0001221073-23-000025.txt : 20230213
0001221073-23-000025.hdr.sgml : 20230213
20230213164159
ACCESSION NUMBER: 0001221073-23-000025
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230213
DATE AS OF CHANGE: 20230213
EFFECTIVENESS DATE: 20230213
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Finer Wealth Management, Inc.
CENTRAL INDEX KEY: 0001929071
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: 23619231
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
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0001929071
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12-31-2022
12-31-2022
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
02-10-2023
0
77
106857650
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
BBG001S5T7X2
241879
2017
SH
SOLE
0
0
2017
ADVANCED MICRO DEVICES INC
COM
007903107
BBG001S5NN36
307323
4745
SH
SOLE
0
0
4745
AIR PRODS & CHEMS INC
COM
009158106
BBG001S5NSB6
1938545
6289
SH
SOLE
0
0
6289
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
2854679
32355
SH
SOLE
0
0
32355
ALPHABET INC
CAP STK CL C
02079K107
BBG009S3NB21
488346
5504
SH
SOLE
0
0
5504
ALTRIA GROUP INC
COM
02209S103
BBG001S5T8T5
807604
17668
SH
SOLE
0
0
17668
AMAZON COM INC
COM
023135106
BBG001S5PQL7
3002714
35747
SH
SOLE
0
0
35747
AMERICAN ELEC PWR CO INC
COM
025537101
BBG001S5NFD2
430598
4535
SH
SOLE
0
0
4535
APPLE INC
COM
037833100
BBG001S5N8V8
8242453
63438
SH
SOLE
0
0
63438
AT&T INC
COM
00206R102
BBG001S5VWH2
2481852
134810
SH
SOLE
0
0
134810
BANK AMERICA CORP
COM
060505104
BBG001S5P0Y0
1287286
38867
SH
SOLE
0
0
38867
BOEING CO
COM
097023105
BBG001S5P0V3
563469
2958
SH
SOLE
0
0
2958
BRISTOL-MYERS SQUIBB CO
COM
110122108
BBG001S8N8J6
3482157
48397
SH
SOLE
0
0
48397
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
BBG001S6VV46
361539
9043
SH
SOLE
0
0
9043
BROADCOM INC
COM
11135F101
BBG00KHY5SY8
239308
428
SH
SOLE
0
0
428
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
G16252101
BBG001S5P686
349226
11269
SH
SOLE
0
0
11269
CATERPILLAR INC
COM
149123101
BBG001S5PJ06
2177253
9089
SH
SOLE
0
0
9089
CENTERPOINT ENERGY INC
COM
15189T107
BBG001SB10S0
449850
15000
SH
SOLE
0
0
15000
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
2907837
16201
SH
SOLE
0
0
16201
CISCO SYS INC
COM
17275R102
BBG001S6HC62
853042
17906
SH
SOLE
0
0
17906
CMS ENERGY CORP
COM
125896100
BBG001S5PYJ3
642103
10139
SH
SOLE
0
0
10139
COCA COLA CO
COM
191216100
BBG001S5SMQ8
642454
10100
SH
SOLE
0
0
10100
CVS HEALTH CORP
COM
126650100
BBG001S5QBD8
323645
3473
SH
SOLE
0
0
3473
DEERE & CO
COM
244199105
BBG001S5QFF7
2205571
5144
SH
SOLE
0
0
5144
DISNEY WALT CO
COM
254687106
BBG001S5QHF3
750383
8637
SH
SOLE
0
0
8637
DOW INC
COM
260557103
BBG00BN96931
243930
4841
SH
SOLE
0
0
4841
EASTERN BANKSHARES INC
COM
27627N105
BBG00W9KWY41
534292
30973
SH
SOLE
0
0
30973
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
BBG001SDHNW4
448532
37787
SH
SOLE
0
0
37787
ENTERPRISE PRODS PARTNERS L
COM
293792107
BBG001S9P0Z1
606383
25140
SH
SOLE
0
0
25140
EVERSOURCE ENERGY
COM
30040W108
BBG001S5TRL1
828088
9877
SH
SOLE
0
0
9877
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
2986581
27077
SH
SOLE
0
0
27077
FORD MTR CO DEL
COM
345370860
BBG001S5TZ33
491274
42242
SH
SOLE
0
0
42242
GOLDMAN SACHS GROUP INC
COM
38141G104
BBG001SC07Z6
782075
2278
SH
SOLE
0
0
2278
HOME DEPOT INC
COM
437076102
BBG001S5RTW7
623782
1975
SH
SOLE
0
0
1975
INTEL CORP
COM
458140100
BBG001S5SF65
