Refined Wealth Management Portfolio Holdings

Refined Wealth Management

  • $129 Million
  • Q3 2024

Refined Wealth Management has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $129 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total International B with a value of $19M, Nuveen Esg Large Cap Growth Et with a value of $18.8M, Vanguard World Fd Esg Intl Stk with a value of $17.2M, Ssga Active Trust with a value of $8.98M, and Overstock.Com, Inc with a value of $8.93M.

Examining the 13F form we can see an increase of $1.01M in the current position value, from $128M to 129M.

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

Portfolio value $129 Million
ETFs: $101 Million
Technology: $12.5 Million
Consumer Cyclical: $9.82 Million
Industrials: $5.77 Million
Financial Services: $321,000
Energy: $102,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19 Million 14.64% of portfolio
376,961
Q3 2024 Added 0.5%
$0
$18.8 Million 14.55% of portfolio
227,936
Q3 2024 Reduced 1.45%
$0
$17.2 Million 13.26% of portfolio
278,944
Q3 2024 Added 1.94%
$0
$8.98 Million 6.94% of portfolio
215,134
Q3 2024 Added 0.88%
$0
$8.45 Million 6.53% of portfolio
86,088
Q3 2024 Added 1.66%
$0
$8.31 Million 6.42% of portfolio
102,267
Q3 2024 Added 0.44%
$83.8B
$5.9 Million 4.56% of portfolio
24,276
Q3 2024 Added 0.76%
$0
$5.53 Million 4.27% of portfolio
167,305
Q3 2024 Added 1.99%
$0
$5.44 Million 4.2% of portfolio
20,612
Q3 2024 Added 3.34%
$0
$1.47 Million 1.14% of portfolio
6,206
Q3 2024 Added 1.21%
$0
$896,000 0.69% of portfolio
14,977
Q2 2024 Reduced 2.68%
$0
$750,000 0.58% of portfolio
1,423
Q3 2024 Added 1.21%
$0
$220,000 0.17% of portfolio
1,833
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $129 Million
  • Prior Value $128 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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