Shrier Wealth Management, LLC Purchases in Q4 2025

Shrier Wealth Management, LLC

  • $254 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
HDV
Ishares Core High Dividend ETF

ETFs
10.6K
New
$118.22 - $122.79 $1.26M - $1.3M
10.6K $1.29B
RIO
Rio Tinto PLC

Basic Materials
16K
New
$65.44 - $72.58 $1.05M - $1.16M
16K $1.28B
DGS
Wisdomtree Emerging Markets Sm

ETFs
20.9K
New
$55.31 - $57.46 $1.16M - $1.2M
20.9K $1.2B
MO
Altria Group, Inc.

Consumer Defensive
19.9K
New
$56.38 - $66.65 $1.12M - $1.32M
19.9K $1.15B
PFE
Pfizer Inc

Healthcare
45.1K
New
$24.23 - $27.37 $1.09M - $1.23M
45.1K $1.12B
UPS
United Parcel Service Inc

Industrials
11.1K
New
$82.87 - $97.4 $918K - $1.08M
11.1K $1.1B
DIS
Walt Disney CO

Communication Services
9.59K
New
$105.69 - $116.65 $1.01M - $1.12M
9.59K $1.09B
Wells Fargo CO New
896
New
N/A
896 $1.09B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.75K
New
$589.5 - $635.77 $1.03M - $1.11M
1.75K $1.08B
MSFT
Microsoft Corp

Technology
2.14K
New
$496.82 - $542.07 $1.06M - $1.16M
2.14K $1.03B
HD
Home Depot, Inc.

Consumer Cyclical
2.73K
New
$358.03 - $397.02 $978K - $1.08M
2.73K $940M
MMM
3 M CO

Industrials
5.77K
New
$148.75 - $171.6 $858K - $990K
5.77K $924M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.29K
New
$653.02 - $687.39 $842K - $887K
1.29K $879M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
17.6K
New
$48.64 - $48.99 $857K - $863K
17.6K $859M
IEMG
Ishares Inc

ETFs
12.3K
New
N/A
12.3K $829M
AMGN
Amgen Inc

Healthcare
2.53K
New
$290.13 - $341.71 $734K - $864K
2.53K $828M
AEM
Agnico Eagle Mines LTD

Basic Materials
4.86K
New
$155.17 - $185.52 $754K - $901K
4.86K $824M
DEO
Diageo PLC

Consumer Defensive
9.52K
New
$87.26 - $98.67 $831K - $939K
9.52K $821M
NVDA
Nvidia Corp

Technology
4.14K
New
$179.83 - $207.04 $744K - $857K
4.14K $772M
OEF
Ishares S&P 100 ETF

ETFs
2.16K
New
N/A
2.16K $740M
AMZN
Amazon Com Inc

Consumer Cyclical
3.15K
New
$213.04 - $254.0 $671K - $800K
3.15K $727M
SHEL
Shell PLC

Energy
9.63K
New
$71.37 - $77.01 $687K - $741K
9.63K $707M
ET
Energy Transfer LP

Energy
42.8K
New
$16.29 - $17.01 $697K - $728K
42.8K $705M
ABBV
Abb Vie Inc.

Healthcare
3.01K
New
$211.96 - $244.38 $638K - $736K
3.01K $688M
VO
Vanguard Mid Cap ETF

ETFs
2.3K
New
$286.27 - $296.23 $657K - $680K
2.3K $666M
Abrdn Asia Pacific Income Fu
42.8K
New
N/A
42.8K $657M
DVY
Ishares Tr

ETFs
4.62K
New
$138.1 - $143.11 $638K - $661K
4.62K $652M
DBND
Doubleline ETF Tr Opportunisti

ETFs
12.4K
New
$46.27 - $46.9 $576K - $583K
12.4K $577M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
48.1K
New
$11.56 - $13.47 $556K - $648K
48.1K $570M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.18K
New
$454.87 - $482.76 $536K - $569K
1.18K $567M
TSLA
Tesla, Inc.

Consumer Cyclical
1.26K
New
$401.99 - $468.37 $504K - $588K
1.26K $564M
AVGO
Broadcom Inc.

Technology
1.61K
New
$324.63 - $385.98 $523K - $622K
1.61K $558M
WELL
Welltower Inc.

Real Estate
2.89K
New
$165.94 - $193.82 $480K - $560K
2.89K $537M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
8.19K
New
$61.09 - $64.21 $500K - $526K
8.19K $527M
KMI
Kinder Morgan, Inc.

Energy
19.1K
New
$25.84 - $28.46 $493K - $544K
19.1K $525M
SPH
Suburban Propane Partners LP

Utilities
25.5K
New
$17.99 - $19.44 $459K - $496K
25.5K $473M
GOOGL
Alphabet Inc.

Communication Services
1.45K
New
$236.57 - $291.31 $343K - $423K
1.45K $455M
MDT
Medtronic PLC

Healthcare
4.59K
New
$90.06 - $98.43 $413K - $452K
4.59K $441M
IP
International Paper CO

Consumer Cyclical
11.1K
New
$36.32 - $49.1 $403K - $545K
11.1K $437M
META
Meta Platforms, Inc.

Communication Services
644
New
$609.01 - $751.67 $392K - $484K
644 $425M
SO
Southern CO

Utilities
4.85K
New
$90.58 - $99.72 $439K - $484K
4.85K $423M
INTC
Intel Corp

Technology
11.3K
New
$34.71 - $41.53 $393K - $470K
11.3K $418M
HBM
Hudbay Minerals Inc.

Basic Materials
20.6K
New
$14.85 - $17.57 $306K - $362K
20.6K $410M
Barrick Mng Corp
9.3K
New
N/A
9.3K $405M
XLK
Technology Sector Spdr

ETFs
2.64K
New
$278.39 - $304.13 $736K - $804K
2.64K $380M
EMR
Emerson Electric CO

Industrials
2.73K
New
$126.01 - $140.03 $344K - $382K
2.73K $362M
IWM
Ishares Russell 2000 ETF

ETFs
1.44K
New
$236.79 - $250.33 $340K - $359K
1.44K $353M
SCCO
Southern Copper Corp

Basic Materials
2.38K
New
$122.64 - $141.68 $291K - $336K
2.38K $341M
AXP
American Express CO

Financial Services
885
New
$316.26 - $372.77 $280K - $330K
885 $327M
Activity Summary
Buys All Purchases 126 New Holdings 126 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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