Long-term investor
Finer Wealth Management, Inc. @finerwealthmanagementinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001929071).
Record
- Tracked since 2025-12-31 (261 days), 38 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +4.1%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 8.6% · long · since 2025-12-31
- NVDA · 7.3% · long · since 2025-12-31
- LLY · 6.7% · long · since 2025-12-31
- AMD · 5.7% · long · since 2025-12-31
- GOOGL · 5.6% · long · since 2025-12-31
- MSFT · 5.3% · long · since 2025-12-31
- CAT · 4.7% · long · since 2025-12-31
- AMZN · 4.7% · long · since 2025-12-31
- META · 3.4% · long · since 2025-12-31
- JPM · 3.1% · long · since 2025-12-31
- MRK · 2.6% · long · since 2025-12-31
- WMT · 2.5% · long · since 2025-12-31