0001221073-24-000020.txt : 20240213
0001221073-24-000020.hdr.sgml : 20240213
20240213151822
ACCESSION NUMBER: 0001221073-24-000020
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240213
DATE AS OF CHANGE: 20240213
EFFECTIVENESS DATE: 20240213
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: 24625138
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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12-31-2023
12-31-2023
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
02-09-2024
0
79
134253186
INFORMATION TABLE
2
infotable.xml
ADVANCED MICRO DEVICES INC
COM
007903107
BBG001S5NN36
1954043
13256
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13256
AIR PRODS & CHEMS INC
COM
009158106
BBG001S5NSB6
1225388
4475
SH
SOLE
0
0
4475
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
4884855
34969
SH
SOLE
0
0
34969
ALPHABET INC
CAP STK CL C
02079K107
BBG009S3NB21
760138
5394
SH
SOLE
0
0
5394
ALTRIA GROUP INC
COM
02209S103
BBG001S5T8T5
629788
15612
SH
SOLE
0
0
15612
AMAZON COM INC
COM
023135106
BBG001S5PQL7
6426544
42297
SH
SOLE
0
0
42297
AMERICAN ELEC PWR CO INC
COM
025537101
BBG001S5NFD2
224330
2762
SH
SOLE
0
0
2762
APPLE INC
COM
037833100
BBG001S5N8V8
12832112
66650
SH
SOLE
0
0
66650
AT&T INC
COM
00206R102
BBG001S5VWH2
2157713
128588
SH
SOLE
0
0
128588
BANK AMERICA CORP
COM
060505104
BBG001S5P0Y0
2134883
63406
SH
SOLE
0
0
63406
BOEING CO
COM
097023105
BBG001S5P0V3
352673
1353
SH
SOLE
0
0
1353
BRISTOL-MYERS SQUIBB CO
COM
110122108
BBG001S8N8J6
2434936
47455
SH
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0
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47455
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
BBG001S6VV46
265719
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0
9072
BROADCOM INC
COM
11135F101
BBG00KHY5SY8
410780
368
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0
368
BROOKFIELD INFRAST PARTNERS
LP INT UNIT
G16252101
BBG001S5P686
202386
6427
SH
SOLE
0
0
6427
CATERPILLAR INC
COM
149123101
BBG001S5PJ06
2890228
9775
SH
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0
0
9775
CENTERPOINT ENERGY INC
COM
15189T107
BBG001SB10S0
429950
15049
SH
SOLE
0
0
15049
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
2336430
15664
SH
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0
0
15664
CISCO SYS INC
COM
17275R102
BBG001S6HC62
917746
18166
SH
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0
0
18166
CMS ENERGY CORP
COM
125896100
BBG001S5PYJ3
588772
10139
SH
SOLE
0
0
10139
COCA COLA CO
COM
191216100
BBG001S5SMQ8
595235
10101
SH
SOLE
0
0
10101
DEERE & CO
COM
244199105
BBG001S5QFF7
1638943
4099
SH
SOLE
0
0
4099
DISNEY WALT CO
COM
254687106
BBG001S5QHF3
574615
6364
SH
SOLE
0
0
6364
DOW INC
COM
260557103
BBG00BN96931
214635
3914
SH
SOLE
0
0
3914
EASTERN BANKSHARES INC
COM
27627N105
BBG00W9KWY41
450950
31757
SH
SOLE
0
0
31757
ELI LILLY & CO
COM
532457108
BBG001S5STL8
10284948
17644
SH
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0
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17644
ENERGY TRANSFER L P
COM UT LTD PTN
29273V100
BBG001SDHNW4
1579948
114489
SH
SOLE
0
0
114489
ENTERPRISE PRODS PARTNERS L
COM
293792107
BBG001S9P0Z1
574322
21796
SH
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0
0
21796
EVERSOURCE ENERGY
COM
30040W108
BBG001S5TRL1
637568
10330
SH
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0
0
10330
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
2671284
26718
SH
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0
0
26718
FORD MTR CO DEL
COM
345370860
BBG001S5TZ33
359251
29471
SH
SOLE
0
0
29471
FRANKLIN RESOURCES INC
COM
354613101
BBG001S5P3W6
301058
10106
SH
SOLE
0
0
10106
GOLDMAN SACHS GROUP INC
COM
38141G104
BBG001SC07Z6
797982
2069
SH
SOLE
0
0
2069
HOME DEPOT INC
COM
437076102
BBG001S5RTW7
549985
1587
SH
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0
0
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INTEL CORP
COM
458140100
BBG001S5SF65
3530891
70266
SH
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0
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70266
INTERNATIONAL BUSINESS MACHS
COM
459200101
BBG001S5S399
412870
2524
SH
SOLE
0
0
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INTUITIVE SURGICAL INC
COM NEW
46120E602
BBG001S7XR78
282370
837
SH
SOLE
0
0
837
ISHARES TR
1 3 YR TREAS BD
464287457
BBG001SKXPR1
259575
3164
SH
SOLE
0
0
3164
ISHARES TR
CORE S&P500 ETF
464287200
BBG001SFB7R6
407418
853
SH
SOLE
0
0
853
ISHARES TR
IBOXX INV CP ETF
464287242
BBG001S60QR6
230726
2085
SH
SOLE
0
0
2085
ISHARES TR
PFD AND INCM SEC
464288687
BBG001SNVWC8
1452144
46558
SH
SOLE
0
0
46558
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
1752284
11180
SH
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0
0
11180
JPMORGAN CHASE & CO
