SHRIER WEALTH MANAGEMENT, LLC Q4 2025 Filing
Filed January 15, 2026
Portfolio Value
$253.9M
Holdings
126
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (126 positions)
| Stock | Value |
|---|---|
SGOVISHARES TR | $20.4M |
VWOVANGUARD INTL EQUITY INDEX F | $15.6M |
AQLTISHARES TR | $15.0M |
VUGVANGUARD INDEX FDS | $12.4M |
GQ9SPDR GOLD TR | $9.9M |
VTVVANGUARD INDEX FDS | $9.1M |
VIGVANGUARD SPECIALIZED FUNDS | $7.8M |
JPMJPMORGAN CHASE & CO. | $6.8M |
IJRISHARES TR | $6.1M |
SDYSPDR SERIES TRUST | $5.0M |
IAU*ISHARES GOLD TR | $4.5M |
WMBWILLIAMS COS INC | $4.3M |
XOMEXXON MOBIL CORP | $4.0M |
BACBANK AMERICA CORP | $4.0M |
ENBENBRIDGE INC | $3.9M |
WMWASTE MGMT INC DEL | $3.9M |
AAPLAPPLE INC | $3.7M |
WMTWALMART INC | $3.5M |
GOOGALPHABET INC | $3.4M |
NVSNNOVARTIS AG | $3.3M |
KOCOCA COLA CO | $3.3M |
VEAVANGUARD TAX-MANAGED FDS | $3.3M |
GMGENERAL MTRS CO | $3.3M |
WFCWELLS FARGO CO NEW | $3.0M |
CVXCHEVRON CORP NEW | $2.9M |
4I1PHILIP MORRIS INTL INC | $2.8M |
BHPBHP GROUP LTD | $2.6M |
ABTABBOTT LABS | $2.6M |
EPDENTERPRISE PRODS PARTNERS L | $2.6M |
JNJJOHNSON & JOHNSON | $2.6M |
RSPINVESCO EXCHANGE TRADED FD T | $2.5M |
PGPROCTER AND GAMBLE CO | $2.5M |
MRKMERCK & CO INC | $2.3M |
VENVENTAS INC | $2.1M |
BAC 7.25 PERP LBANK AMERICA CORP | $2.1M |
PEPPEPSICO INC | $1.8M |
BACVERIZON COMMUNICATIONS INC | $1.8M |
SHYISHARES TR | $1.8M |
GILDGILEAD SCIENCES INC | $1.7M |
OKEONEOK INC NEW | $1.7M |
CSCOCISCO SYS INC | $1.7M |
WYWEYERHAEUSER CO MTN BE | $1.7M |
TRVCCITIGROUP INC | $1.7M |
ACWXISHARES TR | $1.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.6M |
MUBISHARES TR | $1.5M |
SLBSLB LIMITED | $1.4M |
OREALTY INCOME CORP | $1.4M |
FCXFREEPORT-MCMORAN INC | $1.4M |
NEMNEWMONT CORP | $1.3M |
HDVISHARES TR | $1.3M |
RIORIO TINTO PLC | $1.3M |
DGSWISDOMTREE TR | $1.2M |
MOALTRIA GROUP INC | $1.1M |
PFEPFIZER INC | $1.1M |
UPSUNITED PARCEL SERVICE INC | $1.1M |
DISDISNEY WALT CO | $1.1M |
WFC 7.5 PERP LWELLS FARGO CO NEW | $1.1M |
NDQINVESCO QQQ TR | $1.1M |
MSFTMICROSOFT CORP | $1.0M |
VODVODAFONE GROUP PLC NEW | $1.0M |
HDHOME DEPOT INC | $940K |
MMM3M CO | $923K |
SPYSPDR S&P 500 ETF TR | $879K |
ISTBISHARES TR | $859K |
IEMGISHARES INC | $828K |
AMGNAMGEN INC | $827K |
AEMAGNICO EAGLE MINES LTD | $823K |
DEODIAGEO PLC | $821K |
NVDANVIDIA CORPORATION | $771K |
OEFISHARES TR | $740K |
AMZNAMAZON COM INC | $727K |
SHELSHELL PLC | $707K |
ETENERGY TRANSFER L P | $705K |
ABBVABBVIE INC | $687K |
VOVANGUARD INDEX FDS | $666K |
FAXABRDN ASIA PACIFIC INCOME FU | $657K |
AQLTISHARES TR | $651K |
DBNDDOUBLELINE ETF TRUST | $576K |
PBRPETROLEO BRASILEIRO SA PETRO | $570K |
DONSPDR DOW JONES INDL AVERAGE | $566K |
TSLATESLA INC | $564K |
AVGOBROADCOM INC | $557K |
WELLWELLTOWER INC | $536K |
FEZSPDR INDEX SHS FDS | $527K |
KMIKINDER MORGAN INC DEL | $525K |
SPHSUBURBAN PROPANE PARTNERS L | $473K |
GOOGLALPHABET INC | $454K |
MDTMEDTRONIC PLC | $440K |
IPINTERNATIONAL PAPER CO | $437K |
METAMETA PLATFORMS INC | $425K |
SOSOUTHERN CO | $422K |
INTCINTEL CORP | $417K |
HBMHUDBAY MINERALS INC | $409K |
BBARRICK MNG CORP | $405K |
XLKSELECT SECTOR SPDR TR | $380K |
EMREMERSON ELEC CO | $362K |
IWMISHARES TR | $353K |
SCCOSOUTHERN COPPER CORP | $340K |
AXPAMERICAN EXPRESS CO | $327K |
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