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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JOHNSON & JOHNSON

JNJ|478160104

Shares:4.9K

Value:$805.5K

% of Portfolio:0.5% ($805.5K/$166.9M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:13.0K

Value:$795.7K

% of Portfolio:0.5% ($795.7K/$166.9M)

46438F101

Shares:16.8K

Value:$786.2K

% of Portfolio:0.5% ($786.2K/$166.9M)

RTX Corp

RTX|75513E101

Shares:5.9K

Value:$785.4K

% of Portfolio:0.5% ($785.4K/$166.9M)

XCEL ENERGY INC

XEL|98389B100

Shares:10.9K

Value:$774.6K

% of Portfolio:0.5% ($774.6K/$166.9M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.3K

Value:$719.8K

% of Portfolio:0.4% ($719.8K/$166.9M)

DEERE & CO

DE|244199105

Shares:1.5K

Value:$682.9K

% of Portfolio:0.4% ($682.9K/$166.9M)

CMS ENERGY CORP

CMS|125896100

Shares:9.0K

Value:$676.0K

% of Portfolio:0.4% ($676.0K/$166.9M)

British American Tobacco p.l.c.

BTI|110448107

Shares:15.8K

Value:$655.5K

% of Portfolio:0.4% ($655.5K/$166.9M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:2.2K

Value:$648.9K

% of Portfolio:0.4% ($648.9K/$166.9M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:4.5K

Value:$641.7K

% of Portfolio:0.4% ($641.7K/$166.9M)

464287242

Shares:5.9K

Value:$639.2K

% of Portfolio:0.4% ($639.2K/$166.9M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:7.5K

Value:$633.3K

% of Portfolio:0.4% ($633.3K/$166.9M)

Broadcom Inc.

AVGO|11135F101

Shares:3.7K

Value:$611.6K

% of Portfolio:0.4% ($611.6K/$166.9M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:991

Value:$541.5K

% of Portfolio:0.3% ($541.5K/$166.9M)

EVERSOURCE ENERGY

ES|30040W108

Shares:8.7K

Value:$541.1K

% of Portfolio:0.3% ($541.1K/$166.9M)

HOME DEPOT, INC.

HD|437076102

Shares:1.4K

Value:$527.9K

% of Portfolio:0.3% ($527.9K/$166.9M)

Eastern Bankshares, Inc.

EBC|27627N105

Shares:26.6K

Value:$437.0K

% of Portfolio:0.3% ($437.0K/$166.9M)

NETFLIX INC

NFLX|64110L106

Shares:467

Value:$435.5K

% of Portfolio:0.3% ($435.5K/$166.9M)

