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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 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SLB SLB LIMITED Energy 41,704.0 $1.9M 0.65% $46.49 +23.0%
42 VZ VERIZON COMMUNICATIONS INC Communication Services 45,084.0 $1.9M 0.64% +306.0 +0.7% $42.34 +19.1%
43 RIO RIO TINTO PLC Basic Materials 20,026.0 $1.9M 0.64% +401.0 +2.0% $94.93 +8.7%
44 ABT ABBOTT LABORATORIES Healthcare 20,870.0 $1.9M 0.64% +347.0 +1.7% $90.74 +22.1%
45 FCX FREEPORT MCMORAN INC Basic Materials 29,347.0 $1.8M 0.62% +298.0 +1.0% $62.89 +19.3%
46 PEP PEPSICO INC Consumer Defensive 13,330.0 $1.8M 0.61% +447.0 +3.5% $135.40 +3.3%
47 ACWX ISHARES TR 23,652.0 $1.8M 0.61% -479.0 -2.0% $76.11 +1.3%
48 GILD GILEAD SCIENCES INC Healthcare 14,201.0 $1.8M 0.60% +135.0 +1.0% $126.34 +20.3%
49 WY WEYERHAEUSER CO Real Estate 74,855.0 $1.8M 0.60% $23.94 -2.8%
50 MUB ISHARES TR 16,182.0 $1.7M 0.59% +364.0 +2.3% $107.62 -3.1%
51 O REALTY INCOME CORP Real Estate 27,903.0 $1.7M 0.58% $61.96 -1.4%
52 BERKSHIRE HATHAWAY INC DEL 3,403.0 $1.7M 0.57% +87.0 +2.6% $500.39
53 UPS UNITED PARCEL SVCS INC Industrials 14,908.0 $1.6M 0.54% +151.0 +1.0% $107.50 -4.2%
54 INTC INTEL CORP Technology 11,307.0 $1.6M 0.53% +77.0 +0.7% $139.63 -36.5%
55 MO ALTRIA GROUP INC Consumer Defensive 19,826.0 $1.4M 0.48% $71.95 -4.5%
56 DGS WISDOMTREE TR 20,538.0 $1.3M 0.45% $64.71 -0.9%
57 NEM NEWMONT CORP Basic Materials 13,392.0 $1.3M 0.42% $93.40 +35.5%
58 QQQ INVESCO QQQ TR Financial Services 1,569.0 $1.2M 0.39% -184.0 -10.5% $736.40 -4.0%
59 IEMG ISHARES INC 13,114.0 $1.1M 0.37% +696.0 +5.6% $82.84 -1.4%
60 PFE PFIZER INC Healthcare 44,811.0 $1.1M 0.36% +791.0 +1.8% $24.08 +20.1%
Page 3 of 7  ·  134 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%