Finer Wealth Management, Inc.
Top Portfolio Positions
75 positions ·
$189,992,399 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
68,343 | $17,344,769 | 9.13% | |
| NVDA |
Nvidia Corp
Technology
|
82,770 | $14,435,088 | 7.60% | |
| LLY |
ELI LILLY & Co
Healthcare
|
13,172 | $12,115,210 | 6.38% | |
| MSFT |
Microsoft Corp
Technology
|
32,159 | $11,904,297 | 6.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
35,779 | $10,288,609 | 5.42% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
44,322 | $9,230,942 | 4.86% | |
| META |
Meta Platforms, Inc.
Communication Services
|
13,845 | $7,921,139 | 4.17% | |
| CAT |
Caterpillar Inc
Industrials
|
9,959 | $7,055,553 | 3.71% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
21,172 | $6,227,955 | 3.28% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
49,156 | $6,109,107 | 3.22% |
Portfolio Trend
18 quarters · across all stocks
Holdings in WKEY
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $303,911 | 49,497 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $388,551 | 49,497 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $314,800 | 49,497 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $324,700 | 49,497 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $194,523 | 49,497 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $448,195 | 49,497 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||