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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
PFE icon
76
Pfizer
PFE
$142B
$239K 0.14%
9,442
-5,607
-37% -$147K
USO icon
77
United States Oil Fund
USO
$2.12B
$239K 0.14%
3,090
-1,499
-33% -$114K
WFC icon
78
Wells Fargo
WFC
$258B
$239K 0.14%
3,326
-56
-2% -$4.2K
ABBV icon
79
AbbVie
ABBV
$455B
$214K 0.13%
+1,022
New +$199K
NBIS
80
Nebius Group N.V.
NBIS
$47.8B
$211K 0.13%
+10,000
New +$329K
BTC
81
Grayscale Bitcoin Mini Trust ETF
BTC
$3.43B
$211K 0.13%
5,784
-298
-5% -$12.3K
SXC icon
82
SunCoke Energy
SXC
$717M
$205K 0.12%
22,298
– –
WKEY
83
WISeKey
WKEY
$73.4M
$195K 0.12%
49,497
– –
F icon
84
Ford
F
$59.3B
$171K 0.1%
17,065
-10,369
-38% -$101K
KEEL
85
Keel Infrastructure Corp
KEEL
$2.45B
$9.93K 0.01%
+12,600
New +$16.7K
TLRY icon
86
Tilray
TLRY
$572M
$9.63K 0.01%
1,465
-61
-4% -$564
1 2 3
4

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SCM
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FU
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PAIA
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FA
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SF
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PFA
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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.