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
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.61K
New
$50.39 - $55.82 $283K - $313K
5.61K $318M
IWF
Ishares Russell 1000 Gr ETF

ETFs
635
New
$459.47 - $491.71 $292K - $312K
635 $301M
CAT
Caterpillar Inc

Industrials
523
New
$480.82 - $585.49 $251K - $306K
523 $299M
FAST
Fastenal CO

Industrials
7.39K
New
$40.45 - $48.17 $299K - $356K
7.39K $297M
EQT
Eqt Corp

Energy
5.52K
New
$51.8 - $60.84 $286K - $336K
5.52K $296M
VALE
Vale S.A.

Basic Materials
22.7K
New
$10.75 - $12.48 $244K - $283K
22.7K $295M
Blackrock Inc
272
New
N/A
272 $291M
V
Visa Inc.

Financial Services
823
New
$325.75 - $352.42 $268K - $290K
823 $289M
CLX
Clorox CO

Consumer Defensive
2.81K
New
$103.68 - $123.19 $291K - $346K
2.81K $283M
Arista Networks Inc
2.16K
New
N/A
2.16K $283M
BCS
Barclays PLC

Financial Services
11K
New
$19.36 - $22.51 $213K - $247K
11K $280M
Wisdomtree Tr
4.61K
New
N/A
4.61K $271M
MCD
Mcdonalds Corp

Consumer Cyclical
846
New
$293.81 - $310.11 $249K - $262K
846 $258M
RSG
Republic Services, Inc.

Industrials
1.16K
New
$204.12 - $227.29 $238K - $265K
1.16K $247M
SNY
Sanofi

Healthcare
5K
New
$48.09 - $52.34 $241K - $262K
5K $242M
VTRS
Viatris Inc

Healthcare
18.5K
New
$9.74 - $11.2 $180K - $207K
18.5K $231M
IJK
Ishares S&P Midcap 400 Growth

ETFs
2.35K
New
$93.11 - $97.9 $218K - $230K
2.35K $227M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
10K
New
$16.68 - $45.1 $167K - $451K
10K $216M
BMY
Bristol Myers Squibb CO

Healthcare
3.9K
New
$42.6 - $49.08 $166K - $192K
3.9K $211M
DVN
Devon Energy Corp

Energy
5.74K
New
$31.74 - $35.84 $182K - $206K
5.74K $210M
NFLX
Netflix Inc

Communication Services
2.21K
New
$110.29 - $1241.35 $244K - $2.74M
2.21K $207M
GLDM
World Gold Trust

ETFs
2.43K
New
$76.32 - $86.69 $185K - $210K
2.43K $207M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
10.4K
New
$12.5 - $18.02 $130K - $187K
10.4K $205M
CRM
Salesforce, Inc.

Technology
771
New
$235.69 - $263.41 $182K - $203K
771 $204M
Saba Capital Income & Opport
11.3K
New
N/A
11.3K $93.6M
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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