Refined Wealth Management Portfolio Holdings

Refined Wealth Management

  • $132 Million
  • Q4 2024

Refined Wealth Management has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $132 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nuveen Esg Large Cap Growth Et with a value of $18.8M, Vanguard Total International B with a value of $18.3M, Vanguard World Fd Esg Intl Stk with a value of $15.7M, Coinbase Global, Inc. with a value of $12.3M, and Overstock.Com, Inc with a value of $10.2M.

Examining the 13F form we can see an increase of $2.24M in the current position value, from $129M to 132M.

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

Portfolio value $132 Million
ETFs: $96.8 Million
Technology: $16.2 Million
Consumer Cyclical: $11.5 Million
Industrials: $6.72 Million
Financial Services: $316,000
Energy: $103,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.8 Million 14.29% of portfolio
219,158
Q4 2024 Reduced 3.85%
$0
$18.3 Million 13.91% of portfolio
373,457
Q4 2024 Reduced 0.93%
$0
$15.7 Million 11.91% of portfolio
276,644
Q4 2024 Reduced 0.82%
$24.4B
$12.3 Million 9.37% of portfolio
49,676
Q4 2024 Reduced 0.92%
$1.17B
$10.2 Million 7.78% of portfolio
401,095
Q4 2024 Added 14.82%
$0
$8.96 Million 6.8% of portfolio
214,675
Q4 2024 Reduced 0.21%
$0
$7.61 Million 5.78% of portfolio
101,766
Q4 2024 Reduced 0.49%
$0
$7.5 Million 5.69% of portfolio
85,837
Q4 2024 Reduced 0.29%
$1.18B
$6.18 Million 4.69% of portfolio
568,606
Q4 2024 Added 6.69%
$99.4B
$6.08 Million 4.62% of portfolio
25,129
Q4 2024 Added 3.51%
$0
$5.41 Million 4.11% of portfolio
20,472
Q4 2024 Reduced 0.68%
$0
$5.07 Million 3.85% of portfolio
166,390
Q4 2024 Reduced 0.55%
$3.57T
$3.19 Million 2.42% of portfolio
12,728
Q4 2024 Reduced 0.45%
$0
$1.49 Million 1.13% of portfolio
6,182
Q4 2024 Reduced 0.39%
$1.94T
$1.06 Million 0.8% of portfolio
4,829
Q3 2024 Reduced 3.82%
$0
$885,000 0.67% of portfolio
14,811
Q4 2024 Reduced 1.11%
$270B
$679,000 0.52% of portfolio
5,062
Q3 2024 Reduced 9.96%
$145B
$541,000 0.41% of portfolio
2,376
Q4 2024 Added 0.55%
$683B
$316,000 0.24% of portfolio
698
Q3 2024 Reduced 1.41%
$0
$222,000 0.17% of portfolio
1,833
Q1 2024 New
$818B
$208,000 0.16% of portfolio
517
Q4 2024 New
$2.18B
$72,000 0.05% of portfolio
11,000
Q1 2022 New
$1.09B
$19,000 0.01% of portfolio
10,850
Q1 2022 New
$147M
$12,000 0.01% of portfolio
10,800
Q1 2022 New
Bitwise Bitcoin ETF Tr
-
$0 0.0% of portfolio
-
Q4 2024 Added 3.77%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.35%

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $132 Million
  • Prior Value $129 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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