$118 Million is the total value of Finer Wealth Management, Inc.'s 83 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XEL | XCEL ENERGY INC | $859,860 | -3.8% | 12,750 | 0.0% | 0.73% | -13.1% | |
| MO | ALTRIA GROUP INC | $788,346 | -2.4% | 17,668 | 0.0% | 0.67% | -11.9% | |
| KO | COCA COLA CO | $626,496 | -2.5% | 10,100 | 0.0% | 0.53% | -11.8% | |
| CMS | CMS ENERGY CORP | $622,332 | -3.1% | 10,139 | 0.0% | 0.53% | -12.5% | |
| CNP | CENTERPOINT ENERGY INC | $441,900 | -1.8% | 15,000 | 0.0% | 0.37% | -11.2% | |
| IWM | ISHARES TRrussell 2000 etf | $338,246 | +2.3% | 1,896 | 0.0% | 0.29% | -7.4% | |
| XHB | SPDR SER TRs&p homebuild | $338,800 | +12.3% | 5,000 | 0.0% | 0.29% | +1.4% | |
| UDR | UDR INC | $331,108 | +6.0% | 8,064 | 0.0% | 0.28% | -4.1% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $320,803 | +1.4% | 2,083 | 0.0% | 0.27% | -8.4% | |
| BTI | BRITISH AMERN TOB PLCsponsored adr | $317,590 | -12.2% | 9,043 | 0.0% | 0.27% | -20.7% | |
| MMM | 3M CO | $212,007 | -12.3% | 2,017 | 0.0% | 0.18% | -20.8% | |
| SXC | SUNCOKE ENERGY INC | $200,236 | +4.1% | 22,298 | 0.0% | 0.17% | -6.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 9.9% |
| MICROSOFT CORP | 8 | Q3 2023 | 7.3% |
| LILLY ELI & CO | 8 | Q3 2023 | 7.7% |
| AMAZON COM INC | 8 | Q3 2023 | 4.5% |
| MERCK & CO INC | 8 | Q3 2023 | 4.5% |
| ALPHABET INC | 8 | Q3 2023 | 3.7% |
| PFIZER INC | 8 | Q3 2023 | 3.5% |
| BRISTOL-MYERS SQUIBB CO | 8 | Q3 2023 | 3.4% |
| PROCTER AND GAMBLE CO | 8 | Q3 2023 | 3.2% |
| VERIZON COMMUNICATIONS INC | 8 | Q3 2023 | 3.3% |
View Finer Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-06-06 |
| 13F-HR | 2022-06-01 |
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.