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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 3     View All Holdings Currently Viewing:  New 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
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 34 New $0.00 $1,202,000 19,021 0.79% 1,202,000 19,021 0.004    N/A
   (IBB)1 Year Chart         IBB iShares Tr Nasdaq Biotech 68 New $136.69 $295,000 2,148 0.19% 295,000 2,148 0.003    Closed - End Fund - E...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 70 New $48.69 $290,000 5,897 0.19% 290,000 5,897 0    Closed - End Fund - Debt

      3 Records Found
  1    
Page 1 of 1
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