Finer Wealth Management, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$162M
Signature - Title
Gary M. Coon - Chief Compliance Officer
Location
Salem, MA
Summary
This page shows a list of all the recent 13F filings made by Finer Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Finer Wealth Management, Inc. reported 79 stock holdings with total value $162M as of Q3 2024. Top holdings included AAPL, LLY, MSFT, NVDA, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 79 $162M +$8.7M -$5.66M +$3.04M AAPL, LLY, MSFT, NVDA, AMZN 13F-HR 11/13/2024, 07:08 PM
Q2 2024 73 $155M +$12.7M -$9.24M +$3.42M LLY, AAPL, MSFT, NVDA, AMZN 13F-HR 8/13/2024, 04:07 PM
Q1 2024 77 $152M +$10.3M -$6.34M +$3.97M LLY, MSFT, AAPL, AMZN, NVDA 13F-HR 4/26/2024, 12:43 PM
Q4 2023 79 $134M +$2.93M -$5.3M -$2.37M AAPL, MSFT, LLY, AMZN, GOOGL 13F-HR 2/13/2024, 03:18 PM
Q3 2023 80 $125M +$5.03M -$4.36M +$667K AAPL, LLY, MSFT, AMZN, MRK 13F-HR 11/14/2023, 02:25 PM
Q2 2023 82 $128M +$1.84M -$1.8M +$37.3K AAPL, MSFT, LLY, AMZN, MRK 13F-HR 8/14/2023, 02:03 PM
Q1 2023 83 $118M +$6.26M -$1.14M +$5.11M AAPL, MSFT, LLY, MRK, AMZN 13F-HR 5/9/2023, 05:13 PM
Q4 2022 77 $107M +$3.29M -$5.35M -$2.06M AAPL, LLY, MSFT, MRK, PFE 13F-HR 2/13/2023, 04:41 PM
Q3 2022 77 $102M +$5.11M -$1.46M +$3.65M AAPL, LLY, MSFT, AMZN, MRK 13F-HR 11/10/2022, 09:12 PM
Q2 2022 78 $110M +$9.68M -$4.36M +$5.33M AAPL, MSFT, LLY, MRK, PFE 13F-HR 8/10/2022, 05:04 PM
Q1 2022 81 $122M +$7.14M -$1.78M +$5.35M AAPL, MSFT, LLY, AMZN, GOOGL 13F-HR 6/6/2022, 05:04 PM
Q4 2021 76 $120M $0 $0 AAPL, MSFT, LLY, AMZN, GOOGL 13F-HR 6/1/2022, 09:45 AM