$128 Million is the total value of Finer Wealth Management, Inc.'s 82 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
RBLX | Exit | ROBLOX CORPcl a | $0 | – | -4,530 | -100.0% | -0.17% | – |
DBO | Exit | INVESCO DB MULTI-SECTOR COMMoil fd | $0 | – | -18,245 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
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.