We are live on
!
Find out more
FWM
Finer Wealth Management Portfolio holdings
AUM
$198M
1-Year Est. Return
31.61%
This Fund
S&P 500
1 Year Est. Return
+31.61%
AUM
$198M
AUM Growth
-$8.53M
(-4.1%)
Holding
88
Top Buys
| 1 | +$1.49M | |
| 2 | +$647K | |
| 3 | +$445K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$420K |
| 5 |
RTX Corp
RTX
|
+$388K |
Top Sells
| 1 | +$1.43M | |
| 2 | +$546K | |
| 3 | +$516K | |
| 4 |
Eli Lilly
LLY
|
+$446K |
| 5 |
Grayscale Bitcoin Trust
GBTC
|
+$363K |
Sector Composition
| 1 | Technology | 32.71% |
| 2 | Communication Services | 14.11% |
| 3 | Healthcare | 10.34% |
| 4 | Consumer Staples | 9.29% |
| 5 | Consumer Discretionary | 7.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.28T
| $17.3M | 8.75% |
68,343
-611
|
|
||
2
NVIDIA
NVDA
$4.97T
| $14.4M | 7.28% |
82,770
-1,076
|
|
||
|
3
Eli Lilly
LLY
$1.01T
| $12.1M | 6.11% |
13,172
-440
|
|
||
4
Microsoft
MSFT
$2.9T
| $11.9M | 6.01% |
32,159
-263
|
|
||
5
Alphabet (Google) Class A
GOOGL
$4.39T
| $10.3M | 5.19% |
35,779
-1,066
|
|
||
6
Amazon
AMZN
$2.57T
| $9.23M | 4.66% |
44,322
-531
|
|
||
7
Meta Platforms (Facebook)
META
$1.44T
| $7.92M | 4% |
13,845
+5
|
|
||
8
Caterpillar
CAT
$419B
| $7.06M | 3.56% |
9,959
-80
|
|
||
9
JPMorgan Chase
JPM
$859B
| $6.23M | 3.14% |
21,172
-419
|
|
||
10
Walmart Inc
WMT
$963B
| $6.11M | 3.08% |
49,156
-527
|
|
||
11
Merck
MRK
$294B
| $5.46M | 2.75% |
45,355
-225
|
|
||
12
Advanced Micro Devices
AMD
$834B
| $4.53M | 2.29% |
22,272
-360
|
|
||
13
Exxon Mobil
XOM
$609B
| $4.31M | 2.17% |
25,375
-33
|
|
||
14
AT&T
T
$164B
| $3.82M | 1.93% |
131,708
+5,416
|
|
||
15
Procter & Gamble
PG
$348B
| $3.77M | 1.9% |
26,133
-413
|
|
||
16
TSMC
TSM
$2.2T
| $3.75M | 1.89% |
11,089
-257
|
|
||
17
Verizon
VZ
$201B
| $3.5M | 1.76% |
69,626
+1,551
|
|
||
18
McDonald's
MCD
$202B
| $3.32M | 1.68% |
10,688
+58
|
|
||
19
Chevron
CVX
$373B
| $3.19M | 1.61% |
15,423
-92
|
|
||
|
SCHW
20
Charles Schwab
SCHW
$158B
| $3.05M | 1.54% |
32,419
-283
|
|
||
21
iShares Bitcoin Trust
IBIT
$49.2B
| $2.74M | 1.38% |
71,374
+14,948
|
|
||
22
Tesla
TSLA
$1.53T
| $2.6M | 1.31% |
6,994
+59
|
|
||
23
Palantir
PLTR
$307B
| $2.58M | 1.3% |
17,671
+1,170
|
|
||
24
PepsiCo
PEP
$197B
| $2.43M | 1.23% |
15,668
-3,311
|
|
||
25
ASML
ASML
$718B
| $2.14M | 1.08% |
1,622
-71
|
|