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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 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BA BOEING CO Industrials 10,959.0 $2.4M 0.80% -117.0 -1.1% $216.47 -5.0%
2 BANK OF AMER CORP 1,713.0 $2.1M 0.72% -20.0 -1.1% $1254.48
3 ACWX ISHARES TR 23,652.0 $1.8M 0.61% -479.0 -2.0% $76.11 +1.0%
4 QQQ INVESCO QQQ TR Financial Services 1,569.0 $1.2M 0.39% -184.0 -10.5% $736.40 -3.9%
5 VOD VODAFONE GROUP PLC Communication Services 73,652.0 $974K 0.33% -2K -2.9% $13.23 +21.4%
6 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,219.0 $910K 0.31% -71.0 -5.5% $746.76 +2.0%
7 AMGN AMGEN INC Healthcare 2,495.0 $904K 0.30% -40.0 -1.6% $362.16 +21.0%
8 DEO DIAGEO PLC Consumer Defensive 9,339.0 $751K 0.25% -205.0 -2.1% $80.38 +12.0%
9 DVY ISHARES TR 4,323.0 $676K 0.23% -195.0 -4.3% $156.30 +4.2%
10 PBR PETROLEO BRASILEIRO S A Energy 38,685.0 $625K 0.21% -2K -3.9% $16.16 +25.8%
11 DIA STATE STR SPDR DOW JONES IND Financial Services 1,110.0 $580K 0.20% -58.0 -5.0% $522.31 +1.0%
12 ABRDN ASIA PACIFIC INCOME FU 38,794.0 $571K 0.19% -899.0 -2.3% $14.71
13 TSLA TESLA INC Consumer Cyclical 1,264.0 $532K 0.18% -70.0 -5.2% $420.60 -15.3%
14 ET ENERGY TRANSFER L P Energy 27,139.0 $519K 0.17% -1K -4.3% $19.12 +12.0%
15 FAST FASTENAL CO Industrials 9,414.0 $452K 0.15% -91.0 -1.0% $48.03 +1.5%
16 GOOGL ALPHABET INC Communication Services 1,133.0 $405K 0.14% -24.0 -2.1% $357.30 -6.2%
17 NUE NUCOR CORP Basic Materials 1,654.0 $368K 0.12% -46.0 -2.7% $222.73 +13.1%
18 VALE VALE S A Basic Materials 22,012.0 $331K 0.11% -2K -7.0% $15.04 +0.5%
19 BCS BARCLAYS PLC Financial Services 9,852.0 $265K 0.09% -167.0 -1.7% $26.86 -2.6%
20 VTRS VIATRIS INC Healthcare 14,886.0 $236K 0.08% -88.0 -0.6% $15.88 +4.7%
Page 1 of 2  ·  21 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%