1775412
67174
SH
SOLE
0
0
67174
INTUITIVE SURGICAL INC
COM NEW
46120E602
BBG001S7XR78
243857
919
SH
SOLE
0
0
919
INVESCO DB MULTI-SECTOR COMM
OIL FD
46140H403
BBG001SSDLM0
297629
19568
SH
SOLE
0
0
19568
ISHARES TR
1 3 YR TREAS BD
464287457
BBG001SKXPR1
752121
9266
SH
SOLE
0
0
9266
ISHARES TR
CORE S&P500 ETF
464287200
BBG001SFB7R6
326963
851
SH
SOLE
0
0
851
ISHARES TR
IBOXX INV CP ETF
464287242
BBG001S60QR6
491093
4658
SH
SOLE
0
0
4658
ISHARES TR
PFD AND INCM SEC
464288687
BBG001SNVWC8
1932080
63285
SH
SOLE
0
0
63285
ISHARES TR
RUSSELL 2000 ETF
464287655
BBG001SFC7Y7
330587
1896
SH
SOLE
0
0
1896
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
2643938
14967
SH
SOLE
0
0
14967
JPMORGAN CHASE & CO
COM
46625H100
BBG001S8CRC3
1838196
13708
SH
SOLE
0
0
13708
KIMBERLY-CLARK CORP
COM
494368103
BBG001S5SLZ0
1009106
7434
SH
SOLE
0
0
7434
KRAFT HEINZ CO
COM
500754106
BBG005CPNTR1
1459182
35843
SH
SOLE
0
0
35843
LILLY ELI & CO
COM
532457108
BBG001S5STL8
6805945
18604
SH
SOLE
0
0
18604
MCDONALDS CORP
COM
580135101
BBG001S5T110
1583185
6008
SH
SOLE
0
0
6008
MERCK & CO INC
COM
58933Y105
BBG001S5TC52
4758263
42887
SH
SOLE
0
0
42887
META PLATFORMS INC
CL A
30303M102
BBG001SQCQC5
1450578
12054
SH
SOLE
0
0
12054
MICRON TECHNOLOGY INC
COM
595112103
BBG001S6P675
258348
5169
SH
SOLE
0
0
5169
MICROSOFT CORP
COM
594918104
BBG001S5TD05
6006069
25044
SH
SOLE
0
0
25044
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
931942
6377
SH
SOLE
0
0
6377
PAYPAL HLDGS INC
COM
70450Y103
BBG0077VNXW5
373098
5239
SH
SOLE
0
0
5239
PEPSICO INC
COM
713448108
BBG001S695T1
2478256
13718
SH
SOLE
0
0
13718
PFIZER INC
COM
717081103
BBG001S5V466
3786942
73906
SH
SOLE
0
0
73906
PROCTER AND GAMBLE CO
COM
742718109
BBG001S5V4L9
3372274
22250
SH
SOLE
0
0
22250
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
BBG001S5X5Q9
756052
7492
SH
SOLE
0
0
7492
SALESFORCE INC
COM
79466L302
BBG001SDLP09
1387820
10467
SH
SOLE
0
0
10467
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
BBG0025RWLM4
379815
5028
SH
SOLE
0
0
5028
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
BBG001T66WN0
251298
4523
SH
SOLE
0
0
4523
SPDR GOLD TR
GOLD SHS
78463V107
BBG001SCPX28
1358986
8011
SH
SOLE
0
0
8011
SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
537498
1405
SH
SOLE
0
0
1405
SPDR SER TR
S&P HOMEBUILD
78464A888
BBG001SQDKH2
301600
5000
SH
SOLE
0
0
5000
SUNCOKE ENERGY INC
COM
86722A103
BBG001T90D25
192432
22298
SH
SOLE
0
0
22298
SUNOCO LP/SUNOCO FIN CORP
COM UT REP LP
86765K109
BBG00358K8T9
652290
15134
SH
SOLE
0
0
15134
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
BBG001S5WWW4
473831
6361
SH
SOLE
0
0
6361
TESLA INC
COM
88160R101
BBG001SQKGD7
434394
3527
SH
SOLE
0
0
3527
THERMO FISHER SCIENTIFIC INC
COM
883556102
BBG001S5WS08
1943919
3530
SH
SOLE
0
0
3530
UDR INC
COM
902653104
BBG001S6KCT3
312319
8064
SH
SOLE
0
0
8064
UNITED STS OIL FD LP
UNITS
91232N207
BBG001SQNKR0
554640
7911
SH
SOLE
0
0
7911
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
BBG001SQX4T3
316304
2083
SH
SOLE
0
0
2083
VERIZON COMMUNICATIONS INC
COM
92343V104
BBG001S67QY1
2173821
55173
SH
SOLE
0
0
55173
VISA INC
COM CL A
92826C839
BBG001SRCFY3
1309669
6304
SH
SOLE
0
0
6304
WALMART INC
COM
931142103
BBG001S5XH92
2042847
14408
SH
SOLE
0
0
14408
WARNER BROS DISCOVERY INC
COM SER A
934423104
BBG011386VG3
103095
10875
SH
SOLE
0
0
10875
XCEL ENERGY INC
COM
98389B100
BBG001S7F0X8
893903
12750
SH
SOLE
0
0
12750