Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
 
     
Company Main View
  Name: Finer Wealth Management Inc.
  City: SALEM
  State: MA
  Zip: 01970
   
Achive data
  View Filing Period:
  
 
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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

    
Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (XEL)1 Year Chart         XEL Xcel Energy Inc 43 - $55.52 $685,000 12,750 0.45% -104,000 0 0.002    Electric Utilities
   (KO)1 Year Chart         KO Coca-Cola Co 50 - $63.03 $618,000 10,101 0.41% 23,000 0 0    Beverage Soft Drinks...
   (ES)1 Year Chart         ES Eversource Energy 51 - $60.96 $617,000 10,330 0.41% -21,000 0 0.003    Electric Utilities
   (CMS)1 Year Chart         CMS CMS Energy Corp 53 - $63.24 $612,000 10,139 0.4% 23,000 0 0.004    Multi Utilities
   (AVGO)1 Year Chart         AVGO Broadcom Limited 54 - $1,395.29 $488,000 368 0.32% 77,000 0 0    Semiconductor- Broad...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 57 - $532.13 $448,000 853 0.29% 41,000 0 0    Closed - End Fund - E...
   (CNP)1 Year Chart         CNP CenterPoint Energy Inc 58 - $30.08 $429,000 15,049 0.28% -1,000 0 0.002    Multi Utilities
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 62 - $184.06 $380,000 2,083 0.25% 25,000 0 0.001    Closed - End Fund - Debt
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 65 - $372.63 $334,000 837 0.22% 52,000 0 0    Medical Appliances & ...
   (UDR)1 Year Chart         UDR UDR Inc 67 - $39.54 $302,000 8,064 0.2% -7,000 0 0.002    REIT - Housing/Apartm...
   (BEN)1 Year Chart         BEN Franklin Resources Inc 71 - $24.28 $284,000 10,106 0.19% -17,000 0 0.002    Asset Management
   (BTI)1 Year Chart         BTI British American Tobacco (ADR) 72 - $31.59 $277,000 9,072 0.18% 11,000 0 0    Cigarettes & Other To...
   (SXC)1 Year Chart         SXC Suncoke Energy, Inc. 73 - $10.52 $251,000 22,298 0.16% 12,000 0 0.027    Steel & Iron
   (PM)1 Year Chart         PM Philip Morris International... 75 - $99.83 $206,000 2,243 0.14% -5,000 0 0    Cigarettes & Other To...
      14 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us