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)

#StockSharesValue% PortfolioType
101
BMTABRITISH AMERN TOB PLC
5,610$317K0.12%
102
IWFISHARES TR
635$300K0.12%
103
CATCATERPILLAR INC
523$299K0.12%
104
EQTEQT CORP
5,524$296K0.12%
105
FASTFASTENAL CO
7,390$296K0.12%
106
VALEVALE S A
22,677$295K0.12%
107
BLKBLACKROCK INC
272$291K0.11%
108
VVISA INC
823$288K0.11%
109
CLXCLOROX CO DEL
2,807$283K0.11%
110
ANETARISTA NETWORKS INC
2,158$282K0.11%
111
INTUINTUIT
424$280K0.11%
112
BCSBARCLAYS PLC
10,984$279K0.11%
113
QGRWWISDOMTREE TR
4,614$270K0.11%
114
MCDMCDONALDS CORP
846$258K0.10%
115
RSGREPUBLIC SVCS INC
1,164$246K0.10%
116
SNYSANOFI SA
5,003$242K0.10%
117
VTRSVIATRIS INC
18,520$230K0.09%
118
IJKISHARES TR
2,345$227K0.09%
119
OGM1COGENT COMMUNICATIONS HLDGS
10,000$215K0.08%
120
BMYBRISTOL-MYERS SQUIBB CO
3,903$210K0.08%
121
DVNDEVON ENERGY CORP NEW
5,736$210K0.08%
122
NFLXNETFLIX INC
2,210$207K0.08%
123
GLDMWORLD GOLD TR
2,427$207K0.08%
124
RIVNRIVIAN AUTOMOTIVE INC
10,392$204K0.08%
125
CRMSALESFORCE INC
771$204K0.08%
126
SABASABA CAPITAL INCOME & OPPORT
11,343$93K0.04%
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