Shrier Wealth Management, LLC New Holdings in Q4 2025

Shrier Wealth Management, LLC

  • $254 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
203K
New
$100.37 - $100.72 $20.4M - $20.5M
203K $20.4B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
290K
New
$52.54 - $55.77 $15.3M - $16.2M
290K $15.6B
IEFA
Ishares Tr

ETFs
167K
New
$86.09 - $89.88 $14.4M - $15M
167K $15B
VUG
Vanguard Growth ETF

ETFs
25.5K
New
$470.44 - $504.26 $12M - $12.9M
25.5K $12.4B
GLD
Spdr Gold Trust

ETFs
25K
New
$354.79 - $403.15 $8.87M - $10.1M
25K $9.9B
VTV
Vanguard Value ETF

ETFs
47.6K
New
$182.87 - $189.72 $8.7M - $9.02M
47.6K $9.08B
VIG
Vanguard Dividend Appreciation

ETFs
35.6K
New
N/A
35.6K $7.82B
JPM
Jpmorgan Chase & CO

Financial Services
21.1K
New
$294.11 - $320.41 $6.21M - $6.76M
21.1K $6.8B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
51K
New
$114.27 - $121.15 $5.83M - $6.18M
51K $6.13B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
36.2K
New
$136.06 - $140.64 $4.92M - $5.09M
36.2K $5.04B
WMB
Williams Companies, Inc.

Energy
71.1K
New
$56.51 - $64.48 $4.02M - $4.58M
71.1K $4.27B
XOM
Exxon Mobil Corp

Energy
33.2K
New
$110.64 - $119.78 $3.67M - $3.97M
33.2K $3.99B
BAC
Bank Of America Corp

Financial Services
72.5K
New
$48.65 - $54.11 $3.53M - $3.92M
72.5K $3.99B
ENB
Enbridge Inc

Energy
82K
New
$46.39 - $50.07 $3.8M - $4.11M
82K $3.92B
WM
Waste Management Inc

Industrials
17.7K
New
$196.77 - $219.98 $3.48M - $3.89M
17.7K $3.89B
AAPL
Apple Inc.

Technology
13.7K
New
$245.27 - $275.25 $3.37M - $3.78M
13.7K $3.73B
WMT
Walmart Inc.

Consumer Defensive
31.5K
New
$101.18 - $109.03 $3.19M - $3.43M
31.5K $3.51B
GOOG
Alphabet Inc.

Communication Services
10.9K
New
$237.49 - $291.74 $2.59M - $3.18M
10.9K $3.42B
NVS
Novartis Ag

Healthcare
24.1K
New
$121.8 - $132.39 $2.93M - $3.19M
24.1K $3.32B
KO
Coca Cola CO

Consumer Defensive
47.5K
New
$66.1 - $71.61 $3.14M - $3.4M
47.5K $3.32B
VEA
Vanguard Ftse Developed Market

ETFs
52.5K
New
$59.18 - $62.09 $3.11M - $3.26M
52.5K $3.28B
GM
General Motors CO

Consumer Cyclical
40.2K
New
$55.35 - $71.89 $2.22M - $2.89M
40.2K $3.27B
WFC
Wells Fargo & Company

Financial Services
32K
New
$77.62 - $87.3 $2.48M - $2.79M
32K $2.98B
CVX
Chevron Corp

Energy
18.8K
New
$148.9 - $157.72 $2.79M - $2.96M
18.8K $2.86B
PM
Philip Morris International Inc.

Consumer Defensive
17.5K
New
$144.33 - $160.86 $2.53M - $2.81M
17.5K $2.81B
BHP
Bhp Group LTD

Basic Materials
43.6K
New
$53.62 - $57.96 $2.34M - $2.52M
43.6K $2.63B
ABT
Abbott Laboratories

Healthcare
20.8K
New
$123.62 - $134.59 $2.57M - $2.79M
20.8K $2.6B
EPD
Enterprise Products Partners L.P.

Energy
80.5K
New
$30.19 - $32.26 $2.43M - $2.6M
80.5K $2.58B
JNJ
Johnson & Johnson

Healthcare
12.5K
New
$185.98 - $199.58 $2.32M - $2.49M
12.5K $2.58B
RSP
Invesco S&P 500 Equal Weight E

ETFs
13.3K
New
$185.12 - $192.11 $2.46M - $2.56M
13.3K $2.55B
PG
Procter & Gamble CO

Consumer Defensive
17.3K
New
$145.5 - $153.18 $2.52M - $2.66M
17.3K $2.48B
MRK
Merck & Co., Inc.

Healthcare
22.1K
New
$82.49 - $92.93 $1.83M - $2.06M
22.1K $2.33B
VTR
Ventas, Inc.

Real Estate
27.6K
New
$67.45 - $78.0 $1.86M - $2.15M
27.6K $2.14B
Bank America Corp
1.7K
New
N/A
1.7K $2.13B
PEP
Pepsico Inc

Consumer Defensive
12.8K
New
$138.84 - $153.71 $1.78M - $1.97M
12.8K $1.83B
VZ
Verizon Communications Inc

Communication Services
44.6K
New
$38.4 - $43.83 $1.71M - $1.96M
44.6K $1.82B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
21.8K
New
$82.69 - $83.12 $1.8M - $1.81M
21.8K $1.8B
GILD
Gilead Sciences, Inc.

Healthcare
14.2K
New
$110.56 - $125.2 $1.57M - $1.78M
14.2K $1.75B
OKE
Oneok Inc

Energy
23.7K
New
$64.31 - $72.98 $1.52M - $1.73M
23.7K $1.74B
CSCO
Cisco Systems, Inc.

Technology
22.3K
New
$67.46 - $78.0 $1.51M - $1.74M
22.3K $1.72B
WY
Weyerhaeuser CO

Real Estate
71K
New
$22.13 - $25.12 $1.57M - $1.78M
71K $1.68B
C
Citigroup Inc

Financial Services
14.3K
New
$93.93 - $102.87 $1.34M - $1.47M
14.3K $1.67B
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
24.1K
New
$63.98 - $67.45 $1.54M - $1.63M
24.1K $1.62B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.21K
New
$475.68 - $513.11 $1.53M - $1.65M
3.21K $1.62B
MUB
Ishares National Muni Bond ETF

ETFs
14.3K
New
$106.36 - $107.61 $1.52M - $1.54M
14.3K $1.53B
SLB
Schlumberger Limited

Energy
37.2K
New
$31.72 - $37.61 $1.18M - $1.4M
37.2K $1.43B
O
Realty Income Corp

Real Estate
25.2K
New
$56.12 - $60.64 $1.42M - $1.53M
25.2K $1.42B
FCX
Freeport Mcmoran Inc

Basic Materials
28K
New
$38.65 - $43.31 $1.08M - $1.21M
28K $1.42B
NEM
Newmont Corp

Basic Materials
13.5K
New
$78.63 - $98.27 $1.06M - $1.33M
13.5K $1.35B
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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