0001221073-24-000034.txt : 20240426
0001221073-24-000034.hdr.sgml : 20240426
20240426124340
ACCESSION NUMBER: 0001221073-24-000034
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240426
DATE AS OF CHANGE: 20240426
EFFECTIVENESS DATE: 20240426
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Finer Wealth Management, Inc.
CENTRAL INDEX KEY: 0001929071
ORGANIZATION NAME:
IRS NUMBER: 043311316
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22554
FILM NUMBER: 24880955
BUSINESS ADDRESS:
STREET 1: 530 LORING AVENUE
STREET 2: SUITE 302
CITY: SALEM
STATE: MA
ZIP: 01970
BUSINESS PHONE: 9787401011
MAIL ADDRESS:
STREET 1: 530 LORING AVENUE
STREET 2: SUITE 302
CITY: SALEM
STATE: MA
ZIP: 01970
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001929071
XXXXXXXX
03-31-2024
03-31-2024
false
Finer Wealth Management, Inc.
530 LORING AVENUE
SUITE 302
SALEM
MA
01970
13F HOLDINGS REPORT
028-22554
N
Gary M. Coon
Chief Compliance Officer
978-740-1011
/s/Gary M. Coon
Salem
MA
04-23-2024
0
77
152278867
INFORMATION TABLE
2
infotable.xml
ADVANCED MICRO DEVICES INC
COM
007903107
BBG001S5NN36
2854781
15817
SH
SOLE
0
0
15817
AIR PRODS & CHEMS INC
COM
009158106
BBG001S5NSB6
852243
3518
SH
SOLE
0
0
3518
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
5488608
36365
SH
SOLE
0
0
36365
ALPHABET INC
CAP STK CL C
02079K107
BBG009S3NB21
845306
5552
SH
SOLE
0
0
5552
ALTRIA GROUP INC
COM
02209S103
BBG001S5T8T5
678073
15545
SH
SOLE
0
0
15545
AMAZON COM INC
COM
023135106
BBG001S5PQL7
8110172
44962
SH
SOLE
0
0
44962
APPLE INC
COM
037833100
BBG001S5N8V8
11660478
67999
SH
SOLE
0
0
67999
AT&T INC
COM
00206R102
BBG001S5VWH2
2233576
126908
SH
SOLE
0
0
126908
BANK AMERICA CORP
COM
060505104
BBG001S5P0Y0
1815445
47876
SH
SOLE
0
0
47876
BRISTOL-MYERS SQUIBB CO
COM
110122108
BBG001S8N8J6
2266549
41795
SH
SOLE
0
0
41795
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
BBG001S6VV46
276696
9072
SH
SOLE
0
0
9072
BROADCOM INC
COM
11135F101
BBG00KHY5SY8
487751
368
SH
SOLE
0
0
368
CATERPILLAR INC
COM
149123101
BBG001S5PJ06
3726439
10170
SH
SOLE
0
0
10170
CENTERPOINT ENERGY INC
COM
15189T107
BBG001SB10S0
428746
15049
SH
SOLE
0
0
15049
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
2449680
15530
SH
SOLE
0
0
15530
CISCO SYS INC
COM
17275R102
BBG001S6HC62
900426
18041
SH
SOLE
0
0
18041
CMS ENERGY CORP
COM
125896100
BBG001S5PYJ3
611787
10139
SH
SOLE
0
0
10139
COCA COLA CO
COM
191216100
BBG001S5SMQ8
617962
10101
SH
SOLE
0
0
10101
DEERE & CO
COM
244199105
BBG001S5QFF7
1241038
3021
SH
SOLE
0
0
3021
DISNEY WALT CO
COM
254687106
BBG001S5QHF3
650622
5317
SH
SOLE
0
0
5317
DOW INC
COM
260557103
BBG00BN96931
202528
3496
SH
SOLE
0
0
3496
EASTERN BANKSHARES INC
COM
27627N105
BBG00W9KWY41
385434
27971
SH
SOLE
0
0
27971
ELI LILLY & CO
COM
532457108
BBG001S5STL8
13104681
16845
SH
SOLE
0
0
16845
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
BBG001SDHNW4
2418105
153726
SH
SOLE
0
0
153726
ENTERPRISE PRODS PARTNERS L
COM
293792107
BBG001S9P0Z1
451155
15461
SH
SOLE
0
0
15461
EVERSOURCE ENERGY
COM
30040W108
BBG001S5TRL1
617424
10330
SH
SOLE
0
0
10330
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
3087808
26564
SH
SOLE
0
0
26564
FORD MTR CO DEL
COM
345370860
BBG001S5TZ33
388971
29290
SH
SOLE
0
0
29290
FRANKLIN RESOURCES INC
COM
354613101
BBG001S5P3W6
284080
10106
SH
SOLE
0
0
10106
GOLDMAN SACHS GROUP INC
COM
38141G104
BBG001SC07Z6
713470
1708
SH
SOLE
0
0
1708
GRAYSCALE BITCOIN TR BTC
SHS REP COM UT
389637109
BBG008748J97
1201557
19021
SH
SOLE
0
0
19021
HOME DEPOT INC
COM
437076102
BBG001S5RTW7
621391
1620
SH
SOLE
0
0
