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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PEPSICO INC

PEP|713448108

Shares:16.3K

Value:$2.4M

% of Portfolio:1.5% ($2.4M/$166.9M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:30.7K

Value:$2.4M

% of Portfolio:1.4% ($2.4M/$166.9M)

INTEL CORP

INTC|458140100

Shares:93.6K

Value:$2.1M

% of Portfolio:1.3% ($2.1M/$166.9M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:20.1K

Value:$2.1M

% of Portfolio:1.2% ($2.1M/$166.9M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:11.9K

Value:$2.0M

% of Portfolio:1.2% ($2.0M/$166.9M)

COCA COLA CO

KO|191216100

Shares:26.8K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$166.9M)

389637109

Shares:29.0K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$166.9M)

Sunoco LP

SUN|86765K109

Shares:32.1K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$166.9M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:3.3K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$166.9M)

Tesla, Inc.

TSLA|88160R101

Shares:4.9K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$166.9M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:21.1K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$166.9M)

Kraft Heinz Co

KHC|500754106

Shares:41.2K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$166.9M)

464287556

Shares:9.4K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$166.9M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:2.2K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$166.9M)

SPDR GOLD TRUST

GLD|78463V107

Shares:3.6K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$166.9M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:16.4K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$166.9M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:5.6K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$166.9M)

808524607

SCHA|808524607

Shares:39.3K

Value:$920.2K

% of Portfolio:0.6% ($920.2K/$166.9M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:21.1K

Value:$879.6K

% of Portfolio:0.5% ($879.6K/$166.9M)

Alphabet Inc.

GOOG|02079K107

Shares:5.6K

Value:$869.4K

% of Portfolio:0.5% ($869.4K/$166.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PEPSICO INC(PEPcusip713448108)	16.3K	QoQ +3.59% (+567) YoY +5.56% (-861)	All Managers (Combined)	$2.4M	1.5% ($2.4M/$166.9M)	QoQ +2.15% (+$51.6K) YoY -9.54% (-$258.4K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	30.7K	QoQ +5.77% (+1.7K) YoY +39.16% (+8.6K)	All Managers (Combined)	$2.4M	1.4% ($2.4M/$166.9M)	QoQ +11.87% (+$255.4K) YoY +50.59% (+$808.3K)
INTEL CORP(INTCcusip458140100)	93.6K	QoQ -20.53% (-24.2K) YoY +26.16% (-19.4K)	All Managers (Combined)	$2.1M	1.3% ($2.1M/$166.9M)	QoQ -9.99% (-$236.0K) YoY -35.13% (-$1.2M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	20.1K	QoQ +2.39% (-469) YoY +26.94% (-4.3K)	All Managers (Combined)	$2.1M	1.2% ($2.1M/$166.9M)	QoQ -12.90% (-$305.8K) YoY -27.73% (-$791.9K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	11.9K	QoQ -0.47% (-57) YoY +4.58% (+523)	All Managers (Combined)	$2.0M	1.2% ($2.0M/$166.9M)	QoQ -16.34% (-$386.7K) YoY +27.61% (+$428.3K)
COCA COLA CO(KOcusip191216100)	26.8K	QoQ -0.87% (-236) YoY +165.21% (+16.7K)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$166.9M)	QoQ +14.02% (-$236.1K) YoY +210.47% (+$1.3M)
(cusip389637109)✕	29.0K	QoQ -5.08% (-1.6K) YoY +52.53% (+10.0K)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$166.9M)	QoQ -16.43% (-$371.8K) YoY +57.36% (+$689.3K)
Sunoco LP(SUNcusip86765K109)	32.1K	QoQ +3.40% (+1.1K) YoY +25.31% (+6.5K)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$166.9M)	QoQ +16.71% (+$266.7K) YoY +20.68% (+$319.3K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	3.3K	QoQ +5.85% (-185) YoY +44.89% (+1.0K)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$166.9M)	QoQ -2.67% (-$41.0K) YoY +42.31% (+$444.6K)
Tesla, Inc.(TSLAcusip88160R101)	4.9K	QoQ +32.59% (-1.2K) YoY +32.98% (+1.2K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$166.9M)	QoQ -14.90% (-$222.0K) YoY +96.06% (+$620.9K)
ALTRIA GROUP, INC.(MOcusip02209S103)	21.1K	QoQ 0.00% (+0) YoY +35.49% (+5.5K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$166.9M)	QoQ +14.78% (+$162.8K) YoY +86.44% (+$586.1K)
Kraft Heinz Co(KHCcusip500754106)	41.2K	QoQ +4.07% (+1.6K) YoY -5.63% (-2.5K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$166.9M)	QoQ +3.12% (+$38.0K) YoY -22.17% (-$357.5K)
(cusip464287556)✕	9.4K	QoQ +9.15% (+785) YoY +335.80% (+7.2K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$166.9M)	QoQ +5.59% (+$63.4K) YoY +306.20% (+$902.5K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	2.2K	QoQ -1.55% (-35) YoY -18.63% (-507)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$166.9M)	QoQ -5.83% (-$68.3K) YoY -30.33% (-$479.9K)
SPDR GOLD TRUST(GLDcusip78463V107)	3.6K	QoQ -23.40% (-1.1K) YoY -22.94% (-1.1K)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$166.9M)	QoQ -8.84% (-$101.8K) YoY +7.92% (-$77.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	16.4K	QoQ 0.00% (+0) YoY -9.20% (-1.7K)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$166.9M)	QoQ +4.23% (+$41.1K) YoY +12.25% (-$110.4K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	5.6K	QoQ -3.71% (-216) YoY +31.19% (+1.3K)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$166.9M)	QoQ -7.72% (-$84.2K) YoY +35.32% (+$262.4K)
(SCHAcusip808524607)	39.3K	QoQ -9.44% (-4.1K) YoY +566.01% (+33.4K)	All Managers (Combined)	$920.2K	0.6% ($920.2K/$166.9M)	QoQ -17.95% (-$201.4K) YoY +216.91% (+$629.8K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	21.1K	QoQ -4.18% (-921) YoY -55.97% (-26.8K)	All Managers (Combined)	$879.6K	0.5% ($879.6K/$166.9M)	QoQ -9.02% (-$87.3K) YoY -51.54% (-$935.8K)
Alphabet Inc.(GOOGcusip02079K107)	5.6K	QoQ -0.05% (-3) YoY +0.23% (+13)	All Managers (Combined)	$869.4K	0.5% ($869.4K/$166.9M)	QoQ -18.01% (-$191.0K) YoY +2.85% (+$24.1K)