AI Portfolio Summary
In 2025 Q4, Finer Wealth Management, Inc. maintained a portfolio of 92 distinct positions. They heavily accumulated shares in APPLE INC, increasing their position by 1.1%. Conversely, Finer Wealth Management, Inc. completely exited their position in SUNOCO LP/SUNOCO FIN.
Total Positions
92
Quarter
2025 Q4
Top Holding
AAPL (9.1%)
Top 10 Concentration
55.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 92
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AAPL
APPLE INC
|
Technology | 9.07% | 8.65% |
#1
Prev: #1
|
5.6 | 752 | 1.1% |
P
S
|
68,954 | $18,745,877 |
$259.39
+4.4%
|
2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
MSFT
MICROSOFT CORP
|
Technology | 7.59% | 7.64% |
#2
1
Prev: #3
|
5.1 | 2,834 | 9.6% |
P
S
|
32,422 | $15,679,729 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 7.57% | 7.95% |
#3
1
Prev: #2
|
3.0 | -1,636 | -1.9% |
P
S
|
83,846 | $15,637,292 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 7.08% | 5.48% |
#4
Prev: #4
|
2.8 | -798 | -5.5% |
P
S
|
13,612 | $14,628,380 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 5.58% | 4.45% |
#5
2
Prev: #7
|
4.2 | 90 | 0.2% |
P
S
|
36,845 | $11,532,367 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 5.01% | 4.83% |
#6
Prev: #6
|
4.0 | 754 | 1.7% |
P
S
|
44,853 | $10,353,041 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 4.42% | 5.00% |
#7
2
Prev: #5
|
3.8 | 166 | 1.2% |
P
S
|
13,840 | $9,135,884 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 3.37% | 3.33% |
#8
1
Prev: #9
|
3.4 | 388 | 1.8% |
P
S
|
21,591 | $6,957,096 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CAT
CATERPILLAR INC
|
Industrials | 2.78% | 2.42% |
#9
2
Prev: #11
|
1.1 | -123 | -1.2% |
P
S
|
10,039 | $5,751,207 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 2.68% | 2.50% |
#10
Prev: #10
|
3.1 | 926 | 1.9% |
P
S
|
49,683 | $5,535,173 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 2.34% | 1.82% |
#11
4
Prev: #15
|
2.9 | 64 | 0.3% |
P
S
|
22,632 | $4,846,834 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRK
MERCK & CO INC
|
Healthcare | 2.32% | 1.83% |
#12
1
Prev: #13
|
2.9 | 1,746 | 4.0% |
P
S
|
45,580 | $4,797,747 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PG
PROCTER AND GAM...
|
Consumer Defensive | 1.84% | 1.94% |
#13
1
Prev: #12
|
2.8 | 1,212 | 4.8% |
P
S
|
26,546 | $3,804,280 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRM
SALESFORCE INC
|
Technology | 1.71% | 1.50% |
#14
7
Prev: #21
|
2.7 | 655 | 5.2% |
P
S
|
13,371 | $3,542,181 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 1.67% | 1.61% |
#15
1
Prev: #16
|
0.7 | -204 | -1.8% |
P
S
|
11,346 | $3,447,936 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 1.58% | 1.52% |
#16
2
Prev: #18
|
2.6 | 698 | 2.2% |
P
S
|
32,702 | $3,267,261 | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 1.57% | 1.51% |
#17
3
Prev: #20
|
2.6 | 640 | 6.4% |
P
S
|
10,630 | $3,248,847 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
T
AT&T INC
|
Communication Services | 1.52% | 1.82% |
#18
4
Prev: #14
|
0.6 | -3,115 | -2.4% |
P
S
|
126,292 | $3,137,097 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.51% | 1.36% |
#19
5
Prev: #24
|
2.6 | 819 | 13.4% |
P
S
|
6,935 | $3,118,581 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.48% | 1.41% |
#20
3
Prev: #23
|
2.6 | 278 | 1.1% |
P
S
|
25,408 | $3,057,648 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 1.42% | 1.29% |
#21
4
Prev: #25
|
2.6 | 2,363 | 16.7% |
P
S
|
16,501 | $2,933,053 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 1.36% | 1.45% |
#22
Prev: #22
|
2.6 | 11,802 | 26.4% |
P
S
|
56,426 | $2,801,551 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VZ
VERIZON COMMUNI...
|
Communication Services | 1.34% | 1.53% |
#23
6
Prev: #17
|
0.5 | -1,859 | -2.7% |
P
S
|
68,075 | $2,772,695 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 1.32% | 1.25% |
#24
3
Prev: #27
|
2.5 | 1,058 | 5.9% |
P
S
|
18,979 | $2,723,799 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSTR
STRATEGY INC
|
Technology | 1.17% | 3.57% |
#25
17
Prev: #8
|
0.6 | -6,300 | -28.3% |
P
S
|
15,948 | $2,423,299 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SUN
SUNOCO LP/SUNOC...
|
Energy | 0.00% | 0.77% |
Sold All 😨
(Was: #32) |
0.3 | -30,780 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
KMB
KIMBERLY-CLARK ...
|
Consumer Defensive | 0.00% | 0.19% |
Sold All 😨
(Was: #62) |
0.3 | -3,135 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EPD
ENTERPRISE PROD...
|
Energy | 0.00% | 0.16% |
Sold All 😨
(Was: #67) |
0.3 | -10,204 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETH
GRAYSCALE ETHER...
|
Unknown | 0.00% | 0.13% |
Sold All 😨
(Was: #77) |
0.3 | -6,705 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSTY
TIDAL TRUST II
|
Unknown | 0.00% | 0.12% |
Sold All 😨
(Was: #80) |
0.3 | -16,666 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DEFT
DEFI TECHNOLOGI...
|
Financial Services | 0.00% | 0.11% |
Sold All 😨
(Was: #81) |
0.3 | -102,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USO
UNITED STS OIL ...
|
Unknown | 0.00% | 0.10% |
Sold All 😨
(Was: #82) |
0.3 | -2,825 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
COLUMBUS CIRCLE...
|
—
|
Unknown | 0.00% | 0.05% |
Sold All 😨
(Was: #85) |
0.3 | -10,000 | -100.0% |
CLOSED
|
— | $— | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
TLRY
TILRAY BRANDS I...
|
Healthcare | 0.00% | 0.01% |
Sold All 😨
(Was: #86) |
0.3 | -14,647 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 92 holdings