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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
AAPL icon
1
Apple
AAPL
$4.99T
$15M 8.98%
67,506
-1,178
-2% -$273K
LLY icon
2
Eli Lilly
LLY
$1.09T
$12.4M 7.42%
14,998
-513
-3% -$427K
MSFT icon
3
Microsoft
MSFT
$2.92T
$11.1M 6.67%
29,636
+174
+0.6% +$70.9K
NVDA icon
4
NVIDIA
NVDA
$4.77T
$9.23M 5.53%
85,188
+4,946
+6% +$627K
AMZN icon
5
Amazon
AMZN
$2.48T
$8.28M 4.96%
43,515
-774
-2% -$168K
META icon
6
Meta Platforms (Facebook)
META
$1.51T
$7.83M 4.69%
13,582
-128
-0.9% -$82.6K
MSTR icon
7
Strategy Inc
MSTR
$35.1B
$6.61M 3.96%
22,929
+464
+2% +$147K
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.08T
$5.65M 3.38%
36,507
-110
-0.3% -$19.9K
JPM icon
9
JPMorgan Chase
JPM
$950B
$5.1M 3.05%
20,780
+347
+2% +$88.5K
WMT icon
10
Walmart Inc
WMT
$900B
$4.23M 2.54%
48,229
+96
+0.2% +$9.01K
PG icon
11
Procter & Gamble
PG
$347B
$4.13M 2.48%
24,256
+312
+1% +$52.3K
MRK icon
12
Merck
MRK
$326B
$3.8M 2.28%
42,332
+275
+0.7% +$25.7K
CRM icon
13
Salesforce
CRM
$149B
$3.28M 1.97%
12,239
+172
+1% +$53.5K
ET icon
14
Energy Transfer Partners
ET
$69.5B
$3.27M 1.96%
175,770
+3,133
+2% +$61K
CAT icon
15
Caterpillar
CAT
$387B
$3.19M 1.91%
9,680
+251
+3% +$89.4K
XOM icon
16
ExxonMobil
XOM
$634B
$3.05M 1.83%
25,657
+845
+3% +$93.5K
T icon
17
AT&T
T
$169B
$2.98M 1.79%
105,437
+4,225
+4% +$106K
MCD icon
18
McDonald's
MCD
$194B
$2.87M 1.72%
9,187
+303
+3% +$90.6K
CVX icon
19
Chevron
CVX
$374B
$2.7M 1.61%
16,111
+658
+4% +$103K
VZ icon
20
Verizon
VZ
$201B
$2.48M 1.49%
54,744
+2,384
+5% +$99.2K
PEP icon
21
PepsiCo
PEP
$195B
$2.45M 1.47%
16,324
+567
+4% +$84.4K
SCHW
22
Charles Schwab
SCHW
$184B
$2.41M 1.44%
30,733
+1,677
+6% +$132K
INTC icon
23
Intel
INTC
$435B
$2.13M 1.27%
93,627
-24,193
-21% -$529K
AMD icon
24
Advanced Micro Devices
AMD
$741B
$2.06M 1.24%
20,079
+469
+2% +$52.1K
TSM icon
25
TSMC
TSM
$2.03T
$1.98M 1.19%
11,924
-57
-0.5% -$11.1K
1
2 3 4

Similar funds

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 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.