Holdings
Shrier Wealth Management, LLC
As of Jun 30, 2026, Shrier Wealth Management, LLC reported 90 positions worth US$142M. Largest: Bank Of America Corporation, Jp Morgan Chase & Co. and Williams Companies, Inc. (the). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Bank Of America Corporation | 109K | US$6.22M | −3,899 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 18,778 | US$6.15M | +111 | Jun 30, 2026 |
| Williams Companies, Inc. (the) | 71,505 | US$5.32M | +121 | Jun 30, 2026 |
| Enbridge Inc. | 83,995 | US$4.55M | +1,028 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 11,942 | US$4.27M | −67 | Jun 30, 2026 |
| Exxon Mobil Corporation | 30,736 | US$4.2M | +2,874 | Jun 30, 2026 |
| Procter & Gamble Company (the) | 28,080 | US$4.12M | +10,101 | Jun 30, 2026 |
| Apple Inc | 13,923 | US$4.03M | −7 | Jun 30, 2026 |
| Waste Management, Inc. | 17,748 | US$3.96M | +148 | Jun 30, 2026 |
| Coca-cola Company (the) | 48,528 | US$3.94M | +145 | Jun 30, 2026 |