| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 11 | Q2 2024 | 9.9% |
| MICROSOFT CORP | 11 | Q2 2024 | 8.1% |
| LILLY ELI & CO | 11 | Q2 2024 | 9.7% |
| AMAZON COM INC | 11 | Q2 2024 | 5.4% |
| MERCK & CO INC | 11 | Q2 2024 | 4.5% |
| ALPHABET INC | 11 | Q2 2024 | 4.2% |
| PROCTER AND GAMBLE CO | 11 | Q2 2024 | 3.2% |
| META PLATFORMS INC | 11 | Q2 2024 | 4.5% |
| BRISTOL-MYERS SQUIBB CO | 11 | Q2 2024 | 3.4% |
| PFIZER INC | 11 | Q2 2024 | 3.5% |
View Finer Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-04-26 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
View Finer Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.