SHRIER WEALTH MANAGEMENT, LLC
Top Portfolio Positions
100 positions ·
$146,151,262 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
19,434 | $8,362,255 | 5.72% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,667 | $5,491,084 | 3.76% | |
| WMB |
Williams Companies, Inc.
Energy
|
71,384 | $5,195,327 | 3.55% | |
| XOM |
Exxon Mobil Corp
Energy
|
27,862 | $4,727,066 | 3.23% | |
| ENB |
Enbridge Inc
Energy
|
82,967 | $4,491,833 | 3.07% | |
| IAU |
Ishares Gold Trust
|
48,800 | $4,302,208 | 2.94% | |
| WM |
Waste Management Inc
Industrials
|
17,600 | $4,044,304 | 2.77% | |
| CVX |
Chevron Corp
Energy
|
18,360 | $3,798,684 | 2.60% | |
| KO |
Coca Cola Co
Consumer Defensive
|
48,383 | $3,679,527 | 2.52% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
29,366 | $3,649,606 | 2.50% |
Portfolio Trend
2 quarters · across all stocks
Holdings in SPH
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $601,864 | 30,567 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $473,085 | 25,517 | Shares | Sole | 2026-01-15 | |
| No 13F history on record for this holder in this stock. | ||||||