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  Name: Finer Wealth Management Inc.
  City: SALEM
  State: MA
  Zip: 01970
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $152,279,000
  Total Value Change : $18,025,000
  Securities Held Change : -2
   
All Securities Held : 77
  New Positions : 3
  Closed Positions : 6
  Increased Positions : 30
  Unchanged Positions : 14
  Decreased Positions : 30

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Holdings Found : 30     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MSFT)1 Year Chart         MSFT Microsoft Corp 2 - $424.52 $11,724,000 27,866 7.7% 1,393,000 393 0    Application Software
   (AAPL)1 Year Chart         AAPL Apple Inc 3 - $194.48 $11,660,000 67,999 7.66% -1,172,000 1,349 0    Personal Computers
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 4 - $185.00 $8,110,000 44,962 5.33% 1,683,000 2,665 0    Internet Software & S...
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 5 - $1,209.98 $6,757,000 7,479 4.44% 3,336,000 571 0    Semiconductor - Speci...
   (FB)1 Year Chart         FB Meta Platforms Inc 6 - $493.76 $6,583,000 13,558 4.32% 1,939,000 437 0.001    Internet Service Prov...
   (MRK)1 Year Chart         MRK Merck & Co Inc 7 - $131.20 $5,943,000 45,042 3.9% 1,119,000 792 0.002    Drug Manufacturers - ...
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 8 - $176.73 $5,489,000 36,365 3.6% 604,000 1,396 0.001    Search Engines & Info...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 9 - $196.91 $4,257,000 21,252 2.8% 979,000 1,982 0.001    Domestic Money Center...
   (PG)1 Year Chart         PG Procter & Gamble Co 10 - $168.47 $4,003,000 24,670 2.63% 547,000 1,083 0.001    Cleaning Products
   (CAT)1 Year Chart         CAT Caterpillar Inc 11 - $328.29 $3,726,000 10,170 2.45% 836,000 395 0.002    Farm & Construction M...
   (CRM)1 Year Chart         CRM Salesforce.com Inc 12 - $242.76 $3,672,000 12,193 2.41% 669,000 781 0.001    Internet Software & S...
   (INTC)1 Year Chart         INTC Intel Corp 13 - $30.42 $3,278,000 74,210 2.15% -253,000 3,944 0.002    Semiconductor- Broad...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 15 - $60.24 $2,967,000 49,317 1.95% 529,000 33,850 0.002    Discount, Variety Stores
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 16 - $166.78 $2,855,000 15,817 1.87% 901,000 2,561 0.001    Semiconductor- Broad...
   (PEP)1 Year Chart         PEP Pepsico Inc 17 - $173.20 $2,706,000 15,463 1.78% 189,000 640 0.001    Beverage Soft Drinks...
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP 19 - $15.45 $2,418,000 153,726 1.59% 838,000 39,237 0.006    Oil & Gas Pipelines &...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 20 - $41.33 $2,325,000 55,407 1.53% 261,000 670 0.001    Telecom Services - Do...
   (MCD)1 Year Chart         MCD McDonalds Corp 22 - $260.72 $2,257,000 8,003 1.48% 96,000 715 0.001    Restaurants
   (KHC)1 Year Chart         KHC Kraft Heinz Co 26 - $34.57 $1,612,000 43,688 1.06% 85,000 2,400 0.004    N/A
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 27 - $74.25 $1,598,000 22,084 1.05% 617,000 7,829 0.001    Investment Brokerage ...
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 29 - $162.07 $1,551,000 11,401 1.02% 571,000 1,974 0    Semiconductor - Integ...
   (SUN)1 Year Chart         SUN Sunoco LP 30 - $54.50 $1,543,000 25,601 1.01% 208,000 3,325 0.031    Industrial Equipment ...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 35 - $468.62 $1,051,000 2,310 0.69% 331,000 722 0.001    Aerospace/Defense - M...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 39 - $178.35 $845,000 5,552 0.55% 85,000 158 0    Search Engines & Info...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 40 - $534.66 $780,000 1,491 0.51% 76,000 11 0    Closed - End Fund - E...
   (TXN)1 Year Chart         TXN Texas Instruments Inc 41 - $196.24 $743,000 4,264 0.49% 330,000 1,839 0    Semiconductor- Broad...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 48 - $177.81 $646,000 3,677 0.42% -262,000 24 0    Auto Manufacturers
   (HD)1 Year Chart         HD Home Depot Inc 49 - $331.10 $621,000 1,620 0.41% 71,000 33 0    Home Improvement Stores
   (IBM)1 Year Chart         IBM International Business Mach... 55 - $168.20 $483,000 2,529 0.32% 70,000 5 0    Diversified Computer ...
   (SO)1 Year Chart         SO Southern Co 77 - $78.65 $201,000 2,808 0.13% 201,000 2,808 0    Electric Utilities

      30 Records Found
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