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Name: |
Finer Wealth Management Inc. |
City: |
SALEM |
State: |
MA |
Zip: |
01970 |
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Holdings
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30 |
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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 |
|
LLY |
Eli Lilly & Co |
1 |
- |
$820.34 |
$13,105,000 |
16,845 |
8.61% |
2,820,000 |
-799 |
0.002 |
Drug Manufacturers - ... |
|
XOM |
Exxon Mobil Corp |
14 |
- |
$117.26 |
$3,088,000 |
26,564 |
2.03% |
417,000 |
-154 |
0.001 |
Integrated Oil & Gas |
|
CVX |
Chevron Corp |
18 |
- |
$162.30 |
$2,450,000 |
15,530 |
1.61% |
114,000 |
-134 |
0.001 |
Integrated Oil & Gas |
|
BMY |
Bristol-Myers Squibb Co |
21 |
- |
$41.09 |
$2,267,000 |
41,795 |
1.49% |
-168,000 |
-5,660 |
0.002 |
Drug Manufacturers - ... |
|
T |
AT&T Corp |
23 |
- |
$18.22 |
$2,234,000 |
126,908 |
1.47% |
76,000 |
-1,680 |
0.002 |
Long Distance Carriers |
|
BAC |
Bank of America Corp |
24 |
- |
$39.99 |
$1,815,000 |
47,876 |
1.19% |
-320,000 |
-15,530 |
0.001 |
Domestic Money Center... |
|
PFE |
Pfizer Inc |
25 |
- |
$28.66 |
$1,678,000 |
60,486 |
1.1% |
-481,000 |
-14,495 |
0.001 |
Drug Manufacturers - ... |
|
TMO |
Thermo Fisher Scientific |
28 |
- |
$567.98 |
$1,582,000 |
2,721 |
1.04% |
7,000 |
-246 |
0.001 |
Medical Laboratories ... |
|
JNJ |
Johnson & Johnson |
31 |
- |
$146.67 |
$1,393,000 |
8,805 |
0.91% |
-359,000 |
-2,375 |
0 |
Drug Manufacturers - ... |
|
DE |
Deere & Co |
32 |
- |
$374.76 |
$1,241,000 |
3,021 |
0.81% |
-398,000 |
-1,078 |
0.001 |
Farm & Construction M... |
|
PFF |
iShares S&P U.S. Preferred ... |
33 |
- |
$31.75 |
$1,239,000 |
38,446 |
0.81% |
-213,000 |
-8,112 |
0.008 |
Closed - End Fund - E... |
|
GLD |
streetTRACKS Gold Trust |
36 |
- |
$215.30 |
$972,000 |
4,724 |
0.64% |
-36,000 |
-547 |
0.001 |
Closed - End Fund - E... |
|
CSCO |
Cisco Systems Inc |
37 |
- |
$46.50 |
$900,000 |
18,041 |
0.59% |
-18,000 |
-125 |
0 |
Networking & Communic... |
|
APD |
Air Products & Chemicals Inc |
38 |
- |
$266.70 |
$852,000 |
3,518 |
0.56% |
-373,000 |
-957 |
0.002 |
Diversified Chemicals |
|
GS |
Goldman Sachs Group Inc |
42 |
- |
$456.52 |
$713,000 |
1,708 |
0.47% |
-85,000 |
-361 |
0 |
Investment Brokerage ... |
|
MO |
Altria Group Inc |
44 |
- |
$46.25 |
$678,000 |
15,545 |
0.45% |
48,000 |
-67 |
0.001 |
Cigarettes & Other To... |
|
KMB |
Kimberly Clark Corp |
45 |
- |
$133.30 |
$662,000 |
5,116 |
0.43% |
-90,000 |
-1,075 |
0.002 |
Paper & Paper Products |
|
V |
Visa Inc |
46 |
- |
$272.46 |
$660,000 |
2,363 |
0.43% |
-213,000 |
-990 |
0 |
Business Services |
|
DIS |
Walt Disney Co |
47 |
- |
$103.91 |
$651,000 |
5,317 |
0.43% |
76,000 |
-1,047 |
0 |
Entertainment - Diver... |
|
RTX |
RTX Corp |
52 |
- |
$101.02 |
$616,000 |
6,315 |
0.4% |
40,000 |
-527 |
0 |
Conglomerates |
|
EPD |
Enterprise Products Partner... |
56 |
- |
$28.50 |
$451,000 |
15,461 |
0.3% |
-123,000 |
-6,335 |
0.001 |
Independent Oil & Gas |
|
F |
Ford Motor Co |
59 |
- |
$12.50 |
$389,000 |
29,290 |
0.26% |
30,000 |
-181 |
0.001 |
Auto Manufacturers |
|
USO |
United States Oil Fund, Lp |
60 |
- |
$74.82 |
$388,000 |
4,924 |
0.25% |
9,000 |
-757 |
0.004 |
Closed - End Fund - E... |
|
EBC |
Eastern Bankshares, Inc. |
61 |
- |
$13.70 |
$385,000 |
27,971 |
0.25% |
-66,000 |
-3,786 |
0.015 |
N/A |
|
SCHG |
Schwab Strategic Trust |
63 |
- |
$94.45 |
$367,000 |
3,957 |
0.24% |
7,000 |
-384 |
0 |
Closed - End Fund - Debt |
|
SCHD |
Schwab US Dividend Equity ETF |
64 |
- |
$78.57 |
$350,000 |
4,346 |
0.23% |
-10,000 |
-385 |
0.001 |
N/A |
|
MU |
Micron Technology Inc |
66 |
- |
$125.00 |
$326,000 |
2,762 |
0.21% |
39,000 |
-597 |
0 |
Semiconductor - Memor... |
|
NFLX |
Netflix Inc |
69 |
- |
$641.62 |
$294,000 |
483 |
0.19% |
45,000 |
-29 |
0 |
Music & Video Stores |
|
WFC |
Wells Fargo & Co |
74 |
- |
$59.92 |
$208,000 |
3,581 |
0.14% |
-19,000 |
-1,029 |
0 |
Domestic Money Center... |
|
DOW |
DOW Inc |
76 |
- |
$57.63 |
$203,000 |
3,496 |
0.13% |
-12,000 |
-418 |
0 |
Diversified Chemicals |
|