13F Filings History of Finer Wealth Management, Inc.

Latest 13F report
Q4 2025 - 21 Jan 2026
Value $
$206,690,659
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 83 stock holdings with total value $206,690,659 as of Q4 2025. Top holdings included AAPL, MSFT, NVDA, LLY, and GOOGL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 83 $206,690,659 +$10,474,915 -$10,434,591 +$40,324 AAPL, MSFT, NVDA, LLY, GOOGL 13F-HR 21 Jan 2026, 14:04
Q3 2025 86 $200,680,324 +$3,084,146 -$2,965,260 +$118,886 AAPL, NVDA, MSFT, LLY, META 13F-HR 04 Nov 2025, 14:55
Q2 2025 86 $187,067,245 +$8,194,082 -$6,260,757 +$1,933,325 MSFT, AAPL, NVDA, LLY, META 13F-HR 13 Aug 2025, 17:23
Q1 2025 86 $166,914,074 +$4,141,388 -$2,893,613 +$1,247,775 AAPL, LLY, MSFT, NVDA, AMZN 13F-HR 12 May 2025, 18:42
Q4 2024 82 $174,451,044 +$13,363,483 -$2,837,821 +$10,525,662 AAPL, MSFT, LLY, NVDA, AMZN 13F-HR 13 Feb 2025, 17:19
Q3 2024 79 $162,019,340 +$8,700,235 -$5,663,542 +$3,036,693 AAPL, LLY, MSFT, NVDA, AMZN 13F-HR 13 Nov 2024, 19:08
Q2 2024 73 $154,994,978 +$12,664,736 -$9,243,242 +$3,421,494 LLY, AAPL, MSFT, NVDA, AMZN 13F-HR 13 Aug 2024, 16:07
Q1 2024 77 $152,278,867 +$10,313,945 -$6,339,381 +$3,974,564 LLY, MSFT, AAPL, AMZN, NVDA 13F-HR 26 Apr 2024, 12:43
Q4 2023 79 $134,253,186 +$2,931,919 -$5,298,548 -$2,366,629 AAPL, MSFT, LLY, AMZN, GOOGL 13F-HR 13 Feb 2024, 15:18
Q3 2023 80 $125,047,957 +$5,030,140 -$4,362,866 +$667,274 AAPL, LLY, MSFT, AMZN, MRK 13F-HR 14 Nov 2023, 14:25
Q2 2023 82 $127,971,304 +$1,841,504 -$1,804,236 +$37,268 AAPL, MSFT, LLY, AMZN, MRK 13F-HR 14 Aug 2023, 14:03
Q1 2023 83 $118,296,442 +$6,257,415 -$1,143,336 +$5,114,079 AAPL, MSFT, LLY, MRK, AMZN 13F-HR 09 May 2023, 17:13
Q4 2022 77 $106,857,650 +$3,285,897 -$5,348,181 -$2,062,284 AAPL, LLY, MSFT, MRK, PFE 13F-HR 13 Feb 2023, 16:41
Q3 2022 77 $101,604,000 +$5,111,818 -$1,458,971 +$3,652,847 AAPL, LLY, MSFT, AMZN, MRK 13F-HR 10 Nov 2022, 21:12
Q2 2022 78 $109,608,000 +$9,684,712 -$4,356,609 +$5,328,103 AAPL, MSFT, LLY, MRK, PFE 13F-HR 10 Aug 2022, 17:04
Q1 2022 81 $122,481,000 +$7,136,061 -$1,781,636 +$5,354,425 AAPL, MSFT, LLY, AMZN, GOOGL 13F-HR 06 Jun 2022, 17:04
Q4 2021 76 $120,495,000 $0 $0 $0 AAPL, MSFT, LLY, AMZN, GOOGL 13F-HR 01 Jun 2022, 09:45