Finer-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MU",
  "ABBV",
  "APD",
  "GOOGL",
  "T",
  "CAT",
  "AVGO",
  "BITF",
  null,
  null,
  "HD",
  "MCD",
  "ISRG",
  null,
  null,
  "META",
  null,
  "TLRY",
  "MSFT",
  "KHC",
  "PEP",
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MSTR",
  null,
  "RTX",
  "GLD",
  "IBM",
  "TXN",
  "TMO",
  "RCL",
  "SCHW",
  "EBC",
  "SUN",
  "VIG",
  "SXC",
  "TSM",
  "AMD",
  "F",
  "ES",
  "AMZN",
  "CMS",
  null,
  "V",
  "WMT",
  "WFC",
  "XEL",
  null,
  "SCHD",
  "ET",
  "SCHG",
  "SCHA",
  null,
  "SO",
  "CRM",
  "KMB",
  "BAC",
  "BMY",
  "BTI",
  "CNP",
  "CVX",
  "CSCO",
  "KO",
  "DE",
  null,
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 86
Total Value: 166914074
Accession Number: 0001221073-25-000054
Form Type: 13F-HR
CIK: finer-wealth-management
Manager Name: Finer-Wealth-Management

Data Enrichment

87% identified

75 identified11 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

86 positions • $166.9M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:67.5K

Value:$15.0M

% of Portfolio:9.0% ($15.0M/$166.9M)

ELI LILLY & Co

LLY|532457108

Shares:15.0K

Value:$12.4M

% of Portfolio:7.4% ($12.4M/$166.9M)

MICROSOFT CORP

MSFT|594918104

Shares:29.6K

Value:$11.1M

% of Portfolio:6.7% ($11.1M/$166.9M)

NVIDIA CORP

NVDA|67066G104

Shares:85.2K

Value:$9.2M

% of Portfolio:5.5% ($9.2M/$166.9M)

AMAZON COM INC

AMZN|023135106

Shares:43.5K

Value:$8.3M

% of Portfolio:5.0% ($8.3M/$166.9M)

Meta Platforms, Inc.

META|30303M102

Shares:13.6K

Value:$7.8M

% of Portfolio:4.7% ($7.8M/$166.9M)

MICROSTRATEGY Inc

MSTR|594972408

Shares:22.9K

Value:$6.6M

% of Portfolio:4.0% ($6.6M/$166.9M)

Alphabet Inc.

GOOGL|02079K305

Shares:36.5K

Value:$5.6M

% of Portfolio:3.4% ($5.6M/$166.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:20.8K

Value:$5.1M

% of Portfolio:3.1% ($5.1M/$166.9M)

Walmart Inc.

WMT|931142103

Shares:48.2K

Value:$4.2M

% of Portfolio:2.5% ($4.2M/$166.9M)

PROCTER & GAMBLE Co

PG|742718109

Shares:24.3K

Value:$4.1M

% of Portfolio:2.5% ($4.1M/$166.9M)

Merck & Co., Inc.

MRK|58933Y105

Shares:42.3K

Value:$3.8M

% of Portfolio:2.3% ($3.8M/$166.9M)

Salesforce, Inc.

CRM|79466L302

Shares:12.2K

Value:$3.3M

% of Portfolio:2.0% ($3.3M/$166.9M)

Energy Transfer LP

ET|29273V100

Shares:175.8K

Value:$3.3M

% of Portfolio:2.0% ($3.3M/$166.9M)

CATERPILLAR INC

CAT|149123101

Shares:9.7K

Value:$3.2M

% of Portfolio:1.9% ($3.2M/$166.9M)

EXXON MOBIL CORP

XOM|30231G102

Shares:25.7K

Value:$3.1M

% of Portfolio:1.8% ($3.1M/$166.9M)

AT&T INC.

T|00206R102

Shares:105.4K

Value:$3.0M

% of Portfolio:1.8% ($3.0M/$166.9M)

MCDONALDS CORP

MCD|580135101

Shares:9.2K

Value:$2.9M

% of Portfolio:1.7% ($2.9M/$166.9M)

CHEVRON CORP

CVX|166764100

Shares:16.1K

Value:$2.7M

% of Portfolio:1.6% ($2.7M/$166.9M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:54.7K

