Finer Wealth Management, Inc. - Portfolio Stock Holdings
Report Period:
March 31, 2024No. of Stocks:
83Est Stock Holding Value:
$152,270,209Top Stock Holdings By Sector
Portfolio Stock Holdings - Finer Wealth Management, Inc.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|---|---|---|---|---|---|
| LLY | 16,845 | $13,104,736 | 8.61% | -799 | -$621,590 | -4.53% |
| MSFT | 27,866 | $11,723,784 | 7.70% | +393 | +$165,343 | +1.43% |
| AAPL | 67,999 | $11,660,469 | 7.66% | +1,349 | +$231,327 | +2.02% |
| AMZN | 44,962 | $8,110,246 | 5.33% | +2,665 | +$480,713 | +6.30% |
| NVDA | 7,479 | $6,757,725 | 4.44% | +571 | +$515,933 | +8.27% |
| META | 13,558 | $6,583,494 | 4.32% | +437 | +$212,198 | +3.33% |
| MRK | 45,042 | $5,943,292 | 3.90% | +792 | +$104,504 | +1.79% |
| GOOGL | 36,365 | $5,488,569 | 3.60% | +1,396 | +$210,698 | +3.99% |
| JPM | 21,252 | $4,256,776 | 2.80% | +1,982 | +$396,995 | +10.29% |
| PG | 24,670 | $4,002,708 | 2.63% | +1,083 | +$175,717 | +4.59% |
| CAT | 10,170 | $3,726,593 | 2.45% | +395 | +$144,740 | +4.04% |
| CRM | 12,193 | $3,672,288 | 2.41% | +781 | +$235,222 | +6.84% |
| INTC | 74,210 | $3,277,856 | 2.15% | +3,944 | +$174,206 | +5.61% |
| XOM | 26,564 | $3,087,799 | 2.03% | -154 | -$17,901 | -0.58% |
| WMT | 49,317 | $2,959,020 | 1.94% | +2,916 | +$174,960 | +6.28% |
| AMD | 15,817 | $2,854,810 | 1.87% | +2,561 | +$462,235 | +19.32% |
| PEP | 15,463 | $2,706,180 | 1.78% | +640 | +$112,006 | +4.32% |
| CVX | 15,530 | $2,449,702 | 1.61% | -134 | -$21,137 | -0.86% |
| ET | 153,726 | $2,418,110 | 1.59% | +39,237 | +$617,198 | +34.27% |
| VZ | 55,407 | $2,324,878 | 1.53% | +670 | +$28,113 | +1.22% |
| BMY | 41,795 | $2,266,543 | 1.49% | -5,660 | -$306,942 | -11.93% |
| MCD | 8,003 | $2,256,446 | 1.48% | +715 | +$201,594 | +9.81% |
| T | 126,908 | $2,233,581 | 1.47% | -1,680 | -$29,568 | -1.31% |
| BAC | 47,876 | $1,815,458 | 1.19% | -15,530 | -$588,898 | -24.49% |
| PFE | 60,486 | $1,678,487 | 1.10% | -14,495 | -$402,236 | -19.33% |
| KHC | 43,688 | $1,612,087 | 1.06% | +2,400 | +$88,560 | +5.81% |
| SCHW | 22,084 | $1,597,557 | 1.05% | +7,829 | +$566,350 | +54.92% |
| TMO | 2,721 | $1,581,472 | 1.04% | -246 | -$142,978 | -8.29% |
| TSM | 11,401 | $1,551,106 | 1.02% | +1,974 | +$268,563 | +20.94% |
| SUN | 25,601 | $1,543,484 | 1.01% | +3,325 | +$200,464 | +14.93% |
| JNJ | 8,805 | $1,392,863 | 0.91% | -2,375 | -$375,701 | -21.24% |
| DE | 3,021 | $1,240,846 | 0.81% | -1,078 | -$442,778 | -26.30% |
| PFF | 38,446 | $1,239,115 | 0.81% | -8,112 | -$261,450 | -17.42% |
| GBTC | 19,021 | $1,201,557 | 0.79% | +19,021 | +$1,201,557 | Open |
| LMT | 2,310 | $1,050,750 | 0.69% | +722 | +$328,416 | +45.47% |
| GLD | 4,724 | $971,821 | 0.64% | -547 | -$112,529 | -10.38% |
