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| Happy Holidays!! thanks for using AUM13F!! |
| Finer Wealth Management Inc
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| CRD # | 129987 |
| SEC # | 801-121773 |
| CIK # | 0001929071 |
| AUM | $249.7 M (2025-03-27) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 978-740-1011 |
| Address | 530 Loring Avenue Salem, MA 01970 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001929071 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 14.7 | |
| Apple Inc | 13.8 | |
| Nvidia Corp | 13.6 | |
| Lilly Eli & Co | 11.4 | |
| Facebook Inc | 10.1 | |
| Amazon Com Inc | 9.6 | |
| MicroStrategy Inc | 9.0 | |
| Alphabet Inc | 6.5 | |
| J P Morgan Chase & Co | 6.1 | |
| Wal Mart Stores Inc | 4.8 | |
| Procter & Gamble Co | 4.0 | |
| Caterpillar Inc | 3.9 | |
| AT&T Inc | 3.8 | |
| Merck & Co Inc | 3.4 | |
| Salesforce Com Inc | 3.4 | |
| Energy Transfer Equity LP | 3.3 | |
| Advanced Micro Devices Inc | 3.1 | |
| Verizon Communications Inc | 3.1 | |
| Schwab Charles Corp | 2.9 | |
| McDonalds Corp | 2.8 | |
| Exxon Mobil Corp | 2.7 | |
| Taiwan Semiconductor Manufacturing Co Ltd | 2.7 | |
| Grayscale Bitcoin Trust BTC | 2.4 | |
| iShares Bitcoin Trust | 2.4 | |
| PepsiCo Inc | 2.3 | |
| Chevron Corp | 2.3 | |
| Coca Cola Co | 1.9 | |
| Susser Petroleum Partners LP | 1.8 | |
| Tesla Motors Inc | 1.7 | |
| Lockheed Martin Corp | 1.7 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 50.4 |
| (b) Individuals (high net worth individuals) | 66 | 185.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 23 | 9.7 |
| (n) Other | 0 | 0.0 |
| Total | 763 | 249.7 |
| By Discretionary | ||
| Discretionary | 763 | 249.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 763 | 249.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 249.7 | |
| Total | 763 | 249.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001929071] |
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|---|---|---|
|
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MD | 0.3 |
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Guided Capital Wealth Management LLC
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TX | 0.3 |
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Wallace Advisory Group LLC
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CA | 0.2 |
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Hesen & Haslam LLC
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CA | 0.2 |
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Otto & Associates Inc
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VT | 0.2 |
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Copperleaf Capital LLC
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NC | 0.2 |
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Copley Investment Management LLC
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0.2 | |
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Hickory Asset Management Inc
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OH | 0.2 |
|
Spectrum Strategic Capital Management LLC
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OR | 0.2 |
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Councilmark Asset Management LLC
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TN | 0.2 |