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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 $199,407,009
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 68,343 $17,344,859 8.7%
2.
Nvidia Corp
 NVDA 82,770 $14,435,043 7.24%
3.
Eli Lilly & Co
 LLY 13,172 $12,115,403 6.08%
4.
Microsoft Corp
 MSFT 32,159 $11,904,271 5.97%
5.
Alphabet Inc.
 GOOGL 35,779 $10,288,550 5.16%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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