOINT ENERGY INC880.32%0.39%0.46%Q4 2021Q3 20238
AEP AMERICAN ELEC PWR CO INC880.18%0.35%0.47%Q4 2021Q3 20238
IVV ISHARES TR880.30%0.33%0.38%Q4 2021Q3 20238
UDR UDR INC880.23%0.32%0.40%Q4 2021Q3 20238
SCHD SCHWAB STRATEGIC TR880.25%0.31%0.36%Q4 2021Q3 20238
VIG VANGUARD SPECIALIZED F...880.26%0.29%0.33%Q4 2021Q3 20238
DOW DOW INC880.17%0.28%0.46%Q4 2021Q3 20238
MU MICRON TECHNOLOGY INC880.18%0.25%0.37%Q4 2021Q3 20238
SCHG SCHWAB STRATEGIC TR880.21%0.25%0.30%Q4 2021Q3 20238
SUN SUNOCO LP/SUNOCO FIN CORP770.28%0.55%0.80%Q1 2022Q3 20237
ET ENERGY TRANSFER L P770.34%0.54%1.01%Q1 2022Q3 20237
AMD ADVANCED MICRO DEVICES...770.20%0.47%0.91%Q1 2022Q3 20237
BIP BROOKFIELD INFRAST PAR...770.20%0.37%0.58%Q1 2022Q3 20237
IWM ISHARES TR770.28%0.32%0.41%Q4 2021Q2 20237
XHB SPDR SER TR770.25%0.29%0.36%Q4 2021Q2 20237
CVS CVS HEALTH CORP770.17%0.28%0.34%Q4 2021Q2 20237
SXC SUNCOKE ENERGY INC770.13%0.16%0.18%Q1 2022Q3 20237
DBO INVESCO DB MULTI-SECTO...660.22%0.29%0.34%Q4 2021Q1 20236
BTI BRITISH AMERN TOB PLC660.23%0.27%0.34%Q2 2022Q3 20236
ISRG INTUITIVE SURGICAL INC420.20%0.24%0.29%Q4 2021Q3 20236
SCHO SCHWAB STRATEGIC TR440.24%0.30%0.34%Q4 2021Q3 20224
NFLX NETFLIX INC220.17%0.26%0.40%Q4 2021Q2 20234
AVGO BROADCOM INC440.20%0.23%0.25%Q4 2022Q3 20234
MMM 3M CO310.16%0.19%0.23%Q2 2022Q2 20234
BHC BAUSCH HEALTH COS INC440.07%0.14%0.23%Q4 2021Q3 20224
IBM INTERNATIONAL BUSINESS...330.21%0.24%0.28%Q1 2023Q3 20233
WBA WALGREENS BOOTS ALLIAN...330.18%0.24%0.30%Q1 2023Q3 20233
WARNER BROS DISCOVERY INC330.10%0.22%0.31%Q2 2022Q4 20223
BEN FRANKLIN RESOURCES INC330.20%0.21%0.23%Q1 2023Q3 20233
WFC WELLS FARGO CO NEW330.18%0.18%0.19%Q1 2023Q3 20233
PM PHILIP MORRIS INTL INC330.17%0.17%0.18%Q1 2023Q3 20233
MVT BLACKROCK MUNIVEST FD ...220.43%0.48%0.53%Q4 2021Q1 20222
DAL DELTA AIR LINES INC DEL220.21%0.27%0.32%Q4 2021Q1 20222
SO SOUTHERN CO220.18%0.18%0.19%Q2 2023Q3 20232
SHLX SHELL MIDSTREAM PARTNE...220.13%0.15%0.16%Q2 2022Q3 20222
HVBT HIVE BLOCKCHAIN TECHNL...220.08%0.09%0.10%Q4 2021Q1 20222
SCHW SCHWAB CHARLES CORP110.39%0.39%0.39%Q3 2023Q3 20231
LMT LOCKHEED MARTIN CORP110.33%0.33%0.33%Q3 2023Q3 20231
VONG VANGUARD SCOTTSDALE FDS110.24%0.24%0.24%Q1 2022Q1 20221
TXN TEXAS INSTRS INC110.20%0.20%0.20%Q3 2023Q3 20231
VCSH VANGUARD SCOTTSDALE FDS110.19%0.19%0.19%Q1 2022Q1 20221
ETH ETHAN ALLEN INTERIORS INC110.18%0.18%0.18%Q4 2021Q4 20211
RBLX ROBLOX CORP110.17%0.17%0.17%Q1 2023Q1 20231
GILD GILEAD SCIENCES INC110.17%0.17%0.17%Q4 2021Q4 20211
 Download

The securities at the top of the list , including APPLE INC, MICROSOFT CORP, and LILLY ELI & CO, are the highest-conviction holdings of Finer Wealth Management, Inc..

The conviction is calculated by counting the number of quarters a security has been reported by Finer Wealth Management, Inc.. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Finer Wealth Management, Inc. owns currently or has owned in the past.