Refined Wealth Management has filed its 13F form on April 18, 2024 for Q1 2024 where it was disclosed a total value porftolio of $133 Million distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $18.5M, Nuveen Esg Large Cap Growth Et with a value of $17.9M, Vanguard World Fd Esg Intl Stk with a value of $15.4M, Coinbase Global, Inc. with a value of $13.7M, and Ssga Active Trust with a value of $9.06M.

Examining the 13F form we can see an increase of $7.08M in the current position value, from $126M to 133M.

Below you can find more details about Refined Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $133 Million
ETFs: $94.6 Million
Technology: $16.4 Million
Consumer Cyclical: $8.59 Million
Energy: $8.54 Million
Industrials: $4.45 Million
Financial Services: $296,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $133 Million
  • Prior Value $126 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 18, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 3 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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