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Portfolio (Quarterly) Guide ↗

SHRIER WEALTH MANAGEMENT, LLC

· CIK 0002075389
13F Portfolio $296M AUM 134 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 65 Added 21 Reduced 5 Exited
Page 2 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PM PHILIP MORRIS INTL INC Consumer Defensive 18,107.0 $3.3M 1.10% +124.0 +0.7% $180.91 +3.4%
22 JNJ JOHNSON & JOHNSON Healthcare 12,796.0 $3.2M 1.10% +508.0 +4.1% $253.97 +6.8%
23 EPD ENTERPRISE PRODS PARTNERS L 82,750.0 $3.0M 1.03% +788.0 +1.0% $36.76
24 MRK MERCK & CO INC Healthcare 22,112.0 $2.8M 0.96% +177.0 +0.8% $128.50 +16.7%
25 RSP INVESCO EXCHANGE TRADED FD T 13,103.0 $2.8M 0.94% +73.0 +0.6% $212.78 +2.3%
26 HDV ISHARES TR 96,107.0 $2.6M 0.89% +79K +472.6% $27.41 +8.0%
27 VTR VENTAS INC Real Estate 27,876.0 $2.5M 0.83% +227.0 +0.8% $88.80 +3.6%
28 OKE ONEOK INC NEW Energy 25,251.0 $2.2M 0.74% +301.0 +1.2% $86.94 +10.1%
29 SHY ISHARES TR 25,876.0 $2.1M 0.72% +2K +10.3% $82.11 -0.6%
30 VZ VERIZON COMMUNICATIONS INC Communication Services 45,084.0 $1.9M 0.64% +306.0 +0.7% $42.34 +18.8%
31 RIO RIO TINTO PLC Basic Materials 20,026.0 $1.9M 0.64% +401.0 +2.0% $94.93 +7.3%
32 ABT ABBOTT LABORATORIES Healthcare 20,870.0 $1.9M 0.64% +347.0 +1.7% $90.74 +20.1%
33 FCX FREEPORT MCMORAN INC Basic Materials 29,347.0 $1.8M 0.62% +298.0 +1.0% $62.89 +15.2%
34 PEP PEPSICO INC Consumer Defensive 13,330.0 $1.8M 0.61% +447.0 +3.5% $135.40 +3.2%
35 GILD GILEAD SCIENCES INC Healthcare 14,201.0 $1.8M 0.60% +135.0 +1.0% $126.34 +18.7%
36 MUB ISHARES TR 16,182.0 $1.7M 0.59% +364.0 +2.3% $107.62 -3.1%
37 BERKSHIRE HATHAWAY INC DEL 3,403.0 $1.7M 0.57% +87.0 +2.6% $500.39
38 UPS UNITED PARCEL SVCS INC Industrials 14,908.0 $1.6M 0.54% +151.0 +1.0% $107.50 -4.5%
39 INTC INTEL CORP Technology 11,307.0 $1.6M 0.53% +77.0 +0.7% $139.63 -36.3%
40 IEMG ISHARES INC 13,114.0 $1.1M 0.37% +696.0 +5.6% $82.84 -1.7%
Page 2 of 4  ·  65 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.7%
Energy 16.5%
Consumer Defensive 13.6%
Healthcare 11.9%
Basic Materials 7.9%
Technology 7.9%
Industrials 7.9%
Consumer Cyclical 4.6%
Real Estate 4.5%
Communication Services 3.8%