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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 $134,253,186
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 66,650 $12,832,112 9.55%
2.
Microsoft Corp
 MSFT 27,473 $10,330,966 7.69%
3.
Eli Lilly & Co
 LLY 17,644 $10,284,948 7.66%
4.
Amazon Com Inc
 AMZN 42,297 $6,426,544 4.78%
5.
Alphabet Inc.
 GOOG 34,969 $4,884,855 3.63%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)