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Portfolio (Quarterly) Guide ↗

SHRIER WEALTH MANAGEMENT, LLC

· CIK 0002075389
13F Portfolio $274M AUM 131 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 62 Added 41 Reduced 3 Exited
Page 5 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPH SUBURBAN PROPANE PARTNERS L Utilities 30,567.0 $602K 0.22% +5K +19.8% $19.69 +0.8%
82 MDT MEDTRONIC PLC Healthcare 6,629.0 $574K 0.21% +2K +44.5% $86.65 -12.4%
83 WELL WELLTOWER INC Real Estate 2,897.0 $573K 0.21% $197.73 +8.4%
84 ABRDN ASIA PACIFIC INCOME FU 39,693.0 $572K 0.21% -3K -7.3% $14.42
85 AVGO BROADCOM INC Technology 1,809.0 $560K 0.20% +198.0 +12.3% $309.46 +35.8%
86 ET ENERGY TRANSFER L P Energy 28,346.0 $547K 0.20% -14K -33.7% $19.30 +1.0%
87 DIA STATE STR SPDR DOW JONES IND Financial Services 1,168.0 $541K 0.20% -11.0 -0.9% $463.35 +9.1%
88 HBM HUDBAY MINERALS INC Basic Materials 24,175.0 $505K 0.18% +4K +17.2% $20.90 +29.3%
89 FEZ SPDR INDEX SHS FDS 8,067.0 $501K 0.18% -120.0 -1.5% $62.08 +9.0%
90 TSLA TESLA INC Consumer Cyclical 1,334.0 $496K 0.18% +79.0 +6.3% $371.75 +18.6%
91 INTC INTEL CORP Technology 11,230.0 $496K 0.18% -85.0 -0.8% $44.13 +167.0%
92 SO SOUTHERN CO Utilities 4,948.0 $478K 0.17% +98.0 +2.0% $96.53 -2.6%
93 CLX CLOROX CO DEL Consumer Defensive 4,441.0 $460K 0.17% +2K +58.2% $103.63 -8.0%
94 CAT CATERPILLAR INC Industrials 644.0 $456K 0.17% +121.0 +23.1% $708.01 +25.3%
95 META META PLATFORMS INC Communication Services 793.0 $454K 0.17% +149.0 +23.1% $572.40 +11.7%
96 B BARRICK MNG CORP Basic Materials 10,982.0 $448K 0.16% +2K +18.1% $40.79 -0.5%
97 EMR EMERSON ELEC CO Industrials 3,374.0 $442K 0.16% +646.0 +23.7% $131.02 +6.0%
98 FAST FASTENAL CO Industrials 9,505.0 $441K 0.16% +2K +28.6% $46.40 -4.7%
99 IP INTERNATIONAL PAPER CO Consumer Cyclical 11,829.0 $422K 0.15% +727.0 +6.5% $35.70 -10.5%
100 VALE VALE S A Basic Materials 23,672.0 $377K 0.14% +995.0 +4.4% $15.91 +2.6%
Page 5 of 7  ·  131 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 20.2%
Energy 19.8%
Consumer Defensive 12.2%
Healthcare 11.8%
Basic Materials 7.6%
Industrials 6.9%
Communication Services 6.3%
Technology 5.8%
Consumer Cyclical 4.3%
Real Estate 4.3%