464287200

IVV|464287200

Shares:740

Value:$415.8K

% of Portfolio:0.2% ($415.8K/$166.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JOHNSON & JOHNSON(JNJcusip478160104)	4.9K	QoQ -0.16% (-8) YoY -44.83% (-3.9K)	All Managers (Combined)	$805.5K	0.5% ($805.5K/$166.9M)	QoQ +14.48% (-$101.9K) YoY -42.17% (-$587.4K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	13.0K	QoQ -17.68% (-2.8K) YoY -68.78% (-28.7K)	All Managers (Combined)	$795.7K	0.5% ($795.7K/$166.9M)	QoQ -11.24% (-$100.8K) YoY -64.89% (-$1.5M)
(cusip46438F101)✕	16.8K	QoQ +253.37% (+12.0K) YoY NEW(+16.8K)	All Managers (Combined)	$786.2K	0.5% ($786.2K/$166.9M)	QoQ +211.81% (+$534.1K) YoY NEW(+$786.2K)
RTX Corp(RTXcusip75513E101)	5.9K	QoQ -0.65% (-39) YoY -6.11% (-386)	All Managers (Combined)	$785.4K	0.5% ($785.4K/$166.9M)	QoQ +13.71% (-$94.7K) YoY +27.50% (-$169.4K)
XCEL ENERGY INC(XELcusip98389B100)	10.9K	QoQ 0.00% (+0) YoY -14.18% (-1.8K)	All Managers (Combined)	$774.6K	0.5% ($774.6K/$166.9M)	QoQ +4.84% (+$35.8K) YoY +13.02% (-$89.3K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.3K	QoQ -8.33% (-117) YoY -13.68% (-204)	All Managers (Combined)	$719.8K	0.4% ($719.8K/$166.9M)	QoQ -12.54% (-$103.2K) YoY -7.71% (-$60.1K)
DEERE & CO(DEcusip244199105)	1.5K	QoQ -4.59% (-70) YoY -51.83% (-1.6K)	All Managers (Combined)	$682.9K	0.4% ($682.9K/$166.9M)	QoQ +5.70% (-$36.9K) YoY -44.97% (-$558.1K)
CMS ENERGY CORP(CMScusip125896100)	9.0K	QoQ 0.00% (+0) YoY -11.23% (-1.1K)	All Managers (Combined)	$676.0K	0.4% ($676.0K/$166.9M)	QoQ +12.69% (+$76.1K) YoY +10.49% (-$64.2K)
British American Tobacco p.l.c.(BTIcusip110448107)	15.8K	QoQ -0.31% (-50) YoY +74.66% (+6.8K)	All Managers (Combined)	$655.5K	0.4% ($655.5K/$166.9M)	QoQ +13.54% (-$78.2K) YoY +136.92% (+$378.9K)
Air Products & Chemicals, Inc.(APDcusip009158106)	2.2K	QoQ -3.21% (-73) YoY -37.46% (-1.3K)	All Managers (Combined)	$648.9K	0.4% ($648.9K/$166.9M)	QoQ -1.57% (-$10.4K) YoY -23.85% (-$203.3K)
KIMBERLY CLARK CORP(KMBcusip494368103)	4.5K	QoQ -0.76% (-35) YoY -11.80% (-604)	All Managers (Combined)	$641.7K	0.4% ($641.7K/$166.9M)	QoQ +7.69% (-$45.9K) YoY -3.03% (-$20.1K)
(cusip464287242)✕	5.9K	QoQ +0.13% (+8) YoY NEW(+5.9K)	All Managers (Combined)	$639.2K	0.4% ($639.2K/$166.9M)	QoQ +1.87% (+$11.7K) YoY NEW(+$639.2K)
Palantir Technologies Inc.(PLTRcusip69608A108)	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$633.3K	0.4% ($633.3K/$166.9M)	QoQ NEW(+$633.3K) YoY NEW(+$633.3K)
Broadcom Inc.(AVGOcusip11135F101)	3.7K	QoQ 0.00% (-0) YoY +892.66% (+3.3K)	All Managers (Combined)	$611.6K	0.4% ($611.6K/$166.9M)	QoQ -27.78% (-$235.3K) YoY +25.39% (+$123.9K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	991	QoQ +0.20% (-2) YoY -41.97% (-717)	All Managers (Combined)	$541.5K	0.3% ($541.5K/$166.9M)	QoQ -4.38% (-$24.8K) YoY -24.09% (-$171.9K)
EVERSOURCE ENERGY(EScusip30040W108)	8.7K	QoQ 0.00% (+0) YoY -15.66% (-1.6K)	All Managers (Combined)	$541.1K	0.3% ($541.1K/$166.9M)	QoQ +8.14% (+$40.8K) YoY -12.36% (-$76.3K)
HOME DEPOT, INC.(HDcusip437076102)	1.4K	QoQ +0.06% (-1) YoY -11.11% (-180)	All Managers (Combined)	$527.9K	0.3% ($527.9K/$166.9M)	QoQ -5.70% (-$31.9K) YoY -15.05% (-$93.5K)
Eastern Bankshares, Inc.(EBCcusip27627N105)	26.6K	QoQ +0.41% (-109) YoY -4.74% (-1.3K)	All Managers (Combined)	$437.0K	0.3% ($437.0K/$166.9M)	QoQ -4.53% (-$20.8K) YoY +13.37% (-$51.5K)
NETFLIX INC(NFLXcusip64110L106)	467	QoQ -3.31% (-16) YoY -3.31% (-16)	All Managers (Combined)	$435.5K	0.3% ($435.5K/$166.9M)	QoQ +1.05% (-$4.6K) YoY +48.32% (-$141.9K)
(IVVcusip464287200)	740	QoQ 0.00% (-0) YoY -13.24% (-113)	All Managers (Combined)	$415.8K	0.2% ($415.8K/$166.9M)	QoQ -4.54% (-$19.8K) YoY -7.27% (-$32.6K)