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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
+14.6%
1 Year Est. Return
+31.61%
3 Year Est. Return
+117.47%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$187M
AUM Growth
+$20.2M
Cap. Flow
+$1.75M
Cap. Flow %
0.94%
Top 10 Hldgs %
53.23%
Holding
93
New
7
Increased
27
Reduced
39
Closed
7

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.28M
2
ASML icon
ASML
ASML
+$1.21M
3
T icon
AT&T
T
+$743K
4
VZ icon
Verizon
VZ
+$722K
5
PLTR icon
Palantir
PLTR
+$425K

Top Sells

Rank Stock Value
1
INTC icon
Intel
INTC
+$1.56M
2
TMO icon
Thermo Fisher Scientific
TMO
+$1.1M
3
LLY icon
Eli Lilly
LLY
+$337K
4
MSTR icon
Strategy Inc
MSTR
+$248K
5
PFE icon
Pfizer
PFE
+$239K

Sector Composition

Rank Sector Weight
1 Technology 36.39%
2 Communication Services 13.64%
3 Consumer Staples 9.04%
4 Healthcare 8.87%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMS icon
51
CMS Energy
CMS
$23B
$624K 0.33%
9,000
– –
GS icon
52
Goldman Sachs
GS
$305B
$571K 0.31%
807
-184
-19% -$107K
KMB icon
53
Kimberly-Clark
KMB
$37.5B
$565K 0.3%
4,382
-130
-3% -$17.6K
ES icon
54
Eversource Energy
ES
$28.4B
$554K 0.3%
8,712
– –
BMY icon
55
Bristol-Myers Squibb
BMY
$130B
$509K 0.27%
10,998
-2,049
-16% -$101K
ETHE
56
Grayscale Ethereum Staking ETF Shares
ETHE
$1.56B
$509K 0.27%
24,385
-170
-0.7% -$3.1K
HD icon
57
Home Depot
HD
$343B
$485K 0.26%
1,322
-118
-8% -$42.7K
IVV icon
58
iShares Core S&P 500 ETF
IVV
$871B
$429K 0.23%
691
-49
-7% -$28.1K
VIG icon
59
Vanguard Dividend Appreciation ETF
VIG
$113B
$409K 0.22%
2,000
– –
ISRG icon
60
Intuitive Surgical
ISRG
$130B
$409K 0.22%
753
– –
EBC icon
61
Eastern Bankshares
EBC
$5.39B
$409K 0.22%
26,775
+130
+0.5% +$1.95K
INTC icon
62
Intel
INTC
$435B
$408K 0.22%
18,202
-75,425
-81% -$1.56M
APD icon
63
Air Products & Chemicals
APD
$65.2B
$406K 0.22%
1,440
-760
-35% -$208K
CNP icon
64
CenterPoint Energy
CNP
$29B
$406K 0.22%
11,049
– –
LAES icon
65
SEALSQ Corp
LAES
$521M
$403K 0.22%
100,000
– –
SCHG icon
66
Schwab US Large-Cap Growth ETF
SCHG
$59.1B
$398K 0.21%
13,622
-1,240
-8% -$32.8K
DIS icon
67
Walt Disney
DIS
$172B
$352K 0.19%
2,839
-702
-20% -$72.9K
MU icon
68
Micron Technology
MU
$927B
$340K 0.18%
2,761
– –
MSTY icon
69
YieldMax MSTR Option Income Strategy ETF
MSTY
$740M
$330K 0.18%
+2,975
New +$327K
WKEY
70
WISeKey
WKEY
$70.4M
$325K 0.17%
49,497
– –
V icon
71
Visa
V
$697B
$322K 0.17%
908
-207
-19% -$72.2K
EPD icon
72
Enterprise Products Partners
EPD
$83.6B
$316K 0.17%
10,195
-242
-2% -$7.54K
DEFT
73
Defi Technologies
DEFT
$166M
$299K 0.16%
+102,000
New +$342K
IBM icon
74
IBM
IBM
$214B
$294K 0.16%
997
– –
PFF icon
75
iShares Preferred and Income Securities ETF
PFF
$13.2B
$289K 0.15%
9,430
-2,786
-23% -$83.9K
1 2
3
4

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SWMP
Signature Wealth Management Partners Montvale, New Jersey $199M AUM 20.2% 1-Year Est. Return
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

Finer Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Finer Wealth Management held 93 positions worth $187M, up 12% from $167M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Finer Wealth Management's Q2 2025 filing shows 7 new, 27 increased, 39 reduced and 7 closed positions. Its largest new stake was ASML: 1,693 shares worth $1.36M. The largest sale was Intel, an estimated $1.56M.

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

  • Finer Wealth Management's largest Q2 2025 buy was ASML: 1,693 shares worth $1.36M.
  • Finer Wealth Management added most to iShares Bitcoin Trust in Q2 2025, an estimated $1.28M increase.
  • Finer Wealth Management's biggest Q2 2025 reduction was Intel, cutting an estimated $1.56M.
  • Finer Wealth Management fully exited Thermo Fisher Scientific in Q2 2025, selling an estimated $1.1M.
  • Finer Wealth Management's ten largest holdings make up 53% of its $187M portfolio in Q2 2025.
  • Finer Wealth Management opened 7 new positions and closed 7 in Q2 2025.
  • Finer Wealth Management's portfolio value rose 12% quarter-over-quarter to $187M.

Based on Finer Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.