Shrier Wealth Management, LLC Portfolio Holdings by Sector
Shrier Wealth Management, LLC
- $254 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SGOV VWO IEFA VUG GLD VTV VIG IJR 32 stocks |
$128 Million
51.46% of portfolio
|
32
|
- |
32
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C BCS 5 stocks |
$15.7 Million
6.32% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
WMB ENB EPD OKE ET KMI 6 stocks |
$13.7 Million
5.53% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
NVS JNJ MRK GILD PFE AMGN ABBV SNY 9 stocks |
$13.1 Million
5.26% of portfolio
|
9
|
- |
9
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL PBR 4 stocks |
$8.13 Million
3.27% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$5.15 Million
2.07% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META 3 stocks |
$4.3 Million
1.73% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO BTI 3 stocks |
$4.27 Million
1.72% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP RIO VALE 3 stocks |
$4.2 Million
1.69% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM RSG 2 stocks |
$4.14 Million
1.66% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
GM TSLA RIVN 3 stocks |
$4.04 Million
1.62% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.73 Million
1.5% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$3.51 Million
1.41% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT MDT 2 stocks |
$3.04 Million
1.22% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ VOD CCOI 3 stocks |
$3.03 Million
1.22% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CLX 2 stocks |
$2.77 Million
1.11% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
VTR WELL 2 stocks |
$2.67 Million
1.08% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM AEM 2 stocks |
$2.17 Million
0.87% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX HBM SCCO 3 stocks |
$2.17 Million
0.87% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO INTC 3 stocks |
$1.75 Million
0.7% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$1.72 Million
0.69% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
WY 1 stocks |
$1.68 Million
0.68% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.62 Million
0.65% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$1.43 Million
0.57% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$1.42 Million
0.57% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$1.3 Million
0.52% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$1.1 Million
0.44% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.03 Million
0.42% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$940,107
0.38% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM 1 stocks |
$923,991
0.37% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$821,298
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$727,083
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V 2 stocks |
$615,961
0.25% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EQT DVN 2 stocks |
$506,227
0.2% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU CRM 2 stocks |
$485,112
0.2% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
SPH 1 stocks |
$473,090
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$437,298
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
SO 1 stocks |
$422,906
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
EMR 1 stocks |
$362,072
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$299,394
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
FAST 1 stocks |
$296,556
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$258,482
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
VTRS 1 stocks |
$230,568
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|