1620
INTEL CORP
COM
458140100
BBG001S5SF65
3277859
74210
SH
SOLE
0
0
74210
INTERNATIONAL BUSINESS MACHS
COM
459200101
BBG001S5S399
482979
2529
SH
SOLE
0
0
2529
INTUITIVE SURGICAL INC
COM NEW
46120E602
BBG001S7XR78
334038
837
SH
SOLE
0
0
837
ISHARES TR
CORE S&P500 ETF
464287200
BBG001SFB7R6
448448
853
SH
SOLE
0
0
853
ISHARES TR
ISHARES BIOTECH
464287556
BBG001SGYSW7
294749
2148
SH
SOLE
0
0
2148
ISHARES TR
PFD AND INCM SEC
464288687
BBG001SNVWC8
1239115
38446
SH
SOLE
0
0
38446
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
1392912
8805
SH
SOLE
0
0
8805
JPMORGAN CHASE & CO
COM
46625H100
BBG001S8CRC3
4256802
21252
SH
SOLE
0
0
21252
KIMBERLY-CLARK CORP
COM
494368103
BBG001S5SLZ0
661811
5116
SH
SOLE
0
0
5116
KRAFT HEINZ CO
COM
500754106
BBG005CPNTR1
1612078
43688
SH
SOLE
0
0
43688
LOCKHEED MARTIN CORP
COM
539830109
BBG001S7PS57
1050693
2310
SH
SOLE
0
0
2310
MCDONALDS CORP
COM
580135101
BBG001S5T110
2256539
8003
SH
SOLE
0
0
8003
MERCK & CO INC
COM
58933Y105
BBG001S5TC52
5943341
45042
SH
SOLE
0
0
45042
META PLATFORMS INC
CL A
30303M102
BBG001SQCQC5
6583476
13558
SH
SOLE
0
0
13558
MICRON TECHNOLOGY INC
COM
595112103
BBG001S6P675
325655
2762
SH
SOLE
0
0
2762
MICROSOFT CORP
COM
594918104
BBG001S5TD05
11723853
27866
SH
SOLE
0
0
27866
NETFLIX INC
COM
64110L106
BBG001SF6L46
293601
483
SH
SOLE
0
0
483
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
6757357
7479
SH
SOLE
0
0
7479
PEPSICO INC
COM
713448108
BBG001S695T1
2706112
15463
SH
SOLE
0
0
15463
PFIZER INC
COM
717081103
BBG001S5V466
1678475
60486
SH
SOLE
0
0
60486
PHILIP MORRIS INTL INC
COM
718172109
BBG001STP9N1
205504
2243
SH
SOLE
0
0
2243
PROCTER AND GAMBLE CO
COM
742718109
BBG001S5V4L9
4002649
24670
SH
SOLE
0
0
24670
RTX CORPORATION
COM
75513E101
BBG001S5X5Q9
615939
6315
SH
SOLE
0
0
6315
SALESFORCE INC
COM
79466L302
BBG001SDLP09
3672288
12193
SH
SOLE
0
0
12193
SCHWAB CHARLES CORP
COM
808513105
BBG001S5VXD4
1597522
22084
SH
SOLE
0
0
22084
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
BBG0025RWLM4
350418
4346
SH
SOLE
0
0
4346
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
BBG001T66WN0
366893
3957
SH
SOLE
0
0
3957
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
BBG001T5XQW5
290368
5897
SH
SOLE
0
0
5897
SOUTHERN CO
COM
842587107
BBG001S5W777
201446
2808
SH
SOLE
0
0
2808
SPDR GOLD TR
GOLD SHS
78463V107
BBG001SCPX28
971821
4724
SH
SOLE
0
0
4724
SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
779897
1491
SH
SOLE
0
0
1491
SUNCOKE ENERGY INC
COM
86722A103
BBG001T90D25
251298
22298
SH
SOLE
0
0
22298
SUNOCO LP/SUNOCO FIN CORP
COM UT REP LP
86765K109
BBG00358K8T9
1543490
25601
SH
SOLE
0
0
25601
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
BBG001S5WWW4
1551106
11401
SH
SOLE
0
0
11401
TESLA INC
COM
88160R101
BBG001SQKGD7
646291
3677
SH
SOLE
0
0
3677
TEXAS INSTRS INC
COM
882508104
BBG001S5WYZ7
742883
4264
SH
SOLE
0
0
4264
THERMO FISHER SCIENTIFIC INC
COM
883556102
BBG001S5WS08
1581738
2721
SH
SOLE
0
0
2721
UDR INC
COM
902653104
BBG001S6KCT3
301674
8064
SH
SOLE
0
0
8064
UNITED STS OIL FD LP
UNITS
91232N207
BBG001SQNKR0
387667
4924
SH
SOLE
0
0
4924
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
BBG001SQX4T3
380377
2083
SH
SOLE
0
0
2083
VERIZON COMMUNICATIONS INC
COM
92343V104
BBG001S67QY1
2324858
55407
SH
SOLE
0
0
55407
VISA INC
COM CL A
92826C839
BBG001SRCFY3
659584
2363
SH
SOLE
0
0
2363
WALMART INC
COM
931142103
BBG001S5XH92
2967413
49317
SH
SOLE
0
0
49317
WELLS FARGO CO NEW
COM
949746101
BBG001S5XF23
207555
3581
SH
SOLE
0
0
3581
XCEL ENERGY INC
COM
98389B100
BBG001S7F0X8
685313
12750
SH
SOLE
0
0
12750