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Home > Institutional Investor > Finer Wealth Management, Inc. > Profile

Instuitional Investor - Finer Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Finer Wealth Management, Inc.
Portfolio Value $223,775,666
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 66,516 $19,247,085 8.6%
2.
Nvidia Corp
 NVDA 81,613 $16,329,936 7.3%
3.
Eli Lilly & Co
 LLY 12,592 $15,103,705 6.75%
4.
Advanced Micro Devices Inc
 AMD 21,980 $12,768,306 5.71%
5.
Alphabet Inc.
 GOOGL 34,833 $12,448,276 5.56%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.