SHRIER WEALTH MANAGEMENT, LLC
Top Portfolio Positions
94 positions ·
$134,213,457 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
24,988 | $9,902,994 | 7.38% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
21,107 | $6,801,097 | 5.07% |
| IAU |
Ishares Gold Trust
|
55,025 | $4,466,379 | 3.33% |
| WMB |
Williams Companies, Inc.
Energy
|
71,092 | $4,273,340 | 3.18% |
| XOM |
Exxon Mobil Corp
|
33,179 | $3,992,760 | 2.97% |
| BAC |
Bank Of America Corp /De/
Financial Services
|
72,486 | $3,986,730 | 2.97% |
| ENB |
Enbridge Inc
Energy
|
81,992 | $3,921,677 | 2.92% |
| WM |
Waste Management Inc
|
17,705 | $3,889,965 | 2.90% |
| AAPL |
Apple Inc.
|
13,738 | $3,734,812 | 2.78% |
| WMT |
Walmart Inc.
|
31,490 | $3,508,300 | 2.61% |
Holdings in SPH
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $473,085 | 25,517 | Shares | Sole | 2026-01-15 | |
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