Titelia

Holdings of Finer Wealth Management, Inc.

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Net assets
-
Positions
83 in 5 countries
Top ten
52.3 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Apple Inc 68,34317.3M $
2NVIDIA Corp 82,77014.4M $
3Eli Lilly & Co 13,17212.1M $
4Microsoft Corp 32,15911.9M $
5Alphabet Inc 35,77910.3M $
6Amazon.com Inc 44,3229.2M $
7Meta Platforms Inc 13,8457.9M $
8CATERPILLAR INC 9,9597.1M $
9JPMorgan Chase & Co 21,1726.2M $
10Walmart Inc 49,1566.1M $
11Merck & Co Inc 45,3555.5M $
12Advanced Micro Devices Inc 22,2724.5M $
13Exxon Mobil Corp 25,3754.3M $
14AT&T Inc 131,7083.8M $
15Procter & Gamble Co/The 26,1333.8M $
16Taiwan Semiconductor Manufacturing Co Ltd 11,0893.7M $
17Verizon Communications Inc 69,6263.5M $
18McDonald's Corp 10,6883.3M $
19Chevron Corp 15,4233.2M $
20Charles Schwab Corp/The 32,4193M $
21iShares Bitcoin Trust ETF 71,3742.7M $
22Tesla Inc 6,9942.6M $
23Palantir Technologies Inc 17,6712.6M $
24PepsiCo Inc 15,6682.4M $
25ASML Holding NV 1,6222.1M $
26SPDR Gold Shares 4,9252.1M $
27Coca-Cola Co/The 27,6382.1M $
28Salesforce Inc 10,7352M $
29Altria Group Inc 26,1221.7M $
30Alphabet Inc 5,7061.6M $
31RTX Corp 7,6201.5M $
32ISHARES TRUST 17,3131.4M $
33iShares iBoxx USD Investment Grade Corporate Bond ETF 12,9141.4M $
34iShares Biotechnology ETF 7,9871.3M $
35Lockheed Martin Corp 2,1041.3M $
36Broadcom Inc 4,1051.3M $
37CISCO SYSTEMS INC 16,3341.3M $
38Grayscale Bitcoin Trust ETF 21,7711.1M $
39Johnson & Johnson 4,048989.6K $
40BRITISH AMERICAN TOBACCO PLC 16,350956K $
41Micron Technology Inc 2,761932.9K $
42Xcel Energy Inc 10,942869.2K $
43SPDR S&P 500 ETF TRUST 1,321859K $
44iShares Silver Trust 12,400844.9K $
45Costco Wholesale Corp 768765.3K $
46Bank of America Corp 15,681764.5K $
47Ethereum Investment Trust 43,600744.3K $
48Strategy Inc 5,929739.9K $
49Intel Corp 16,310719.8K $
50CMS Energy Corp 9,000698.2K $
51Deere & Co 1,217685.8K $
52Eversource Energy 8,838612.3K $
53UnitedHealth Group Inc 2,194593.7K $
54Goldman Sachs Group Inc/The 675571K $
55AbbVie Inc 2,318504.2K $
56Grayscale Bitcoin Mini Trust E 16,736501.9K $
57Netflix Inc 5,130493.3K $
58ENERGY TRANSFER LP 24,945481.4K $
59CENTERPOINT ENERGY INC 11,050476.9K $
60Schwab U.S. Small-Cap ETF 15,474450K $
61iShares Core S&P 500 ETF 679443.5K $
62VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 2,000430.1K $
63Home Depot Inc/The 1,274419K $
64Berkshire Hathaway Inc 856410.2K $
65Texas Instruments Inc 1,948378.2K $
66SCHWAB STRATEGIC TRUST 12,259357.1K $
67Kraft Heinz Co/The 14,564327.5K $
68Southern Co/The 3,371325.3K $
69US OIL FUND LP 2,553324.9K $
70Southern Copper Corp 1,874322.5K $
71Pfizer Inc 11,243315.7K $
72Walt Disney Co/The 3,237312K $
73WISEKEY INTERNATIONAL HOLDING LTD 49,497303.9K $
74Bristol-Myers Squibb Co 5,002303.4K $
75Air Products and Chemicals Inc 996289.4K $
76Schwab US Dividend Equity ETF 8,277253.9K $
77Wells Fargo & Co 3,187253.7K $
78INTERNATIONAL BUSINESS MACHINES CORP 1,004243.4K $
79Visa Inc 754227.9K $
80Intuitive Surgical Inc 466214.8K $
81Philip Morris International Inc 1,258208K $
82Ford Motor Co 13,696158.1K $
83United States Antimony Corp 16,158141.1K $

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Sector breakdown

  • Technology 32.7 %
  • Communication 14.3 %
  • Health care 10.4 %
  • Consumer staples 9.4 %
  • Consumer discretionary 8.0 %
  • Financials 5.9 %
  • Industrials 5.3 %
  • Energy 2.2 %
  • Utilities 1.5 %
  • Funds 0.2 %
  • Materials 0.1 %
  • Unattributed 9.9 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 96.4 %
  • Taiwan 1.9 %
  • Netherlands 1.1 %
  • United Kingdom 0.5 %
  • Switzerland 0.2 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States79189.1M $96.36 %
2Taiwan13.7M $1.91 %
3Netherlands12.1M $1.09 %
4United Kingdom1956K $0.49 %
5Switzerland1303.9K $0.15 %
Cite this page

Titelia. "Holdings of Finer Wealth Management, Inc.". https://titelia.com/en/funds/US13F1929071