Portfolio (Quarterly)
Guide ↗
Finer Wealth Management, Inc.
· CIK 0001929071| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | T | AT&T INC | Communication Services | 135,607.0 | $2.8M | 1.25% | NEW | — | $20.70 | +26.4% |
| 22 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 82,763.0 | $2.8M | 1.23% | NEW | — | $33.29 | +39.2% |
| 23 | CVX | CHEVRON CORPORATION | Energy | 15,316.0 | $2.5M | 1.13% | NEW | — | $165.76 | +27.5% |
| 24 | KO | COCA COLA CO | Consumer Defensive | 27,638.0 | $2.2M | 1.00% | NEW | — | $81.27 | +9.3% |
| 25 | MU | MICRON TECHNOLOGY INC | Technology | 1,944.0 | $2.2M | 1.00% | NEW | — | $1154.47 | -17.0% |
| 26 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 18,893.0 | $2.2M | 0.98% | NEW | — | $116.67 | +56.4% |
| 27 | MO | ALTRIA GROUP INC | Consumer Defensive | 29,368.0 | $2.1M | 0.94% | NEW | — | $71.95 | -3.4% |
| 28 | GOOG | ALPHABET INC | — | 5,860.0 | $2.1M | 0.93% | NEW | — | $353.33 | — |
| 29 | INTC | INTEL CORP | Technology | 14,757.0 | $2.1M | 0.92% | NEW | — | $139.63 | -34.3% |
| 30 | GLD | SPDR GOLD TR | Financial Services | 5,413.0 | $2.0M | 0.89% | NEW | — | $368.38 | +11.4% |
| 31 | CSCO | CISCO SYS INC | Technology | 16,334.0 | $1.9M | 0.86% | NEW | — | $117.46 | -7.5% |
| 32 | PEP | PEPSICO INC | Consumer Defensive | 13,798.0 | $1.9M | 0.83% | NEW | — | $135.40 | +3.4% |
| 33 | RTX | RTX CORPORATION | Industrials | 9,070.0 | $1.7M | 0.77% | NEW | — | $189.73 | +6.5% |
| 34 | EIRL | ISHARES TR | — | 20,838.0 | $1.6M | 0.73% | NEW | — | $78.35 | +7.7% |
| 35 | LQD | ISHARES TR | — | 12,914.0 | $1.4M | 0.63% | NEW | — | $109.07 | -3.3% |
| 36 | AVGO | BROADCOM INC | Technology | 3,643.0 | $1.4M | 0.61% | NEW | — | $377.75 | -5.4% |
| 37 | CRM | SALESFORCE INC | Technology | 8,383.0 | $1.3M | 0.59% | NEW | — | $156.66 | +68.8% |
| 38 | IBB | ISHARES TR | — | 6,742.0 | $1.3M | 0.57% | NEW | — | $190.19 | +12.4% |
| 39 | SHY | ISHARES TR | — | 14,809.0 | $1.2M | 0.54% | NEW | — | $82.11 | -0.5% |
| 40 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 16,650.0 | $1.0M | 0.46% | NEW | — | $61.76 | -9.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
38.6%
Communication Services
12.5%
Healthcare
11.3%
Financial Services
9.6%
Consumer Defensive
8.6%
Consumer Cyclical
8.1%
Industrials
6.5%
Energy
3.0%
Utilities
1.4%
Basic Materials
0.3%