$125 Million is the total value of Finer Wealth Management, Inc.'s 80 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MMM | Exit | 3M CO | $0 | – | -2,017 | -100.0% | -0.16% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -3,144 | -100.0% | -0.17% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -587 | -100.0% | -0.20% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -1,901 | -100.0% | -0.28% | – |
| XHB | Exit | SPDR SER TRs&p homebuild | $0 | – | -5,000 | -100.0% | -0.31% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
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.