List of top 200 securities held by SHRIER WEALTH MANAGEMENT LLC:
- Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
- The table below lists top 200 holdings for the reported quarter.
- Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
- Peter Lynch
What is insider trading>>
Quarter: 2026Q2
Report Date Time: 2026-07-09 16:01:40
Total Holdings: 130
Assets Under Management (AUM) :
$290,384,192 ($290.38M)
Reporting Manager: Lindsay Bourkoff
Address:
1925 CENTURY PARK EAST
SUITE 2020
LOS ANGELES, CA 90067
Since : total money flow = , gains and losses =
×