You're signed outSign in or to get full access.
Finer Wealth Management, Inc.
Finer Wealth Management, Inc. is an independent investment advisory firm based in Salem, Massachusetts. Founded in the early 2000s, the firm delivers personalized investment services, tax planning, and financial direction targeted at individuals, families, and urban professionals seeking financial independence. Finer Wealth Management offers comprehensive and client-focused wealth management with at least 8 employees and serves clients in Massachusetts and, recently, Florida. The firm is registered with the SEC and files regular 13F holdings disclosures.
Investment Strategy
Finer Wealth Management creates customized investment strategies tailored to clients' risk tolerance, time horizons, and individual financial goals. Their approach emphasizes diversified portfolios, active management, and strategic asset allocation, primarily focusing on large-cap equities like AAPL, MSFT, LLY, NVDA, and AMZN, which comprise a significant share of recent holdings. The firm also integrates tax planning and risk management to support long-term financial growth and client independence.
Latest 13F Filing Activity
Finer Wealth Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 83 equity positions with a total 13F market value of $187M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Microstrategy Inc. among other positions. Finer Wealth Management, Inc. reduced exposure to Intel Corp., Apple Inc., Thermo Fisher Scientific Inc. among others.
Top Holdings
Equity Positions (83)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.85% | $14.7M | 29,509 | $339.18 | $497.41 | +$3.6M |
A AAPL | APPLE INC | 7.40% | $13.8M | 67,477 | $178.23 | $205.17 | -$1.2M |
N NVDA | NVIDIA CORPORATION | 7.24% | $13.6M | 85,774 | $44.55 | $157.99 | +$4.3M |
L LLY | ELI LILLY & CO | 6.07% | $11.4M | 14,564 | $276.22 | $779.53 | -$1.0M |
M META | META PLATFORMS INC | 5.40% | $10.1M | 13,694 | $330.46 | $738.09 | +$2.3M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more