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FWM

Finer Wealth Management Portfolio holdings

AUM $199M
1-Year Est. Return 31.61%
This Fund
S&P 500
This Quarter Est. Return
-3.62%
1 Year Est. Return
+31.61%
3 Year Est. Return
+117.47%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$167M
AUM Growth
-$7.54M
Cap. Flow
+$1.62M
Cap. Flow %
0.97%
Top 10 Hldgs %
51.18%
Holding
86
New
4
Increased
30
Reduced
37
Closed
–

Top Buys

Rank Stock Value
1
PLTR icon
Palantir
PLTR
+$659K
2
IBIT icon
iShares Bitcoin Trust
IBIT
+$638K
3
NVDA icon
NVIDIA
NVDA
+$627K
4
TSLA icon
Tesla
TSLA
+$401K
5
NBIS
Nebius Group N.V.
NBIS
+$329K

Top Sells

Rank Stock Value
1
INTC icon
Intel
INTC
+$529K
2
LLY icon
Eli Lilly
LLY
+$427K
3
GLD icon
SPDR Gold Trust
GLD
+$294K
4
AAPL icon
Apple
AAPL
+$273K
5
AMZN icon
Amazon
AMZN
+$168K

Sector Composition

Rank Sector Weight
1 Technology 33.33%
2 Communication Services 12.46%
3 Healthcare 11.82%
4 Consumer Staples 9.92%
5 Consumer Discretionary 8.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
26
Coca-Cola
KO
$380B
$1.92M 1.15%
26,789
-236
-0.9% -$15.8K
GBTC icon
27
Grayscale Bitcoin Trust
GBTC
$9.59B
$1.89M 1.13%
29,014
-1,554
-5% -$115K
SUN icon
28
Sunoco
SUN
$14.4B
$1.86M 1.12%
32,083
+1,056
+3% +$59.8K
LMT icon
29
Lockheed Martin
LMT
$134B
$1.5M 0.9%
3,347
+185
+6% +$85.2K
TSLA icon
30
Tesla
TSLA
$1.21T
$1.27M 0.76%
4,890
+1,202
+33% +$401K
MO icon
31
Altria Group
MO
$125B
$1.26M 0.76%
21,063
– –
KHC icon
32
Kraft Heinz
KHC
$32.4B
$1.25M 0.75%
41,228
+1,615
+4% +$48.3K
IBB icon
33
iShares Biotechnology ETF
IBB
$9.55B
$1.2M 0.72%
9,361
+785
+9% +$106K
TMO icon
34
Thermo Fisher Scientific
TMO
$214B
$1.1M 0.66%
2,214
-35
-2% -$19K
GLD icon
35
SPDR Gold Trust
GLD
$131B
$1.05M 0.63%
3,640
-1,112
-23% -$294K
CSCO icon
36
Cisco
CSCO
$456B
$1.01M 0.61%
16,380
– –
TXN icon
37
Texas Instruments
TXN
$253B
$1.01M 0.6%
5,594
-216
-4% -$40.4K
SCHA icon
38
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$920K 0.55%
39,275
-4,098
-9% -$104K
BAC icon
39
Bank of America
BAC
$439B
$880K 0.53%
21,079
-921
-4% -$41K
GOOG icon
40
Alphabet (Google) Class C
GOOG
$4.07T
$869K 0.52%
5,565
-3
-0.1% -$549
JNJ icon
41
Johnson & Johnson
JNJ
$643B
$805K 0.48%
4,857
-8
-0.2% -$1.25K
BMY icon
42
Bristol-Myers Squibb
BMY
$130B
$796K 0.48%
13,047
-2,804
-18% -$163K
IBIT icon
43
iShares Bitcoin Trust
IBIT
$47.4B
$786K 0.47%
16,796
+12,043
+253% +$638K
RTX icon
44
RTX Corp
RTX
$295B
$785K 0.47%
5,929
-39
-0.7% -$4.95K
XEL icon
45
Xcel Energy
XEL
$50.1B
$775K 0.46%
10,942
– –
SPY icon
46
State Street SPDR S&P 500 ETF Trust
SPY
$783B
$720K 0.43%
1,287
-117
-8% -$68.8K
DE icon
47
Deere & Co
DE
$173B
$683K 0.41%
1,455
-70
-5% -$32.7K
CMS icon
48
CMS Energy
CMS
$23B
$676K 0.41%
9,000
– –
BTI icon
49
British American Tobacco
BTI
$134B
$656K 0.39%
15,846
-50
-0.3% -$1.97K
APD icon
50
Air Products & Chemicals
APD
$65.2B
$649K 0.39%
2,200
-73
-3% -$22.5K
1
2
3 4

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BMA
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LCM
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SPI
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SCM
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FU
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PAIA
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FA
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Finer Wealth Management's Q1 2025 Portfolio in Review

As of Q1 2025, Finer Wealth Management held 86 positions worth $167M, down 4.3% from $174M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 4.7%. Finer Wealth Management opened 4 new positions and made no exits, leaving the 86-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 36% a quarter earlier, followed by Communication Services and Healthcare.

  • Finer Wealth Management's largest Q1 2025 buy was Palantir: 7,504 shares worth $633K.
  • Finer Wealth Management added most to iShares Bitcoin Trust in Q1 2025, an estimated $638K increase.
  • Finer Wealth Management's biggest Q1 2025 reduction was Intel, cutting an estimated $529K.
  • Finer Wealth Management's ten largest holdings make up 51% of its $167M portfolio in Q1 2025.
  • Finer Wealth Management opened 4 new positions and closed 0 in Q1 2025.
  • Finer Wealth Management's portfolio value fell 4.3% quarter-over-quarter to $167M.

Based on Finer Wealth Management's 13F filing for Q1 2025, filed 13 May 2025.