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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 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PFE PFIZER INC Healthcare 44,811.0 $1.1M 0.36% +791.0 +1.8% $24.08 +18.6%
42 WELLS FARGO & CO 932.0 $1.1M 0.36% +7.0 +0.8% $1156.70
43 HD HOME DEPOT INC Consumer Cyclical 3,006.0 $1.1M 0.36% +35.0 +1.2% $352.71 -9.3%
44 CAT CATERPILLAR INC Industrials 982.0 $1.0M 0.35% +338.0 +52.5% $1065.44 -26.9%
45 DIS DISNEY WALT CO Communication Services 10,576.0 $1.0M 0.34% +95.0 +0.9% $96.25 +10.4%
46 DBND DOUBLELINE ETF TRUST 20,156.0 $919K 0.31% +2K +11.5% $45.59 -2.2%
47 MMM 3M CO Industrials 5,604.0 $907K 0.31% +94.0 +1.7% $161.90 +5.1%
48 ISTB ISHARES TR 18,318.0 $884K 0.30% +274.0 +1.5% $48.25 -1.1%
49 VO VANGUARD INDEX FDS 8,859.0 $714K 0.24% +7K +286.0% $80.57 +0.9%
50 SHEL SHELL PLC Energy 8,857.0 $687K 0.23% +137.0 +1.6% $77.54 +20.6%
51 CLX CLOROX CO DEL Consumer Defensive 6,339.0 $605K 0.20% +2K +42.7% $95.43 -0.5%
52 MDT MEDTRONIC PLC Healthcare 7,014.0 $549K 0.18% +385.0 +5.8% $78.23 +17.7%
53 EMR EMERSON ELEC CO Industrials 3,689.0 $528K 0.18% +315.0 +9.3% $143.13 +3.2%
54 SPH SUBURBAN PROPANE PARTNERS L Utilities 30,862.0 $528K 0.18% +295.0 +1.0% $17.10 +2.8%
55 SO SOUTHERN CO Utilities 5,138.0 $492K 0.17% +190.0 +3.8% $95.72 -8.0%
56 SUB ISHARES TR 3,700.0 $394K 0.13% +525.0 +16.5% $106.47 -0.5%
57 SCCO SOUTHERN COPPER CORP Basic Materials 2,217.0 $386K 0.13% +122.0 +5.8% $174.25 +15.7%
58 V VISA INC Financial Services 1,126.0 $386K 0.13% +32.0 +2.9% $343.03 +8.6%
59 RSG REPUBLIC SVCS INC Industrials 1,621.0 $345K 0.12% +34.0 +2.1% $213.06 +4.8%
60 CCOI COGENT COMM HOLDINGS INC Communication Services 23,453.0 $326K 0.11% +6K +33.1% $13.88 -35.1%
Page 3 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%