| CSCO | 18,041 | $900,426 | 0.59% | -125 | -$6,239 | -0.69% |
| APD | 3,518 | $852,306 | 0.56% | -957 | -$231,852 | -21.39% |
| GOOG | 5,552 | $845,348 | 0.56% | +158 | +$24,057 | +2.93% |
| SPY | 1,491 | $779,897 | 0.51% | +11 | +$5,754 | +0.74% |
| TXN | 4,264 | $742,831 | 0.49% | +1,839 | +$320,372 | +75.84% |
| GS | 1,708 | $713,415 | 0.47% | -361 | -$150,786 | -17.45% |
| XEL | 12,750 | $685,313 | 0.45% | - | - | - |
| MO | 15,545 | $678,073 | 0.45% | -67 | -$2,923 | -0.43% |
| KMB | 5,116 | $661,755 | 0.43% | -1,075 | -$139,051 | -17.36% |
| V | 2,363 | $659,466 | 0.43% | -990 | -$276,289 | -29.53% |
| DIS | 5,317 | $650,588 | 0.43% | -1,047 | -$128,111 | -16.45% |
| TSLA | 3,677 | $646,380 | 0.42% | +24 | +$4,219 | +0.66% |
| HD | 1,620 | $621,432 | 0.41% | +33 | +$12,659 | +2.08% |
| KO | 10,101 | $617,979 | 0.41% | - | - | - |
| ES | 10,330 | $617,424 | 0.41% | - | - | - |
| RTX | 6,315 | $615,902 | 0.40% | -527 | -$51,398 | -7.70% |
| CMS | 10,139 | $611,787 | 0.40% | - | - | - |
| AVGO | 368 | $487,751 | 0.32% | - | - | - |
| IBM | 2,529 | $482,938 | 0.32% | +5 | +$955 | +0.20% |
| EPD | 15,461 | $451,152 | 0.30% | -6,335 | -$184,855 | -29.06% |
| IVV | 853 | $448,448 | 0.29% | - | - | - |
| CNP | 15,049 | $428,746 | 0.28% | - | - | - |
| F | 29,290 | $388,971 | 0.26% | -181 | -$2,404 | -0.61% |
| USO | 4,924 | $387,667 | 0.25% | -757 | -$59,599 | -13.33% |
| EBC | 27,971 | $385,440 | 0.25% | -3,786 | -$52,171 | -11.92% |
| VIG | 2,083 | $380,377 | 0.25% | - | - | - |
| SCHG | 3,957 | $366,893 | 0.24% | -384 | -$35,604 | -8.85% |
| SCHD | 4,346 | $350,418 | 0.23% | -385 | -$31,043 | -8.14% |
| ISRG | 837 | $334,038 | 0.22% | - | - | - |
| MU | 2,762 | $325,612 | 0.21% | -597 | -$70,380 | -17.77% |
| UDR | 8,064 | $301,674 | 0.20% | - | - | - |
| IBB | 2,148 | $294,749 | 0.19% | +2,148 | +$294,749 | Open |
| NFLX | 483 | $293,340 | 0.19% | -29 | -$17,613 | -5.66% |
| SCHA | 5,897 | $290,368 | 0.19% | +5,897 | +$290,368 | Open |
| BEN | 10,106 | $284,080 | 0.19% | - | - | - |
| BTI | 9,072 | $276,696 | 0.18% | - | - | - |
| SXC | 22,298 | $251,298 | 0.17% | - | - | - |
| WFC | 3,581 | $207,555 | 0.14% | -1,029 | -$59,641 | -22.32% |
| PM | 2,243 | $205,504 | 0.13% | - | - | - |
| DOW | 3,496 | $202,523 | 0.13% | -418 | -$24,215 | -10.68% |
| SO | 2,808 | $201,446 | 0.13% | +2,808 | +$201,446 | Open |
| WBA | 0 | $0 | 0.00% | -8,488 | -$184,105 | -100.00% |
| SHY | 0 | $0 | 0.00% | -3,164 | -$258,752 | -100.00% |
| BIP | 0 | $0 | 0.00% | -6,427 | -$200,587 | -100.00% |
| BA | 0 | $0 | 0.00% | -1,353 | -$261,115 | -100.00% |
| AEP | 0 | $0 | 0.00% | -2,762 | -$237,808 | -100.00% |
| LQD | 0 | $0 | 0.00% | -2,085 | -$227,098 | -100.00% |