COM
46625H100
BBG001S8CRC3
3277870
19270
SH
SOLE
0
0
19270
KIMBERLY-CLARK CORP
COM
494368103
BBG001S5SLZ0
752271
6191
SH
SOLE
0
0
6191
KRAFT HEINZ CO
COM
500754106
BBG005CPNTR1
1526820
41288
SH
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0
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41288
LOCKHEED MARTIN CORP
COM
539830109
BBG001S7PS57
719940
1588
SH
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0
0
1588
MCDONALDS CORP
COM
580135101
BBG001S5T110
2160944
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SH
SOLE
0
0
7288
MERCK & CO INC
COM
58933Y105
BBG001S5TC52
4824139
44250
SH
SOLE
0
0
44250
META PLATFORMS INC
CL A
30303M102
BBG001SQCQC5
4644309
13121
SH
SOLE
0
0
13121
MICRON TECHNOLOGY INC
COM
595112103
BBG001S6P675
286675
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SH
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0
0
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MICROSOFT CORP
COM
594918104
BBG001S5TD05
10330966
27473
SH
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0
0
27473
NETFLIX INC
COM
64110L106
BBG001SF6L46
249146
512
SH
SOLE
0
0
512
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
3421077
6908
SH
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0
0
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PEPSICO INC
COM
713448108
BBG001S695T1
2517458
14823
SH
SOLE
0
0
14823
PFIZER INC
COM
717081103
BBG001S5V466
2158704
74981
SH
SOLE
0
0
74981
PHILIP MORRIS INTL INC
COM
718172109
BBG001STP9N1
211021
2243
SH
SOLE
0
0
2243
PROCTER AND GAMBLE CO
COM
742718109
BBG001S5V4L9
3456413
23587
SH
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0
0
23587
RTX CORPORATION
COM
75513E101
BBG001S5X5Q9
575665
6842
SH
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0
0
6842
SALESFORCE INC
COM
79466L302
BBG001SDLP09
3002954
11412
SH
SOLE
0
0
11412
SCHWAB CHARLES CORP
COM
808513105
BBG001S5VXD4
980777
14255
SH
SOLE
0
0
14255
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
BBG0025RWLM4
360171
4731
SH
SOLE
0
0
4731
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
BBG001T66WN0
360129
4341
SH
SOLE
0
0
4341
SPDR GOLD TR
GOLD SHS
78463V107
BBG001SCPX28
1007657
5271
SH
SOLE
0
0
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SPDR S&P 500 ETF TR
TR UNIT
78462F103
BBG001S72SM3
703685
1480
SH
SOLE
0
0
1480
SUNCOKE ENERGY INC
COM
86722A103
BBG001T90D25
239481
22298
SH
SOLE
0
0
22298
SUNOCO LP/SUNOCO FIN CORP
COM UT REP LP
86765K109
BBG00358K8T9
1334983
22276
SH
SOLE
0
0
22276
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
BBG001S5WWW4
980408
9427
SH
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0
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9427
TESLA INC
COM
88160R101
BBG001SQKGD7
907572
3653
SH
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0
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TEXAS INSTRS INC
COM
882508104
BBG001S5WYZ7
413366
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SH
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0
0
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THERMO FISHER SCIENTIFIC INC
COM
883556102
BBG001S5WS08
1575042
2967
SH
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0
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UDR INC
COM
902653104
BBG001S6KCT3
308771
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SH
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0
0
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UNITED STS OIL FD LP
UNITS
91232N207
BBG001SQNKR0
378639
5681
SH
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0
0
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VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
BBG001SQX4T3
354943
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VERIZON COMMUNICATIONS INC
COM
92343V104
BBG001S67QY1
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SH
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VISA INC
COM CL A
92826C839
BBG001SRCFY3
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3353
SH
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0
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3353
WALGREENS BOOTS ALLIANCE INC
COM
931427108
BBG001S5XBY7
221622
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SH
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0
0
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WALMART INC
COM
931142103
BBG001S5XH92
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SH
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0
0
15467
WELLS FARGO CO NEW
COM
949746101
BBG001S5XF23
226904
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SH
SOLE
0
0
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XCEL ENERGY INC
COM
98389B100
BBG001S7F0X8
789353
12750
SH
SOLE
0
0
12750