Value:$2.5M

% of Portfolio:1.5% ($2.5M/$166.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	67.5K	QoQ -1.71% (-1.2K) YoY -0.72% (-493)	All Managers (Combined)	$15.0M	9.0% ($15.0M/$166.9M)	QoQ -12.81% (-$2.2M) YoY +28.59% (-$3.3M)
ELI LILLY & Co(LLYcusip532457108)	15.0K	QoQ -3.30% (-513) YoY -10.96% (-1.8K)	All Managers (Combined)	$12.4M	7.4% ($12.4M/$166.9M)	QoQ +3.44% (-$412.6K) YoY -5.47% (-$717.7K)
MICROSOFT CORP(MSFTcusip594918104)	29.6K	QoQ +0.59% (-174) YoY +6.35% (-1.8K)	All Managers (Combined)	$11.1M	6.7% ($11.1M/$166.9M)	QoQ -10.41% (-$1.3M) YoY -5.10% (-$598.7K)
NVIDIA CORP(NVDAcusip67066G104)	85.2K	QoQ +6.16% (-4.9K) YoY +1039.02% (+77.7K)	All Managers (Combined)	$9.2M	5.5% ($9.2M/$166.9M)	QoQ -14.31% (-$1.5M) YoY +36.63% (+$2.5M)
AMAZON COM INC(AMZNcusip023135106)	43.5K	QoQ -1.74% (-774) YoY -3.21% (-1.4K)	All Managers (Combined)	$8.3M	5.0% ($8.3M/$166.9M)	QoQ -14.79% (-$1.4M) YoY +2.08% (-$168.9K)
Meta Platforms, Inc.(METAcusip30303M102)	13.6K	QoQ -0.93% (-128) YoY +0.17% (+24)	All Managers (Combined)	$7.8M	4.7% ($7.8M/$166.9M)	QoQ -2.47% (-$198.8K) YoY +18.90% (+$1.2M)
MICROSTRATEGY Inc(MSTRcusip594972408)	22.9K	QoQ +2.06% (+464) YoY NEW(+22.9K)	All Managers (Combined)	$6.6M	4.0% ($6.6M/$166.9M)	QoQ +1.58% (+$103.4K) YoY NEW(+$6.6M)
Alphabet Inc.(GOOGLcusip02079K305)	36.5K	QoQ -0.30% (-110) YoY +0.39% (+142)	All Managers (Combined)	$5.6M	3.4% ($5.6M/$166.9M)	QoQ -18.55% (-$1.3M) YoY +2.85% (+$156.8K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	20.8K	QoQ +1.69% (+347) YoY -2.22% (-472)	All Managers (Combined)	$5.1M	3.1% ($5.1M/$166.9M)	QoQ +4.07% (+$199.5K) YoY +19.74% (-$840.6K)
Walmart Inc.(WMTcusip931142103)	48.2K	QoQ +0.19% (-96) YoY -2.20% (-1.1K)	All Managers (Combined)	$4.2M	2.5% ($4.2M/$166.9M)	QoQ -2.64% (-$114.8K) YoY +42.68% (-$1.3M)
PROCTER & GAMBLE Co(PGcusip742718109)	24.3K	QoQ +1.30% (+312) YoY -1.67% (-414)	All Managers (Combined)	$4.1M	2.5% ($4.1M/$166.9M)	QoQ +2.98% (+$119.6K) YoY +3.27% (-$131.1K)
Merck & Co., Inc.(MRKcusip58933Y105)	42.3K	QoQ +0.65% (-275) YoY -6.01% (-2.7K)	All Managers (Combined)	$3.8M	2.3% ($3.8M/$166.9M)	QoQ -9.18% (-$384.1K) YoY -36.06% (-$2.1M)
Salesforce, Inc.(CRMcusip79466L302)	12.2K	QoQ +1.42% (-172) YoY +0.37% (-46)	All Managers (Combined)	$3.3M	2.0% ($3.3M/$166.9M)	QoQ -18.58% (-$749.9K) YoY -10.56% (-$387.8K)
Energy Transfer LP(ETcusip29273V100)	175.8K	QoQ +1.81% (-3.1K) YoY +14.33% (+22.0K)	All Managers (Combined)	$3.3M	2.0% ($3.3M/$166.9M)	QoQ -3.38% (-$114.4K) YoY +35.12% (+$849.5K)
CATERPILLAR INC(CATcusip149123101)	9.7K	QoQ +2.66% (-251) YoY -4.81% (-490)	All Managers (Combined)	$3.2M	1.9% ($3.2M/$166.9M)	QoQ -6.66% (-$227.9K) YoY -14.32% (-$533.8K)
EXXON MOBIL CORP(XOMcusip30231G102)	25.7K	QoQ +3.40% (+845) YoY -3.41% (-907)	All Managers (Combined)	$3.1M	1.8% ($3.1M/$166.9M)	QoQ +14.32% (+$382.4K) YoY -1.17% (-$36.4K)
AT&T INC.(Tcusip00206R102)	105.4K	QoQ +4.17% (+4.2K) YoY -16.91% (-21.5K)	All Managers (Combined)	$3.0M	1.8% ($3.0M/$166.9M)	QoQ +29.38% (+$677.2K) YoY +33.49% (-$748.2K)
MCDONALDS CORP(MCDcusip580135101)	9.2K	QoQ +3.41% (+303) YoY +14.79% (+1.2K)	All Managers (Combined)	$2.9M	1.7% ($2.9M/$166.9M)	QoQ +11.42% (+$294.4K) YoY +27.17% (+$613.3K)
CHEVRON CORP(CVXcusip166764100)	16.1K	QoQ +4.25% (+658) YoY +3.74% (+581)	All Managers (Combined)	$2.7M	1.6% ($2.7M/$166.9M)	QoQ +20.41% (+$456.9K) YoY +10.02% (+$245.5K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	54.7K	QoQ +4.55% (+2.4K) YoY -1.19% (-663)	All Managers (Combined)	$2.5M	1.5% ($2.5M/$166.9M)	QoQ +18.59% (+$389.3K) YoY +6.81% (-$158.3K)