FWM
Finer Wealth Management Portfolio holdings
AUM
$201M
1-Year Est. Return
34.97%
1 Year Est. Return
+34.97%
AUM
$201M
AUM Growth
+$13.6M
(+7.3%)
Holding
89
Top Buys
| 1 | +$549K | |
| 2 | +$322K | |
| 3 | +$275K | |
| 4 |
ETH
Grayscale Ethereum Mini Trust ETF
ETH
|
+$263K |
| 5 |
AbbVie
ABBV
|
+$237K |
Top Sells
| 1 | +$409K | |
| 2 | +$266K | |
| 3 | +$207K | |
| 4 |
Kraft Heinz
KHC
|
+$161K |
| 5 |
Kimberly-Clark
KMB
|
+$155K |
Sector Composition
| 1 | Technology | 37.42% |
| 2 | Communication Services | 13.94% |
| 3 | Consumer Staples | 8.43% |
| 4 | Healthcare | 8.4% |
| 5 | Consumer Discretionary | 7.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.12T
| $17.4M | 8.65% |
68,202
+725
|
|
||
2
NVIDIA
NVDA
$4.47T
| $15.9M | 7.95% |
85,482
-292
|
|
||
3
Microsoft
MSFT
$3.56T
| $15.3M | 7.64% |
29,588
+79
|
|
||
4
Eli Lilly
LLY
$889B
| $11M | 5.48% |
14,410
-154
|
|
||
5
Meta Platforms (Facebook)
META
$1.64T
| $10M | 5% |
13,674
-20
|
|
||
6
Amazon
AMZN
$2.48T
| $9.68M | 4.83% |
44,099
+124
|
|
||
7
Alphabet (Google) Class A
GOOGL
$3.86T
| $8.94M | 4.45% |
36,755
-107
|
|
||
8
Strategy Inc
MSTR
$53.1B
| $7.17M | 3.57% |
22,248
|
|
||
9
JPMorgan Chase
JPM
$844B
| $6.69M | 3.33% |
21,203
+66
|
|
||
10
Walmart Inc. Common Stock
WMT
$902B
| $5.02M | 2.5% |
48,757
-147
|
|
||
11
Caterpillar
CAT
$288B
| $4.85M | 2.42% |
10,162
+121
|
|
||
12
Procter & Gamble
PG
$327B
| $3.89M | 1.94% |
25,334
+401
|
|
||
13
Merck
MRK
$242B
| $3.68M | 1.83% |
43,834
+1,072
|
|
||
14
AT&T
T
$173B
| $3.65M | 1.82% |
129,407
-2,977
|
|
||
15
Advanced Micro Devices
AMD
$360B
| $3.65M | 1.82% |
22,568
+711
|
|
||
16
TSMC
TSM
$1.61T
| $3.23M | 1.61% |
11,550
-151
|
|
||
17
Verizon
VZ
$168B
| $3.07M | 1.53% |
69,934
-1,491
|
|
||
18
Charles Schwab
SCHW
$170B
| $3.06M | 1.52% |
32,004
+65
|
|
||
19
Energy Transfer Partners
ET
$56.5B
| $3.04M | 1.51% |
176,913
-7,500
|
|
||
20
McDonald's
MCD
$221B
| $3.04M | 1.51% |
9,990
+368
|
|
||
21
Salesforce
CRM
$248B
| $3.01M | 1.5% |
12,716
+318
|
|
||
22
iShares Bitcoin Trust
IBIT
$71.9B
| $2.9M | 1.45% |
44,624
+4,956
|
|
||
23
Exxon Mobil
XOM
$504B
| $2.83M | 1.41% |
25,130
-325
|
|
||
24
Tesla
TSLA
$1.5T
| $2.72M | 1.36% |
6,116
+619
|
|
||
25
Palantir
PLTR
$448B
| $2.58M | 1.29% |
14,138
+3,009
|
|