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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
KMB icon
51
Kimberly-Clark
KMB
$37.6B
$642K 0.38%
4,512
-35
-0.8% -$4.72K
LQD icon
52
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$639K 0.38%
5,881
+8
+0.1% +$862
PLTR icon
53
Palantir
PLTR
$295B
$633K 0.38%
+7,504
New +$659K
AVGO icon
54
Broadcom
AVGO
$1.76T
$612K 0.37%
3,653
– –
GS icon
55
Goldman Sachs
GS
$289B
$542K 0.32%
991
+2
+0.2% +$1.2K
ES icon
56
Eversource Energy
ES
$28.1B
$541K 0.32%
8,712
– –
HD icon
57
Home Depot
HD
$337B
$528K 0.32%
1,440
+1
+0.1% +$390
EBC icon
58
Eastern Bankshares
EBC
$5.27B
$437K 0.26%
26,645
+109
+0.4% +$1.9K
NFLX icon
59
Netflix
NFLX
$307B
$435K 0.26%
4,670
-160
-3% -$15.2K
IVV icon
60
iShares Core S&P 500 ETF
IVV
$858B
$416K 0.25%
740
– –
CNP icon
61
CenterPoint Energy
CNP
$28.3B
$400K 0.24%
11,049
– –
V icon
62
Visa
V
$677B
$391K 0.23%
1,115
-22
-2% -$7.44K
VIG icon
63
Vanguard Dividend Appreciation ETF
VIG
$111B
$388K 0.23%
2,000
– –
PFF icon
64
iShares Preferred and Income Securities ETF
PFF
$13.1B
$375K 0.22%
12,216
-1,052
-8% -$33.2K
ETHE
65
Grayscale Ethereum Staking ETF Shares
ETHE
$1.53B
$374K 0.22%
24,555
– –
ISRG icon
66
Intuitive Surgical
ISRG
$127B
$373K 0.22%
753
-10
-1% -$5.53K
SCHG icon
67
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$372K 0.22%
14,862
+196
+1% +$5.37K
SCHD icon
68
Schwab US Dividend Equity ETF
SCHD
$104B
$358K 0.21%
12,790
+147
+1% +$4.1K
EPD icon
69
Enterprise Products Partners
EPD
$83.7B
$356K 0.21%
10,437
-469
-4% -$15.6K
DIS icon
70
Walt Disney
DIS
$171B
$349K 0.21%
3,541
-194
-5% -$20.8K
RCL icon
71
Royal Caribbean
RCL
$86.5B
$270K 0.16%
1,316
-3
-0.2% -$708
LAES icon
72
SEALSQ Corp
LAES
$501M
$260K 0.16%
100,000
– –
SO icon
73
Southern Company
SO
$108B
$258K 0.15%
2,808
– –
IBM icon
74
IBM
IBM
$213B
$248K 0.15%
997
-17
-2% -$4.16K
MU icon
75
Micron Technology
MU
$835B
$240K 0.14%
2,761
– –
1 2
3
4

Similar funds

BMA
Brooks Moore & Associates Chattanooga, Tennessee $199M AUM 21.09% 1-Year Est. Return
LCM
LCM Capital Management Chicago, Illinois $199M AUM 27.78% 1-Year Est. Return
SPI
Strategic Planning Inc Columbus, Ohio $199M AUM 20.31% 1-Year Est. Return
SCM
Sitrin Capital Management Century City, California $200M AUM 28.77% 1-Year Est. Return
FU
Fairfield University Fairfield, Connecticut $200M AUM 15.03% 1-Year Est. Return
PAIA
Park Avenue Institutional Advisers New York $199M AUM
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
BHA
Beech Hill Advisors New York $200M AUM 25.74% 1-Year Est. Return

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.