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Gary M. Coon

Finer Wealth Management, Inc.

Assets Managed
$199.407M
Holdings
86
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
-3.52%(2Q avg: -0.26%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Finer Wealth Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 86 positions.

Assets under management

The assets under management (AUM) of Finer Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 199.407M in assets, with a quarterly growth rate of -3.52% and a 2-quarter average growth rate of -0.26%. The portfolio is managed by Gary M. Coon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -0.88%
8.7%
$17.345M
68,343 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.28%
7.24%
$14.435M
82,770 shares@ $174.4 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -3.23%
6.08%
$12.115M
13,172 shares@ $919.79 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.81%
5.97%
$11.904M
32,159 shares@ $370.17 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.89%
5.16%
$10.289M
35,779 shares@ $287.56 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.18%
4.63%
$9.231M
44,322 shares@ $208.27 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 0.04%
3.98%
$7.921M
13,845 shares@ $572.15 avg price
CAT
Caterpillar Inc
Recent Activity
Decreased -0.79%
3.54%
$7.055M
9,959 shares@ $708.46 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.94%
3.13%
$6.228M
21,172 shares@ $294.17 avg price
WMT
Walmart Inc
Recent Activity
Decreased -1.06%
3.07%
$6.109M
49,156 shares@ $124.29 avg price

1-10 of 86