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:

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389930207

Shares:5.8K

Value:$211.1K

% of Portfolio:0.1% ($211.1K/$166.9M)

SunCoke Energy, Inc.

SXC|86722A103

Shares:22.3K

Value:$205.1K

% of Portfolio:0.1% ($205.1K/$166.9M)

97727L408

Shares:49.5K

Value:$194.5K

% of Portfolio:0.1% ($194.5K/$166.9M)

FORD MOTOR CO

F|345370860

Shares:17.1K

Value:$171.2K

% of Portfolio:0.1% ($171.2K/$166.9M)

Bitfarms Ltd

BITF|09173B107

Shares:12.6K

Value:$9.9K

% of Portfolio:0.0% ($9.9K/$166.9M)

Tilray Brands, Inc.

TLRY|88688T100

Shares:14.6K

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$166.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip389930207)✕	5.8K	QoQ -4.89% (-298) YoY NEW(+5.8K)	All Managers (Combined)	$211.1K	0.1% ($211.1K/$166.9M)	QoQ -17.11% (-$43.6K) YoY NEW(+$211.1K)
SunCoke Energy, Inc.(SXCcusip86722A103)	22.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$205.1K	0.1% ($205.1K/$166.9M)	QoQ -14.01% (-$33.4K) YoY -18.36% (-$46.2K)
(cusip97727L408)✕	49.5K	QoQ 0.00% (-0) YoY NEW(+49.5K)	All Managers (Combined)	$194.5K	0.1% ($194.5K/$166.9M)	QoQ -56.59% (-$253.7K) YoY NEW(+$194.5K)
FORD MOTOR CO(Fcusip345370860)	17.1K	QoQ -37.79% (-10.4K) YoY -41.73% (-12.2K)	All Managers (Combined)	$171.2K	0.1% ($171.2K/$166.9M)	QoQ -36.97% (-$100.4K) YoY -55.99% (-$217.8K)
Bitfarms Ltd(BITFcusip09173B107)	12.6K	QoQ NEW(+12.6K) YoY NEW(+12.6K)	All Managers (Combined)	$9.9K	0.0% ($9.9K/$166.9M)	QoQ NEW(+$9.9K) YoY NEW(+$9.9K)
Tilray Brands, Inc.(TLRYcusip88688T100)	14.6K	QoQ -3.98% (-608) YoY NEW(+14.6K)	All Managers (Combined)	$9.6K	0.0% ($9.6K/$166.9M)	QoQ -52.53% (-$10.7K) YoY NEW(+$9.6K)